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 |
|---|---|---|---|---|---|
| Petrus Trust Company, LTA | 784 | $439.4K | 0.04% | +784 | New |
| Legacy Advisors, LLC | 785 | $440.0K | 0.06% | +121+18.2% | Added |
| Woodline Partners LP | 791 | $443.3K | 0.00% | −1,098−58.1% | Reduced |
| Davy Global Fund Management Ltd | 794 | $445.0K | 0.05% | 00.0% | Unchanged |
| Geller Advisors LLC | 797 | $446.7K | 0.04% | +5+0.6% | Added |
| TRUE Private Wealth Advisors | 797 | $446.8K | 0.05% | +56+7.6% | Added |
| Cigna Investments Inc | 819 | $459.0K | 0.09% | 00.0% | Unchanged |
| Balboa Wealth Partners | 830 | $465.2K | 0.15% | +7+0.9% | Added |
| Lido Advisors, LLC | 835 | $468.0K | 0.00% | +2+0.2% | Added |
| Siemens Fonds Invest GmbH | 836 | $468.5K | 0.04% | −39−4.5% | Reduced |
| CM Wealth Advisors LLC | 1,008 | $475.2K | 0.14% | +1,008 | New |
| Bryn Mawr Trust Co | 851 | $476.9K | 0.02% | +851 | New |
| Principal Securities, Inc. | 851 | $477.2K | 0.01% | +7+0.8% | Added |
| Lincoln National Corp | 852 | $477.2K | 0.01% | −43−4.8% | Reduced |
| Ameritas Investment Partners, Inc. | 855 | $479.2K | 0.02% | −24−2.7% | Reduced |
| NorthRock Partners, LLC | 856 | $479.7K | 0.02% | +46+5.7% | Added |
| Wolverine Trading, LLC | 858 | $480.9K | 0.00% | −57−6.2% | Reduced |
| Ascent Wealth Partners, LLC | 887 | $497.1K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 890 | $498.8K | 0.01% | −15−1.7% | Reduced |
| HB Wealth Management, LLC | 893 | $500.5K | 0.01% | +72+8.8% | Added |
| Gotham Asset Management, LLC | 901 | $505.0K | 0.01% | +901 | New |
| MJP Associates Inc | 901 | $505.2K | 0.11% | +165+22.4% | Added |
| Wexford Capital LP | 910 | $510.0K | 0.10% | +910 | New |
| Grandeur Peak Global Advisors, LLC | 919 | $515.1K | 0.04% | −485−34.5% | Reduced |
| Trust Asset Management LLC | 919 | $515.1K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 925 | $518.7K | 0.04% | +68+7.9% | Added |
| Burney Co | 936 | $524.6K | 0.02% | +106+12.8% | Added |
| CNB Bank | 937 | $525.1K | 0.26% | +78+9.1% | Added |
| MAI Capital Management | 945 | $529.4K | 0.01% | −1−0.1% | Reduced |
| Pitcairn Co | 951 | $533.0K | 0.03% | +53+5.9% | Added |
| Private Advisor Group, LLC | 953 | $534.4K | 0.00% | −112−10.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $537.4K | 0.21% | +300+42.9% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 959 | $537.5K | 0.01% | +959 | New |
| Ontario Teachers Pension Plan Board | 968 | $542.5K | 0.00% | −693−41.7% | Reduced |
| CAPROCK Group, Inc. | 974 | $545.9K | 0.03% | +235+31.8% | Added |
| Resources Investment Advisors, LLC. | 995 | $557.8K | 0.01% | −424−29.9% | Reduced |
| Agf Management Ltd | 1,000 | $560.5K | 0.00% | −616−38.1% | Reduced |
| Harbor Advisors LLC | 1,000 | $560.5K | 0.10% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,003 | $562.3K | 0.03% | −98−8.9% | Reduced |
| Dana Investment Advisors, Inc. | 1,008 | $564.9K | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 1,015 | $568.9K | 0.15% | +1,015 | New |
| Advisors Asset Management, Inc. | 1,018 | $570.5K | 0.01% | −7−0.7% | Reduced |
| SpiderRock Advisors, LLC | 1,037 | $570.8K | 0.02% | +1,037 | New |
| Evercore Wealth Management, LLC | 1,058 | $593.0K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,063 | $595.8K | 0.01% | +158+17.5% | Added |
| Stanley-Laman Group, Ltd. | 1,069 | $599.1K | 0.08% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 1,070 | $599.7K | 0.02% | −12−1.1% | Reduced |
| SageView Advisory Group, LLC | 6,382 | $601.0K | 0.03% | +5,554+670.8% | Added |
| Schechter Investment Advisors, LLC | 1,085 | $608.1K | 0.05% | +78+7.7% | Added |
| RFG Advisory, LLC | 1,086 | $608.6K | 0.02% | +45+4.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,094 | $613.0K | 0.40% | +886+426.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,095 | $613.7K | 0.03% | +200+22.3% | Added |
