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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
Dogwood Wealth Management LLC0$70.00%0New
Colonial Trust Co1$4050.00%+1New
Delos Wealth Advisors, LLC1$5660.00%00.0%Unchanged
TFC Financial Management1$5660.00%00.0%Unchanged
Wolff Wiese Magana LLC1$5660.00%00.0%Unchanged
Colonial Trust Advisors1$5660.00%00.0%Unchanged
Evermay Wealth Management LLC1$5660.00%+1New
ClariVest Asset Management LLC1$5710.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$1.13K0.00%−1−33.3%Reduced
Bangor Savings Bank2$1.13K0.00%00.0%Unchanged
Archer Investment Corp2$1.13K0.00%00.0%Unchanged
Sound Income Strategies, LLC2$1.13K0.00%+2New
Pineridge Advisors LLC2$1.13K0.00%+2New
Provenance Wealth Advisors, LLC2$1.13K0.00%+2New
Sachetta, LLC2$1.13K0.00%+2New
Sofos Investments, Inc.2$1.28K0.00%00.0%Unchanged
Bellevue Asset Management, LLC3$1.70K0.00%00.0%Unchanged
MCF Advisors LLC3$1.70K0.00%−15−83.3%Reduced
Gradient Investments LLC3$1.70K0.00%00.0%Unchanged
HighMark Wealth Management LLC3$1.70K0.00%00.0%Unchanged
Cornerstone Planning Group LLC3$1.70K0.00%00.0%Unchanged
Highline Wealth Partners LLC3$1.70K0.00%00.0%Unchanged
Aspect Partners, LLC3$1.70K0.00%+3New
Fairman Group, LLC3$1.70K0.00%+3New
Psagot Value Holdings Ltd. / (Israel)4$2.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC4$2.26K0.00%−3−42.9%Reduced
Rosenberg Matthew Hamilton4$2.26K0.00%00.0%Unchanged
Country Trust Bank4$2.26K0.00%+4New
Jackson, Grant Investment Advisers, Inc.5$2.83K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.83K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC5$2.83K0.00%+5New
Lee Financial Co5$2.83K0.00%−6−54.5%Reduced
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
Avion Wealth6$3.00K0.00%+2+50.0%Added
Beacon Capital Management, LLC6$3.08K0.00%00.0%Unchanged
JNBA Financial Advisors6$3.39K0.00%00.0%Unchanged
St Germain D J Co Inc6$3.39K0.00%00.0%Unchanged
RFP Financial Group LLC6$3.39K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$3.39K0.00%+6New
Dunhill Financial, LLC6$3.61K0.00%+6New
Raffa Wealth Management, LLC7$3.96K0.00%00.0%Unchanged
Red Tortoise LLC7$3.96K0.00%00.0%Unchanged
Geneos Wealth Management Inc.7$3.96K0.00%+5+250.0%Added
Chilton Capital Management LLC7$3.96K0.00%+7New
FinTrust Capital Advisors, LLC7$3.96K0.00%+7New
Criterion Capital Advisors, LLC7$3.96K0.00%+7New
Bruce G. Allen Investments, LLC7$3.96K0.00%+7New
Pin Oak Investment Advisors Inc7$4.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP8$4.53K0.00%+8New
Frank, Rimerman Advisors LLC8$4.53K0.00%+8New
SJS Investment Consulting Inc.8$4.53K0.00%+1+14.3%Added
Albion Financial Group9$5.09K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC9$5.09K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC9$5.09K0.00%+9New
West Tower Group, LLC10$5.66K0.01%−53−84.1%Reduced
Independence Bank of Kentucky10$5.66K0.00%00.0%Unchanged
Eagle Bay Advisors LLC11$6.22K0.00%−4−26.7%Reduced
Eukles Asset Management11$6.22K0.00%00.0%Unchanged
Raleigh Capital Management Inc.11$6.22K0.00%+11New
Prestige Wealth Management Group LLC12$6.79K0.00%00.0%Unchanged
Davidson Capital Management Inc.12$6.79K0.00%00.0%Unchanged
Delta Asset Management LLC12$6.79K0.00%+1+9.1%Added
West Paces Advisors Inc.12$6.79K0.00%+12New
Abound Wealth Management12$6.79K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.12$7.00K0.00%+12New
Healthcare of Ontario Pension Plan Trust Fund13$7.35K0.00%−2,106−99.4%Reduced
Key Financial Inc13$7.35K0.00%00.0%Unchanged
Versant Capital Management, Inc14$7.92K0.00%+3+27.3%Added
Evergreen Private Wealth LLC14$7.92K0.00%+14New
Stuart Chaussee & Associates, Inc.15$8.48K0.00%00.0%Unchanged
Manchester Capital Management LLC16$9.05K0.00%+8+100.0%Added
Harbor Investment Advisory, LLC17$9.62K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC19$10.7K0.00%+19New
Carmichael Hill & Associates, Inc.19$10.7K0.00%00.0%Unchanged
Hanson & Doremus Investment Management20$11.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.20$11.3K0.00%00.0%Unchanged
Private Wealth Management Group, LLC20$11.3K0.01%+20New
LM Advisors LLC21$11.8K0.00%+21New
Trifecta Capital Advisors, LLC22$12.4K0.00%+16+266.7%Added
Core Alternative Capital22$12.5K0.00%−5−18.5%Reduced
Caitlin John, LLC23$13.0K0.01%+23New
Asset Dedication, LLC24$14.0K0.00%00.0%Unchanged
Trust Co of Vermont25$14.1K0.00%−12−32.4%Reduced
LGT Financial Advisors LLC25$14.1K0.02%00.0%Unchanged
Rakuten Securities, Inc.25$14.1K0.01%+25New
Princeton Global Asset Management LLC26$14.6K0.00%−20−43.5%Reduced
GW&K Investment Management, LLC27$15.0K0.00%+3+12.5%Added
Venturi Wealth Management, LLC28$15.8K0.00%+5+21.7%Added
Valley National Advisers Inc29$16.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC28$16.0K0.00%−1−3.4%Reduced
Cullen/Frost Bankers, Inc.30$17.0K0.00%−25−45.5%Reduced
AdvisorNet Financial, Inc30$17.0K0.00%+9+42.9%Added
GPS Wealth Strategies Group, LLC31$17.3K0.00%00.0%Unchanged
Smartleaf Asset Management LLC31$17.7K0.00%+31New
Financial Management Professionals, Inc.31$18.0K0.00%+1+3.3%Added
Beaird Harris Wealth Management, LLC33$18.7K0.00%+33New
Cambridge Trust Co37$20.9K0.00%−3−7.5%Reduced
Covestor Ltd36$21.0K0.01%−2−5.3%Reduced
Bell Investment Advisors, Inc39$22.1K0.00%+3+8.3%Added