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 |
|---|---|---|---|---|---|
| Value Partners Investments Inc. | 2,220 | $1.14M | 0.09% | +154+7.5% | Added |
| Bennett Selby Investments LP | 2,243 | $1.15M | 0.67% | +15+0.7% | Added |
| First Trust Advisors LP | 2,258 | $1.16M | 0.00% | −26,214−92.1% | Reduced |
| ProVise Management Group, LLC | 2,264 | $1.16M | 0.11% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,277 | $1.17M | 0.00% | −1,669−42.3% | Reduced |
| Atria Wealth Solutions, Inc. | 2,281 | $1.17M | 0.02% | −191−7.7% | Reduced |
| AXS Investments LLC | 2,292 | $1.18M | 0.30% | −167−6.8% | Reduced |
| Fortis Capital Management LLC | 2,301 | $1.18M | 0.37% | +255+12.5% | Added |
| Monumental Financial Group Inc. | 2,338 | $1.20M | 0.80% | +65+2.9% | Added |
| Agf Management Ltd | 2,414 | $1.24M | 0.01% | −15,008−86.1% | Reduced |
| Ostrum Asset Management | 2,418 | $1.24M | 0.11% | +531+28.1% | Added |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.24M | 0.53% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 2,496 | $1.28M | 0.03% | −30−1.2% | Reduced |
| Advisor OS, LLC | 2,592 | $1.33M | 0.20% | +77+3.1% | Added |
| Greenleaf Trust | 2,630 | $1.35M | 0.02% | +25+1.0% | Added |
| Canandaigua National Bank & Trust Co | 2,662 | $1.37M | 0.22% | −117−4.2% | Reduced |
| Captrust Financial Advisors | 2,705 | $1.39M | 0.01% | +25+0.9% | Added |
| Fairbanks Capital Management, Inc. | 2,735 | $1.40M | 1.18% | −136−4.7% | Reduced |
| Perpetual Ltd | 2,736 | $1.40M | 0.01% | −906−24.9% | Reduced |
| Quantinno Capital Management LP | 2,742 | $1.41M | 0.06% | +2,141+356.2% | Added |
| Empirical Finance, LLC | 2,763 | $1.42M | 0.10% | +249+9.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,862 | $1.47M | 0.14% | +522+22.3% | Added |
| CIBC World Markets Inc. | 2,869 | $1.47M | 0.01% | +1,550+117.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,872 | $1.47M | 0.11% | −2−0.1% | Reduced |
| Metis Global Partners, LLC | 2,891 | $1.48M | 0.07% | +486+20.2% | Added |
| Crestline Management, LP | 2,929 | $1.50M | 0.18% | −6,068−67.4% | Reduced |
| Everence Capital Management Inc | 2,937 | $1.51M | 0.12% | 00.0% | Unchanged |
| Summit Global Investments | 2,956 | $1.52M | 0.10% | +2,374+407.9% | Added |
| City Holding Co | 2,962 | $1.52M | 0.27% | +200+7.2% | Added |
| Toroso Investments, LLC | 2,972 | $1.52M | 0.05% | +465+18.5% | Added |
| Davenport & Co LLC | 3,001 | $1.54M | 0.01% | −294−8.9% | Reduced |
| GYL Financial Synergies, LLC | 3,037 | $1.56M | 0.15% | −21−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,085 | $1.58M | 0.01% | +182+6.3% | Added |
| Change Path, LLC | 3,132 | $1.61M | 0.12% | −402−11.4% | Reduced |
| Pathstone Family Office, LLC | 3,165 | $1.62M | 0.01% | +2,135+207.3% | Added |
| Janney Montgomery Scott LLC | 3,176 | $1.63M | 0.01% | −129−3.9% | Reduced |
| Seven Eight Capital, LP | 3,179 | $1.63M | 0.19% | −8,552−72.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 3,207 | $1.65M | 0.11% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,252 | $1.67M | 0.03% | +3,252 | New |
| Metropolitan Life Insurance Co | 3,273 | $1.68M | 0.09% | −217−6.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,325 | $1.71M | 0.01% | +3,325 | New |
| First Hawaiian Bank | 3,445 | $1.77M | 0.06% | +86+2.6% | Added |
| XTX Topco Ltd | 3,446 | $1.77M | 0.30% | +2,842+470.5% | Added |
| Garrison Asset Management, LLC | 3,474 | $1.78M | 1.09% | +3,474 | New |
| E. Ohman J:or Asset Management AB | 3,512 | $1.80M | 0.07% | −200−5.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,611 | $1.85M | 0.03% | −1,306−26.6% | Reduced |
| King Luther Capital Management Corp | 3,661 | $1.88M | 0.01% | −105−2.8% | Reduced |
| PFG Advisors | 3,736 | $1.92M | 0.17% | −873−18.9% | Reduced |
| QRG Capital Management, Inc. | 3,758 | $1.93M | 0.03% | +3,758 | New |
