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 |
|---|---|---|---|---|---|
| La Financiere de L'Echiquier | 21,700 | $12.3M | 0.57% | −8,800−28.9% | Reduced |
| 2Xideas AG | 21,111 | $11.9M | 1.28% | −2,286−9.8% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $11.9M | 1.77% | 00.0% | Unchanged |
| MetLife Investment Management | 20,738 | $11.7M | 0.08% | −379−1.8% | Reduced |
| Fayez Sarofim & Co | 19,548 | $11.6M | 0.04% | 00.0% | Unchanged |
| TCW Group Inc | 20,174 | $11.4M | 0.13% | +1,288+6.8% | Added |
| Norinchukin Bank, The | 20,087 | $11.4M | 0.27% | −17,200−46.1% | Reduced |
| RBF Capital, LLC | 20,000 | $11.3M | 0.71% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 19,946 | $11.3M | 0.04% | −336−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 19,830 | $11.2M | 0.09% | +4,074+25.9% | Added |
| Amalgamated Bank | 19,571 | $11.1M | 0.09% | −1,263−6.1% | Reduced |
| Stifel Financial Corp | 19,265 | $10.9M | 0.01% | +4,855+33.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 18,924 | $10.7M | 0.14% | +593+3.2% | Added |
| Aquatic Capital Management LLC | 18,800 | $10.6M | 0.27% | +18,800 | New |
| Commerce Bank | 18,469 | $10.4M | 0.07% | +105+0.6% | Added |
| Prudential PLC | 18,375 | $10.4M | 0.11% | +3,436+23.0% | Added |
| CIBC World Markets Corp | 18,343 | $10.4M | 0.06% | +5,641+44.4% | Added |
| Motley Fool Asset Management LLC | 18,301 | $10.4M | 0.77% | −279−1.5% | Reduced |
| Walter Public Investments Inc. | 18,142 | $10.3M | 2.16% | 00.0% | Unchanged |
| Texas Permanent School Fund | 18,044 | $10.2M | 0.09% | +44+0.2% | Added |
| Marks Group Wealth Management, Inc | 17,792 | $10.1M | 1.15% | +558+3.2% | Added |
| Handelsbanken Fonder AB | 17,674 | $10.0M | 0.05% | −2,682−13.2% | Reduced |
| ProShare Advisors LLC | 17,493 | $9.89M | 0.03% | −1,085−5.8% | Reduced |
| First Horizon Advisors, Inc. | 17,475 | $9.88M | 0.33% | −51−0.3% | Reduced |
| Retirement Systems of Alabama | 17,431 | $9.86M | 0.04% | −452−2.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,320 | $9.80M | 0.07% | +1,418+8.9% | Added |
| Fred Alger Management, LLC | 16,995 | $9.61M | 0.05% | −5,449−24.3% | Reduced |
| Progressive Investment Management Corp | 16,953 | $9.59M | 2.73% | −43−0.3% | Reduced |
| Andra AP-fonden | 16,900 | $9.56M | 0.51% | +200+1.2% | Added |
| Mariner, LLC | 16,768 | $9.49M | 0.02% | +2,531+17.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,716 | $9.46M | 0.12% | −193−1.1% | Reduced |
| Totem Point Management, LLC | 16,487 | $9.33M | 12.09% | +5,357+48.1% | Added |
| DnB Asset Management AS | 16,107 | $9.11M | 0.05% | +1,429+9.7% | Added |
| IFM Investors Pty Ltd | 15,967 | $9.03M | 0.11% | −368−2.3% | Reduced |
| Thematics Asset Management | 15,936 | $9.01M | 0.40% | −659−4.0% | Reduced |
| MML Investors Services, LLC | 15,906 | $9.00M | 0.04% | +3,449+27.7% | Added |
| Xponance, Inc. | 15,882 | $8.98M | 0.11% | −24−0.2% | Reduced |
| Azimuth Capital Investment Management LLC | 15,525 | $8.78M | 0.40% | +270+1.8% | Added |
| USS Investment Management Ltd | 15,456 | $8.74M | 0.08% | −2,538−14.1% | Reduced |
| Credit Agricole S A | 15,337 | $8.68M | 0.18% | −610−3.8% | Reduced |
| Lazard Asset Management LLC | 15,146 | $8.57M | 0.01% | −18,993−55.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 14,928 | $8.44M | 0.18% | −2,372−13.7% | Reduced |
| ING Groep NV | 14,866 | $8.41M | 0.07% | +2,320+18.5% | Added |
| Motley Fool Wealth Management, LLC | 14,750 | $8.31M | 0.44% | −608−4.0% | Reduced |
| Swiss Life Asset Management Ltd | 14,458 | $8.18M | 0.10% | +5,107+54.6% | Added |
| The PNC Financial Services Group, Inc. | 14,305 | $8.09M | 0.01% | −219−1.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 14,094 | $7.97M | 0.84% | −19,394−57.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,010 | $7.92M | 0.10% | −28−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 13,984 | $7.91M | 0.24% | +669+5.0% | Added |
| Connectus Wealth, LLC | 13,866 | $7.84M | 0.16% | −43−0.3% | Reduced |
