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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 3,220 | $1.82M | 0.09% | −53−1.6% | Reduced |
| First Hawaiian Bank | 3,172 | $1.79M | 0.06% | −273−7.9% | Reduced |
| Park Avenue Securities LLC | 3,154 | $1.78M | 0.02% | −98−3.0% | Reduced |
| Quantinno Capital Management LP | 3,133 | $1.77M | 0.06% | +391+14.3% | Added |
| Summit Global Investments | 3,117 | $1.76M | 0.12% | +161+5.4% | Added |
| E. Ohman J:or Asset Management AB | 3,112 | $1.76M | 0.06% | −400−11.4% | Reduced |
| GYL Financial Synergies, LLC | 3,095 | $1.75M | 0.14% | +58+1.9% | Added |
| Dantai Capital Ltd | 3,055 | $1.73M | 2.18% | +1,555+103.7% | Added |
| CIBC World Markets Inc. | 3,013 | $1.70M | 0.00% | +144+5.0% | Added |
| PDT Partners, LLC | 3,002 | $1.70M | 0.19% | −911−23.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,968 | $1.68M | 0.00% | −9,966−77.1% | Reduced |
| Everence Capital Management Inc | 2,937 | $1.66M | 0.12% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,903 | $1.64M | 0.01% | −98−3.3% | Reduced |
| Fairbanks Capital Management, Inc. | 2,885 | $1.63M | 1.17% | +150+5.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,818 | $1.59M | 0.11% | −54−1.9% | Reduced |
| Jefferies Financial Group Inc. | 2,780 | $1.57M | 0.02% | +2,780 | New |
| Empirical Finance, LLC | 2,777 | $1.57M | 0.11% | +14+0.5% | Added |
| Captrust Financial Advisors | 2,775 | $1.57M | 0.01% | +70+2.6% | Added |
| Apollon Wealth Management, LLC | 2,768 | $1.57M | 0.05% | +580+26.5% | Added |
| Fortis Capital Management LLC | 2,766 | $1.56M | 0.40% | +465+20.2% | Added |
| Segment Wealth Management, LLC | 2,752 | $1.56M | 0.14% | +540+24.4% | Added |
| Perpetual Ltd | 2,733 | $1.55M | 0.02% | −3−0.1% | Reduced |
| Wellington Wealth Strategies, LLC. | 2,731 | $1.54M | 1.35% | +2,731 | New |
| Anthracite Investment Company, Inc. | 2,700 | $1.53M | 0.98% | +2,700 | New |
| Greenleaf Trust | 2,684 | $1.52M | 0.02% | +54+2.1% | Added |
| Susquehanna Fundamental Investments, LLC | 2,669 | $1.51M | 1.53% | −538−16.8% | Reduced |
| Toroso Investments, LLC | 2,662 | $1.51M | 0.04% | −310−10.4% | Reduced |
| Canandaigua National Bank & Trust Co | 2,650 | $1.50M | 0.23% | −12−0.5% | Reduced |
| Metis Global Partners, LLC | 2,556 | $1.45M | 0.06% | −335−11.6% | Reduced |
| Mercer Global Advisors Inc | 2,504 | $1.42M | 0.00% | +227+10.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,504 | $1.42M | 0.04% | +8+0.3% | Added |
| Paragon Advisors, LLC | 2,472 | $1.40M | 0.59% | +846+52.0% | Added |
| Chartwell Investment Partners, LLC | 2,471 | $1.40M | 0.05% | +472+23.6% | Added |
| Value Partners Investments Inc. | 2,422 | $1.37M | 0.11% | +202+9.1% | Added |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.37M | 0.53% | 00.0% | Unchanged |
| AXS Investments LLC | 2,399 | $1.36M | 0.33% | +107+4.7% | Added |
| Edmond de Rothschild Holding S.A. | 2,373 | $1.34M | 0.02% | −3,444−59.2% | Reduced |
| SRN Advisors, LLC | 2,367 | $1.34M | 1.20% | +478+25.3% | Added |
| Bleakley Financial Group, LLC | 2,340 | $1.32M | 0.04% | +148+6.8% | Added |
| Sawtooth Solutions, LLC | 2,330 | $1.32M | 0.04% | +138+6.3% | Added |
| Natixis Investment Managers International | 2,314 | $1.31M | 0.09% | +1,105+91.4% | Added |
| Monumental Financial Group Inc. | 2,313 | $1.31M | 0.78% | −25−1.1% | Reduced |
| Coldstream Capital Management Inc | 2,278 | $1.29M | 0.04% | +1,088+91.4% | Added |
| ProVise Management Group, LLC | 2,264 | $1.28M | 0.11% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 2,230 | $1.26M | 0.65% | −13−0.6% | Reduced |
| Groupama Asset Managment | 2,198 | $1.24M | 0.03% | +2,198 | New |
| Pier Capital, LLC | 2,188 | $1.24M | 0.18% | +1,043+91.1% | Added |
| Atria Wealth Solutions, Inc. | 2,185 | $1.24M | 0.02% | −96−4.2% | Reduced |
| Guggenheim Capital LLC | 2,177 | $1.23M | 0.01% | +482+28.4% | Added |
