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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 1,008 | $517.2K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,017 | $521.8K | 0.20% | +47+4.8% | Added |
| Cipher Capital LP | 1,021 | $523.9K | 0.37% | +1,021 | New |
| Lincoln National Corp | 1,040 | $533.6K | 0.01% | −58−5.3% | Reduced |
| Inceptionr LLC | 1,055 | $541.3K | 0.31% | +1,055 | New |
| Evercore Wealth Management, LLC | 1,063 | $545.4K | 0.01% | +35+3.4% | Added |
| Ontario Teachers Pension Plan Board | 1,065 | $546.4K | 0.01% | −346−24.5% | Reduced |
| Stanley-Laman Group, Ltd. | 1,069 | $548.5K | 0.09% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 1,088 | $558.2K | 0.03% | +1,088 | New |
| Advisors Asset Management, Inc. | 1,089 | $558.7K | 0.01% | +10+0.9% | Added |
| TrimTabs Asset Management, LLC | 1,093 | $560.8K | 0.30% | −643−37.0% | Reduced |
| Centiva Capital, LP | 1,102 | $565.4K | 0.03% | +491+80.4% | Added |
| Roundview Capital LLC | 1,105 | $567.0K | 0.06% | +1+0.1% | Added |
| Fund Management at Engine No. 1 LLC | 1,130 | $579.8K | 0.09% | +87+8.3% | Added |
| Pier Capital, LLC | 1,145 | $587.5K | 0.09% | −24−2.1% | Reduced |
| Signaturefd, LLC | 1,155 | $592.6K | 0.02% | +77+7.1% | Added |
| Oppenheimer & Co Inc | 1,156 | $593.1K | 0.01% | +1,156 | New |
| Scotia Capital Inc. | 1,159 | $594.7K | 0.00% | +578+99.5% | Added |
| Harbor Capital Advisors, Inc. | 1,166 | $598.3K | 0.13% | −16−1.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,167 | $598.8K | 0.11% | +1+0.1% | Added |
| Balboa Wealth Partners | 1,168 | $599.3K | 0.22% | −229−16.4% | Reduced |
| Wedmont Private Capital | 1,170 | $603.0K | 0.06% | +227+24.1% | Added |
| Bradley Foster & Sargent Inc | 1,292 | $606.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,182 | $606.5K | 0.01% | +6+0.5% | Added |
| Coldstream Capital Management Inc | 1,190 | $610.5K | 0.02% | −45−3.6% | Reduced |
| Natixis Investment Managers International | 1,209 | $620.3K | 0.05% | +96+8.6% | Added |
| Quintet Private Bank (Europe) S.A. | 1,211 | $621.1K | 0.04% | +1,021+537.4% | Added |
| DoubleLine ETF Adviser LP | 1,218 | $624.9K | 0.22% | +38+3.2% | Added |
| GTS Securities LLC | 1,222 | $627.0K | 0.01% | +1,222 | New |
| Quantitative Investment Management, LLC | 1,223 | $627.0K | 0.10% | +1,223 | New |
| Snowden Capital Advisors LLC | 1,233 | $632.6K | 0.03% | +42+3.5% | Added |
| Ellevest, Inc. | 1,243 | $637.8K | 0.05% | −159−11.3% | Reduced |
| LVW Advisors, LLC | 1,253 | $642.9K | 0.14% | +1,253 | New |
| Sequoia Financial Advisors, LLC | 1,283 | $658.3K | 0.01% | +506+65.1% | Added |
| Oak Ridge Investments LLC | 1,318 | $676.2K | 0.09% | −3−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 1,320 | $677.0K | 0.01% | −32,068−96.0% | Reduced |
| Verdence Capital Advisors LLC | 1,330 | $682.6K | 0.07% | +1,330 | New |
| Illinois Municipal Retirement Fund | 1,360 | $698.0K | 0.01% | −1,262−48.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,363 | $699.3K | 0.06% | −5−0.4% | Reduced |
| HWG Holdings LP | 1,382 | $709.1K | 0.40% | +1,094+379.9% | Added |
| Signet Financial Management, LLC | 1,388 | $712.4K | 0.12% | −425−23.4% | Reduced |
| Meeder Advisory Services, Inc. | 1,391 | $713.7K | 0.09% | −331−19.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,400 | $718.0K | 0.00% | +120+9.4% | Added |
| Grandeur Peak Global Advisors, LLC | 1,404 | $720.4K | 0.05% | −2,562−64.6% | Reduced |
| TownSquare Capital, LLC | 1,415 | $726.0K | 0.01% | +547+63.0% | Added |
| Cypress Asset Management Inc | 1,423 | $730.1K | 0.24% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,430 | $733.7K | 0.13% | +113+8.6% | Added |
| Glenmede Trust Co NA | 1,433 | $735.2K | 0.00% | −151−9.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,436 | $736.8K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,445 | $741.4K | 0.42% | +932+181.7% | Added |
