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 |
|---|---|---|---|---|---|
| HM Payson & Co | 6 | $3.08K | 0.00% | +6 | New |
| RFP Financial Group LLC | 6 | $3.08K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6 | $3.08K | 0.00% | +6 | New |
| Coston, McIsaac & Partners | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $2.82K | 0.00% | 00.0% | Unchanged |
| American National Bank | 5 | $2.56K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.56K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $2.56K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 4 | $2.05K | 0.00% | −607−99.3% | Reduced |
| Rosenberg Matthew Hamilton | 4 | $2.05K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $2.00K | 0.00% | +2+100.0% | Added |
| DecisionPoint Financial, LLC | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $1.54K | 0.00% | +3 | New |
| Gradient Investments LLC | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3 | $1.54K | 0.00% | +3 | New |
| Sofos Investments, Inc. | 2 | $1.16K | 0.00% | −467−99.6% | Reduced |
| PEAK6 Investments LLC | 2 | $1.05K | 0.00% | +2 | New |
| Bangor Savings Bank | 2 | $1.03K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $1.03K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2 | $1.03K | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $544 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $514 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $514 | 0.00% | +1 | New |
| North Star Investment Management Corp. | 1 | $513 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $513 | 0.00% | 00.0% | Unchanged |
| Canoe Financial LP | 0 | $0 | 0.00% | −159,593−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −113,306−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −41,044−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −38,787−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −28,800−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −27,673−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −21,693−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −19,794−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −17,613−100.0% | Sold out |
| Forge First Asset Management Inc. | 0 | $0 | 0.00% | −12,990−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −8,524−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,499−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −7,759−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,962−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,836−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −2,823−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,519−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,337−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,118−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −894−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −755−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Avory & Company, LLC | 0 | $0 | 0.00% | −569−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Martin Investment Management, LLC | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Estabrook Capital Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |