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 |
|---|---|---|---|---|---|
| Pier Capital, LLC | 1,169 | $548.6K | 0.08% | −377−24.4% | Reduced |
| Pinnacle Associates Ltd | 1,176 | $551.9K | 0.01% | −92−7.3% | Reduced |
| DoubleLine ETF Adviser LP | 1,180 | $553.8K | 0.20% | +274+30.2% | Added |
| Harbor Capital Advisors, Inc. | 1,182 | $554.7K | 0.11% | +22+1.9% | Added |
| Snowden Capital Advisors LLC | 1,191 | $558.9K | 0.02% | −5−0.4% | Reduced |
| Kestra Advisory Services, LLC | 1,214 | $569.7K | 0.01% | −1,146−48.6% | Reduced |
| Coldstream Capital Management Inc | 1,235 | $579.5K | 0.02% | −72−5.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,268 | $595.1K | 0.01% | −148−10.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,270 | $596.0K | 0.02% | +93+7.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,280 | $601.0K | 0.00% | −10−0.8% | Reduced |
| Bradley Foster & Sargent Inc | 1,292 | $606.3K | 0.01% | +6+0.5% | Added |
| Navellier & Associates Inc | 1,317 | $618.1K | 0.12% | +214+19.4% | Added |
| CIBC World Markets Inc. | 1,319 | $619.0K | 0.00% | −5,168−79.7% | Reduced |
| Oak Ridge Investments LLC | 1,321 | $619.9K | 0.08% | −25−1.9% | Reduced |
| Nebula Research & Development LLC | 1,337 | $627.4K | 0.48% | +1,337 | New |
| Keybank National Association | 1,347 | $632.1K | 0.00% | +244+22.1% | Added |
| Moody Lynn & Lieberson, LLC | 1,368 | $642.0K | 0.05% | −20−1.4% | Reduced |
| Balboa Wealth Partners | 1,397 | $655.5K | 0.23% | −304−17.9% | Reduced |
| Paragon Advisors, LLC | 1,401 | $657.0K | 0.21% | −779−35.7% | Reduced |
| Ellevest, Inc. | 1,402 | $657.9K | 0.05% | −93−6.2% | Reduced |
| Ontario Teachers Pension Plan Board | 1,411 | $662.2K | 0.01% | +1,411 | New |
| Cypress Asset Management Inc | 1,423 | $667.8K | 0.21% | −55−3.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,424 | $668.3K | 0.02% | −809−36.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,436 | $673.9K | 0.00% | −22−1.5% | Reduced |
| Sentry Investment Management LLC | 1,444 | $678.0K | 0.26% | +4+0.3% | Added |
| HighVista Strategies LLC | 1,448 | $679.5K | 0.31% | +948+189.6% | Added |
| Heartland Bank & Trust Co | 1,469 | $689.4K | 0.54% | −153−9.4% | Reduced |
| Wealth Management Associates, Inc. | 1,502 | $704.9K | 0.40% | −46−3.0% | Reduced |
| Clarus Wealth Advisors | 1,502 | $708.7K | 0.43% | +310+26.0% | Added |
| Intech Investment Management LLC | 1,511 | $709.1K | 0.01% | −661−30.4% | Reduced |
| CWM, LLC | 1,516 | $711.0K | 0.00% | +27+1.8% | Added |
| Aspen Grove Capital, LLC | 1,571 | $737.3K | 0.24% | −55−3.4% | Reduced |
| Diversified Trust Co | 1,590 | $746.2K | 0.03% | −141−8.1% | Reduced |
| Ballentine Partners, LLC | 1,618 | $759.3K | 0.02% | +12+0.7% | Added |
| Capital International Ltd | 1,627 | $763.5K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,656 | $777.4K | 0.02% | −250−13.1% | Reduced |
| Blair William & Co | 1,672 | $784.8K | 0.00% | +202+13.7% | Added |
| RB Capital Management, LLC | 1,681 | $789.1K | 0.24% | +10+0.6% | Added |
| Woodline Partners LP | 1,685 | $790.8K | 0.01% | +1,685 | New |
| Alberta Investment Management Corp | 1,700 | $797.8K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,722 | $808.1K | 0.09% | −117−6.4% | Reduced |
| Chartwell Investment Partners, LLC | 1,722 | $808.1K | 0.03% | −39−2.2% | Reduced |
| Wetherby Asset Management Inc | 1,724 | $809.1K | 0.04% | +13+0.8% | Added |
| TrimTabs Asset Management, LLC | 1,736 | $814.7K | 0.41% | −142−7.6% | Reduced |
| Balyasny Asset Management LLC | 1,742 | $817.5K | 0.00% | −3,614−67.5% | Reduced |
| Quantamental Technologies LLC | 1,800 | $844.7K | 0.35% | +925+105.7% | Added |
| Buckley Wealth Management, LLC | 1,805 | $847.1K | 0.29% | +10+0.6% | Added |
| Signet Financial Management, LLC | 1,813 | $850.9K | 0.13% | +124+7.3% | Added |
| Merit Financial Group, LLC | 1,831 | $859.1K | 0.03% | +227+14.2% | Added |
