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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.

Institutional holdersQ3 2023: 832 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ3 2023: $36.7B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2023.

Institutions holding MSCI in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Montag A & Associates Inc159$81.6K0.01%+159New
Farther Finance Advisors, LLC154$78.8K0.01%+27+21.3%Added
Acima Private Wealth, LLC153$78.5K0.03%00.0%Unchanged
Harvest Fund Management Co., Ltd153$78.0K0.01%+146+2,085.7%Added
Parkside Financial Bank & Trust147$75.4K0.02%+15+11.4%Added
Anchor Investment Management, LLC142$72.9K0.01%−941−86.9%Reduced
JFS Wealth Advisors, LLC136$69.8K0.01%00.0%Unchanged
Glassman Wealth Services135$69.3K0.01%−1−0.7%Reduced
Riverview Trust Co133$68.2K0.06%00.0%Unchanged
Picton Mahoney Asset Management125$64.0K0.00%−312−71.4%Reduced
Global Financial Private Client, LLC117$59.3K0.03%00.0%Unchanged
Grove Bank & Trust115$59.0K0.01%+4+3.6%Added
Umb Bank N A111$57.0K0.00%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd109$56.0K0.05%−25−18.7%Reduced
Barrett & Company, Inc.106$54.4K0.03%00.0%Unchanged
Kelly Financial Services LLC103$52.8K0.02%+4+4.0%Added
Hantz Financial Services, Inc.101$52.0K0.00%−6−5.6%Reduced
Annis Gardner Whiting Capital Advisors, LLC100$51.3K0.03%+100New
Livforsakringsbolaget Skandia, Omsesidigt100$51.3K0.01%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.97$50.0K0.03%+97New
Huntington National Bank97$49.8K0.00%−180−65.0%Reduced
MV Capital Management, Inc.91$46.7K0.01%−1−1.1%Reduced
Private Trust Co NA91$46.7K0.01%−13−12.5%Reduced
Resurgent Financial Advisors LLC88$45.2K0.03%−17−16.2%Reduced
Arlington Partners LLC88$45.2K0.02%00.0%Unchanged
Arlington Trust Co LLC88$45.2K0.02%+88New
Clearstead Advisors, LLC85$43.6K0.00%00.0%Unchanged
Quent Capital, LLC81$41.7K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.78$40.2K0.00%−13−14.3%Reduced
Ronald Blue Trust, Inc.80$37.0K0.00%+41+105.1%Added
Carolinas Wealth Consulting LLC72$34.0K0.01%−15−17.2%Reduced
West Tower Group, LLC63$32.3K0.02%−167−72.6%Reduced
Farmers & Merchants Investments Inc61$31.3K0.00%00.0%Unchanged
Headinvest, LLC60$30.4K0.01%+60New
ORG Partners LLC57$29.2K0.01%+56+5,600.0%Added
Taikang Asset Management (Hong Kong) Co Ltd7,157$28.8K0.84%00.0%Unchanged
Cullen/Frost Bankers, Inc.55$28.2K0.00%−100−64.5%Reduced
Osterweis Capital Management Inc52$26.7K0.00%00.0%Unchanged
Optiver Holding B.V.50$25.7K0.00%+50New
Princeton Global Asset Management LLC46$23.7K0.01%00.0%Unchanged
Quarry LP45$23.1K0.01%+45New
Washington Trust Co44$22.6K0.00%+1+2.3%Added
NBC Securities, Inc.44$22.0K0.00%+44New
SRS Capital Advisors, Inc.41$21.0K0.00%+41New
Householder Group Estate & Retirement Specialist, LLC41$21.0K0.01%+41New
Cambridge Trust Co40$20.5K0.00%+3+8.1%Added
Covestor Ltd38$20.0K0.02%+1+2.7%Added
Earnest Partners LLC37$19.0K0.00%00.0%Unchanged
Trust Co of Vermont37$19.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc36$18.5K0.00%−5−12.2%Reduced
Steward Financial Group LLC34$17.0K0.01%+1+3.0%Added
Carmel Capital Partners, LLC31$15.9K0.01%+31New
GPS Wealth Strategies Group, LLC31$15.7K0.00%00.0%Unchanged
Financial Management Professionals, Inc.30$15.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC29$15.0K0.00%+1+3.6%Added
Valley National Advisers Inc29$15.0K0.00%+5+20.8%Added
Larson Financial Group LLC29$14.9K0.00%+7+31.8%Added
Core Alternative Capital27$13.9K0.00%00.0%Unchanged
Asset Dedication, LLC24$13.0K0.00%00.0%Unchanged
LGT Financial Advisors LLC25$12.8K0.02%+25New
GW&K Investment Management, LLC24$12.0K0.00%+3+14.3%Added
Baker Avenue Asset Management, LP23$11.8K0.00%00.0%Unchanged
Venturi Wealth Management, LLC23$11.8K0.00%+4+21.1%Added
AdvisorNet Financial, Inc21$10.8K0.00%−35−62.5%Reduced
Oakworth Capital, Inc.20$10.3K0.00%−28−58.3%Reduced
Hanson & Doremus Investment Management20$10.0K0.00%+20New
Carmichael Hill & Associates, Inc.19$9.75K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.19$9.75K0.00%+7+58.3%Added
GHP Investment Advisors, Inc.19$9.70K0.00%+19New
MCF Advisors LLC18$9.24K0.00%+15+500.0%Added
Harbor Investment Advisory, LLC17$8.72K0.00%00.0%Unchanged
Tucker Asset Management LLC17$8.72K0.00%00.0%Unchanged
Marquette Asset Management, LLC16$8.21K0.00%−8−33.3%Reduced
Stuart Chaussee & Associates, Inc.15$7.70K0.00%00.0%Unchanged
Eagle Bay Advisors LLC15$7.70K0.00%+5+50.0%Added
Atlantic Trust, LLC14$7.18K0.00%+14New
Key Financial Inc13$6.67K0.00%00.0%Unchanged
Abound Wealth Management12$6.16K0.00%+1+9.1%Added
Stonebridge Capital Advisors LLC12$6.16K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC12$6.16K0.00%+1+9.1%Added
Davidson Capital Management Inc.12$6.16K0.00%+4+50.0%Added
Flaharty Asset Management, LLC11$5.65K0.00%+11New
Lee Financial Co11$5.64K0.00%00.0%Unchanged
Delta Asset Management LLC11$5.64K0.00%00.0%Unchanged
Eukles Asset Management11$5.64K0.00%00.0%Unchanged
Versant Capital Management, Inc11$5.64K0.00%00.0%Unchanged
Mascoma Wealth Management LLC11$5.64K0.00%+11New
Independence Bank of Kentucky10$5.13K0.00%00.0%Unchanged
Rational Advisors LLC10$4.69K0.00%00.0%Unchanged
Albion Financial Group9$4.62K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC9$4.62K0.00%−2−18.2%Reduced
Perkins Coie Trust Co9$4.62K0.00%+9New
Manchester Capital Management LLC8$4.11K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc7$4.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$3.59K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC7$3.59K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$3.59K0.00%00.0%Unchanged
Red Tortoise LLC7$3.59K0.00%00.0%Unchanged
JNBA Financial Advisors6$3.08K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$3.08K0.00%00.0%Unchanged