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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.

Q2 2023 vs. Q1 2023

How the institutions holding MSCI Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of MSCI: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders8215814−2
Shares72.9M29.8K71.2M−1.61M (−2.2%)
Value$40.7B$16.7M$33.4B−$7.26B (−17.8%)

5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held MSCI Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to MSCI in Q2 2023
InstitutionSharesValue% of portfolio
Ownership Capital B.V.276,116$129.6M2.27%
AustralianSuper Pty Ltd213,847$100.4M0.64%
Twinbeech Capital LP113,306$53.2M1.05%
Impax Asset Management Group plc69,222$32.5M0.13%
Quadrature Capital Ltd41,044$19.3M0.42%
ExodusPoint Capital Management, LP33,388$15.7M0.18%
Eventide Asset Management, LLC30,415$14.3M0.24%
Twin Tree Management, LP28,924$13.6M0.28%
Aquatic Capital Management LLC28,800$13.5M0.73%
Tudor Investment Corp Et Al27,673$13.0M0.21%
Vaughan Nelson Investment Management, L.P.26,915$12.6M0.14%
Point72 Middle East FZE23,306$10.9M0.61%
Modera Wealth Management, LLC21,963$10.3M0.19%
Holocene Advisors, LP21,693$10.2M0.04%
Motley Fool Asset Management LLC19,093$8.96M0.80%
Motley Fool Wealth Management, LLC14,798$6.94M0.41%
HRT Financial LP14,553$6.83M0.06%
Seven Eight Capital, LP11,731$5.51M0.91%
Bell Asset Management Ltd9,874$4.63M0.79%
Crestline Management, LP8,997$4.22M0.46%
Virtu Financial LLC8,499$3.99M0.30%
iA Global Asset Management Inc.8,372$3.93M0.10%
Prana Capital Management, LP7,759$3.64M0.24%
Echo Street Capital Management LLC6,329$2.97M0.03%
Teza Capital Management LLC3,962$1.86M0.30%
Trexquant Investment LP3,836$1.80M0.05%
Efg Capital International Corp.3,832$1.80M0.42%
Oak Thistle LLC3,151$1.48M0.78%
GYL Financial Synergies, LLC3,058$1.44M0.13%
Neo Ivy Capital Management2,580$1.21M0.64%
Dynamic Technology Lab Private Ltd2,553$1.20M0.15%
Campbell & CO Investment Adviser LLC2,519$1.18M0.21%
Y-Intercept (Hong Kong) Ltd2,340$1.10M0.12%
Monumental Financial Group Inc.2,273$1.07M0.72%
Keystone Investors Pte Ltd2,100$985.5K0.17%
Fox Run Management, L.L.C.2,019$947.5K0.27%
Great Lakes Advisors, LLC1,978$928.3K0.01%
Woodline Partners LP1,685$790.8K0.01%
Ontario Teachers Pension Plan Board1,411$662.2K0.01%
Nebula Research & Development LLC1,337$627.4K0.48%
Roundview Capital LLC1,104$518.1K0.05%
Palumbo Wealth Management LLC1,104$518.0K0.32%
Advisors Asset Management, Inc.1,079$506.4K0.01%
Meridian Wealth Management, LLC944$443.0K0.04%
Boothbay Fund Management, LLC941$441.6K0.02%
Boulder Hill Capital Management LP900$422.4K0.81%
World Equity Group, Inc.755$354.3K0.10%
Headlands Technologies LLC734$344.5K0.11%
Hennion & Walsh Asset Management, Inc.719$337.0K0.02%
MQS Management LLC718$336.9K0.23%
Arkadios Wealth Advisors701$329.1K0.04%
Axq Capital, LP700$328.5K0.41%
EA Series Trust650$305.0K0.01%
Legacy Advisors, LLC634$297.5K0.04%
Silver Oak Securities, Inc611$287.0K0.05%
Versor Investments LP609$285.8K0.05%
DRW Securities, LLC607$285.0K0.02%
WJ Wealth Management, LLC600$281.6K0.13%
UniSuper Management Pty Ltd600$281.6K0.00%
Empirical Asset Management, LLC593$278.5K0.25%
Meritage Group LP585$275.0K0.01%
Summit Global Investments582$273.0K0.02%
Avory & Company, LLC569$267.1K0.20%
Jacobs Levy Equity Management, Inc513$240.7K0.00%
DF Dent & Co Inc504$236.5K0.00%
TRUE Private Wealth Advisors456$214.0K0.03%
MJP Associates Inc436$204.7K0.07%
West Tower Group, LLC230$107.9K0.08%
Goldstream Capital Management Ltd211$99.0K0.07%
Oakworth Capital, Inc.48$22.5K0.00%
Marquette Asset Management, LLC24$11.3K0.00%
Halpern Financial, Inc.21$9.86K0.00%
Stonebridge Capital Advisors LLC12$5.63K0.00%
Bollard Group LLC10$5.00K0.00%
Rational Advisors LLC10$4.69K0.00%
Independence Bank of Kentucky10$4.69K0.00%
First Capital Advisors Group, LLC.7$3.29K0.00%
JNBA Financial Advisors6$2.82K0.00%
Beacon Capital Management, LLC6$2.82K0.00%
Psagot Value Holdings Ltd. / (Israel)4$2.00K0.00%
1832 Asset Management L.P.4$1.88K0.00%
Gradient Investments LLC3$1.41K0.00%
Cornerstone Planning Group LLC3$1.41K0.00%
Safeguard Financial, LLC2$1.00K0.00%
Fiduciary Alliance LLC2$9390.00%
Motco1$4690.00%
ORG Partners LLC1$00.00%

