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 |
|---|---|---|---|---|---|
| Markel Group Inc.SuperinvestorMarkel Group | 142,850 | $80.8M | 0.88% | 00.0% | Unchanged |
| Prudential Financial Inc | 144,754 | $81.2M | 0.12% | −39,752−21.5% | Reduced |
| Assenagon Asset Management S.A. | 143,742 | $81.3M | 0.25% | +11,704+8.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 144,267 | $81.6M | 0.29% | −1,379−0.9% | Reduced |
| Westfield Capital Management Co LP | 148,123 | $83.8M | 0.49% | −12,556−7.8% | Reduced |
| Swedbank AB | 150,016 | $84.9M | 0.14% | −2,818−1.8% | Reduced |
| Bristol Gate Capital Partners Inc. | 152,565 | $86.3M | 4.30% | −4,597−2.9% | Reduced |
| National Pension Service | 154,239 | $87.2M | 0.12% | +3,502+2.3% | Added |
| Rhumbline Advisers | 156,269 | $88.4M | 0.09% | −973−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 162,313 | $91.8M | 0.38% | −414−0.3% | Reduced |
| HSBC Holdings PLC | 167,857 | $95.0M | 0.09% | +42,820+34.2% | Added |
| AXA S.A. | 169,022 | $95.6M | 0.31% | +12,183+7.8% | Added |
| Russell Investments Group, Ltd. | 176,811 | $100.1M | 0.18% | −1,232−0.7% | Reduced |
| Baird Financial Group, Inc. | 183,355 | $103.7M | 0.24% | −70,075−27.7% | Reduced |
| Fisher Asset Management, LLC | 185,088 | $104.7M | 0.06% | +2,750+1.5% | Added |
| Victory Capital Management Inc | 186,049 | $105.2M | 0.11% | −19,984−9.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 186,269 | $105.4M | 0.08% | −2,640−1.4% | Reduced |
| Envestnet Asset Management Inc | 190,934 | $108.0M | 0.04% | −12,222−6.0% | Reduced |
| SEI Investments Co | 195,316 | $110.5M | 0.18% | +384+0.2% | Added |
| Two Sigma Advisers, LP | 203,900 | $115.3M | 0.27% | −13,100−6.0% | Reduced |
| Panagora Asset Management Inc | 204,794 | $115.8M | 0.65% | +69,593+51.5% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 207,165 | $117.2M | 0.49% | −2,704−1.3% | Reduced |
| Flossbach Von Storch AG | 207,968 | $117.6M | 0.54% | −7,253−3.4% | Reduced |
| Allianz Asset Management GmbH | 209,222 | $118.3M | 0.22% | −33,494−13.8% | Reduced |
| Dimensional Fund Advisors LP | 215,483 | $121.9M | 0.04% | −16,497−7.1% | Reduced |
| APG Asset Management N.V. | 238,645 | $122.2M | 0.24% | +40,284+20.3% | Added |
| Nordea Investment Management AB | 218,623 | $124.8M | 0.16% | +35,277+19.2% | Added |
| Los Angeles Capital Management LLC | 225,576 | $127.6M | 0.48% | −18,691−7.7% | Reduced |
| Artisan Partners Limited Partnership | 234,006 | $132.4M | 0.21% | −106,920−31.4% | Reduced |
| Royal Bank of Canada | 240,276 | $135.9M | 0.03% | +39,377+19.6% | Added |
| Nuveen Asset Management, LLC | 251,890 | $142.5M | 0.05% | −16,750−6.2% | Reduced |
| Schroder Investment Management Group | 252,978 | $143.1M | 0.19% | −25,128−9.0% | Reduced |
| Public Employees Retirement Association of Colorado | 253,636 | $143.5M | 0.66% | −496−0.2% | Reduced |
| AustralianSuper Pty Ltd | 253,990 | $143.7M | 0.86% | +39,738+18.5% | Added |
| Qube Research & Technologies Ltd | 262,269 | $148.4M | 0.34% | +135,377+106.7% | Added |
| Temasek Holdings (Private) Ltd | 266,857 | $150.9M | 0.84% | 00.0% | Unchanged |
| Ownership Capital B.V. | 267,128 | $151.1M | 3.37% | −9,150−3.3% | Reduced |
| UBS Asset Management Americas Inc | 289,092 | $163.5M | 0.06% | −56,935−16.5% | Reduced |
| Eagle Asset Management Inc | 289,980 | $164.0M | 0.88% | +417+0.1% | Added |
| Storebrand Asset Management AS | 299,917 | $169.6M | 0.61% | +244,723+443.4% | Added |
| Millennium Management LLC | 308,220 | $174.3M | 0.17% | +176,185+133.4% | Added |
| Barclays PLC | 312,133 | $176.6M | 0.09% | −26,298−7.8% | Reduced |
