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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 94,614 | $53.5M | 0.05% | +415+0.4% | Added |
| Frontier Capital Management Co LLC | 93,923 | $53.1M | 0.54% | −16,399−14.9% | Reduced |
| Pictet Asset Management Holding SA | 91,422 | $51.7M | 0.06% | −253−0.3% | Reduced |
| Ako Capital LLP | 91,012 | $51.5M | 0.73% | +91,012 | New |
| Bowie Capital Management, LLC | 89,644 | $50.7M | 5.73% | −182−0.2% | Reduced |
| Ycg, LLC | 89,294 | $50.5M | 4.18% | −6,518−6.8% | Reduced |
| CIBC Private Wealth Group, LLC | 88,752 | $50.2M | 0.11% | +1,198+1.4% | Added |
| Loomis Sayles & Co L P | 87,732 | $49.6M | 0.08% | −4,966−5.4% | Reduced |
| New York State Teachers Retirement System | 84,307 | $47.7M | 0.11% | −2,620−3.0% | Reduced |
| KBC Group NV | 84,149 | $47.6M | 0.17% | −10,959−11.5% | Reduced |
| New York State Common Retirement Fund | 81,098 | $45.9M | 0.06% | −10,975−11.9% | Reduced |
| State Board of Administration of Florida Retirement System | 80,379 | $45.5M | 0.09% | +1,230+1.6% | Added |
| Korea Investment CORP | 79,136 | $44.8M | 0.12% | −27,917−26.1% | Reduced |
| Citadel Advisors LLC | 77,567 | $43.9M | 0.04% | +38,055+96.3% | Added |
| Thrivent Financial for Lutherans | 77,325 | $43.7M | 0.10% | +21,379+38.2% | Added |
| Adage Capital Partners GP, L.L.C. | 76,800 | $43.4M | 0.09% | −1,800−2.3% | Reduced |
| NS Partners Ltd | 75,758 | $42.9M | 2.08% | +275+0.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 74,536 | $42.2M | 0.42% | +42,099+129.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,269 | $41.9M | 0.07% | +3,272+4.5% | Added |
| DekaBank Deutsche Girozentrale | 73,124 | $41.5M | 0.09% | −208−0.3% | Reduced |
| Worldquant Millennium Advisors LLC | 73,222 | $41.4M | 0.58% | +38,169+108.9% | Added |
| STRS Ohio | 72,800 | $41.2M | 0.17% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 71,766 | $40.6M | 0.10% | −7,108−9.0% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 69,683 | $40.0M | 0.55% | +69,683 | New |
| BNP Paribas Arbitrage, SA | 69,470 | $39.3M | 0.07% | +11,423+19.7% | Added |
| CIBC Asset Management Inc | 65,941 | $37.3M | 0.14% | −4,413−6.3% | Reduced |
| Formuepleje A/S | 65,219 | $36.9M | 2.62% | +47,421+266.4% | Added |
| Kornitzer Capital Management Inc | 64,076 | $36.2M | 0.71% | −1,145−1.8% | Reduced |
| Raymond James & Associates | 63,594 | $36.0M | 0.03% | +1,664+2.7% | Added |
| Great West Life Assurance Co | 63,147 | $35.5M | 0.08% | +2,076+3.4% | Added |
| SeaTown Holdings Pte. Ltd. | 62,026 | $35.1M | 4.82% | −4,870−7.3% | Reduced |
| Man Group plc | 60,266 | $34.1M | 0.10% | – | – |
| Manufacturers Life Insurance Company, The | 59,098 | $33.4M | 0.02% | +1,266+2.2% | Added |
| LPL Financial LLC | 58,621 | $33.2M | 0.02% | −694−1.2% | Reduced |
| National Bank of Canada | 55,866 | $30.8M | 0.06% | −26,681−32.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 54,191 | $30.7M | 0.43% | −979−1.8% | Reduced |
| CI Private Wealth, LLC | 53,917 | $30.5M | 0.06% | +9,109+20.3% | Added |
| Citigroup Inc | 51,930 | $29.4M | 0.04% | −5,032−8.8% | Reduced |
| Gateway Investment Advisers LLC | 51,607 | $29.2M | 0.34% | −328−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 47,912 | $27.1M | 1.49% | −145−0.3% | Reduced |
| Twin Tree Management, LP | 47,892 | $27.1M | 0.49% | +40,760+571.5% | Added |
| Canada Pension Plan Investment Board | 47,367 | $26.8M | 0.03% | −2,500−5.0% | Reduced |
| Natixis Advisors, L.P. | 46,881 | $26.5M | 0.07% | +5,365+12.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 45,700 | $25.9M | 0.15% | −22,466−33.0% | Reduced |
| State of New Jersey Common Pension Fund D | 45,639 | $25.8M | 0.09% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 45,136 | $25.5M | 0.04% | +3,531+8.5% | Added |
| Bank of Nova Scotia | 44,217 | $25.0M | 0.05% | +35,654+416.4% | Added |
| Ossiam | 44,012 | $24.9M | 0.40% | +1,906+4.5% | Added |
| Toronto Dominion Bank | 43,864 | $24.8M | 0.04% | −472−1.1% | Reduced |
