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 |
|---|---|---|---|---|---|
| Shell Asset Management Co | 16,962 | $8.70M | 0.36% | +7,341+76.3% | Added |
| Progressive Investment Management Corp | 16,996 | $8.72M | 2.83% | −212−1.2% | Reduced |
| Marks Group Wealth Management, Inc | 17,234 | $8.84M | 1.09% | +113+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,300 | $8.88M | 0.20% | −315−1.8% | Reduced |
| First Horizon Advisors, Inc. | 17,526 | $8.99M | 0.33% | +1,585+9.9% | Added |
| Formuepleje A/S | 17,798 | $9.13M | 0.85% | +901+5.3% | Added |
| Retirement Systems of Alabama | 17,883 | $9.18M | 0.04% | −313−1.7% | Reduced |
| Texas Permanent School Fund | 18,000 | $9.24M | 0.09% | −625−3.4% | Reduced |
| USS Investment Management Ltd | 17,994 | $9.24M | 0.10% | +539+3.1% | Added |
| Pacer Advisors, Inc. | 18,060 | $9.27M | 0.04% | −1,011−5.3% | Reduced |
| Walter Public Investments Inc. | 18,142 | $9.31M | 2.21% | −412−2.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,331 | $9.41M | 0.14% | +974+5.6% | Added |
| Commerce Bank | 18,364 | $9.42M | 0.07% | −929−4.8% | Reduced |
| Public Sector Pension Investment Board | 18,420 | $9.45M | 0.07% | +805+4.6% | Added |
| ProShare Advisors LLC | 18,578 | $9.53M | 0.03% | −759−3.9% | Reduced |
| Motley Fool Asset Management LLC | 18,580 | $9.53M | 0.77% | −513−2.7% | Reduced |
| Ardevora Asset Management LLP | 18,689 | $9.59M | 0.47% | −16,819−47.4% | Reduced |
| TCW Group Inc | 18,886 | $9.69M | 0.12% | +18,886 | New |
| Fayez Sarofim & Co | 19,548 | $10.0M | 0.03% | +11,948+157.2% | Added |
| RBF Capital, LLC | 20,000 | $10.3M | 0.68% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 20,282 | $10.4M | 0.05% | −130−0.6% | Reduced |
| Handelsbanken Fonder AB | 20,356 | $10.4M | 0.06% | −771−3.6% | Reduced |
| Amalgamated Bank | 20,834 | $10.7M | 0.09% | −1,512−6.8% | Reduced |
| MetLife Investment Management | 21,117 | $10.8M | 0.08% | −778−3.6% | Reduced |
| Marsico Capital Management LLC | 21,136 | $10.8M | 0.46% | −2,986−12.4% | Reduced |
| HRT Financial LP | 21,294 | $10.9M | 0.11% | +6,741+46.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,503 | $11.0M | 0.15% | −394−1.8% | Reduced |
| Forsta Ap-Fonden | 21,700 | $11.1M | 0.12% | +1,600+8.0% | Added |
| Jane Street Group, LLC | 21,784 | $11.2M | 0.02% | +3,537+19.4% | Added |
| Modera Wealth Management, LLC | 21,990 | $11.3M | 0.21% | +27+0.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $11.3M | 1.82% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 22,444 | $11.5M | 0.07% | −539−2.3% | Reduced |
| American International Group, Inc. | 22,629 | $11.6M | 0.08% | −728−3.1% | Reduced |
| Arizona State Retirement System | 22,662 | $11.6M | 0.10% | −224−1.0% | Reduced |
| 2Xideas AG | 23,397 | $12.0M | 1.33% | +2,537+12.2% | Added |
| Copeland Capital Management, LLC | 23,587 | $12.1M | 0.26% | −587−2.4% | Reduced |
| Standard Life Aberdeen plc | 24,231 | $12.4M | 0.03% | −867−3.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,636 | $12.6M | 0.06% | +1,718+7.5% | Added |
| Cantor Fitzgerald, L. P. | 25,083 | $12.9M | 0.35% | −10.0% | Reduced |
| C WorldWide Group Holding A/S | 25,146 | $12.9M | 0.18% | +89+0.4% | Added |
| Comerica Bank | 25,645 | $13.2M | 0.07% | +25,645 | New |
| Squarepoint Ops LLC | 26,402 | $13.5M | 0.07% | −62,238−70.2% | Reduced |
| Nisa Investment Advisors, LLC | 26,624 | $13.7M | 0.10% | −90−0.3% | Reduced |
| London & Capital Asset Management Ltd | 26,958 | $13.8M | 1.26% | +1,604+6.3% | Added |
| Rafferty Asset Management, LLC | 27,309 | $14.0M | 0.08% | +840+3.2% | Added |
| M&T Bank Corp | 27,480 | $14.1M | 0.06% | −1,635−5.6% | Reduced |
| Stony Point Capital LLC | 28,084 | $14.4M | 4.89% | +1,942+7.4% | Added |
| Texas Yale Capital Corp. | 28,231 | $14.5M | 0.65% | 00.0% | Unchanged |
| Truist Financial Corp | 28,513 | $14.6M | 0.02% | −229−0.8% | Reduced |
| Gabelli Funds LLC | 29,240 | $15.0M | 0.12% | +3,000+11.4% | Added |
| Voloridge Investment Management, LLC | 29,471 | $15.1M | 0.07% | +3,227+12.3% | Added |
| Royal London Asset Management Ltd | 29,547 | $15.2M | 0.05% | +2,611+9.7% | Added |
| Eventide Asset Management, LLC | 29,623 | $15.2M | 0.27% | −792−2.6% | Reduced |
| Man Group plc | – | $15.3M | 0.05% | – | – |
| Pittenger & Anderson Inc | 29,792 | $15.3M | 0.77% | −346−1.1% | Reduced |
| La Financiere de L'Echiquier | 30,500 | $15.6M | 0.81% | −3,200−9.5% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 30,731 | $15.8M | 1.72% | +14,936+94.6% | Added |
| Vontobel Holding Ltd. | 31,333 | $16.1M | 0.15% | +840+2.8% | Added |
| Quantum Capital Management, LLC | 31,689 | $16.3M | 2.15% | −665−2.1% | Reduced |
| Bridgecreek Investment Management, LLC | 32,245 | $16.5M | 3.38% | −725−2.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 32,437 | $16.6M | 0.19% | +5,522+20.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34,876 | $17.0M | 0.19% | −109−0.3% | Reduced |
| Brinker Capital Investments, LLC | 33,320 | $17.1M | 0.21% | −1,209−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 33,320 | $17.1M | 0.21% | −1,209−3.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 33,488 | $17.2M | 1.12% | −11,377−25.4% | Reduced |
| Montanaro Asset Management Ltd | 33,500 | $17.2M | 3.02% | +4,500+15.5% | Added |
| Treasurer of the State of North Carolina | 33,744 | $17.3M | 0.09% | −240−0.7% | Reduced |
| Lazard Asset Management LLC | 34,139 | $17.5M | 0.02% | −46,107−57.5% | Reduced |
| Public Employees Retirement System of Ohio | 34,443 | $17.7M | 0.08% | −5,041−12.8% | Reduced |
| SG Americas Securities, LLC | 34,965 | $17.9M | 0.24% | +25,136+255.7% | Added |
| Worldquant Millennium Advisors LLC | 35,053 | $18.0M | 0.28% | +26,757+322.5% | Added |
| Vancity Investment Management Ltd | 35,332 | $18.1M | 2.35% | +14,108+66.5% | Added |
| Castleark Management LLC | 36,465 | $18.7M | 0.95% | −3,360−8.4% | Reduced |
| Cubist Systematic Strategies, LLC | 37,249 | $19.1M | 0.24% | −78,743−67.9% | Reduced |
| Norinchukin Bank, The | 37,287 | $19.1M | 0.45% | −2,503−6.3% | Reduced |
| State of Tennessee, Treasury Department | 37,553 | $19.3M | 0.08% | +16,280+76.5% | Added |
| Advisor Group Holdings, Inc. | 38,528 | $19.8M | 0.03% | +7,418+23.8% | Added |
| Capital International Inc | 38,785 | $19.9M | 0.38% | −1,137−2.8% | Reduced |
| Macquarie Group Ltd | 39,404 | $20.2M | 0.03% | +14,547+58.5% | Added |
| Citadel Advisors LLC | 39,512 | $20.3M | 0.02% | −204,366−83.8% | Reduced |
| Marshall Wace, LLP | 40,014 | $20.5M | 0.04% | −2,285−5.4% | Reduced |
| Asset Management One Co.,Ltd. | 41,052 | $21.1M | 0.09% | +1,291+3.2% | Added |
| Moran Wealth Management, LLC | 41,093 | $21.1M | 0.82% | +700+1.7% | Added |
| Natixis Advisors, L.P. | 41,516 | $21.3M | 0.07% | +2,816+7.3% | Added |
| Allspring Global Investments Holdings, LLC | 41,605 | $21.3M | 0.04% | −1,539−3.6% | Reduced |
| Dock Street Asset Management Inc | 41,768 | $21.4M | 3.75% | +13,526+47.9% | Added |
| Ossiam | 42,106 | $21.6M | 0.38% | +1,331+3.3% | Added |
| State of Wisconsin Investment Board | 42,599 | $21.9M | 0.07% | −6,167−12.6% | Reduced |
| Trillium Asset Management, LLC | 43,120 | $22.1M | 0.67% | −272−0.6% | Reduced |
| Toronto Dominion Bank | 44,336 | $22.7M | 0.04% | −1,535−3.3% | Reduced |
| CI Private Wealth, LLC | 44,808 | $23.0M | 0.05% | +1,354+3.1% | Added |
| State of New Jersey Common Pension Fund D | 45,639 | $23.4M | 0.08% | −871−1.9% | Reduced |
| Virginia Retirement Systems Et Al | 46,336 | $23.8M | 0.23% | −3,800−7.6% | Reduced |
| Susquehanna International Group, LLP | 47,804 | $24.5M | 0.04% | +27,073+130.6% | Added |
| Tokio Marine Asset Management Co Ltd | 48,057 | $24.7M | 1.56% | −746−1.5% | Reduced |
| Canada Pension Plan Investment Board | 49,867 | $25.6M | 0.04% | +16,440+49.2% | Added |
| Gateway Investment Advisers LLC | 51,935 | $26.6M | 0.33% | −30.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 55,170 | $28.3M | 0.44% | −1,714−3.0% | Reduced |
| Storebrand Asset Management AS | 55,194 | $28.3M | 0.14% | −756−1.4% | Reduced |
| Thrivent Financial for Lutherans | 55,946 | $28.7M | 0.07% | +1,250+2.3% | Added |