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 |
|---|---|---|---|---|---|
| Oak Ridge Investments LLC | 1,321 | $619.9K | 0.08% | −25−1.9% | Reduced |
| CIBC World Markets Inc. | 1,319 | $619.0K | 0.00% | −5,168−79.7% | Reduced |
| Navellier & Associates Inc | 1,317 | $618.1K | 0.12% | +214+19.4% | Added |
| Bradley Foster & Sargent Inc | 1,292 | $606.3K | 0.01% | +6+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,280 | $601.0K | 0.00% | −10−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,270 | $596.0K | 0.02% | +93+7.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,268 | $595.1K | 0.01% | −148−10.5% | Reduced |
| Coldstream Capital Management Inc | 1,235 | $579.5K | 0.02% | −72−5.5% | Reduced |
| Kestra Advisory Services, LLC | 1,214 | $569.7K | 0.01% | −1,146−48.6% | Reduced |
| Snowden Capital Advisors LLC | 1,191 | $558.9K | 0.02% | −5−0.4% | Reduced |
| Harbor Capital Advisors, Inc. | 1,182 | $554.7K | 0.11% | +22+1.9% | Added |
| DoubleLine ETF Adviser LP | 1,180 | $553.8K | 0.20% | +274+30.2% | Added |
| Pinnacle Associates Ltd | 1,176 | $551.9K | 0.01% | −92−7.3% | Reduced |
| Pier Capital, LLC | 1,169 | $548.6K | 0.08% | −377−24.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,166 | $547.2K | 0.10% | −202−14.8% | Reduced |
| Blueshift Asset Management, LLC | 1,118 | $524.7K | 0.20% | +564+101.8% | Added |
| Natixis Investment Managers International | 1,113 | $522.3K | 0.04% | +691+163.7% | Added |
| Roundview Capital LLC | 1,104 | $518.1K | 0.05% | +1,104 | New |
| Palumbo Wealth Management LLC | 1,104 | $518.0K | 0.32% | +1,104 | New |
| Lincoln National Corp | 1,098 | $515.3K | 0.01% | −450−29.1% | Reduced |
| Telemus Capital, LLC | 1,084 | $508.7K | 0.04% | +388+55.7% | Added |
| Anchor Investment Management, LLC | 1,083 | $508.4K | 0.06% | +716+195.1% | Added |
| Capula Management Ltd | 1,080 | $506.8K | 0.06% | +304+39.2% | Added |
| Advisors Asset Management, Inc. | 1,079 | $506.4K | 0.01% | +1,079 | New |
| Signaturefd, LLC | 1,078 | $505.9K | 0.01% | −118−9.9% | Reduced |
| Stanley-Laman Group, Ltd. | 1,069 | $501.7K | 0.08% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,043 | $489.5K | 0.09% | +73+7.5% | Added |
| Pathstone Family Office, LLC | 1,030 | $483.4K | 0.01% | +110+12.0% | Added |
| Evercore Wealth Management, LLC | 1,028 | $482.4K | 0.01% | −50−4.6% | Reduced |
| Dana Investment Advisors, Inc. | 1,008 | $473.0K | 0.02% | −1,182−54.0% | Reduced |
| Harbor Advisors LLC | 1,000 | $469.3K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 943 | $468.8K | 0.05% | −50−5.0% | Reduced |
| WR Wealth Planners, LLC | 970 | $455.2K | 0.18% | +37+4.0% | Added |
| Beverly Hills Private Wealth, LLC | 838 | $454.4K | 0.07% | +68+8.8% | Added |
| Fidelis Capital Partners, LLC | 967 | $453.8K | 0.17% | +96+11.0% | Added |
| Beacon Pointe Advisors, LLC | 962 | $451.5K | 0.01% | −131−12.0% | Reduced |
| Profund Advisors LLC | 957 | $449.1K | 0.02% | −17−1.7% | Reduced |
| Cigna Investments Inc | 958 | $449.0K | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 954 | $447.7K | 0.01% | −36−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 950 | $445.8K | 0.02% | −41−4.1% | Reduced |
| Meridian Wealth Management, LLC | 944 | $443.0K | 0.04% | +944 | New |
| Boothbay Fund Management, LLC | 941 | $441.6K | 0.02% | +941 | New |
| Clarius Group, LLC | 939 | $440.7K | 0.03% | −85−8.3% | Reduced |
| Trust Asset Management LLC | 919 | $431.3K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 911 | $427.5K | 0.04% | +445+95.5% | Added |
| Donoghue Forlines LLC | 909 | $426.6K | 0.13% | +366+67.4% | Added |
| Penserra Capital Management LLC | 906 | $424.0K | 0.01% | −4,370−82.8% | Reduced |
| Bayesian Capital Management, LP | 900 | $422.4K | 0.05% | −1,238−57.9% | Reduced |
