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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 651 | $334.0K | 0.01% | −40−5.8% | Reduced |
| Legacy Advisors, LLC | 646 | $331.4K | 0.05% | +12+1.9% | Added |
| NewEdge Wealth, LLC | 645 | $331.0K | 0.01% | +128+24.8% | Added |
| Kinneret Advisory, LLC | 645 | $330.9K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 644 | $330.9K | 0.01% | +13+2.1% | Added |
| La Banque Postale Asset Management SA | 640 | $328.4K | 0.01% | +211+49.2% | Added |
| Apeiron RIA LLC | 639 | $327.8K | 0.11% | +31+5.1% | Added |
| Jump Financial, LLC | 636 | $326.3K | 0.01% | −10,639−94.4% | Reduced |
| Clarius Group, LLC | 625 | $320.7K | 0.03% | −314−33.4% | Reduced |
| Sigma Planning Corp | 615 | $315.6K | 0.01% | +81+15.2% | Added |
| D.A. Davidson & Co. | 614 | $315.0K | 0.00% | +614 | New |
| Braun-Bostich & Associates Inc. | 602 | $308.9K | 0.58% | +602 | New |
| WJ Wealth Management, LLC | 600 | $307.8K | 0.15% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $307.8K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 587 | $301.2K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 581 | $298.3K | 0.01% | −12−2.0% | Reduced |
| Graypoint LLC | 580 | $297.6K | 0.03% | +33+6.0% | Added |
| MJP Associates Inc | 578 | $296.4K | 0.09% | +142+32.6% | Added |
| Fenimore Asset Management Inc | 572 | $293.5K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 572 | $293.5K | 0.01% | +20+3.6% | Added |
| Gilbert & Cook, Inc. | 571 | $293.0K | 0.05% | +571 | New |
| Foundry Partners, LLC | 570 | $292.5K | 0.02% | −236−29.3% | Reduced |
| J2 Capital Management Inc | 564 | $289.4K | 0.37% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 561 | $287.8K | 0.02% | +35+6.7% | Added |
| TRUE Private Wealth Advisors | 554 | $284.3K | 0.04% | +98+21.5% | Added |
| Valeo Financial Advisors, LLC | 545 | $279.6K | 0.01% | +110+25.3% | Added |
| Horizon Investments, LLC | 538 | $275.3K | 0.01% | +4+0.7% | Added |
| Simon Quick Advisors, LLC | 536 | $275.1K | 0.03% | +536 | New |
| Whittier Trust Co of Nevada Inc | 533 | $273.5K | 0.01% | +7+1.3% | Added |
| Chilton Investment Co LLC | 530 | $271.9K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 522 | $267.8K | 0.04% | +522 | New |
| Fishman Jay A Ltd | 520 | $266.8K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 515 | $264.3K | 0.05% | +515 | New |
| Forum Financial Management, LP | 514 | $263.7K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 508 | $260.6K | 0.03% | +508 | New |
| BluePath Capital Management, LLC | 499 | $256.1K | 0.24% | +499 | New |
| Stephens Inc | 496 | $254.5K | 0.00% | +496 | New |
| Kolinsky Wealth Management, LLC | 495 | $254.0K | 0.25% | +10+2.1% | Added |
| Prospera Financial Services Inc | 487 | $252.3K | 0.01% | +32+7.0% | Added |
| EP Wealth Advisors, LLC | 483 | $247.8K | 0.00% | −25,345−98.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 480 | $246.3K | 0.02% | −790−62.2% | Reduced |
| Catalyst Capital Advisors LLC | 480 | $246.3K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 480 | $246.3K | 0.05% | +480 | New |
| Capital Advisors, Ltd. LLC | 477 | $245.0K | 0.04% | +19+4.1% | Added |
| Conning Inc. | 477 | $244.7K | 0.01% | −13−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 477 | $244.7K | 0.00% | −18−3.6% | Reduced |
| Intech Investment Management LLC | 472 | $242.2K | 0.00% | −1,039−68.8% | Reduced |
| Wealthspire Advisors, LLC | 472 | $242.2K | 0.00% | +472 | New |
| EverSource Wealth Advisors, LLC | 466 | $239.1K | 0.03% | +53+12.8% | Added |
| Independent Advisor Alliance | 461 | $236.6K | 0.01% | −17−3.6% | Reduced |