| Oak Ridge Investments LLC | 1,100 | $616.5K | 0.06% | −141−11.4% | Reduced |
| Beacon Pointe Advisors, LLC | 1,104 | $618.8K | 0.01% | −322−22.6% | Reduced |
| Fidelis Capital Partners, LLC | 1,115 | $624.9K | 0.09% | +110+10.9% | Added |
| Menard Financial Group LLC | 1,128 | $632.4K | 0.53% | +299+36.1% | Added |
| Quantitative Investment Management, LLC | 1,149 | $643.0K | 0.04% | −5,062−81.5% | Reduced |
| Institute for Wealth Management, LLC. | 1,152 | $645.6K | 0.08% | −6−0.5% | Reduced |
| Seven Eight Capital, LP | 1,159 | $649.6K | 0.07% | +401+52.9% | Added |
| WR Wealth Planners, LLC | 1,169 | $655.2K | 0.20% | +18+1.6% | Added |
| Quintet Private Bank (Europe) S.A. | 1,046 | $670.2K | 0.03% | −164−13.6% | Reduced |
| Bradley Foster & Sargent Inc | 1,215 | $680.9K | 0.01% | −463−27.6% | Reduced |
| Harbor Capital Advisors, Inc. | 1,216 | $682.0K | 0.09% | +23+1.9% | Added |
| Wealthspire Advisors, LLC | 1,218 | $682.6K | 0.01% | +745+157.5% | Added |
| Profund Advisors LLC | 1,223 | $685.4K | 0.03% | +165+15.6% | Added |
| Dynamic Technology Lab Private Ltd | 1,226 | $687.0K | 0.07% | +1,226 | New |
| Wedmont Private Capital | 1,242 | $689.0K | 0.05% | −3−0.2% | Reduced |
| Signaturefd, LLC | 1,230 | $689.5K | 0.01% | +63+5.4% | Added |
| Steel Peak Wealth Management LLC | 1,253 | $702.2K | 0.04% | +53+4.4% | Added |
| Birinyi Associates Inc | 1,254 | $702.8K | 0.23% | −849−40.4% | Reduced |
| Ellevest, Inc. | 1,260 | $706.2K | 0.04% | +50+4.1% | Added |
| Horizon Investments, LLC | 1,263 | $707.8K | 0.02% | +5+0.4% | Added |
| Roberts Capital Advisors, LLC | 1,293 | $724.7K | 0.70% | +1,293 | New |
| Pinnacle Associates Ltd | 1,306 | $731.9K | 0.01% | −2−0.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,307 | $733.0K | 0.01% | +787+151.3% | Added |
| Investment Management Corp of Ontario | 1,319 | $739.2K | 0.02% | −500−27.5% | Reduced |
| Blair William & Co | 1,321 | $740.6K | 0.00% | −191−12.6% | Reduced |
| Wealth Management Associates, Inc. | 1,540 | $741.9K | 0.35% | −93−5.7% | Reduced |
| Stevens Capital Management LP | 1,324 | $742.0K | 0.14% | −109−7.6% | Reduced |
| Captrust Financial Advisors | 1,352 | $757.5K | 0.00% | −1,423−51.3% | Reduced |
| DoubleLine ETF Adviser LP | 1,353 | $758.3K | 0.19% | +29+2.2% | Added |
| Flputnam Investment Management Co | 1,355 | $759.4K | 0.02% | −48−3.4% | Reduced |
| Gries Financial LLC | 1,358 | $761.1K | 0.13% | +1,358 | New |
| Shell Asset Management Co | 1,590 | $766.0K | 0.03% | −11,887−88.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,367 | $766.1K | 0.00% | −70−4.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,368 | $766.7K | 0.05% | +1+0.1% | Added |
| Snowden Capital Advisors LLC | 1,368 | $766.7K | 0.02% | +153+12.6% | Added |
| Signet Financial Management, LLC | 1,386 | $776.7K | 0.11% | −3−0.2% | Reduced |
| NEOS Investment Management LLC | 1,386 | $776.8K | 0.05% | +25+1.8% | Added |
| La Banque Postale Asset Management SA | 1,388 | $777.9K | 0.03% | +1,388 | New |
| Veriti Management LLC | 1,394 | $781.3K | 0.06% | +287+25.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,422 | $797.0K | 0.04% | +60+4.4% | Added |
| Cypress Asset Management Inc | 1,423 | $797.5K | 0.22% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,425 | $798.6K | 0.11% | +1,425 | New |
| Verdence Capital Advisors LLC | 1,432 | $802.5K | 0.07% | +5+0.4% | Added |
| Vestcor Inc | 1,433 | $803.0K | 0.03% | −262−15.5% | Reduced |
| Heartland Bank & Trust Co | 1,436 | $804.8K | 0.47% | −10−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 1,448 | $811.5K | 0.08% | +29+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,482 | $830.0K | 0.00% | +25+1.7% | Added |
| Glenmede Trust Co NA | 1,482 | $830.6K | 0.00% | −91−5.8% | Reduced |