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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.

Q3 2023 vs. Q2 2023

How the institutions holding MSCI Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of MSCI: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders8147832+25
Shares71.2M90.7K71.4M+300.5K (+0.4%)
Value$33.4B$42.6M$36.7B+$3.28B (+9.8%)

7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (98)

Institutions that held MSCI Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to MSCI in Q3 2023
InstitutionSharesValue% of portfolio
Edgewood Management LLC1,232,721$632.5M2.07%
Polen Capital Management LLC139,245$71.4M0.19%
Pictet Asset Management Holding SA91,675$47.0M0.06%
Comerica Bank25,645$13.2M0.07%
TCW Group Inc18,886$9.69M0.12%
Cambridge Financial Group, Inc.12,985$6.66M3.63%
Vident Advisory, LLC8,570$4.40M0.14%
Envestnet Portfolio Solutions, Inc.7,383$3.79M0.02%
Advisors Capital Management, LLC7,342$3.77M0.10%
Sustainable Insight Capital Management, LLC5,666$2.91M2.85%
First Foundation Advisors4,778$2.45M0.11%
QRG Capital Management, Inc.3,758$1.93M0.03%
Garrison Asset Management, LLC3,474$1.78M1.09%
Wealth Enhancement Advisory Services, LLC3,325$1.71M0.01%
Park Avenue Securities LLC3,252$1.67M0.03%
Pinebridge Investments, L.P.2,168$1.11M0.01%
Stevens Capital Management LP1,877$963.0K0.28%
Kingswood Wealth Advisors, LLC1,814$930.7K0.16%
Pearl River Capital, LLC1,805$926.1K0.15%
Linden Thomas Advisory Services, LLC1,621$831.7K0.19%
Dantai Capital Ltd1,500$769.6K1.65%
Parallax Volatility Advisers, L.P.1,450$744.0K0.03%
Verdence Capital Advisors LLC1,330$682.6K0.07%
LVW Advisors, LLC1,253$642.9K0.14%
Quantitative Investment Management, LLC1,223$627.0K0.10%
GTS Securities LLC1,222$627.0K0.01%
Oppenheimer & Co Inc1,156$593.1K0.01%
Emerald Advisers, LLC1,088$558.2K0.03%
Inceptionr LLC1,055$541.3K0.31%
Cipher Capital LP1,021$523.9K0.37%
NEOS Investment Management LLC990$507.9K0.06%
Aigen Investment Management, LP925$474.6K0.09%
T. Rowe Price Investment Management, Inc.903$464.0K0.00%
VitalStone Financial, LLC848$436.0K0.37%
Principal Street Partners, LLC846$434.1K0.09%
Schechter Investment Advisors, LLC845$433.6K0.04%
Burney Co834$427.9K0.02%
Steel Peak Wealth Management LLC800$410.5K0.03%
AdvisorShares Investments LLC791$405.8K0.11%
Geller Advisors LLC790$405.3K0.05%
Procyon Private Wealth Partners, LLC778$399.2K0.04%
Menard Financial Group LLC760$390.0K0.56%
WBI Investments737$378.1K0.08%
Connecticut Wealth Management, LLC689$353.5K0.02%
Cornerstone Wealth Management, LLC687$352.0K0.03%
D.A. Davidson & Co.614$315.0K0.00%
Braun-Bostich & Associates Inc.602$308.9K0.58%
Gilbert & Cook, Inc.571$293.0K0.05%
Simon Quick Advisors, LLC536$275.1K0.03%
Sage Mountain Advisors LLC522$267.8K0.04%
Personal Cfo Solutions, LLC515$264.3K0.05%
Syon Capital LLC508$260.6K0.03%
BluePath Capital Management, LLC499$256.1K0.24%
Stephens Inc496$254.5K0.00%
Insigneo Advisory Services, LLC480$246.3K0.05%
Wealthspire Advisors, LLC472$242.2K0.00%
Baader Bank INC504$230.4K0.02%
Summit Trail Advisors, LLC446$228.8K0.01%
Values First Advisors, Inc.433$221.9K0.14%
Robertson Stephens Wealth Management, LLC429$220.1K0.01%
Dorsey & Whitney Trust CO LLC425$218.1K0.02%
Sound View Wealth Advisors Group, LLC424$217.5K0.03%
Tocqueville Asset Management L.P.415$212.9K0.00%
Wrapmanager Inc409$209.8K0.07%
Kathmere Capital Management, LLC403$206.8K0.03%
Blue Edge Capital, LLC400$205.2K0.04%
Mayflower Financial Advisors, LLC400$205.2K0.03%
V-Square Quantitative Management LLC400$205.2K0.09%
Waldron Private Wealth LLC398$204.2K0.01%
Scholtz & Company, LLC398$204.0K0.13%
Gryphon Financial Partners LLC394$202.2K0.05%
Choate Investment Advisors392$201.1K0.01%
Montag A & Associates Inc159$81.6K0.01%
Annis Gardner Whiting Capital Advisors, LLC100$51.3K0.03%
E Fund Management (Hong Kong) Co., Ltd.97$50.0K0.03%
Arlington Trust Co LLC88$45.2K0.02%
Headinvest, LLC60$30.4K0.01%
Optiver Holding B.V.50$25.7K0.00%
Quarry LP45$23.1K0.01%
NBC Securities, Inc.44$22.0K0.00%
SRS Capital Advisors, Inc.41$21.0K0.00%
Householder Group Estate & Retirement Specialist, LLC41$21.0K0.01%
Carmel Capital Partners, LLC31$15.9K0.01%
LGT Financial Advisors LLC25$12.8K0.02%
Hanson & Doremus Investment Management20$10.0K0.00%
GHP Investment Advisors, Inc.19$9.70K0.00%
Atlantic Trust, LLC14$7.18K0.00%
Flaharty Asset Management, LLC11$5.65K0.00%
Mascoma Wealth Management LLC11$5.64K0.00%
Perkins Coie Trust Co9$4.62K0.00%
HM Payson & Co6$3.08K0.00%
St Germain D J Co Inc6$3.08K0.00%
Macroview Investment Management LLC3$1.54K0.00%
Bellevue Asset Management, LLC3$1.54K0.00%
PEAK6 Investments LLC2$1.05K0.00%
Geneos Wealth Management Inc.2$1.03K0.00%
ClariVest Asset Management LLC1$1.00K0.00%
TFC Financial Management1$5140.00%

