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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, 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.

Institutional holdersQ3 2023: 832 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 heldQ3 2023: $36.7B
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, Q3 2023

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2023.

Institutions holding MSCI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
North Star Investment Management Corp.1$5130.00%00.0%Unchanged
Colonial Trust Advisors1$5130.00%00.0%Unchanged
Wolff Wiese Magana LLC1$5140.00%00.0%Unchanged
TFC Financial Management1$5140.00%+1New
Delos Wealth Advisors, LLC1$5440.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC1$1.00K0.00%+1New
Bangor Savings Bank2$1.03K0.00%00.0%Unchanged
Archer Investment Corp2$1.03K0.00%00.0%Unchanged
Geneos Wealth Management Inc.2$1.03K0.00%+2New
PEAK6 Investments LLC2$1.05K0.00%+2New
Sofos Investments, Inc.2$1.16K0.00%−467−99.6%Reduced
Gradient Investments LLC3$1.54K0.00%00.0%Unchanged
HighMark Wealth Management LLC3$1.54K0.00%00.0%Unchanged
Cornerstone Planning Group LLC3$1.54K0.00%00.0%Unchanged
Highline Wealth Partners LLC3$1.54K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.54K0.00%00.0%Unchanged
Bellevue Asset Management, LLC3$1.54K0.00%+3New
DecisionPoint Financial, LLC3$1.54K0.00%00.0%Unchanged
Macroview Investment Management LLC3$1.54K0.00%+3New
Psagot Value Holdings Ltd. / (Israel)4$2.00K0.00%00.0%Unchanged
Avion Wealth4$2.00K0.00%+2+100.0%Added
Silver Oak Securities, Inc4$2.05K0.00%−607−99.3%Reduced
Rosenberg Matthew Hamilton4$2.05K0.00%00.0%Unchanged
American National Bank5$2.56K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.5$2.56K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.56K0.00%00.0%Unchanged
Beacon Capital Management, LLC6$2.82K0.00%00.0%Unchanged
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
RFP Financial Group LLC6$3.08K0.00%00.0%Unchanged
St Germain D J Co Inc6$3.08K0.00%+6New
JNBA Financial Advisors6$3.08K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$3.08K0.00%00.0%Unchanged
HM Payson & Co6$3.08K0.00%+6New
Moisand Fitzgerald Tamayo, LLC7$3.59K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$3.59K0.00%00.0%Unchanged
Red Tortoise LLC7$3.59K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$3.59K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc7$4.00K0.00%00.0%Unchanged
Manchester Capital Management LLC8$4.11K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC9$4.62K0.00%−2−18.2%Reduced
Perkins Coie Trust Co9$4.62K0.00%+9New
Albion Financial Group9$4.62K0.00%00.0%Unchanged
Rational Advisors LLC10$4.69K0.00%00.0%Unchanged
Independence Bank of Kentucky10$5.13K0.00%00.0%Unchanged
Lee Financial Co11$5.64K0.00%00.0%Unchanged
Delta Asset Management LLC11$5.64K0.00%00.0%Unchanged
Eukles Asset Management11$5.64K0.00%00.0%Unchanged
Versant Capital Management, Inc11$5.64K0.00%00.0%Unchanged
Mascoma Wealth Management LLC11$5.64K0.00%+11New
Flaharty Asset Management, LLC11$5.65K0.00%+11New
Stonebridge Capital Advisors LLC12$6.16K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC12$6.16K0.00%+1+9.1%Added
Davidson Capital Management Inc.12$6.16K0.00%+4+50.0%Added
Abound Wealth Management12$6.16K0.00%+1+9.1%Added
Key Financial Inc13$6.67K0.00%00.0%Unchanged
Atlantic Trust, LLC14$7.18K0.00%+14New
Stuart Chaussee & Associates, Inc.15$7.70K0.00%00.0%Unchanged
Eagle Bay Advisors LLC15$7.70K0.00%+5+50.0%Added
Marquette Asset Management, LLC16$8.21K0.00%−8−33.3%Reduced
Harbor Investment Advisory, LLC17$8.72K0.00%00.0%Unchanged
Tucker Asset Management LLC17$8.72K0.00%00.0%Unchanged
MCF Advisors LLC18$9.24K0.00%+15+500.0%Added
GHP Investment Advisors, Inc.19$9.70K0.00%+19New
Carmichael Hill & Associates, Inc.19$9.75K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.19$9.75K0.00%+7+58.3%Added
Hanson & Doremus Investment Management20$10.0K0.00%+20New
Oakworth Capital, Inc.20$10.3K0.00%−28−58.3%Reduced
AdvisorNet Financial, Inc21$10.8K0.00%−35−62.5%Reduced
Baker Avenue Asset Management, LP23$11.8K0.00%00.0%Unchanged
Venturi Wealth Management, LLC23$11.8K0.00%+4+21.1%Added
GW&K Investment Management, LLC24$12.0K0.00%+3+14.3%Added
LGT Financial Advisors LLC25$12.8K0.02%+25New
Asset Dedication, LLC24$13.0K0.00%00.0%Unchanged
Core Alternative Capital27$13.9K0.00%00.0%Unchanged
Larson Financial Group LLC29$14.9K0.00%+7+31.8%Added
Financial Management Professionals, Inc.30$15.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC29$15.0K0.00%+1+3.6%Added
Valley National Advisers Inc29$15.0K0.00%+5+20.8%Added
GPS Wealth Strategies Group, LLC31$15.7K0.00%00.0%Unchanged
Carmel Capital Partners, LLC31$15.9K0.01%+31New
Steward Financial Group LLC34$17.0K0.01%+1+3.0%Added
Bell Investment Advisors, Inc36$18.5K0.00%−5−12.2%Reduced
Earnest Partners LLC37$19.0K0.00%00.0%Unchanged
Trust Co of Vermont37$19.0K0.00%00.0%Unchanged
Covestor Ltd38$20.0K0.02%+1+2.7%Added
Cambridge Trust Co40$20.5K0.00%+3+8.1%Added
Householder Group Estate & Retirement Specialist, LLC41$21.0K0.01%+41New
SRS Capital Advisors, Inc.41$21.0K0.00%+41New
NBC Securities, Inc.44$22.0K0.00%+44New
Washington Trust Co44$22.6K0.00%+1+2.3%Added
Quarry LP45$23.1K0.01%+45New
Princeton Global Asset Management LLC46$23.7K0.01%00.0%Unchanged
Optiver Holding B.V.50$25.7K0.00%+50New
Osterweis Capital Management Inc52$26.7K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.55$28.2K0.00%−100−64.5%Reduced
Taikang Asset Management (Hong Kong) Co Ltd7,157$28.8K0.84%00.0%Unchanged
ORG Partners LLC57$29.2K0.01%+56+5,600.0%Added
Headinvest, LLC60$30.4K0.01%+60New
Farmers & Merchants Investments Inc61$31.3K0.00%00.0%Unchanged