MSCI Inc.
MSCI- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001408198
In the last 90 days, MSCI Inc. insiders filed 1 open-market purchase and 0 sales; 1,087 institutions reported holding it in 13F filings for Q2 2026, worth $37.7B in total; 3 superinvestors hold it, including Viking Global Investors and Markel Group.
13F holders, Q1 2023
Institutional positions in MSCI Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 821
- +34 vs. Q4 2022
- Shares held
- 72.9M
- +802.8K (+1.1%) vs. Q4 2022
- Total value
- $40.7B
- +$7.19B (+21.4%) vs. Q4 2022
- New holders
- 109
- 305 more added
- Sold out
- 75
- 303 more reduced
17 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MSCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,087 | $37.7B |
| Q1 2026 | 1,068 | $35.1B |
| Q4 2025 | 1,081 | $38.6B |
| Q3 2025 | 1,039 | $38.8B |
| Q2 2025 | 1,087 | $41.2B |
| Q1 2025 | 1,082 | $40.2B |
| Q4 2024 | 1,071 | $42.6B |
| Q3 2024 | 1,001 | $40.7B |
| Q2 2024 | 939 | $34.2B |
| Q1 2024 | 922 | $40.1B |
| Q4 2023 | 881 | $40.5B |
| Q3 2023 | 832 | $36.7B |
| Q2 2023 | 814 | $33.4B |
| Q1 2023 | 821 | $40.7B |
| Q4 2022 | 804 | $33.6B |
| Q3 2022 | 742 | $30.1B |
| Q2 2022 | 748 | $29.8B |
| Q1 2022 | 820 | $36.6B |
| Q4 2021 | 851 | $45.2B |
| Q3 2021 | 810 | $45.1B |
| Q2 2021 | 757 | $39.9B |
| Q1 2021 | 738 | $31.6B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cape Cod Five Cents Savings Bank | 7,792 | $4.36M | 0.48% | +282+3.8% | Added |
| Teachers Retirement System of the State of Kentucky | 7,598 | $4.25M | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 7,505 | $4.20M | 0.15% | −283−3.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,491 | $4.19M | 0.02% | −14,062−65.2% | Reduced |
| Banque Pictet & Cie SA | 7,469 | $4.18M | 0.04% | +1,654+28.4% | Added |
| Synovus Financial Corp | 7,426 | $4.16M | 0.05% | −109−1.4% | Reduced |
| Fifth Third Bancorp | 7,226 | $4.04M | 0.02% | +189+2.7% | Added |
| Alcosta Capital Management, Inc. | 7,196 | $4.03M | 3.86% | −216−2.9% | Reduced |
| Financial Counselors Inc | 7,163 | $4.01M | 0.09% | +83+1.2% | Added |
| British Columbia Investment Management Corp | 7,140 | $4.00M | 0.04% | 00.0% | Unchanged |
| PGGM Investments | 7,125 | $3.99M | 0.07% | +104+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,048 | $3.94M | 0.01% | −135−1.9% | Reduced |
| Jump Financial, LLC | 7,045 | $3.94M | 0.16% | −1,627−18.8% | Reduced |
| FIL Ltd | 7,000 | $3.92M | 0.00% | −11,000−61.1% | Reduced |
| Cornerstone Advisors, LLC | 7,000 | $3.92M | 0.18% | +7,000 | New |
| Hartford Investment Management Co | 6,956 | $3.89M | 0.13% | +1,079+18.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,845 | $3.83M | 0.01% | −14,403−67.8% | Reduced |
| Securian Asset Management, Inc | 6,782 | $3.80M | 0.10% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 6,720 | $3.76M | 0.15% | +6,276+1,413.5% | Added |
| King Luther Capital Management Corp | 6,665 | $3.73M | 0.02% | +704+11.8% | Added |