Sold out (73)

Institutions that held MSCI Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of MSCI in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Canoe Financial LP159,593$74.9M
Twinbeech Capital LP113,306$53.2M
Quadrature Capital Ltd41,044$19.3M
Cinctive Capital Management LP38,787$18.2M
Aquatic Capital Management LLC28,800$13.5M
Tudor Investment Corp Et Al27,673$13.0M
Holocene Advisors, LP21,693$10.2M
Alyeska Investment Group, L.P.19,794$9.29M
Schonfeld Strategic Advisors LLC17,613$8.27M
Forge First Asset Management Inc.12,990$6.10M
Vident Investment Advisory, LLC8,524$4.00M
Virtu Financial LLC8,499$3.99M
Prana Capital Management, LP7,759$3.64M
Teza Capital Management LLC3,962$1.86M
Trexquant Investment LP3,836$1.80M
Qsemble Capital Management, LP3,550$1.67M
Oak Thistle LLC3,151$1.48M
Two Sigma Securities, LLC3,026$1.42M
Bridgeway Capital Management, LLC2,823$1.32M
Neo Ivy Capital Management2,580$1.21M
Dynamic Technology Lab Private Ltd2,553$1.20M
Campbell & CO Investment Adviser LLC2,519$1.18M
Jefferies Financial Group Inc.2,500$1.17M
Triasima Portfolio Management inc.1,711$1.06M
Keystone Investors Pte Ltd2,100$985.5K
Veritable, L.P.1,899$891.2K
Algert Global LLC1,850$868.2K
Quantamental Technologies LLC1,800$844.7K
Aspen Grove Capital, LLC1,571$737.3K
HighVista Strategies LLC1,448$679.5K
Nebula Research & Development LLC1,337$627.4K
Blueshift Asset Management, LLC1,118$524.7K
Telemus Capital, LLC1,084$508.7K
Capula Management Ltd1,080$506.8K
Boothbay Fund Management, LLC941$441.6K
Donoghue Forlines LLC909$426.6K
Bayesian Capital Management, LP900$422.4K
Boulder Hill Capital Management LP900$422.4K
BI Asset Management Fondsmaeglerselskab A/S894$420.0K
Brookfield Asset Management Inc.852$399.8K
CM Wealth Advisors LLC681$374.7K
World Equity Group, Inc.755$354.3K
InterOcean Capital Group, LLC751$352.4K
Headlands Technologies LLC734$344.5K
MQS Management LLC718$336.9K
Axq Capital, LP700$328.5K
Versor Investments LP609$285.8K
Empirical Asset Management, LLC593$278.5K
Baker Tilly Wealth Management, LLC572$268.4K
Avory & Company, LLC569$267.1K
Equitable Holdings, Inc.547$256.7K
Martin Investment Management, LLC523$245.4K
Qtron Investments LLC487$228.5K
Segall Bryant & Hamill, LLC482$226.2K
Thoroughbred Financial Services, LLC468$219.0K
Comerica Securities,inc.441$207.0K
CVA Family Office, LLC232$108.9K
Clear Street Markets LLC106$50.0K
Ridgewood Investments LLC82$38.5K
First Manhattan Co21$9.86K
Halpern Financial, Inc.21$9.86K
FinTrust Capital Advisors, LLC16$7.44K
Baystate Wealth Management LLC13$6.12K
Heritage Wealth Advisors11$5.16K
Bollard Group LLC10$5.00K
Estabrook Capital Management5$2.35K
WealthPLAN Partners, LLC5$2.35K
Disciplined Investments, LLC5$2.35K
1832 Asset Management L.P.4$1.88K
Benjamin F. Edwards & Company, Inc.2$1.00K
Safeguard Financial, LLC2$1.00K
Fiduciary Alliance LLC2$939
Motco1$469

Not filed for Q3 2023 yet (7)

Institutions that held MSCI Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSCI in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA84,706$39.8M
Efg Capital International Corp.3,832$1.80M
Clarus Wealth Advisors1,502$708.7K
EA Series Trust650$305.0K
BDO Wealth Advisors, LLC7$3.30K
First Capital Advisors Group, LLC.7$3.29K
BerganKDV Wealth Management, LLC2$939