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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 4,093 | $2.32M | 0.09% | −118−2.8% | Reduced |
| Mawer Investment Management Ltd. | 4,106 | $2.32M | 0.01% | +335+8.9% | Added |
| Cubist Systematic Strategies, LLC | 4,119 | $2.33M | 0.03% | −33,130−88.9% | Reduced |
| Ritholtz Wealth Management | 4,145 | $2.34M | 0.09% | +10.0% | Added |
| New Mexico Educational Retirement Board | 4,200 | $2.38M | 0.09% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,237 | $2.40M | 0.08% | −7−0.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,266 | $2.41M | 1.96% | −1,400−24.7% | Reduced |
| Shelton Capital Management | 4,268 | $2.41M | 0.08% | −42−1.0% | Reduced |
| Bokf, NA | 4,279 | $2.42M | 0.05% | +14+0.3% | Added |
| Sequoia Financial Advisors, LLC | 4,332 | $2.45M | 0.03% | +3,049+237.6% | Added |
| Engineers Gate Manager LP | 4,355 | $2.46M | 0.07% | +533+13.9% | Added |
| Freedom Day Solutions, LLC | 4,374 | $2.47M | 0.97% | −8−0.2% | Reduced |
| Alamar Capital Management, LLC | 4,377 | $2.48M | 1.96% | +92+2.1% | Added |
| Prescott Group Capital Management, L.L.C. | 4,384 | $2.48M | 0.43% | +4,384 | New |
| Atlantic Union Bankshares Corp | 4,416 | $2.50M | 0.23% | +437+11.0% | Added |
| Cornercap Investment Counsel Inc | 4,478 | $2.53M | 0.41% | +92+2.1% | Added |
| Fiduciary Trust Co | 4,501 | $2.55M | 0.04% | +94+2.1% | Added |
| Oppenheimer Asset Management Inc. | 4,524 | $2.56M | 0.04% | −84−1.8% | Reduced |
| Sumitomo Life Insurance Co | 4,526 | $2.56M | 0.08% | −164−3.5% | Reduced |
| Colony Group, LLC | 4,548 | $2.57M | 0.03% | +4,548 | New |
| Ieq Capital, LLC | 4,671 | $2.64M | 0.04% | +274+6.2% | Added |
| Gamco Investors, Inc. Et Al | 4,687 | $2.65M | 0.03% | +34+0.7% | Added |
| Solidarilty Wealth, LLC | 4,700 | $2.66M | 0.96% | +4,700 | New |
| Alps Advisors Inc | 4,709 | $2.66M | 0.02% | −14−0.3% | Reduced |
| First Foundation Advisors | 4,763 | $2.69M | 0.12% | −15−0.3% | Reduced |
| Louisiana State Employees Retirement System | 4,800 | $2.72M | 0.06% | −100−2.0% | Reduced |
| Ghe, LLC | 4,801 | $2.72M | 1.70% | +55+1.2% | Added |
| Brevan Howard Capital Management LP | 4,870 | $2.75M | 0.28% | +4,870 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,876 | $2.77M | 0.00% | −1,220−20.0% | Reduced |
| Bessemer Group Inc | 5,070 | $2.87M | 0.01% | −264−4.9% | Reduced |
| Crossmark Global Holdings, Inc. | 5,071 | $2.87M | 0.06% | −10−0.2% | Reduced |
| Spouting Rock Asset Management, LLC | 5,078 | $2.87M | 1.05% | −1,713−25.2% | Reduced |
| Securian Asset Management, Inc | 5,085 | $2.88M | 0.08% | −556−9.9% | Reduced |
| Tsai Capital Corp | 5,091 | $2.88M | 2.64% | −1,023−16.7% | Reduced |
| Aurora Investment Managers, LLC. | 5,119 | $2.90M | 2.20% | −13−0.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,188 | $2.93M | 0.01% | +2,103+68.2% | Added |
| Acadian Asset Management LLC | 5,204 | $2.94M | 0.01% | −6,314−54.8% | Reduced |
| US Bancorp | 5,229 | $2.96M | 0.00% | +152+3.0% | Added |
| GWM Advisors LLC | 5,290 | $2.99M | 0.03% | +1,190+29.0% | Added |
| Hartford Investment Management Co | 5,324 | $3.01M | 0.11% | −296−5.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 5,338 | $3.02M | 0.65% | +1,437+36.8% | Added |
| Banco Santander, S.A. | 5,358 | $3.03M | 0.04% | −24−0.4% | Reduced |
| Kingfisher Capital LLC | 5,402 | $3.06M | 0.80% | −189−3.4% | Reduced |
| iA Global Asset Management Inc. | 5,576 | $3.15M | 0.07% | −1,734−23.7% | Reduced |
| Ethic Inc. | 5,637 | $3.19M | 0.09% | +238+4.4% | Added |
| Synovus Financial Corp | 5,653 | $3.20M | 0.05% | −486−7.9% | Reduced |
| JustInvest LLC | 5,839 | $3.30M | 0.08% | −2,055−26.0% | Reduced |
| TD Private Client Wealth LLC | 5,862 | $3.32M | 0.12% | −2,094−26.3% | Reduced |
| Maryland State Retirement & Pension System | 5,936 | $3.36M | 0.07% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 6,124 | $3.46M | 0.02% | −36−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 6,183 | $3.50M | 0.06% | +41+0.7% | Added |
