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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 28,231 | $16.0M | 0.76% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 28,773 | $16.3M | 0.07% | +1,464+5.4% | Added |
| TCG Advisory Services, LLC | 29,003 | $16.4M | 1.14% | +29,003 | New |
| Eventide Asset Management, LLC | 29,024 | $16.4M | 0.27% | −599−2.0% | Reduced |
| Royal London Asset Management Ltd | 29,252 | $16.5M | 0.05% | −295−1.0% | Reduced |
| Castleark Management LLC | 29,559 | $16.7M | 0.74% | −6,906−18.9% | Reduced |
| Pittenger & Anderson Inc | 29,597 | $16.7M | 0.75% | −195−0.7% | Reduced |
| Brinker Capital Investments, LLC | 31,142 | $16.9M | 0.20% | −2,178−6.5% | Reduced |
| Orion Portfolio Solutions, LLC | 31,142 | $16.9M | 0.20% | −2,178−6.5% | Reduced |
| Bridgecreek Investment Management, LLC | 30,035 | $17.0M | 3.29% | −2,210−6.9% | Reduced |
| Vontobel Holding Ltd. | 30,737 | $17.4M | 0.15% | −596−1.9% | Reduced |
| Quantum Capital Management, LLC | 30,824 | $17.4M | 2.05% | −865−2.7% | Reduced |
| Montanaro Asset Management Ltd | 30,875 | $17.5M | 3.29% | −2,625−7.8% | Reduced |
| Avanda Investment Management Pte. Ltd. | 31,401 | $17.8M | 1.73% | +31,401 | New |
| Pinebridge Investments, L.P. | 32,292 | $18.3M | 0.17% | +30,124+1,389.5% | Added |
| Voloridge Investment Management, LLC | 32,799 | $18.6M | 0.07% | +3,328+11.3% | Added |
| TD Asset Management Inc | 34,247 | $19.4M | 0.02% | −22,569−39.7% | Reduced |
| Treasurer of the State of North Carolina | 35,155 | $19.9M | 0.10% | +1,411+4.2% | Added |
| Macquarie Group Ltd | 35,222 | $19.9M | 0.02% | −4,182−10.6% | Reduced |
| Tudor Investment Corp Et Al | 36,308 | $20.5M | 0.28% | +36,308 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34,473 | $20.6M | 0.20% | −403−1.2% | Reduced |
| State of Tennessee, Treasury Department | 37,553 | $21.2M | 0.08% | 00.0% | Unchanged |
| Capital International Inc | 37,858 | $21.4M | 0.33% | −927−2.4% | Reduced |
| Public Employees Retirement System of Ohio | 39,586 | $22.4M | 0.09% | +5,143+14.9% | Added |
| Asset Management One Co.,Ltd. | 39,726 | $22.7M | 0.09% | −1,326−3.2% | Reduced |
| Moran Wealth Management, LLC | 40,353 | $22.8M | 0.81% | −740−1.8% | Reduced |
| Trillium Asset Management, LLC | 40,701 | $23.0M | 0.63% | −2,419−5.6% | Reduced |
| Voya Investment Management LLC | 40,959 | $23.2M | 0.02% | −22,968−35.9% | Reduced |
| State of Wisconsin Investment Board | 42,007 | $23.8M | 0.07% | −592−1.4% | Reduced |
| Dock Street Asset Management Inc | 42,147 | $23.8M | 3.73% | +379+0.9% | Added |
| D. E. Shaw & Co., Inc. | 42,339 | $23.9M | 0.03% | −35,784−45.8% | Reduced |
| Ensign Peak Advisors, Inc | 42,537 | $24.1M | 0.05% | +27,949+191.6% | Added |
| Toronto Dominion Bank | 43,864 | $24.8M | 0.04% | −472−1.1% | Reduced |
| Ossiam | 44,012 | $24.9M | 0.40% | +1,906+4.5% | Added |
| Bank of Nova Scotia | 44,217 | $25.0M | 0.05% | +35,654+416.4% | Added |
| Allspring Global Investments Holdings, LLC | 45,136 | $25.5M | 0.04% | +3,531+8.5% | Added |
| State of New Jersey Common Pension Fund D | 45,639 | $25.8M | 0.09% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 45,700 | $25.9M | 0.15% | −22,466−33.0% | Reduced |
| Natixis Advisors, L.P. | 46,881 | $26.5M | 0.07% | +5,365+12.9% | Added |
| Canada Pension Plan Investment Board | 47,367 | $26.8M | 0.03% | −2,500−5.0% | Reduced |
| Twin Tree Management, LP | 47,892 | $27.1M | 0.49% | +40,760+571.5% | Added |
| Tokio Marine Asset Management Co Ltd | 47,912 | $27.1M | 1.49% | −145−0.3% | Reduced |
| Gateway Investment Advisers LLC | 51,607 | $29.2M | 0.34% | −328−0.6% | Reduced |
| Citigroup Inc | 51,930 | $29.4M | 0.04% | −5,032−8.8% | Reduced |
| CI Private Wealth, LLC | 53,917 | $30.5M | 0.06% | +9,109+20.3% | Added |
| Williams Jones Wealth Management, LLC. | 54,191 | $30.7M | 0.43% | −979−1.8% | Reduced |
| National Bank of Canada | 55,866 | $30.8M | 0.06% | −26,681−32.3% | Reduced |
| LPL Financial LLC | 58,621 | $33.2M | 0.02% | −694−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 59,098 | $33.4M | 0.02% | +1,266+2.2% | Added |
