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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 1,489 | $835.0K | 0.02% | +1,489 | New |
| EPG Wealth Management LLC | 1,495 | $838.1K | 0.21% | +22+1.5% | Added |
| Merit Financial Group, LLC | 1,811 | $845.8K | 0.02% | −3−0.2% | Reduced |
| Waterloo Capital, L.P. | 1,525 | $854.4K | 0.11% | +341+28.8% | Added |
| Texas Capital Bancshares Inc | 1,530 | $857.5K | 0.39% | +1,530 | New |
| Parallax Volatility Advisers, L.P. | 1,536 | $860.9K | 0.02% | −75−4.7% | Reduced |
| Knollwood Investment Advisory, LLC | 1,545 | $865.9K | 0.16% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,568 | $878.8K | 0.07% | +198+14.5% | Added |
| Achmea Investment Management B.V. | 1,597 | $895.0K | 0.02% | −2,111−56.9% | Reduced |
| Arbor Capital Management Inc | 1,932 | $915.3K | 0.87% | −65−3.3% | Reduced |
| Catalyst Capital Advisors LLC | 1,640 | $919.1K | 0.02% | +1,400+583.3% | Added |
| Cipher Capital LP | 1,642 | $920.3K | 0.43% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,658 | $929.1K | 0.02% | +73+4.6% | Added |
| Wetherby Asset Management Inc | 1,673 | $937.6K | 0.04% | −13−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,676 | $939.3K | 0.05% | +1,240+284.4% | Added |
| RB Capital Management, LLC | 1,698 | $951.7K | 0.25% | +26+1.6% | Added |
| Alberta Investment Management Corp | 1,700 | $952.8K | 0.01% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,750 | $980.8K | 0.16% | −330−15.9% | Reduced |
| Diversified Trust Co | 1,788 | $1.00M | 0.03% | +29+1.6% | Added |
| Keybank National Association | 1,791 | $1.00M | 0.00% | +43+2.5% | Added |
| Edmond de Rothschild Holding S.A. | 1,792 | $1.00M | 0.02% | −581−24.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,793 | $1.00M | 0.02% | −9,046−83.5% | Reduced |
| LVW Advisors, LLC | 1,808 | $1.01M | 0.17% | +195+12.1% | Added |
| Ballentine Partners, LLC | 1,827 | $1.02M | 0.02% | −34−1.8% | Reduced |
| Buckley Wealth Management, LLC | 1,830 | $1.03M | 0.33% | 00.0% | Unchanged |
| DF Dent & Co Inc | 1,835 | $1.03M | 0.01% | +151+9.0% | Added |
| Wellington Wealth Strategies, LLC. | 1,861 | $1.04M | 0.50% | −870−31.9% | Reduced |
| Quest Partners LLC | 1,862 | $1.04M | 0.18% | +636+51.9% | Added |
| Sequoia Financial Advisors, LLC | 1,874 | $1.05M | 0.01% | −2,458−56.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 1,879 | $1.05M | 0.12% | +16+0.9% | Added |
| Liberty Wealth Management LLC | 1,883 | $1.05M | 0.21% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 1,897 | $1.06M | 0.17% | +102+5.7% | Added |
| Atria Wealth Solutions, Inc. | 1,910 | $1.07M | 0.01% | −275−12.6% | Reduced |
| Banco Santander, S.A. | 1,923 | $1.08M | 0.01% | −3,435−64.1% | Reduced |
| Navellier & Associates Inc | 1,953 | $1.09M | 0.13% | +56+3.0% | Added |
| Grey Street Capital, LLC | 1,993 | $1.12M | 0.15% | +1,993 | New |
| Groupama Asset Managment | 898 | $1.12M | 0.02% | −1,300−59.1% | Reduced |
| Great Lakes Advisors, LLC | 2,065 | $1.16M | 0.01% | +86+4.3% | Added |
| Palumbo Wealth Management LLC | 2,141 | $1.20M | 0.54% | +485+29.3% | Added |
| Central Pacific Bank - Trust Division | 2,167 | $1.20M | 0.15% | +2,167 | New |
| Gardner Lewis Asset Management L P | 2,150 | $1.20M | 0.36% | +2,150 | New |
| Coldstream Capital Management Inc | 2,173 | $1.22M | 0.03% | −105−4.6% | Reduced |
| Dantai Capital Ltd | 2,178 | $1.22M | 1.41% | −877−28.7% | Reduced |
| AXS Investments LLC | 2,201 | $1.23M | 0.30% | −198−8.3% | Reduced |
| Pier Capital, LLC | 2,219 | $1.24M | 0.17% | +31+1.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,223 | $1.25M | 0.09% | +1,846+489.7% | Added |
| Monumental Financial Group Inc. | 2,231 | $1.25M | 0.67% | −82−3.5% | Reduced |
| ProVise Management Group, LLC | 2,234 | $1.25M | 0.11% | −30−1.3% | Reduced |
| Chartwell Investment Partners, LLC | 2,238 | $1.25M | 0.04% | −233−9.4% | Reduced |