| Quantitative Investment Management, LLC | 6,211 | $3.51M | 0.20% | +4,988+407.8% | Added |
| First Trust Advisors LP | 6,284 | $3.55M | 0.00% | +4,026+178.3% | Added |
| Cornerstone Advisors, LLC | 6,300 | $3.56M | 0.16% | −1,100−14.9% | Reduced |
| Kentucky Retirement Systems | 6,328 | $3.58M | 0.11% | −105−1.6% | Reduced |
| Pacer Advisors, Inc. | 6,456 | $3.65M | 0.01% | −11,604−64.3% | Reduced |
| Natixis | 6,461 | $3.65M | 0.03% | +1,437+28.6% | Added |
| Assetmark, Inc | 6,464 | $3.66M | 0.01% | +1,087+20.2% | Added |
| Capital International Sarl | 6,474 | $3.66M | 0.14% | +24+0.4% | Added |
| Wealthfront Advisers LLC | 6,474 | $3.66M | 0.01% | −36−0.6% | Reduced |
| Gulf International Bank (UK) Ltd | 6,566 | $3.71M | 0.10% | −732−10.0% | Reduced |
| Vinva Investment Management Ltd | 6,553 | $3.74M | 0.26% | +2,617+66.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,618 | $3.74M | 0.02% | −765−10.4% | Reduced |
| Duality Advisers, LP | 6,682 | $3.78M | 0.40% | +5,202+351.5% | Added |
| Level Four Advisory Services, LLC | 6,789 | $3.84M | 0.22% | +93+1.4% | Added |
| Creative Planning | 6,809 | $3.85M | 0.01% | +355+5.5% | Added |
| Teachers Retirement System of the State of Kentucky | 6,830 | $3.86M | 0.04% | −372−5.2% | Reduced |
| Clearbridge Investments, LLC | 7,054 | $3.99M | 0.00% | +235+3.4% | Added |
| Abn Amro Investment Solutions | 7,073 | $4.00M | 0.07% | −206−2.8% | Reduced |
| PGGM Investments | 7,125 | $4.03M | 0.06% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,157 | $4.05M | 0.77% | 00.0% | Unchanged |
| Financial Counselors Inc | 7,233 | $4.09M | 0.07% | −20−0.3% | Reduced |
| Munro Partners | 7,259 | $4.11M | 0.19% | −360−4.7% | Reduced |
| Smith Group Asset Management, LLC | 7,283 | $4.12M | 0.24% | +7,283 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,359 | $4.16M | 0.01% | +339+4.8% | Added |
| Strategic Global Advisors, LLC | 7,434 | $4.21M | 0.96% | −5,176−41.0% | Reduced |
| Fifth Third Bancorp | 7,457 | $4.22M | 0.02% | +111+1.5% | Added |
| Atria Investments LLC | 7,662 | $4.33M | 0.07% | +93+1.2% | Added |
| Cerity Partners LLC | 7,679 | $4.34M | 0.01% | +761+11.0% | Added |
| Cape Cod Five Cents Savings Bank | 7,835 | $4.43M | 0.45% | −8,245−51.3% | Reduced |
| Clear Harbor Asset Management, LLC | 7,913 | $4.48M | 0.43% | +66+0.8% | Added |
| CWM Advisors, LLC | 7,990 | $4.52M | 0.50% | −68−0.8% | Reduced |
| Jump Financial, LLC | 8,184 | $4.63M | 0.15% | +7,548+1,186.8% | Added |
| Campbell & CO Investment Adviser LLC | 8,248 | $4.67M | 0.42% | +8,248 | New |
| Donaldson Capital Management, LLC | 8,254 | $4.67M | 0.21% | +324+4.1% | Added |
| Cresset Asset Management, LLC | 8,399 | $4.75M | 0.03% | +149+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,881 | $5.02M | 0.01% | +406+4.8% | Added |
| Mackenzie Financial Corp | 8,944 | $5.06M | 0.01% | −117−1.3% | Reduced |
| Northwest & Ethical Investments L.P. | 8,988 | $5.08M | 0.16% | +3,455+62.4% | Added |
| Advisors Capital Management, LLC | 9,009 | $5.10M | 0.10% | +1,667+22.7% | Added |
| British Columbia Investment Management Corp | 9,105 | $5.15M | 0.04% | +1,827+25.1% | Added |
| Empire Life Investments Inc. | 9,178 | $5.19M | 0.34% | −10−0.1% | Reduced |
| Daiwa Securities Group Inc. | 9,244 | $5.23M | 0.03% | +12+0.1% | Added |
| Twinbeech Capital LP | 9,282 | $5.25M | 0.08% | +9,282 | New |
| Polar Capital Holdings Plc | 9,366 | $5.30M | 0.04% | −3,534−27.4% | Reduced |
| Nissay Asset Management Corp | 9,518 | $5.38M | 0.04% | +236+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 9,978 | $5.64M | 0.27% | +814+8.9% | Added |
| Pathstone Holdings, LLC | 10,007 | $5.66M | 0.03% | +10,007 | New |
| AE Wealth Management LLC | 10,325 | $5.67M | 0.03% | −594−5.4% | Reduced |
| Yousif Capital Management, LLC | 10,130 | $5.73M | 0.07% | −403−3.8% | Reduced |