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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 7,913 | $4.48M | 0.43% | +66+0.8% | Added |
| Cape Cod Five Cents Savings Bank | 7,835 | $4.43M | 0.45% | −8,245−51.3% | Reduced |
| Cerity Partners LLC | 7,679 | $4.34M | 0.01% | +761+11.0% | Added |
| Atria Investments LLC | 7,662 | $4.33M | 0.07% | +93+1.2% | Added |
| Fifth Third Bancorp | 7,457 | $4.22M | 0.02% | +111+1.5% | Added |
| Strategic Global Advisors, LLC | 7,434 | $4.21M | 0.96% | −5,176−41.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,359 | $4.16M | 0.01% | +339+4.8% | Added |
| Smith Group Asset Management, LLC | 7,283 | $4.12M | 0.24% | +7,283 | New |
| Munro Partners | 7,259 | $4.11M | 0.19% | −360−4.7% | Reduced |
| Financial Counselors Inc | 7,233 | $4.09M | 0.07% | −20−0.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,157 | $4.05M | 0.77% | 00.0% | Unchanged |
| PGGM Investments | 7,125 | $4.03M | 0.06% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 7,073 | $4.00M | 0.07% | −206−2.8% | Reduced |
| Clearbridge Investments, LLC | 7,054 | $3.99M | 0.00% | +235+3.4% | Added |
| Teachers Retirement System of the State of Kentucky | 6,830 | $3.86M | 0.04% | −372−5.2% | Reduced |
| Creative Planning | 6,809 | $3.85M | 0.01% | +355+5.5% | Added |
| Level Four Advisory Services, LLC | 6,789 | $3.84M | 0.22% | +93+1.4% | Added |
| Duality Advisers, LP | 6,682 | $3.78M | 0.40% | +5,202+351.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,618 | $3.74M | 0.02% | −765−10.4% | Reduced |
| Vinva Investment Management Ltd | 6,553 | $3.74M | 0.26% | +2,617+66.5% | Added |
| Gulf International Bank (UK) Ltd | 6,566 | $3.71M | 0.10% | −732−10.0% | Reduced |
| Wealthfront Advisers LLC | 6,474 | $3.66M | 0.01% | −36−0.6% | Reduced |
| Capital International Sarl | 6,474 | $3.66M | 0.14% | +24+0.4% | Added |
| Assetmark, Inc | 6,464 | $3.66M | 0.01% | +1,087+20.2% | Added |
| Natixis | 6,461 | $3.65M | 0.03% | +1,437+28.6% | Added |
| Pacer Advisors, Inc. | 6,456 | $3.65M | 0.01% | −11,604−64.3% | Reduced |
| Kentucky Retirement Systems | 6,328 | $3.58M | 0.11% | −105−1.6% | Reduced |
| Cornerstone Advisors, LLC | 6,300 | $3.56M | 0.16% | −1,100−14.9% | Reduced |
| First Trust Advisors LP | 6,284 | $3.55M | 0.00% | +4,026+178.3% | Added |
| Quantitative Investment Management, LLC | 6,211 | $3.51M | 0.20% | +4,988+407.8% | Added |
| Oregon Public Employees Retirement Fund | 6,183 | $3.50M | 0.06% | +41+0.7% | Added |
| Candriam Luxembourg S.C.A. | 6,124 | $3.46M | 0.02% | −36−0.6% | Reduced |
| Maryland State Retirement & Pension System | 5,936 | $3.36M | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,862 | $3.32M | 0.12% | −2,094−26.3% | Reduced |
| JustInvest LLC | 5,839 | $3.30M | 0.08% | −2,055−26.0% | Reduced |
| Synovus Financial Corp | 5,653 | $3.20M | 0.05% | −486−7.9% | Reduced |
| Ethic Inc. | 5,637 | $3.19M | 0.09% | +238+4.4% | Added |
| iA Global Asset Management Inc. | 5,576 | $3.15M | 0.07% | −1,734−23.7% | Reduced |
| Kingfisher Capital LLC | 5,402 | $3.06M | 0.80% | −189−3.4% | Reduced |
| Banco Santander, S.A. | 5,358 | $3.03M | 0.04% | −24−0.4% | Reduced |
| EFG Asset Management (Americas) Corp. | 5,338 | $3.02M | 0.65% | +1,437+36.8% | Added |
| Hartford Investment Management Co | 5,324 | $3.01M | 0.11% | −296−5.3% | Reduced |
| GWM Advisors LLC | 5,290 | $2.99M | 0.03% | +1,190+29.0% | Added |
| US Bancorp | 5,229 | $2.96M | 0.00% | +152+3.0% | Added |
| Acadian Asset Management LLC | 5,204 | $2.94M | 0.01% | −6,314−54.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,188 | $2.93M | 0.01% | +2,103+68.2% | Added |
| Aurora Investment Managers, LLC. | 5,119 | $2.90M | 2.20% | −13−0.3% | Reduced |
| Tsai Capital Corp | 5,091 | $2.88M | 2.64% | −1,023−16.7% | Reduced |
| Securian Asset Management, Inc | 5,085 | $2.88M | 0.08% | −556−9.9% | Reduced |
