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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 9,008 | $4.23M | 0.04% | −135−1.5% | Reduced |
| Crestline Management, LP | 8,997 | $4.22M | 0.46% | +8,997 | New |
| Cary Street Partner Investment Advisory LLC | 8,986 | $4.22M | 0.27% | +108+1.2% | Added |
| Mackenzie Financial Corp | 8,466 | $4.00M | 0.01% | −4,925−36.8% | Reduced |
| Vident Investment Advisory, LLC | 8,524 | $4.00M | 0.14% | −596−6.5% | Reduced |
| Virtu Financial LLC | 8,499 | $3.99M | 0.30% | +8,499 | New |
| iA Global Asset Management Inc. | 8,372 | $3.93M | 0.10% | +8,372 | New |
| TD Private Client Wealth LLC | 8,354 | $3.92M | 0.17% | −59−0.7% | Reduced |
| Edgestream Partners, L.P. | 8,339 | $3.91M | 0.35% | +5,503+194.0% | Added |
| Worldquant Millennium Advisors LLC | 8,296 | $3.89M | 0.07% | −391−4.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,257 | $3.87M | 0.01% | +1,209+17.2% | Added |
| Daiwa Securities Group Inc. | 8,240 | $3.87M | 0.03% | +94+1.2% | Added |
| Gulf International Bank (UK) Ltd | 8,143 | $3.82M | 0.09% | −2,365−22.5% | Reduced |
| Capital International Sarl | 8,035 | $3.77M | 0.17% | +40+0.5% | Added |
| Clear Harbor Asset Management, LLC | 8,001 | $3.76M | 0.37% | +2,038+34.2% | Added |
| Cape Cod Five Cents Savings Bank | 7,990 | $3.75M | 0.39% | +198+2.5% | Added |
| Eqis Capital Management, Inc. | 7,921 | $3.72M | 0.42% | −993−11.1% | Reduced |
| Cerity Partners LLC | 7,866 | $3.69M | 0.01% | −76−1.0% | Reduced |
| Prana Capital Management, LP | 7,759 | $3.64M | 0.24% | +7,759 | New |
| Donaldson Capital Management, LLC | 7,754 | $3.64M | 0.17% | −166−2.1% | Reduced |
| Fayez Sarofim & Co | 7,600 | $3.57M | 0.01% | −2,000−20.8% | Reduced |
| JustInvest LLC | 7,470 | $3.51M | 0.11% | −35−0.5% | Reduced |
| Fifth Third Bancorp | 7,332 | $3.44M | 0.02% | +106+1.5% | Added |
| Strategic Global Advisors, LLC | 7,234 | $3.39M | 0.52% | +3,473+92.3% | Added |
| British Columbia Investment Management Corp | 7,219 | $3.39M | 0.03% | +79+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 7,202 | $3.38M | 0.03% | −396−5.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,187 | $3.36M | 0.01% | −35,071−83.0% | Reduced |
| PGGM Investments | 7,125 | $3.34M | 0.05% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,105 | $3.33M | 0.07% | −58−0.8% | Reduced |
| Cornerstone Advisors, LLC | 7,000 | $3.29M | 0.16% | 00.0% | Unchanged |
| Synovus Financial Corp | 6,867 | $3.22M | 0.04% | −559−7.5% | Reduced |
| Wealthfront Advisers LLC | 6,684 | $3.14M | 0.01% | +197+3.0% | Added |
| Securian Asset Management, Inc | 6,682 | $3.14M | 0.08% | −100−1.5% | Reduced |
| Teacher Retirement System of Texas | 6,558 | $3.08M | 0.02% | −25,624−79.6% | Reduced |
| Level Four Advisory Services, LLC | 6,490 | $3.05M | 0.18% | +181+2.9% | Added |
| Candriam Luxembourg S.C.A. | 6,481 | $3.04M | 0.02% | −9,581−59.7% | Reduced |
| Kentucky Retirement Systems | 6,437 | $3.02M | 0.10% | +115+1.8% | Added |
| Echo Street Capital Management LLC | 6,329 | $2.97M | 0.03% | +6,329 | New |
| Crossmark Global Holdings, Inc. | 5,340 | $2.94M | 0.06% | −4,067−43.2% | Reduced |
| Oregon Public Employees Retirement Fund | 6,203 | $2.91M | 0.03% | +12+0.2% | Added |
| Atria Investments LLC | 6,185 | $2.90M | 0.05% | +3,846+164.4% | Added |
| Creative Planning | 6,137 | $2.88M | 0.00% | −240−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 6,134 | $2.88M | 0.01% | −13,534−68.8% | Reduced |
| Maryland State Retirement & Pension System | 5,936 | $2.79M | 0.06% | −176−2.9% | Reduced |
| Hartford Investment Management Co | 5,844 | $2.74M | 0.10% | −1,112−16.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 5,824 | $2.73M | 0.05% | +1,769+43.6% | Added |
| Clearbridge Investments, LLC | 5,795 | $2.72M | 0.00% | +3,904+206.5% | Added |
