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 |
|---|---|---|---|---|---|
| West Tower Group, LLC | 63 | $32.3K | 0.02% | −167−72.6% | Reduced |
| Carolinas Wealth Consulting LLC | 72 | $34.0K | 0.01% | −15−17.2% | Reduced |
| Ronald Blue Trust, Inc. | 80 | $37.0K | 0.00% | +41+105.1% | Added |
| Washington Trust Advisors, Inc. | 78 | $40.2K | 0.00% | −13−14.3% | Reduced |
| Quent Capital, LLC | 81 | $41.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 85 | $43.6K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 88 | $45.2K | 0.03% | −17−16.2% | Reduced |
| Arlington Partners LLC | 88 | $45.2K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 88 | $45.2K | 0.02% | +88 | New |
| Private Trust Co NA | 91 | $46.7K | 0.01% | −13−12.5% | Reduced |
| MV Capital Management, Inc. | 91 | $46.7K | 0.01% | −1−1.1% | Reduced |
| Huntington National Bank | 97 | $49.8K | 0.00% | −180−65.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 97 | $50.0K | 0.03% | +97 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $51.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $51.3K | 0.03% | +100 | New |
| Hantz Financial Services, Inc. | 101 | $52.0K | 0.00% | −6−5.6% | Reduced |
| Kelly Financial Services LLC | 103 | $52.8K | 0.02% | +4+4.0% | Added |
| Barrett & Company, Inc. | 106 | $54.4K | 0.03% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 109 | $56.0K | 0.05% | −25−18.7% | Reduced |
| Umb Bank N A | 111 | $57.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 115 | $59.0K | 0.01% | +4+3.6% | Added |
| Global Financial Private Client, LLC | 117 | $59.3K | 0.03% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 125 | $64.0K | 0.00% | −312−71.4% | Reduced |
| Riverview Trust Co | 133 | $68.2K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 135 | $69.3K | 0.01% | −1−0.7% | Reduced |
| JFS Wealth Advisors, LLC | 136 | $69.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 142 | $72.9K | 0.01% | −941−86.9% | Reduced |
| Parkside Financial Bank & Trust | 147 | $75.4K | 0.02% | +15+11.4% | Added |
| Harvest Fund Management Co., Ltd | 153 | $78.0K | 0.01% | +146+2,085.7% | Added |
| Acima Private Wealth, LLC | 153 | $78.5K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 154 | $78.8K | 0.01% | +27+21.3% | Added |
| Montag A & Associates Inc | 159 | $81.6K | 0.01% | +159 | New |
| Allworth Financial LP | 177 | $91.0K | 0.00% | −48−21.3% | Reduced |
| Lindbrook Capital, LLC | 180 | $92.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 189 | $97.0K | 0.00% | −65−25.6% | Reduced |
| Alta Advisers Ltd | 200 | $102.6K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 207 | $106.2K | 0.00% | +26+14.4% | Added |
| Goldstream Capital Management Ltd | 211 | $108.3K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 211 | $108.3K | 0.00% | +9+4.5% | Added |
| Harbour Investments, Inc. | 224 | $114.9K | 0.01% | +15+7.2% | Added |
| Proequities, Inc. | 232 | $119.0K | 0.01% | +69+42.3% | Added |
| KB Financial Partners, LLC | 241 | $124.0K | 0.04% | −12−4.7% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 245 | $125.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $128.2K | 0.06% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 250 | $128.3K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 265 | $136.0K | 0.07% | −15−5.4% | Reduced |
| TD Waterhouse Canada Inc. | 248 | $137.6K | 0.00% | −26−9.5% | Reduced |
| Leonteq Securities AG | 289 | $148.3K | 0.02% | −622−68.3% | Reduced |
| Desjardins Global Asset Management Inc. | 292 | $149.8K | 0.02% | −284−49.3% | Reduced |
| IFP Advisors, Inc | 315 | $161.7K | 0.01% | −144−31.4% | Reduced |
