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, Q3 2023
Institutional positions in MSCI Inc. as of Sep 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
- 832
- +25 vs. Q2 2023
- Shares held
- 71.4M
- +300.5K (+0.4%) vs. Q2 2023
- Total value
- $36.7B
- +$3.28B (+9.8%) vs. Q2 2023
- New holders
- 98
- 304 more added
- Sold out
- 73
- 315 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,597,416 | $4.41B | 0.11% | −114,028−1.3% | Reduced |
| BlackRock Inc. | 6,769,246 | $3.47B | 0.10% | +194,283+3.0% | Added |
| State Street Corp | 3,151,623 | $1.62B | 0.09% | −76,350−2.4% | Reduced |
| Massachusetts Financial Services Co | 2,477,563 | $1.27B | 0.45% | −178,221−6.7% | Reduced |
| Alliancebernstein L.P. | 2,362,933 | $1.21B | 0.52% | −183,377−7.2% | Reduced |
| Bamco Inc | 2,260,105 | $1.16B | 3.37% | +15,184+0.7% | Added |
| Capital Research Global Investors | 2,181,522 | $1.12B | 0.31% | +138,713+6.8% | Added |
| FMR LLC | 1,893,728 | $971.6M | 0.08% | +30,528+1.6% | Added |
| Geode Capital Management, LLC | 1,694,767 | $868.0M | 0.10% | +10,577+0.6% | Added |
| Capital International Investors | 1,574,107 | $807.9M | 0.20% | +3,770+0.2% | Added |
| Wellington Management Group LLP | 1,460,634 | $749.4M | 0.15% | +179,508+14.0% | Added |
| Fiera Capital Corp | 1,430,533 | $734.0M | 2.35% | −139,754−8.9% | Reduced |
| Sustainable Growth Advisers, LP | 1,331,063 | $682.9M | 3.47% | −59,576−4.3% | Reduced |
| Edgewood Management LLC | 1,232,721 | $632.5M | 2.07% | +1,232,721 | New |
| Brown Advisory Inc | 994,527 | $510.3M | 0.84% | −26,362−2.6% | Reduced |
| American Century Companies Inc | 959,894 | $492.5M | 0.38% | +235,290+32.5% | Added |
| Norges Bank | 866,261 | $444.5M | 0.09% | −33,406−3.7% | Reduced |
| JPMorgan Chase & Co | 793,234 | $407.0M | 0.05% | −4,786−0.6% | Reduced |
| Morgan Stanley | 767,297 | $393.7M | 0.04% | +7,183+0.9% | Added |
| Principal Financial Group Inc | 762,080 | $391.0M | 0.28% | +284,513+59.6% | Added |
| Bank of America Corp | 755,366 | $387.6M | 0.05% | +21,940+3.0% | Added |
| Northern Trust Corp | 702,957 | $360.7M | 0.07% | +18,877+2.8% | Added |
| Amundi | 638,655 | $326.1M | 0.16% | −113,607−15.1% | Reduced |
| Franklin Resources Inc | 630,439 | $323.5M | 0.16% | −96,445−13.3% | Reduced |
| Capital World Investors | 585,038 | $300.2M | 0.06% | +1330.0% | Added |
| Durable Capital Partners LP | 583,438 | $299.4M | 2.74% | −95,118−14.0% | Reduced |
| Goldman Sachs Group Inc | 580,995 | $298.1M | 0.08% | +4,857+0.8% | Added |
| Bank of New York Mellon Corp | 562,537 | $288.6M | 0.06% | −52,438−8.5% | Reduced |
| Price T Rowe Associates Inc | 538,241 | $276.2M | 0.04% | −200,622−27.2% | Reduced |
| Legal & General Group Plc | 536,403 | $275.2M | 0.10% | −30,181−5.3% | Reduced |
| Ameriprise Financial Inc | 521,771 | $267.7M | 0.09% | −90,132−14.7% | Reduced |
| Invesco Ltd. | 483,158 | $247.9M | 0.07% | −13,713−2.8% | Reduced |
| Winslow Capital Management, LLC | 482,899 | $247.8M | 1.18% | −10,392−2.1% | Reduced |
| StonePine Asset Management Inc. | 469,660 | $241.0M | 3.48% | +337,028+254.1% | Added |
| Charles Schwab Investment Management Inc | 438,216 | $224.8M | 0.06% | −1,105−0.3% | Reduced |
| Alphinity Investment Management Pty Ltd | 430,676 | $221.0M | 3.54% | +12,495+3.0% | Added |
| Neuberger Berman Group LLC | 392,739 | $201.5M | 0.18% | −1,631−0.4% | Reduced |
| UBS Asset Management Americas Inc | 346,027 | $177.5M | 0.08% | +45,526+15.2% | Added |
| Artisan Partners Limited Partnership | 340,926 | $174.9M | 0.30% | −15,896−4.5% | Reduced |
| Barclays PLC | 338,431 | $173.6M | 0.11% | +92,008+37.3% | Added |
| Deutsche Bank AG | 335,526 | $172.2M | 0.11% | +58,821+21.3% | Added |
| Putnam Investments LLC | 315,655 | $162.0M | 0.25% | +3,384+1.1% | Added |
| Eagle Asset Management Inc | 289,563 | $148.6M | 0.88% | −430.0% | Reduced |
| Schroder Investment Management Group | 278,106 | $142.7M | 0.21% | +25,870+10.3% | Added |
| Ownership Capital B.V. | 276,278 | $141.8M | 3.55% | +162+0.1% | Added |
| Nuveen Asset Management, LLC | 268,640 | $137.8M | 0.05% | +21,501+8.7% | Added |
| Temasek Holdings (Private) Ltd | 266,857 | $136.9M | 0.81% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 254,132 | $130.4M | 0.67% | −4,663−1.8% | Reduced |
