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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 3,037 | $1.56M | 0.15% | −21−0.7% | Reduced |
| Davenport & Co LLC | 3,001 | $1.54M | 0.01% | −294−8.9% | Reduced |
| Toroso Investments, LLC | 2,972 | $1.52M | 0.05% | +465+18.5% | Added |
| City Holding Co | 2,962 | $1.52M | 0.27% | +200+7.2% | Added |
| Summit Global Investments | 2,956 | $1.52M | 0.10% | +2,374+407.9% | Added |
| Everence Capital Management Inc | 2,937 | $1.51M | 0.12% | 00.0% | Unchanged |
| Crestline Management, LP | 2,929 | $1.50M | 0.18% | −6,068−67.4% | Reduced |
| Metis Global Partners, LLC | 2,891 | $1.48M | 0.07% | +486+20.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,872 | $1.47M | 0.11% | −2−0.1% | Reduced |
| CIBC World Markets Inc. | 2,869 | $1.47M | 0.01% | +1,550+117.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,862 | $1.47M | 0.14% | +522+22.3% | Added |
| Empirical Finance, LLC | 2,763 | $1.42M | 0.10% | +249+9.9% | Added |
| Quantinno Capital Management LP | 2,742 | $1.41M | 0.06% | +2,141+356.2% | Added |
| Perpetual Ltd | 2,736 | $1.40M | 0.01% | −906−24.9% | Reduced |
| Fairbanks Capital Management, Inc. | 2,735 | $1.40M | 1.18% | −136−4.7% | Reduced |
| Captrust Financial Advisors | 2,705 | $1.39M | 0.01% | +25+0.9% | Added |
| Canandaigua National Bank & Trust Co | 2,662 | $1.37M | 0.22% | −117−4.2% | Reduced |
| Greenleaf Trust | 2,630 | $1.35M | 0.02% | +25+1.0% | Added |
| Advisor OS, LLC | 2,592 | $1.33M | 0.20% | +77+3.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,496 | $1.28M | 0.03% | −30−1.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.24M | 0.53% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,418 | $1.24M | 0.11% | +531+28.1% | Added |
| Agf Management Ltd | 2,414 | $1.24M | 0.01% | −15,008−86.1% | Reduced |
| Monumental Financial Group Inc. | 2,338 | $1.20M | 0.80% | +65+2.9% | Added |
| Fortis Capital Management LLC | 2,301 | $1.18M | 0.37% | +255+12.5% | Added |
| AXS Investments LLC | 2,292 | $1.18M | 0.30% | −167−6.8% | Reduced |
| Atria Wealth Solutions, Inc. | 2,281 | $1.17M | 0.02% | −191−7.7% | Reduced |
| Mercer Global Advisors Inc | 2,277 | $1.17M | 0.00% | −1,669−42.3% | Reduced |
| ProVise Management Group, LLC | 2,264 | $1.16M | 0.11% | 00.0% | Unchanged |
| First Trust Advisors LP | 2,258 | $1.16M | 0.00% | −26,214−92.1% | Reduced |
| Bennett Selby Investments LP | 2,243 | $1.15M | 0.67% | +15+0.7% | Added |
| Value Partners Investments Inc. | 2,220 | $1.14M | 0.09% | +154+7.5% | Added |
| Segment Wealth Management, LLC | 2,212 | $1.13M | 0.12% | +260+13.3% | Added |
| Bleakley Financial Group, LLC | 2,192 | $1.12M | 0.04% | −113−4.9% | Reduced |
| Sawtooth Solutions, LLC | 2,192 | $1.12M | 0.04% | −109−4.7% | Reduced |
| Apollon Wealth Management, LLC | 2,188 | $1.12M | 0.06% | +295+15.6% | Added |
| Pinebridge Investments, L.P. | 2,168 | $1.11M | 0.01% | +2,168 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 2,119 | $1.09M | 0.00% | −6,981−76.7% | Reduced |
| Achmea Investment Management B.V. | 2,111 | $1.08M | 0.02% | −2,319−52.3% | Reduced |
| Birinyi Associates Inc | 2,102 | $1.08M | 0.43% | −100−4.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 2,084 | $1.07M | 0.23% | +96+4.8% | Added |
| Woodline Partners LP | 2,082 | $1.07M | 0.01% | +397+23.6% | Added |
| Sompo Asset Management Co., Ltd. | 2,060 | $1.06M | 0.23% | −250−10.8% | Reduced |
| Chartwell Investment Partners, LLC | 1,999 | $1.03M | 0.04% | +277+16.1% | Added |
| Great Lakes Advisors, LLC | 1,981 | $1.02M | 0.01% | +3+0.2% | Added |
| Arbor Capital Management Inc | 2,027 | $999.3K | 0.89% | +60+3.1% | Added |
| Fox Run Management, L.L.C. | 1,938 | $994.3K | 0.29% | −81−4.0% | Reduced |
| Balyasny Asset Management LLC | 1,936 | $993.3K | 0.00% | +194+11.1% | Added |
| Point72 Asset Management, L.P. | 1,935 | $992.8K | 0.00% | +1,521+367.4% | Added |
