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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.

Institutional holdersQ4 2023: 881 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ4 2023: $40.5B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2023.

Institutions holding MSCI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Moody National Bank Trust Division0$00.00%−788−100.0%Sold out
WBI Investments0$00.00%−737−100.0%Sold out
Cornerstone Wealth Management, LLC0$00.00%−687−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−640−100.0%Sold out
Prospera Financial Services Inc0$00.00%−487−100.0%Sold out
DuPont Capital Management Corp0$00.00%−457−100.0%Sold out
Baader Bank INC0$00.00%−504−100.0%Sold out
Values First Advisors, Inc.0$00.00%−433−100.0%Sold out
DRW Securities, LLC0$00.00%−410−100.0%Sold out
Scholtz & Company, LLC0$00.00%−398−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−394−100.0%Sold out
Choate Investment Advisors0$00.00%−392−100.0%Sold out
Goldstream Capital Management Ltd0$00.00%−211−100.0%Sold out
Riverview Trust Co0$00.00%−133−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−125−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−88−100.0%Sold out
Headinvest, LLC0$00.00%−60−100.0%Sold out
Osterweis Capital Management Inc0$00.00%−52−100.0%Sold out
Optiver Holding B.V.0$00.00%−50−100.0%Sold out
Quarry LP0$00.00%−45−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−41−100.0%Sold out
Earnest Partners LLC0$00.00%−37−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−31−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−23−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−19−100.0%Sold out
Tucker Asset Management LLC0$00.00%−17−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−16−100.0%Sold out
Atlantic Trust, LLC0$00.00%−14−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−12−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−11−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−11−100.0%Sold out
Rational Advisors LLC0$00.00%−10−100.0%Sold out
Perkins Coie Trust Co0$00.00%−9−100.0%Sold out
HM Payson & Co0$00.00%−6−100.0%Sold out
Macroview Investment Management LLC0$00.00%−3−100.0%Sold out
DecisionPoint Financial, LLC0$00.00%−3−100.0%Sold out
North Star Investment Management Corp.0$00.00%−1−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
First Republic Investment Management, Inc.––––Not filed
Advisor Partners II, LLC––––Not filed
Colony Group LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Bishop Rock Capital, L.P.––––Not filed
J2 Capital Management Inc––––Not filed
KB Financial Partners, LLC––––Not filed
Steward Financial Group LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed