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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 2,903 | $1.36M | 0.01% | −1,535−34.6% | Reduced |
| Everence Capital Management Inc | 2,937 | $1.38M | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,971 | $1.39M | 0.01% | +2,216+293.5% | Added |
| Two Sigma Securities, LLC | 3,026 | $1.42M | 0.12% | +1,045+52.8% | Added |
| GYL Financial Synergies, LLC | 3,058 | $1.44M | 0.13% | +3,058 | New |
| Guggenheim Capital LLC | 3,141 | $1.47M | 0.01% | +430+15.9% | Added |
| Oak Thistle LLC | 3,151 | $1.48M | 0.78% | +3,151 | New |
| Cetera Advisor Networks LLC | 3,152 | $1.48M | 0.01% | −106−3.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,207 | $1.51M | 0.06% | −40,349−92.6% | Reduced |
| Duality Advisers, LP | 3,238 | $1.52M | 0.19% | −798−19.8% | Reduced |
| Davenport & Co LLC | 3,295 | $1.55M | 0.01% | +705+27.2% | Added |
| Janney Montgomery Scott LLC | 3,305 | $1.55M | 0.01% | +10+0.3% | Added |
| First Hawaiian Bank | 3,359 | $1.58M | 0.05% | −588−14.9% | Reduced |
| Sumitomo Life Insurance Co | 3,366 | $1.58M | 0.07% | −34−1.0% | Reduced |
| Mawer Investment Management Ltd. | 3,424 | $1.61M | 0.01% | +804+30.7% | Added |
| Spouting Rock Asset Management, LLC | 3,472 | $1.63M | 0.59% | −2,048−37.1% | Reduced |
| Metropolitan Life Insurance Co | 3,490 | $1.64M | 0.08% | −87−2.4% | Reduced |
| Change Path, LLC | 3,534 | $1.66M | 0.08% | +10+0.3% | Added |
| Qsemble Capital Management, LP | 3,550 | $1.67M | 1.18% | +1,500+73.2% | Added |
| Northwest & Ethical Investments L.P. | 3,565 | $1.67M | 0.05% | 00.0% | Unchanged |
| Perpetual Ltd | 3,642 | $1.71M | 0.01% | −77−2.1% | Reduced |
| GWM Advisors LLC | 3,644 | $1.71M | 0.02% | −699−16.1% | Reduced |
| E. Ohman J:or Asset Management AB | 3,712 | $1.74M | 0.06% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,766 | $1.77M | 0.01% | −2,899−43.5% | Reduced |
| Atlantic Union Bankshares Corp | 3,824 | $1.79M | 0.18% | +3,026+379.2% | Added |
| EFG Asset Management (Americas) Corp. | 3,832 | $1.80M | 0.42% | −883−18.7% | Reduced |
| Efg Capital International Corp. | 3,832 | $1.80M | 0.42% | +3,832 | New |
| Trexquant Investment LP | 3,836 | $1.80M | 0.05% | +3,836 | New |
| New Mexico Educational Retirement Board | 3,900 | $1.83M | 0.08% | +200+5.4% | Added |
| PDT Partners, LLC | 3,902 | $1.83M | 0.25% | −1,704−30.4% | Reduced |
| Mercer Global Advisors Inc | 3,946 | $1.85M | 0.01% | +1,660+72.6% | Added |
| Cetera Investment Advisers | 3,948 | $1.85M | 0.02% | −826−17.3% | Reduced |
| Teza Capital Management LLC | 3,962 | $1.86M | 0.30% | +3,962 | New |
| Grandeur Peak Global Advisors, LLC | 3,966 | $1.86M | 0.13% | −1,016−20.4% | Reduced |
| Alamar Capital Management, LLC | 3,967 | $1.86M | 1.37% | +173+4.6% | Added |
| Ritholtz Wealth Management | 4,135 | $1.94M | 0.09% | −316−7.1% | Reduced |
| Boston Financial Mangement LLC | 4,137 | $1.94M | 0.07% | 00.0% | Unchanged |
| Natixis | 4,266 | $2.00M | 0.02% | +2,802+191.4% | Added |
| Dakota Wealth Management | 4,287 | $2.01M | 0.09% | −82−1.9% | Reduced |
| Cornercap Investment Counsel Inc | 4,336 | $2.03M | 0.35% | +3,336+333.6% | Added |
| Bokf, NA | 4,341 | $2.04M | 0.04% | +79+1.9% | Added |
| Freedom Day Solutions, LLC | 4,354 | $2.04M | 0.91% | +11+0.3% | Added |
| Cumberland Partners Ltd | 4,364 | $2.05M | 0.19% | +23+0.5% | Added |
| Munro Partners | 4,414 | $2.07M | 0.10% | +1,940+78.4% | Added |
| Achmea Investment Management B.V. | 4,430 | $2.08M | 0.04% | +293+7.1% | Added |
| PFG Advisors | 4,609 | $2.16M | 0.16% | −95−2.0% | Reduced |
| Assetmark, Inc | 4,609 | $2.16M | 0.01% | +930+25.3% | Added |
| Ghe, LLC | 4,704 | $2.21M | 1.48% | +132+2.9% | Added |
| Gamco Investors, Inc. Et Al | 4,740 | $2.22M | 0.02% | −336−6.6% | Reduced |
| Colony Group LLC | 4,751 | $2.23M | 0.03% | +143+3.1% | Added |
