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 |
|---|---|---|---|---|---|
| Fernwood Investment Management, LLC | 10,157 | $5.74M | 1.89% | +423+4.3% | Added |
| Vident Advisory, LLC | 10,330 | $5.84M | 0.15% | +1,760+20.5% | Added |
| Ardevora Asset Management LLP | 10,347 | $5.85M | 0.52% | −8,342−44.6% | Reduced |
| K.J. Harrison & Partners Inc | 10,436 | $5.90M | 1.00% | −9−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 10,498 | $5.94M | 0.01% | +3,467+49.3% | Added |
| Baldwin Brothers Inc | 10,561 | $5.97M | 0.47% | −200−1.9% | Reduced |
| Janus Henderson Group PLC | 10,647 | $6.02M | 0.00% | −173,708−94.2% | Reduced |
| Logan Capital Management Inc | 10,759 | $6.09M | 0.28% | −501−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 10,839 | $6.13M | 0.08% | +5,901+119.5% | Added |
| State of Alaska, Department of Revenue | 10,920 | $6.17M | 0.07% | −855−7.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,927 | $6.18M | 0.01% | −1,009−8.5% | Reduced |
| Squarepoint Ops LLC | 11,182 | $6.33M | 0.03% | −15,220−57.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 11,602 | $6.56M | 0.50% | +3,075+36.1% | Added |
| Mutual of America Capital Management LLC | 11,672 | $6.60M | 0.08% | −558−4.6% | Reduced |
| AMG National Trust Bank | 11,845 | $6.70M | 0.21% | +6+0.1% | Added |
| Modera Wealth Management, LLC | 11,995 | $6.78M | 0.11% | −9,995−45.5% | Reduced |
| New York Life Investment Management LLC | 12,313 | $6.96M | 0.07% | +73+0.6% | Added |
| Public Sector Pension Investment Board | 12,376 | $7.00M | 0.05% | −6,044−32.8% | Reduced |
| Cambridge Financial Group, Inc. | 12,458 | $7.05M | 3.52% | −527−4.1% | Reduced |
| Middleton & Co Inc | 12,653 | $7.16M | 0.89% | +84+0.7% | Added |
| Vancity Investment Management Ltd | 12,886 | $7.29M | 1.07% | −22,446−63.5% | Reduced |
| AQR Capital Management LLC | 12,929 | $7.31M | 0.01% | −483−3.6% | Reduced |
| Bell Asset Management Ltd | 13,001 | $7.35M | 1.12% | +3,099+31.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,191 | $7.46M | 0.09% | −8,312−38.7% | Reduced |
| Utah Retirement Systems | 13,274 | $7.51M | 0.10% | +54+0.4% | Added |
| Transform Wealth, LLC | 13,287 | $7.52M | 0.73% | +101+0.8% | Added |
| Shell Asset Management Co | 13,477 | $7.62M | 0.35% | −3,485−20.5% | Reduced |
| Teacher Retirement System of Texas | 13,580 | $7.68M | 0.05% | +2,259+20.0% | Added |
| Silvant Capital Management LLC | 13,603 | $7.69M | 0.41% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 13,851 | $7.83M | 0.10% | −231−1.6% | Reduced |
| Czech National Bank | 13,852 | $7.84M | 0.11% | +29+0.2% | Added |
| Connectus Wealth, LLC | 13,866 | $7.84M | 0.16% | −43−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 13,984 | $7.91M | 0.24% | +669+5.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,010 | $7.92M | 0.10% | −28−0.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 14,094 | $7.97M | 0.84% | −19,394−57.9% | Reduced |
| The PNC Financial Services Group, Inc. | 14,305 | $8.09M | 0.01% | −219−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 14,458 | $8.18M | 0.10% | +5,107+54.6% | Added |
| Motley Fool Wealth Management, LLC | 14,750 | $8.31M | 0.44% | −608−4.0% | Reduced |
| ING Groep NV | 14,866 | $8.41M | 0.07% | +2,320+18.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 14,928 | $8.44M | 0.18% | −2,372−13.7% | Reduced |
| Lazard Asset Management LLC | 15,146 | $8.57M | 0.01% | −18,993−55.6% | Reduced |
| Credit Agricole S A | 15,337 | $8.68M | 0.18% | −610−3.8% | Reduced |
| USS Investment Management Ltd | 15,456 | $8.74M | 0.08% | −2,538−14.1% | Reduced |
| Azimuth Capital Investment Management LLC | 15,525 | $8.78M | 0.40% | +270+1.8% | Added |
| Xponance, Inc. | 15,882 | $8.98M | 0.11% | −24−0.2% | Reduced |
| MML Investors Services, LLC | 15,906 | $9.00M | 0.04% | +3,449+27.7% | Added |
| Thematics Asset Management | 15,936 | $9.01M | 0.40% | −659−4.0% | Reduced |
| IFM Investors Pty Ltd | 15,967 | $9.03M | 0.11% | −368−2.3% | Reduced |