| Exchange Traded Concepts, LLC | 341 | $175.0K | 0.00% | +265+348.7% | Added |
| Magellan Asset Management Ltd | 347 | $178.0K | 0.00% | +13+3.9% | Added |
| Global Retirement Partners, LLC | 372 | $186.6K | 0.01% | +12+3.3% | Added |
| Whittier Trust Co | 372 | $190.9K | 0.00% | +66+21.6% | Added |
| Sunbelt Securities, Inc. | 389 | $199.6K | 0.03% | −4−1.0% | Reduced |
| Choate Investment Advisors | 392 | $201.1K | 0.01% | +392 | New |
| Gryphon Financial Partners LLC | 394 | $202.2K | 0.05% | +394 | New |
| Wealth Alliance | 394 | $202.3K | 0.03% | −171−30.3% | Reduced |
| Scholtz & Company, LLC | 398 | $204.0K | 0.13% | +398 | New |
| Waldron Private Wealth LLC | 398 | $204.2K | 0.01% | +398 | New |
| Blue Edge Capital, LLC | 400 | $205.2K | 0.04% | +400 | New |
| Mayflower Financial Advisors, LLC | 400 | $205.2K | 0.03% | +400 | New |
| V-Square Quantitative Management LLC | 400 | $205.2K | 0.09% | +400 | New |
| Kathmere Capital Management, LLC | 403 | $206.8K | 0.03% | +403 | New |
| Wrapmanager Inc | 409 | $209.8K | 0.07% | +409 | New |
| DRW Securities, LLC | 410 | $210.0K | 0.02% | −197−32.5% | Reduced |
| Tocqueville Asset Management L.P. | 415 | $212.9K | 0.00% | +415 | New |
| Smithfield Trust Co | 417 | $215.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 424 | $217.5K | 0.03% | +424 | New |
| Dorsey & Whitney Trust CO LLC | 425 | $218.1K | 0.02% | +425 | New |
| Robertson Stephens Wealth Management, LLC | 429 | $220.1K | 0.01% | +429 | New |
| Values First Advisors, Inc. | 433 | $221.9K | 0.14% | +433 | New |
| Crestmont Private Wealth LLC | 441 | $226.3K | 0.14% | −95−17.7% | Reduced |
| Ancora Advisors, LLC | 444 | $227.8K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 444 | $227.8K | 0.03% | +15+3.5% | Added |
| Summit Trail Advisors, LLC | 446 | $228.8K | 0.01% | +446 | New |
| Renasant Bank | 448 | $229.9K | 0.19% | +8+1.8% | Added |
| Baader Bank INC | 504 | $230.4K | 0.02% | +504 | New |
| WealthBridge Capital Management, LLC | 451 | $231.4K | 0.10% | −5−1.1% | Reduced |
| Meritage Group LP | 454 | $233.0K | 0.01% | −131−22.4% | Reduced |
| DuPont Capital Management Corp | 457 | $234.5K | 0.02% | −22,348−98.0% | Reduced |
| Sentry Investment Management LLC | 460 | $236.0K | 0.11% | −984−68.1% | Reduced |
| Independent Advisor Alliance | 461 | $236.6K | 0.01% | −17−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 466 | $239.1K | 0.03% | +53+12.8% | Added |
| Intech Investment Management LLC | 472 | $242.2K | 0.00% | −1,039−68.8% | Reduced |
| Wealthspire Advisors, LLC | 472 | $242.2K | 0.00% | +472 | New |
| Northwestern Mutual Wealth Management Co | 477 | $244.7K | 0.00% | −18−3.6% | Reduced |
| Conning Inc. | 477 | $244.7K | 0.01% | −13−2.7% | Reduced |
| Capital Advisors, Ltd. LLC | 477 | $245.0K | 0.04% | +19+4.1% | Added |
| Catalyst Capital Advisors LLC | 480 | $246.3K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 480 | $246.3K | 0.05% | +480 | New |
| Vestmark Advisory Solutions, Inc. | 480 | $246.3K | 0.02% | −790−62.2% | Reduced |
| EP Wealth Advisors, LLC | 483 | $247.8K | 0.00% | −25,345−98.1% | Reduced |
| Prospera Financial Services Inc | 487 | $252.3K | 0.01% | +32+7.0% | Added |
| Kolinsky Wealth Management, LLC | 495 | $254.0K | 0.25% | +10+2.1% | Added |
| Stephens Inc | 496 | $254.5K | 0.00% | +496 | New |
| BluePath Capital Management, LLC | 499 | $256.1K | 0.24% | +499 | New |
| Syon Capital LLC | 508 | $260.6K | 0.03% | +508 | New |
| Forum Financial Management, LP | 514 | $263.7K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 515 | $264.3K | 0.05% | +515 | New |