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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 3,156 | $1.77M | 0.13% | +404+14.7% | Added |
| Roundview Capital LLC | 3,188 | $1.79M | 0.15% | +2,083+188.5% | Added |
| Metropolitan Life Insurance Co | 3,191 | $1.79M | 0.08% | −29−0.9% | Reduced |
| CWM, LLC | 3,241 | $1.82M | 0.01% | +1,616+99.4% | Added |
| Fortis Capital Management LLC | 3,279 | $1.84M | 0.48% | +513+18.5% | Added |
| E. Ohman J:or Asset Management AB | 3,312 | $1.86M | 0.05% | +200+6.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 3,320 | $1.86M | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 3,437 | $1.93M | 0.14% | −299−8.0% | Reduced |
| Atlantic Union Bankshares Corp | 3,479 | $1.95M | 0.16% | −937−21.2% | Reduced |
| Garrison Asset Management, LLC | 3,535 | $1.98M | 1.04% | −22−0.6% | Reduced |
| Verition Fund Management LLC | 3,546 | $1.99M | 0.02% | +1,498+73.1% | Added |
| Keystone Investors Pte Ltd | 3,580 | $2.01M | 0.17% | +3,580 | New |
| Wealth Enhancement Advisory Services, LLC | 3,615 | $2.03M | 0.01% | +165+4.8% | Added |
| E Fund Management Co., Ltd. | 3,617 | $2.03M | 0.13% | +3,617 | New |
| Eqis Capital Management, Inc. | 3,679 | $2.06M | 0.17% | −385−9.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 3,769 | $2.11M | 0.64% | −1,569−29.4% | Reduced |
| MV Capital Management, Inc. | 3,820 | $2.14M | 0.24% | +3,727+4,007.5% | Added |
| Janney Montgomery Scott LLC | 3,857 | $2.16M | 0.01% | +19+0.5% | Added |
| Change Path, LLC | 3,858 | $2.16M | 0.09% | +579+17.7% | Added |
| Dakota Wealth Management | 3,877 | $2.17M | 0.05% | −216−5.3% | Reduced |
| Centiva Capital, LP | 3,976 | $2.23M | 0.13% | +2,894+267.5% | Added |
| New Mexico Educational Retirement Board | 4,000 | $2.24M | 0.08% | −200−4.8% | Reduced |
| Retireful, LLC | 4,019 | $2.25M | 0.94% | +4,019 | New |
| Aurora Investment Managers, LLC. | 4,050 | $2.27M | 1.67% | −1,069−20.9% | Reduced |
| Allianz SE | 4,075 | $2.28M | 0.07% | +4,075 | New |
| Ritholtz Wealth Management | 4,146 | $2.32M | 0.08% | +10.0% | Added |
| Plato Investment Management Ltd | 4,187 | $2.35M | 0.24% | +3,948+1,651.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,249 | $2.38M | 0.00% | −627−12.9% | Reduced |
| Munro Partners | 4,264 | $2.39M | 0.09% | −2,995−41.3% | Reduced |
| Bokf, NA | 4,329 | $2.40M | 0.04% | +50+1.2% | Added |
| Freedom Day Solutions, LLC | 4,327 | $2.42M | 0.86% | −47−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 4,348 | $2.44M | 0.04% | −176−3.9% | Reduced |
| Sumitomo Life Insurance Co | 4,401 | $2.47M | 0.06% | −125−2.8% | Reduced |
| Cornercap Investment Counsel Inc | 4,491 | $2.52M | 0.39% | +13+0.3% | Added |
| Louisiana State Employees Retirement System | 4,600 | $2.58M | 0.05% | −200−4.2% | Reduced |
| FourThought Financial Partners, LLC | 4,614 | $2.59M | 0.30% | +792+20.7% | Added |
| Gamco Investors, Inc. Et Al | 4,618 | $2.59M | 0.03% | −69−1.5% | Reduced |
| QRG Capital Management, Inc. | 4,640 | $2.60M | 0.03% | +859+22.7% | Added |
| Securian Asset Management, Inc | 4,658 | $2.61M | 0.08% | −427−8.4% | Reduced |
| City Holding Co | 4,659 | $2.61M | 0.39% | +1,363+41.4% | Added |
| Capital International Sarl | 4,685 | $2.63M | 0.09% | −1,789−27.6% | Reduced |
| Alps Advisors Inc | 4,784 | $2.68M | 0.02% | +75+1.6% | Added |
| Toroso Investments, LLC | 4,812 | $2.70M | 0.05% | +2,150+80.8% | Added |
| Ghe, LLC | 4,813 | $2.70M | 1.25% | +12+0.2% | Added |
| Ieq Capital, LLC | 4,843 | $2.71M | 0.04% | +172+3.7% | Added |
| Acadian Asset Management LLC | 4,970 | $2.78M | 0.01% | −234−4.5% | Reduced |
| Crossmark Global Holdings, Inc. | 4,990 | $2.80M | 0.05% | −81−1.6% | Reduced |
| Jefferies Financial Group Inc. | 5,000 | $2.80M | 0.06% | +2,220+79.9% | Added |
| Balyasny Asset Management LLC | 5,049 | $2.83M | 0.01% | +3,164+167.9% | Added |