| Baird Financial Group, Inc. | 253,430 | $130.0M | 0.35% | +55,637+28.1% | Added |
| Los Angeles Capital Management LLC | 244,267 | $125.3M | 0.53% | +201,317+468.7% | Added |
| Allianz Asset Management GmbH | 242,716 | $124.5M | 0.25% | +9,565+4.1% | Added |
| Dimensional Fund Advisors LP | 231,980 | $119.0M | 0.04% | −53,095−18.6% | Reduced |
| Two Sigma Advisers, LP | 217,000 | $111.3M | 0.29% | −47,500−18.0% | Reduced |
| Flossbach Von Storch AG | 215,221 | $110.4M | 0.49% | −12,650−5.6% | Reduced |
| AustralianSuper Pty Ltd | 214,252 | $109.9M | 0.71% | +405+0.2% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 209,869 | $107.7M | 0.49% | −1,448−0.7% | Reduced |
| Victory Capital Management Inc | 206,033 | $105.7M | 0.12% | +14,729+7.7% | Added |
| Envestnet Asset Management Inc | 203,156 | $104.2M | 0.05% | +61,313+43.2% | Added |
| Royal Bank of Canada | 200,899 | $103.1M | 0.03% | −3,910−1.9% | Reduced |
| APG Asset Management N.V. | 198,361 | $101.8M | 0.21% | +11,075+5.9% | Added |
| SEI Investments Co | 194,932 | $100.0M | 0.18% | +649+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 188,909 | $96.9M | 0.08% | −5,473−2.8% | Reduced |
| Nordea Investment Management AB | 183,346 | $96.3M | 0.13% | −20,459−10.0% | Reduced |
| Prudential Financial Inc | 184,506 | $94.7M | 0.15% | +111,371+152.3% | Added |
| Janus Henderson Group PLC | 184,355 | $94.6M | 0.06% | −14,727−7.4% | Reduced |
| Fisher Asset Management, LLC | 182,338 | $93.6M | 0.05% | −20,929−10.3% | Reduced |
| Russell Investments Group, Ltd. | 178,043 | $91.5M | 0.18% | −11,466−6.1% | Reduced |
| Federated Hermes, Inc. | 171,287 | $87.9M | 0.23% | −33,119−16.2% | Reduced |
| Axiom Investors LLC | 167,683 | $86.0M | 1.24% | −122,069−42.1% | Reduced |
| Nomura Asset Management Co Ltd | 162,727 | $83.5M | 0.39% | −29,742−15.5% | Reduced |
| Westfield Capital Management Co LP | 160,679 | $82.4M | 0.56% | −38,035−19.1% | Reduced |
| Rhumbline Advisers | 157,242 | $80.7M | 0.09% | −1,533−1.0% | Reduced |
| Bristol Gate Capital Partners Inc. | 157,162 | $80.6M | 4.49% | −4,886−3.0% | Reduced |
| AXA S.A. | 156,839 | $80.5M | 0.28% | −2,385−1.5% | Reduced |
| Swedbank AB | 152,834 | $78.4M | 0.14% | −694−0.5% | Reduced |
| National Pension Service | 150,737 | $77.8M | 0.12% | +979+0.7% | Added |
| California Public Employees Retirement System | 148,054 | $76.0M | 0.07% | −1,272−0.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 145,646 | $74.7M | 0.30% | −1,375−0.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 142,850 | $73.3M | 0.88% | 00.0% | Unchanged |
| Polen Capital Management LLC | 139,245 | $71.4M | 0.19% | +139,245 | New |
| Panagora Asset Management Inc | 135,201 | $69.4M | 0.43% | +31,598+30.5% | Added |
| Assenagon Asset Management S.A. | 132,038 | $67.7M | 0.24% | +50,817+62.6% | Added |
| Millennium Management LLC | 132,035 | $67.7M | 0.07% | −35,144−21.0% | Reduced |
| Qube Research & Technologies Ltd | 126,892 | $65.1M | 0.19% | −154,040−54.8% | Reduced |
| State of Michigan Retirement System | 126,102 | $64.7M | 0.42% | −300−0.2% | Reduced |
| HSBC Holdings PLC | 125,037 | $64.3M | 0.07% | −42,563−25.4% | Reduced |
| California State Teachers Retirement System | 123,311 | $63.3M | 0.10% | −5,494−4.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 121,609 | $62.4M | 0.17% | +6,899+6.0% | Added |
| GFI Investment Counsel Ltd. | 118,629 | $60.9M | 9.29% | −807−0.7% | Reduced |
| UBS Group AG | 118,139 | $60.6M | 0.03% | −45,809−27.9% | Reduced |
| HighTower Advisors, LLC | 116,114 | $59.7M | 0.11% | +8,777+8.2% | Added |
| Capital Group Private Client Services, Inc. | 110,415 | $56.7M | 0.69% | −1,374−1.2% | Reduced |
| Frontier Capital Management Co LLC | 110,322 | $56.6M | 0.62% | −19,466−15.0% | Reduced |
| Korea Investment CORP | 107,053 | $54.9M | 0.16% | −5,076−4.5% | Reduced |
| NFJ Investment Group, LLC | 100,938 | $51.8M | 1.51% | −39,573−28.2% | Reduced |
| Wells Fargo & Company | 97,107 | $49.8M | 0.02% | +9,731+11.1% | Added |
| Ycg, LLC | 95,812 | $49.2M | 4.54% | +73+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 95,158 | $48.8M | 0.06% | −44,539−31.9% | Reduced |
| KBC Group NV | 95,108 | $48.8M | 0.20% | −6,982−6.8% | Reduced |
| Credit Suisse AG | 94,199 | $48.3M | 0.05% | +9,357+11.0% | Added |