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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 87 | $40.9K | 0.01% | −19−17.9% | Reduced |
| Arlington Partners LLC | 88 | $41.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 91 | $42.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 92 | $43.2K | 0.01% | −5−5.2% | Reduced |
| Kelly Financial Services LLC | 99 | $46.4K | 0.02% | +34+52.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $46.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 104 | $48.8K | 0.01% | +14+15.6% | Added |
| Resurgent Financial Advisors LLC | 105 | $49.3K | 0.03% | −1−0.9% | Reduced |
| Barrett & Company, Inc. | 106 | $49.7K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 106 | $50.0K | 0.02% | −52−32.9% | Reduced |
| Hantz Financial Services, Inc. | 107 | $50.0K | 0.00% | −34−24.1% | Reduced |
| Grove Bank & Trust | 111 | $52.1K | 0.01% | −8−6.7% | Reduced |
| Umb Bank N A | 111 | $52.1K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 117 | $55.3K | 0.03% | +115+5,750.0% | Added |
| Farther Finance Advisors, LLC | 127 | $59.6K | 0.01% | −67−34.5% | Reduced |
| Parkside Financial Bank & Trust | 132 | $61.9K | 0.01% | +17+14.8% | Added |
| Riverview Trust Co | 133 | $62.4K | 0.06% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 134 | $63.0K | 0.05% | −42−23.9% | Reduced |
| JFS Wealth Advisors, LLC | 136 | $63.7K | 0.01% | −2−1.4% | Reduced |
| Glassman Wealth Services | 136 | $63.8K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 153 | $71.8K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 155 | $72.7K | 0.00% | −72−31.7% | Reduced |
| IFP Advisors, Inc | 459 | $75.0K | 0.00% | −59−11.4% | Reduced |
| Proequities, Inc. | 163 | $76.5K | 0.01% | −4,021−96.1% | Reduced |
| Lindbrook Capital, LLC | 180 | $84.5K | 0.01% | −27−13.0% | Reduced |
| Massmutual Trust Co FSB | 181 | $84.9K | 0.00% | +26+16.8% | Added |
| Quintet Private Bank (Europe) S.A. | 190 | $89.7K | 0.00% | −2−1.0% | Reduced |
| Alta Advisers Ltd | 200 | $93.9K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 202 | $94.8K | 0.00% | −70−25.7% | Reduced |
| Harbour Investments, Inc. | 209 | $98.1K | 0.00% | +2+1.0% | Added |
| Goldstream Capital Management Ltd | 211 | $99.0K | 0.07% | +211 | New |
| Allworth Financial LP | 225 | $105.7K | 0.00% | −13−5.5% | Reduced |
| West Tower Group, LLC | 230 | $107.9K | 0.08% | +230 | New |
| CVA Family Office, LLC | 232 | $108.9K | 0.02% | −14−5.7% | Reduced |
| Capstone Investment Advisors, LLC | 237 | $111.2K | 0.00% | +236+23,600.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 245 | $115.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $115.0K | 0.05% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 250 | $117.3K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 253 | $119.0K | 0.03% | +19+8.1% | Added |
| Federation des caisses Desjardins du Quebec | 254 | $119.2K | 0.00% | −32−11.2% | Reduced |
| Huntington National Bank | 277 | $130.0K | 0.00% | +162+140.9% | Added |
| JCIC Asset Management Inc. | 280 | $131.4K | 0.06% | 00.0% | Unchanged |
| HWG Holdings LP | 288 | $135.2K | 0.06% | +231+405.3% | Added |
| TD Waterhouse Canada Inc. | 274 | $143.1K | 0.00% | −61−18.2% | Reduced |
| Whittier Trust Co | 306 | $143.6K | 0.00% | −278−47.6% | Reduced |
| Magellan Asset Management Ltd | 334 | $156.7K | 0.00% | +10+3.1% | Added |
| Global Retirement Partners, LLC | 360 | $168.9K | 0.01% | −1−0.3% | Reduced |
| Sunbelt Securities, Inc. | 393 | $184.4K | 0.03% | +10+2.6% | Added |
| EverSource Wealth Advisors, LLC | 413 | $193.7K | 0.02% | +7+1.7% | Added |
| Point72 Asset Management, L.P. | 414 | $194.3K | 0.00% | −13,662−97.1% | Reduced |