| Deutsche Bank AG | 317,126 | $179.4M | 0.09% | −18,400−5.5% | Reduced |
| Neuberger Berman Group LLC | 384,168 | $217.3M | 0.19% | −8,571−2.2% | Reduced |
| Putnam Investments LLC | 412,035 | $233.1M | 0.31% | +96,380+30.5% | Added |
| Ameriprise Financial Inc | 443,524 | $250.9M | 0.08% | −78,247−15.0% | Reduced |
| Charles Schwab Investment Management Inc | 452,357 | $255.9M | 0.06% | +14,141+3.2% | Added |
| Goldman Sachs Group Inc | 455,537 | $257.7M | 0.06% | −125,458−21.6% | Reduced |
| Price T Rowe Associates Inc | 489,440 | $276.9M | 0.04% | −48,801−9.1% | Reduced |
| Invesco Ltd. | 490,440 | $277.4M | 0.07% | +7,282+1.5% | Added |
| Legal & General Group Plc | 543,762 | $307.6M | 0.10% | +7,359+1.4% | Added |
| Bank of New York Mellon Corp | 552,402 | $312.5M | 0.06% | −10,135−1.8% | Reduced |
| Amundi | 588,788 | $317.8M | 0.14% | −49,867−7.8% | Reduced |
| StonePine Asset Management Inc. | 564,318 | $319.2M | 3.43% | +94,658+20.2% | Added |
| Durable Capital Partners LP | 583,438 | $330.0M | 2.61% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 587,978 | $331.9M | 1.33% | +522,926+803.9% | Added |
| Franklin Resources Inc | 622,859 | $352.3M | 0.16% | −7,580−1.2% | Reduced |
| Winslow Capital Management, LLC | 625,809 | $354.0M | 1.47% | +142,910+29.6% | Added |
| Capital World Investors | 656,050 | $371.1M | 0.07% | +71,012+12.1% | Added |
| Bank of America Corp | 695,072 | $393.2M | 0.04% | −60,294−8.0% | Reduced |
| Northern Trust Corp | 703,963 | $398.2M | 0.07% | +1,006+0.1% | Added |
| JPMorgan Chase & Co | 782,424 | $442.6M | 0.05% | −10,810−1.4% | Reduced |
| Morgan Stanley | 814,675 | $460.8M | 0.04% | +47,378+6.2% | Added |
| Principal Financial Group Inc | 819,422 | $463.5M | 0.30% | +57,342+7.5% | Added |
| Norges Bank | 877,823 | $496.5M | 0.09% | +11,562+1.3% | Added |
| American Century Companies Inc | 1,030,704 | $583.0M | 0.40% | +70,810+7.4% | Added |
| Brown Advisory Inc | 1,038,761 | $587.6M | 0.83% | +44,234+4.4% | Added |
| Edgewood Management LLC | 1,224,400 | $692.6M | 2.00% | −8,321−0.7% | Reduced |
| Sustainable Growth Advisers, LP | 1,299,841 | $735.3M | 3.35% | −31,222−2.3% | Reduced |
| Fiera Capital Corp | 1,310,640 | $741.4M | 2.28% | −119,893−8.4% | Reduced |
| Wellington Management Group LLP | 1,408,574 | $796.8M | 0.15% | −52,060−3.6% | Reduced |
| FMR LLC | 1,703,112 | $963.4M | 0.07% | −190,616−10.1% | Reduced |
| Capital International Investors | 1,725,215 | $976.0M | 0.22% | +151,108+9.6% | Added |
| Geode Capital Management, LLC | 1,735,766 | $979.5M | 0.10% | +40,999+2.4% | Added |
| Alliancebernstein L.P. | 1,990,790 | $1.13B | 0.43% | −372,143−15.7% | Reduced |
| Capital Research Global Investors | 2,128,976 | $1.20B | 0.30% | −52,546−2.4% | Reduced |
| Bamco Inc | 2,279,500 | $1.29B | 3.43% | +19,395+0.9% | Added |
| Massachusetts Financial Services Co | 2,395,209 | $1.35B | 0.44% | −82,354−3.3% | Reduced |
| State Street Corp | 3,167,965 | $1.79B | 0.09% | +16,342+0.5% | Added |
| BlackRock Inc. | 6,842,589 | $3.87B | 0.10% | +73,343+1.1% | Added |
| Vanguard Group Inc | 8,683,338 | $4.91B | 0.11% | +85,922+1.0% | Added |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −430,676−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −40,014−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −30,731−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −25,083−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −11,585−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,935−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,055−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −925−100.0% | Sold out |