| US Bancorp | 4,892 | $2.30M | 0.00% | −3,173−39.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,917 | $2.31M | 0.03% | +1,293+35.7% | Added |
| Mogy Joel R Investment Counsel Inc | 4,944 | $2.32M | 0.18% | +1,977+66.6% | Added |
| Louisiana State Employees Retirement System | 5,000 | $2.35M | 0.05% | −200−3.8% | Reduced |
| Flputnam Investment Management Co | 5,162 | $2.42M | 0.07% | −113−2.1% | Reduced |
| Abn Amro Investment Solutions | 5,165 | $2.42M | 0.05% | +2,454+90.5% | Added |
| Advisor Partners II, LLC | 5,287 | $2.48M | 0.12% | −191−3.5% | Reduced |
| Ieq Capital, LLC | 5,386 | $2.53M | 0.05% | +35+0.7% | Added |
| FORA Capital, LLC | 5,445 | $2.56M | 0.36% | −1,044−16.1% | Reduced |
| Aurora Investment Managers, LLC. | 5,505 | $2.58M | 1.97% | +100+1.9% | Added |
| Banco Santander, S.A. | 5,558 | $2.61M | 0.03% | +1,788+47.4% | Added |
| Redwood Investments, LLC | 5,574 | $2.62M | 0.32% | −73−1.3% | Reduced |
| Kingfisher Capital LLC | 5,577 | $2.62M | 0.68% | −122−2.1% | Reduced |
| Tsai Capital Corp | 5,648 | $2.65M | 2.40% | +2,325+70.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,658 | $2.65M | 0.01% | −1,187−17.3% | Reduced |
| Bessemer Group Inc | 5,754 | $2.70M | 0.01% | −413−6.7% | Reduced |
| Ethic Inc. | 5,791 | $2.72M | 0.10% | +28+0.5% | Added |
| Clearbridge Investments, LLC | 5,795 | $2.72M | 0.00% | +3,904+206.5% | Added |
| Edmond de Rothschild Holding S.A. | 5,824 | $2.73M | 0.05% | +1,769+43.6% | Added |
| Hartford Investment Management Co | 5,844 | $2.74M | 0.10% | −1,112−16.0% | Reduced |
| Maryland State Retirement & Pension System | 5,936 | $2.79M | 0.06% | −176−2.9% | Reduced |
| Commonwealth Equity Services, LLC | 6,134 | $2.88M | 0.01% | −13,534−68.8% | Reduced |
| Creative Planning | 6,137 | $2.88M | 0.00% | −240−3.8% | Reduced |
| Atria Investments LLC | 6,185 | $2.90M | 0.05% | +3,846+164.4% | Added |
| Oregon Public Employees Retirement Fund | 6,203 | $2.91M | 0.03% | +12+0.2% | Added |
| Crossmark Global Holdings, Inc. | 5,340 | $2.94M | 0.06% | −4,067−43.2% | Reduced |
| Echo Street Capital Management LLC | 6,329 | $2.97M | 0.03% | +6,329 | New |
| Kentucky Retirement Systems | 6,437 | $3.02M | 0.10% | +115+1.8% | Added |
| Candriam Luxembourg S.C.A. | 6,481 | $3.04M | 0.02% | −9,581−59.7% | Reduced |
| Level Four Advisory Services, LLC | 6,490 | $3.05M | 0.18% | +181+2.9% | Added |
| Teacher Retirement System of Texas | 6,558 | $3.08M | 0.02% | −25,624−79.6% | Reduced |
| Securian Asset Management, Inc | 6,682 | $3.14M | 0.08% | −100−1.5% | Reduced |
| Wealthfront Advisers LLC | 6,684 | $3.14M | 0.01% | +197+3.0% | Added |
| Synovus Financial Corp | 6,867 | $3.22M | 0.04% | −559−7.5% | Reduced |
| Cornerstone Advisors, LLC | 7,000 | $3.29M | 0.16% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,105 | $3.33M | 0.07% | −58−0.8% | Reduced |
| PGGM Investments | 7,125 | $3.34M | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,187 | $3.36M | 0.01% | −35,071−83.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,202 | $3.38M | 0.03% | −396−5.2% | Reduced |
| British Columbia Investment Management Corp | 7,219 | $3.39M | 0.03% | +79+1.1% | Added |
| Strategic Global Advisors, LLC | 7,234 | $3.39M | 0.52% | +3,473+92.3% | Added |
| Fifth Third Bancorp | 7,332 | $3.44M | 0.02% | +106+1.5% | Added |
| JustInvest LLC | 7,470 | $3.51M | 0.11% | −35−0.5% | Reduced |
| Fayez Sarofim & Co | 7,600 | $3.57M | 0.01% | −2,000−20.8% | Reduced |
| Donaldson Capital Management, LLC | 7,754 | $3.64M | 0.17% | −166−2.1% | Reduced |
| Prana Capital Management, LP | 7,759 | $3.64M | 0.24% | +7,759 | New |
| Cerity Partners LLC | 7,866 | $3.69M | 0.01% | −76−1.0% | Reduced |
| Eqis Capital Management, Inc. | 7,921 | $3.72M | 0.42% | −993−11.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,990 | $3.75M | 0.39% | +198+2.5% | Added |
| Clear Harbor Asset Management, LLC | 8,001 | $3.76M | 0.37% | +2,038+34.2% | Added |