| Pearl River Capital, LLC | 2,239 | $1.25M | 0.20% | +989+79.1% | Added |
| Bennett Selby Investments LP | 2,243 | $1.26M | 0.59% | +13+0.6% | Added |
| Cumberland Partners Ltd | 2,250 | $1.26M | 0.09% | −2,083−48.1% | Reduced |
| Kestra Advisory Services, LLC | 2,330 | $1.31M | 0.01% | +420+22.0% | Added |
| Advisor OS, LLC | 2,357 | $1.32M | 0.15% | +188+8.7% | Added |
| Regions Financial Corp | 2,359 | $1.32M | 0.01% | +2,359 | New |
| SeaTown Holdings Pte. Ltd. | 2,396 | $1.34M | 0.85% | −59,630−96.1% | Reduced |
| Axq Capital, LP | 2,400 | $1.35M | 0.32% | +720+42.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,554 | $1.35M | 0.01% | −2,634−50.8% | Reduced |
| Simplicity Wealth,LLC | 2,414 | $1.35M | 0.03% | +2,414 | New |
| Bleakley Financial Group, LLC | 2,427 | $1.36M | 0.04% | +87+3.7% | Added |
| T. Rowe Price Investment Management, Inc. | 2,460 | $1.38M | 0.00% | +502+25.6% | Added |
| SRN Advisors, LLC | 2,495 | $1.40M | 1.09% | +128+5.4% | Added |
| Mercer Global Advisors Inc | 2,378 | $1.40M | 0.00% | −126−5.0% | Reduced |
| Virtu Financial LLC | 2,507 | $1.41M | 0.11% | +2,507 | New |
| Metis Global Partners, LLC | 2,507 | $1.41M | 0.05% | −49−1.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,509 | $1.41M | 0.04% | +5+0.2% | Added |
| Natixis Investment Managers International | 2,537 | $1.42M | 0.10% | +223+9.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,553 | $1.43M | 0.26% | −11,541−81.9% | Reduced |
| Guggenheim Capital LLC | 2,554 | $1.43M | 0.01% | +377+17.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,610 | $1.46M | 0.10% | −208−7.4% | Reduced |
| Canandaigua National Bank & Trust Co | 2,643 | $1.48M | 0.22% | −7−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,644 | $1.48M | 0.02% | −10,547−80.0% | Reduced |
| Value Partners Investments Inc. | 2,650 | $1.48M | 0.12% | +228+9.4% | Added |
| UniSuper Management Pty Ltd | 2,698 | $1.51M | 0.01% | +1,967+269.1% | Added |
| Anthracite Investment Company, Inc. | 2,700 | $1.51M | 0.76% | 00.0% | Unchanged |
| Greenleaf Trust | 2,700 | $1.51M | 0.01% | +16+0.6% | Added |
| Perpetual Ltd | 2,744 | $1.54M | 0.02% | +11+0.4% | Added |
| Tradewinds, LLC. | 2,731 | $1.54M | 1.37% | +2,731 | New |
| Kirtland Hills Capital Management, LLC | 3,275 | $1.55M | 1.34% | +3,275 | New |
| Ci Investments Inc. | 2,831 | $1.59M | 0.01% | −1,143−28.8% | Reduced |
| AE Wealth Management LLC | 2,836 | $1.59M | 0.02% | −7,489−72.5% | Reduced |
| Empowered Funds, LLC | 2,838 | $1.59M | 0.03% | +1,937+215.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,840 | $1.59M | 0.02% | −477−14.4% | Reduced |
| Fairbanks Capital Management, Inc. | 2,840 | $1.59M | 1.10% | −45−1.6% | Reduced |
| Point72 Asset Management, L.P. | 2,845 | $1.59M | 0.00% | +2,845 | New |
| Davenport & Co LLC | 2,864 | $1.61M | 0.01% | −39−1.3% | Reduced |
| Empirical Finance, LLC | 2,870 | $1.61M | 0.10% | +93+3.3% | Added |
| Everence Capital Management Inc | 2,937 | $1.65M | 0.11% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,986 | $1.67M | 0.03% | +1,920+180.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,993 | $1.68M | 0.12% | +2,993 | New |
| Apollon Wealth Management, LLC | 2,997 | $1.68M | 0.05% | +229+8.3% | Added |
| Swiss Life Asset Management Ltd | 3,012 | $1.69M | 0.02% | −11,446−79.2% | Reduced |
| Crestline Management, LP | 3,016 | $1.69M | 0.16% | +3,016 | New |
| First Hawaiian Bank | 3,023 | $1.69M | 0.05% | −149−4.7% | Reduced |
| Bessemer Group Inc | 3,035 | $1.70M | 0.00% | −2,035−40.1% | Reduced |
| Park Avenue Securities LLC | 3,076 | $1.72M | 0.02% | −78−2.5% | Reduced |
| Fiduciary Trust Co | 3,089 | $1.73M | 0.03% | −1,412−31.4% | Reduced |
| King Luther Capital Management Corp | 3,105 | $1.74M | 0.01% | −534−14.7% | Reduced |
| GYL Financial Synergies, LLC | 3,132 | $1.76M | 0.14% | +37+1.2% | Added |
| Headlands Technologies LLC | 3,139 | $1.76M | 0.42% | +3,139 | New |