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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 48 | $26.9K | 0.01% | +41+585.7% | Added |
| Jones Financial Companies LLLP | 49 | $27.5K | 0.00% | +41+512.5% | Added |
| MidAtlantic Capital Management, Inc. | 50 | $28.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 53 | $29.7K | 0.00% | +23+76.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $33.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 60 | $33.6K | 0.00% | +60 | New |
| Farmers & Merchants Investments Inc | 61 | $34.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 65 | $36.4K | 0.01% | −12−15.6% | Reduced |
| American National Bank | 70 | $39.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 85 | $41.3K | 0.00% | −5−5.6% | Reduced |
| Anchor Investment Management, LLC | 78 | $43.7K | 0.00% | −1,043−93.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 80 | $44.8K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 80 | $44.8K | 0.00% | +80 | New |
| Larson Financial Group LLC | 81 | $45.4K | 0.00% | −19−19.0% | Reduced |
| First United Bank Trust | 85 | $47.6K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 97 | $54.4K | 0.00% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 99 | $55.0K | 0.06% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 99 | $55.4K | 0.01% | +99 | New |
| Quent Capital, LLC | 100 | $56.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 106 | $59.5K | 0.01% | +8+8.2% | Added |
| Barrett & Company, Inc. | 106 | $59.5K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 107 | $60.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 109 | $60.8K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 117 | $64.9K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 119 | $66.7K | 0.00% | +119 | New |
| Caldwell Trust Co | 130 | $72.9K | 0.01% | +56+75.7% | Added |
| Riverview Trust Co | 133 | $74.5K | 0.06% | +133 | New |
| Smartleaf Asset Management LLC | 141 | $78.5K | 0.02% | +110+354.8% | Added |
| Arlington Trust Co LLC | 143 | $80.1K | 0.02% | −6−4.0% | Reduced |
| Private Trust Co NA | 144 | $80.7K | 0.01% | +53+58.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 148 | $82.9K | 0.03% | +49+49.5% | Added |
| Acima Private Wealth, LLC | 153 | $85.7K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 172 | $96.4K | 0.01% | +30+21.1% | Added |
| JFS Wealth Advisors, LLC | 176 | $98.4K | 0.01% | +1+0.6% | Added |
| Covestor Ltd | 176 | $99.0K | 0.06% | +140+388.9% | Added |
| Spire Wealth Management | 180 | $100.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 184 | $103.1K | 0.01% | −46−20.0% | Reduced |
| Parkside Financial Bank & Trust | 191 | $107.0K | 0.02% | +26+15.8% | Added |
| Rothschild Investment LLC | 196 | $109.8K | 0.01% | +8+4.3% | Added |
| Alta Advisers Ltd | 200 | $112.1K | 0.06% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 200 | $112.1K | 0.01% | +200 | New |
| Sunbelt Securities, Inc. | 205 | $114.9K | 0.01% | −184−47.3% | Reduced |
| Leonteq Securities AG | 212 | $118.8K | 0.02% | −186−46.7% | Reduced |
| IFP Advisors, Inc | 212 | $118.9K | 0.01% | +8+3.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 219 | $123.0K | 0.00% | +6+2.8% | Added |
| GAMMA Investing LLC | 220 | $123.3K | 0.03% | +34+18.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 221 | $123.8K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 221 | $123.9K | 0.11% | +22+11.1% | Added |
| Huntington National Bank | 229 | $128.3K | 0.00% | +72+45.9% | Added |
| Allworth Financial LP | 237 | $132.8K | 0.00% | +75+46.3% | Added |