| Boulder Hill Capital Management LP | 900 | $422.4K | 0.81% | +900 | New |
| Private Advisor Group, LLC | 774 | $420.2K | 0.00% | +101+15.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 894 | $420.0K | 0.01% | +330+58.5% | Added |
| Resources Investment Advisors, LLC. | 892 | $418.7K | 0.01% | +11+1.2% | Added |
| Pitcairn Co | 883 | $414.4K | 0.03% | +6+0.7% | Added |
| TownSquare Capital, LLC | 868 | $407.4K | 0.01% | +179+26.0% | Added |
| RFG Advisory, LLC | 858 | $402.7K | 0.02% | +24+2.9% | Added |
| Veriti Management LLC | 856 | $401.8K | 0.04% | −163−16.0% | Reduced |
| Brookfield Asset Management Inc. | 852 | $399.8K | 0.00% | −1,433−62.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 851 | $399.4K | 0.04% | +1+0.1% | Added |
| Raymond James Trust N.A. | 850 | $399.0K | 0.01% | +42+5.2% | Added |
| Bryn Mawr Trust Co | 851 | $399.0K | 0.02% | +123+16.9% | Added |
| Symmetry Partners, LLC | 848 | $398.0K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 816 | $382.9K | 0.04% | −74−8.3% | Reduced |
| Boit C F David | 810 | $380.1K | 0.25% | 00.0% | Unchanged |
| Foundry Partners, LLC | 806 | $378.2K | 0.02% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 799 | $378.2K | 0.06% | −284−26.2% | Reduced |
| CM Wealth Advisors LLC | 681 | $374.7K | 0.12% | −2,883−80.9% | Reduced |
| Moody National Bank Trust Division | 795 | $373.1K | 0.03% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 789 | $370.3K | 0.07% | −58−6.8% | Reduced |
| Elk River Wealth Management, LLC | 780 | $366.0K | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 777 | $364.7K | 0.01% | +1+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 775 | $364.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 768 | $360.4K | 0.03% | −99−11.4% | Reduced |
| Great Lakes Retirement, Inc. | 763 | $358.1K | 0.06% | −3−0.4% | Reduced |
| Ascent Wealth Partners, LLC | 760 | $356.7K | 0.06% | +164+27.5% | Added |
| World Equity Group, Inc. | 755 | $354.3K | 0.10% | +755 | New |
| InterOcean Capital Group, LLC | 751 | $352.4K | 0.01% | −518−40.8% | Reduced |
| SFMG, LLC | 739 | $346.8K | 0.04% | −13−1.7% | Reduced |
| Lido Advisors, LLC | 734 | $344.7K | 0.00% | −192−20.7% | Reduced |
| Headlands Technologies LLC | 734 | $344.5K | 0.11% | +734 | New |
| Cetera Advisors LLC | 731 | $343.2K | 0.01% | +72+10.9% | Added |
| JSF Financial, LLC | 719 | $337.4K | 0.12% | −100−12.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 719 | $337.0K | 0.02% | +719 | New |
| MQS Management LLC | 718 | $336.9K | 0.23% | +718 | New |
| Zions Bancorporation, N.A. | 717 | $336.5K | 0.03% | −73−9.2% | Reduced |
| CNB Bank | 704 | $330.4K | 0.19% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 701 | $329.1K | 0.04% | +701 | New |
| Park Place Capital Corp | 700 | $328.5K | 0.09% | −26−3.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $328.5K | 0.16% | 00.0% | Unchanged |
| Axq Capital, LP | 700 | $328.5K | 0.41% | +700 | New |
| Perigon Wealth Management, LLC | 691 | $324.3K | 0.01% | −15−2.1% | Reduced |
| Mather Group, LLC. | 673 | $315.7K | 0.01% | +253+60.2% | Added |
| Siemens Fonds Invest GmbH | 672 | $313.8K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 668 | $313.5K | 0.00% | −2−0.3% | Reduced |
| Graham Capital Management, L.P. | 662 | $310.7K | 0.01% | −837−55.8% | Reduced |
| Quadrant Capital Group LLC | 657 | $308.3K | 0.03% | −111−14.5% | Reduced |
| Empowered Funds, LLC | 650 | $305.0K | 0.01% | −73−10.1% | Reduced |
| EA Series Trust | 650 | $305.0K | 0.01% | +650 | New |
| Kinneret Advisory, LLC | 645 | $302.7K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 640 | $300.3K | 0.02% | −161−20.1% | Reduced |
| HB Wealth Management, LLC | 635 | $298.0K | 0.00% | −85−11.8% | Reduced |