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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.

Institutional holdersQ1 2023: 821 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ1 2023: $40.7B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2022.

Institutions holding MSCI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JFS Wealth Advisors, LLC138$77.4K0.01%−1−0.7%Reduced
Glassman Wealth Services136$76.1K0.01%+3+2.3%Added
Riverview Trust Co133$74.4K0.07%00.0%Unchanged
Grove Bank & Trust119$66.6K0.01%−16−11.9%Reduced
Parkside Financial Bank & Trust115$64.4K0.02%+2+1.8%Added
Huntington National Bank115$64.4K0.00%+14+13.9%Added
Taikang Asset Management (Hong Kong) Co Ltd14,314$62.9K1.45%−1,356−8.7%Reduced
Umb Bank N A111$62.1K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC106$59.5K0.01%+1+1.0%Added
Resurgent Financial Advisors LLC106$59.3K0.04%−54−33.8%Reduced
Barrett & Company, Inc.106$59.2K0.04%00.0%Unchanged
Rosenberg Matthew Hamilton104$58.2K0.02%00.0%Unchanged
Pointe Capital Management LLC100$56.0K0.04%+100New
Livforsakringsbolaget Skandia, Omsesidigt100$55.9K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.99$55.4K0.03%+5+5.3%Added
Quantbot Technologies LP98$54.9K0.00%+98New
MV Capital Management, Inc.97$54.3K0.01%+2+2.1%Added
Washington Trust Advisors, Inc.91$50.9K0.01%+6+7.1%Added
Private Trust Co NA90$50.4K0.01%+4+4.7%Added
Arlington Partners LLC88$49.3K0.01%+8+10.0%Added
Covestor Ltd86$49.0K0.04%−5−5.5%Reduced
Clearstead Advisors, LLC85$47.6K0.00%+58+214.8%Added
AdvisorNet Financial, Inc83$46.5K0.00%+3+3.8%Added
Ridgewood Investments LLC82$45.9K0.03%+82New
Quent Capital, LLC76$42.6K0.01%00.0%Unchanged
Kelly Financial Services LLC65$36.2K0.02%−5−7.1%Reduced
Atlas Capital Advisors LLC62$34.7K0.01%+62New
Farmers & Merchants Investments Inc61$34.1K0.00%00.0%Unchanged
HWG Holdings LP57$31.9K0.02%00.0%Unchanged
Altshuler Shaham Ltd56$31.3K0.00%−12−17.6%Reduced
Toth Financial Advisory Corp55$30.8K0.00%+55New
Manchester Capital Management LLC53$29.7K0.00%+46+657.1%Added
Osterweis Capital Management Inc52$29.1K0.00%00.0%Unchanged
Valley National Advisers Inc50$27.0K0.00%+14+38.9%Added
Bell Investment Advisors, Inc46$25.7K0.01%00.0%Unchanged
Princeton Global Asset Management LLC46$25.7K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.43$24.1K0.00%+1+2.4%Added
Washington Trust Co43$24.1K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC41$23.0K0.01%00.0%Unchanged
Cambridge Trust Co40$22.4K0.00%−31−43.7%Reduced
Earnest Partners LLC37$20.7K0.00%00.0%Unchanged
Accel Wealth Management37$20.7K0.01%00.0%Unchanged
Steward Financial Group LLC37$20.0K0.01%+8+27.6%Added
GPS Wealth Strategies Group, LLC31$17.1K0.00%+31New
Financial Management Professionals, Inc.31$17.0K0.00%+1+3.3%Added
Exchange Traded Concepts, LLC30$16.8K0.00%+22+275.0%Added
Ronald Blue Trust, Inc.34$16.0K0.00%−11−24.4%Reduced
Tradition Wealth Management, LLC28$16.0K0.00%00.0%Unchanged
Trust Co of Vermont27$15.1K0.00%+5+22.7%Added
Asset Dedication, LLC24$14.0K0.00%+17+242.9%Added
Core Alternative Capital23$12.9K0.00%+5+27.8%Added
Carmichael Hill & Associates, Inc.23$12.9K0.01%00.0%Unchanged
Larson Financial Group LLC22$12.3K0.00%00.0%Unchanged
NewSquare Capital LLC20$11.2K0.00%+20New
Bellwether Advisors, LLC20$11.2K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP20$11.2K0.01%00.0%Unchanged
Versant Capital Management, Inc20$11.2K0.00%−2−9.1%Reduced
Venturi Wealth Management, LLC17$9.52K0.00%+17New
Tucker Asset Management LLC17$9.52K0.00%+17New
Stuart Chaussee & Associates, Inc.15$8.39K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC14$7.84K0.00%−5−26.3%Reduced
American National Bank14$7.84K0.00%+9+180.0%Added
FinTrust Capital Advisors, LLC16$7.44K0.00%00.0%Unchanged
Baystate Wealth Management LLC13$7.28K0.00%+13New
Sutton Wealth Advisors Inc.12$6.72K0.00%−3−20.0%Reduced
Optimum Investment Advisors12$6.72K0.00%+12New
Abound Wealth Management11$6.16K0.00%+4+57.1%Added
Heritage Wealth Advisors11$6.16K0.00%−34−75.6%Reduced
Delta Asset Management LLC11$6.16K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC11$6.16K0.00%00.0%Unchanged
Eukles Asset Management11$6.16K0.00%00.0%Unchanged
Schubert & Co11$6.16K0.01%+1+10.0%Added
Lee Financial Co11$6.16K0.00%+5+83.3%Added
Sofos Investments, Inc.560$5.73K0.25%+95+20.4%Added
Eagle Bay Advisors LLC10$5.60K0.00%−9−47.4%Reduced
Albion Financial Group9$5.04K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC9$5.04K0.00%+2+28.6%Added
Prestige Wealth Management Group LLC9$5.04K0.00%+5+125.0%Added
Pin Oak Investment Advisors Inc7$4.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC7$3.93K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$3.92K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$3.92K0.00%00.0%Unchanged
Red Tortoise LLC7$3.92K0.00%00.0%Unchanged
Davidson Capital Management Inc.7$3.92K0.00%+1+16.7%Added
Central Bank & Trust Co7$3.92K0.00%+7New
SRS Capital Advisors, Inc.6$3.36K0.00%+6New
Trifecta Capital Advisors, LLC6$3.36K0.00%00.0%Unchanged
RFP Financial Group LLC6$3.36K0.00%00.0%Unchanged
Disciplined Investments, LLC6$3.36K0.00%+2+50.0%Added
Ameritas Advisory Services, LLC6$3.02K0.00%+6New
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC5$3.00K0.00%00.0%Unchanged
Harvest Group Wealth Management, LLC5$2.80K0.00%−1−16.7%Reduced
Estabrook Capital Management5$2.80K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.80K0.00%00.0%Unchanged
Key Financial Inc5$2.80K0.00%00.0%Unchanged
WealthPLAN Partners, LLC5$2.80K0.00%+5New
BerganKDV Wealth Management, LLC4$2.24K0.00%00.0%Unchanged
Old North State Trust, LLC3$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC3$2.00K0.00%+3New