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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 422 | $238.8K | 0.00% | +422 | New |
| Principal Street Partners, LLC | 426 | $241.0K | 0.06% | −420−49.6% | Reduced |
| National Asset Management, Inc. | 431 | $244.0K | 0.01% | −368−46.1% | Reduced |
| EP Wealth Advisors, LLC | 432 | $244.1K | 0.00% | −51−10.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 432 | $244.4K | 0.02% | +7+1.6% | Added |
| PDS Planning, Inc | 433 | $244.9K | 0.03% | −11−2.5% | Reduced |
| OneAscent Financial Services LLC | 434 | $246.0K | 0.03% | +434 | New |
| Westpac Banking Corp | 436 | $246.6K | 0.02% | −1,475−77.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 436 | $246.6K | 0.02% | +7+1.6% | Added |
| Eisler Capital (UK) Ltd. | 438 | $247.8K | 0.02% | +438 | New |
| Capital Investment Advisory Services, LLC | 451 | $255.1K | 0.02% | +451 | New |
| WealthBridge Capital Management, LLC | 454 | $256.8K | 0.10% | +3+0.7% | Added |
| EverSource Wealth Advisors, LLC | 462 | $261.4K | 0.02% | −4−0.9% | Reduced |
| Kolinsky Wealth Management, LLC | 466 | $263.6K | 0.23% | −29−5.9% | Reduced |
| Meritage Group LP | 469 | $265.0K | 0.01% | +15+3.3% | Added |
| Point72 Europe (London) LLP | 472 | $267.0K | 0.03% | +472 | New |
| Crestmont Private Wealth LLC | 473 | $267.6K | 0.14% | +32+7.3% | Added |
| Prime Capital Investment Advisors, LLC | 473 | $267.6K | 0.00% | +473 | New |
| Wealthspire Advisors, LLC | 473 | $267.6K | 0.00% | +1+0.2% | Added |
| Skopos Labs, Inc. | 484 | $273.8K | 0.13% | +484 | New |
| Vestmark Advisory Solutions, Inc. | 486 | $274.9K | 0.01% | +6+1.3% | Added |
| Conning Inc. | 487 | $275.5K | 0.01% | +10+2.1% | Added |
| BluePath Capital Management, LLC | 512 | $280.0K | 0.25% | +13+2.6% | Added |
| XTX Topco Ltd | 502 | $284.0K | 0.06% | −2,944−85.4% | Reduced |
| Commerzbank Aktiengesellschaft | 502 | $284.0K | 0.01% | +502 | New |
| Montag A & Associates Inc | 509 | $287.9K | 0.02% | +350+220.1% | Added |
| Capital Advisors, Ltd. LLC | 509 | $288.0K | 0.04% | +32+6.7% | Added |
| Stephens Inc | 512 | $289.6K | 0.00% | +16+3.2% | Added |
| Insigneo Advisory Services, LLC | 512 | $289.6K | 0.04% | +32+6.7% | Added |
| Simon Quick Advisors, LLC | 513 | $290.2K | 0.03% | −23−4.3% | Reduced |
| Forum Financial Management, LP | 514 | $290.7K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 515 | $291.3K | 0.02% | −72−12.3% | Reduced |
| Old National Bancorp | 518 | $293.0K | 0.01% | −219−29.7% | Reduced |
| Fishman Jay A Ltd | 520 | $294.1K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 520 | $294.2K | 0.05% | +5+1.0% | Added |
| GLOBALT Investments LLC | 521 | $294.7K | 0.01% | +521 | New |
| Sage Mountain Advisors LLC | 523 | $295.8K | 0.03% | +1+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 520 | $297.0K | 0.01% | +520 | New |
| Chilton Investment Co LLC | 530 | $299.8K | 0.01% | 00.0% | Unchanged |
| Clear Rock Advisors, LLC | 507 | $300.4K | 0.14% | +507 | New |
| Flagship Harbor Advisors, LLC | 531 | $300.5K | 0.02% | −30−5.3% | Reduced |
| Exchange Traded Concepts, LLC | 532 | $300.9K | 0.01% | +191+56.0% | Added |
| Whittier Trust Co of Nevada Inc | 533 | $301.5K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 536 | $303.2K | 0.01% | −36−6.3% | Reduced |
| Symmetry Partners, LLC | 563 | $321.0K | 0.02% | −285−33.6% | Reduced |
| Foundry Partners, LLC | 570 | $322.4K | 0.02% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 572 | $323.6K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 575 | $325.2K | 0.01% | +114+24.7% | Added |
| Virtue Capital Management, LLC | 612 | $332.6K | 0.07% | −187−23.4% | Reduced |
| Clarius Group, LLC | 588 | $332.6K | 0.03% | −37−5.9% | Reduced |
| Braun-Bostich & Associates Inc. | 589 | $333.2K | 0.30% | −13−2.2% | Reduced |
| WJ Wealth Management, LLC | 600 | $339.4K | 0.15% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 608 | $343.9K | 0.06% | −65−9.7% | Reduced |
| NewEdge Wealth, LLC | 619 | $350.2K | 0.01% | −26−4.0% | Reduced |
| JSF Financial, LLC | 633 | $358.1K | 0.12% | −50−7.3% | Reduced |
| Systematic Portfolios LLC | 633 | $358.1K | 1.08% | +633 | New |
| Parallel Advisors, LLC | 636 | $359.7K | 0.01% | −8−1.2% | Reduced |
| Valeo Financial Advisors, LLC | 637 | $360.3K | 0.01% | +92+16.9% | Added |
| Kinneret Advisory, LLC | 641 | $362.6K | 0.04% | −4−0.6% | Reduced |
| Apeiron RIA LLC | 641 | $362.7K | 0.11% | +2+0.3% | Added |
| Perigon Wealth Management, LLC | 652 | $368.8K | 0.01% | +1+0.2% | Added |
| D.A. Davidson & Co. | 657 | $371.6K | 0.00% | +43+7.0% | Added |
| Legacy Advisors, LLC | 664 | $375.6K | 0.05% | +18+2.8% | Added |
| Gilbert & Cook, Inc. | 672 | $380.1K | 0.05% | +101+17.7% | Added |
| Graypoint LLC | 677 | $383.0K | 0.03% | +97+16.7% | Added |
| Quadrant Capital Group LLC | 684 | $386.9K | 0.03% | −9−1.3% | Reduced |
| Syon Capital LLC | 688 | $389.2K | 0.04% | +180+35.4% | Added |
| Weaver Capital Management LLC | 695 | $393.1K | 0.16% | +695 | New |
| Mather Group, LLC. | 697 | $394.2K | 0.01% | −66−8.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $396.0K | 0.17% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 707 | $398.0K | 0.01% | −141−16.6% | Reduced |
| Meridian Wealth Management, LLC | 714 | $403.7K | 0.03% | −138−16.2% | Reduced |
| VitalStone Financial, LLC | 729 | $412.0K | 0.33% | −119−14.0% | Reduced |
| UniSuper Management Pty Ltd | 731 | $413.5K | 0.00% | +131+21.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 732 | $414.1K | 0.05% | −44−5.7% | Reduced |
| Brown Brothers Harriman & Co | 736 | $416.3K | 0.00% | +14+1.9% | Added |
| MJP Associates Inc | 736 | $416.3K | 0.11% | +158+27.3% | Added |
| SFMG, LLC | 737 | $416.9K | 0.04% | −2−0.3% | Reduced |
| CAPROCK Group, Inc. | 739 | $418.0K | 0.03% | +70+10.5% | Added |
| Zions Bancorporation, N.A. | 741 | $419.1K | 0.03% | +34+4.8% | Added |
| TRUE Private Wealth Advisors | 741 | $419.2K | 0.05% | +187+33.8% | Added |
| Arkadios Wealth Advisors | 749 | $423.7K | 0.04% | +51+7.3% | Added |
| Beverly Hills Private Wealth, LLC | 753 | $425.9K | 0.11% | −14−1.8% | Reduced |
| Seven Eight Capital, LP | 758 | $428.8K | 0.05% | −2,421−76.2% | Reduced |
| Checchi Capital Advisers, LLC | 761 | $430.5K | 0.03% | +10+1.3% | Added |
| Boston Private Wealth LLC | 765 | $433.1K | 0.01% | +184+31.7% | Added |
| Northwestern Mutual Wealth Management Co | 777 | $439.5K | 0.00% | +300+62.9% | Added |
| Elk River Wealth Management, LLC | 780 | $441.2K | 0.08% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 780 | $441.2K | 0.43% | +780 | New |
| AdvisorShares Investments LLC | 782 | $442.3K | 0.10% | −9−1.1% | Reduced |
| Boit C F David | 810 | $445.4K | 0.25% | 00.0% | Unchanged |
| Geller Advisors LLC | 792 | $448.0K | 0.04% | +2+0.3% | Added |
| Davy Global Fund Management Ltd | 794 | $449.1K | 0.05% | +5+0.6% | Added |
| World Equity Group, Inc. | 803 | $454.2K | 0.09% | +803 | New |
| NorthRock Partners, LLC | 810 | $458.2K | 0.02% | +810 | New |
| Cigna Investments Inc | 819 | $464.0K | 0.10% | −24−2.8% | Reduced |
| HB Wealth Management, LLC | 821 | $464.4K | 0.01% | −138−14.4% | Reduced |
| Balboa Wealth Partners | 823 | $465.3K | 0.15% | −345−29.5% | Reduced |
| Menard Financial Group LLC | 829 | $469.0K | 0.58% | +69+9.1% | Added |
| Burney Co | 830 | $469.5K | 0.02% | −4−0.5% | Reduced |