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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 611 | $342.0K | 0.04% | −11−1.8% | Reduced |
| VGI Partners Ltd | 600 | $335.8K | 0.07% | +600 | New |
| Centiva Capital, LP | 598 | $334.7K | 0.02% | +598 | New |
| Graypoint LLC | 596 | $333.6K | 0.04% | +22+3.8% | Added |
| Ascent Wealth Partners, LLC | 596 | $333.6K | 0.07% | −6−1.0% | Reduced |
| Scholtz & Company, LLC | 591 | $331.0K | 0.24% | +591 | New |
| Fukoku Mutual Life Insurance Co | 587 | $328.5K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 584 | $326.9K | 0.01% | +324+124.6% | Added |
| Apeiron RIA LLC | 581 | $324.8K | 0.11% | +581 | New |
| Harvest Fund Management Co., Ltd | 574 | $321.0K | 0.07% | +98+20.6% | Added |
| Fenimore Asset Management Inc | 572 | $320.1K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 564 | $316.0K | 0.01% | −229−28.9% | Reduced |
| Gotham Asset Management, LLC | 564 | $315.7K | 0.01% | −4,637−89.2% | Reduced |
| Ancora Advisors, LLC | 564 | $315.7K | 0.01% | −1−0.2% | Reduced |
| Balentine LLC | 560 | $313.4K | 0.01% | +5+0.9% | Added |
| Conning Inc. | 555 | $310.6K | 0.01% | −6−1.1% | Reduced |
| Blueshift Asset Management, LLC | 554 | $310.1K | 0.13% | +554 | New |
| Flagship Harbor Advisors, LLC | 553 | $309.4K | 0.03% | −39−6.6% | Reduced |
| Valeo Financial Advisors, LLC | 543 | $303.9K | 0.01% | +95+21.2% | Added |
| Donoghue Forlines LLC | 543 | $303.9K | 0.11% | +543 | New |
| Chilton Investment Co LLC | 530 | $296.6K | 0.01% | −29−5.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 526 | $294.4K | 0.01% | −3−0.6% | Reduced |
| Fishman Jay A Ltd | 520 | $291.0K | 0.04% | −25−4.6% | Reduced |
| Comerica Securities,inc. | 517 | $289.4K | 0.02% | +73+16.4% | Added |
| Kolinsky Wealth Management, LLC | 517 | $289.0K | 0.31% | −11−2.1% | Reduced |
| Forum Financial Management, LP | 512 | $286.6K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 511 | $286.0K | 0.00% | +12+2.4% | Added |
| Forte Capital LLC | 511 | $285.8K | 0.04% | −281−35.5% | Reduced |
| Shelton Capital Management | 510 | $285.4K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 501 | $280.0K | 0.21% | +501 | New |
| HighVista Strategies LLC | 500 | $279.8K | 0.23% | +500 | New |
| Prescott Group Capital Management, L.L.C. | 491 | $275.0K | 0.06% | 00.0% | Unchanged |
| Geller Advisors LLC | 482 | $269.8K | 0.04% | +482 | New |
| Crestmont Private Wealth LLC | 482 | $269.8K | 0.18% | +482 | New |
| Renasant Bank | 480 | $268.6K | 0.21% | +480 | New |
| Independent Advisor Alliance | 478 | $267.4K | 0.01% | +478 | New |
| Personal Cfo Solutions, LLC | 473 | $264.8K | 0.05% | +24+5.3% | Added |
| WealthBridge Capital Management, LLC | 473 | $264.7K | 0.11% | +2+0.4% | Added |
| American Trust | 469 | $262.5K | 0.02% | −26−5.3% | Reduced |
| Thoroughbred Financial Services, LLC | 468 | $262.0K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 466 | $260.8K | 0.02% | −1,354−74.4% | Reduced |
| Fiduciary Trust Co | 459 | $256.9K | 0.00% | −25−5.2% | Reduced |
| Gallacher Capital Management LLC | 456 | $255.0K | 0.15% | +456 | New |
| NewEdge Wealth, LLC | 445 | $249.0K | 0.01% | +445 | New |
| Schechter Investment Advisors, LLC | 440 | $246.3K | 0.02% | +440 | New |
| Capital Advisors, Ltd. LLC | 439 | $246.0K | 0.04% | +2+0.5% | Added |
| Old National Bancorp | 431 | $241.2K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 427 | $239.0K | 0.01% | +427 | New |
| Rehmann Capital Advisory Group | 423 | $236.8K | 0.02% | +423 | New |