| Ethic Inc. | 5,791 | $2.72M | 0.10% | +28+0.5% | Added |
| Bessemer Group Inc | 5,754 | $2.70M | 0.01% | −413−6.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,658 | $2.65M | 0.01% | −1,187−17.3% | Reduced |
| Tsai Capital Corp | 5,648 | $2.65M | 2.40% | +2,325+70.0% | Added |
| Kingfisher Capital LLC | 5,577 | $2.62M | 0.68% | −122−2.1% | Reduced |
| Redwood Investments, LLC | 5,574 | $2.62M | 0.32% | −73−1.3% | Reduced |
| Banco Santander, S.A. | 5,558 | $2.61M | 0.03% | +1,788+47.4% | Added |
| Aurora Investment Managers, LLC. | 5,505 | $2.58M | 1.97% | +100+1.9% | Added |
| FORA Capital, LLC | 5,445 | $2.56M | 0.36% | −1,044−16.1% | Reduced |
| Ieq Capital, LLC | 5,386 | $2.53M | 0.05% | +35+0.7% | Added |
| Advisor Partners II, LLC | 5,287 | $2.48M | 0.12% | −191−3.5% | Reduced |
| Abn Amro Investment Solutions | 5,165 | $2.42M | 0.05% | +2,454+90.5% | Added |
| Flputnam Investment Management Co | 5,162 | $2.42M | 0.07% | −113−2.1% | Reduced |
| Louisiana State Employees Retirement System | 5,000 | $2.35M | 0.05% | −200−3.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 4,944 | $2.32M | 0.18% | +1,977+66.6% | Added |
| Steward Partners Investment Advisory, LLC | 4,917 | $2.31M | 0.03% | +1,293+35.7% | Added |
| US Bancorp | 4,892 | $2.30M | 0.00% | −3,173−39.3% | Reduced |
| Colony Group LLC | 4,751 | $2.23M | 0.03% | +143+3.1% | Added |
| Gamco Investors, Inc. Et Al | 4,740 | $2.22M | 0.02% | −336−6.6% | Reduced |
| Ghe, LLC | 4,704 | $2.21M | 1.48% | +132+2.9% | 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 |
| Achmea Investment Management B.V. | 4,430 | $2.08M | 0.04% | +293+7.1% | Added |
| Munro Partners | 4,414 | $2.07M | 0.10% | +1,940+78.4% | Added |
| Cumberland Partners Ltd | 4,364 | $2.05M | 0.19% | +23+0.5% | Added |
| Freedom Day Solutions, LLC | 4,354 | $2.04M | 0.91% | +11+0.3% | Added |
| Bokf, NA | 4,341 | $2.04M | 0.04% | +79+1.9% | Added |
| Cornercap Investment Counsel Inc | 4,336 | $2.03M | 0.35% | +3,336+333.6% | Added |
| Dakota Wealth Management | 4,287 | $2.01M | 0.09% | −82−1.9% | Reduced |
| Natixis | 4,266 | $2.00M | 0.02% | +2,802+191.4% | Added |
| Boston Financial Mangement LLC | 4,137 | $1.94M | 0.07% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,135 | $1.94M | 0.09% | −316−7.1% | Reduced |
| Alamar Capital Management, LLC | 3,967 | $1.86M | 1.37% | +173+4.6% | Added |
| Grandeur Peak Global Advisors, LLC | 3,966 | $1.86M | 0.13% | −1,016−20.4% | Reduced |
| Teza Capital Management LLC | 3,962 | $1.86M | 0.30% | +3,962 | New |
| Cetera Investment Advisers | 3,948 | $1.85M | 0.02% | −826−17.3% | Reduced |
| Mercer Global Advisors Inc | 3,946 | $1.85M | 0.01% | +1,660+72.6% | Added |
| PDT Partners, LLC | 3,902 | $1.83M | 0.25% | −1,704−30.4% | Reduced |
| New Mexico Educational Retirement Board | 3,900 | $1.83M | 0.08% | +200+5.4% | Added |
| Trexquant Investment LP | 3,836 | $1.80M | 0.05% | +3,836 | New |
| 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 |
| Atlantic Union Bankshares Corp | 3,824 | $1.79M | 0.18% | +3,026+379.2% | Added |
| King Luther Capital Management Corp | 3,766 | $1.77M | 0.01% | −2,899−43.5% | Reduced |
| E. Ohman J:or Asset Management AB | 3,712 | $1.74M | 0.06% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,644 | $1.71M | 0.02% | −699−16.1% | Reduced |
| Perpetual Ltd | 3,642 | $1.71M | 0.01% | −77−2.1% | Reduced |
| Northwest & Ethical Investments L.P. | 3,565 | $1.67M | 0.05% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 3,550 | $1.67M | 1.18% | +1,500+73.2% | Added |
| Change Path, LLC | 3,534 | $1.66M | 0.08% | +10+0.3% | Added |
| Metropolitan Life Insurance Co | 3,490 | $1.64M | 0.08% | −87−2.4% | Reduced |
| Spouting Rock Asset Management, LLC | 3,472 | $1.63M | 0.59% | −2,048−37.1% | Reduced |
| Mawer Investment Management Ltd. | 3,424 | $1.61M | 0.01% | +804+30.7% | Added |