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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 7,568 | $4.24M | 0.12% | +3,300+77.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 7,851 | $4.40M | 0.01% | −1,030−11.6% | Reduced |
| Clear Harbor Asset Management, LLC | 7,873 | $4.41M | 0.39% | −40−0.5% | Reduced |
| Atria Investments LLC | 7,890 | $4.42M | 0.06% | +228+3.0% | Added |
| Cape Cod Five Cents Savings Bank | 7,902 | $4.43M | 0.43% | +67+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 7,952 | $4.46M | 0.38% | −296−3.6% | Reduced |
| Natixis | 8,028 | $4.50M | 0.03% | +1,567+24.3% | Added |
| Mackenzie Financial Corp | 8,203 | $4.60M | 0.01% | −741−8.3% | Reduced |
| Donaldson Capital Management, LLC | 8,659 | $4.85M | 0.20% | +405+4.9% | Added |
| Northwest & Ethical Investments L.P. | 8,798 | $4.93M | 0.14% | −190−2.1% | Reduced |
| Empire Life Investments Inc. | 8,986 | $5.04M | 0.31% | −192−2.1% | Reduced |
| Cetera Investment Advisers | 9,083 | $5.09M | 0.01% | +5,754+172.8% | Added |
| CWM Advisors, LLC | 9,321 | $5.22M | 0.53% | +1,331+16.7% | Added |
| Advisors Capital Management, LLC | 9,351 | $5.24M | 0.10% | +342+3.8% | Added |
| Vident Advisory, LLC | 9,353 | $5.24M | 0.11% | −977−9.5% | Reduced |
| British Columbia Investment Management Corp | 9,443 | $5.29M | 0.04% | +338+3.7% | Added |
| Nissay Asset Management Corp | 9,625 | $5.39M | 0.04% | +107+1.1% | Added |
| Pinebridge Investments, L.P. | 9,665 | $5.41M | 0.04% | −22,627−70.1% | Reduced |
| LGT Group Foundation | 9,698 | $5.44M | 0.13% | +9,698 | New |
| Bayesian Capital Management, LP | 9,713 | $5.44M | 0.52% | +9,713 | New |
| Janus Henderson Group PLC | 9,848 | $5.52M | 0.00% | −799−7.5% | Reduced |
| Yousif Capital Management, LLC | 9,948 | $5.58M | 0.06% | −182−1.8% | Reduced |
| Quantbot Technologies LP | 9,949 | $5.58M | 0.31% | +9,949 | New |
| ING Groep NV | 9,973 | $5.59M | 0.04% | −4,893−32.9% | Reduced |
| Baldwin Brothers Inc | 10,039 | $5.63M | 0.42% | −522−4.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,174 | $5.70M | 0.24% | +196+2.0% | Added |
| Fernwood Investment Management, LLC | 10,284 | $5.76M | 1.68% | +127+1.3% | Added |
| KBC Group NV | 10,292 | $5.77M | 0.02% | −73,857−87.8% | Reduced |
| K.J. Harrison & Partners Inc | 10,416 | $5.84M | 0.90% | −20−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 10,574 | $5.93M | 0.01% | +76+0.7% | Added |
| Logan Capital Management Inc | 10,768 | $6.03M | 0.26% | +9+0.1% | Added |
| Daiwa Securities Group Inc. | 10,838 | $6.07M | 0.03% | +1,594+17.2% | Added |
| Cresset Asset Management, LLC | 10,855 | $6.08M | 0.03% | +2,456+29.2% | Added |
| State of Alaska, Department of Revenue | 10,955 | $6.14M | 0.07% | +35+0.3% | Added |
| First Trust Advisors LP | 11,318 | $6.34M | 0.01% | +5,034+80.1% | Added |
| M&T Bank Corp | 11,515 | $6.45M | 0.02% | −13,621−54.2% | Reduced |
| Evoke Wealth, LLC | 11,519 | $6.46M | 0.19% | +11,519 | New |
| DnB Asset Management AS | 11,699 | $6.56M | 0.03% | −4,408−27.4% | Reduced |
| Chiron Investment Management, LLC | 11,783 | $6.60M | 2.86% | +11,783 | New |
| Transform Wealth, LLC | 11,823 | $6.63M | 0.63% | −1,464−11.0% | Reduced |
| AMG National Trust Bank | 11,845 | $6.64M | 0.19% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 11,898 | $6.67M | 0.07% | −415−3.4% | Reduced |
| Modera Wealth Management, LLC | 12,008 | $6.73M | 0.10% | +13+0.1% | Added |
| Cambridge Financial Group, Inc. | 12,263 | $6.87M | 3.04% | −195−1.6% | Reduced |
| Public Sector Pension Investment Board | 12,408 | $6.95M | 0.05% | +32+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,846 | $7.06M | 0.02% | +1,919+17.6% | Added |
