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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 92,698 | $47.6M | 0.08% | −2,184−2.3% | Reduced |
| New York State Common Retirement Fund | 92,073 | $47.2M | 0.07% | −11,868−11.4% | Reduced |
| Pictet Asset Management Holding SA | 91,675 | $47.0M | 0.06% | +91,675 | New |
| Bank of Montreal | 87,421 | $47.0M | 0.03% | +15,078+20.8% | Added |
| Bowie Capital Management, LLC | 89,826 | $46.1M | 6.05% | −1,956−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 87,554 | $44.9M | 0.11% | +113+0.1% | Added |
| New York State Teachers Retirement System | 86,927 | $44.6M | 0.11% | −3,826−4.2% | Reduced |
| National Bank of Canada | 82,547 | $41.7M | 0.08% | −7,544−8.4% | Reduced |
| State Board of Administration of Florida Retirement System | 79,149 | $40.6M | 0.10% | −9,560−10.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 78,874 | $40.5M | 0.10% | −3,959−4.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 78,600 | $40.3M | 0.09% | −1,200−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 78,123 | $40.1M | 0.07% | −27,800−26.2% | Reduced |
| NS Partners Ltd | 75,483 | $38.7M | 2.08% | −655−0.9% | Reduced |
| DekaBank Deutsche Girozentrale | 73,332 | $38.6M | 0.09% | −4,303−5.5% | Reduced |
| EULAV Asset Management | 74,100 | $38.0M | 1.39% | +55,100+290.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72,997 | $37.5M | 0.08% | +6,535+9.8% | Added |
| STRS Ohio | 72,800 | $37.4M | 0.17% | −2,000−2.7% | Reduced |
| CIBC Asset Management Inc | 70,354 | $36.1M | 0.15% | −3,254−4.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 68,166 | $35.0M | 0.23% | +22,301+48.6% | Added |
| SeaTown Holdings Pte. Ltd. | 66,896 | $34.3M | 3.18% | +5,796+9.5% | Added |
| Two Sigma Investments, LP | 65,725 | $33.7M | 0.09% | −104,078−61.3% | Reduced |
| Kornitzer Capital Management Inc | 65,221 | $33.5M | 0.69% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 65,052 | $33.4M | 0.15% | −4,170−6.0% | Reduced |
| Aviva PLC | 64,958 | $33.3M | 0.14% | +4,778+7.9% | Added |
| Voya Investment Management LLC | 63,927 | $32.8M | 0.04% | −951−1.5% | Reduced |
| Raymond James & Associates | 61,930 | $31.8M | 0.03% | +17,400+39.1% | Added |
| Great West Life Assurance Co | 61,071 | $31.3M | 0.08% | −784−1.3% | Reduced |
| LPL Financial LLC | 59,315 | $30.4M | 0.02% | +3,753+6.8% | Added |
| BNP Paribas Arbitrage, SA | 58,047 | $29.8M | 0.07% | −28,519−32.9% | Reduced |
| Manufacturers Life Insurance Company, The | 57,832 | $29.7M | 0.02% | −3,200−5.2% | Reduced |
| Citigroup Inc | 56,962 | $29.2M | 0.04% | −4,863−7.9% | Reduced |
| TD Asset Management Inc | 56,816 | $29.2M | 0.04% | −6,987−11.0% | Reduced |
| Thrivent Financial for Lutherans | 55,946 | $28.7M | 0.07% | +1,250+2.3% | Added |
| Storebrand Asset Management AS | 55,194 | $28.3M | 0.14% | −756−1.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 55,170 | $28.3M | 0.44% | −1,714−3.0% | Reduced |
| Gateway Investment Advisers LLC | 51,935 | $26.6M | 0.33% | −30.0% | Reduced |
| Canada Pension Plan Investment Board | 49,867 | $25.6M | 0.04% | +16,440+49.2% | Added |
| Tokio Marine Asset Management Co Ltd | 48,057 | $24.7M | 1.56% | −746−1.5% | Reduced |
| Susquehanna International Group, LLP | 47,804 | $24.5M | 0.04% | +27,073+130.6% | Added |
| Virginia Retirement Systems Et Al | 46,336 | $23.8M | 0.23% | −3,800−7.6% | Reduced |
| State of New Jersey Common Pension Fund D | 45,639 | $23.4M | 0.08% | −871−1.9% | Reduced |
| CI Private Wealth, LLC | 44,808 | $23.0M | 0.05% | +1,354+3.1% | Added |
| Toronto Dominion Bank | 44,336 | $22.7M | 0.04% | −1,535−3.3% | Reduced |
| Trillium Asset Management, LLC | 43,120 | $22.1M | 0.67% | −272−0.6% | Reduced |
| State of Wisconsin Investment Board | 42,599 | $21.9M | 0.07% | −6,167−12.6% | Reduced |
| Ossiam | 42,106 | $21.6M | 0.38% | +1,331+3.3% | Added |
| Dock Street Asset Management Inc | 41,768 | $21.4M | 3.75% | +13,526+47.9% | Added |
| Allspring Global Investments Holdings, LLC | 41,605 | $21.3M | 0.04% | −1,539−3.6% | Reduced |