| SRN Advisors, LLC | 1,837 | $862.1K | 0.77% | −44−2.3% | Reduced |
| Algert Global LLC | 1,850 | $868.2K | 0.04% | +400+27.6% | Added |
| Westpac Banking Corp | 1,862 | $873.8K | 0.06% | −12,163−86.7% | Reduced |
| Liberty Wealth Management LLC | 1,883 | $883.7K | 0.22% | −15−0.8% | Reduced |
| Ostrum Asset Management | 1,887 | $885.5K | 0.07% | +4+0.2% | Added |
| Glenmede Trust Co NA | 1,584 | $886.5K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,893 | $888.5K | 0.04% | +115+6.5% | Added |
| Vestcor Inc | 1,897 | $890.0K | 0.03% | −6−0.3% | Reduced |
| Veritable, L.P. | 1,899 | $891.2K | 0.01% | −143−7.0% | Reduced |
| Segment Wealth Management, LLC | 1,952 | $916.1K | 0.09% | +118+6.4% | Added |
| Arbor Capital Management Inc | 1,967 | $925.1K | 0.72% | +15+0.8% | Added |
| Great Lakes Advisors, LLC | 1,978 | $928.3K | 0.01% | +1,978 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,988 | $933.0K | 0.20% | +424+27.1% | Added |
| Fox Run Management, L.L.C. | 2,019 | $947.5K | 0.27% | +2,019 | New |
| Fortis Capital Management LLC | 2,046 | $960.0K | 0.34% | +91+4.7% | Added |
| Value Partners Investments Inc. | 2,066 | $970.0K | 0.08% | +101+5.1% | Added |
| Keystone Investors Pte Ltd | 2,100 | $985.5K | 0.17% | +2,100 | New |
| Birinyi Associates Inc | 2,202 | $1.03M | 0.38% | +201+10.0% | Added |
| Bennett Selby Investments LP | 2,228 | $1.05M | 0.60% | +10.0% | Added |
| ProVise Management Group, LLC | 2,264 | $1.06M | 0.10% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 1,711 | $1.06M | 0.07% | −2,950−63.3% | Reduced |
| Monumental Financial Group Inc. | 2,273 | $1.07M | 0.72% | +2,273 | New |
| Sawtooth Solutions, LLC | 2,301 | $1.08M | 0.03% | −1,035−31.0% | Reduced |
| Bleakley Financial Group, LLC | 2,305 | $1.08M | 0.03% | −1,029−30.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,310 | $1.08M | 0.20% | +460+24.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,340 | $1.10M | 0.12% | +2,340 | New |
| Metis Global Partners, LLC | 2,405 | $1.13M | 0.06% | −66−2.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.14M | 0.47% | 00.0% | Unchanged |
| AXS Investments LLC | 2,459 | $1.15M | 0.31% | +292+13.5% | Added |
| Atria Wealth Solutions, Inc. | 2,472 | $1.16M | 0.02% | −319−11.4% | Reduced |
| Vinva Investment Management Ltd | 2,516 | $1.16M | 0.10% | −7,944−75.9% | Reduced |
| Jefferies Financial Group Inc. | 2,500 | $1.17M | 0.03% | +997+66.3% | Added |
| Toroso Investments, LLC | 2,507 | $1.18M | 0.03% | +571+29.5% | Added |
| Oppenheimer Asset Management Inc. | 2,512 | $1.18M | 0.02% | +19+0.8% | Added |
| Empirical Finance, LLC | 2,514 | $1.18M | 0.09% | +282+12.6% | Added |
| Advisor OS, LLC | 2,515 | $1.18M | 0.19% | +140+5.9% | Added |
| Campbell & CO Investment Adviser LLC | 2,519 | $1.18M | 0.21% | +2,519 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,526 | $1.19M | 0.03% | +12+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 2,553 | $1.20M | 0.15% | +2,553 | New |
| Neo Ivy Capital Management | 2,580 | $1.21M | 0.64% | +2,580 | New |
| Greenleaf Trust | 2,605 | $1.22M | 0.01% | −313−10.7% | Reduced |
| Illinois Municipal Retirement Fund | 2,622 | $1.23M | 0.02% | +1,079+69.9% | Added |
| Captrust Financial Advisors | 2,680 | $1.26M | 0.00% | +298+12.5% | Added |
| Fiduciary Trust Co | 2,711 | $1.27M | 0.02% | +2,252+490.6% | Added |
| Ci Investments Inc. | 2,734 | $1.28M | 0.01% | +918+50.6% | Added |
| City Holding Co | 2,762 | $1.30M | 0.22% | +230+9.1% | Added |
| Canandaigua National Bank & Trust Co | 2,779 | $1.30M | 0.21% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 2,790 | $1.31M | 1.90% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 2,823 | $1.32M | 0.03% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 2,871 | $1.35M | 1.05% | −74−2.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,874 | $1.35M | 0.10% | +29+1.0% | Added |