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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, Q4 2023

Institutional positions in MSCI Inc. as of Dec 31, 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
881
+60 vs. Q3 2023
Shares held
71.7M
+316.8K (+0.4%) vs. Q3 2023
Total value
$40.5B
+$3.89B (+10.6%) vs. Q3 2023
New holders
116
320 more added
Sold out
56
339 more reduced

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 881 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 heldQ4 2023: $40.5B
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, Q4 2023

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2023.

Institutions holding MSCI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc8,683,338$4.91B0.11%+85,922+1.0%Added
BlackRock Inc.6,842,589$3.87B0.10%+73,343+1.1%Added
State Street Corp3,167,965$1.79B0.09%+16,342+0.5%Added
Massachusetts Financial Services Co2,395,209$1.35B0.44%−82,354−3.3%Reduced
Bamco Inc2,279,500$1.29B3.43%+19,395+0.9%Added
Capital Research Global Investors2,128,976$1.20B0.30%−52,546−2.4%Reduced
Alliancebernstein L.P.1,990,790$1.13B0.43%−372,143−15.7%Reduced
Geode Capital Management, LLC1,735,766$979.5M0.10%+40,999+2.4%Added
Capital International Investors1,725,215$976.0M0.22%+151,108+9.6%Added
FMR LLC1,703,112$963.4M0.07%−190,616−10.1%Reduced
Wellington Management Group LLP1,408,574$796.8M0.15%−52,060−3.6%Reduced
Fiera Capital Corp1,310,640$741.4M2.28%−119,893−8.4%Reduced
Sustainable Growth Advisers, LP1,299,841$735.3M3.35%−31,222−2.3%Reduced
Edgewood Management LLC1,224,400$692.6M2.00%−8,321−0.7%Reduced
Brown Advisory Inc1,038,761$587.6M0.83%+44,234+4.4%Added
American Century Companies Inc1,030,704$583.0M0.40%+70,810+7.4%Added
Norges Bank877,823$496.5M0.09%+11,562+1.3%Added
Principal Financial Group Inc819,422$463.5M0.30%+57,342+7.5%Added
Morgan Stanley814,675$460.8M0.04%+47,378+6.2%Added
JPMorgan Chase & Co782,424$442.6M0.05%−10,810−1.4%Reduced
Northern Trust Corp703,963$398.2M0.07%+1,006+0.1%Added
Bank of America Corp695,072$393.2M0.04%−60,294−8.0%Reduced
Capital World Investors656,050$371.1M0.07%+71,012+12.1%Added
Winslow Capital Management, LLC625,809$354.0M1.47%+142,910+29.6%Added
Franklin Resources Inc622,859$352.3M0.16%−7,580−1.2%Reduced
Impax Asset Management Group plc587,978$331.9M1.33%+522,926+803.9%Added
Durable Capital Partners LP583,438$330.0M2.61%00.0%Unchanged
StonePine Asset Management Inc.564,318$319.2M3.43%+94,658+20.2%Added
Amundi588,788$317.8M0.14%−49,867−7.8%Reduced
Bank of New York Mellon Corp552,402$312.5M0.06%−10,135−1.8%Reduced
Legal & General Group Plc543,762$307.6M0.10%+7,359+1.4%Added
Invesco Ltd.490,440$277.4M0.07%+7,282+1.5%Added
Price T Rowe Associates Inc489,440$276.9M0.04%−48,801−9.1%Reduced
Goldman Sachs Group Inc455,537$257.7M0.06%−125,458−21.6%Reduced
Charles Schwab Investment Management Inc452,357$255.9M0.06%+14,141+3.2%Added
Ameriprise Financial Inc443,524$250.9M0.08%−78,247−15.0%Reduced
Putnam Investments LLC412,035$233.1M0.31%+96,380+30.5%Added
Neuberger Berman Group LLC384,168$217.3M0.19%−8,571−2.2%Reduced
Deutsche Bank AG317,126$179.4M0.09%−18,400−5.5%Reduced
Barclays PLC312,133$176.6M0.09%−26,298−7.8%Reduced
Millennium Management LLC308,220$174.3M0.17%+176,185+133.4%Added
Storebrand Asset Management AS299,917$169.6M0.61%+244,723+443.4%Added
Eagle Asset Management Inc289,980$164.0M0.88%+417+0.1%Added
UBS Asset Management Americas Inc289,092$163.5M0.06%−56,935−16.5%Reduced
Ownership Capital B.V.267,128$151.1M3.37%−9,150−3.3%Reduced
Temasek Holdings (Private) Ltd266,857$150.9M0.84%00.0%Unchanged
Qube Research & Technologies Ltd262,269$148.4M0.34%+135,377+106.7%Added
AustralianSuper Pty Ltd253,990$143.7M0.86%+39,738+18.5%Added
Public Employees Retirement Association of Colorado253,636$143.5M0.66%−496−0.2%Reduced
Schroder Investment Management Group252,978$143.1M0.19%−25,128−9.0%Reduced
Nuveen Asset Management, LLC251,890$142.5M0.05%−16,750−6.2%Reduced
Royal Bank of Canada240,276$135.9M0.03%+39,377+19.6%Added
Artisan Partners Limited Partnership234,006$132.4M0.21%−106,920−31.4%Reduced
Los Angeles Capital Management LLC225,576$127.6M0.48%−18,691−7.7%Reduced
Nordea Investment Management AB218,623$124.8M0.16%+35,277+19.2%Added
APG Asset Management N.V.238,645$122.2M0.24%+40,284+20.3%Added
Dimensional Fund Advisors LP215,483$121.9M0.04%−16,497−7.1%Reduced
Allianz Asset Management GmbH209,222$118.3M0.22%−33,494−13.8%Reduced
Flossbach Von Storch AG207,968$117.6M0.54%−7,253−3.4%Reduced
Fundsmith LLPSuperinvestorFundsmith207,165$117.2M0.49%−2,704−1.3%Reduced
Panagora Asset Management Inc204,794$115.8M0.65%+69,593+51.5%Added
Two Sigma Advisers, LP203,900$115.3M0.27%−13,100−6.0%Reduced
SEI Investments Co195,316$110.5M0.18%+384+0.2%Added
Envestnet Asset Management Inc190,934$108.0M0.04%−12,222−6.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.186,269$105.4M0.08%−2,640−1.4%Reduced
Victory Capital Management Inc186,049$105.2M0.11%−19,984−9.7%Reduced
Fisher Asset Management, LLC185,088$104.7M0.06%+2,750+1.5%Added
Baird Financial Group, Inc.183,355$103.7M0.24%−70,075−27.7%Reduced
Russell Investments Group, Ltd.176,811$100.1M0.18%−1,232−0.7%Reduced
AXA S.A.169,022$95.6M0.31%+12,183+7.8%Added
HSBC Holdings PLC167,857$95.0M0.09%+42,820+34.2%Added
Nomura Asset Management Co Ltd162,313$91.8M0.38%−414−0.3%Reduced
Rhumbline Advisers156,269$88.4M0.09%−973−0.6%Reduced
National Pension Service154,239$87.2M0.12%+3,502+2.3%Added
Bristol Gate Capital Partners Inc.152,565$86.3M4.30%−4,597−2.9%Reduced
Swedbank AB150,016$84.9M0.14%−2,818−1.8%Reduced
Westfield Capital Management Co LP148,123$83.8M0.49%−12,556−7.8%Reduced
Chevy Chase Trust Holdings, Inc.144,267$81.6M0.29%−1,379−0.9%Reduced
Assenagon Asset Management S.A.143,742$81.3M0.25%+11,704+8.9%Added
Prudential Financial Inc144,754$81.2M0.12%−39,752−21.5%Reduced
Markel Group Inc.SuperinvestorMarkel Group142,850$80.8M0.88%00.0%Unchanged
California Public Employees Retirement System141,429$80.0M0.06%−6,625−4.5%Reduced
UBS Group AG141,352$80.0M0.03%+23,213+19.6%Added
Polen Capital Management LLC135,306$76.6M0.19%−3,939−2.8%Reduced
Federated Hermes, Inc.131,033$74.1M0.18%−40,254−23.5%Reduced
State of Michigan Retirement System126,102$71.3M0.42%00.0%Unchanged
California State Teachers Retirement System123,502$69.9M0.10%+191+0.2%Added
Degroof Petercam Asset Management117,242$66.3M0.87%+117,242New
Two Sigma Investments, LP117,065$66.2M0.16%+51,340+78.1%Added
Robeco Institutional Asset Management B.V.114,855$65.0M0.16%−6,754−5.6%Reduced
HighTower Advisors, LLC114,535$64.8M0.11%−1,579−1.4%Reduced
GFI Investment Counsel Ltd.112,748$63.8M8.82%−5,881−5.0%Reduced
Standard Life Aberdeen plc108,080$61.1M0.13%+83,849+346.0%Added
EULAV Asset Management107,302$60.7M1.88%+33,202+44.8%Added
Capital Group Private Client Services, Inc.107,002$60.5M0.63%−3,413−3.1%Reduced
Bank of Montreal103,478$59.2M0.03%+16,057+18.4%Added
Aviva PLC103,681$58.6M0.21%+38,723+59.6%Added
Wells Fargo & Company99,954$56.5M0.02%+2,847+2.9%Added
Arrowstreet Capital, Limited Partnership97,664$55.2M0.06%+2,506+2.6%Added
NFJ Investment Group, LLC95,538$54.0M1.50%−5,400−5.3%Reduced