| FORA Capital, LLC | 6,489 | $3.63M | 0.36% | +1,020+18.7% | Added |
| CIBC World Markets Inc. | 6,487 | $3.63M | 0.01% | +4,337+201.7% | Added |
| Wealthfront Advisers LLC | 6,487 | $3.63M | 0.02% | +764+13.3% | Added |
| Security Asset Management | 6,418 | $3.59M | 2.10% | −1,419−18.1% | Reduced |
| Man Group plc | – | $3.58M | 0.01% | – | – |
| Creative Planning | 6,377 | $3.57M | 0.01% | +1,073+20.2% | Added |
| Kentucky Retirement Systems | 6,322 | $3.54M | 0.13% | −7−0.1% | Reduced |
| Level Four Advisory Services, LLC | 6,309 | $3.53M | 0.23% | −98−1.5% | Reduced |
| Cordatus Wealth Management LLC | 6,265 | $3.51M | 4.47% | +6,265 | New |
| Oregon Public Employees Retirement Fund | 6,191 | $3.47M | 0.04% | +23+0.4% | Added |
| Bessemer Group Inc | 6,167 | $3.45M | 0.01% | −538−8.0% | Reduced |
| Maryland State Retirement & Pension System | 6,112 | $3.42M | 0.08% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 5,963 | $3.34M | 0.35% | +5,963 | New |
| Ethic Inc. | 5,763 | $3.23M | 0.13% | +639+12.5% | Added |
| Kingfisher Capital LLC | 5,699 | $3.19M | 0.84% | +9+0.2% | Added |
| Redwood Investments, LLC | 5,647 | $3.16M | 0.40% | +123+2.2% | Added |
| PDT Partners, LLC | 5,606 | $3.14M | 0.43% | +3,480+163.7% | Added |
| Vestor Capital, LLC | 5,530 | $3.10M | 0.36% | +61+1.1% | Added |
| Spouting Rock Asset Management, LLC | 5,520 | $3.09M | 1.09% | +5,520 | New |
| Point72 Europe (London) LLP | 5,500 | $3.08M | 0.92% | +5,500 | New |
| Advisor Partners II, LLC | 5,478 | $3.07M | 0.17% | +50+0.9% | Added |
| Aurora Investment Managers, LLC. | 5,405 | $3.02M | 2.63% | −80−1.5% | Reduced |
| Cinctive Capital Management LP | 5,396 | $3.02M | 0.11% | −3,100−36.5% | Reduced |
| Balyasny Asset Management LLC | 5,356 | $3.00M | 0.01% | +4,453+493.1% | Added |
| Ieq Capital, LLC | 5,351 | $2.99M | 0.07% | −322−5.7% | Reduced |
| SG Americas Securities, LLC | 5,338 | $2.99M | 0.04% | +1,420+36.2% | Added |
| Flputnam Investment Management Co | 5,275 | $2.95M | 0.10% | +19+0.4% | Added |
| Penserra Capital Management LLC | 5,276 | $2.95M | 0.06% | +4,864+1,180.6% | Added |
| Louisiana State Employees Retirement System | 5,200 | $2.91M | 0.07% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 5,117 | $2.86M | 0.03% | −61,698−92.3% | Reduced |
| Gamco Investors, Inc. Et Al | 5,076 | $2.84M | 0.03% | +60+1.2% | Added |
| Grandeur Peak Global Advisors, LLC | 4,982 | $2.79M | 0.17% | −100−2.0% | Reduced |
| Cetera Investment Advisers | 4,774 | $2.67M | 0.02% | +42+0.9% | Added |
| EFG Asset Management (Americas) Corp. | 4,715 | $2.64M | 0.63% | −749−13.7% | Reduced |
| PFG Advisors | 4,704 | $2.63M | 0.22% | −286−5.7% | Reduced |
| Triasima Portfolio Management inc. | 4,661 | $2.61M | 0.22% | +915+24.4% | Added |
| Colony Group LLC | 4,608 | $2.58M | 0.04% | +27+0.6% | Added |
| Ghe, LLC | 4,572 | $2.56M | 2.02% | +116+2.6% | Added |
| Ritholtz Wealth Management | 4,451 | $2.49M | 0.12% | +4,451 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 4,438 | $2.48M | 0.02% | −503−10.2% | Reduced |
