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 |
|---|---|---|---|---|---|
| Capital International Sarl | 8,035 | $3.77M | 0.17% | +40+0.5% | Added |
| Gulf International Bank (UK) Ltd | 8,143 | $3.82M | 0.09% | −2,365−22.5% | Reduced |
| Daiwa Securities Group Inc. | 8,240 | $3.87M | 0.03% | +94+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,257 | $3.87M | 0.01% | +1,209+17.2% | Added |
| Worldquant Millennium Advisors LLC | 8,296 | $3.89M | 0.07% | −391−4.5% | Reduced |
| Edgestream Partners, L.P. | 8,339 | $3.91M | 0.35% | +5,503+194.0% | Added |
| TD Private Client Wealth LLC | 8,354 | $3.92M | 0.17% | −59−0.7% | Reduced |
| iA Global Asset Management Inc. | 8,372 | $3.93M | 0.10% | +8,372 | New |
| Virtu Financial LLC | 8,499 | $3.99M | 0.30% | +8,499 | New |
| Vident Investment Advisory, LLC | 8,524 | $4.00M | 0.14% | −596−6.5% | Reduced |
| Mackenzie Financial Corp | 8,466 | $4.00M | 0.01% | −4,925−36.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,986 | $4.22M | 0.27% | +108+1.2% | Added |
| Crestline Management, LP | 8,997 | $4.22M | 0.46% | +8,997 | New |
| Nissay Asset Management Corp | 9,008 | $4.23M | 0.04% | −135−1.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,100 | $4.27M | 0.02% | +1,609+21.5% | Added |
| Empire Life Investments Inc. | 9,220 | $4.33M | 0.30% | −3,922−29.8% | Reduced |
| Czech National Bank | 9,477 | $4.45M | 0.10% | +57+0.6% | Added |
| Alps Advisors Inc | 9,606 | $4.51M | 0.04% | −245−2.5% | Reduced |
| Shell Asset Management Co | 9,621 | $4.51M | 0.18% | −5,179−35.0% | Reduced |
| Fernwood Investment Management, LLC | 9,662 | $4.55M | 1.61% | +864+9.8% | Added |
| SG Americas Securities, LLC | 9,829 | $4.61M | 0.04% | +4,491+84.1% | Added |
| CWM Advisors, LLC | 9,831 | $4.61M | 0.56% | −628−6.0% | Reduced |
| Bell Asset Management Ltd | 9,874 | $4.63M | 0.79% | +9,874 | New |
| K.J. Harrison & Partners Inc | 10,645 | $4.98M | 0.90% | −500−4.5% | Reduced |
| AE Wealth Management LLC | 10,615 | $4.98M | 0.03% | +2,309+27.8% | Added |
| O'Shaughnessy Asset Management, LLC | 10,697 | $5.02M | 0.07% | −4,167−28.0% | Reduced |
| Yousif Capital Management, LLC | 10,975 | $5.15M | 0.06% | +179+1.7% | Added |
| Jump Financial, LLC | 11,275 | $5.29M | 0.20% | +4,230+60.0% | Added |
| Logan Capital Management Inc | 11,357 | $5.33M | 0.26% | −47−0.4% | Reduced |
| Baldwin Brothers Inc | 11,406 | $5.35M | 0.44% | −113−1.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,560 | $5.42M | 0.01% | −23,982−67.5% | Reduced |
| Evoke Wealth, LLC | 11,640 | $5.46M | 0.19% | +954+8.9% | Added |
| Seven Eight Capital, LP | 11,731 | $5.51M | 0.91% | +11,731 | New |
| AMG National Trust Bank | 11,809 | $5.54M | 0.18% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,060 | $5.67M | 0.01% | −7,529−38.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,210 | $5.73M | 0.07% | +100+0.8% | Added |
| The PNC Financial Services Group, Inc. | 12,250 | $5.75M | 0.00% | +58+0.5% | Added |
| State of Alaska, Department of Revenue | 12,300 | $5.77M | 0.07% | −1,094−8.2% | Reduced |
| New York Life Investment Management LLC | 12,443 | $5.84M | 0.06% | −52−0.4% | Reduced |
| MML Investors Services, LLC | 12,547 | $5.89M | 0.03% | −1,869−13.0% | Reduced |
| Middleton & Co Inc | 12,948 | $6.08M | 0.81% | −172−1.3% | Reduced |
| Forge First Asset Management Inc. | 12,990 | $6.10M | 3.07% | +12,370+1,995.2% | Added |
| Axxcess Wealth Management, LLC | 13,041 | $6.12M | 0.44% | +1,520+13.2% | Added |
| Utah Retirement Systems | 13,342 | $6.26M | 0.09% | −500−3.6% | Reduced |
| Mariner, LLC | 13,560 | $6.36M | 0.02% | +5,191+62.0% | Added |
| Silvant Capital Management LLC | 13,603 | $6.38M | 0.36% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 13,851 | $6.50M | 0.07% | +1,313+10.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,963 | $6.55M | 0.05% | +408+3.0% | Added |
| ING Groep NV | 14,054 | $6.60M | 0.05% | +5,650+67.2% | Added |
| DnB Asset Management AS | 14,091 | $6.61M | 0.04% | +330+2.4% | Added |