| Spouting Rock Asset Management, LLC | 5,078 | $2.87M | 1.05% | −1,713−25.2% | Reduced |
| Bessemer Group Inc | 5,070 | $2.87M | 0.01% | −264−4.9% | Reduced |
| Crossmark Global Holdings, Inc. | 5,071 | $2.87M | 0.06% | −10−0.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,876 | $2.77M | 0.00% | −1,220−20.0% | Reduced |
| Brevan Howard Capital Management LP | 4,870 | $2.75M | 0.28% | +4,870 | New |
| Ghe, LLC | 4,801 | $2.72M | 1.70% | +55+1.2% | Added |
| Louisiana State Employees Retirement System | 4,800 | $2.72M | 0.06% | −100−2.0% | Reduced |
| First Foundation Advisors | 4,763 | $2.69M | 0.12% | −15−0.3% | Reduced |
| Alps Advisors Inc | 4,709 | $2.66M | 0.02% | −14−0.3% | Reduced |
| Solidarilty Wealth, LLC | 4,700 | $2.66M | 0.96% | +4,700 | New |
| Gamco Investors, Inc. Et Al | 4,687 | $2.65M | 0.03% | +34+0.7% | Added |
| Ieq Capital, LLC | 4,671 | $2.64M | 0.04% | +274+6.2% | Added |
| Colony Group, LLC | 4,548 | $2.57M | 0.03% | +4,548 | New |
| Sumitomo Life Insurance Co | 4,526 | $2.56M | 0.08% | −164−3.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,524 | $2.56M | 0.04% | −84−1.8% | Reduced |
| Fiduciary Trust Co | 4,501 | $2.55M | 0.04% | +94+2.1% | Added |
| Cornercap Investment Counsel Inc | 4,478 | $2.53M | 0.41% | +92+2.1% | Added |
| Atlantic Union Bankshares Corp | 4,416 | $2.50M | 0.23% | +437+11.0% | Added |
| Prescott Group Capital Management, L.L.C. | 4,384 | $2.48M | 0.43% | +4,384 | New |
| Alamar Capital Management, LLC | 4,377 | $2.48M | 1.96% | +92+2.1% | Added |
| Freedom Day Solutions, LLC | 4,374 | $2.47M | 0.97% | −8−0.2% | Reduced |
| Engineers Gate Manager LP | 4,355 | $2.46M | 0.07% | +533+13.9% | Added |
| Sequoia Financial Advisors, LLC | 4,332 | $2.45M | 0.03% | +3,049+237.6% | Added |
| Bokf, NA | 4,279 | $2.42M | 0.05% | +14+0.3% | Added |
| Shelton Capital Management | 4,268 | $2.41M | 0.08% | −42−1.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,266 | $2.41M | 1.96% | −1,400−24.7% | Reduced |
| Boston Financial Mangement LLC | 4,237 | $2.40M | 0.08% | −7−0.2% | Reduced |
| New Mexico Educational Retirement Board | 4,200 | $2.38M | 0.09% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,145 | $2.34M | 0.09% | +10.0% | Added |
| Cubist Systematic Strategies, LLC | 4,119 | $2.33M | 0.03% | −33,130−88.9% | Reduced |
| Mawer Investment Management Ltd. | 4,106 | $2.32M | 0.01% | +335+8.9% | Added |
| Dakota Wealth Management | 4,093 | $2.32M | 0.09% | −118−2.8% | Reduced |
| Eqis Capital Management, Inc. | 4,064 | $2.30M | 0.19% | −306−7.0% | Reduced |
| Ci Investments Inc. | 3,974 | $2.25M | 0.01% | −242−5.7% | Reduced |
| Cumberland Partners Ltd | 4,333 | $2.22M | 0.20% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 3,882 | $2.20M | 0.01% | −240−5.8% | Reduced |
| Janney Montgomery Scott LLC | 3,838 | $2.17M | 0.01% | +662+20.8% | Added |
| FourThought Financial Partners, LLC | 3,822 | $2.16M | 0.27% | +3,822 | New |
| QRG Capital Management, Inc. | 3,781 | $2.14M | 0.03% | +23+0.6% | Added |
| PFG Advisors | 3,736 | $2.11M | 0.17% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 3,708 | $2.10M | 0.04% | +1,597+75.7% | Added |
| King Luther Capital Management Corp | 3,639 | $2.06M | 0.01% | −22−0.6% | Reduced |
| FORA Capital, LLC | 3,587 | $2.03M | 0.17% | −2,861−44.4% | Reduced |
| Garrison Asset Management, LLC | 3,557 | $2.01M | 1.11% | +83+2.4% | Added |
| Entropy Technologies, LP | 3,458 | $1.96M | 0.36% | +3,458 | New |
| Wealth Enhancement Advisory Services, LLC | 3,450 | $1.95M | 0.01% | +125+3.8% | Added |
| Cetera Investment Advisers | 3,329 | $1.88M | 0.02% | −660−16.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 3,320 | $1.88M | 0.03% | +3,320 | New |
| Steward Partners Investment Advisory, LLC | 3,317 | $1.88M | 0.03% | −294−8.1% | Reduced |
| City Holding Co | 3,296 | $1.86M | 0.30% | +334+11.3% | Added |
| Change Path, LLC | 3,279 | $1.85M | 0.12% | +147+4.7% | Added |