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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 2,845 | $1.59M | 0.13% | −40−1.4% | Reduced |
| Edgestream Partners, L.P. | 2,836 | $1.59M | 0.18% | −7,548−72.7% | Reduced |
| Bridgeway Capital Management, LLC | 2,823 | $1.58M | 0.04% | +2,823 | New |
| Atria Wealth Solutions, Inc. | 2,791 | $1.56M | 0.02% | +2,128+321.0% | Added |
| Bishop Rock Capital, L.P. | 2,790 | $1.56M | 2.42% | −1,945−41.1% | Reduced |
| Canandaigua National Bank & Trust Co | 2,779 | $1.55M | 0.26% | +2,779 | New |
| Guggenheim Capital LLC | 2,711 | $1.52M | 0.01% | +452+20.0% | Added |
| Abn Amro Investment Solutions | 2,711 | $1.52M | 0.03% | +2,711 | New |
| Mawer Investment Management Ltd. | 2,620 | $1.47M | 0.01% | +394+17.7% | Added |
| Davenport & Co LLC | 2,590 | $1.45M | 0.01% | −3−0.1% | Reduced |
| City Holding Co | 2,532 | $1.42M | 0.25% | +94+3.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,514 | $1.41M | 0.04% | +8+0.3% | Added |
| Oppenheimer Asset Management Inc. | 2,493 | $1.40M | 0.02% | −170−6.4% | Reduced |
| Munro Partners | 2,474 | $1.38M | 0.07% | −2,610−51.3% | Reduced |
| Metis Global Partners, LLC | 2,471 | $1.38M | 0.09% | +806+48.4% | Added |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.36M | 0.69% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,382 | $1.33M | 0.01% | −12−0.5% | Reduced |
| Advisor OS, LLC | 2,375 | $1.33M | 0.32% | +66+2.9% | Added |
| Industrial Alliance Investment Management Inc. | 2,368 | $1.32M | 0.04% | +2,368 | New |
| Kestra Advisory Services, LLC | 2,360 | $1.32M | 0.01% | −2,838−54.6% | Reduced |
| Atria Investments LLC | 2,339 | $1.31M | 0.02% | +130+5.9% | Added |
| Mercer Global Advisors Inc | 2,286 | $1.28M | 0.01% | −198−8.0% | Reduced |
| Brookfield Asset Management Inc. | 2,285 | $1.28M | 0.01% | +2,285 | New |
| ProVise Management Group, LLC | 2,264 | $1.27M | 0.12% | −485−17.6% | Reduced |
| Empirical Finance, LLC | 2,232 | $1.25M | 0.12% | +89+4.2% | Added |
| Tower Research Capital LLC (TRC) | 2,233 | $1.25M | 0.04% | +832+59.4% | Added |
| Bennett Selby Investments LP | 2,227 | $1.25M | 0.82% | +10.0% | Added |
| Engineers Gate Manager LP | 2,207 | $1.24M | 0.05% | −531−19.4% | Reduced |
| Dana Investment Advisors, Inc. | 2,190 | $1.23M | 0.06% | +2+0.1% | Added |
| Paragon Advisors, LLC | 2,180 | $1.22M | 0.41% | −400−15.5% | Reduced |
| Intech Investment Management LLC | 2,172 | $1.22M | 0.01% | −122−5.3% | Reduced |
| AXS Investments LLC | 2,167 | $1.21M | 0.40% | −69−3.1% | Reduced |
| Bayesian Capital Management, LP | 2,138 | $1.20M | 0.15% | −600−21.9% | Reduced |
| Brookstone Capital Management | 2,140 | $1.15M | 0.02% | +2,140 | New |
| Qsemble Capital Management, LP | 2,050 | $1.15M | 0.77% | +2,050 | New |
| Veritable, L.P. | 2,042 | $1.14M | 0.02% | +287+16.4% | Added |
| Exencial Wealth Advisors, LLC | 2,013 | $1.13M | 0.06% | +10.0% | Added |
| Birinyi Associates Inc | 2,001 | $1.12M | 0.46% | −250−11.1% | Reduced |
| Two Sigma Securities, LLC | 1,981 | $1.11M | 0.09% | +968+95.6% | Added |
| Value Partners Investments Inc. | 1,965 | $1.10M | 0.09% | −2−0.1% | Reduced |
| Fortis Capital Management LLC | 1,955 | $1.09M | 0.44% | +205+11.7% | Added |
| Toroso Investments, LLC | 1,936 | $1.08M | 0.04% | +121+6.7% | Added |
| Advisory Services Network, LLC | 1,906 | $1.07M | 0.03% | +229+13.7% | Added |
| Vestcor Inc | 1,903 | $1.06M | 0.04% | −8−0.4% | Reduced |
| Liberty Wealth Management LLC | 1,898 | $1.06M | 0.22% | +1,898 | New |
| Clearbridge Investments, LLC | 1,891 | $1.06M | 0.00% | +1,891 | New |
| Ostrum Asset Management | 1,883 | $1.05M | 0.09% | +1,883 | New |
| TrimTabs Asset Management, LLC | 1,878 | $1.05M | 0.56% | +240+14.7% | Added |
| Sompo Asset Management Co., Ltd. | 1,850 | $1.04M | 0.22% | +160+9.5% | Added |
