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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 591 | $277.4K | 0.01% | −179−23.2% | Reduced |
| Boston Private Wealth LLC | 593 | $278.2K | 0.01% | −92−13.4% | Reduced |
| Empirical Asset Management, LLC | 593 | $278.5K | 0.25% | +593 | New |
| WJ Wealth Management, LLC | 600 | $281.6K | 0.13% | +600 | New |
| UniSuper Management Pty Ltd | 600 | $281.6K | 0.00% | +600 | New |
| Quantinno Capital Management LP | 601 | $282.0K | 0.02% | −308−33.9% | Reduced |
| XTX Topco Ltd | 604 | $283.5K | 0.05% | −3,160−84.0% | Reduced |
| DRW Securities, LLC | 607 | $285.0K | 0.02% | +607 | New |
| Apeiron RIA LLC | 608 | $285.1K | 0.10% | +27+4.6% | Added |
| Versor Investments LP | 609 | $285.8K | 0.05% | +609 | New |
| Centiva Capital, LP | 611 | $286.7K | 0.01% | +13+2.2% | Added |
| Silver Oak Securities, Inc | 611 | $287.0K | 0.05% | +611 | New |
| Parallel Advisors, LLC | 631 | $296.5K | 0.01% | −33−5.0% | Reduced |
| Legacy Advisors, LLC | 634 | $297.5K | 0.04% | +634 | New |
| HB Wealth Management, LLC | 635 | $298.0K | 0.00% | −85−11.8% | Reduced |
| CAPROCK Group, Inc. | 640 | $300.3K | 0.02% | −161−20.1% | Reduced |
| Kinneret Advisory, LLC | 645 | $302.7K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 650 | $305.0K | 0.01% | −73−10.1% | Reduced |
| EA Series Trust | 650 | $305.0K | 0.01% | +650 | New |
| Quadrant Capital Group LLC | 657 | $308.3K | 0.03% | −111−14.5% | Reduced |
| Graham Capital Management, L.P. | 662 | $310.7K | 0.01% | −837−55.8% | Reduced |
| Brown Brothers Harriman & Co | 668 | $313.5K | 0.00% | −2−0.3% | Reduced |
| Siemens Fonds Invest GmbH | 672 | $313.8K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 673 | $315.7K | 0.01% | +253+60.2% | Added |
| Perigon Wealth Management, LLC | 691 | $324.3K | 0.01% | −15−2.1% | Reduced |
| Park Place Capital Corp | 700 | $328.5K | 0.09% | −26−3.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $328.5K | 0.16% | 00.0% | Unchanged |
| Axq Capital, LP | 700 | $328.5K | 0.41% | +700 | New |
| Arkadios Wealth Advisors | 701 | $329.1K | 0.04% | +701 | New |
| CNB Bank | 704 | $330.4K | 0.19% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 717 | $336.5K | 0.03% | −73−9.2% | Reduced |
| MQS Management LLC | 718 | $336.9K | 0.23% | +718 | New |
| Hennion & Walsh Asset Management, Inc. | 719 | $337.0K | 0.02% | +719 | New |
| JSF Financial, LLC | 719 | $337.4K | 0.12% | −100−12.2% | Reduced |
| Cetera Advisors LLC | 731 | $343.2K | 0.01% | +72+10.9% | Added |
| Headlands Technologies LLC | 734 | $344.5K | 0.11% | +734 | New |
| Lido Advisors, LLC | 734 | $344.7K | 0.00% | −192−20.7% | Reduced |
| SFMG, LLC | 739 | $346.8K | 0.04% | −13−1.7% | Reduced |
| InterOcean Capital Group, LLC | 751 | $352.4K | 0.01% | −518−40.8% | Reduced |
| World Equity Group, Inc. | 755 | $354.3K | 0.10% | +755 | New |
| Ascent Wealth Partners, LLC | 760 | $356.7K | 0.06% | +164+27.5% | Added |
| Great Lakes Retirement, Inc. | 763 | $358.1K | 0.06% | −3−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 768 | $360.4K | 0.03% | −99−11.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 775 | $364.0K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 777 | $364.7K | 0.01% | +1+0.1% | Added |
| Elk River Wealth Management, LLC | 780 | $366.0K | 0.08% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 789 | $370.3K | 0.07% | −58−6.8% | Reduced |
| Moody National Bank Trust Division | 795 | $373.1K | 0.03% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 681 | $374.7K | 0.12% | −2,883−80.9% | Reduced |
| Virtue Capital Management, LLC | 799 | $378.2K | 0.06% | −284−26.2% | Reduced |
