Skip to main content

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.

Institutional holdersQ2 2023: 814 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ2 2023: $33.4B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2023.

Institutions holding MSCI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Engineers Gate Manager LP23,465$11.0M0.42%+21,258+963.2%Added
American International Group, Inc.23,357$11.0M0.07%−1,523−6.1%Reduced
Point72 Middle East FZE23,306$10.9M0.61%+23,306New
Quantbot Technologies LP23,274$10.9M0.72%+23,176+23,649.0%Added
Fred Alger Management, LLC22,983$10.8M0.06%+1,223+5.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)22,918$10.8M0.05%−19,970−46.6%Reduced
Arizona State Retirement System22,886$10.7M0.09%+1,054+4.8%Added
DuPont Capital Management Corp22,805$10.7M0.53%−872−3.7%Reduced
Amalgamated Bank22,346$10.5M0.08%+223+1.0%Added
Verition Fund Management LLC22,029$10.3M0.16%+20,917+1,881.0%Added
Modera Wealth Management, LLC21,963$10.3M0.19%+21,963New
Banco Bilbao Vizcaya Argentaria, S.A.21,897$10.3M0.13%−1,416−6.1%Reduced
MetLife Investment Management21,895$10.3M0.07%−1,029−4.5%Reduced
Holocene Advisors, LP21,693$10.2M0.04%+21,693New
Bedrijfstakpensioenfonds Voor de Media Pno23,300$10.0M1.55%+4,700+25.3%Added
State of Tennessee, Treasury Department21,273$9.98M0.04%−1,049−4.7%Reduced
Vancity Investment Management Ltd21,224$9.96M1.28%00.0%Unchanged
AQR Capital Management LLC21,351$9.95M0.02%+13,455+170.4%Added
Handelsbanken Fonder AB21,127$9.91M0.05%+404+1.9%Added
2Xideas AG20,860$9.79M0.94%−25,061−54.6%Reduced
Susquehanna International Group, LLP20,731$9.73M0.02%−27,541−57.1%Reduced
Empower Advisory Group, LLC20,412$9.58M0.04%−105−0.5%Reduced
Ensign Peak Advisors, Inc20,131$9.45M0.02%+10,416+107.2%Added
Forsta Ap-Fonden20,100$9.43M0.10%+5,400+36.7%Added
RBF Capital, LLC20,000$9.39M0.59%00.0%Unchanged
Alyeska Investment Group, L.P.19,794$9.29M0.07%−37,581−65.5%Reduced
ProShare Advisors LLC19,337$9.07M0.03%+1,590+9.0%Added
Thematics Asset Management19,311$9.06M0.43%+1,626+9.2%Added
Commerce Bank19,293$9.05M0.07%+940+5.1%Added
Motley Fool Asset Management LLC19,093$8.96M0.80%+19,093New
Pacer Advisors, Inc.19,071$8.95M0.04%−2,915−13.3%Reduced
EULAV Asset Management19,000$8.92M0.33%+4,000+26.7%Added
Swiss Life Asset Management Ltd18,837$8.84M0.13%−1,534−7.5%Reduced
Texas Permanent School Fund18,625$8.74M0.08%+2,070+12.5%Added
Walter Public Investments Inc.18,554$8.71M1.94%−4,061−18.0%Reduced
Prudential PLC18,552$8.71M0.10%+693+3.9%Added
Totem Point Management, LLC18,366$8.62M7.87%−663−3.5%Reduced
Jane Street Group, LLC18,247$8.56M0.01%−5,276−22.4%Reduced
Retirement Systems of Alabama18,196$8.54M0.04%−5,438−23.0%Reduced
Dai-Ichi Life Insurance Company, Ltd17,615$8.27M0.17%−11,465−39.4%Reduced
Public Sector Pension Investment Board17,615$8.27M0.06%−1,015−5.4%Reduced
Schonfeld Strategic Advisors LLC17,613$8.27M0.07%+16,887+2,326.0%Added
USS Investment Management Ltd17,455$8.19M0.10%+390+2.3%Added
Agf Management Ltd17,422$8.18M0.06%+1,388+8.7%Added
Transform Wealth, LLC17,381$8.16M0.73%+16,613+2,163.2%Added
B. Metzler seel. Sohn & Co. AG17,357$8.15M0.11%−938−5.1%Reduced
Progressive Investment Management Corp17,208$8.08M2.52%−168−1.0%Reduced
