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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 1,661 | $939.5K | 0.01% | +596+56.0% | Added |
| RB Capital Management, LLC | 1,672 | $945.9K | 0.27% | −1−0.1% | Reduced |
| Bradley Foster & Sargent Inc | 1,678 | $949.2K | 0.02% | +386+29.9% | Added |
| Axq Capital, LP | 1,680 | $950.3K | 0.25% | +1,680 | New |
| DF Dent & Co Inc | 1,684 | $952.6K | 0.01% | +850+101.9% | Added |
| Wetherby Asset Management Inc | 1,686 | $953.7K | 0.05% | −69−3.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,695 | $958.8K | 0.49% | +1,695 | New |
| Vestcor Inc | 1,695 | $959.0K | 0.03% | −21−1.2% | Reduced |
| Alberta Investment Management Corp | 1,700 | $961.6K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 1,748 | $988.8K | 0.00% | +59+3.5% | Added |
| Diversified Trust Co | 1,759 | $995.0K | 0.03% | +180+11.4% | Added |
| Linden Thomas Advisory Services, LLC | 1,795 | $1.02M | 0.19% | +174+10.7% | Added |
| Spears Abacus Advisors LLC | 1,814 | $1.03M | 0.08% | +1,814 | New |
| Merit Financial Group, LLC | 1,814 | $1.03M | 0.03% | +45+2.5% | Added |
| Investment Management Corp of Ontario | 1,819 | $1.03M | 0.03% | +1,819 | New |
| Buckley Wealth Management, LLC | 1,830 | $1.04M | 0.36% | −20−1.1% | Reduced |
| Ballentine Partners, LLC | 1,861 | $1.05M | 0.02% | +224+13.7% | Added |
| Kingswood Wealth Advisors, LLC | 1,863 | $1.05M | 0.12% | +49+2.7% | Added |
| Liberty Wealth Management LLC | 1,883 | $1.06M | 0.23% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,885 | $1.07M | 0.00% | −51−2.6% | Reduced |
| Woodline Partners LP | 1,889 | $1.07M | 0.01% | −193−9.3% | Reduced |
| Navellier & Associates Inc | 1,897 | $1.07M | 0.16% | +467+32.7% | Added |
| Kestra Advisory Services, LLC | 1,910 | $1.08M | 0.01% | +11+0.6% | Added |
| Arbor Capital Management Inc | 1,997 | $1.10M | 0.82% | −30−1.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,958 | $1.11M | 0.00% | +1,055+116.8% | Added |
| Great Lakes Advisors, LLC | 1,979 | $1.12M | 0.01% | −2−0.1% | Reduced |
| Verition Fund Management LLC | 2,048 | $1.16M | 0.01% | +1,379+206.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,071 | $1.17M | 0.23% | −13−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,080 | $1.18M | 0.21% | +20+1.0% | Added |
| Birinyi Associates Inc | 2,103 | $1.19M | 0.42% | +10.0% | Added |
| Versor Investments LP | 2,151 | $1.22M | 0.25% | +2,151 | New |
| Advisor OS, LLC | 2,169 | $1.23M | 0.16% | −423−16.3% | Reduced |
| Guggenheim Capital LLC | 2,177 | $1.23M | 0.01% | +482+28.4% | Added |
| Atria Wealth Solutions, Inc. | 2,185 | $1.24M | 0.02% | −96−4.2% | Reduced |
| Pier Capital, LLC | 2,188 | $1.24M | 0.18% | +1,043+91.1% | Added |
| Groupama Asset Managment | 2,198 | $1.24M | 0.03% | +2,198 | New |
| Bennett Selby Investments LP | 2,230 | $1.26M | 0.65% | −13−0.6% | Reduced |
| ProVise Management Group, LLC | 2,264 | $1.28M | 0.11% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,278 | $1.29M | 0.04% | +1,088+91.4% | Added |
| Monumental Financial Group Inc. | 2,313 | $1.31M | 0.78% | −25−1.1% | Reduced |
| Natixis Investment Managers International | 2,314 | $1.31M | 0.09% | +1,105+91.4% | Added |
| Sawtooth Solutions, LLC | 2,330 | $1.32M | 0.04% | +138+6.3% | Added |
| Bleakley Financial Group, LLC | 2,340 | $1.32M | 0.04% | +148+6.8% | Added |
| SRN Advisors, LLC | 2,367 | $1.34M | 1.20% | +478+25.3% | Added |
| Edmond de Rothschild Holding S.A. | 2,373 | $1.34M | 0.02% | −3,444−59.2% | Reduced |
| AXS Investments LLC | 2,399 | $1.36M | 0.33% | +107+4.7% | Added |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.37M | 0.53% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 2,422 | $1.37M | 0.11% | +202+9.1% | Added |
| Chartwell Investment Partners, LLC | 2,471 | $1.40M | 0.05% | +472+23.6% | Added |