| Sentry Investment Management LLC | 460 | $236.0K | 0.11% | −984−68.1% | Reduced |
| DuPont Capital Management Corp | 457 | $234.5K | 0.02% | −22,348−98.0% | Reduced |
| Meritage Group LP | 454 | $233.0K | 0.01% | −131−22.4% | Reduced |
| WealthBridge Capital Management, LLC | 451 | $231.4K | 0.10% | −5−1.1% | Reduced |
| Baader Bank INC | 504 | $230.4K | 0.02% | +504 | New |
| Renasant Bank | 448 | $229.9K | 0.19% | +8+1.8% | Added |
| Summit Trail Advisors, LLC | 446 | $228.8K | 0.01% | +446 | New |
| Ancora Advisors, LLC | 444 | $227.8K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 444 | $227.8K | 0.03% | +15+3.5% | Added |
| Crestmont Private Wealth LLC | 441 | $226.3K | 0.14% | −95−17.7% | Reduced |
| Values First Advisors, Inc. | 433 | $221.9K | 0.14% | +433 | New |
| Robertson Stephens Wealth Management, LLC | 429 | $220.1K | 0.01% | +429 | New |
| Dorsey & Whitney Trust CO LLC | 425 | $218.1K | 0.02% | +425 | New |
| Sound View Wealth Advisors Group, LLC | 424 | $217.5K | 0.03% | +424 | New |
| Smithfield Trust Co | 417 | $215.0K | 0.01% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 415 | $212.9K | 0.00% | +415 | New |
| DRW Securities, LLC | 410 | $210.0K | 0.02% | −197−32.5% | Reduced |
| Wrapmanager Inc | 409 | $209.8K | 0.07% | +409 | New |
| Kathmere Capital Management, LLC | 403 | $206.8K | 0.03% | +403 | New |
| Blue Edge Capital, LLC | 400 | $205.2K | 0.04% | +400 | New |
| Mayflower Financial Advisors, LLC | 400 | $205.2K | 0.03% | +400 | New |
| V-Square Quantitative Management LLC | 400 | $205.2K | 0.09% | +400 | New |
| Waldron Private Wealth LLC | 398 | $204.2K | 0.01% | +398 | New |
| Scholtz & Company, LLC | 398 | $204.0K | 0.13% | +398 | New |
| Wealth Alliance | 394 | $202.3K | 0.03% | −171−30.3% | Reduced |
| Gryphon Financial Partners LLC | 394 | $202.2K | 0.05% | +394 | New |
| Choate Investment Advisors | 392 | $201.1K | 0.01% | +392 | New |
| Sunbelt Securities, Inc. | 389 | $199.6K | 0.03% | −4−1.0% | Reduced |
| Whittier Trust Co | 372 | $190.9K | 0.00% | +66+21.6% | Added |
| Global Retirement Partners, LLC | 372 | $186.6K | 0.01% | +12+3.3% | Added |
| Magellan Asset Management Ltd | 347 | $178.0K | 0.00% | +13+3.9% | Added |
| Exchange Traded Concepts, LLC | 341 | $175.0K | 0.00% | +265+348.7% | Added |
| IFP Advisors, Inc | 315 | $161.7K | 0.01% | −144−31.4% | Reduced |
| Desjardins Global Asset Management Inc. | 292 | $149.8K | 0.02% | −284−49.3% | Reduced |
| Leonteq Securities AG | 289 | $148.3K | 0.02% | −622−68.3% | Reduced |
| TD Waterhouse Canada Inc. | 248 | $137.6K | 0.00% | −26−9.5% | Reduced |
| JCIC Asset Management Inc. | 265 | $136.0K | 0.07% | −15−5.4% | Reduced |
| Godsey & Gibb Associates | 250 | $128.3K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $128.2K | 0.06% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $125.8K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 241 | $124.0K | 0.04% | −12−4.7% | Reduced |
| Proequities, Inc. | 232 | $119.0K | 0.01% | +69+42.3% | Added |
| Harbour Investments, Inc. | 224 | $114.9K | 0.01% | +15+7.2% | Added |
| Goldstream Capital Management Ltd | 211 | $108.3K | 0.09% | 00.0% | Unchanged |
| Spire Wealth Management | 211 | $108.3K | 0.00% | +9+4.5% | Added |
| Massmutual Trust Co FSB | 207 | $106.2K | 0.00% | +26+14.4% | Added |
| Alta Advisers Ltd | 200 | $102.6K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 189 | $97.0K | 0.00% | −65−25.6% | Reduced |
| Lindbrook Capital, LLC | 180 | $92.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 177 | $91.0K | 0.00% | −48−21.3% | Reduced |