| Schonfeld Strategic Advisors LLC | 5,060 | $2.84M | 0.02% | +4,150+456.0% | Added |
| ExodusPoint Capital Management, LP | 5,083 | $2.85M | 0.04% | +5,083 | New |
| Hartford Investment Management Co | 5,108 | $2.86M | 0.10% | −216−4.1% | Reduced |
| First Foundation Advisors | 5,148 | $2.89M | 0.12% | +385+8.1% | Added |
| Smith Group Asset Management, LLC | 5,170 | $2.90M | 0.17% | −2,113−29.0% | Reduced |
| Brevan Howard Capital Management LP | 5,182 | $2.90M | 0.26% | +312+6.4% | Added |
| TD Private Client Wealth LLC | 5,237 | $2.94M | 0.10% | −625−10.7% | Reduced |
| Intech Investment Management LLC | 5,306 | $2.97M | 0.04% | +3,988+302.6% | Added |
| Colony Group, LLC | 5,356 | $3.00M | 0.02% | +808+17.8% | Added |
| Pacer Advisors, Inc. | 5,374 | $3.01M | 0.01% | −1,082−16.8% | Reduced |
| Tsai Capital Corp | 5,382 | $3.02M | 3.11% | +291+5.7% | Added |
| Kingfisher Capital LLC | 5,415 | $3.04M | 0.73% | +13+0.2% | Added |
| Maryland State Retirement & Pension System | 5,936 | $3.06M | 0.06% | 00.0% | Unchanged |
| Assetmark, Inc | 5,517 | $3.09M | 0.01% | −947−14.7% | Reduced |
| iA Global Asset Management Inc. | 5,566 | $3.12M | 0.06% | −10−0.2% | Reduced |
| US Bancorp | 5,570 | $3.12M | 0.00% | +341+6.5% | Added |
| Edgestream Partners, L.P. | 5,614 | $3.15M | 0.16% | +4,604+455.8% | Added |
| Mediolanum International Funds Ltd | 5,736 | $3.19M | 0.05% | +5,736 | New |
| Synovus Financial Corp | 5,743 | $3.22M | 0.04% | +90+1.6% | Added |
| Susquehanna Fundamental Investments, LLC | 5,843 | $3.27M | 0.15% | +3,174+118.9% | Added |
| Kentucky Retirement Systems | 6,006 | $3.37M | 0.10% | −322−5.1% | Reduced |
| Entropy Technologies, LP | 6,017 | $3.37M | 0.36% | +2,559+74.0% | Added |
| GWM Advisors LLC | 6,036 | $3.38M | 0.03% | +746+14.1% | Added |
| JustInvest LLC | 6,070 | $3.40M | 0.07% | +231+4.0% | Added |
| Cornerstone Advisors, LLC | 6,100 | $3.42M | 0.14% | −200−3.2% | Reduced |
| Teza Capital Management LLC | 6,115 | $3.43M | 0.46% | +4,746+346.7% | Added |
| Jensen Investment Management Inc | 6,130 | $3.44M | 0.03% | +6,130 | New |
| Wealthfront Advisers LLC | 6,184 | $3.47M | 0.01% | −290−4.5% | Reduced |
| Eisler Capital (UK) Ltd. | 6,479 | $3.63M | 0.45% | +6,041+1,379.2% | Added |
| Teachers Retirement System of the State of Kentucky | 6,497 | $3.64M | 0.03% | −333−4.9% | Reduced |
| Gulf International Bank (UK) Ltd | 6,607 | $3.70M | 0.09% | +41+0.6% | Added |
| Candriam Luxembourg S.C.A. | 6,692 | $3.75M | 0.02% | +568+9.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 6,746 | $3.78M | 0.74% | +6,746 | New |
| Ethic Inc. | 6,753 | $3.78M | 0.10% | +1,116+19.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,786 | $3.80M | 0.01% | +168+2.5% | Added |
| Oregon Public Employees Retirement Fund | 6,792 | $3.81M | 0.08% | +609+9.8% | Added |
| Solidarilty Wealth, LLC | 6,900 | $3.87M | 1.21% | +2,200+46.8% | Added |
| Abn Amro Investment Solutions | 7,017 | $3.93M | 0.07% | −56−0.8% | Reduced |
| Clearbridge Investments, LLC | 7,086 | $3.97M | 0.00% | +32+0.5% | Added |
| PGGM Investments | 7,125 | $3.99M | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,147 | $4.01M | 0.01% | −17,000−70.4% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,157 | $4.01M | 0.85% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,225 | $4.05M | 0.02% | −232−3.1% | Reduced |
| Jump Financial, LLC | 7,245 | $4.06M | 0.11% | −939−11.5% | Reduced |
| Creative Planning | 7,280 | $4.08M | 0.00% | +471+6.9% | Added |
| Walleye Capital LLC | 7,316 | $4.10M | 0.04% | +7,316 | New |
| Duality Advisers, LP | 7,357 | $4.12M | 0.41% | +675+10.1% | Added |
| CIBC World Markets Inc. | 7,375 | $4.13M | 0.01% | +4,362+144.8% | Added |
| Redwood Investments, LLC | 8,561 | $4.15M | 1.22% | +7,711+907.2% | Added |
| Level Four Advisory Services, LLC | 7,362 | $4.16M | 0.23% | +573+8.4% | Added |
| Financial Counselors Inc | 7,454 | $4.18M | 0.07% | +221+3.1% | Added |