| Man Group plc | 60,266 | $34.1M | 0.10% | – | – |
| SeaTown Holdings Pte. Ltd. | 62,026 | $35.1M | 4.82% | −4,870−7.3% | Reduced |
| Great West Life Assurance Co | 63,147 | $35.5M | 0.08% | +2,076+3.4% | Added |
| Raymond James & Associates | 63,594 | $36.0M | 0.03% | +1,664+2.7% | Added |
| Kornitzer Capital Management Inc | 64,076 | $36.2M | 0.71% | −1,145−1.8% | Reduced |
| Formuepleje A/S | 65,219 | $36.9M | 2.62% | +47,421+266.4% | Added |
| CIBC Asset Management Inc | 65,941 | $37.3M | 0.14% | −4,413−6.3% | Reduced |
| BNP Paribas Arbitrage, SA | 69,470 | $39.3M | 0.07% | +11,423+19.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 69,683 | $40.0M | 0.55% | +69,683 | New |
| Mitsubishi UFJ Trust & Banking Corp | 71,766 | $40.6M | 0.10% | −7,108−9.0% | Reduced |
| STRS Ohio | 72,800 | $41.2M | 0.17% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 73,222 | $41.4M | 0.58% | +38,169+108.9% | Added |
| DekaBank Deutsche Girozentrale | 73,124 | $41.5M | 0.09% | −208−0.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,269 | $41.9M | 0.07% | +3,272+4.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 74,536 | $42.2M | 0.42% | +42,099+129.8% | Added |
| NS Partners Ltd | 75,758 | $42.9M | 2.08% | +275+0.4% | Added |
| Adage Capital Partners GP, L.L.C. | 76,800 | $43.4M | 0.09% | −1,800−2.3% | Reduced |
| Thrivent Financial for Lutherans | 77,325 | $43.7M | 0.10% | +21,379+38.2% | Added |
| Citadel Advisors LLC | 77,567 | $43.9M | 0.04% | +38,055+96.3% | Added |
| Korea Investment CORP | 79,136 | $44.8M | 0.12% | −27,917−26.1% | Reduced |
| State Board of Administration of Florida Retirement System | 80,379 | $45.5M | 0.09% | +1,230+1.6% | Added |
| New York State Common Retirement Fund | 81,098 | $45.9M | 0.06% | −10,975−11.9% | Reduced |
| KBC Group NV | 84,149 | $47.6M | 0.17% | −10,959−11.5% | Reduced |
| New York State Teachers Retirement System | 84,307 | $47.7M | 0.11% | −2,620−3.0% | Reduced |
| Loomis Sayles & Co L P | 87,732 | $49.6M | 0.08% | −4,966−5.4% | Reduced |
| CIBC Private Wealth Group, LLC | 88,752 | $50.2M | 0.11% | +1,198+1.4% | Added |
| Ycg, LLC | 89,294 | $50.5M | 4.18% | −6,518−6.8% | Reduced |
| Bowie Capital Management, LLC | 89,644 | $50.7M | 5.73% | −182−0.2% | Reduced |
| Ako Capital LLP | 91,012 | $51.5M | 0.73% | +91,012 | New |
| Pictet Asset Management Holding SA | 91,422 | $51.7M | 0.06% | −253−0.3% | Reduced |
| Frontier Capital Management Co LLC | 93,923 | $53.1M | 0.54% | −16,399−14.9% | Reduced |
| Credit Suisse AG | 94,614 | $53.5M | 0.05% | +415+0.4% | Added |
| NFJ Investment Group, LLC | 95,538 | $54.0M | 1.50% | −5,400−5.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 97,664 | $55.2M | 0.06% | +2,506+2.6% | Added |
| Wells Fargo & Company | 99,954 | $56.5M | 0.02% | +2,847+2.9% | Added |
| Aviva PLC | 103,681 | $58.6M | 0.21% | +38,723+59.6% | Added |
| Bank of Montreal | 103,478 | $59.2M | 0.03% | +16,057+18.4% | Added |
| Capital Group Private Client Services, Inc. | 107,002 | $60.5M | 0.63% | −3,413−3.1% | Reduced |
| EULAV Asset Management | 107,302 | $60.7M | 1.88% | +33,202+44.8% | Added |
| Standard Life Aberdeen plc | 108,080 | $61.1M | 0.13% | +83,849+346.0% | Added |
| GFI Investment Counsel Ltd. | 112,748 | $63.8M | 8.82% | −5,881−5.0% | Reduced |
| HighTower Advisors, LLC | 114,535 | $64.8M | 0.11% | −1,579−1.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 114,855 | $65.0M | 0.16% | −6,754−5.6% | Reduced |
| Two Sigma Investments, LP | 117,065 | $66.2M | 0.16% | +51,340+78.1% | Added |
| Degroof Petercam Asset Management | 117,242 | $66.3M | 0.87% | +117,242 | New |
| California State Teachers Retirement System | 123,502 | $69.9M | 0.10% | +191+0.2% | Added |
| State of Michigan Retirement System | 126,102 | $71.3M | 0.42% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 131,033 | $74.1M | 0.18% | −40,254−23.5% | Reduced |
| Polen Capital Management LLC | 135,306 | $76.6M | 0.19% | −3,939−2.8% | Reduced |
| UBS Group AG | 141,352 | $80.0M | 0.03% | +23,213+19.6% | Added |
| California Public Employees Retirement System | 141,429 | $80.0M | 0.06% | −6,625−4.5% | Reduced |