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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
Global Financial Private Client, LLC117$55.3K0.03%+115+5,750.0%Added
Umb Bank N A111$52.1K0.00%00.0%Unchanged
Grove Bank & Trust111$52.1K0.01%−8−6.7%Reduced
Clear Street Markets LLC106$50.0K0.02%−52−32.9%Reduced
Hantz Financial Services, Inc.107$50.0K0.00%−34−24.1%Reduced
Barrett & Company, Inc.106$49.7K0.03%00.0%Unchanged
Resurgent Financial Advisors LLC105$49.3K0.03%−1−0.9%Reduced
Private Trust Co NA104$48.8K0.01%+14+15.6%Added
Livforsakringsbolaget Skandia, Omsesidigt100$46.9K0.00%00.0%Unchanged
Kelly Financial Services LLC99$46.4K0.02%+34+52.3%Added
MV Capital Management, Inc.92$43.2K0.01%−5−5.2%Reduced
Washington Trust Advisors, Inc.91$42.7K0.00%00.0%Unchanged
Arlington Partners LLC88$41.3K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC87$40.9K0.01%−19−17.9%Reduced
Clearstead Advisors, LLC85$39.9K0.00%00.0%Unchanged
Ridgewood Investments LLC82$38.5K0.02%00.0%Unchanged
Quent Capital, LLC81$38.1K0.01%+5+6.6%Added
Exchange Traded Concepts, LLC76$35.7K0.00%+46+153.3%Added
Farmers & Merchants Investments Inc61$28.6K0.00%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd7,157$26.3K0.78%−7,157−50.0%Reduced
AdvisorNet Financial, Inc56$26.3K0.00%−27−32.5%Reduced
Osterweis Capital Management Inc52$24.4K0.00%00.0%Unchanged
Oakworth Capital, Inc.48$22.5K0.00%+48New
Toth Financial Advisory Corp47$22.1K0.00%−8−14.5%Reduced
Princeton Global Asset Management LLC46$21.6K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.39$21.0K0.00%+5+14.7%Added
Washington Trust Co43$20.2K0.00%00.0%Unchanged
Bell Investment Advisors, Inc41$19.2K0.00%−5−10.9%Reduced
Covestor Ltd37$18.0K0.01%−49−57.0%Reduced
Cambridge Trust Co37$17.4K0.00%−3−7.5%Reduced
Earnest Partners LLC37$17.4K0.00%00.0%Unchanged
Trust Co of Vermont37$17.4K0.00%+10+37.0%Added
Sofos Investments, Inc.469$17.3K0.08%−91−16.3%Reduced
Steward Financial Group LLC33$15.0K0.00%−4−10.8%Reduced
GPS Wealth Strategies Group, LLC31$14.4K0.00%00.0%Unchanged
Financial Management Professionals, Inc.30$14.0K0.00%−1−3.2%Reduced
Tradition Wealth Management, LLC28$13.0K0.00%00.0%Unchanged
Core Alternative Capital27$12.7K0.00%+4+17.4%Added
Valley National Advisers Inc24$12.0K0.00%−26−52.0%Reduced
Marquette Asset Management, LLC24$11.3K0.00%+24New
Asset Dedication, LLC24$11.0K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP23$10.8K0.00%−1,134−98.0%Reduced
Larson Financial Group LLC22$10.3K0.00%00.0%Unchanged
GW&K Investment Management, LLC21$10.0K0.00%+18+600.0%Added
First Manhattan Co21$9.86K0.00%−3,005−99.3%Reduced
Halpern Financial, Inc.21$9.86K0.00%+21New
Carmichael Hill & Associates, Inc.19$8.92K0.00%−4−17.4%Reduced
Venturi Wealth Management, LLC19$8.92K0.00%+2+11.8%Added
Tucker Asset Management LLC17$7.98K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC17$7.98K0.00%+3+21.4%Added
FinTrust Capital Advisors, LLC16$7.44K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.15$7.04K0.00%00.0%Unchanged
Baystate Wealth Management LLC13$6.12K0.00%00.0%Unchanged
Key Financial Inc13$6.10K0.00%+8+160.0%Added
Sutton Wealth Advisors Inc.12$5.63K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC12$5.63K0.00%+12New
Abound Wealth Management11$5.17K0.00%00.0%Unchanged
Lee Financial Co11$5.16K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC11$5.16K0.00%+2+22.2%Added
Versant Capital Management, Inc11$5.16K0.00%−9−45.0%Reduced
Delta Asset Management LLC11$5.16K0.00%00.0%Unchanged
Heritage Wealth Advisors11$5.16K0.00%00.0%Unchanged
Eukles Asset Management11$5.16K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC11$5.16K0.00%00.0%Unchanged
Bollard Group LLC10$5.00K0.00%+10New
Eagle Bay Advisors LLC10$4.69K0.00%00.0%Unchanged
Rational Advisors LLC10$4.69K0.00%+10New
Independence Bank of Kentucky10$4.69K0.00%+10New
Albion Financial Group9$4.22K0.00%00.0%Unchanged
Manchester Capital Management LLC8$3.75K0.00%−45−84.9%Reduced
Davidson Capital Management Inc.8$3.75K0.00%+1+14.3%Added
BDO Wealth Advisors, LLC7$3.30K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC7$3.29K0.00%−2−22.2%Reduced
SJS Investment Consulting Inc.7$3.29K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$3.29K0.00%00.0%Unchanged
Red Tortoise LLC7$3.29K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.7$3.29K0.00%+7New
Harvest Fund Management Co., Ltd7$3.00K0.00%−567−98.8%Reduced
Pin Oak Investment Advisors Inc7$3.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$2.82K0.00%00.0%Unchanged
RFP Financial Group LLC6$2.82K0.00%00.0%Unchanged
JNBA Financial Advisors6$2.82K0.00%+6New
Beacon Capital Management, LLC6$2.82K0.00%+6New
Jackson, Grant Investment Advisers, Inc.5$2.35K0.00%−94−94.9%Reduced
American National Bank5$2.35K0.00%−9−64.3%Reduced
Disciplined Investments, LLC5$2.35K0.00%−1−16.7%Reduced
Estabrook Capital Management5$2.35K0.00%00.0%Unchanged
WealthPLAN Partners, LLC5$2.35K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.35K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)4$2.00K0.00%+4New
Rosenberg Matthew Hamilton4$1.88K0.00%−100−96.2%Reduced
1832 Asset Management L.P.4$1.88K0.00%+4New
MCF Advisors LLC3$1.41K0.00%00.0%Unchanged
DecisionPoint Financial, LLC3$1.41K0.00%00.0%Unchanged
HighMark Wealth Management LLC3$1.41K0.00%00.0%Unchanged
Highline Wealth Partners LLC3$1.41K0.00%00.0%Unchanged
Gradient Investments LLC3$1.41K0.00%+3New
Cornerstone Planning Group LLC3$1.41K0.00%+3New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.41K0.00%00.0%Unchanged