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 |
|---|---|---|---|---|---|
| InterOcean Capital Group, LLC | 1,269 | $710.2K | 0.02% | +7+0.6% | Added |
| Pinnacle Associates Ltd | 1,268 | $709.7K | 0.01% | +62+5.1% | Added |
| Qtron Investments LLC | 1,267 | $709.1K | 0.15% | +442+53.6% | Added |
| Stelac Advisory Services LLC | 1,226 | $686.2K | 0.30% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,196 | $669.4K | 0.02% | +25+2.1% | Added |
| Snowden Capital Advisors LLC | 1,196 | $669.4K | 0.03% | +43+3.7% | Added |
| BSW Wealth Partners | 1,185 | $663.2K | 0.14% | −21−1.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,177 | $658.8K | 0.03% | +384+48.4% | Added |
| Sigma Planning Corp | 1,161 | $650.0K | 0.02% | +29+2.6% | Added |
| Harbor Capital Advisors, Inc. | 1,160 | $649.2K | 0.19% | +997+611.7% | Added |
| Baker Avenue Asset Management, LP | 1,157 | $647.6K | 0.03% | +1,134+4,930.4% | Added |
| Clarus Wealth Advisors | 1,192 | $636.3K | 0.40% | +673+129.7% | Added |
| Angeles Wealth Management, LLC | 1,122 | $628.0K | 0.09% | +95+9.3% | Added |
| Verition Fund Management LLC | 1,112 | $622.4K | 0.01% | −2,512−69.3% | Reduced |
| Navellier & Associates Inc | 1,103 | $617.3K | 0.13% | +61+5.9% | Added |
| Keybank National Association | 1,103 | $617.3K | 0.00% | −26−2.3% | Reduced |
| Beacon Pointe Advisors, LLC | 1,093 | $611.8K | 0.01% | +141+14.8% | Added |
| Evercore Wealth Management, LLC | 1,078 | $603.3K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,074 | $600.0K | 0.00% | −318−22.8% | Reduced |
| Stanley-Laman Group, Ltd. | 1,069 | $598.3K | 0.11% | −17−1.6% | Reduced |
| Clarius Group, LLC | 1,024 | $573.1K | 0.05% | −3−0.3% | Reduced |
| Veriti Management LLC | 1,019 | $570.4K | 0.07% | +147+16.9% | Added |
| Cornercap Investment Counsel Inc | 1,000 | $559.7K | 0.10% | −3,750−78.9% | Reduced |
| Harbor Advisors LLC | 1,000 | $559.7K | 0.13% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 991 | $554.7K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 990 | $554.1K | 0.01% | +113+12.9% | Added |
| Profund Advisors LLC | 974 | $545.1K | 0.03% | +61+6.7% | Added |
| Fund Management at Engine No. 1 LLC | 970 | $542.9K | 0.11% | +90+10.2% | Added |
| Cigna Investments Inc | 958 | $536.0K | 0.11% | −28−2.8% | Reduced |
| Cipher Capital LP | 955 | $534.5K | 0.10% | +52+5.8% | Added |
| Wedmont Private Capital | 993 | $524.7K | 0.07% | +58+6.2% | Added |
| WR Wealth Planners, LLC | 933 | $522.2K | 0.23% | +30+3.3% | Added |
| Lido Advisors, LLC | 926 | $518.5K | 0.01% | +51+5.8% | Added |
| Trust Asset Management LLC | 919 | $514.4K | 0.06% | +2+0.2% | Added |
| LMR Partners LLP | 915 | $512.1K | 0.01% | +259+39.5% | Added |
| Quantinno Capital Management LP | 909 | $509.0K | 0.03% | +909 | New |
| DoubleLine ETF Adviser LP | 906 | $507.1K | 0.22% | −219−19.5% | Reduced |
| Camden Capital, LLC | 890 | $498.2K | 0.07% | −12−1.3% | Reduced |
| Virtue Capital Management, LLC | 1,083 | $496.3K | 0.08% | −86−7.4% | Reduced |
| Resources Investment Advisors, LLC. | 881 | $493.3K | 0.01% | +210+31.3% | Added |
| Segall Bryant & Hamill, LLC | 879 | $491.0K | 0.01% | −113−11.4% | Reduced |
| Pitcairn Co | 877 | $490.8K | 0.05% | −3−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 876 | $490.3K | 0.04% | +876 | New |
| Quantamental Technologies LLC | 875 | $489.7K | 0.26% | +373+74.3% | Added |
| NorthRock Partners, LLC | 871 | $487.5K | 0.05% | +107+14.0% | Added |
| Checchi Capital Advisers, LLC | 867 | $485.3K | 0.05% | −12−1.4% | Reduced |
| ABN AMRO Bank N.V. | 855 | $480.2K | 0.01% | +855 | New |
| Texas Capital Bank Wealth Management Services Inc | 850 | $475.7K | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 848 | $475.0K | 0.03% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 847 | $474.1K | 0.09% | −164−16.2% | Reduced |
| BMS Financial Advisors, LLC | 847 | $474.1K | 0.33% | +5+0.6% | Added |
| RFG Advisory, LLC | 834 | $466.8K | 0.02% | −1−0.1% | Reduced |
| Pearl River Capital, LLC | 820 | $458.9K | 0.07% | −763−48.2% | Reduced |
| JSF Financial, LLC | 819 | $458.4K | 0.17% | +36+4.6% | Added |
| Raymond James Trust N.A. | 808 | $452.0K | 0.01% | −31−3.7% | Reduced |
| Foundry Partners, LLC | 806 | $451.1K | 0.03% | −13−1.6% | Reduced |
| CAPROCK Group, Inc. | 801 | $448.3K | 0.03% | −175−17.9% | Reduced |
| Atlantic Union Bankshares Corp | 798 | $446.6K | 0.05% | +798 | New |
| Moody National Bank Trust Division | 795 | $445.0K | 0.04% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 791 | $442.7K | 0.08% | −294−27.1% | Reduced |
| Zions Bancorporation, N.A. | 790 | $442.2K | 0.04% | −4−0.5% | Reduced |
| Boit C F David | 810 | $441.8K | 0.30% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 780 | $436.6K | 0.10% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 776 | $434.3K | 0.01% | +23+3.1% | Added |
| Capula Management Ltd | 776 | $434.3K | 0.04% | +776 | New |
| Meiji Yasuda Asset Management Co Ltd. | 775 | $434.0K | 0.02% | −30−3.7% | Reduced |
| J2 Capital Management Inc | 774 | $433.2K | 0.67% | 00.0% | Unchanged |
| Scotia Capital Inc. | 771 | $431.5K | 0.00% | +157+25.6% | Added |
| Beverly Hills Private Wealth, LLC | 770 | $431.0K | 0.13% | +37+5.0% | Added |
| National Asset Management, Inc. | 770 | $430.7K | 0.01% | −8−1.0% | Reduced |
| Transform Wealth, LLC | 768 | $430.0K | 0.04% | −55−6.7% | Reduced |
| Quadrant Capital Group LLC | 768 | $429.8K | 0.04% | +84+12.3% | Added |
| Great Lakes Retirement, Inc. | 766 | $428.7K | 0.08% | +766 | New |
| Cresset Asset Management, LLC | 755 | $422.6K | 0.01% | +755 | New |
| SFMG, LLC | 752 | $420.9K | 0.05% | +22+3.0% | Added |
| Fidelis Capital Partners, LLC | 871 | $412.6K | 0.18% | +871 | New |
| Bryn Mawr Trust Co | 728 | $407.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 726 | $406.3K | 0.11% | +165+29.4% | Added |
| Schonfeld Strategic Advisors LLC | 726 | $406.3K | 0.00% | −1,712−70.2% | Reduced |
| Empowered Funds, LLC | 723 | $404.7K | 0.02% | +84+13.1% | Added |
| HB Wealth Management, LLC | 720 | $403.0K | 0.01% | −23−3.1% | Reduced |
| Horizon Investments, LLC | 715 | $399.0K | 0.01% | +715 | New |
| Perigon Wealth Management, LLC | 706 | $395.1K | 0.02% | −18−2.5% | Reduced |
| CNB Bank | 704 | $394.0K | 0.24% | −2−0.3% | Reduced |
| Telemus Capital, LLC | 696 | $389.5K | 0.03% | +21+3.1% | Added |
| Desjardins Global Asset Management Inc. | 691 | $386.0K | 0.05% | +453+190.3% | Added |
| TownSquare Capital, LLC | 689 | $385.6K | 0.01% | −8−1.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $384.1K | 0.22% | −300−30.0% | Reduced |
| Boston Private Wealth LLC | 685 | $383.1K | 0.01% | −34−4.7% | Reduced |
| Machina Capital S.A.S. | 674 | $377.2K | 0.33% | +674 | New |
| Private Advisor Group, LLC | 673 | $376.7K | 0.00% | +15+2.3% | Added |
| Siemens Fonds Invest GmbH | 672 | $376.1K | 0.04% | −7−1.0% | Reduced |
| Brown Brothers Harriman & Co | 670 | $375.0K | 0.00% | +102+18.0% | Added |
| Parallel Advisors, LLC | 664 | $372.1K | 0.01% | +24+3.8% | Added |
| Acrisure Capital Management, LLC | 663 | $371.1K | 0.38% | −1,514−69.5% | Reduced |
| Cetera Advisors LLC | 659 | $368.9K | 0.01% | −8−1.2% | Reduced |
| Kinneret Advisory, LLC | 645 | $361.0K | 0.05% | −35−5.1% | Reduced |
| Wealth Alliance | 621 | $347.5K | 0.06% | +9+1.5% | Added |
| D. E. Shaw & Co., Inc. | 620 | $347.0K | 0.00% | −1,048−62.8% | Reduced |
| Forge First Asset Management Inc. | 620 | $346.6K | 0.16% | −15,500−96.2% | Reduced |