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 |
|---|---|---|---|---|---|
| CX Institutional | 375 | $212.1K | 0.01% | +375 | New |
| New Century Financial Group, LLC | 369 | $208.7K | 0.18% | +369 | New |
| Park Place Capital Corp | 366 | $207.0K | 0.08% | −313−46.1% | Reduced |
| Renasant Bank | 360 | $203.6K | 0.16% | −88−19.6% | Reduced |
| Buckhead Capital Management LLC | 360 | $203.6K | 0.08% | +360 | New |
| Savant Capital, LLC | 359 | $203.1K | 0.00% | +359 | New |
| Sigma Planning Corp | 358 | $202.3K | 0.02% | −257−41.8% | Reduced |
| Oppenheimer & Co Inc | 356 | $201.4K | 0.00% | −800−69.2% | Reduced |
| Thoroughbred Financial Services, LLC | 354 | $200.0K | 0.02% | +354 | New |
| Ancora Advisors, LLC | 349 | $197.4K | 0.00% | −95−21.4% | Reduced |
| SYSTM Wealth Solutions LLC | 348 | $196.8K | 0.03% | +348 | New |
| Magellan Asset Management Ltd | 347 | $196.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 345 | $195.1K | 0.00% | −27−7.3% | Reduced |
| Global Retirement Partners, LLC | 335 | $181.7K | 0.01% | −37−9.9% | Reduced |
| Farther Finance Advisors, LLC | 317 | $179.2K | 0.01% | +163+105.8% | Added |
| Lindbrook Capital, LLC | 282 | $159.5K | 0.02% | +102+56.7% | Added |
| CVA Family Office, LLC | 272 | $153.9K | 0.03% | +272 | New |
| Axiom Investors LLC | 265 | $149.9K | 0.00% | −167,418−99.8% | Reduced |
| Harbour Investments, Inc. | 265 | $149.9K | 0.01% | +41+18.3% | Added |
| Desjardins Global Asset Management Inc. | 261 | $147.6K | 0.02% | −31−10.6% | Reduced |
| TD Waterhouse Canada Inc. | 239 | $144.3K | 0.00% | −9−3.6% | Reduced |
| Godsey & Gibb Associates | 250 | $141.4K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $138.6K | 0.06% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $138.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 240 | $135.8K | 0.00% | −240−50.0% | Reduced |
| JCIC Asset Management Inc. | 240 | $135.8K | 0.06% | −25−9.4% | Reduced |
| Plato Investment Management Ltd | 239 | $135.2K | 0.17% | +239 | New |
| Proequities, Inc. | 230 | $130.1K | 0.01% | −2−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 221 | $124.9K | 0.01% | +121+121.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 213 | $120.0K | 0.00% | +213 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 208 | $118.0K | 0.06% | +111+114.4% | Added |
| IFP Advisors, Inc | 204 | $115.4K | 0.01% | −111−35.2% | Reduced |
| Massmutual Trust Co FSB | 204 | $115.4K | 0.00% | −3−1.4% | Reduced |
| Alta Advisers Ltd | 200 | $113.1K | 0.06% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 199 | $112.6K | 0.11% | +199 | New |
| GAMMA Investing LLC | 186 | $111.3K | 0.03% | +186 | New |
| Federation des caisses Desjardins du Quebec | 191 | $108.0K | 0.00% | +2+1.1% | Added |
| Rothschild Investment LLC | 188 | $106.3K | 0.01% | +188 | New |
| Ronald Blue Trust, Inc. | 197 | $100.0K | 0.00% | +117+146.3% | Added |
| Spire Wealth Management | 180 | $99.7K | 0.00% | −31−14.7% | Reduced |
| JFS Wealth Advisors, LLC | 175 | $99.1K | 0.01% | +39+28.7% | Added |
| Parkside Financial Bank & Trust | 165 | $93.3K | 0.02% | +18+12.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 165 | $93.3K | 0.00% | +165 | New |
| Allworth Financial LP | 162 | $91.8K | 0.00% | −15−8.5% | Reduced |
| Huntington National Bank | 157 | $88.8K | 0.00% | +60+61.9% | Added |
| Acima Private Wealth, LLC | 153 | $86.5K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 149 | $84.3K | 0.02% | +61+69.3% | Added |
| Arlington Partners LLC | 143 | $80.9K | 0.02% | +55+62.5% | Added |
