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 |
|---|---|---|---|---|---|
| Graypoint LLC | 416 | $233.2K | 0.02% | −261−38.6% | Reduced |
| M3 Advisory Group, LLC | 416 | $233.3K | 0.21% | +416 | New |
| Smithfield Trust Co | 417 | $234.0K | 0.01% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 420 | $235.4K | 0.03% | −100−19.2% | Reduced |
| First Trust Investment Solutions L.P. | 426 | $238.8K | 0.04% | +426 | New |
| Sound View Wealth Advisors Group, LLC | 433 | $242.7K | 0.03% | +13+3.1% | Added |
| Dorsey & Whitney Trust CO LLC | 437 | $244.9K | 0.02% | +5+1.2% | Added |
| Lake Street Advisors Group, LLC | 438 | $245.3K | 0.01% | +22+5.3% | Added |
| Summit Global Investments | 439 | $246.0K | 0.02% | −2,678−85.9% | Reduced |
| EP Wealth Advisors, LLC | 444 | $248.6K | 0.00% | +12+2.8% | Added |
| WealthBridge Capital Management, LLC | 454 | $254.4K | 0.09% | 00.0% | Unchanged |
| Westpac Banking Corp | 455 | $255.0K | 0.02% | +19+4.4% | Added |
| Kolinsky Wealth Management, LLC | 456 | $255.6K | 0.20% | −10−2.1% | Reduced |
| PDS Planning, Inc | 457 | $256.1K | 0.03% | +24+5.5% | Added |
| Conning Inc. | 460 | $257.8K | 0.01% | −27−5.5% | Reduced |
| Skopos Labs, Inc. | 465 | $258.0K | 0.11% | −19−3.9% | Reduced |
| Equitable Holdings, Inc. | 462 | $258.9K | 0.00% | +40+9.5% | Added |
| Prime Capital Investment Advisors, LLC | 468 | $262.3K | 0.00% | −5−1.1% | Reduced |
| Flagship Harbor Advisors, LLC | 470 | $263.7K | 0.02% | −61−11.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 472 | $264.5K | 0.00% | −305−39.3% | Reduced |
| GLOBALT Investments LLC | 476 | $266.8K | 0.01% | −45−8.6% | Reduced |
| Algert Global LLC | 476 | $266.8K | 0.01% | +476 | New |
| Gen-Wealth Partners Inc | 478 | $267.9K | 0.13% | +478 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 481 | $269.6K | 0.01% | −481−50.0% | Reduced |
| ISAM Funds (UK) Ltd | 481 | $269.6K | 0.15% | +481 | New |
| Old National Bancorp | 483 | $270.7K | 0.01% | −35−6.8% | Reduced |
| Gryphon Financial Partners LLC | 488 | $273.6K | 0.05% | +488 | New |
| Montag A & Associates Inc | 489 | $274.1K | 0.01% | −20−3.9% | Reduced |
| Stephens Inc | 502 | $281.3K | 0.00% | −10−2.0% | Reduced |
| Versor Investments LP | 503 | $281.9K | 0.06% | −1,648−76.6% | Reduced |
| BluePath Capital Management, LLC | 504 | $282.7K | 0.22% | −8−1.6% | Reduced |
| Clear Rock Advisors, LLC | 507 | $284.1K | 0.12% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 508 | $284.8K | 0.01% | +22+4.5% | Added |
| Summit Trail Advisors, LLC | 512 | $287.0K | 0.01% | +115+29.0% | Added |
| Forum Financial Management, LP | 514 | $288.1K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 515 | $288.6K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 522 | $292.6K | 0.05% | +2+0.4% | Added |
| Capital Advisors, Ltd. LLC | 522 | $293.0K | 0.04% | +13+2.6% | Added |
| Sage Mountain Advisors LLC | 528 | $295.9K | 0.03% | +5+1.0% | Added |
| Chilton Investment Co LLC | 530 | $297.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 640 | $297.6K | 0.01% | +3+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 533 | $298.7K | 0.01% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 539 | $302.0K | 0.03% | +105+24.2% | Added |
| Integrated Advisors Network LLC | 540 | $302.5K | 0.02% | +540 | New |
| Virtue Capital Management, LLC | 573 | $303.7K | 0.05% | −39−6.4% | Reduced |
| Clarius Group, LLC | 547 | $306.6K | 0.02% | −41−7.0% | Reduced |
| Independent Advisor Alliance | 548 | $307.1K | 0.01% | −27−4.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 549 | $307.7K | 0.01% | +549 | New |
| VitalStone Financial, LLC | 559 | $313.0K | 0.24% | −170−23.3% | Reduced |
