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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
Lido Advisors, LLC833$471.3K0.00%+51+6.5%Added
Silver Oak Securities, Inc838$474.0K0.06%+834+20,850.0%Added
Principal Securities, Inc.844$477.6K0.02%+844New
Redwood Investments, LLC850$480.8K0.13%−4,678−84.6%Reduced
Procyon Private Wealth Partners, LLC857$484.9K0.04%+79+10.2%Added
CNB Bank859$485.9K0.26%+60+7.5%Added
Siemens Fonds Invest GmbH875$494.9K0.04%+203+30.2%Added
Ameritas Investment Partners, Inc.879$497.2K0.02%−34−3.7%Reduced
SageView Advisory Group, LLC828$498.8K0.02%+828New
Ascent Wealth Partners, LLC887$501.7K0.08%+10+1.1%Added
Lincoln National Corp895$506.0K0.01%−145−13.9%Reduced
Meiji Yasuda Asset Management Co Ltd.895$506.3K0.02%00.0%Unchanged
Pitcairn Co898$508.0K0.04%−3−0.3%Reduced
Empowered Funds, LLC901$509.7K0.01%+106+13.3%Added
Raymond James Trust N.A.905$511.9K0.01%+17+1.9%Added
TownSquare Capital, LLC905$511.9K0.01%−510−36.0%Reduced
Schonfeld Strategic Advisors LLC910$514.7K0.00%+910New
Wolverine Trading, LLC915$517.6K0.00%+915New
Trust Asset Management LLC919$519.8K0.05%00.0%Unchanged
MAI Capital Management946$535.1K0.01%+33+3.6%Added
Empirical Asset Management, LLC958$541.7K0.44%+958New
Cetera Advisors LLC960$543.2K0.01%+175+22.3%Added
Maverick Capital LtdSuperinvestorMaverick Capital962$544.2K0.01%+310+47.5%Added
Camden Capital, LLC967$547.1K0.06%+141+17.1%Added
Harbor Advisors LLC1,000$565.6K0.11%00.0%Unchanged
Fidelis Capital Partners, LLC1,005$568.5K0.13%+72+7.7%Added
Schechter Investment Advisors, LLC1,007$569.7K0.05%+162+19.2%Added
Dana Investment Advisors, Inc.1,008$570.2K0.03%00.0%Unchanged
Edgestream Partners, L.P.1,010$571.3K0.04%−5,581−84.7%Reduced
Advisors Asset Management, Inc.1,025$579.8K0.01%−64−5.9%Reduced
RFG Advisory, LLC1,041$588.8K0.02%+187+21.9%Added
Evercore Wealth Management, LLC1,058$598.5K0.01%−5−0.5%Reduced
Profund Advisors LLC1,058$598.5K0.03%+153+16.9%Added
Private Advisor Group, LLC1,065$602.6K0.00%+147+16.0%Added
Capstone Investment Advisors, LLC1,066$603.0K0.01%−514−32.5%Reduced
Stanley-Laman Group, Ltd.1,069$604.7K0.09%00.0%Unchanged
Centiva Capital, LP1,082$612.0K0.04%−20−1.8%Reduced
Emerald Advisers, LLC1,082$612.0K0.03%−6−0.6%Reduced
Connecticut Wealth Management, LLC1,101$622.8K0.04%+412+59.8%Added
Roundview Capital LLC1,105$625.0K0.06%00.0%Unchanged
Veriti Management LLC1,107$626.2K0.06%+244+28.3%Added
Anchor Investment Management, LLC1,121$634.1K0.07%+979+689.4%Added
WR Wealth Planners, LLC1,151$651.1K0.24%+134+13.2%Added
Institute for Wealth Management, LLC.1,158$655.0K0.11%−9−0.8%Reduced
Signaturefd, LLC1,167$660.1K0.02%+12+1.0%Added
Lebenthal Global Advisors, LLC1,180$667.5K0.16%+1,180New
Waterloo Capital, L.P.1,184$669.6K0.11%+1,184New
Harbor Capital Advisors, Inc.1,193$674.8K0.13%+27+2.3%Added
Wedmont Private Capital1,245$676.2K0.06%+75+6.4%Added
Steel Peak Wealth Management LLC1,200$678.8K0.04%+400+50.0%Added
PEAK6 Investments LLC1,206$682.0K0.03%+1,204+60,200.0%Added
Ellevest, Inc.1,210$684.4K0.05%−33−2.7%Reduced
Quintet Private Bank (Europe) S.A.1,210$684.4K0.04%−1−0.1%Reduced
Snowden Capital Advisors LLC1,215$687.3K0.03%−18−1.5%Reduced
Quest Partners LLC1,226$693.5K0.15%+1,226New
Oak Ridge Investments LLC1,241$702.0K0.08%−77−5.8%Reduced
Pearl River Capital, LLC1,250$707.1K0.11%−555−30.7%Reduced
Horizon Investments, LLC1,258$711.6K0.02%+720+133.8%Added
Pinnacle Associates Ltd1,308$739.9K0.01%+126+10.7%Added
Intech Investment Management LLC1,318$745.5K0.01%+846+179.2%Added
DoubleLine ETF Adviser LP1,324$748.9K0.22%+106+8.7%Added
Clarus Wealth Advisors1,377$752.7K0.45%+1,377New
Illinois Municipal Retirement Fund1,360$769.0K0.01%00.0%Unchanged
NEOS Investment Management LLC1,361$769.9K0.07%+371+37.5%Added
HWG Holdings LP1,362$770.4K0.36%−20−1.4%Reduced
Hennion & Walsh Asset Management, Inc.1,362$770.4K0.04%+627+85.3%Added
Moody Lynn & Lieberson, LLC1,367$773.2K0.06%+4+0.3%Added
Teza Capital Management LLC1,369$774.4K0.13%+1,369New
Ostrum Asset Management1,370$774.9K0.07%−1,048−43.3%Reduced
HRT Financial LP1,382$781.0K0.01%−19,912−93.5%Reduced
Signet Financial Management, LLC1,389$785.5K0.12%+1+0.1%Added
Flputnam Investment Management Co1,403$793.6K0.02%−120−7.9%Reduced
Grandeur Peak Global Advisors, LLC1,404$794.2K0.06%00.0%Unchanged
Meeder Advisory Services, Inc.1,419$802.7K0.09%+28+2.0%Added
Resources Investment Advisors, LLC.1,419$802.9K0.01%+540+61.4%Added
Cypress Asset Management Inc1,423$804.9K0.24%00.0%Unchanged
Beacon Pointe Advisors, LLC1,426$806.6K0.01%−186−11.5%Reduced
Verdence Capital Advisors LLC1,427$807.0K0.08%+97+7.3%Added
Stevens Capital Management LP1,433$811.0K0.20%−444−23.7%Reduced
Kayne Anderson Rudnick Investment Management LLC1,437$812.8K0.00%+1+0.1%Added
GTS Securities LLC1,440$814.5K0.02%+218+17.8%Added
Heartland Bank & Trust Co1,446$817.9K0.56%−48−3.2%Reduced
FJ Investments, LLC1,451$820.8K0.04%+1,451New
Cambridge Investment Research Advisors, Inc.1,457$824.0K0.00%+57+4.1%Added
EPG Wealth Management LLC1,473$847.9K0.22%+1,473New
Blair William & Co1,512$855.4K0.00%−175−10.4%Reduced
Knollwood Investment Advisory, LLC1,545$873.9K0.18%+1,545New
HighPoint Advisor Group LLC1,604$884.0K0.06%+1,604New
Point72 Hong Kong Ltd1,572$889.5K0.05%+1,572New
Glenmede Trust Co NA1,573$889.8K0.00%+140+9.8%Added
Advisory Services Network, LLC1,585$896.6K0.02%−72−4.3%Reduced
Nomura Holdings Inc1,598$903.9K0.01%+1,598New
Parallax Volatility Advisers, L.P.1,611$911.3K0.03%+161+11.1%Added
LVW Advisors, LLC1,613$912.4K0.17%+360+28.7%Added
Agf Management Ltd1,616$914.1K0.01%−798−33.1%Reduced
CWM, LLC1,625$919.0K0.00%+13+0.8%Added
Capital International Ltd1,627$920.3K0.05%00.0%Unchanged
Wealth Management Associates, Inc.1,633$923.7K0.49%00.0%Unchanged
Cipher Capital LP1,642$928.8K0.30%+621+60.8%Added
Palumbo Wealth Management LLC1,656$936.8K0.48%+80+5.1%Added