| Toth Financial Advisory Corp | 142 | $80.3K | 0.01% | −585−80.5% | Reduced |
| Glassman Wealth Services | 135 | $76.4K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 135 | $76.4K | 0.00% | +135 | New |
| Global Financial Private Client, LLC | 117 | $66.2K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 109 | $61.8K | 0.03% | +6+5.8% | Added |
| Hantz Financial Services, Inc. | 107 | $61.0K | 0.00% | +6+5.9% | Added |
| Barrett & Company, Inc. | 106 | $60.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 100 | $56.7K | 0.01% | +19+23.5% | Added |
| Larson Financial Group LLC | 100 | $56.6K | 0.00% | +71+244.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 100 | $56.6K | 0.02% | +100 | New |
| Geo Capital Gestora de Recursos Ltd | 99 | $56.0K | 0.06% | −10−9.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 99 | $56.0K | 0.02% | −1−1.0% | Reduced |
| Carolinas Wealth Consulting LLC | 98 | $55.5K | 0.01% | +26+36.1% | Added |
| Umb Bank N A | 97 | $54.9K | 0.00% | −14−12.6% | Reduced |
| MV Capital Management, Inc. | 93 | $52.6K | 0.01% | +2+2.2% | Added |
| Private Trust Co NA | 91 | $51.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 90 | $50.9K | 0.00% | +5+5.9% | Added |
| Washington Trust Advisors, Inc. | 87 | $49.3K | 0.00% | +9+11.5% | Added |
| First United Bank Trust | 85 | $48.1K | 0.02% | +85 | New |
| Pension & Wealth Management Advisors, Inc. | 80 | $45.3K | 0.03% | +80 | New |
| Grove Bank & Trust | 77 | $43.6K | 0.01% | −38−33.0% | Reduced |
| Caldwell Trust Co | 74 | $41.9K | 0.01% | +74 | New |
| American National Bank | 70 | $39.6K | 0.01% | +65+1,300.0% | Added |
| Farmers & Merchants Investments Inc | 61 | $34.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $33.9K | 0.02% | +60 | New |
| ORG Partners LLC | 55 | $31.1K | 0.01% | −2−3.5% | Reduced |
| Harvest Fund Management Co., Ltd | 51 | $29.0K | 0.00% | −102−66.7% | Reduced |
| MidAtlantic Capital Management, Inc. | 50 | $28.3K | 0.03% | +50 | New |
| NBC Securities, Inc. | 48 | $27.0K | 0.00% | +4+9.1% | Added |
| DSM Capital Partners LLC | 42 | $23.8K | 0.00% | +42 | New |
| Washington Trust Co | 41 | $23.2K | 0.00% | −3−6.8% | Reduced |
| SRS Capital Advisors, Inc. | 41 | $23.2K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $22.6K | 0.01% | +40 | New |
| Bell Investment Advisors, Inc | 39 | $22.1K | 0.00% | +3+8.3% | Added |
| Covestor Ltd | 36 | $21.0K | 0.01% | −2−5.3% | Reduced |
| Cambridge Trust Co | 37 | $20.9K | 0.00% | −3−7.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 33 | $18.7K | 0.00% | +33 | New |
| Financial Management Professionals, Inc. | 31 | $18.0K | 0.00% | +1+3.3% | Added |
| Smartleaf Asset Management LLC | 31 | $17.7K | 0.00% | +31 | New |
| GPS Wealth Strategies Group, LLC | 31 | $17.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $17.0K | 0.00% | −25−45.5% | Reduced |
| AdvisorNet Financial, Inc | 30 | $17.0K | 0.00% | +9+42.9% | Added |
| Valley National Advisers Inc | 29 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 28 | $16.0K | 0.00% | −1−3.4% | Reduced |
| Venturi Wealth Management, LLC | 28 | $15.8K | 0.00% | +5+21.7% | Added |
| GW&K Investment Management, LLC | 27 | $15.0K | 0.00% | +3+12.5% | Added |
| Princeton Global Asset Management LLC | 26 | $14.6K | 0.00% | −20−43.5% | Reduced |
| Trust Co of Vermont | 25 | $14.1K | 0.00% | −12−32.4% | Reduced |
| LGT Financial Advisors LLC | 25 | $14.1K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 25 | $14.1K | 0.01% | +25 | New |
| Asset Dedication, LLC | 24 | $14.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 23 | $13.0K | 0.01% | +23 | New |