| Massmutual Trust Co FSB | 239 | $133.9K | 0.00% | +35+17.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 245 | $137.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $137.3K | 0.05% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 250 | $140.1K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 252 | $141.2K | 0.01% | +250+12,500.0% | Added |
| Park Place Capital Corp | 253 | $141.8K | 0.05% | −113−30.9% | Reduced |
| Harvest Fund Management Co., Ltd | 258 | $144.0K | 0.01% | +207+405.9% | Added |
| JCIC Asset Management Inc. | 265 | $148.5K | 0.06% | +25+10.4% | Added |
| CVA Family Office, LLC | 273 | $153.0K | 0.03% | +1+0.4% | Added |
| Motco | 284 | $159.2K | 0.01% | +284 | New |
| Harbour Investments, Inc. | 295 | $165.3K | 0.01% | +30+11.3% | Added |
| Lindbrook Capital, LLC | 299 | $167.6K | 0.02% | +17+6.0% | Added |
| Ronald Blue Trust, Inc. | 324 | $181.6K | 0.00% | +127+64.5% | Added |
| Magellan Asset Management Ltd | 336 | $188.3K | 0.00% | −11−3.2% | Reduced |
| SYSTM Wealth Solutions LLC | 339 | $190.0K | 0.02% | −9−2.6% | Reduced |
| Whittier Trust Co | 345 | $193.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 349 | $195.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 352 | $197.3K | 0.01% | +17+5.1% | Added |
| Penserra Capital Management LLC | 359 | $200.0K | 0.00% | −348−49.2% | Reduced |
| Savant Capital, LLC | 358 | $200.6K | 0.00% | −1−0.3% | Reduced |
| Oppenheimer & Co Inc | 359 | $201.2K | 0.00% | +3+0.8% | Added |
| Buckhead Capital Management LLC | 360 | $201.8K | 0.07% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 379 | $202.2K | 0.11% | −998−72.5% | Reduced |
| Washington Trust Advisors, Inc. | 366 | $204.9K | 0.02% | +279+320.7% | Added |
| Principal Street Partners, LLC | 426 | $206.7K | 0.04% | 00.0% | Unchanged |
| Renasant Bank | 370 | $207.4K | 0.15% | +10+2.8% | Added |
| Dynamic Advisor Solutions LLC | 374 | $209.7K | 0.01% | +374 | New |
| Pinnacle Wealth Planning Services, Inc. | 378 | $211.8K | 0.03% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 378 | $211.8K | 0.00% | +378 | New |
| Meritage Group LP | 379 | $212.0K | 0.00% | −90−19.2% | Reduced |
| Security Financial Services, INC. | 381 | $213.5K | 0.05% | +381 | New |
| Keel Point, LLC | 381 | $213.6K | 0.02% | +381 | New |
| Argent Trust Co | 383 | $214.7K | 0.01% | +383 | New |
| Prescott Group Capital Management, L.L.C. | 384 | $215.0K | 0.03% | −4,000−91.2% | Reduced |
| Atomi Financial Group, Inc. | 384 | $215.2K | 0.02% | +384 | New |
| Braun-Bostich & Associates Inc. | 388 | $217.5K | 0.18% | −201−34.1% | Reduced |
| MBB Public Markets I LLC | 389 | $218.0K | 0.01% | +389 | New |
| EverSource Wealth Advisors, LLC | 468 | $218.1K | 0.02% | +6+1.3% | Added |
| Arkadios Wealth Advisors | 390 | $218.9K | 0.02% | −359−47.9% | Reduced |
| HighPoint Advisor Group LLC | 452 | $219.0K | 0.02% | −1,152−71.8% | Reduced |
| GeoWealth Management, LLC | 398 | $223.1K | 0.01% | +398 | New |
| Farther Finance Advisors, LLC | 403 | $223.5K | 0.01% | +86+27.1% | Added |
| Blue Edge Capital, LLC | 400 | $224.2K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 400 | $224.2K | 0.04% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 402 | $225.3K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 403 | $225.5K | 0.01% | +6+1.5% | Added |
| Mayflower Financial Advisors, LLC | 406 | $227.5K | 0.04% | +5+1.2% | Added |
| Aspiriant, LLC | 408 | $228.7K | 0.01% | +408 | New |
| Mutual Advisors, LLC | 410 | $229.6K | 0.01% | +410 | New |
| Sentry Investment Management LLC | 415 | $233.0K | 0.09% | 00.0% | Unchanged |