| Natixis Advisors, L.P. | 41,516 | $21.3M | 0.07% | +2,816+7.3% | Added |
| Moran Wealth Management, LLC | 41,093 | $21.1M | 0.82% | +700+1.7% | Added |
| Asset Management One Co.,Ltd. | 41,052 | $21.1M | 0.09% | +1,291+3.2% | Added |
| Marshall Wace, LLP | 40,014 | $20.5M | 0.04% | −2,285−5.4% | Reduced |
| Citadel Advisors LLC | 39,512 | $20.3M | 0.02% | −204,366−83.8% | Reduced |
| Macquarie Group Ltd | 39,404 | $20.2M | 0.03% | +14,547+58.5% | Added |
| Capital International Inc | 38,785 | $19.9M | 0.38% | −1,137−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 38,528 | $19.8M | 0.03% | +7,418+23.8% | Added |
| State of Tennessee, Treasury Department | 37,553 | $19.3M | 0.08% | +16,280+76.5% | Added |
| Norinchukin Bank, The | 37,287 | $19.1M | 0.45% | −2,503−6.3% | Reduced |
| Cubist Systematic Strategies, LLC | 37,249 | $19.1M | 0.24% | −78,743−67.9% | Reduced |
| Castleark Management LLC | 36,465 | $18.7M | 0.95% | −3,360−8.4% | Reduced |
| Vancity Investment Management Ltd | 35,332 | $18.1M | 2.35% | +14,108+66.5% | Added |
| Worldquant Millennium Advisors LLC | 35,053 | $18.0M | 0.28% | +26,757+322.5% | Added |
| SG Americas Securities, LLC | 34,965 | $17.9M | 0.24% | +25,136+255.7% | Added |
| Public Employees Retirement System of Ohio | 34,443 | $17.7M | 0.08% | −5,041−12.8% | Reduced |
| Lazard Asset Management LLC | 34,139 | $17.5M | 0.02% | −46,107−57.5% | Reduced |
| Treasurer of the State of North Carolina | 33,744 | $17.3M | 0.09% | −240−0.7% | Reduced |
| Montanaro Asset Management Ltd | 33,500 | $17.2M | 3.02% | +4,500+15.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 33,488 | $17.2M | 1.12% | −11,377−25.4% | 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34,876 | $17.0M | 0.19% | −109−0.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 32,437 | $16.6M | 0.19% | +5,522+20.5% | Added |
| Bridgecreek Investment Management, LLC | 32,245 | $16.5M | 3.38% | −725−2.2% | Reduced |
| Quantum Capital Management, LLC | 31,689 | $16.3M | 2.15% | −665−2.1% | Reduced |
| Vontobel Holding Ltd. | 31,333 | $16.1M | 0.15% | +840+2.8% | Added |
| Kiwi Wealth Investments Limited Partnership | 30,731 | $15.8M | 1.72% | +14,936+94.6% | Added |
| La Financiere de L'Echiquier | 30,500 | $15.6M | 0.81% | −3,200−9.5% | Reduced |
| Pittenger & Anderson Inc | 29,792 | $15.3M | 0.77% | −346−1.1% | Reduced |
| Man Group plc | – | $15.3M | 0.05% | – | – |
| Eventide Asset Management, LLC | 29,623 | $15.2M | 0.27% | −792−2.6% | Reduced |
| Royal London Asset Management Ltd | 29,547 | $15.2M | 0.05% | +2,611+9.7% | Added |
| Voloridge Investment Management, LLC | 29,471 | $15.1M | 0.07% | +3,227+12.3% | Added |
| Gabelli Funds LLC | 29,240 | $15.0M | 0.12% | +3,000+11.4% | Added |
| Truist Financial Corp | 28,513 | $14.6M | 0.02% | −229−0.8% | Reduced |
| Texas Yale Capital Corp. | 28,231 | $14.5M | 0.65% | 00.0% | Unchanged |
| Stony Point Capital LLC | 28,084 | $14.4M | 4.89% | +1,942+7.4% | Added |
| M&T Bank Corp | 27,480 | $14.1M | 0.06% | −1,635−5.6% | Reduced |
| Rafferty Asset Management, LLC | 27,309 | $14.0M | 0.08% | +840+3.2% | Added |
| London & Capital Asset Management Ltd | 26,958 | $13.8M | 1.26% | +1,604+6.3% | Added |
| Nisa Investment Advisors, LLC | 26,624 | $13.7M | 0.10% | −90−0.3% | Reduced |
| Squarepoint Ops LLC | 26,402 | $13.5M | 0.07% | −62,238−70.2% | Reduced |
| Comerica Bank | 25,645 | $13.2M | 0.07% | +25,645 | New |
| C WorldWide Group Holding A/S | 25,146 | $12.9M | 0.18% | +89+0.4% | Added |
| Cantor Fitzgerald, L. P. | 25,083 | $12.9M | 0.35% | −10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,636 | $12.6M | 0.06% | +1,718+7.5% | Added |
| Standard Life Aberdeen plc | 24,231 | $12.4M | 0.03% | −867−3.5% | Reduced |
| Copeland Capital Management, LLC | 23,587 | $12.1M | 0.26% | −587−2.4% | Reduced |
| 2Xideas AG | 23,397 | $12.0M | 1.33% | +2,537+12.2% | Added |
| Arizona State Retirement System | 22,662 | $11.6M | 0.10% | −224−1.0% | Reduced |
| American International Group, Inc. | 22,629 | $11.6M | 0.08% | −728−3.1% | Reduced |