Marks Group Wealth Management, Inc17,121$8.03M0.96%+91+0.5%Added
Formuepleje A/S16,897$7.93M0.69%−1,015−5.7%Reduced
Polar Capital Holdings Plc16,512$7.75M0.05%−12,092−42.3%Reduced
Andra AP-fonden16,500$7.74M0.20%+1,200+7.8%Added
CIBC World Markets Corp16,334$7.67M0.06%+5,831+55.5%Added
Xponance, Inc.15,959$7.49M0.10%−1,860−10.4%Reduced
First Horizon Advisors, Inc.15,941$7.48M0.26%+4,233+36.2%Added
Connectus Wealth, LLC15,813$7.42M0.17%+1,843+13.2%Added
Kiwi Wealth Investments Limited Partnership15,795$7.41M0.46%00.0%Unchanged
IFM Investors Pty Ltd15,596$7.32M0.10%+1,247+8.7%Added
United Capital Financial Advisers, LLC15,424$7.24M0.04%−537−3.4%Reduced
First Republic Investment Management, Inc.15,294$7.18M0.04%+336+2.2%Added
Azimuth Capital Investment Management LLC15,089$7.08M0.34%+190+1.3%Added
Sumitomo Mitsui DS Asset Management Company, Ltd15,020$7.05M0.11%+3,352+28.7%Added
Credit Agricole S A14,967$7.02M0.23%+845+6.0%Added
Motley Fool Wealth Management, LLC14,798$6.94M0.41%+14,798New
HRT Financial LP14,553$6.83M0.06%+14,553New
DnB Asset Management AS14,091$6.61M0.04%+330+2.4%Added
ING Groep NV14,054$6.60M0.05%+5,650+67.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,963$6.55M0.05%+408+3.0%Added
Mutual of America Capital Management LLC13,851$6.50M0.07%+1,313+10.5%Added
Silvant Capital Management LLC13,603$6.38M0.36%00.0%Unchanged
Mariner, LLC13,560$6.36M0.02%+5,191+62.0%Added
Utah Retirement Systems13,342$6.26M0.09%−500−3.6%Reduced
Axxcess Wealth Management, LLC13,041$6.12M0.44%+1,520+13.2%Added
Forge First Asset Management Inc.12,990$6.10M3.07%+12,370+1,995.2%Added
Middleton & Co Inc12,948$6.08M0.81%−172−1.3%Reduced
MML Investors Services, LLC12,547$5.89M0.03%−1,869−13.0%Reduced
New York Life Investment Management LLC12,443$5.84M0.06%−52−0.4%Reduced
State of Alaska, Department of Revenue12,300$5.77M0.07%−1,094−8.2%Reduced
The PNC Financial Services Group, Inc.12,250$5.75M0.00%+58+0.5%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund12,210$5.73M0.07%+100+0.8%Added
Stifel Financial Corp12,060$5.67M0.01%−7,529−38.4%Reduced
AMG National Trust Bank11,809$5.54M0.18%00.0%Unchanged
Seven Eight Capital, LP11,731$5.51M0.91%+11,731New
Evoke Wealth, LLC11,640$5.46M0.19%+954+8.9%Added
Mirae Asset Global Investments Co., Ltd.11,560$5.42M0.01%−23,982−67.5%Reduced
Baldwin Brothers Inc11,406$5.35M0.44%−113−1.0%Reduced
Logan Capital Management Inc11,357$5.33M0.26%−47−0.4%Reduced
Jump Financial, LLC11,275$5.29M0.20%+4,230+60.0%Added
Yousif Capital Management, LLC10,975$5.15M0.06%+179+1.7%Added
O'Shaughnessy Asset Management, LLC10,697$5.02M0.07%−4,167−28.0%Reduced
AE Wealth Management LLC10,615$4.98M0.03%+2,309+27.8%Added
K.J. Harrison & Partners Inc10,645$4.98M0.90%−500−4.5%Reduced
Bell Asset Management Ltd9,874$4.63M0.79%+9,874New
CWM Advisors, LLC9,831$4.61M0.56%−628−6.0%Reduced
SG Americas Securities, LLC9,829$4.61M0.04%+4,491+84.1%Added
Fernwood Investment Management, LLC9,662$4.55M1.61%+864+9.8%Added
Shell Asset Management Co9,621$4.51M0.18%−5,179−35.0%Reduced
Alps Advisors Inc9,606$4.51M0.04%−245−2.5%Reduced
Czech National Bank9,477$4.45M0.10%+57+0.6%Added
Empire Life Investments Inc.9,220$4.33M0.30%−3,922−29.8%Reduced
Healthcare of Ontario Pension Plan Trust Fund9,100$4.27M0.02%+1,609+21.5%Added