| Advisor OS, LLC | 2,169 | $1.23M | 0.16% | −423−16.3% | Reduced |
| Versor Investments LP | 2,151 | $1.22M | 0.25% | +2,151 | New |
| Birinyi Associates Inc | 2,103 | $1.19M | 0.42% | +10.0% | Added |
| Sompo Asset Management Co., Ltd. | 2,080 | $1.18M | 0.21% | +20+1.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,071 | $1.17M | 0.23% | −13−0.6% | Reduced |
| Verition Fund Management LLC | 2,048 | $1.16M | 0.01% | +1,379+206.1% | Added |
| Great Lakes Advisors, LLC | 1,979 | $1.12M | 0.01% | −2−0.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,958 | $1.11M | 0.00% | +1,055+116.8% | Added |
| Arbor Capital Management Inc | 1,997 | $1.10M | 0.82% | −30−1.5% | Reduced |
| Kestra Advisory Services, LLC | 1,910 | $1.08M | 0.01% | +11+0.6% | Added |
| Navellier & Associates Inc | 1,897 | $1.07M | 0.16% | +467+32.7% | Added |
| Woodline Partners LP | 1,889 | $1.07M | 0.01% | −193−9.3% | Reduced |
| Balyasny Asset Management LLC | 1,885 | $1.07M | 0.00% | −51−2.6% | Reduced |
| Liberty Wealth Management LLC | 1,883 | $1.06M | 0.23% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,863 | $1.05M | 0.12% | +49+2.7% | Added |
| Ballentine Partners, LLC | 1,861 | $1.05M | 0.02% | +224+13.7% | Added |
| Buckley Wealth Management, LLC | 1,830 | $1.04M | 0.36% | −20−1.1% | Reduced |
| Investment Management Corp of Ontario | 1,819 | $1.03M | 0.03% | +1,819 | New |
| Merit Financial Group, LLC | 1,814 | $1.03M | 0.03% | +45+2.5% | Added |
| Spears Abacus Advisors LLC | 1,814 | $1.03M | 0.08% | +1,814 | New |
| Linden Thomas Advisory Services, LLC | 1,795 | $1.02M | 0.19% | +174+10.7% | Added |
| Diversified Trust Co | 1,759 | $995.0K | 0.03% | +180+11.4% | Added |
| Keybank National Association | 1,748 | $988.8K | 0.00% | +59+3.5% | Added |
| Alberta Investment Management Corp | 1,700 | $961.6K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,695 | $959.0K | 0.03% | −21−1.2% | Reduced |
| Grayhawk Investment Strategies Inc. | 1,695 | $958.8K | 0.49% | +1,695 | New |
| Wetherby Asset Management Inc | 1,686 | $953.7K | 0.05% | −69−3.9% | Reduced |
| DF Dent & Co Inc | 1,684 | $952.6K | 0.01% | +850+101.9% | Added |
| Axq Capital, LP | 1,680 | $950.3K | 0.25% | +1,680 | New |
| Bradley Foster & Sargent Inc | 1,678 | $949.2K | 0.02% | +386+29.9% | Added |
| RB Capital Management, LLC | 1,672 | $945.9K | 0.27% | −1−0.1% | Reduced |
| Ontario Teachers Pension Plan Board | 1,661 | $939.5K | 0.01% | +596+56.0% | Added |
| Palumbo Wealth Management LLC | 1,656 | $936.8K | 0.48% | +80+5.1% | Added |
| Cipher Capital LP | 1,642 | $928.8K | 0.30% | +621+60.8% | Added |
| Wealth Management Associates, Inc. | 1,633 | $923.7K | 0.49% | 00.0% | Unchanged |
| Capital International Ltd | 1,627 | $920.3K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 1,625 | $919.0K | 0.00% | +13+0.8% | Added |
| Agf Management Ltd | 1,616 | $914.1K | 0.01% | −798−33.1% | Reduced |
| LVW Advisors, LLC | 1,613 | $912.4K | 0.17% | +360+28.7% | Added |
| Parallax Volatility Advisers, L.P. | 1,611 | $911.3K | 0.03% | +161+11.1% | Added |
| Nomura Holdings Inc | 1,598 | $903.9K | 0.01% | +1,598 | New |
| Advisory Services Network, LLC | 1,585 | $896.6K | 0.02% | −72−4.3% | Reduced |
| Glenmede Trust Co NA | 1,573 | $889.8K | 0.00% | +140+9.8% | Added |
| Point72 Hong Kong Ltd | 1,572 | $889.5K | 0.05% | +1,572 | New |
| HighPoint Advisor Group LLC | 1,604 | $884.0K | 0.06% | +1,604 | New |
| Knollwood Investment Advisory, LLC | 1,545 | $873.9K | 0.18% | +1,545 | New |
| Blair William & Co | 1,512 | $855.4K | 0.00% | −175−10.4% | Reduced |
| EPG Wealth Management LLC | 1,473 | $847.9K | 0.22% | +1,473 | New |
| Cambridge Investment Research Advisors, Inc. | 1,457 | $824.0K | 0.00% | +57+4.1% | Added |
| FJ Investments, LLC | 1,451 | $820.8K | 0.04% | +1,451 | New |
| Heartland Bank & Trust Co | 1,446 | $817.9K | 0.56% | −48−3.2% | Reduced |