| Mawer Investment Management Ltd. | 3,771 | $1.93M | 0.01% | +347+10.1% | Added |
| Engineers Gate Manager LP | 3,822 | $1.96M | 0.07% | −19,643−83.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 3,901 | $2.00M | 0.48% | +69+1.8% | Added |
| PDT Partners, LLC | 3,913 | $2.01M | 0.25% | +11+0.3% | Added |
| Bokf, NA | 4,265 | $2.01M | 0.04% | −76−1.8% | Reduced |
| Atlantic Union Bankshares Corp | 3,979 | $2.04M | 0.21% | +155+4.1% | Added |
| Cetera Investment Advisers | 3,989 | $2.05M | 0.02% | +41+1.0% | Added |
| Vinva Investment Management Ltd | 3,936 | $2.05M | 0.20% | +1,420+56.4% | Added |
| Echo Street Capital Management LLC | 4,006 | $2.06M | 0.02% | −2,323−36.7% | Reduced |
| GWM Advisors LLC | 4,100 | $2.10M | 0.02% | +456+12.5% | Added |
| Cetera Advisor Networks LLC | 4,122 | $2.12M | 0.01% | +970+30.8% | Added |
| Ritholtz Wealth Management | 4,144 | $2.13M | 0.10% | +9+0.2% | Added |
| New Mexico Educational Retirement Board | 4,200 | $2.15M | 0.09% | +300+7.7% | Added |
| Dakota Wealth Management | 4,211 | $2.16M | 0.10% | −76−1.8% | Reduced |
| Ci Investments Inc. | 4,216 | $2.16M | 0.01% | +1,482+54.2% | Added |
| Boston Financial Mangement LLC | 4,244 | $2.18M | 0.08% | +107+2.6% | Added |
| Alamar Capital Management, LLC | 4,285 | $2.20M | 2.08% | +318+8.0% | Added |
| Shelton Capital Management | 4,310 | $2.21M | 0.08% | +3,800+745.1% | Added |
| Cumberland Partners Ltd | 4,333 | $2.22M | 0.21% | −31−0.7% | Reduced |
| Eqis Capital Management, Inc. | 4,370 | $2.24M | 0.27% | −3,551−44.8% | Reduced |
| Freedom Day Solutions, LLC | 4,382 | $2.25M | 0.99% | +28+0.6% | Added |
| Cornercap Investment Counsel Inc | 4,386 | $2.25M | 0.41% | +50+1.2% | Added |
| Ieq Capital, LLC | 4,397 | $2.26M | 0.05% | −989−18.4% | Reduced |
| Fiduciary Trust Co | 4,407 | $2.26M | 0.04% | +1,696+62.6% | Added |
| Oppenheimer Asset Management Inc. | 4,608 | $2.36M | 0.04% | +2,096+83.4% | Added |
| Gamco Investors, Inc. Et Al | 4,653 | $2.39M | 0.03% | −87−1.8% | Reduced |
| Sumitomo Life Insurance Co | 4,690 | $2.41M | 0.07% | +1,324+39.3% | Added |
| Colony Group LLC | 4,711 | $2.42M | 0.04% | −40−0.8% | Reduced |
| Alps Advisors Inc | 4,723 | $2.42M | 0.02% | −4,883−50.8% | Reduced |
| Ghe, LLC | 4,746 | $2.44M | 1.65% | +42+0.9% | Added |
| First Foundation Advisors | 4,778 | $2.45M | 0.11% | +4,778 | New |
| Louisiana State Employees Retirement System | 4,900 | $2.51M | 0.06% | −100−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,938 | $2.53M | 0.08% | +3,514+246.8% | Added |
| Point72 Middle East FZE | 5,002 | $2.57M | 0.16% | −18,304−78.5% | Reduced |
| Natixis | 5,024 | $2.58M | 0.02% | +758+17.8% | Added |
| US Bancorp | 5,077 | $2.61M | 0.00% | +185+3.8% | Added |
| Aurora Investment Managers, LLC. | 5,132 | $2.63M | 2.23% | −373−6.8% | Reduced |
| Crossmark Global Holdings, Inc. | 5,081 | $2.65M | 0.06% | −259−4.9% | Reduced |
| Bessemer Group Inc | 5,334 | $2.74M | 0.01% | −420−7.3% | Reduced |
| Assetmark, Inc | 5,377 | $2.76M | 0.01% | +768+16.7% | Added |
| Banco Santander, S.A. | 5,382 | $2.76M | 0.04% | −176−3.2% | Reduced |
| Ethic Inc. | 5,399 | $2.77M | 0.10% | −392−6.8% | Reduced |
| Quantbot Technologies LP | 5,441 | $2.79M | 0.19% | −17,833−76.6% | Reduced |
| Advisor Partners II, LLC | 5,468 | $2.81M | 0.11% | +181+3.4% | Added |
| Redwood Investments, LLC | 5,528 | $2.84M | 0.38% | −46−0.8% | Reduced |
| Northwest & Ethical Investments L.P. | 5,533 | $2.84M | 0.10% | +1,968+55.2% | Added |
| Kingfisher Capital LLC | 5,591 | $2.87M | 0.78% | +14+0.3% | Added |
| Hartford Investment Management Co | 5,620 | $2.88M | 0.12% | −224−3.8% | Reduced |
| Securian Asset Management, Inc | 5,641 | $2.89M | 0.09% | −1,041−15.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,666 | $2.91M | 2.85% | +5,666 | New |
| Edmond de Rothschild Holding S.A. | 5,817 | $2.98M | 0.06% | −7−0.1% | Reduced |