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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 5,936 | $3.05M | 0.07% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,096 | $3.12M | 0.00% | −1,091−15.2% | Reduced |
| Tsai Capital Corp | 6,114 | $3.14M | 3.00% | +466+8.3% | Added |
| Synovus Financial Corp | 6,139 | $3.15M | 0.04% | −728−10.6% | Reduced |
| Oregon Public Employees Retirement Fund | 6,142 | $3.15M | 0.04% | −61−1.0% | Reduced |
| Candriam Luxembourg S.C.A. | 6,160 | $3.16M | 0.03% | −321−5.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 6,420 | $3.29M | 0.02% | +5,907+1,151.5% | Added |
| Kentucky Retirement Systems | 6,433 | $3.30M | 0.11% | −4−0.1% | Reduced |
| FORA Capital, LLC | 6,448 | $3.31M | 0.29% | +1,003+18.4% | Added |
| Capital International Sarl | 6,450 | $3.31M | 0.15% | −1,585−19.7% | Reduced |
| Creative Planning | 6,454 | $3.31M | 0.00% | +317+5.2% | Added |
| Wealthfront Advisers LLC | 6,510 | $3.34M | 0.01% | −174−2.6% | Reduced |
| Edgestream Partners, L.P. | 6,591 | $3.38M | 0.27% | −1,748−21.0% | Reduced |
| Level Four Advisory Services, LLC | 6,696 | $3.44M | 0.22% | +206+3.2% | Added |
| Spouting Rock Asset Management, LLC | 6,791 | $3.48M | 1.11% | +3,319+95.6% | Added |
| Clearbridge Investments, LLC | 6,819 | $3.50M | 0.00% | +1,024+17.7% | Added |
| Cerity Partners LLC | 6,918 | $3.55M | 0.02% | −948−12.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,020 | $3.60M | 0.01% | +1,362+24.1% | Added |
| Commonwealth Equity Services, LLC | 7,031 | $3.61M | 0.01% | +897+14.6% | Added |
| PGGM Investments | 7,125 | $3.66M | 0.06% | 00.0% | Unchanged |
| Twin Tree Management, LP | 7,132 | $3.66M | 0.12% | −21,792−75.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,202 | $3.69M | 0.04% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,253 | $3.72M | 0.07% | +148+2.1% | Added |
| British Columbia Investment Management Corp | 7,278 | $3.73M | 0.04% | +59+0.8% | Added |
| Abn Amro Investment Solutions | 7,279 | $3.73M | 0.07% | +2,114+40.9% | Added |
| Gulf International Bank (UK) Ltd | 7,298 | $3.74M | 0.11% | −845−10.4% | Reduced |
| iA Global Asset Management Inc. | 7,310 | $3.75M | 0.10% | −1,062−12.7% | Reduced |
| Advisors Capital Management, LLC | 7,342 | $3.77M | 0.10% | +7,342 | New |
| Fifth Third Bancorp | 7,346 | $3.77M | 0.02% | +14+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,383 | $3.79M | 0.02% | +7,383 | New |
| Cornerstone Advisors, LLC | 7,400 | $3.80M | 0.18% | +400+5.7% | Added |
| Atria Investments LLC | 7,569 | $3.88M | 0.07% | +1,384+22.4% | Added |
| Munro Partners | 7,619 | $3.91M | 0.20% | +3,205+72.6% | Added |
| Clear Harbor Asset Management, LLC | 7,847 | $4.03M | 0.42% | −154−1.9% | Reduced |
| JustInvest LLC | 7,894 | $4.05M | 0.12% | +424+5.7% | Added |
| Donaldson Capital Management, LLC | 7,930 | $4.07M | 0.19% | +176+2.3% | Added |
| TD Private Client Wealth LLC | 7,956 | $4.08M | 0.18% | −398−4.8% | Reduced |
| CWM Advisors, LLC | 8,058 | $4.13M | 0.53% | −1,773−18.0% | Reduced |
| Cresset Asset Management, LLC | 8,250 | $4.23M | 0.03% | +5,279+177.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,475 | $4.35M | 0.01% | +218+2.6% | Added |
| Mogy Joel R Investment Counsel Inc | 8,527 | $4.38M | 0.37% | +3,583+72.5% | Added |
| Bank of Nova Scotia | 8,563 | $4.39M | 0.01% | −77,091−90.0% | Reduced |
| Vident Advisory, LLC | 8,570 | $4.40M | 0.14% | +8,570 | New |
| Mackenzie Financial Corp | 9,061 | $4.49M | 0.01% | +595+7.0% | Added |
| Cary Street Partner Investment Advisory LLC | 9,164 | $4.70M | 0.25% | +178+2.0% | Added |
| Empire Life Investments Inc. | 9,188 | $4.71M | 0.35% | −32−0.3% | Reduced |
| Daiwa Securities Group Inc. | 9,232 | $4.74M | 0.03% | +992+12.0% | Added |
| Nissay Asset Management Corp | 9,282 | $4.76M | 0.04% | +274+3.0% | Added |
| Swiss Life Asset Management Ltd | 9,351 | $4.80M | 0.07% | −9,486−50.4% | Reduced |
| Fernwood Investment Management, LLC | 9,734 | $5.00M | 1.80% | +72+0.7% | Added |