| NewEdge Wealth, LLC | 672 | $314.3K | 0.01% | +53+8.6% | Added |
| Symmetry Partners, LLC | 563 | $316.0K | 0.02% | 00.0% | Unchanged |
| Foundry Partners, LLC | 570 | $319.5K | 0.02% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 571 | $320.0K | 0.16% | +98+20.7% | Added |
| Fenimore Asset Management Inc | 572 | $320.6K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 575 | $322.3K | 0.01% | +39+7.3% | Added |
| Camden Capital, LLC | 581 | $325.6K | 0.03% | −386−39.9% | Reduced |
| Great Lakes Retirement, Inc. | 592 | $332.0K | 0.05% | −16−2.6% | Reduced |
| Commerzbank Aktiengesellschaft | 597 | $335.0K | 0.01% | +95+18.9% | Added |
| WJ Wealth Management, LLC | 600 | $336.3K | 0.13% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 600 | $336.3K | 0.00% | +600 | New |
| Weil Company, Inc. | 600 | $336.3K | 0.13% | +600 | New |
| Insigneo Advisory Services, LLC | 601 | $336.8K | 0.04% | +89+17.4% | Added |
| World Equity Group, Inc. | 603 | $338.0K | 0.07% | −200−24.9% | Reduced |
| PEAK6 Investments LLC | 610 | $341.9K | 0.02% | −596−49.4% | Reduced |
| Capital Investment Advisory Services, LLC | 612 | $343.0K | 0.04% | +161+35.7% | Added |
| Simon Quick Advisors, LLC | 616 | $345.3K | 0.03% | +103+20.1% | Added |
| Sigma Planning Corp | 622 | $349.0K | 0.01% | +264+73.7% | Added |
| HRT Financial LP | 623 | $349.0K | 0.00% | −759−54.9% | Reduced |
| Nomura Holdings Inc | 631 | $353.6K | 0.00% | −967−60.5% | Reduced |
| Exchange Traded Concepts, LLC | 631 | $353.6K | 0.01% | +99+18.6% | Added |
| Empirical Asset Management, LLC | 632 | $354.3K | 0.17% | −326−34.0% | Reduced |
| JSF Financial, LLC | 633 | $354.8K | 0.11% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 637 | $357.0K | 0.01% | −15−2.3% | Reduced |
| Kinneret Advisory, LLC | 639 | $358.1K | 0.04% | −2−0.3% | Reduced |
| Apeiron RIA LLC | 644 | $360.8K | 0.10% | +3+0.5% | Added |
| D.A. Davidson & Co. | 646 | $362.1K | 0.00% | −11−1.7% | Reduced |
| Values First Advisors, Inc. | 655 | $366.9K | 0.22% | +655 | New |
| Cynosure Management, LLC | 655 | $367.1K | 0.07% | +655 | New |
| Parallel Advisors, LLC | 661 | $370.4K | 0.01% | +25+3.9% | Added |
| Brown Brothers Harriman & Co | 663 | $371.6K | 0.00% | −73−9.9% | Reduced |
| Gilbert & Cook, Inc. | 663 | $371.6K | 0.05% | −9−1.3% | Reduced |
| Quadrant Capital Group LLC | 668 | $374.4K | 0.03% | −16−2.3% | Reduced |
| Zions Bancorporation, N.A. | 677 | $379.4K | 0.03% | −64−8.6% | Reduced |
| TD Waterhouse Canada Inc. | 223 | $380.0K | 0.00% | −16−6.7% | Reduced |
| Boit C F David | 810 | $380.7K | 0.21% | 00.0% | Unchanged |
| Walleye Trading LLC | 694 | $389.0K | 0.01% | +694 | New |
| Weaver Capital Management LLC | 695 | $389.5K | 0.14% | 00.0% | Unchanged |
| Mather Group, LLC. | 692 | $391.3K | 0.01% | −5−0.7% | Reduced |
| Syon Capital LLC | 707 | $396.3K | 0.04% | +19+2.8% | Added |
| Boston Private Wealth LLC | 731 | $409.6K | 0.01% | −34−4.4% | Reduced |
| National Asset Management, Inc. | 799 | $410.1K | 0.01% | +368+85.4% | Added |
| Aigen Investment Management, LP | 734 | $411.4K | 0.09% | +734 | New |
| SFMG, LLC | 737 | $413.1K | 0.04% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 746 | $418.1K | 0.10% | −7−0.9% | Reduced |
| LGT Fund Management Co Ltd. | 758 | $424.8K | 0.18% | +758 | New |
| Federation des caisses Desjardins du Quebec | 768 | $430.7K | 0.00% | +577+302.1% | Added |
| Checchi Capital Advisers, LLC | 769 | $431.0K | 0.03% | +8+1.1% | Added |
| Americana Partners, LLC | 775 | $434.3K | 0.04% | +775 | New |
| Elk River Wealth Management, LLC | 780 | $437.2K | 0.09% | 00.0% | Unchanged |
| Scientech Research LLC | 780 | $437.2K | 0.23% | +780 | New |