| Westpac Banking Corp | 1,911 | $980.5K | 0.07% | +49+2.6% | Added |
| Kestra Advisory Services, LLC | 1,899 | $974.3K | 0.01% | +685+56.4% | Added |
| SRN Advisors, LLC | 1,889 | $969.2K | 0.96% | +52+2.8% | Added |
| Liberty Wealth Management LLC | 1,883 | $966.0K | 0.24% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,877 | $963.0K | 0.28% | +1,877 | New |
| Buckley Wealth Management, LLC | 1,850 | $949.2K | 0.36% | +45+2.5% | Added |
| Kingswood Wealth Advisors, LLC | 1,814 | $930.7K | 0.16% | +1,814 | New |
| Pearl River Capital, LLC | 1,805 | $926.1K | 0.15% | +1,805 | New |
| Merit Financial Group, LLC | 1,769 | $907.4K | 0.03% | −62−3.4% | Reduced |
| Wetherby Asset Management Inc | 1,755 | $900.5K | 0.05% | +31+1.8% | Added |
| Vestcor Inc | 1,716 | $880.0K | 0.03% | −181−9.5% | Reduced |
| Alberta Investment Management Corp | 1,700 | $872.2K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,695 | $869.7K | 0.01% | −1,446−46.0% | Reduced |
| Keybank National Association | 1,689 | $866.6K | 0.00% | +342+25.4% | Added |
| Blair William & Co | 1,687 | $865.7K | 0.00% | +15+0.9% | Added |
| RB Capital Management, LLC | 1,673 | $858.3K | 0.28% | −8−0.5% | Reduced |
| Advisory Services Network, LLC | 1,657 | $850.0K | 0.02% | +1+0.1% | Added |
| Ballentine Partners, LLC | 1,637 | $839.9K | 0.02% | +19+1.2% | Added |
| Wealth Management Associates, Inc. | 1,633 | $837.9K | 0.49% | +131+8.7% | Added |
| Capital International Ltd | 1,627 | $834.8K | 0.05% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 1,626 | $834.0K | 0.35% | +225+16.1% | Added |
| Linden Thomas Advisory Services, LLC | 1,621 | $831.7K | 0.19% | +1,621 | New |
| Beacon Pointe Advisors, LLC | 1,612 | $827.1K | 0.01% | +650+67.6% | Added |
| CWM, LLC | 1,612 | $827.0K | 0.01% | +96+6.3% | Added |
| Capstone Investment Advisors, LLC | 1,580 | $810.7K | 0.02% | +1,343+566.7% | Added |
| Diversified Trust Co | 1,579 | $810.2K | 0.03% | −11−0.7% | Reduced |
| Palumbo Wealth Management LLC | 1,576 | $808.4K | 0.44% | +472+42.8% | Added |
| Flputnam Investment Management Co | 1,523 | $781.4K | 0.02% | −3,639−70.5% | Reduced |
| Graham Capital Management, L.P. | 1,500 | $769.6K | 0.02% | +838+126.6% | Added |
| Dantai Capital Ltd | 1,500 | $769.6K | 1.65% | +1,500 | New |
| Heartland Bank & Trust Co | 1,494 | $766.5K | 0.61% | +25+1.7% | Added |
| Duality Advisers, LP | 1,480 | $759.4K | 0.09% | −1,758−54.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,450 | $744.0K | 0.03% | +1,450 | New |
| Machina Capital S.A.S. | 1,445 | $741.4K | 0.42% | +932+181.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,436 | $736.8K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,433 | $735.2K | 0.00% | −151−9.5% | Reduced |
| Navellier & Associates Inc | 1,430 | $733.7K | 0.13% | +113+8.6% | Added |
| Cypress Asset Management Inc | 1,423 | $730.1K | 0.24% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,415 | $726.0K | 0.01% | +547+63.0% | Added |
| Grandeur Peak Global Advisors, LLC | 1,404 | $720.4K | 0.05% | −2,562−64.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,400 | $718.0K | 0.00% | +120+9.4% | Added |
| Meeder Advisory Services, Inc. | 1,391 | $713.7K | 0.09% | −331−19.2% | Reduced |
| Signet Financial Management, LLC | 1,388 | $712.4K | 0.12% | −425−23.4% | Reduced |
| HWG Holdings LP | 1,382 | $709.1K | 0.40% | +1,094+379.9% | Added |
| Moody Lynn & Lieberson, LLC | 1,363 | $699.3K | 0.06% | −5−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 1,360 | $698.0K | 0.01% | −1,262−48.1% | Reduced |
| Verdence Capital Advisors LLC | 1,330 | $682.6K | 0.07% | +1,330 | New |
| ExodusPoint Capital Management, LP | 1,320 | $677.0K | 0.01% | −32,068−96.0% | Reduced |
| Oak Ridge Investments LLC | 1,318 | $676.2K | 0.09% | −3−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 1,283 | $658.3K | 0.01% | +506+65.1% | Added |
| LVW Advisors, LLC | 1,253 | $642.9K | 0.14% | +1,253 | New |