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 |
|---|---|---|---|---|---|
| Fishman Jay A Ltd | 520 | $266.8K | 0.03% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 522 | $267.8K | 0.04% | +522 | New |
| Chilton Investment Co LLC | 530 | $271.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 533 | $273.5K | 0.01% | +7+1.3% | Added |
| Simon Quick Advisors, LLC | 536 | $275.1K | 0.03% | +536 | New |
| Horizon Investments, LLC | 538 | $275.3K | 0.01% | +4+0.7% | Added |
| Valeo Financial Advisors, LLC | 545 | $279.6K | 0.01% | +110+25.3% | Added |
| TRUE Private Wealth Advisors | 554 | $284.3K | 0.04% | +98+21.5% | Added |
| Flagship Harbor Advisors, LLC | 561 | $287.8K | 0.02% | +35+6.7% | Added |
| J2 Capital Management Inc | 564 | $289.4K | 0.37% | 00.0% | Unchanged |
| Foundry Partners, LLC | 570 | $292.5K | 0.02% | −236−29.3% | Reduced |
| Gilbert & Cook, Inc. | 571 | $293.0K | 0.05% | +571 | New |
| Fenimore Asset Management Inc | 572 | $293.5K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 572 | $293.5K | 0.01% | +20+3.6% | Added |
| MJP Associates Inc | 578 | $296.4K | 0.09% | +142+32.6% | Added |
| Graypoint LLC | 580 | $297.6K | 0.03% | +33+6.0% | Added |
| Boston Private Wealth LLC | 581 | $298.3K | 0.01% | −12−2.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 587 | $301.2K | 0.03% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 600 | $307.8K | 0.15% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $307.8K | 0.00% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 602 | $308.9K | 0.58% | +602 | New |
| D.A. Davidson & Co. | 614 | $315.0K | 0.00% | +614 | New |
| Sigma Planning Corp | 615 | $315.6K | 0.01% | +81+15.2% | Added |
| Clarius Group, LLC | 625 | $320.7K | 0.03% | −314−33.4% | Reduced |
| Jump Financial, LLC | 636 | $326.3K | 0.01% | −10,639−94.4% | Reduced |
| Apeiron RIA LLC | 639 | $327.8K | 0.11% | +31+5.1% | Added |
| La Banque Postale Asset Management SA | 640 | $328.4K | 0.01% | +211+49.2% | Added |
| Parallel Advisors, LLC | 644 | $330.9K | 0.01% | +13+2.1% | Added |
| Kinneret Advisory, LLC | 645 | $330.9K | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 645 | $331.0K | 0.01% | +128+24.8% | Added |
| Legacy Advisors, LLC | 646 | $331.4K | 0.05% | +12+1.9% | Added |
| Perigon Wealth Management, LLC | 651 | $334.0K | 0.01% | −40−5.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 652 | $334.5K | 0.01% | −616−48.6% | Reduced |
| CAPROCK Group, Inc. | 669 | $343.2K | 0.03% | +29+4.5% | Added |
| Verition Fund Management LLC | 669 | $343.3K | 0.00% | −21,360−97.0% | Reduced |
| Siemens Fonds Invest GmbH | 672 | $344.8K | 0.03% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 673 | $345.3K | 0.06% | −90−11.8% | Reduced |
| Park Place Capital Corp | 679 | $348.4K | 0.10% | −21−3.0% | Reduced |
| JSF Financial, LLC | 683 | $350.4K | 0.14% | −36−5.0% | Reduced |
| Cornerstone Wealth Management, LLC | 687 | $352.0K | 0.03% | +687 | New |
| Connecticut Wealth Management, LLC | 689 | $353.5K | 0.02% | +689 | New |
| Quadrant Capital Group LLC | 693 | $355.6K | 0.04% | +36+5.5% | Added |
| Arkadios Wealth Advisors | 698 | $358.0K | 0.03% | −3−0.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $359.2K | 0.19% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 707 | $362.7K | 0.03% | −10−1.4% | Reduced |
| Brown Brothers Harriman & Co | 722 | $370.4K | 0.00% | +54+8.1% | Added |
| Toth Financial Advisory Corp | 727 | $373.0K | 0.06% | +680+1,446.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 735 | $377.1K | 0.02% | +16+2.2% | Added |
| WBI Investments | 737 | $378.1K | 0.08% | +737 | New |
