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, Q1 2024
Institutional positions in MSCI Inc. as of Mar 31, 2024. 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
- 922
- +52 vs. Q4 2023
- Shares held
- 71.7M
- +530.9K (+0.7%) vs. Q4 2023
- Total value
- $40.1B
- −$85.5M (−0.2%) vs. Q4 2023
- New holders
- 111
- 367 more added
- Sold out
- 59
- 313 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 666,907 | $373.8M | 0.07% | −741,667−52.7% | Reduced |
| Northern Trust Corp | 668,798 | $374.8M | 0.06% | −35,165−5.0% | Reduced |
| Bank of America Corp | 709,026 | $397.4M | 0.04% | +13,954+2.0% | Added |
| Franklin Resources Inc | 787,192 | $441.2M | 0.14% | +164,333+26.4% | Added |
| Principal Financial Group Inc | 832,482 | $466.6M | 0.27% | +13,060+1.6% | Added |
| Norges Bank | 955,114 | $535.3M | 0.08% | +77,291+8.8% | Added |
| American Century Companies Inc | 1,034,340 | $579.7M | 0.36% | +3,636+0.4% | Added |
| Brown Advisory Inc | 1,050,304 | $588.6M | 0.79% | +11,543+1.1% | Added |
| Fiera Capital Corp | 1,221,101 | $684.4M | 1.99% | −89,539−6.8% | Reduced |
| Sustainable Growth Advisers, LP | 1,323,058 | $741.5M | 3.10% | +23,217+1.8% | Added |
| Morgan Stanley | 1,387,019 | $777.4M | 0.06% | +572,344+70.3% | Added |
| Capital Research Global Investors | 1,503,771 | $842.8M | 0.19% | −625,205−29.4% | Reduced |
| Edgewood Management LLC | 1,560,706 | $874.7M | 2.35% | +336,306+27.5% | Added |
| FMR LLC | 1,687,695 | $945.9M | 0.06% | −15,417−0.9% | Reduced |
| Capital International Investors | 1,734,519 | $972.1M | 0.20% | +9,304+0.5% | Added |
| Geode Capital Management, LLC | 1,795,010 | $1.00B | 0.09% | +59,244+3.4% | Added |
| Alliancebernstein L.P. | 1,887,702 | $1.06B | 0.37% | −103,088−5.2% | Reduced |
| Massachusetts Financial Services Co | 1,897,679 | $1.06B | 0.32% | −497,530−20.8% | Reduced |
| Bamco Inc | 2,254,035 | $1.26B | 3.37% | −25,465−1.1% | Reduced |
| State Street Corp | 3,114,389 | $1.75B | 0.08% | −53,576−1.7% | Reduced |
| BlackRock Inc. | 7,095,229 | $3.98B | 0.09% | +252,640+3.7% | Added |
| Vanguard Group Inc | 8,719,381 | $4.89B | 0.10% | +36,043+0.4% | Added |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −47,892−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −9,366−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −4,266−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −4,106−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −3,882−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,587−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,002−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −2,968−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| Aft, Forsyth & Sober, LLC | 0 | $0 | 0.00% | −2,425−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −2,071−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −1,814−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −1,451−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −960−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | – | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| Bridgecreek Investment Management, LLC | – | – | – | – | Not filed |
| Ardevora Asset Management LLP | – | – | – | – | Not filed |
| Spouting Rock Asset Management, LLC | – | – | – | – | Not filed |
| Alamar Capital Management, LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| HWG Holdings LP | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |