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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 7,569 | $3.88M | 0.07% | +1,384+22.4% | Added |
| Cornerstone Advisors, LLC | 7,400 | $3.80M | 0.18% | +400+5.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 7,383 | $3.79M | 0.02% | +7,383 | New |
| Fifth Third Bancorp | 7,346 | $3.77M | 0.02% | +14+0.2% | Added |
| Advisors Capital Management, LLC | 7,342 | $3.77M | 0.10% | +7,342 | New |
| iA Global Asset Management Inc. | 7,310 | $3.75M | 0.10% | −1,062−12.7% | Reduced |
| Gulf International Bank (UK) Ltd | 7,298 | $3.74M | 0.11% | −845−10.4% | Reduced |
| Abn Amro Investment Solutions | 7,279 | $3.73M | 0.07% | +2,114+40.9% | Added |
| British Columbia Investment Management Corp | 7,278 | $3.73M | 0.04% | +59+0.8% | Added |
| Financial Counselors Inc | 7,253 | $3.72M | 0.07% | +148+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 7,202 | $3.69M | 0.04% | 00.0% | Unchanged |
| Twin Tree Management, LP | 7,132 | $3.66M | 0.12% | −21,792−75.3% | Reduced |
| PGGM Investments | 7,125 | $3.66M | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,031 | $3.61M | 0.01% | +897+14.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,020 | $3.60M | 0.01% | +1,362+24.1% | Added |
| Cerity Partners LLC | 6,918 | $3.55M | 0.02% | −948−12.1% | Reduced |
| Clearbridge Investments, LLC | 6,819 | $3.50M | 0.00% | +1,024+17.7% | Added |
| Spouting Rock Asset Management, LLC | 6,791 | $3.48M | 1.11% | +3,319+95.6% | Added |
| Level Four Advisory Services, LLC | 6,696 | $3.44M | 0.22% | +206+3.2% | Added |
| Edgestream Partners, L.P. | 6,591 | $3.38M | 0.27% | −1,748−21.0% | Reduced |
| Wealthfront Advisers LLC | 6,510 | $3.34M | 0.01% | −174−2.6% | Reduced |
| Creative Planning | 6,454 | $3.31M | 0.00% | +317+5.2% | Added |
| Capital International Sarl | 6,450 | $3.31M | 0.15% | −1,585−19.7% | Reduced |
| FORA Capital, LLC | 6,448 | $3.31M | 0.29% | +1,003+18.4% | Added |
| Kentucky Retirement Systems | 6,433 | $3.30M | 0.11% | −4−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 6,420 | $3.29M | 0.02% | +5,907+1,151.5% | Added |
| Candriam Luxembourg S.C.A. | 6,160 | $3.16M | 0.03% | −321−5.0% | Reduced |
| Oregon Public Employees Retirement Fund | 6,142 | $3.15M | 0.04% | −61−1.0% | Reduced |
| Synovus Financial Corp | 6,139 | $3.15M | 0.04% | −728−10.6% | Reduced |
| Tsai Capital Corp | 6,114 | $3.14M | 3.00% | +466+8.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,096 | $3.12M | 0.00% | −1,091−15.2% | Reduced |
| Maryland State Retirement & Pension System | 5,936 | $3.05M | 0.07% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 5,817 | $2.98M | 0.06% | −7−0.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,666 | $2.91M | 2.85% | +5,666 | New |
| Securian Asset Management, Inc | 5,641 | $2.89M | 0.09% | −1,041−15.6% | Reduced |
| Hartford Investment Management Co | 5,620 | $2.88M | 0.12% | −224−3.8% | Reduced |
| Kingfisher Capital LLC | 5,591 | $2.87M | 0.78% | +14+0.3% | Added |
| Northwest & Ethical Investments L.P. | 5,533 | $2.84M | 0.10% | +1,968+55.2% | Added |
| Redwood Investments, LLC | 5,528 | $2.84M | 0.38% | −46−0.8% | Reduced |
| Advisor Partners II, LLC | 5,468 | $2.81M | 0.11% | +181+3.4% | Added |
| Quantbot Technologies LP | 5,441 | $2.79M | 0.19% | −17,833−76.6% | Reduced |
| Ethic Inc. | 5,399 | $2.77M | 0.10% | −392−6.8% | Reduced |
| Banco Santander, S.A. | 5,382 | $2.76M | 0.04% | −176−3.2% | Reduced |
| Assetmark, Inc | 5,377 | $2.76M | 0.01% | +768+16.7% | Added |
| Bessemer Group Inc | 5,334 | $2.74M | 0.01% | −420−7.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,081 | $2.65M | 0.06% | −259−4.9% | Reduced |
| Aurora Investment Managers, LLC. | 5,132 | $2.63M | 2.23% | −373−6.8% | Reduced |
| US Bancorp | 5,077 | $2.61M | 0.00% | +185+3.8% | Added |
| Natixis | 5,024 | $2.58M | 0.02% | +758+17.8% | Added |