| Ensign Peak Advisors, Inc | 42,537 | $24.1M | 0.05% | +27,949+191.6% | Added |
| D. E. Shaw & Co., Inc. | 42,339 | $23.9M | 0.03% | −35,784−45.8% | Reduced |
| Dock Street Asset Management Inc | 42,147 | $23.8M | 3.73% | +379+0.9% | Added |
| State of Wisconsin Investment Board | 42,007 | $23.8M | 0.07% | −592−1.4% | Reduced |
| Voya Investment Management LLC | 40,959 | $23.2M | 0.02% | −22,968−35.9% | Reduced |
| Trillium Asset Management, LLC | 40,701 | $23.0M | 0.63% | −2,419−5.6% | Reduced |
| Moran Wealth Management, LLC | 40,353 | $22.8M | 0.81% | −740−1.8% | Reduced |
| Asset Management One Co.,Ltd. | 39,726 | $22.7M | 0.09% | −1,326−3.2% | Reduced |
| Public Employees Retirement System of Ohio | 39,586 | $22.4M | 0.09% | +5,143+14.9% | Added |
| Capital International Inc | 37,858 | $21.4M | 0.33% | −927−2.4% | Reduced |
| State of Tennessee, Treasury Department | 37,553 | $21.2M | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34,473 | $20.6M | 0.20% | −403−1.2% | Reduced |
| Tudor Investment Corp Et Al | 36,308 | $20.5M | 0.28% | +36,308 | New |
| Macquarie Group Ltd | 35,222 | $19.9M | 0.02% | −4,182−10.6% | Reduced |
| Treasurer of the State of North Carolina | 35,155 | $19.9M | 0.10% | +1,411+4.2% | Added |
| TD Asset Management Inc | 34,247 | $19.4M | 0.02% | −22,569−39.7% | Reduced |
| Voloridge Investment Management, LLC | 32,799 | $18.6M | 0.07% | +3,328+11.3% | Added |
| Pinebridge Investments, L.P. | 32,292 | $18.3M | 0.17% | +30,124+1,389.5% | Added |
| Avanda Investment Management Pte. Ltd. | 31,401 | $17.8M | 1.73% | +31,401 | New |
| Montanaro Asset Management Ltd | 30,875 | $17.5M | 3.29% | −2,625−7.8% | Reduced |
| Quantum Capital Management, LLC | 30,824 | $17.4M | 2.05% | −865−2.7% | Reduced |
| Vontobel Holding Ltd. | 30,737 | $17.4M | 0.15% | −596−1.9% | Reduced |
| Bridgecreek Investment Management, LLC | 30,035 | $17.0M | 3.29% | −2,210−6.9% | 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 |
| Pittenger & Anderson Inc | 29,597 | $16.7M | 0.75% | −195−0.7% | Reduced |
| Castleark Management LLC | 29,559 | $16.7M | 0.74% | −6,906−18.9% | Reduced |
| Royal London Asset Management Ltd | 29,252 | $16.5M | 0.05% | −295−1.0% | Reduced |
| Eventide Asset Management, LLC | 29,024 | $16.4M | 0.27% | −599−2.0% | Reduced |
| TCG Advisory Services, LLC | 29,003 | $16.4M | 1.14% | +29,003 | New |
| Rafferty Asset Management, LLC | 28,773 | $16.3M | 0.07% | +1,464+5.4% | Added |
| Texas Yale Capital Corp. | 28,231 | $16.0M | 0.76% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 26,638 | $15.1M | 1.26% | −320−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,388 | $14.9M | 0.06% | +1,752+7.1% | Added |
| Gabelli Funds LLC | 26,240 | $14.8M | 0.11% | −3,000−10.3% | Reduced |
| Nisa Investment Advisors, LLC | 25,849 | $14.6M | 0.10% | −775−2.9% | Reduced |
| Susquehanna International Group, LLP | 25,739 | $14.6M | 0.02% | −22,065−46.2% | Reduced |
| Jane Street Group, LLC | 25,330 | $14.3M | 0.02% | +3,546+16.3% | Added |
| Truist Financial Corp | 25,184 | $14.2M | 0.02% | −3,329−11.7% | Reduced |
| C WorldWide Group Holding A/S | 25,146 | $14.2M | 0.19% | 00.0% | Unchanged |
| M&T Bank Corp | 25,136 | $14.2M | 0.05% | −2,344−8.5% | Reduced |
| Advisor Group Holdings, Inc. | 24,147 | $13.7M | 0.02% | −14,381−37.3% | Reduced |
| SG Americas Securities, LLC | 23,640 | $13.4M | 0.15% | −11,325−32.4% | Reduced |
| Comerica Bank | 23,283 | $13.2M | 0.06% | −2,362−9.2% | Reduced |
| Copeland Capital Management, LLC | 23,030 | $13.0M | 0.26% | −557−2.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 22,991 | $13.0M | 0.07% | +16,571+258.1% | Added |
| Stony Point Capital LLC | 22,734 | $12.9M | 4.25% | −5,350−19.0% | Reduced |
| American International Group, Inc. | 22,647 | $12.8M | 0.05% | +18+0.1% | Added |
| Forsta Ap-Fonden | 22,400 | $12.7M | 0.13% | +700+3.2% | Added |
| Arizona State Retirement System | 22,252 | $12.6M | 0.10% | −410−1.8% | Reduced |
| Marsico Capital Management LLC | 21,905 | $12.4M | 0.49% | +769+3.6% | Added |