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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NVWM, LLC | 40 | $22.6K | 0.01% | +40 | New |
| Washington Trust Co | 41 | $23.2K | 0.00% | −3−6.8% | Reduced |
| SRS Capital Advisors, Inc. | 41 | $23.2K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 42 | $23.8K | 0.00% | +42 | New |
| NBC Securities, Inc. | 48 | $27.0K | 0.00% | +4+9.1% | Added |
| MidAtlantic Capital Management, Inc. | 50 | $28.3K | 0.03% | +50 | New |
| Harvest Fund Management Co., Ltd | 51 | $29.0K | 0.00% | −102−66.7% | Reduced |
| ORG Partners LLC | 55 | $31.1K | 0.01% | −2−3.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $33.9K | 0.02% | +60 | New |
| Farmers & Merchants Investments Inc | 61 | $34.5K | 0.00% | 00.0% | Unchanged |
| American National Bank | 70 | $39.6K | 0.01% | +65+1,300.0% | Added |
| Caldwell Trust Co | 74 | $41.9K | 0.01% | +74 | New |
| Grove Bank & Trust | 77 | $43.6K | 0.01% | −38−33.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 80 | $45.3K | 0.03% | +80 | New |
| First United Bank Trust | 85 | $48.1K | 0.02% | +85 | New |
| Washington Trust Advisors, Inc. | 87 | $49.3K | 0.00% | +9+11.5% | Added |
| Clearstead Advisors, LLC | 90 | $50.9K | 0.00% | +5+5.9% | Added |
| Private Trust Co NA | 91 | $51.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 93 | $52.6K | 0.01% | +2+2.2% | Added |
| Umb Bank N A | 97 | $54.9K | 0.00% | −14−12.6% | Reduced |
| Carolinas Wealth Consulting LLC | 98 | $55.5K | 0.01% | +26+36.1% | Added |
| Geo Capital Gestora de Recursos Ltd | 99 | $56.0K | 0.06% | −10−9.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 99 | $56.0K | 0.02% | −1−1.0% | Reduced |
| Larson Financial Group LLC | 100 | $56.6K | 0.00% | +71+244.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 100 | $56.6K | 0.02% | +100 | New |
| Quent Capital, LLC | 100 | $56.7K | 0.01% | +19+23.5% | Added |
| Barrett & Company, Inc. | 106 | $60.0K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 107 | $61.0K | 0.00% | +6+5.9% | Added |
| Kelly Financial Services LLC | 109 | $61.8K | 0.03% | +6+5.8% | Added |
| Global Financial Private Client, LLC | 117 | $66.2K | 0.03% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 135 | $76.4K | 0.00% | +135 | New |
| Glassman Wealth Services | 135 | $76.4K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 142 | $80.3K | 0.01% | −585−80.5% | Reduced |
| Arlington Partners LLC | 143 | $80.9K | 0.02% | +55+62.5% | Added |
| Arlington Trust Co LLC | 149 | $84.3K | 0.02% | +61+69.3% | Added |
| Acima Private Wealth, LLC | 153 | $86.5K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 157 | $88.8K | 0.00% | +60+61.9% | Added |
| Allworth Financial LP | 162 | $91.8K | 0.00% | −15−8.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 165 | $93.3K | 0.00% | +165 | New |
| Parkside Financial Bank & Trust | 165 | $93.3K | 0.02% | +18+12.2% | Added |
| JFS Wealth Advisors, LLC | 175 | $99.1K | 0.01% | +39+28.7% | Added |
| Spire Wealth Management | 180 | $99.7K | 0.00% | −31−14.7% | Reduced |
| Ronald Blue Trust, Inc. | 197 | $100.0K | 0.00% | +117+146.3% | Added |
| Rothschild Investment LLC | 188 | $106.3K | 0.01% | +188 | New |
| Federation des caisses Desjardins du Quebec | 191 | $108.0K | 0.00% | +2+1.1% | Added |
| GAMMA Investing LLC | 186 | $111.3K | 0.03% | +186 | New |
| EntryPoint Capital, LLC | 199 | $112.6K | 0.11% | +199 | New |
| Alta Advisers Ltd | 200 | $113.1K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 204 | $115.4K | 0.00% | −3−1.4% | Reduced |