| Czech National Bank | 13,852 | $7.84M | 0.11% | +29+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 13,851 | $7.83M | 0.10% | −231−1.6% | Reduced |
| Silvant Capital Management LLC | 13,603 | $7.69M | 0.41% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,580 | $7.68M | 0.05% | +2,259+20.0% | Added |
| Shell Asset Management Co | 13,477 | $7.62M | 0.35% | −3,485−20.5% | Reduced |
| Transform Wealth, LLC | 13,287 | $7.52M | 0.73% | +101+0.8% | Added |
| Utah Retirement Systems | 13,274 | $7.51M | 0.10% | +54+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,191 | $7.46M | 0.09% | −8,312−38.7% | Reduced |
| Bell Asset Management Ltd | 13,001 | $7.35M | 1.12% | +3,099+31.3% | Added |
| AQR Capital Management LLC | 12,929 | $7.31M | 0.01% | −483−3.6% | Reduced |
| Vancity Investment Management Ltd | 12,886 | $7.29M | 1.07% | −22,446−63.5% | Reduced |
| Middleton & Co Inc | 12,653 | $7.16M | 0.89% | +84+0.7% | Added |
| Cambridge Financial Group, Inc. | 12,458 | $7.05M | 3.52% | −527−4.1% | Reduced |
| Public Sector Pension Investment Board | 12,376 | $7.00M | 0.05% | −6,044−32.8% | Reduced |
| New York Life Investment Management LLC | 12,313 | $6.96M | 0.07% | +73+0.6% | Added |
| Modera Wealth Management, LLC | 11,995 | $6.78M | 0.11% | −9,995−45.5% | Reduced |
| AMG National Trust Bank | 11,845 | $6.70M | 0.21% | +6+0.1% | Added |
| Mutual of America Capital Management LLC | 11,672 | $6.60M | 0.08% | −558−4.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 11,602 | $6.56M | 0.50% | +3,075+36.1% | Added |
| Squarepoint Ops LLC | 11,182 | $6.33M | 0.03% | −15,220−57.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,927 | $6.18M | 0.01% | −1,009−8.5% | Reduced |
| State of Alaska, Department of Revenue | 10,920 | $6.17M | 0.07% | −855−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 10,839 | $6.13M | 0.08% | +5,901+119.5% | Added |
| Logan Capital Management Inc | 10,759 | $6.09M | 0.28% | −501−4.4% | Reduced |
| Janus Henderson Group PLC | 10,647 | $6.02M | 0.00% | −173,708−94.2% | Reduced |
| Baldwin Brothers Inc | 10,561 | $5.97M | 0.47% | −200−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 10,498 | $5.94M | 0.01% | +3,467+49.3% | Added |
| K.J. Harrison & Partners Inc | 10,436 | $5.90M | 1.00% | −9−0.1% | Reduced |
| Ardevora Asset Management LLP | 10,347 | $5.85M | 0.52% | −8,342−44.6% | Reduced |
| Vident Advisory, LLC | 10,330 | $5.84M | 0.15% | +1,760+20.5% | Added |
| Fernwood Investment Management, LLC | 10,157 | $5.74M | 1.89% | +423+4.3% | Added |
| Yousif Capital Management, LLC | 10,130 | $5.73M | 0.07% | −403−3.8% | Reduced |
| AE Wealth Management LLC | 10,325 | $5.67M | 0.03% | −594−5.4% | Reduced |
| Pathstone Holdings, LLC | 10,007 | $5.66M | 0.03% | +10,007 | New |
| Cary Street Partner Investment Advisory LLC | 9,978 | $5.64M | 0.27% | +814+8.9% | Added |
| Nissay Asset Management Corp | 9,518 | $5.38M | 0.04% | +236+2.5% | Added |
| Polar Capital Holdings Plc | 9,366 | $5.30M | 0.04% | −3,534−27.4% | Reduced |
| Twinbeech Capital LP | 9,282 | $5.25M | 0.08% | +9,282 | New |
| Daiwa Securities Group Inc. | 9,244 | $5.23M | 0.03% | +12+0.1% | Added |
| Empire Life Investments Inc. | 9,178 | $5.19M | 0.34% | −10−0.1% | Reduced |
| British Columbia Investment Management Corp | 9,105 | $5.15M | 0.04% | +1,827+25.1% | Added |
| Advisors Capital Management, LLC | 9,009 | $5.10M | 0.10% | +1,667+22.7% | Added |
| Northwest & Ethical Investments L.P. | 8,988 | $5.08M | 0.16% | +3,455+62.4% | Added |
| Mackenzie Financial Corp | 8,944 | $5.06M | 0.01% | −117−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,881 | $5.02M | 0.01% | +406+4.8% | Added |
| Cresset Asset Management, LLC | 8,399 | $4.75M | 0.03% | +149+1.8% | Added |
| Donaldson Capital Management, LLC | 8,254 | $4.67M | 0.21% | +324+4.1% | Added |
| Campbell & CO Investment Adviser LLC | 8,248 | $4.67M | 0.42% | +8,248 | New |
| Jump Financial, LLC | 8,184 | $4.63M | 0.15% | +7,548+1,186.8% | Added |
| CWM Advisors, LLC | 7,990 | $4.52M | 0.50% | −68−0.8% | Reduced |