| SRN Advisors, LLC | 1,881 | $1.03M | 0.95% | +373+24.7% | Added |
| Arbor Capital Management Inc | 1,952 | $1.03M | 0.84% | −100−4.9% | Reduced |
| Meeder Advisory Services, Inc. | 1,839 | $1.03M | 0.12% | +89+5.1% | Added |
| Segment Wealth Management, LLC | 1,834 | $1.03M | 0.12% | −40−2.1% | Reduced |
| Ci Investments Inc. | 1,816 | $1.02M | 0.01% | −1,283−41.4% | Reduced |
| Buckley Wealth Management, LLC | 1,795 | $1.00M | 0.37% | −90−4.8% | Reduced |
| Van Leeuwen & Company, LLC | 1,782 | $997.4K | 0.67% | +1,782 | New |
| Apollon Wealth Management, LLC | 1,778 | $995.2K | 0.06% | −156−8.1% | Reduced |
| Chartwell Investment Partners, LLC | 1,761 | $985.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 1,731 | $968.8K | 0.04% | +407+30.7% | Added |
| Wetherby Asset Management Inc | 1,711 | $957.6K | 0.06% | −18−1.0% | Reduced |
| Balboa Wealth Partners | 1,701 | $952.3K | 0.36% | −2,251−57.0% | Reduced |
| Alberta Investment Management Corp | 1,700 | $951.5K | 0.01% | +1,700 | New |
| Signet Financial Management, LLC | 1,689 | $945.3K | 0.16% | +1,689 | New |
| RB Capital Management, LLC | 1,671 | $935.3K | 0.31% | +83+5.2% | Added |
| Capital International Ltd | 1,627 | $910.6K | 0.05% | +1,627 | New |
| Aspen Grove Capital, LLC | 1,626 | $910.1K | 0.40% | −210−11.4% | Reduced |
| Heartland Bank & Trust Co | 1,622 | $907.8K | 0.69% | +1,622 | New |
| Ballentine Partners, LLC | 1,606 | $898.9K | 0.02% | +19+1.2% | Added |
| Merit Financial Group, LLC | 1,604 | $897.7K | 0.03% | +2+0.1% | Added |
| Weiss Asset Management LP | 1,600 | $895.5K | 0.07% | +1,600 | New |
| Glenmede Trust Co NA | 1,584 | $886.5K | 0.01% | −5−0.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,564 | $875.4K | 0.21% | −17−1.1% | Reduced |
| Lincoln National Corp | 1,548 | $866.5K | 0.02% | +324+26.5% | Added |
| Wealth Management Associates, Inc. | 1,548 | $866.4K | 0.54% | −54−3.4% | Reduced |
| Pier Capital, LLC | 1,546 | $865.3K | 0.13% | −269−14.8% | Reduced |
| Illinois Municipal Retirement Fund | 1,543 | $864.0K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 9,710 | $852.5K | 0.02% | +9,127+1,565.5% | Added |
| Retireful, LLC | 1,521 | $851.3K | 0.27% | +1,521 | New |
| Jefferies Financial Group Inc. | 1,503 | $841.2K | 0.02% | −3,698−71.1% | Reduced |
| Graham Capital Management, L.P. | 1,499 | $839.0K | 0.03% | +580+63.1% | Added |
| Ellevest, Inc. | 1,495 | $836.7K | 0.07% | +34+2.3% | Added |
| CWM, LLC | 1,489 | $833.0K | 0.01% | −3−0.2% | Reduced |
| Cypress Asset Management Inc | 1,478 | $827.2K | 0.29% | −15−1.0% | Reduced |
| Blair William & Co | 1,470 | $822.8K | 0.00% | −240−14.0% | Reduced |
| Natixis | 1,464 | $819.4K | 0.01% | −14,579−90.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,458 | $816.0K | 0.00% | −414−22.1% | Reduced |
| Algert Global LLC | 1,450 | $811.5K | 0.04% | −380−20.8% | Reduced |
| ETF Managers Group, LLC | 1,442 | $807.1K | 0.03% | +21+1.5% | Added |
| Sentry Investment Management LLC | 1,440 | $806.0K | 0.33% | +903+168.2% | Added |
| Alera Investment Advisors, LLC | 1,434 | $802.6K | 0.18% | +16+1.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,416 | $792.5K | 0.02% | +743+110.4% | Added |
| Moody Lynn & Lieberson, LLC | 1,388 | $776.9K | 0.07% | +11+0.8% | Added |
| Institute for Wealth Management, LLC. | 1,368 | $765.7K | 0.15% | −26−1.9% | Reduced |
| Pathstone Family Office, LLC | 920 | $764.2K | 0.01% | −3,006−76.6% | Reduced |
| Hancock Whitney Corp | 1,364 | $763.0K | 0.03% | −3−0.2% | Reduced |
| Oak Ridge Investments LLC | 1,346 | $753.3K | 0.10% | +94+7.5% | Added |
| Coldstream Capital Management Inc | 1,307 | $731.4K | 0.02% | +25+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,290 | $722.0K | 0.00% | −90−6.5% | Reduced |
| Bradley Foster & Sargent Inc | 1,286 | $719.8K | 0.02% | 00.0% | Unchanged |
| Ossiam | 1,286 | $719.8K | 0.01% | +253+24.5% | Added |