| Old National Bancorp | 737 | $378.1K | 0.01% | +160+27.7% | Added |
| Virtue Capital Management, LLC | 799 | $378.2K | 0.06% | 00.0% | Unchanged |
| SFMG, LLC | 739 | $379.2K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 751 | $385.3K | 0.04% | −17−2.2% | Reduced |
| Menard Financial Group LLC | 760 | $390.0K | 0.56% | +760 | New |
| Mather Group, LLC. | 763 | $391.4K | 0.01% | +90+13.4% | Added |
| Beverly Hills Private Wealth, LLC | 767 | $393.5K | 0.12% | −71−8.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 776 | $398.1K | 0.05% | −75−8.8% | Reduced |
| Bishop Rock Capital, L.P. | 778 | $399.2K | 1.64% | −2,012−72.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 778 | $399.2K | 0.04% | +778 | New |
| Elk River Wealth Management, LLC | 780 | $400.2K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 782 | $401.1K | 0.00% | +48+6.5% | Added |
| Cetera Advisors LLC | 785 | $402.9K | 0.01% | +54+7.4% | Added |
| Moody National Bank Trust Division | 788 | $404.3K | 0.03% | −7−0.9% | Reduced |
| Davy Global Fund Management Ltd | 789 | $404.8K | 0.08% | 00.0% | Unchanged |
| Geller Advisors LLC | 790 | $405.3K | 0.05% | +790 | New |
| AdvisorShares Investments LLC | 791 | $405.8K | 0.11% | +791 | New |
| Empowered Funds, LLC | 795 | $407.9K | 0.01% | +145+22.3% | Added |
| CNB Bank | 799 | $410.0K | 0.24% | +95+13.5% | Added |
| National Asset Management, Inc. | 799 | $410.1K | 0.01% | +208+35.2% | Added |
| Steel Peak Wealth Management LLC | 800 | $410.5K | 0.03% | +800 | New |
| Boit C F David | 810 | $410.7K | 0.28% | 00.0% | Unchanged |
| Camden Capital, LLC | 826 | $423.6K | 0.05% | +10+1.2% | Added |
| Burney Co | 834 | $427.9K | 0.02% | +834 | New |
| DF Dent & Co Inc | 834 | $427.9K | 0.01% | +330+65.5% | Added |
| Cigna Investments Inc | 843 | $432.0K | 0.10% | −115−12.0% | Reduced |
| Schechter Investment Advisors, LLC | 845 | $433.6K | 0.04% | +845 | New |
| Penserra Capital Management LLC | 848 | $434.0K | 0.01% | −58−6.4% | Reduced |
| Principal Street Partners, LLC | 846 | $434.1K | 0.09% | +846 | New |
| Symmetry Partners, LLC | 848 | $435.0K | 0.02% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 848 | $436.0K | 0.37% | +848 | New |
| Bryn Mawr Trust Co | 851 | $436.6K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 852 | $437.3K | 0.03% | −92−9.7% | Reduced |
| RFG Advisory, LLC | 854 | $438.2K | 0.02% | −4−0.5% | Reduced |
| Veriti Management LLC | 863 | $442.8K | 0.05% | +7+0.8% | Added |
| Ascent Wealth Partners, LLC | 877 | $450.0K | 0.08% | +117+15.4% | Added |
| Resources Investment Advisors, LLC. | 879 | $450.9K | 0.01% | −13−1.5% | Reduced |
| Raymond James Trust N.A. | 888 | $455.6K | 0.01% | +38+4.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 895 | $459.2K | 0.02% | +120+15.5% | Added |
| Pitcairn Co | 901 | $462.3K | 0.04% | +18+2.0% | Added |
| T. Rowe Price Investment Management, Inc. | 903 | $464.0K | 0.00% | +903 | New |
| Profund Advisors LLC | 905 | $464.3K | 0.03% | −52−5.4% | Reduced |
| Ameritas Investment Partners, Inc. | 913 | $468.4K | 0.02% | −37−3.9% | Reduced |
| MAI Capital Management | 913 | $468.4K | 0.01% | −41−4.3% | Reduced |
| Private Advisor Group, LLC | 918 | $471.1K | 0.00% | +144+18.6% | Added |
| Trust Asset Management LLC | 919 | $471.5K | 0.05% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 925 | $474.6K | 0.09% | +925 | New |
| Fidelis Capital Partners, LLC | 933 | $478.7K | 0.16% | −34−3.5% | Reduced |
| HB Wealth Management, LLC | 959 | $492.0K | 0.01% | +324+51.0% | Added |
| NEOS Investment Management LLC | 990 | $507.9K | 0.06% | +990 | New |
| Harbor Advisors LLC | 1,000 | $513.1K | 0.11% | 00.0% | Unchanged |