| Smithfield Trust Co | 417 | $195.0K | 0.01% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 429 | $201.3K | 0.00% | −13,313−96.9% | Reduced |
| PDS Planning, Inc | 429 | $201.3K | 0.03% | +32+8.1% | Added |
| Valeo Financial Advisors, LLC | 435 | $204.1K | 0.01% | −108−19.9% | Reduced |
| MJP Associates Inc | 436 | $204.7K | 0.07% | +436 | New |
| Picton Mahoney Asset Management | 437 | $205.0K | 0.01% | −34,415−98.7% | Reduced |
| EP Wealth Advisors, LLC | 25,828 | $205.1K | 0.00% | +16,118+166.0% | Added |
| Renasant Bank | 440 | $206.5K | 0.17% | −40−8.3% | Reduced |
| Comerica Securities,inc. | 441 | $207.0K | 0.01% | −76−14.7% | Reduced |
| Ancora Advisors, LLC | 444 | $208.4K | 0.01% | −120−21.3% | Reduced |
| WealthBridge Capital Management, LLC | 456 | $214.0K | 0.09% | −17−3.6% | Reduced |
| TRUE Private Wealth Advisors | 456 | $214.0K | 0.03% | +456 | New |
| Capital Advisors, Ltd. LLC | 458 | $215.0K | 0.03% | +19+4.3% | Added |
| Prospera Financial Services Inc | 455 | $215.4K | 0.01% | −6,265−93.2% | Reduced |
| Thoroughbred Financial Services, LLC | 468 | $219.0K | 0.03% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 485 | $224.1K | 0.21% | −32−6.2% | Reduced |
| Independent Advisor Alliance | 478 | $224.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 480 | $225.3K | 0.01% | +330+220.0% | Added |
| Segall Bryant & Hamill, LLC | 482 | $226.2K | 0.00% | −397−45.2% | Reduced |
| Qtron Investments LLC | 487 | $228.5K | 0.04% | −780−61.6% | Reduced |
| Conning Inc. | 490 | $230.0K | 0.01% | −65−11.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 495 | $232.3K | 0.00% | +139+39.0% | Added |
| DF Dent & Co Inc | 504 | $236.5K | 0.00% | +504 | New |
| Shelton Capital Management | 510 | $239.3K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 513 | $240.7K | 0.14% | −161−23.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 513 | $240.7K | 0.00% | +513 | New |
| Forum Financial Management, LP | 514 | $241.2K | 0.01% | +2+0.4% | Added |
| NewEdge Wealth, LLC | 517 | $242.6K | 0.01% | +72+16.2% | Added |
| Fishman Jay A Ltd | 520 | $244.0K | 0.03% | 00.0% | Unchanged |
| Martin Investment Management, LLC | 523 | $245.4K | 0.07% | −16,468−96.9% | Reduced |
| Flagship Harbor Advisors, LLC | 526 | $246.7K | 0.02% | −27−4.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 526 | $246.8K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 530 | $248.7K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 534 | $250.0K | 0.01% | −181−25.3% | Reduced |
| Sigma Planning Corp | 534 | $251.0K | 0.01% | −627−54.0% | Reduced |
| Crestmont Private Wealth LLC | 536 | $251.5K | 0.15% | +54+11.2% | Added |
| Equitable Holdings, Inc. | 547 | $256.7K | 0.00% | +36+7.0% | Added |
| Graypoint LLC | 547 | $256.7K | 0.03% | −49−8.2% | Reduced |
| Balentine LLC | 552 | $259.0K | 0.01% | −8−1.4% | Reduced |
| J2 Capital Management Inc | 564 | $264.7K | 0.31% | −210−27.1% | Reduced |
| Wealth Alliance | 565 | $265.1K | 0.04% | −56−9.0% | Reduced |
| Avory & Company, LLC | 569 | $267.1K | 0.20% | +569 | New |
| Baker Tilly Wealth Management, LLC | 572 | $268.4K | 0.03% | −39−6.4% | Reduced |
| Fenimore Asset Management Inc | 572 | $268.4K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 576 | $270.3K | 0.03% | −115−16.6% | Reduced |
| Old National Bancorp | 577 | $270.8K | 0.01% | +146+33.9% | Added |
| Scotia Capital Inc. | 581 | $272.7K | 0.00% | −190−24.6% | Reduced |
| Summit Global Investments | 582 | $273.0K | 0.02% | +582 | New |
| Meritage Group LP | 585 | $275.0K | 0.01% | +585 | New |
| Fukoku Mutual Life Insurance Co | 587 | $275.5K | 0.03% | 00.0% | Unchanged |