| HRT Financial LP | 14,553 | $6.83M | 0.06% | +14,553 | New |
| Motley Fool Wealth Management, LLC | 14,798 | $6.94M | 0.41% | +14,798 | New |
| Credit Agricole S A | 14,967 | $7.02M | 0.23% | +845+6.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,020 | $7.05M | 0.11% | +3,352+28.7% | Added |
| Azimuth Capital Investment Management LLC | 15,089 | $7.08M | 0.34% | +190+1.3% | Added |
| First Republic Investment Management, Inc. | 15,294 | $7.18M | 0.04% | +336+2.2% | Added |
| United Capital Financial Advisers, LLC | 15,424 | $7.24M | 0.04% | −537−3.4% | Reduced |
| IFM Investors Pty Ltd | 15,596 | $7.32M | 0.10% | +1,247+8.7% | Added |
| Kiwi Wealth Investments Limited Partnership | 15,795 | $7.41M | 0.46% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 15,813 | $7.42M | 0.17% | +1,843+13.2% | Added |
| First Horizon Advisors, Inc. | 15,941 | $7.48M | 0.26% | +4,233+36.2% | Added |
| Xponance, Inc. | 15,959 | $7.49M | 0.10% | −1,860−10.4% | Reduced |
| CIBC World Markets Corp | 16,334 | $7.67M | 0.06% | +5,831+55.5% | Added |
| Andra AP-fonden | 16,500 | $7.74M | 0.20% | +1,200+7.8% | Added |
| Polar Capital Holdings Plc | 16,512 | $7.75M | 0.05% | −12,092−42.3% | Reduced |
| Formuepleje A/S | 16,897 | $7.93M | 0.69% | −1,015−5.7% | Reduced |
| Marks Group Wealth Management, Inc | 17,121 | $8.03M | 0.96% | +91+0.5% | Added |
| Progressive Investment Management Corp | 17,208 | $8.08M | 2.52% | −168−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 17,357 | $8.15M | 0.11% | −938−5.1% | Reduced |
| Transform Wealth, LLC | 17,381 | $8.16M | 0.73% | +16,613+2,163.2% | Added |
| Agf Management Ltd | 17,422 | $8.18M | 0.06% | +1,388+8.7% | Added |
| USS Investment Management Ltd | 17,455 | $8.19M | 0.10% | +390+2.3% | Added |
| Schonfeld Strategic Advisors LLC | 17,613 | $8.27M | 0.07% | +16,887+2,326.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,615 | $8.27M | 0.17% | −11,465−39.4% | Reduced |
| Public Sector Pension Investment Board | 17,615 | $8.27M | 0.06% | −1,015−5.4% | Reduced |
| Retirement Systems of Alabama | 18,196 | $8.54M | 0.04% | −5,438−23.0% | Reduced |
| Jane Street Group, LLC | 18,247 | $8.56M | 0.01% | −5,276−22.4% | Reduced |
| Totem Point Management, LLC | 18,366 | $8.62M | 7.87% | −663−3.5% | Reduced |
| Prudential PLC | 18,552 | $8.71M | 0.10% | +693+3.9% | Added |
| Walter Public Investments Inc. | 18,554 | $8.71M | 1.94% | −4,061−18.0% | Reduced |
| Texas Permanent School Fund | 18,625 | $8.74M | 0.08% | +2,070+12.5% | Added |
| Swiss Life Asset Management Ltd | 18,837 | $8.84M | 0.13% | −1,534−7.5% | Reduced |
| EULAV Asset Management | 19,000 | $8.92M | 0.33% | +4,000+26.7% | Added |
| Pacer Advisors, Inc. | 19,071 | $8.95M | 0.04% | −2,915−13.3% | Reduced |
| Motley Fool Asset Management LLC | 19,093 | $8.96M | 0.80% | +19,093 | New |
| Commerce Bank | 19,293 | $9.05M | 0.07% | +940+5.1% | Added |
| Thematics Asset Management | 19,311 | $9.06M | 0.43% | +1,626+9.2% | Added |
| ProShare Advisors LLC | 19,337 | $9.07M | 0.03% | +1,590+9.0% | Added |
| Alyeska Investment Group, L.P. | 19,794 | $9.29M | 0.07% | −37,581−65.5% | Reduced |
| RBF Capital, LLC | 20,000 | $9.39M | 0.59% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 20,100 | $9.43M | 0.10% | +5,400+36.7% | Added |
| Ensign Peak Advisors, Inc | 20,131 | $9.45M | 0.02% | +10,416+107.2% | Added |
| Empower Advisory Group, LLC | 20,412 | $9.58M | 0.04% | −105−0.5% | Reduced |
| Susquehanna International Group, LLP | 20,731 | $9.73M | 0.02% | −27,541−57.1% | Reduced |
| 2Xideas AG | 20,860 | $9.79M | 0.94% | −25,061−54.6% | Reduced |
| Handelsbanken Fonder AB | 21,127 | $9.91M | 0.05% | +404+1.9% | Added |
| AQR Capital Management LLC | 21,351 | $9.95M | 0.02% | +13,455+170.4% | Added |
| Vancity Investment Management Ltd | 21,224 | $9.96M | 1.28% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 21,273 | $9.98M | 0.04% | −1,049−4.7% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $10.0M | 1.55% | +4,700+25.3% | Added |