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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 3,366 | $1.58M | 0.07% | −34−1.0% | Reduced |
| First Hawaiian Bank | 3,359 | $1.58M | 0.05% | −588−14.9% | Reduced |
| Janney Montgomery Scott LLC | 3,305 | $1.55M | 0.01% | +10+0.3% | Added |
| Davenport & Co LLC | 3,295 | $1.55M | 0.01% | +705+27.2% | Added |
| Duality Advisers, LP | 3,238 | $1.52M | 0.19% | −798−19.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,207 | $1.51M | 0.06% | −40,349−92.6% | Reduced |
| Cetera Advisor Networks LLC | 3,152 | $1.48M | 0.01% | −106−3.3% | Reduced |
| Oak Thistle LLC | 3,151 | $1.48M | 0.78% | +3,151 | New |
| Guggenheim Capital LLC | 3,141 | $1.47M | 0.01% | +430+15.9% | Added |
| GYL Financial Synergies, LLC | 3,058 | $1.44M | 0.13% | +3,058 | New |
| Two Sigma Securities, LLC | 3,026 | $1.42M | 0.12% | +1,045+52.8% | Added |
| Cresset Asset Management, LLC | 2,971 | $1.39M | 0.01% | +2,216+293.5% | Added |
| Everence Capital Management Inc | 2,937 | $1.38M | 0.11% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,903 | $1.36M | 0.01% | −1,535−34.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,874 | $1.35M | 0.10% | +29+1.0% | Added |
| Fairbanks Capital Management, Inc. | 2,871 | $1.35M | 1.05% | −74−2.5% | Reduced |
| Bridgeway Capital Management, LLC | 2,823 | $1.32M | 0.03% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 2,790 | $1.31M | 1.90% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,779 | $1.30M | 0.21% | 00.0% | Unchanged |
| City Holding Co | 2,762 | $1.30M | 0.22% | +230+9.1% | Added |
| Ci Investments Inc. | 2,734 | $1.28M | 0.01% | +918+50.6% | Added |
| Fiduciary Trust Co | 2,711 | $1.27M | 0.02% | +2,252+490.6% | Added |
| Captrust Financial Advisors | 2,680 | $1.26M | 0.00% | +298+12.5% | Added |
| Illinois Municipal Retirement Fund | 2,622 | $1.23M | 0.02% | +1,079+69.9% | Added |
| Greenleaf Trust | 2,605 | $1.22M | 0.01% | −313−10.7% | Reduced |
| Neo Ivy Capital Management | 2,580 | $1.21M | 0.64% | +2,580 | New |
| Dynamic Technology Lab Private Ltd | 2,553 | $1.20M | 0.15% | +2,553 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,526 | $1.19M | 0.03% | +12+0.5% | Added |
| Campbell & CO Investment Adviser LLC | 2,519 | $1.18M | 0.21% | +2,519 | New |
| Advisor OS, LLC | 2,515 | $1.18M | 0.19% | +140+5.9% | Added |
| Empirical Finance, LLC | 2,514 | $1.18M | 0.09% | +282+12.6% | Added |
| Oppenheimer Asset Management Inc. | 2,512 | $1.18M | 0.02% | +19+0.8% | Added |
| Toroso Investments, LLC | 2,507 | $1.18M | 0.03% | +571+29.5% | Added |
| Jefferies Financial Group Inc. | 2,500 | $1.17M | 0.03% | +997+66.3% | Added |
| Vinva Investment Management Ltd | 2,516 | $1.16M | 0.10% | −7,944−75.9% | Reduced |
| Atria Wealth Solutions, Inc. | 2,472 | $1.16M | 0.02% | −319−11.4% | Reduced |
| AXS Investments LLC | 2,459 | $1.15M | 0.31% | +292+13.5% | Added |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.14M | 0.47% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,405 | $1.13M | 0.06% | −66−2.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,340 | $1.10M | 0.12% | +2,340 | New |
| Sompo Asset Management Co., Ltd. | 2,310 | $1.08M | 0.20% | +460+24.9% | Added |
| Bleakley Financial Group, LLC | 2,305 | $1.08M | 0.03% | −1,029−30.9% | Reduced |
| Sawtooth Solutions, LLC | 2,301 | $1.08M | 0.03% | −1,035−31.0% | Reduced |
| Monumental Financial Group Inc. | 2,273 | $1.07M | 0.72% | +2,273 | New |
| Triasima Portfolio Management inc. | 1,711 | $1.06M | 0.07% | −2,950−63.3% | Reduced |
| ProVise Management Group, LLC | 2,264 | $1.06M | 0.10% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 2,228 | $1.05M | 0.60% | +10.0% | Added |
| Birinyi Associates Inc | 2,202 | $1.03M | 0.38% | +201+10.0% | Added |
| Keystone Investors Pte Ltd | 2,100 | $985.5K | 0.17% | +2,100 | New |
| Value Partners Investments Inc. | 2,066 | $970.0K | 0.08% | +101+5.1% | Added |
