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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 3 | $1.68K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $1.68K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $1.68K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.68K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 2 | $1.12K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $1.12K | 0.00% | +2 | New |
| ICA Group Wealth Management, LLC | 2 | $1.12K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $1.11K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| North Star Investment Management Corp. | 1 | $560 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $560 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $560 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $560 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1 | $560 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1 | $560 | 0.00% | +1 | New |
| McIlrath & Eck, LLC | 1 | $560 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $560 | 0.00% | +1 | New |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −216,607−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −61,393−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −28,421−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −16,334−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,365−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,497−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,420−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,174−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,566−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −3,877−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −3,255−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,087−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −3,031−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,681−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −2,599−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −1,882−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −1,762−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,666−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,047−100.0% | Sold out |
| Utah Peaks Capital Inc | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −772−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| WJ Wealth Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| My Legacy Advisors, LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| Sycomore Asset Management | 0 | $0 | 0.00% | −273−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Cambridge Financial Group, Inc. | – | – | – | – | Not filed |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |