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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.

Q4 2023 vs. Q3 2023

How the institutions holding MSCI Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of MSCI: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders83211881+60
Shares71.4M72.1K71.7M+316.8K (+0.4%)
Value$36.7B$37.0M$40.5B+$3.89B (+10.6%)

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (116)

Institutions that held MSCI Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 116 by value.

Institutions new to MSCI in Q4 2023
InstitutionSharesValue% of portfolio
Degroof Petercam Asset Management117,242$66.3M0.87%
Ako Capital LLP91,012$51.5M0.73%
Aware Super Pty Ltd as trustee of Aware Super69,683$40.0M0.55%
Tudor Investment Corp Et Al36,308$20.5M0.28%
Avanda Investment Management Pte. Ltd.31,401$17.8M1.73%
TCG Advisory Services, LLC29,003$16.4M1.14%
Aquatic Capital Management LLC18,800$10.6M0.27%
Pathstone Holdings, LLC10,007$5.66M0.03%
Twinbeech Capital LP9,282$5.25M0.08%
Campbell & CO Investment Adviser LLC8,248$4.67M0.42%
Smith Group Asset Management, LLC7,283$4.12M0.24%
Brevan Howard Capital Management LP4,870$2.75M0.28%
Solidarilty Wealth, LLC4,700$2.66M0.96%
Colony Group, LLC4,548$2.57M0.03%
Prescott Group Capital Management, L.L.C.4,384$2.48M0.43%
FourThought Financial Partners, LLC3,822$2.16M0.27%
Entropy Technologies, LP3,458$1.96M0.36%
Susquehanna Portfolio Strategies, LLC3,320$1.88M0.03%
Jefferies Financial Group Inc.2,780$1.57M0.02%
Wellington Wealth Strategies, LLC.2,731$1.54M1.35%
Anthracite Investment Company, Inc.2,700$1.53M0.98%
Groupama Asset Managment2,198$1.24M0.03%
Versor Investments LP2,151$1.22M0.25%
Investment Management Corp of Ontario1,819$1.03M0.03%
Spears Abacus Advisors LLC1,814$1.03M0.08%
Grayhawk Investment Strategies Inc.1,695$958.8K0.49%
Axq Capital, LP1,680$950.3K0.25%
Nomura Holdings Inc1,598$903.9K0.01%
Point72 Hong Kong Ltd1,572$889.5K0.05%
HighPoint Advisor Group LLC1,604$884.0K0.06%
Knollwood Investment Advisory, LLC1,545$873.9K0.18%
EPG Wealth Management LLC1,473$847.9K0.22%
FJ Investments, LLC1,451$820.8K0.04%
Teza Capital Management LLC1,369$774.4K0.13%
Clarus Wealth Advisors1,377$752.7K0.45%
Quest Partners LLC1,226$693.5K0.15%
Waterloo Capital, L.P.1,184$669.6K0.11%
Lebenthal Global Advisors, LLC1,180$667.5K0.16%
Empirical Asset Management, LLC958$541.7K0.44%
Wolverine Trading, LLC915$517.6K0.00%
Schonfeld Strategic Advisors LLC910$514.7K0.00%
SageView Advisory Group, LLC828$498.8K0.02%
Principal Securities, Inc.844$477.6K0.02%
NorthRock Partners, LLC810$458.2K0.02%
World Equity Group, Inc.803$454.2K0.09%
National Wealth Management Group, LLC780$441.2K0.43%
Weaver Capital Management LLC695$393.1K0.16%
Systematic Portfolios LLC633$358.1K1.08%
Clear Rock Advisors, LLC507$300.4K0.14%
Harel Insurance Investments & Financial Services Ltd.520$297.0K0.01%
GLOBALT Investments LLC521$294.7K0.01%
Commerzbank Aktiengesellschaft502$284.0K0.01%
Skopos Labs, Inc.484$273.8K0.13%
Prime Capital Investment Advisors, LLC473$267.6K0.00%
Point72 Europe (London) LLP472$267.0K0.03%
Capital Investment Advisory Services, LLC451$255.1K0.02%
Eisler Capital (UK) Ltd.438$247.8K0.02%
OneAscent Financial Services LLC434$246.0K0.03%
Equitable Holdings, Inc.422$238.8K0.00%
Lake Street Advisors Group, LLC416$235.3K0.01%
nVerses Capital, LLC–$226.3K0.63%
Concurrent Investment Advisors, LLC397$224.2K0.01%
Pinnacle Wealth Planning Services, Inc.378$213.8K0.03%
CX Institutional375$212.1K0.01%
New Century Financial Group, LLC369$208.7K0.18%
Buckhead Capital Management LLC360$203.6K0.08%
Savant Capital, LLC359$203.1K0.00%
Thoroughbred Financial Services, LLC354$200.0K0.02%
SYSTM Wealth Solutions LLC348$196.8K0.03%
CVA Family Office, LLC272$153.9K0.03%
Plato Investment Management Ltd239$135.2K0.17%
Benjamin F. Edwards & Company, Inc.213$120.0K0.00%
EntryPoint Capital, LLC199$112.6K0.11%
GAMMA Investing LLC186$111.3K0.03%
Rothschild Investment LLC188$106.3K0.01%
Stonehage Fleming Financial Services Holdings Ltd165$93.3K0.00%
Systematic Alpha Investments, LLC135$76.4K0.00%
Turtle Creek Wealth Advisors, LLC100$56.6K0.02%
First United Bank Trust85$48.1K0.02%
Pension & Wealth Management Advisors, Inc.80$45.3K0.03%
Caldwell Trust Co74$41.9K0.01%
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$33.9K0.02%
MidAtlantic Capital Management, Inc.50$28.3K0.03%
DSM Capital Partners LLC42$23.8K0.00%
NVWM, LLC40$22.6K0.01%
Beaird Harris Wealth Management, LLC33$18.7K0.00%
Smartleaf Asset Management LLC31$17.7K0.00%
Rakuten Securities, Inc.25$14.1K0.01%
Caitlin John, LLC23$13.0K0.01%
LM Advisors LLC21$11.8K0.00%
Private Wealth Management Group, LLC20$11.3K0.01%
Hobbs Group Advisors, LLC19$10.7K0.00%
Evergreen Private Wealth LLC14$7.92K0.00%
Long Island Wealth Management, Inc.12$7.00K0.00%
West Paces Advisors Inc.12$6.79K0.00%
Raleigh Capital Management Inc.11$6.22K0.00%
Atlantic Edge Private Wealth Management, LLC9$5.09K0.00%
Jones Financial Companies LLLP8$4.53K0.00%
Frank, Rimerman Advisors LLC8$4.53K0.00%
Chilton Capital Management LLC7$3.96K0.00%

Sold out (56)

Institutions that held MSCI Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of MSCI in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Alphinity Investment Management Pty Ltd430,676$221.0M
Marshall Wace, LLP40,014$20.5M
Kiwi Wealth Investments Limited Partnership30,731$15.8M
Cantor Fitzgerald, L. P.25,083$12.9M
Evoke Wealth, LLC11,585$5.94M
Quantbot Technologies LP5,441$2.79M
Point72 Middle East FZE5,002$2.57M
Echo Street Capital Management LLC4,006$2.06M
Crestline Management, LP2,929$1.50M
Fox Run Management, L.L.C.1,938$994.3K
Point72 Asset Management, L.P.1,935$992.8K
Graham Capital Management, L.P.1,500$769.6K
Machina Capital S.A.S.1,445$741.4K
ExodusPoint Capital Management, LP1,320$677.0K
Scotia Capital Inc.1,159$594.7K
Fund Management at Engine No. 1 LLC1,130$579.8K
TrimTabs Asset Management, LLC1,093$560.8K
Inceptionr LLC1,055$541.3K
Aigen Investment Management, LP925$474.6K
Moody National Bank Trust Division788$404.3K
WBI Investments737$378.1K
Cornerstone Wealth Management, LLC687$352.0K
La Banque Postale Asset Management SA640$328.4K
Prospera Financial Services Inc487$252.3K
DuPont Capital Management Corp457$234.5K
Baader Bank INC504$230.4K
Values First Advisors, Inc.433$221.9K
DRW Securities, LLC410$210.0K
Scholtz & Company, LLC398$204.0K
Gryphon Financial Partners LLC394$202.2K
Choate Investment Advisors392$201.1K
Goldstream Capital Management Ltd211$108.3K
Riverview Trust Co133$68.2K
Picton Mahoney Asset Management125$64.0K
Resurgent Financial Advisors LLC88$45.2K
Headinvest, LLC60$30.4K
Osterweis Capital Management Inc52$26.7K
Optiver Holding B.V.50$25.7K
Quarry LP45$23.1K
Householder Group Estate & Retirement Specialist, LLC41$21.0K
Earnest Partners LLC37$19.0K
Carmel Capital Partners, LLC31$15.9K
Baker Avenue Asset Management, LP23$11.8K
GHP Investment Advisors, Inc.19$9.70K
Tucker Asset Management LLC17$8.72K
Marquette Asset Management, LLC16$8.21K
Atlantic Trust, LLC14$7.18K
Stonebridge Capital Advisors LLC12$6.16K
Flaharty Asset Management, LLC11$5.65K
Mascoma Wealth Management LLC11$5.64K
Rational Advisors LLC10$4.69K
Perkins Coie Trust Co9$4.62K
HM Payson & Co6$3.08K
Macroview Investment Management LLC3$1.54K
DecisionPoint Financial, LLC3$1.54K
North Star Investment Management Corp.1$513

Not filed for Q4 2023 yet (11)

Institutions that held MSCI Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSCI in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al46,336$23.8M
First Republic Investment Management, Inc.9,944$5.10M
Advisor Partners II, LLC5,468$2.81M
Colony Group LLC4,711$2.42M
Pathstone Family Office, LLC3,165$1.62M
Bryn Mawr Trust Co851$436.6K
Bishop Rock Capital, L.P.778$399.2K
J2 Capital Management Inc564$289.4K
KB Financial Partners, LLC241$124.0K
Steward Financial Group LLC34$17.0K
Sutton Wealth Advisors Inc.19$9.75K