| Dakota Wealth Management | 4,369 | $2.45M | 0.16% | −182−4.0% | Reduced |
| GWM Advisors LLC | 4,343 | $2.43M | 0.03% | +2,659+157.9% | Added |
| Freedom Day Solutions, LLC | 4,343 | $2.43M | 1.15% | −209−4.6% | Reduced |
| Cumberland Partners Ltd | 4,341 | $2.43M | 0.24% | +4,341 | New |
| Bokf, NA | 4,262 | $2.39M | 0.05% | −712−14.3% | Reduced |
| Proequities, Inc. | 4,184 | $2.34M | 0.18% | −352−7.8% | Reduced |
| Winton Group Ltd | 4,160 | $2.33M | 0.14% | +2,584+164.0% | Added |
| Boston Financial Mangement LLC | 4,137 | $2.32M | 0.09% | −69−1.6% | Reduced |
| Achmea Investment Management B.V. | 4,137 | $2.31M | 0.07% | +23+0.6% | Added |
| Edmond de Rothschild Holding S.A. | 4,055 | $2.27M | 0.05% | −957−19.1% | Reduced |
| Duality Advisers, LP | 4,036 | $2.26M | 0.26% | +2,164+115.6% | Added |
| First Hawaiian Bank | 3,947 | $2.21M | 0.07% | +88+2.3% | Added |
| Citadel Advisors LLC | 3,826 | $2.14M | 0.00% | −170,818−97.8% | Reduced |
| Alamar Capital Management, LLC | 3,794 | $2.12M | 1.77% | +10+0.3% | Added |
| Panagora Asset Management Inc | 3,777 | $2.11M | 0.01% | −360−8.7% | Reduced |
| Banco Santander, S.A. | 3,770 | $2.11M | 0.03% | −4,166−52.5% | Reduced |
| XTX Topco Ltd | 3,764 | $2.11M | 0.44% | +2,140+131.8% | Added |
| Strategic Global Advisors, LLC | 3,761 | $2.10M | 0.34% | +3,761 | New |
| Perpetual Ltd | 3,719 | $2.08M | 0.02% | +3,719 | New |
| E. Ohman J:or Asset Management AB | 3,712 | $2.08M | 0.08% | +300+8.8% | Added |
| New Mexico Educational Retirement Board | 3,700 | $2.07M | 0.10% | −100−2.6% | Reduced |
| Ergoteles LLC | 3,682 | $2.06M | 0.08% | +530+16.8% | Added |
| Assetmark, Inc | 3,679 | $2.06M | 0.01% | +241+7.0% | Added |
| Sustainable Insight Capital Management, LLC | 3,651 | $2.04M | 2.05% | +382+11.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,624 | $2.03M | 0.03% | +281+8.4% | Added |
| Metropolitan Life Insurance Co | 3,577 | $2.00M | 0.10% | −942−20.8% | Reduced |
| Northwest & Ethical Investments L.P. | 3,565 | $2.00M | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 3,524 | $1.97M | 0.10% | −287−7.5% | Reduced |
| Sumitomo Life Insurance Co | 3,400 | $1.90M | 0.16% | −161−4.5% | Reduced |
| Sawtooth Solutions, LLC | 3,336 | $1.87M | 0.05% | +2,339+234.6% | Added |
| Bleakley Financial Group, LLC | 3,334 | $1.87M | 0.06% | +223+7.2% | Added |
| Tsai Capital Corp | 3,323 | $1.86M | 1.96% | +183+5.8% | Added |
| Janney Montgomery Scott LLC | 3,295 | $1.84M | 0.01% | −2,697−45.0% | Reduced |
| Cetera Advisor Networks LLC | 3,258 | $1.82M | 0.01% | −59−1.8% | Reduced |
| First Manhattan Co | 3,026 | $1.69M | 0.01% | +5+0.2% | Added |
| Mogy Joel R Investment Counsel Inc | 2,967 | $1.66M | 0.15% | +2,967 | New |
| Fairbanks Capital Management, Inc. | 2,945 | $1.65M | 1.31% | +155+5.6% | Added |
| Everence Capital Management Inc | 2,937 | $1.64M | 0.13% | 00.0% | Unchanged |
| Greenleaf Trust | 2,918 | $1.63M | 0.02% | +55+1.9% | Added |
| CM Wealth Advisors LLC | 3,564 | $1.63M | 0.32% | +3,564 | New |