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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, Q2 2023

Institutional positions in MSCI Inc. as of Jun 30, 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
814
−2 vs. Q1 2023
Shares held
71.2M
−1.61M (−2.2%) vs. Q1 2023
Total value
$33.4B
−$7.26B (−17.8%) vs. Q1 2023
New holders
87
282 more added
Sold out
89
331 more reduced

5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 814 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 heldQ2 2023: $33.4B
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, Q2 2023

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2023.

Institutions holding MSCI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%−1−33.3%Reduced
ORG Partners LLC1$00.00%+1New
North Star Investment Management Corp.1$4690.00%00.0%Unchanged
Colonial Trust Advisors1$4690.00%00.0%Unchanged
Motco1$4690.00%+1New
Wolff Wiese Magana LLC1$4700.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$4700.00%00.0%Unchanged
BerganKDV Wealth Management, LLC2$9390.00%−2−50.0%Reduced
Bangor Savings Bank2$9390.00%00.0%Unchanged
Archer Investment Corp2$9390.00%00.0%Unchanged
Fiduciary Alliance LLC2$9390.00%+2New
Benjamin F. Edwards & Company, Inc.2$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Safeguard Financial, LLC2$1.00K0.00%+2New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.41K0.00%00.0%Unchanged
MCF Advisors LLC3$1.41K0.00%00.0%Unchanged
DecisionPoint Financial, LLC3$1.41K0.00%00.0%Unchanged
HighMark Wealth Management LLC3$1.41K0.00%00.0%Unchanged
Highline Wealth Partners LLC3$1.41K0.00%00.0%Unchanged
Gradient Investments LLC3$1.41K0.00%+3New
Cornerstone Planning Group LLC3$1.41K0.00%+3New
Rosenberg Matthew Hamilton4$1.88K0.00%−100−96.2%Reduced
1832 Asset Management L.P.4$1.88K0.00%+4New
Psagot Value Holdings Ltd. / (Israel)4$2.00K0.00%+4New
Jackson, Grant Investment Advisers, Inc.5$2.35K0.00%−94−94.9%Reduced
American National Bank5$2.35K0.00%−9−64.3%Reduced
Disciplined Investments, LLC5$2.35K0.00%−1−16.7%Reduced
Estabrook Capital Management5$2.35K0.00%00.0%Unchanged
WealthPLAN Partners, LLC5$2.35K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.35K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$2.82K0.00%00.0%Unchanged
RFP Financial Group LLC6$2.82K0.00%00.0%Unchanged
JNBA Financial Advisors6$2.82K0.00%+6New
Beacon Capital Management, LLC6$2.82K0.00%+6New
Harvest Fund Management Co., Ltd7$3.00K0.00%−567−98.8%Reduced
Pin Oak Investment Advisors Inc7$3.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$3.29K0.00%00.0%Unchanged
Red Tortoise LLC7$3.29K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.7$3.29K0.00%+7New
Moisand Fitzgerald Tamayo, LLC7$3.29K0.00%−2−22.2%Reduced
SJS Investment Consulting Inc.7$3.29K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC7$3.30K0.00%00.0%Unchanged
Manchester Capital Management LLC8$3.75K0.00%−45−84.9%Reduced
Davidson Capital Management Inc.8$3.75K0.00%+1+14.3%Added
Albion Financial Group9$4.22K0.00%00.0%Unchanged
Eagle Bay Advisors LLC10$4.69K0.00%00.0%Unchanged
Rational Advisors LLC10$4.69K0.00%+10New
Independence Bank of Kentucky10$4.69K0.00%+10New
Bollard Group LLC10$5.00K0.00%+10New
Versant Capital Management, Inc11$5.16K0.00%−9−45.0%Reduced
Delta Asset Management LLC11$5.16K0.00%00.0%Unchanged
Heritage Wealth Advisors11$5.16K0.00%00.0%Unchanged
Eukles Asset Management11$5.16K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC11$5.16K0.00%00.0%Unchanged
Lee Financial Co11$5.16K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC11$5.16K0.00%+2+22.2%Added
Abound Wealth Management11$5.17K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.12$5.63K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC12$5.63K0.00%+12New
Key Financial Inc13$6.10K0.00%+8+160.0%Added
Baystate Wealth Management LLC13$6.12K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.15$7.04K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC16$7.44K0.00%00.0%Unchanged
Tucker Asset Management LLC17$7.98K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC17$7.98K0.00%+3+21.4%Added
Carmichael Hill & Associates, Inc.19$8.92K0.00%−4−17.4%Reduced
Venturi Wealth Management, LLC19$8.92K0.00%+2+11.8%Added
First Manhattan Co21$9.86K0.00%−3,005−99.3%Reduced
Halpern Financial, Inc.21$9.86K0.00%+21New
GW&K Investment Management, LLC21$10.0K0.00%+18+600.0%Added
Larson Financial Group LLC22$10.3K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP23$10.8K0.00%−1,134−98.0%Reduced
Asset Dedication, LLC24$11.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC24$11.3K0.00%+24New
Valley National Advisers Inc24$12.0K0.00%−26−52.0%Reduced
Core Alternative Capital27$12.7K0.00%+4+17.4%Added
Tradition Wealth Management, LLC28$13.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.30$14.0K0.00%−1−3.2%Reduced
GPS Wealth Strategies Group, LLC31$14.4K0.00%00.0%Unchanged
Steward Financial Group LLC33$15.0K0.00%−4−10.8%Reduced
Sofos Investments, Inc.469$17.3K0.08%−91−16.3%Reduced
Cambridge Trust Co37$17.4K0.00%−3−7.5%Reduced
Earnest Partners LLC37$17.4K0.00%00.0%Unchanged
Trust Co of Vermont37$17.4K0.00%+10+37.0%Added
Covestor Ltd37$18.0K0.01%−49−57.0%Reduced
Bell Investment Advisors, Inc41$19.2K0.00%−5−10.9%Reduced
Washington Trust Co43$20.2K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.39$21.0K0.00%+5+14.7%Added
Princeton Global Asset Management LLC46$21.6K0.01%00.0%Unchanged
Toth Financial Advisory Corp47$22.1K0.00%−8−14.5%Reduced
Oakworth Capital, Inc.48$22.5K0.00%+48New
Osterweis Capital Management Inc52$24.4K0.00%00.0%Unchanged
AdvisorNet Financial, Inc56$26.3K0.00%−27−32.5%Reduced
Taikang Asset Management (Hong Kong) Co Ltd7,157$26.3K0.78%−7,157−50.0%Reduced
Farmers & Merchants Investments Inc61$28.6K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC76$35.7K0.00%+46+153.3%Added
Quent Capital, LLC81$38.1K0.01%+5+6.6%Added
Ridgewood Investments LLC82$38.5K0.02%00.0%Unchanged
Clearstead Advisors, LLC85$39.9K0.00%00.0%Unchanged