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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
TRUE Private Wealth Advisors741$419.2K0.05%+187+33.8%Added
Zions Bancorporation, N.A.741$419.1K0.03%+34+4.8%Added
CAPROCK Group, Inc.739$418.0K0.03%+70+10.5%Added
SFMG, LLC737$416.9K0.04%−2−0.3%Reduced
MJP Associates Inc736$416.3K0.11%+158+27.3%Added
Brown Brothers Harriman & Co736$416.3K0.00%+14+1.9%Added
Texas Capital Bank Wealth Management Services Inc732$414.1K0.05%−44−5.7%Reduced
UniSuper Management Pty Ltd731$413.5K0.00%+131+21.8%Added
VitalStone Financial, LLC729$412.0K0.33%−119−14.0%Reduced
Meridian Wealth Management, LLC714$403.7K0.03%−138−16.2%Reduced
Penserra Capital Management LLC707$398.0K0.01%−141−16.6%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna700$396.0K0.17%00.0%Unchanged
Mather Group, LLC.697$394.2K0.01%−66−8.7%Reduced
Weaver Capital Management LLC695$393.1K0.16%+695New
Syon Capital LLC688$389.2K0.04%+180+35.4%Added
Quadrant Capital Group LLC684$386.9K0.03%−9−1.3%Reduced
Graypoint LLC677$383.0K0.03%+97+16.7%Added
Gilbert & Cook, Inc.672$380.1K0.05%+101+17.7%Added
Legacy Advisors, LLC664$375.6K0.05%+18+2.8%Added
D.A. Davidson & Co.657$371.6K0.00%+43+7.0%Added
Perigon Wealth Management, LLC652$368.8K0.01%+1+0.2%Added
Apeiron RIA LLC641$362.7K0.11%+2+0.3%Added
Kinneret Advisory, LLC641$362.6K0.04%−4−0.6%Reduced
Valeo Financial Advisors, LLC637$360.3K0.01%+92+16.9%Added
Parallel Advisors, LLC636$359.7K0.01%−8−1.2%Reduced
JSF Financial, LLC633$358.1K0.12%−50−7.3%Reduced
Systematic Portfolios LLC633$358.1K1.08%+633New
NewEdge Wealth, LLC619$350.2K0.01%−26−4.0%Reduced
Great Lakes Retirement, Inc.608$343.9K0.06%−65−9.7%Reduced
WJ Wealth Management, LLC600$339.4K0.15%00.0%Unchanged
Braun-Bostich & Associates Inc.589$333.2K0.30%−13−2.2%Reduced
Clarius Group, LLC588$332.6K0.03%−37−5.9%Reduced
Virtue Capital Management, LLC612$332.6K0.07%−187−23.4%Reduced
Independent Advisor Alliance575$325.2K0.01%+114+24.7%Added
Fenimore Asset Management Inc572$323.6K0.01%00.0%Unchanged
Foundry Partners, LLC570$322.4K0.02%00.0%Unchanged
Symmetry Partners, LLC563$321.0K0.02%−285−33.6%Reduced
Balentine LLC536$303.2K0.01%−36−6.3%Reduced
Whittier Trust Co of Nevada Inc533$301.5K0.01%00.0%Unchanged
Exchange Traded Concepts, LLC532$300.9K0.01%+191+56.0%Added
Flagship Harbor Advisors, LLC531$300.5K0.02%−30−5.3%Reduced
Clear Rock Advisors, LLC507$300.4K0.14%+507New
Chilton Investment Co LLC530$299.8K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.520$297.0K0.01%+520New
Sage Mountain Advisors LLC523$295.8K0.03%+1+0.2%Added
GLOBALT Investments LLC521$294.7K0.01%+521New
Personal Cfo Solutions, LLC520$294.2K0.05%+5+1.0%Added
Fishman Jay A Ltd520$294.1K0.03%00.0%Unchanged
Old National Bancorp518$293.0K0.01%−219−29.7%Reduced
Fukoku Mutual Life Insurance Co515$291.3K0.02%−72−12.3%Reduced
