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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 22,444 | $11.5M | 0.07% | −539−2.3% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $11.3M | 1.82% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 21,990 | $11.3M | 0.21% | +27+0.1% | Added |
| Jane Street Group, LLC | 21,784 | $11.2M | 0.02% | +3,537+19.4% | Added |
| Forsta Ap-Fonden | 21,700 | $11.1M | 0.12% | +1,600+8.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,503 | $11.0M | 0.15% | −394−1.8% | Reduced |
| HRT Financial LP | 21,294 | $10.9M | 0.11% | +6,741+46.3% | Added |
| Marsico Capital Management LLC | 21,136 | $10.8M | 0.46% | −2,986−12.4% | Reduced |
| MetLife Investment Management | 21,117 | $10.8M | 0.08% | −778−3.6% | Reduced |
| Amalgamated Bank | 20,834 | $10.7M | 0.09% | −1,512−6.8% | Reduced |
| Handelsbanken Fonder AB | 20,356 | $10.4M | 0.06% | −771−3.6% | Reduced |
| Empower Advisory Group, LLC | 20,282 | $10.4M | 0.05% | −130−0.6% | Reduced |
| RBF Capital, LLC | 20,000 | $10.3M | 0.68% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 19,548 | $10.0M | 0.03% | +11,948+157.2% | Added |
| TCW Group Inc | 18,886 | $9.69M | 0.12% | +18,886 | New |
| Ardevora Asset Management LLP | 18,689 | $9.59M | 0.47% | −16,819−47.4% | Reduced |
| Motley Fool Asset Management LLC | 18,580 | $9.53M | 0.77% | −513−2.7% | Reduced |
| ProShare Advisors LLC | 18,578 | $9.53M | 0.03% | −759−3.9% | Reduced |
| Public Sector Pension Investment Board | 18,420 | $9.45M | 0.07% | +805+4.6% | Added |
| Commerce Bank | 18,364 | $9.42M | 0.07% | −929−4.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,331 | $9.41M | 0.14% | +974+5.6% | Added |
| Walter Public Investments Inc. | 18,142 | $9.31M | 2.21% | −412−2.2% | Reduced |
| Pacer Advisors, Inc. | 18,060 | $9.27M | 0.04% | −1,011−5.3% | Reduced |
| USS Investment Management Ltd | 17,994 | $9.24M | 0.10% | +539+3.1% | Added |
| Texas Permanent School Fund | 18,000 | $9.24M | 0.09% | −625−3.4% | Reduced |
| Retirement Systems of Alabama | 17,883 | $9.18M | 0.04% | −313−1.7% | Reduced |
| Formuepleje A/S | 17,798 | $9.13M | 0.85% | +901+5.3% | Added |
| First Horizon Advisors, Inc. | 17,526 | $8.99M | 0.33% | +1,585+9.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,300 | $8.88M | 0.20% | −315−1.8% | Reduced |
| Marks Group Wealth Management, Inc | 17,234 | $8.84M | 1.09% | +113+0.7% | Added |
| Progressive Investment Management Corp | 16,996 | $8.72M | 2.83% | −212−1.2% | Reduced |
| Shell Asset Management Co | 16,962 | $8.70M | 0.36% | +7,341+76.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,909 | $8.68M | 0.13% | +1,889+12.6% | Added |
| Andra AP-fonden | 16,700 | $8.57M | 0.51% | +200+1.2% | Added |
| Thematics Asset Management | 16,595 | $8.51M | 0.42% | −2,716−14.1% | Reduced |
| IFM Investors Pty Ltd | 16,335 | $8.38M | 0.11% | +739+4.7% | Added |
| Cape Cod Five Cents Savings Bank | 16,080 | $8.25M | 0.45% | +8,090+101.3% | Added |
| Credit Agricole S A | 15,947 | $8.18M | 0.25% | +980+6.5% | Added |
| Xponance, Inc. | 15,906 | $8.16M | 0.11% | −53−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 15,902 | $8.16M | 0.07% | +1,939+13.9% | Added |
| United Capital Financial Advisers, LLC | 15,756 | $8.08M | 0.05% | +332+2.2% | Added |
| Motley Fool Wealth Management, LLC | 15,358 | $7.88M | 0.46% | +560+3.8% | Added |
| Azimuth Capital Investment Management LLC | 15,255 | $7.83M | 0.39% | +166+1.1% | Added |
| Prudential PLC | 14,939 | $7.66M | 0.09% | −3,613−19.5% | Reduced |
| DnB Asset Management AS | 14,678 | $7.53M | 0.04% | +587+4.2% | Added |
| Ensign Peak Advisors, Inc | 14,588 | $7.48M | 0.02% | −5,543−27.5% | Reduced |
| The PNC Financial Services Group, Inc. | 14,524 | $7.45M | 0.01% | +2,274+18.6% | Added |
| Stifel Financial Corp | 14,410 | $7.40M | 0.01% | +2,350+19.5% | Added |
| Mariner, LLC | 14,237 | $7.30M | 0.02% | +677+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 14,082 | $7.23M | 0.11% | +3,385+31.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,038 | $7.20M | 0.10% | +1,828+15.0% | Added |
