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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 1,020,889 | $479.1M | 0.75% | +104,041+11.3% | Added |
| Wellington Management Group LLP | 1,281,126 | $601.2M | 0.11% | +546,220+74.3% | Added |
| Sustainable Growth Advisers, LP | 1,390,639 | $652.6M | 3.10% | +194,606+16.3% | Added |
| Capital International Investors | 1,570,337 | $736.7M | 0.18% | +156,155+11.0% | Added |
| Fiera Capital Corp | 1,570,287 | $736.9M | 2.13% | −92,188−5.5% | Reduced |
| Geode Capital Management, LLC | 1,684,190 | $788.5M | 0.09% | +46,934+2.9% | Added |
| FMR LLC | 1,863,200 | $874.4M | 0.07% | −261,994−12.3% | Reduced |
| Capital Research Global Investors | 2,042,809 | $958.7M | 0.26% | +240,639+13.4% | Added |
| Bamco Inc | 2,244,921 | $1.05B | 2.92% | +72,355+3.3% | Added |
| Alliancebernstein L.P. | 2,546,310 | $1.19B | 0.49% | −64,183−2.5% | Reduced |
| Massachusetts Financial Services Co | 2,655,784 | $1.25B | 0.41% | −441,446−14.3% | Reduced |
| State Street Corp | 3,227,973 | $1.51B | 0.08% | +82,761+2.6% | Added |
| BlackRock Inc. | 6,574,963 | $3.09B | 0.09% | −196,345−2.9% | Reduced |
| Vanguard Group Inc | 8,711,444 | $4.09B | 0.10% | −18,375−0.2% | Reduced |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −777,078−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −147,470−100.0% | Sold out |
| Aristotle Atlantic Partners, LLC | 0 | $0 | 0.00% | −58,270−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −25,375−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −18,123−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −13,851−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −13,517−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −7,469−100.0% | Sold out |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −7,196−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −5,530−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,160−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −3,651−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,140−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| Van Leeuwen & Company, LLC | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −1,521−100.0% | Sold out |
| Alera Investment Advisors, LLC | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −1,364−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Angeles Wealth Management, LLC | 0 | $0 | 0.00% | −1,122−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| ABN AMRO Bank N.V. | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| BMS Financial Advisors, LLC | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Forte Capital LLC | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −423−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Blue Edge Capital, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Buckhead Capital Management LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |