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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 1,243 | $637.8K | 0.05% | −159−11.3% | Reduced |
| Snowden Capital Advisors LLC | 1,233 | $632.6K | 0.03% | +42+3.5% | Added |
| Quantitative Investment Management, LLC | 1,223 | $627.0K | 0.10% | +1,223 | New |
| GTS Securities LLC | 1,222 | $627.0K | 0.01% | +1,222 | New |
| DoubleLine ETF Adviser LP | 1,218 | $624.9K | 0.22% | +38+3.2% | Added |
| Quintet Private Bank (Europe) S.A. | 1,211 | $621.1K | 0.04% | +1,021+537.4% | Added |
| Natixis Investment Managers International | 1,209 | $620.3K | 0.05% | +96+8.6% | Added |
| Coldstream Capital Management Inc | 1,190 | $610.5K | 0.02% | −45−3.6% | Reduced |
| Pinnacle Associates Ltd | 1,182 | $606.5K | 0.01% | +6+0.5% | Added |
| Bradley Foster & Sargent Inc | 1,292 | $606.3K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,170 | $603.0K | 0.06% | +227+24.1% | Added |
| Balboa Wealth Partners | 1,168 | $599.3K | 0.22% | −229−16.4% | Reduced |
| Institute for Wealth Management, LLC. | 1,167 | $598.8K | 0.11% | +1+0.1% | Added |
| Harbor Capital Advisors, Inc. | 1,166 | $598.3K | 0.13% | −16−1.4% | Reduced |
| Scotia Capital Inc. | 1,159 | $594.7K | 0.00% | +578+99.5% | Added |
| Oppenheimer & Co Inc | 1,156 | $593.1K | 0.01% | +1,156 | New |
| Signaturefd, LLC | 1,155 | $592.6K | 0.02% | +77+7.1% | Added |
| Pier Capital, LLC | 1,145 | $587.5K | 0.09% | −24−2.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,130 | $579.8K | 0.09% | +87+8.3% | Added |
| Roundview Capital LLC | 1,105 | $567.0K | 0.06% | +1+0.1% | Added |
| Centiva Capital, LP | 1,102 | $565.4K | 0.03% | +491+80.4% | Added |
| TrimTabs Asset Management, LLC | 1,093 | $560.8K | 0.30% | −643−37.0% | Reduced |
| Advisors Asset Management, Inc. | 1,089 | $558.7K | 0.01% | +10+0.9% | Added |
| Emerald Advisers, LLC | 1,088 | $558.2K | 0.03% | +1,088 | New |
| Stanley-Laman Group, Ltd. | 1,069 | $548.5K | 0.09% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 1,065 | $546.4K | 0.01% | −346−24.5% | Reduced |
| Evercore Wealth Management, LLC | 1,063 | $545.4K | 0.01% | +35+3.4% | Added |
| Inceptionr LLC | 1,055 | $541.3K | 0.31% | +1,055 | New |
| Lincoln National Corp | 1,040 | $533.6K | 0.01% | −58−5.3% | Reduced |
| Cipher Capital LP | 1,021 | $523.9K | 0.37% | +1,021 | New |
| WR Wealth Planners, LLC | 1,017 | $521.8K | 0.20% | +47+4.8% | Added |
| Dana Investment Advisors, Inc. | 1,008 | $517.2K | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $513.1K | 0.11% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 990 | $507.9K | 0.06% | +990 | New |
| HB Wealth Management, LLC | 959 | $492.0K | 0.01% | +324+51.0% | Added |
| Fidelis Capital Partners, LLC | 933 | $478.7K | 0.16% | −34−3.5% | Reduced |
| Aigen Investment Management, LP | 925 | $474.6K | 0.09% | +925 | New |
| Trust Asset Management LLC | 919 | $471.5K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 918 | $471.1K | 0.00% | +144+18.6% | Added |
| MAI Capital Management | 913 | $468.4K | 0.01% | −41−4.3% | Reduced |
| Ameritas Investment Partners, Inc. | 913 | $468.4K | 0.02% | −37−3.9% | Reduced |
| Profund Advisors LLC | 905 | $464.3K | 0.03% | −52−5.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 903 | $464.0K | 0.00% | +903 | New |
| Pitcairn Co | 901 | $462.3K | 0.04% | +18+2.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 895 | $459.2K | 0.02% | +120+15.5% | Added |
| Raymond James Trust N.A. | 888 | $455.6K | 0.01% | +38+4.5% | Added |
| Resources Investment Advisors, LLC. | 879 | $450.9K | 0.01% | −13−1.5% | Reduced |
| Ascent Wealth Partners, LLC | 877 | $450.0K | 0.08% | +117+15.4% | Added |
| Veriti Management LLC | 863 | $442.8K | 0.05% | +7+0.8% | Added |
| RFG Advisory, LLC | 854 | $438.2K | 0.02% | −4−0.5% | Reduced |
| Meridian Wealth Management, LLC | 852 | $437.3K | 0.03% | −92−9.7% | Reduced |
| Bryn Mawr Trust Co | 851 | $436.6K | 0.02% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 848 | $436.0K | 0.37% | +848 | New |
| Symmetry Partners, LLC | 848 | $435.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 846 | $434.1K | 0.09% | +846 | New |
| Penserra Capital Management LLC | 848 | $434.0K | 0.01% | −58−6.4% | Reduced |
| Schechter Investment Advisors, LLC | 845 | $433.6K | 0.04% | +845 | New |
| Cigna Investments Inc | 843 | $432.0K | 0.10% | −115−12.0% | Reduced |
| DF Dent & Co Inc | 834 | $427.9K | 0.01% | +330+65.5% | Added |
| Burney Co | 834 | $427.9K | 0.02% | +834 | New |
| Camden Capital, LLC | 826 | $423.6K | 0.05% | +10+1.2% | Added |
| Boit C F David | 810 | $410.7K | 0.28% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 800 | $410.5K | 0.03% | +800 | New |
| National Asset Management, Inc. | 799 | $410.1K | 0.01% | +208+35.2% | Added |
| CNB Bank | 799 | $410.0K | 0.24% | +95+13.5% | Added |
| Empowered Funds, LLC | 795 | $407.9K | 0.01% | +145+22.3% | Added |
| AdvisorShares Investments LLC | 791 | $405.8K | 0.11% | +791 | New |
| Geller Advisors LLC | 790 | $405.3K | 0.05% | +790 | New |
| Davy Global Fund Management Ltd | 789 | $404.8K | 0.08% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 788 | $404.3K | 0.03% | −7−0.9% | Reduced |
| Cetera Advisors LLC | 785 | $402.9K | 0.01% | +54+7.4% | Added |
| Lido Advisors, LLC | 782 | $401.1K | 0.00% | +48+6.5% | Added |
| Elk River Wealth Management, LLC | 780 | $400.2K | 0.09% | 00.0% | Unchanged |
| Bishop Rock Capital, L.P. | 778 | $399.2K | 1.64% | −2,012−72.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 778 | $399.2K | 0.04% | +778 | New |
| Texas Capital Bank Wealth Management Services Inc | 776 | $398.1K | 0.05% | −75−8.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 767 | $393.5K | 0.12% | −71−8.5% | Reduced |
| Mather Group, LLC. | 763 | $391.4K | 0.01% | +90+13.4% | Added |
| Menard Financial Group LLC | 760 | $390.0K | 0.56% | +760 | New |
| Checchi Capital Advisers, LLC | 751 | $385.3K | 0.04% | −17−2.2% | Reduced |
| SFMG, LLC | 739 | $379.2K | 0.04% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 799 | $378.2K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 737 | $378.1K | 0.01% | +160+27.7% | Added |
| WBI Investments | 737 | $378.1K | 0.08% | +737 | New |
| Hennion & Walsh Asset Management, Inc. | 735 | $377.1K | 0.02% | +16+2.2% | Added |
| Toth Financial Advisory Corp | 727 | $373.0K | 0.06% | +680+1,446.8% | Added |
| Brown Brothers Harriman & Co | 722 | $370.4K | 0.00% | +54+8.1% | Added |
| Zions Bancorporation, N.A. | 707 | $362.7K | 0.03% | −10−1.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $359.2K | 0.19% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 698 | $358.0K | 0.03% | −3−0.4% | Reduced |
| Quadrant Capital Group LLC | 693 | $355.6K | 0.04% | +36+5.5% | Added |
| Connecticut Wealth Management, LLC | 689 | $353.5K | 0.02% | +689 | New |
| Cornerstone Wealth Management, LLC | 687 | $352.0K | 0.03% | +687 | New |
| JSF Financial, LLC | 683 | $350.4K | 0.14% | −36−5.0% | Reduced |
| Park Place Capital Corp | 679 | $348.4K | 0.10% | −21−3.0% | Reduced |
| Great Lakes Retirement, Inc. | 673 | $345.3K | 0.06% | −90−11.8% | Reduced |
| Siemens Fonds Invest GmbH | 672 | $344.8K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 669 | $343.3K | 0.00% | −21,360−97.0% | Reduced |
| CAPROCK Group, Inc. | 669 | $343.2K | 0.03% | +29+4.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 652 | $334.5K | 0.01% | −616−48.6% | Reduced |