| Fortis Capital Management LLC | 2,046 | $960.0K | 0.34% | +91+4.7% | Added |
| Fox Run Management, L.L.C. | 2,019 | $947.5K | 0.27% | +2,019 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,988 | $933.0K | 0.20% | +424+27.1% | Added |
| Great Lakes Advisors, LLC | 1,978 | $928.3K | 0.01% | +1,978 | New |
| Arbor Capital Management Inc | 1,967 | $925.1K | 0.72% | +15+0.8% | Added |
| Segment Wealth Management, LLC | 1,952 | $916.1K | 0.09% | +118+6.4% | Added |
| Veritable, L.P. | 1,899 | $891.2K | 0.01% | −143−7.0% | Reduced |
| Vestcor Inc | 1,897 | $890.0K | 0.03% | −6−0.3% | Reduced |
| Apollon Wealth Management, LLC | 1,893 | $888.5K | 0.04% | +115+6.5% | Added |
| Glenmede Trust Co NA | 1,584 | $886.5K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,887 | $885.5K | 0.07% | +4+0.2% | Added |
| Liberty Wealth Management LLC | 1,883 | $883.7K | 0.22% | −15−0.8% | Reduced |
| Westpac Banking Corp | 1,862 | $873.8K | 0.06% | −12,163−86.7% | Reduced |
| Algert Global LLC | 1,850 | $868.2K | 0.04% | +400+27.6% | Added |
| SRN Advisors, LLC | 1,837 | $862.1K | 0.77% | −44−2.3% | Reduced |
| Merit Financial Group, LLC | 1,831 | $859.1K | 0.03% | +227+14.2% | Added |
| Signet Financial Management, LLC | 1,813 | $850.9K | 0.13% | +124+7.3% | Added |
| Buckley Wealth Management, LLC | 1,805 | $847.1K | 0.29% | +10+0.6% | Added |
| Quantamental Technologies LLC | 1,800 | $844.7K | 0.35% | +925+105.7% | Added |
| Balyasny Asset Management LLC | 1,742 | $817.5K | 0.00% | −3,614−67.5% | Reduced |
| TrimTabs Asset Management, LLC | 1,736 | $814.7K | 0.41% | −142−7.6% | Reduced |
| Wetherby Asset Management Inc | 1,724 | $809.1K | 0.04% | +13+0.8% | Added |
| Meeder Advisory Services, Inc. | 1,722 | $808.1K | 0.09% | −117−6.4% | Reduced |
| Chartwell Investment Partners, LLC | 1,722 | $808.1K | 0.03% | −39−2.2% | Reduced |
| Alberta Investment Management Corp | 1,700 | $797.8K | 0.01% | 00.0% | Unchanged |
| Woodline Partners LP | 1,685 | $790.8K | 0.01% | +1,685 | New |
| RB Capital Management, LLC | 1,681 | $789.1K | 0.24% | +10+0.6% | Added |
| Blair William & Co | 1,672 | $784.8K | 0.00% | +202+13.7% | Added |
| Advisory Services Network, LLC | 1,656 | $777.4K | 0.02% | −250−13.1% | Reduced |
| Capital International Ltd | 1,627 | $763.5K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,618 | $759.3K | 0.02% | +12+0.7% | Added |
| Diversified Trust Co | 1,590 | $746.2K | 0.03% | −141−8.1% | Reduced |
| Aspen Grove Capital, LLC | 1,571 | $737.3K | 0.24% | −55−3.4% | Reduced |
| CWM, LLC | 1,516 | $711.0K | 0.00% | +27+1.8% | Added |
| Intech Investment Management LLC | 1,511 | $709.1K | 0.01% | −661−30.4% | Reduced |
| Clarus Wealth Advisors | 1,502 | $708.7K | 0.43% | +310+26.0% | Added |
| Wealth Management Associates, Inc. | 1,502 | $704.9K | 0.40% | −46−3.0% | Reduced |
| Heartland Bank & Trust Co | 1,469 | $689.4K | 0.54% | −153−9.4% | Reduced |
| HighVista Strategies LLC | 1,448 | $679.5K | 0.31% | +948+189.6% | Added |
| Sentry Investment Management LLC | 1,444 | $678.0K | 0.26% | +4+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,436 | $673.9K | 0.00% | −22−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,424 | $668.3K | 0.02% | −809−36.2% | Reduced |
| Cypress Asset Management Inc | 1,423 | $667.8K | 0.21% | −55−3.7% | Reduced |
| Ontario Teachers Pension Plan Board | 1,411 | $662.2K | 0.01% | +1,411 | New |
| Ellevest, Inc. | 1,402 | $657.9K | 0.05% | −93−6.2% | Reduced |
| Paragon Advisors, LLC | 1,401 | $657.0K | 0.21% | −779−35.7% | Reduced |
| Balboa Wealth Partners | 1,397 | $655.5K | 0.23% | −304−17.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,368 | $642.0K | 0.05% | −20−1.4% | Reduced |
| Keybank National Association | 1,347 | $632.1K | 0.00% | +244+22.1% | Added |
| Nebula Research & Development LLC | 1,337 | $627.4K | 0.48% | +1,337 | New |