| Connectus Wealth, LLC | 13,909 | $7.14M | 0.16% | −1,904−12.0% | Reduced |
| Czech National Bank | 13,823 | $7.09M | 0.11% | +4,346+45.9% | Added |
| Silvant Capital Management LLC | 13,603 | $6.98M | 0.42% | 00.0% | Unchanged |
| AQR Capital Management LLC | 13,412 | $6.88M | 0.01% | −7,939−37.2% | Reduced |
| Axxcess Wealth Management, LLC | 13,315 | $6.83M | 0.23% | +274+2.1% | Added |
| Utah Retirement Systems | 13,220 | $6.78M | 0.10% | −122−0.9% | Reduced |
| Transform Wealth, LLC | 13,186 | $6.77M | 0.71% | −4,195−24.1% | Reduced |
| Cambridge Financial Group, Inc. | 12,985 | $6.66M | 3.63% | +12,985 | New |
| Caisse de Depot Et Placement du Quebec | 12,934 | $6.64M | 0.02% | −11,086−46.2% | Reduced |
| Polar Capital Holdings Plc | 12,900 | $6.62M | 0.05% | −3,612−21.9% | Reduced |
| CIBC World Markets Corp | 12,702 | $6.52M | 0.06% | −3,632−22.2% | Reduced |
| Strategic Global Advisors, LLC | 12,610 | $6.47M | 1.08% | +5,376+74.3% | Added |
| Middleton & Co Inc | 12,569 | $6.45M | 0.89% | −379−2.9% | Reduced |
| ING Groep NV | 12,546 | $6.44M | 0.06% | −1,508−10.7% | Reduced |
| MML Investors Services, LLC | 12,457 | $6.39M | 0.04% | −90−0.7% | Reduced |
| New York Life Investment Management LLC | 12,240 | $6.28M | 0.07% | −203−1.6% | Reduced |
| Mutual of America Capital Management LLC | 12,230 | $6.27M | 0.08% | −1,621−11.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,936 | $6.12M | 0.01% | +376+3.3% | Added |
| AMG National Trust Bank | 11,839 | $6.07M | 0.21% | +30+0.3% | Added |
| State of Alaska, Department of Revenue | 11,775 | $6.04M | 0.08% | −525−4.3% | Reduced |
| Evoke Wealth, LLC | 11,585 | $5.94M | 0.21% | −55−0.5% | Reduced |
| Acadian Asset Management LLC | 11,518 | $5.91M | 0.02% | −15,192−56.9% | Reduced |
| Teacher Retirement System of Texas | 11,321 | $5.81M | 0.04% | +4,763+72.6% | Added |
| Logan Capital Management Inc | 11,260 | $5.78M | 0.29% | −97−0.9% | Reduced |
| Totem Point Management, LLC | 11,130 | $5.71M | 8.10% | −7,236−39.4% | Reduced |
| AE Wealth Management LLC | 10,919 | $5.60M | 0.03% | +304+2.9% | Added |
| Baldwin Brothers Inc | 10,761 | $5.52M | 0.48% | −645−5.7% | Reduced |
| Yousif Capital Management, LLC | 10,533 | $5.40M | 0.07% | −442−4.0% | Reduced |
| K.J. Harrison & Partners Inc | 10,445 | $5.36M | 1.21% | −200−1.9% | Reduced |
| First Republic Investment Management, Inc. | 9,944 | $5.10M | 0.01% | −5,350−35.0% | Reduced |
| Bell Asset Management Ltd | 9,902 | $5.08M | 0.84% | +28+0.3% | Added |
| Fernwood Investment Management, LLC | 9,734 | $5.00M | 1.80% | +72+0.7% | Added |
| Swiss Life Asset Management Ltd | 9,351 | $4.80M | 0.07% | −9,486−50.4% | Reduced |
| Nissay Asset Management Corp | 9,282 | $4.76M | 0.04% | +274+3.0% | Added |
| Daiwa Securities Group Inc. | 9,232 | $4.74M | 0.03% | +992+12.0% | Added |
| Empire Life Investments Inc. | 9,188 | $4.71M | 0.35% | −32−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,164 | $4.70M | 0.25% | +178+2.0% | Added |
| Mackenzie Financial Corp | 9,061 | $4.49M | 0.01% | +595+7.0% | Added |
| Vident Advisory, LLC | 8,570 | $4.40M | 0.14% | +8,570 | New |
| Bank of Nova Scotia | 8,563 | $4.39M | 0.01% | −77,091−90.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 8,527 | $4.38M | 0.37% | +3,583+72.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,475 | $4.35M | 0.01% | +218+2.6% | Added |
| Cresset Asset Management, LLC | 8,250 | $4.23M | 0.03% | +5,279+177.7% | Added |
| CWM Advisors, LLC | 8,058 | $4.13M | 0.53% | −1,773−18.0% | Reduced |
| TD Private Client Wealth LLC | 7,956 | $4.08M | 0.18% | −398−4.8% | Reduced |
| Donaldson Capital Management, LLC | 7,930 | $4.07M | 0.19% | +176+2.3% | Added |
| JustInvest LLC | 7,894 | $4.05M | 0.12% | +424+5.7% | Added |
| Clear Harbor Asset Management, LLC | 7,847 | $4.03M | 0.42% | −154−1.9% | Reduced |
| Munro Partners | 7,619 | $3.91M | 0.20% | +3,205+72.6% | Added |