| Point72 Middle East FZE | 5,002 | $2.57M | 0.16% | −18,304−78.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,938 | $2.53M | 0.08% | +3,514+246.8% | Added |
| Louisiana State Employees Retirement System | 4,900 | $2.51M | 0.06% | −100−2.0% | Reduced |
| First Foundation Advisors | 4,778 | $2.45M | 0.11% | +4,778 | New |
| Ghe, LLC | 4,746 | $2.44M | 1.65% | +42+0.9% | Added |
| Alps Advisors Inc | 4,723 | $2.42M | 0.02% | −4,883−50.8% | Reduced |
| Colony Group LLC | 4,711 | $2.42M | 0.04% | −40−0.8% | Reduced |
| Sumitomo Life Insurance Co | 4,690 | $2.41M | 0.07% | +1,324+39.3% | Added |
| Gamco Investors, Inc. Et Al | 4,653 | $2.39M | 0.03% | −87−1.8% | Reduced |
| Oppenheimer Asset Management Inc. | 4,608 | $2.36M | 0.04% | +2,096+83.4% | Added |
| Fiduciary Trust Co | 4,407 | $2.26M | 0.04% | +1,696+62.6% | Added |
| Ieq Capital, LLC | 4,397 | $2.26M | 0.05% | −989−18.4% | Reduced |
| Cornercap Investment Counsel Inc | 4,386 | $2.25M | 0.41% | +50+1.2% | Added |
| Freedom Day Solutions, LLC | 4,382 | $2.25M | 0.99% | +28+0.6% | Added |
| Eqis Capital Management, Inc. | 4,370 | $2.24M | 0.27% | −3,551−44.8% | Reduced |
| Cumberland Partners Ltd | 4,333 | $2.22M | 0.21% | −31−0.7% | Reduced |
| Shelton Capital Management | 4,310 | $2.21M | 0.08% | +3,800+745.1% | Added |
| Alamar Capital Management, LLC | 4,285 | $2.20M | 2.08% | +318+8.0% | Added |
| Boston Financial Mangement LLC | 4,244 | $2.18M | 0.08% | +107+2.6% | Added |
| Ci Investments Inc. | 4,216 | $2.16M | 0.01% | +1,482+54.2% | Added |
| Dakota Wealth Management | 4,211 | $2.16M | 0.10% | −76−1.8% | Reduced |
| New Mexico Educational Retirement Board | 4,200 | $2.15M | 0.09% | +300+7.7% | Added |
| Ritholtz Wealth Management | 4,144 | $2.13M | 0.10% | +9+0.2% | Added |
| Cetera Advisor Networks LLC | 4,122 | $2.12M | 0.01% | +970+30.8% | Added |
| GWM Advisors LLC | 4,100 | $2.10M | 0.02% | +456+12.5% | Added |
| Echo Street Capital Management LLC | 4,006 | $2.06M | 0.02% | −2,323−36.7% | Reduced |
| Vinva Investment Management Ltd | 3,936 | $2.05M | 0.20% | +1,420+56.4% | Added |
| Cetera Investment Advisers | 3,989 | $2.05M | 0.02% | +41+1.0% | Added |
| Atlantic Union Bankshares Corp | 3,979 | $2.04M | 0.21% | +155+4.1% | Added |
| Bokf, NA | 4,265 | $2.01M | 0.04% | −76−1.8% | Reduced |
| PDT Partners, LLC | 3,913 | $2.01M | 0.25% | +11+0.3% | Added |
| EFG Asset Management (Americas) Corp. | 3,901 | $2.00M | 0.48% | +69+1.8% | Added |
| Engineers Gate Manager LP | 3,822 | $1.96M | 0.07% | −19,643−83.7% | Reduced |
| Mawer Investment Management Ltd. | 3,771 | $1.93M | 0.01% | +347+10.1% | Added |
| QRG Capital Management, Inc. | 3,758 | $1.93M | 0.03% | +3,758 | New |
| PFG Advisors | 3,736 | $1.92M | 0.17% | −873−18.9% | Reduced |
| King Luther Capital Management Corp | 3,661 | $1.88M | 0.01% | −105−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,611 | $1.85M | 0.03% | −1,306−26.6% | Reduced |
| E. Ohman J:or Asset Management AB | 3,512 | $1.80M | 0.07% | −200−5.4% | Reduced |
| Garrison Asset Management, LLC | 3,474 | $1.78M | 1.09% | +3,474 | New |
| XTX Topco Ltd | 3,446 | $1.77M | 0.30% | +2,842+470.5% | Added |
| First Hawaiian Bank | 3,445 | $1.77M | 0.06% | +86+2.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,325 | $1.71M | 0.01% | +3,325 | New |
| Metropolitan Life Insurance Co | 3,273 | $1.68M | 0.09% | −217−6.2% | Reduced |
| Park Avenue Securities LLC | 3,252 | $1.67M | 0.03% | +3,252 | New |
| Susquehanna Fundamental Investments, LLC | 3,207 | $1.65M | 0.11% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,179 | $1.63M | 0.19% | −8,552−72.9% | Reduced |
| Janney Montgomery Scott LLC | 3,176 | $1.63M | 0.01% | −129−3.9% | Reduced |
| Pathstone Family Office, LLC | 3,165 | $1.62M | 0.01% | +2,135+207.3% | Added |
| Change Path, LLC | 3,132 | $1.61M | 0.12% | −402−11.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,085 | $1.58M | 0.01% | +182+6.3% | Added |