Forum Financial Management, LP514$290.7K0.01%00.0%Unchanged
Simon Quick Advisors, LLC513$290.2K0.03%−23−4.3%Reduced
Stephens Inc512$289.6K0.00%+16+3.2%Added
Insigneo Advisory Services, LLC512$289.6K0.04%+32+6.7%Added
Capital Advisors, Ltd. LLC509$288.0K0.04%+32+6.7%Added
Montag A & Associates Inc509$287.9K0.02%+350+220.1%Added
Commerzbank Aktiengesellschaft502$284.0K0.01%+502New
XTX Topco Ltd502$284.0K0.06%−2,944−85.4%Reduced
BluePath Capital Management, LLC512$280.0K0.25%+13+2.6%Added
Conning Inc.487$275.5K0.01%+10+2.1%Added
Vestmark Advisory Solutions, Inc.486$274.9K0.01%+6+1.3%Added
Skopos Labs, Inc.484$273.8K0.13%+484New
Wealthspire Advisors, LLC473$267.6K0.00%+1+0.2%Added
Crestmont Private Wealth LLC473$267.6K0.14%+32+7.3%Added
Prime Capital Investment Advisors, LLC473$267.6K0.00%+473New
Point72 Europe (London) LLP472$267.0K0.03%+472New
Meritage Group LP469$265.0K0.01%+15+3.3%Added
Kolinsky Wealth Management, LLC466$263.6K0.23%−29−5.9%Reduced
EverSource Wealth Advisors, LLC462$261.4K0.02%−4−0.9%Reduced
WealthBridge Capital Management, LLC454$256.8K0.10%+3+0.7%Added
Capital Investment Advisory Services, LLC451$255.1K0.02%+451New
Eisler Capital (UK) Ltd.438$247.8K0.02%+438New
Westpac Banking Corp436$246.6K0.02%−1,475−77.2%Reduced
Robertson Stephens Wealth Management, LLC436$246.6K0.02%+7+1.6%Added
OneAscent Financial Services LLC434$246.0K0.03%+434New
PDS Planning, Inc433$244.9K0.03%−11−2.5%Reduced
Dorsey & Whitney Trust CO LLC432$244.4K0.02%+7+1.6%Added
EP Wealth Advisors, LLC432$244.1K0.00%−51−10.6%Reduced
National Asset Management, Inc.431$244.0K0.01%−368−46.1%Reduced
Principal Street Partners, LLC426$241.0K0.06%−420−49.6%Reduced
Equitable Holdings, Inc.422$238.8K0.00%+422New
Sound View Wealth Advisors Group, LLC420$237.3K0.03%−4−0.9%Reduced
Smithfield Trust Co417$236.0K0.01%00.0%Unchanged
Lake Street Advisors Group, LLC416$235.3K0.01%+416New
Tocqueville Asset Management L.P.416$235.3K0.00%+1+0.2%Added
Sentry Investment Management LLC415$235.0K0.10%−45−9.8%Reduced
Kathmere Capital Management, LLC402$227.4K0.03%−1−0.2%Reduced
Mayflower Financial Advisors, LLC401$226.8K0.03%+1+0.3%Added
Blue Edge Capital, LLC400$226.3K0.04%00.0%Unchanged
V-Square Quantitative Management LLC400$226.3K0.05%00.0%Unchanged
nVerses Capital, LLC–$226.3K0.63%–New
Leonteq Securities AG398$225.1K0.03%+109+37.7%Added
Summit Trail Advisors, LLC397$224.6K0.01%−49−11.0%Reduced
Concurrent Investment Advisors, LLC397$224.2K0.01%+397New
Wrapmanager Inc394$222.9K0.07%−15−3.7%Reduced
Waldron Private Wealth LLC390$220.6K0.01%−8−2.0%Reduced
Sunbelt Securities, Inc.389$220.0K0.03%00.0%Unchanged
Wealth Alliance385$217.6K0.03%−9−2.3%Reduced
Pinnacle Wealth Planning Services, Inc.378$213.8K0.03%+378New
Y-Intercept (Hong Kong) Ltd377$213.3K0.02%−2,485−86.8%Reduced