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 |
|---|---|---|---|---|---|
| Legacy Advisors, LLC | 634 | $297.5K | 0.04% | +634 | New |
| Parallel Advisors, LLC | 631 | $296.5K | 0.01% | −33−5.0% | Reduced |
| Silver Oak Securities, Inc | 611 | $287.0K | 0.05% | +611 | New |
| Centiva Capital, LP | 611 | $286.7K | 0.01% | +13+2.2% | Added |
| Versor Investments LP | 609 | $285.8K | 0.05% | +609 | New |
| Apeiron RIA LLC | 608 | $285.1K | 0.10% | +27+4.6% | Added |
| DRW Securities, LLC | 607 | $285.0K | 0.02% | +607 | New |
| XTX Topco Ltd | 604 | $283.5K | 0.05% | −3,160−84.0% | Reduced |
| Quantinno Capital Management LP | 601 | $282.0K | 0.02% | −308−33.9% | Reduced |
| WJ Wealth Management, LLC | 600 | $281.6K | 0.13% | +600 | New |
| UniSuper Management Pty Ltd | 600 | $281.6K | 0.00% | +600 | New |
| Empirical Asset Management, LLC | 593 | $278.5K | 0.25% | +593 | New |
| Boston Private Wealth LLC | 593 | $278.2K | 0.01% | −92−13.4% | Reduced |
| National Asset Management, Inc. | 591 | $277.4K | 0.01% | −179−23.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 587 | $275.5K | 0.03% | 00.0% | Unchanged |
| Meritage Group LP | 585 | $275.0K | 0.01% | +585 | New |
| Summit Global Investments | 582 | $273.0K | 0.02% | +582 | New |
| Scotia Capital Inc. | 581 | $272.7K | 0.00% | −190−24.6% | Reduced |
| Old National Bancorp | 577 | $270.8K | 0.01% | +146+33.9% | Added |
| Desjardins Global Asset Management Inc. | 576 | $270.3K | 0.03% | −115−16.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 572 | $268.4K | 0.03% | −39−6.4% | Reduced |
| Fenimore Asset Management Inc | 572 | $268.4K | 0.01% | 00.0% | Unchanged |
| Avory & Company, LLC | 569 | $267.1K | 0.20% | +569 | New |
| Wealth Alliance | 565 | $265.1K | 0.04% | −56−9.0% | Reduced |
| J2 Capital Management Inc | 564 | $264.7K | 0.31% | −210−27.1% | Reduced |
| Balentine LLC | 552 | $259.0K | 0.01% | −8−1.4% | Reduced |
| Graypoint LLC | 547 | $256.7K | 0.03% | −49−8.2% | Reduced |
| Equitable Holdings, Inc. | 547 | $256.7K | 0.00% | +36+7.0% | Added |
| Crestmont Private Wealth LLC | 536 | $251.5K | 0.15% | +54+11.2% | Added |
| Sigma Planning Corp | 534 | $251.0K | 0.01% | −627−54.0% | Reduced |
| Horizon Investments, LLC | 534 | $250.0K | 0.01% | −181−25.3% | Reduced |
| Chilton Investment Co LLC | 530 | $248.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 526 | $246.8K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 526 | $246.7K | 0.02% | −27−4.9% | Reduced |
| Martin Investment Management, LLC | 523 | $245.4K | 0.07% | −16,468−96.9% | Reduced |
| Fishman Jay A Ltd | 520 | $244.0K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 517 | $242.6K | 0.01% | +72+16.2% | Added |
| Forum Financial Management, LP | 514 | $241.2K | 0.01% | +2+0.4% | Added |
| Machina Capital S.A.S. | 513 | $240.7K | 0.14% | −161−23.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 513 | $240.7K | 0.00% | +513 | New |
| Shelton Capital Management | 510 | $239.3K | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 504 | $236.5K | 0.00% | +504 | New |
| Northwestern Mutual Wealth Management Co | 495 | $232.3K | 0.00% | +139+39.0% | Added |
| Conning Inc. | 490 | $230.0K | 0.01% | −65−11.7% | Reduced |
| Qtron Investments LLC | 487 | $228.5K | 0.04% | −780−61.6% | Reduced |
| Segall Bryant & Hamill, LLC | 482 | $226.2K | 0.00% | −397−45.2% | Reduced |
| Catalyst Capital Advisors LLC | 480 | $225.3K | 0.01% | +330+220.0% | Added |
| Independent Advisor Alliance | 478 | $224.3K | 0.01% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 485 | $224.1K | 0.21% | −32−6.2% | Reduced |