| Natixis Investment Managers International | 422 | $236.2K | 0.02% | −204−32.6% | Reduced |
| Mather Group, LLC. | 420 | $235.1K | 0.00% | +420 | New |
| Smithfield Trust Co | 417 | $234.0K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 416 | $232.8K | 0.04% | −24−5.5% | Reduced |
| Caxton Associates LP | 416 | $232.8K | 0.04% | +416 | New |
| Principal Street Partners, LLC | 410 | $229.5K | 0.06% | +410 | New |
| EverSource Wealth Advisors, LLC | 406 | $227.6K | 0.03% | −3−0.7% | Reduced |
| Blue Edge Capital, LLC | 400 | $223.9K | 0.05% | +400 | New |
| Mayflower Financial Advisors, LLC | 399 | $223.3K | 0.03% | +399 | New |
| PDS Planning, Inc | 397 | $222.2K | 0.03% | +397 | New |
| Veracity Capital LLC | 396 | $221.4K | 0.10% | +396 | New |
| Stephens Inc | 395 | $221.1K | 0.00% | −40−9.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 394 | $220.5K | 0.04% | +394 | New |
| Robertson Stephens Wealth Management, LLC | 391 | $218.8K | 0.02% | +391 | New |
| TD Waterhouse Canada Inc. | 335 | $217.6K | 0.00% | +21+6.7% | Added |
| LVW Advisors, LLC | 386 | $216.0K | 0.04% | +386 | New |
| Sage Mountain Advisors LLC | 383 | $214.4K | 0.03% | +383 | New |
| Integrated Advisors Network LLC | 381 | $213.2K | 0.01% | +381 | New |
| Sunbelt Securities, Inc. | 383 | $210.2K | 0.03% | +383 | New |
| Douglass Winthrop Advisors, LLC | 370 | $207.0K | 0.01% | +370 | New |
| Savant Capital, LLC | 369 | $206.5K | 0.00% | +369 | New |
| Perennial Advisors, LLC | 367 | $205.4K | 0.06% | +367 | New |
| Anchor Investment Management, LLC | 367 | $205.4K | 0.03% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 360 | $201.5K | 0.05% | +360 | New |
| Northwestern Mutual Wealth Management Co | 356 | $199.3K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 324 | $181.3K | 0.00% | −30−8.5% | Reduced |
| Global Retirement Partners, LLC | 361 | $168.1K | 0.01% | +5+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 286 | $160.1K | 0.00% | +32+12.6% | Added |
| Belpointe Asset Management LLC | 285 | $159.6K | 0.01% | −4−1.4% | Reduced |
| JCIC Asset Management Inc. | 280 | $156.7K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 272 | $152.3K | 0.01% | −3−1.1% | Reduced |
| Godsey & Gibb Associates | 250 | $139.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 246 | $137.7K | 0.03% | +4+1.7% | Added |
| Clean Yield Group | 245 | $137.1K | 0.06% | +245 | New |
| Veritas Investment Partners (UK) Ltd. | 245 | $136.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 238 | $133.3K | 0.00% | +63+36.0% | Added |
| New Hampshire Trust | 237 | $132.6K | 0.04% | −2−0.8% | Reduced |
| KB Financial Partners, LLC | 234 | $131.0K | 0.04% | +33+16.4% | Added |
| Cullen/Frost Bankers, Inc. | 227 | $127.0K | 0.00% | +112+97.4% | Added |
| Harbour Investments, Inc. | 207 | $115.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 207 | $115.9K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $111.9K | 0.07% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 194 | $108.6K | 0.03% | −15−7.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 192 | $107.6K | 0.01% | +192 | New |
| Geo Capital Gestora de Recursos Ltd | 176 | $99.0K | 0.07% | −12−6.4% | Reduced |
| Clear Street Markets LLC | 158 | $88.0K | 0.02% | +76+92.7% | Added |
| Massmutual Trust Co FSB | 155 | $86.8K | 0.00% | +30+24.0% | Added |
| Acima Private Wealth, LLC | 153 | $85.6K | 0.04% | +153 | New |
| IFP Advisors, Inc | 518 | $84.7K | 0.00% | −303−36.9% | Reduced |
| Catalyst Capital Advisors LLC | 150 | $84.0K | 0.00% | +150 | New |
| Hantz Financial Services, Inc. | 141 | $79.0K | 0.00% | −33−19.0% | Reduced |