Sold out (89)

Institutions that held MSCI Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of MSCI in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
WCM Investment Management, LLC777,078$434.9M
Lord, Abbett & Co. LLC147,470$82.5M
Aristotle Atlantic Partners, LLC58,270$32.6M
Chiron Investment Management, LLC25,375$14.2M
Marietta Investment Partners LLC18,123$10.1M
Jessup Wealth Management, Inc13,851$7.75M
Sarasin & Partners LLP13,517$7.57M
Lombard Odier Asset Management (Europe) Ltd9,000$5.04M
Banque Pictet & Cie SA7,469$4.18M
Alcosta Capital Management, Inc.7,196$4.03M
FIL Ltd7,000$3.92M
Cordatus Wealth Management LLC6,265$3.51M
Vestor Capital, LLC5,530$3.10M
Point72 Europe (London) LLP5,500$3.08M
Winton Group Ltd4,160$2.33M
Ergoteles LLC3,682$2.06M
Sustainable Insight Capital Management, LLC3,651$2.04M
Industrial Alliance Investment Management Inc.2,368$1.32M
Brookstone Capital Management2,140$1.15M
Exencial Wealth Advisors, LLC2,013$1.13M
Van Leeuwen & Company, LLC1,782$997.4K
Weiss Asset Management LP1,600$895.5K
Retireful, LLC1,521$851.3K
Alera Investment Advisors, LLC1,434$802.6K
Hancock Whitney Corp1,364$763.0K
Stelac Advisory Services LLC1,226$686.2K
BSW Wealth Partners1,185$663.2K
Angeles Wealth Management, LLC1,122$628.0K
Rockefeller Capital Management L.P.1,074$600.0K
Cipher Capital LP955$534.5K
LMR Partners LLP915$512.1K
Lombard Odier Asset Management (Switzerland) SA876$490.3K
NorthRock Partners, LLC871$487.5K
ABN AMRO Bank N.V.855$480.2K
BMS Financial Advisors, LLC847$474.1K
Pearl River Capital, LLC820$458.9K
Gilbert & Cook, Inc.791$442.7K
Acrisure Capital Management, LLC663$371.1K
VGI Partners Ltd600$335.8K
Scholtz & Company, LLC591$331.0K
Gotham Asset Management, LLC564$315.7K
Forte Capital LLC511$285.8K
Wayfinding Financial, LLC501$280.0K
Prescott Group Capital Management, L.L.C.491$275.0K
Geller Advisors LLC482$269.8K
Personal Cfo Solutions, LLC473$264.8K
American Trust469$262.5K
Gallacher Capital Management LLC456$255.0K
Schechter Investment Advisors, LLC440$246.3K
Waldron Private Wealth LLC427$239.0K
Rehmann Capital Advisory Group423$236.8K
Caxton Associates LP416$232.8K
Kathmere Capital Management, LLC416$232.8K
Principal Street Partners, LLC410$229.5K
Blue Edge Capital, LLC400$223.9K
Mayflower Financial Advisors, LLC399$223.3K
Veracity Capital LLC396$221.4K
Stephens Inc395$221.1K
Pinnacle Wealth Planning Services, Inc.394$220.5K
Robertson Stephens Wealth Management, LLC391$218.8K
LVW Advisors, LLC386$216.0K
Sage Mountain Advisors LLC383$214.4K
Integrated Advisors Network LLC381$213.2K
Douglass Winthrop Advisors, LLC370$207.0K
Savant Capital, LLC369$206.5K
Perennial Advisors, LLC367$205.4K
Buckhead Capital Management LLC360$201.5K
Belpointe Asset Management LLC285$159.6K
New Hampshire Trust237$132.6K
Pointe Capital Management LLC100$56.0K
Atlas Capital Advisors LLC62$34.7K
Altshuler Shaham Ltd56$31.3K
TCI Wealth Advisors, Inc.43$24.1K
Accel Wealth Management37$20.7K
NewSquare Capital LLC20$11.2K
Bellwether Advisors, LLC20$11.2K
Western Pacific Wealth Management, LP20$11.2K
Optimum Investment Advisors12$6.72K
Schubert & Co11$6.16K
Central Bank & Trust Co7$3.92K
SRS Capital Advisors, Inc.6$3.36K
Ameritas Advisory Services, LLC6$3.02K
TD Ameritrade Investment Management, LLC5$3.00K
Old North State Trust, LLC3$2.00K
Bellevue Asset Management, LLC2$1.12K
ICA Group Wealth Management, LLC2$1.12K
McIlrath & Eck, LLC1$560
TFC Financial Management1$560
Sageworth Trust Co of South Dakota1$560

Not filed for Q2 2023 yet (5)

Institutions that held MSCI Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSCI in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Baldrige Asset Management LLC21,927$12.3M
Security Asset Management6,418$3.59M
ETF Managers Group, LLC1,442$807.1K
Householder Group Estate & Retirement Specialist, LLC41$23.0K
Harvest Group Wealth Management, LLC5$2.80K