| Thoroughbred Financial Services, LLC | 468 | $219.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 455 | $215.4K | 0.01% | −6,265−93.2% | Reduced |
| Capital Advisors, Ltd. LLC | 458 | $215.0K | 0.03% | +19+4.3% | Added |
| TRUE Private Wealth Advisors | 456 | $214.0K | 0.03% | +456 | New |
| WealthBridge Capital Management, LLC | 456 | $214.0K | 0.09% | −17−3.6% | Reduced |
| Ancora Advisors, LLC | 444 | $208.4K | 0.01% | −120−21.3% | Reduced |
| Comerica Securities,inc. | 441 | $207.0K | 0.01% | −76−14.7% | Reduced |
| Renasant Bank | 440 | $206.5K | 0.17% | −40−8.3% | Reduced |
| EP Wealth Advisors, LLC | 25,828 | $205.1K | 0.00% | +16,118+166.0% | Added |
| Picton Mahoney Asset Management | 437 | $205.0K | 0.01% | −34,415−98.7% | Reduced |
| MJP Associates Inc | 436 | $204.7K | 0.07% | +436 | New |
| Valeo Financial Advisors, LLC | 435 | $204.1K | 0.01% | −108−19.9% | Reduced |
| La Banque Postale Asset Management SA | 429 | $201.3K | 0.00% | −13,313−96.9% | Reduced |
| PDS Planning, Inc | 429 | $201.3K | 0.03% | +32+8.1% | Added |
| Smithfield Trust Co | 417 | $195.0K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 414 | $194.3K | 0.00% | −13,662−97.1% | Reduced |
| EverSource Wealth Advisors, LLC | 413 | $193.7K | 0.02% | +7+1.7% | Added |
| Sunbelt Securities, Inc. | 393 | $184.4K | 0.03% | +10+2.6% | Added |
| Global Retirement Partners, LLC | 360 | $168.9K | 0.01% | −1−0.3% | Reduced |
| Magellan Asset Management Ltd | 334 | $156.7K | 0.00% | +10+3.1% | Added |
| Whittier Trust Co | 306 | $143.6K | 0.00% | −278−47.6% | Reduced |
| TD Waterhouse Canada Inc. | 274 | $143.1K | 0.00% | −61−18.2% | Reduced |
| HWG Holdings LP | 288 | $135.2K | 0.06% | +231+405.3% | Added |
| JCIC Asset Management Inc. | 280 | $131.4K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 277 | $130.0K | 0.00% | +162+140.9% | Added |
| Federation des caisses Desjardins du Quebec | 254 | $119.2K | 0.00% | −32−11.2% | Reduced |
| KB Financial Partners, LLC | 253 | $119.0K | 0.03% | +19+8.1% | Added |
| Godsey & Gibb Associates | 250 | $117.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $115.0K | 0.05% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $115.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 237 | $111.2K | 0.00% | +236+23,600.0% | Added |
| CVA Family Office, LLC | 232 | $108.9K | 0.02% | −14−5.7% | Reduced |
| West Tower Group, LLC | 230 | $107.9K | 0.08% | +230 | New |
| Allworth Financial LP | 225 | $105.7K | 0.00% | −13−5.5% | Reduced |
| Goldstream Capital Management Ltd | 211 | $99.0K | 0.07% | +211 | New |
| Harbour Investments, Inc. | 209 | $98.1K | 0.00% | +2+1.0% | Added |
| Spire Wealth Management | 202 | $94.8K | 0.00% | −70−25.7% | Reduced |
| Alta Advisers Ltd | 200 | $93.9K | 0.05% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 190 | $89.7K | 0.00% | −2−1.0% | Reduced |
| Massmutual Trust Co FSB | 181 | $84.9K | 0.00% | +26+16.8% | Added |
| Lindbrook Capital, LLC | 180 | $84.5K | 0.01% | −27−13.0% | Reduced |
| Proequities, Inc. | 163 | $76.5K | 0.01% | −4,021−96.1% | Reduced |
| IFP Advisors, Inc | 459 | $75.0K | 0.00% | −59−11.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 155 | $72.7K | 0.00% | −72−31.7% | Reduced |
| Acima Private Wealth, LLC | 153 | $71.8K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 136 | $63.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 136 | $63.7K | 0.01% | −2−1.4% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 134 | $63.0K | 0.05% | −42−23.9% | Reduced |
| Riverview Trust Co | 133 | $62.4K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 132 | $61.9K | 0.01% | +17+14.8% | Added |
| Farther Finance Advisors, LLC | 127 | $59.6K | 0.01% | −67−34.5% | Reduced |