| DnB Asset Management AS | 16,107 | $9.11M | 0.05% | +1,429+9.7% | Added |
| Totem Point Management, LLC | 16,487 | $9.33M | 12.09% | +5,357+48.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,716 | $9.46M | 0.12% | −193−1.1% | Reduced |
| Mariner, LLC | 16,768 | $9.49M | 0.02% | +2,531+17.8% | Added |
| Andra AP-fonden | 16,900 | $9.56M | 0.51% | +200+1.2% | Added |
| Progressive Investment Management Corp | 16,953 | $9.59M | 2.73% | −43−0.3% | Reduced |
| Fred Alger Management, LLC | 16,995 | $9.61M | 0.05% | −5,449−24.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,320 | $9.80M | 0.07% | +1,418+8.9% | Added |
| Retirement Systems of Alabama | 17,431 | $9.86M | 0.04% | −452−2.5% | Reduced |
| First Horizon Advisors, Inc. | 17,475 | $9.88M | 0.33% | −51−0.3% | Reduced |
| ProShare Advisors LLC | 17,493 | $9.89M | 0.03% | −1,085−5.8% | Reduced |
| Handelsbanken Fonder AB | 17,674 | $10.0M | 0.05% | −2,682−13.2% | Reduced |
| Marks Group Wealth Management, Inc | 17,792 | $10.1M | 1.15% | +558+3.2% | Added |
| Texas Permanent School Fund | 18,044 | $10.2M | 0.09% | +44+0.2% | Added |
| Walter Public Investments Inc. | 18,142 | $10.3M | 2.16% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 18,301 | $10.4M | 0.77% | −279−1.5% | Reduced |
| CIBC World Markets Corp | 18,343 | $10.4M | 0.06% | +5,641+44.4% | Added |
| Prudential PLC | 18,375 | $10.4M | 0.11% | +3,436+23.0% | Added |
| Commerce Bank | 18,469 | $10.4M | 0.07% | +105+0.6% | Added |
| Aquatic Capital Management LLC | 18,800 | $10.6M | 0.27% | +18,800 | New |
| B. Metzler seel. Sohn & Co. AG | 18,924 | $10.7M | 0.14% | +593+3.2% | Added |
| Stifel Financial Corp | 19,265 | $10.9M | 0.01% | +4,855+33.7% | Added |
| Amalgamated Bank | 19,571 | $11.1M | 0.09% | −1,263−6.1% | Reduced |
| United Capital Financial Advisers, LLC | 19,830 | $11.2M | 0.09% | +4,074+25.9% | Added |
| Empower Advisory Group, LLC | 19,946 | $11.3M | 0.04% | −336−1.7% | Reduced |
| RBF Capital, LLC | 20,000 | $11.3M | 0.71% | 00.0% | Unchanged |
| Norinchukin Bank, The | 20,087 | $11.4M | 0.27% | −17,200−46.1% | Reduced |
| TCW Group Inc | 20,174 | $11.4M | 0.13% | +1,288+6.8% | Added |
| Fayez Sarofim & Co | 19,548 | $11.6M | 0.04% | 00.0% | Unchanged |
| MetLife Investment Management | 20,738 | $11.7M | 0.08% | −379−1.8% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $11.9M | 1.77% | 00.0% | Unchanged |
| 2Xideas AG | 21,111 | $11.9M | 1.28% | −2,286−9.8% | Reduced |
| La Financiere de L'Echiquier | 21,700 | $12.3M | 0.57% | −8,800−28.9% | Reduced |
| Marsico Capital Management LLC | 21,905 | $12.4M | 0.49% | +769+3.6% | Added |
| Arizona State Retirement System | 22,252 | $12.6M | 0.10% | −410−1.8% | Reduced |
| Forsta Ap-Fonden | 22,400 | $12.7M | 0.13% | +700+3.2% | Added |
| American International Group, Inc. | 22,647 | $12.8M | 0.05% | +18+0.1% | Added |
| Stony Point Capital LLC | 22,734 | $12.9M | 4.25% | −5,350−19.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 22,991 | $13.0M | 0.07% | +16,571+258.1% | Added |
| Copeland Capital Management, LLC | 23,030 | $13.0M | 0.26% | −557−2.4% | Reduced |
| Comerica Bank | 23,283 | $13.2M | 0.06% | −2,362−9.2% | Reduced |
| SG Americas Securities, LLC | 23,640 | $13.4M | 0.15% | −11,325−32.4% | Reduced |
| Advisor Group Holdings, Inc. | 24,147 | $13.7M | 0.02% | −14,381−37.3% | Reduced |
| M&T Bank Corp | 25,136 | $14.2M | 0.05% | −2,344−8.5% | Reduced |
| C WorldWide Group Holding A/S | 25,146 | $14.2M | 0.19% | 00.0% | Unchanged |
| Truist Financial Corp | 25,184 | $14.2M | 0.02% | −3,329−11.7% | Reduced |
| Jane Street Group, LLC | 25,330 | $14.3M | 0.02% | +3,546+16.3% | Added |
| Susquehanna International Group, LLP | 25,739 | $14.6M | 0.02% | −22,065−46.2% | Reduced |
| Nisa Investment Advisors, LLC | 25,849 | $14.6M | 0.10% | −775−2.9% | Reduced |
| Gabelli Funds LLC | 26,240 | $14.8M | 0.11% | −3,000−10.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,388 | $14.9M | 0.06% | +1,752+7.1% | Added |
| London & Capital Asset Management Ltd | 26,638 | $15.1M | 1.26% | −320−1.2% | Reduced |