| Parallax Volatility Advisers, L.P. | 1,450 | $744.0K | 0.03% | +1,450 | New |
| Duality Advisers, LP | 1,480 | $759.4K | 0.09% | −1,758−54.3% | Reduced |
| Heartland Bank & Trust Co | 1,494 | $766.5K | 0.61% | +25+1.7% | Added |
| Graham Capital Management, L.P. | 1,500 | $769.6K | 0.02% | +838+126.6% | Added |
| Dantai Capital Ltd | 1,500 | $769.6K | 1.65% | +1,500 | New |
| Flputnam Investment Management Co | 1,523 | $781.4K | 0.02% | −3,639−70.5% | Reduced |
| Palumbo Wealth Management LLC | 1,576 | $808.4K | 0.44% | +472+42.8% | Added |
| Diversified Trust Co | 1,579 | $810.2K | 0.03% | −11−0.7% | Reduced |
| Capstone Investment Advisors, LLC | 1,580 | $810.7K | 0.02% | +1,343+566.7% | Added |
| CWM, LLC | 1,612 | $827.0K | 0.01% | +96+6.3% | Added |
| Beacon Pointe Advisors, LLC | 1,612 | $827.1K | 0.01% | +650+67.6% | Added |
| Linden Thomas Advisory Services, LLC | 1,621 | $831.7K | 0.19% | +1,621 | New |
| Paragon Advisors, LLC | 1,626 | $834.0K | 0.35% | +225+16.1% | Added |
| Capital International Ltd | 1,627 | $834.8K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,633 | $837.9K | 0.49% | +131+8.7% | Added |
| Ballentine Partners, LLC | 1,637 | $839.9K | 0.02% | +19+1.2% | Added |
| Advisory Services Network, LLC | 1,657 | $850.0K | 0.02% | +1+0.1% | Added |
| RB Capital Management, LLC | 1,673 | $858.3K | 0.28% | −8−0.5% | Reduced |
| Blair William & Co | 1,687 | $865.7K | 0.00% | +15+0.9% | Added |
| Keybank National Association | 1,689 | $866.6K | 0.00% | +342+25.4% | Added |
| Guggenheim Capital LLC | 1,695 | $869.7K | 0.01% | −1,446−46.0% | Reduced |
| Alberta Investment Management Corp | 1,700 | $872.2K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,716 | $880.0K | 0.03% | −181−9.5% | Reduced |
| Wetherby Asset Management Inc | 1,755 | $900.5K | 0.05% | +31+1.8% | Added |
| Merit Financial Group, LLC | 1,769 | $907.4K | 0.03% | −62−3.4% | Reduced |
| Pearl River Capital, LLC | 1,805 | $926.1K | 0.15% | +1,805 | New |
| Kingswood Wealth Advisors, LLC | 1,814 | $930.7K | 0.16% | +1,814 | New |
| Buckley Wealth Management, LLC | 1,850 | $949.2K | 0.36% | +45+2.5% | Added |
| Stevens Capital Management LP | 1,877 | $963.0K | 0.28% | +1,877 | New |
| Liberty Wealth Management LLC | 1,883 | $966.0K | 0.24% | 00.0% | Unchanged |
| SRN Advisors, LLC | 1,889 | $969.2K | 0.96% | +52+2.8% | Added |
| Kestra Advisory Services, LLC | 1,899 | $974.3K | 0.01% | +685+56.4% | Added |
| Westpac Banking Corp | 1,911 | $980.5K | 0.07% | +49+2.6% | Added |
| Point72 Asset Management, L.P. | 1,935 | $992.8K | 0.00% | +1,521+367.4% | Added |
| Balyasny Asset Management LLC | 1,936 | $993.3K | 0.00% | +194+11.1% | Added |
| Fox Run Management, L.L.C. | 1,938 | $994.3K | 0.29% | −81−4.0% | Reduced |
| Arbor Capital Management Inc | 2,027 | $999.3K | 0.89% | +60+3.1% | Added |
| Great Lakes Advisors, LLC | 1,981 | $1.02M | 0.01% | +3+0.2% | Added |
| Chartwell Investment Partners, LLC | 1,999 | $1.03M | 0.04% | +277+16.1% | Added |
| Sompo Asset Management Co., Ltd. | 2,060 | $1.06M | 0.23% | −250−10.8% | Reduced |
| Woodline Partners LP | 2,082 | $1.07M | 0.01% | +397+23.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,084 | $1.07M | 0.23% | +96+4.8% | Added |
| Birinyi Associates Inc | 2,102 | $1.08M | 0.43% | −100−4.5% | Reduced |
| Achmea Investment Management B.V. | 2,111 | $1.08M | 0.02% | −2,319−52.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,119 | $1.09M | 0.00% | −6,981−76.7% | Reduced |
| Pinebridge Investments, L.P. | 2,168 | $1.11M | 0.01% | +2,168 | New |
| Apollon Wealth Management, LLC | 2,188 | $1.12M | 0.06% | +295+15.6% | Added |
| Bleakley Financial Group, LLC | 2,192 | $1.12M | 0.04% | −113−4.9% | Reduced |
| Sawtooth Solutions, LLC | 2,192 | $1.12M | 0.04% | −109−4.7% | Reduced |
| Segment Wealth Management, LLC | 2,212 | $1.13M | 0.12% | +260+13.3% | Added |