| Foundry Partners, LLC | 806 | $378.2K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 810 | $380.1K | 0.25% | 00.0% | Unchanged |
| Camden Capital, LLC | 816 | $382.9K | 0.04% | −74−8.3% | Reduced |
| Symmetry Partners, LLC | 848 | $398.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 850 | $399.0K | 0.01% | +42+5.2% | Added |
| Bryn Mawr Trust Co | 851 | $399.0K | 0.02% | +123+16.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 851 | $399.4K | 0.04% | +1+0.1% | Added |
| Brookfield Asset Management Inc. | 852 | $399.8K | 0.00% | −1,433−62.7% | Reduced |
| Veriti Management LLC | 856 | $401.8K | 0.04% | −163−16.0% | Reduced |
| RFG Advisory, LLC | 858 | $402.7K | 0.02% | +24+2.9% | Added |
| TownSquare Capital, LLC | 868 | $407.4K | 0.01% | +179+26.0% | Added |
| Pitcairn Co | 883 | $414.4K | 0.03% | +6+0.7% | Added |
| Resources Investment Advisors, LLC. | 892 | $418.7K | 0.01% | +11+1.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 894 | $420.0K | 0.01% | +330+58.5% | Added |
| Private Advisor Group, LLC | 774 | $420.2K | 0.00% | +101+15.0% | Added |
| Bayesian Capital Management, LP | 900 | $422.4K | 0.05% | −1,238−57.9% | Reduced |
| Boulder Hill Capital Management LP | 900 | $422.4K | 0.81% | +900 | New |
| Penserra Capital Management LLC | 906 | $424.0K | 0.01% | −4,370−82.8% | Reduced |
| Donoghue Forlines LLC | 909 | $426.6K | 0.13% | +366+67.4% | Added |
| Leonteq Securities AG | 911 | $427.5K | 0.04% | +445+95.5% | Added |
| Trust Asset Management LLC | 919 | $431.3K | 0.04% | 00.0% | Unchanged |
| Clarius Group, LLC | 939 | $440.7K | 0.03% | −85−8.3% | Reduced |
| Boothbay Fund Management, LLC | 941 | $441.6K | 0.02% | +941 | New |
| Meridian Wealth Management, LLC | 944 | $443.0K | 0.04% | +944 | New |
| Ameritas Investment Partners, Inc. | 950 | $445.8K | 0.02% | −41−4.1% | Reduced |
| MAI Capital Management | 954 | $447.7K | 0.01% | −36−3.6% | Reduced |
| Cigna Investments Inc | 958 | $449.0K | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 957 | $449.1K | 0.02% | −17−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 962 | $451.5K | 0.01% | −131−12.0% | Reduced |
| Fidelis Capital Partners, LLC | 967 | $453.8K | 0.17% | +96+11.0% | Added |
| Beverly Hills Private Wealth, LLC | 838 | $454.4K | 0.07% | +68+8.8% | Added |
| WR Wealth Planners, LLC | 970 | $455.2K | 0.18% | +37+4.0% | Added |
| Wedmont Private Capital | 943 | $468.8K | 0.05% | −50−5.0% | Reduced |
| Harbor Advisors LLC | 1,000 | $469.3K | 0.10% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,008 | $473.0K | 0.02% | −1,182−54.0% | Reduced |
| Evercore Wealth Management, LLC | 1,028 | $482.4K | 0.01% | −50−4.6% | Reduced |
| Pathstone Family Office, LLC | 1,030 | $483.4K | 0.01% | +110+12.0% | Added |
| Fund Management at Engine No. 1 LLC | 1,043 | $489.5K | 0.09% | +73+7.5% | Added |
| Stanley-Laman Group, Ltd. | 1,069 | $501.7K | 0.08% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,078 | $505.9K | 0.01% | −118−9.9% | Reduced |
| Advisors Asset Management, Inc. | 1,079 | $506.4K | 0.01% | +1,079 | New |
| Capula Management Ltd | 1,080 | $506.8K | 0.06% | +304+39.2% | Added |
| Anchor Investment Management, LLC | 1,083 | $508.4K | 0.06% | +716+195.1% | Added |
| Telemus Capital, LLC | 1,084 | $508.7K | 0.04% | +388+55.7% | Added |
| Lincoln National Corp | 1,098 | $515.3K | 0.01% | −450−29.1% | Reduced |
| Palumbo Wealth Management LLC | 1,104 | $518.0K | 0.32% | +1,104 | New |
| Roundview Capital LLC | 1,104 | $518.1K | 0.05% | +1,104 | New |
| Natixis Investment Managers International | 1,113 | $522.3K | 0.04% | +691+163.7% | Added |
| Blueshift Asset Management, LLC | 1,118 | $524.7K | 0.20% | +564+101.8% | Added |
| Institute for Wealth Management, LLC. | 1,166 | $547.2K | 0.10% | −202−14.8% | Reduced |