| Bell Asset Management Ltd | 9,902 | $5.08M | 0.84% | +28+0.3% | Added |
| First Republic Investment Management, Inc. | 9,944 | $5.10M | 0.01% | −5,350−35.0% | Reduced |
| K.J. Harrison & Partners Inc | 10,445 | $5.36M | 1.21% | −200−1.9% | Reduced |
| Yousif Capital Management, LLC | 10,533 | $5.40M | 0.07% | −442−4.0% | Reduced |
| Baldwin Brothers Inc | 10,761 | $5.52M | 0.48% | −645−5.7% | Reduced |
| AE Wealth Management LLC | 10,919 | $5.60M | 0.03% | +304+2.9% | Added |
| Totem Point Management, LLC | 11,130 | $5.71M | 8.10% | −7,236−39.4% | Reduced |
| Logan Capital Management Inc | 11,260 | $5.78M | 0.29% | −97−0.9% | Reduced |
| Teacher Retirement System of Texas | 11,321 | $5.81M | 0.04% | +4,763+72.6% | Added |
| Acadian Asset Management LLC | 11,518 | $5.91M | 0.02% | −15,192−56.9% | Reduced |
| Evoke Wealth, LLC | 11,585 | $5.94M | 0.21% | −55−0.5% | Reduced |
| State of Alaska, Department of Revenue | 11,775 | $6.04M | 0.08% | −525−4.3% | Reduced |
| AMG National Trust Bank | 11,839 | $6.07M | 0.21% | +30+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,936 | $6.12M | 0.01% | +376+3.3% | Added |
| Mutual of America Capital Management LLC | 12,230 | $6.27M | 0.08% | −1,621−11.7% | Reduced |
| New York Life Investment Management LLC | 12,240 | $6.28M | 0.07% | −203−1.6% | Reduced |
| MML Investors Services, LLC | 12,457 | $6.39M | 0.04% | −90−0.7% | Reduced |
| ING Groep NV | 12,546 | $6.44M | 0.06% | −1,508−10.7% | Reduced |
| Middleton & Co Inc | 12,569 | $6.45M | 0.89% | −379−2.9% | Reduced |
| Strategic Global Advisors, LLC | 12,610 | $6.47M | 1.08% | +5,376+74.3% | Added |
| CIBC World Markets Corp | 12,702 | $6.52M | 0.06% | −3,632−22.2% | Reduced |
| Polar Capital Holdings Plc | 12,900 | $6.62M | 0.05% | −3,612−21.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 12,934 | $6.64M | 0.02% | −11,086−46.2% | Reduced |
| Cambridge Financial Group, Inc. | 12,985 | $6.66M | 3.63% | +12,985 | New |
| Transform Wealth, LLC | 13,186 | $6.77M | 0.71% | −4,195−24.1% | Reduced |
| Utah Retirement Systems | 13,220 | $6.78M | 0.10% | −122−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 13,315 | $6.83M | 0.23% | +274+2.1% | Added |
| AQR Capital Management LLC | 13,412 | $6.88M | 0.01% | −7,939−37.2% | Reduced |
| Silvant Capital Management LLC | 13,603 | $6.98M | 0.42% | 00.0% | Unchanged |
| Czech National Bank | 13,823 | $7.09M | 0.11% | +4,346+45.9% | Added |
| Connectus Wealth, LLC | 13,909 | $7.14M | 0.16% | −1,904−12.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,038 | $7.20M | 0.10% | +1,828+15.0% | Added |
| O'Shaughnessy Asset Management, LLC | 14,082 | $7.23M | 0.11% | +3,385+31.6% | Added |
| Mariner, LLC | 14,237 | $7.30M | 0.02% | +677+5.0% | Added |
| Stifel Financial Corp | 14,410 | $7.40M | 0.01% | +2,350+19.5% | Added |
| The PNC Financial Services Group, Inc. | 14,524 | $7.45M | 0.01% | +2,274+18.6% | Added |
| Ensign Peak Advisors, Inc | 14,588 | $7.48M | 0.02% | −5,543−27.5% | Reduced |
| DnB Asset Management AS | 14,678 | $7.53M | 0.04% | +587+4.2% | Added |
| Prudential PLC | 14,939 | $7.66M | 0.09% | −3,613−19.5% | Reduced |
| Azimuth Capital Investment Management LLC | 15,255 | $7.83M | 0.39% | +166+1.1% | Added |
| Motley Fool Wealth Management, LLC | 15,358 | $7.88M | 0.46% | +560+3.8% | Added |
| United Capital Financial Advisers, LLC | 15,756 | $8.08M | 0.05% | +332+2.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,902 | $8.16M | 0.07% | +1,939+13.9% | Added |
| Xponance, Inc. | 15,906 | $8.16M | 0.11% | −53−0.3% | Reduced |
| Credit Agricole S A | 15,947 | $8.18M | 0.25% | +980+6.5% | Added |
| Cape Cod Five Cents Savings Bank | 16,080 | $8.25M | 0.45% | +8,090+101.3% | Added |
| IFM Investors Pty Ltd | 16,335 | $8.38M | 0.11% | +739+4.7% | Added |
| Thematics Asset Management | 16,595 | $8.51M | 0.42% | −2,716−14.1% | Reduced |
| Andra AP-fonden | 16,700 | $8.57M | 0.51% | +200+1.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,909 | $8.68M | 0.13% | +1,889+12.6% | Added |