| Paragon Advisors, LLC | 2,472 | $1.40M | 0.59% | +846+52.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,504 | $1.42M | 0.04% | +8+0.3% | Added |
| Mercer Global Advisors Inc | 2,504 | $1.42M | 0.00% | +227+10.0% | Added |
| Metis Global Partners, LLC | 2,556 | $1.45M | 0.06% | −335−11.6% | Reduced |
| Canandaigua National Bank & Trust Co | 2,650 | $1.50M | 0.23% | −12−0.5% | Reduced |
| Toroso Investments, LLC | 2,662 | $1.51M | 0.04% | −310−10.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,669 | $1.51M | 1.53% | −538−16.8% | Reduced |
| Greenleaf Trust | 2,684 | $1.52M | 0.02% | +54+2.1% | Added |
| Anthracite Investment Company, Inc. | 2,700 | $1.53M | 0.98% | +2,700 | New |
| Wellington Wealth Strategies, LLC. | 2,731 | $1.54M | 1.35% | +2,731 | New |
| Perpetual Ltd | 2,733 | $1.55M | 0.02% | −3−0.1% | Reduced |
| Segment Wealth Management, LLC | 2,752 | $1.56M | 0.14% | +540+24.4% | Added |
| Fortis Capital Management LLC | 2,766 | $1.56M | 0.40% | +465+20.2% | Added |
| Apollon Wealth Management, LLC | 2,768 | $1.57M | 0.05% | +580+26.5% | Added |
| Captrust Financial Advisors | 2,775 | $1.57M | 0.01% | +70+2.6% | Added |
| Empirical Finance, LLC | 2,777 | $1.57M | 0.11% | +14+0.5% | Added |
| Jefferies Financial Group Inc. | 2,780 | $1.57M | 0.02% | +2,780 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,818 | $1.59M | 0.11% | −54−1.9% | Reduced |
| Fairbanks Capital Management, Inc. | 2,885 | $1.63M | 1.17% | +150+5.5% | Added |
| Davenport & Co LLC | 2,903 | $1.64M | 0.01% | −98−3.3% | Reduced |
| Everence Capital Management Inc | 2,937 | $1.66M | 0.12% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 2,968 | $1.68M | 0.00% | −9,966−77.1% | Reduced |
| PDT Partners, LLC | 3,002 | $1.70M | 0.19% | −911−23.3% | Reduced |
| CIBC World Markets Inc. | 3,013 | $1.70M | 0.00% | +144+5.0% | Added |
| Dantai Capital Ltd | 3,055 | $1.73M | 2.18% | +1,555+103.7% | Added |
| GYL Financial Synergies, LLC | 3,095 | $1.75M | 0.14% | +58+1.9% | Added |
| E. Ohman J:or Asset Management AB | 3,112 | $1.76M | 0.06% | −400−11.4% | Reduced |
| Summit Global Investments | 3,117 | $1.76M | 0.12% | +161+5.4% | Added |
| Quantinno Capital Management LP | 3,133 | $1.77M | 0.06% | +391+14.3% | Added |
| Park Avenue Securities LLC | 3,154 | $1.78M | 0.02% | −98−3.0% | Reduced |
| First Hawaiian Bank | 3,172 | $1.79M | 0.06% | −273−7.9% | Reduced |
| Metropolitan Life Insurance Co | 3,220 | $1.82M | 0.09% | −53−1.6% | Reduced |
| Change Path, LLC | 3,279 | $1.85M | 0.12% | +147+4.7% | Added |
| City Holding Co | 3,296 | $1.86M | 0.30% | +334+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,317 | $1.88M | 0.03% | −294−8.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 3,320 | $1.88M | 0.03% | +3,320 | New |
| Cetera Investment Advisers | 3,329 | $1.88M | 0.02% | −660−16.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,450 | $1.95M | 0.01% | +125+3.8% | Added |
| Entropy Technologies, LP | 3,458 | $1.96M | 0.36% | +3,458 | New |
| Garrison Asset Management, LLC | 3,557 | $2.01M | 1.11% | +83+2.4% | Added |
| FORA Capital, LLC | 3,587 | $2.03M | 0.17% | −2,861−44.4% | Reduced |
| King Luther Capital Management Corp | 3,639 | $2.06M | 0.01% | −22−0.6% | Reduced |
| Achmea Investment Management B.V. | 3,708 | $2.10M | 0.04% | +1,597+75.7% | Added |
| PFG Advisors | 3,736 | $2.11M | 0.17% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 3,781 | $2.14M | 0.03% | +23+0.6% | Added |
| FourThought Financial Partners, LLC | 3,822 | $2.16M | 0.27% | +3,822 | New |
| Janney Montgomery Scott LLC | 3,838 | $2.17M | 0.01% | +662+20.8% | Added |
| Cetera Advisor Networks LLC | 3,882 | $2.20M | 0.01% | −240−5.8% | Reduced |
| Cumberland Partners Ltd | 4,333 | $2.22M | 0.20% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,974 | $2.25M | 0.01% | −242−5.7% | Reduced |
| Eqis Capital Management, Inc. | 4,064 | $2.30M | 0.19% | −306−7.0% | Reduced |