| IFP Advisors, Inc | 204 | $115.4K | 0.01% | −111−35.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 208 | $118.0K | 0.06% | +111+114.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 213 | $120.0K | 0.00% | +213 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 221 | $124.9K | 0.01% | +121+121.0% | Added |
| Proequities, Inc. | 230 | $130.1K | 0.01% | −2−0.9% | Reduced |
| Plato Investment Management Ltd | 239 | $135.2K | 0.17% | +239 | New |
| Catalyst Capital Advisors LLC | 240 | $135.8K | 0.00% | −240−50.0% | Reduced |
| JCIC Asset Management Inc. | 240 | $135.8K | 0.06% | −25−9.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 245 | $138.5K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $138.6K | 0.06% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 250 | $141.4K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 239 | $144.3K | 0.00% | −9−3.6% | Reduced |
| Desjardins Global Asset Management Inc. | 261 | $147.6K | 0.02% | −31−10.6% | Reduced |
| Axiom Investors LLC | 265 | $149.9K | 0.00% | −167,418−99.8% | Reduced |
| Harbour Investments, Inc. | 265 | $149.9K | 0.01% | +41+18.3% | Added |
| CVA Family Office, LLC | 272 | $153.9K | 0.03% | +272 | New |
| Lindbrook Capital, LLC | 282 | $159.5K | 0.02% | +102+56.7% | Added |
| Farther Finance Advisors, LLC | 317 | $179.2K | 0.01% | +163+105.8% | Added |
| Global Retirement Partners, LLC | 335 | $181.7K | 0.01% | −37−9.9% | Reduced |
| Whittier Trust Co | 345 | $195.1K | 0.00% | −27−7.3% | Reduced |
| Magellan Asset Management Ltd | 347 | $196.3K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 348 | $196.8K | 0.03% | +348 | New |
| Ancora Advisors, LLC | 349 | $197.4K | 0.00% | −95−21.4% | Reduced |
| Thoroughbred Financial Services, LLC | 354 | $200.0K | 0.02% | +354 | New |
| Oppenheimer & Co Inc | 356 | $201.4K | 0.00% | −800−69.2% | Reduced |
| Sigma Planning Corp | 358 | $202.3K | 0.02% | −257−41.8% | Reduced |
| Savant Capital, LLC | 359 | $203.1K | 0.00% | +359 | New |
| Renasant Bank | 360 | $203.6K | 0.16% | −88−19.6% | Reduced |
| Buckhead Capital Management LLC | 360 | $203.6K | 0.08% | +360 | New |
| Park Place Capital Corp | 366 | $207.0K | 0.08% | −313−46.1% | Reduced |
| New Century Financial Group, LLC | 369 | $208.7K | 0.18% | +369 | New |
| CX Institutional | 375 | $212.1K | 0.01% | +375 | New |
| Y-Intercept (Hong Kong) Ltd | 377 | $213.3K | 0.02% | −2,485−86.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 378 | $213.8K | 0.03% | +378 | New |
| Wealth Alliance | 385 | $217.6K | 0.03% | −9−2.3% | Reduced |
| Sunbelt Securities, Inc. | 389 | $220.0K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 390 | $220.6K | 0.01% | −8−2.0% | Reduced |
| Wrapmanager Inc | 394 | $222.9K | 0.07% | −15−3.7% | Reduced |
| Concurrent Investment Advisors, LLC | 397 | $224.2K | 0.01% | +397 | New |
| Summit Trail Advisors, LLC | 397 | $224.6K | 0.01% | −49−11.0% | Reduced |
| Leonteq Securities AG | 398 | $225.1K | 0.03% | +109+37.7% | Added |
| Blue Edge Capital, LLC | 400 | $226.3K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 400 | $226.3K | 0.05% | 00.0% | Unchanged |
| nVerses Capital, LLC | – | $226.3K | 0.63% | – | New |
| Mayflower Financial Advisors, LLC | 401 | $226.8K | 0.03% | +1+0.3% | Added |
| Kathmere Capital Management, LLC | 402 | $227.4K | 0.03% | −1−0.2% | Reduced |
| Sentry Investment Management LLC | 415 | $235.0K | 0.10% | −45−9.8% | Reduced |
| Tocqueville Asset Management L.P. | 416 | $235.3K | 0.00% | +1+0.2% | Added |
| Lake Street Advisors Group, LLC | 416 | $235.3K | 0.01% | +416 | New |
| Smithfield Trust Co | 417 | $236.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 420 | $237.3K | 0.03% | −4−0.9% | Reduced |