| Ossiam | 12,686 | $7.11M | 0.12% | −31,326−71.2% | Reduced |
| Fred Alger Management, LLC | 12,718 | $7.13M | 0.04% | −4,277−25.2% | Reduced |
| Mutual of America Capital Management LLC | 12,752 | $7.15M | 0.08% | +1,080+9.3% | Added |
| Middleton & Co Inc | 12,874 | $7.22M | 0.83% | +221+1.7% | Added |
| Bell Asset Management Ltd | 12,970 | $7.27M | 1.07% | −31−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 13,012 | $7.29M | 0.80% | +12,280+1,677.6% | Added |
| First Long Island Investors, LLC | 13,027 | $7.30M | 0.61% | +13,027 | New |
| Utah Retirement Systems | 13,274 | $7.44M | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,307 | $7.46M | 0.02% | +5,628+73.3% | Added |
| Silvant Capital Management LLC | 13,603 | $7.62M | 0.36% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,646 | $7.65M | 0.03% | −2,260−14.2% | Reduced |
| Aquatic Capital Management LLC | 13,680 | $7.67M | 0.25% | −5,120−27.2% | Reduced |
| Czech National Bank | 13,916 | $7.80M | 0.10% | +64+0.5% | Added |
| Capital Fund Management S.A. | 13,933 | $7.81M | 0.10% | +13,933 | New |
| Axxcess Wealth Management, LLC | 14,105 | $7.91M | 0.22% | +121+0.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,210 | $7.96M | 0.09% | +200+1.4% | Added |
| Strategic Global Advisors, LLC | 14,287 | $8.01M | 1.73% | +6,853+92.2% | Added |
| O'Shaughnessy Asset Management, LLC | 14,721 | $8.25M | 0.09% | +870+6.3% | Added |
| Motley Fool Wealth Management, LLC | 14,747 | $8.27M | 0.43% | −30.0% | Reduced |
| Jane Street Group, LLC | 15,359 | $8.61M | 0.01% | −9,971−39.4% | Reduced |
| The PNC Financial Services Group, Inc. | 15,374 | $8.62M | 0.01% | +1,069+7.5% | Added |
| Thematics Asset Management | 15,614 | $8.75M | 0.36% | −322−2.0% | Reduced |
| Connectus Wealth, LLC | 15,705 | $8.80M | 0.24% | +1,839+13.3% | Added |
| IFM Investors Pty Ltd | 15,775 | $8.84M | 0.10% | −192−1.2% | Reduced |
| Lazard Asset Management LLC | 15,959 | $8.94M | 0.01% | +813+5.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 15,995 | $8.96M | 0.20% | +1,067+7.1% | Added |
| Prudential PLC | 16,084 | $9.01M | 0.07% | −2,291−12.5% | Reduced |
| Pathstone Holdings, LLC | 16,088 | $9.02M | 0.04% | +6,081+60.8% | Added |
| USS Investment Management Ltd | 16,222 | $9.09M | 0.07% | +766+5.0% | Added |
| Mogy Joel R Investment Counsel Inc | 16,289 | $9.13M | 0.62% | +4,687+40.4% | Added |
| ProShare Advisors LLC | 16,447 | $9.22M | 0.02% | −1,046−6.0% | Reduced |
| Xponance, Inc. | 16,494 | $9.24M | 0.10% | +612+3.9% | Added |
| Mariner, LLC | 16,497 | $9.25M | 0.02% | −271−1.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,503 | $9.25M | 0.11% | −213−1.3% | Reduced |
| Progressive Investment Management Corp | 16,699 | $9.36M | 2.57% | −254−1.5% | Reduced |
| Amalgamated Bank | 16,702 | $9.36M | 0.08% | −2,869−14.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,363 | $9.73M | 0.07% | +43+0.2% | Added |
| Totem Point Management, LLC | 17,372 | $9.74M | 10.65% | +885+5.4% | Added |
| Marex Group plc | 17,445 | $9.78M | 0.32% | +17,445 | New |
| Retirement Systems of Alabama | 17,457 | $9.78M | 0.04% | +26+0.1% | Added |
| Motley Fool Asset Management LLC | 17,625 | $9.88M | 0.64% | −676−3.7% | Reduced |
| Avanda Investment Management Pte. Ltd. | 18,094 | $10.1M | 1.36% | −13,307−42.4% | Reduced |
| Vinva Investment Management Ltd | 18,097 | $10.1M | 0.58% | +11,544+176.2% | Added |
| First Horizon Advisors, Inc. | 18,099 | $10.1M | 0.31% | +624+3.6% | Added |
| Citadel Advisors LLC | 18,125 | $10.2M | 0.01% | −59,442−76.6% | Reduced |
| Texas Permanent School Fund | 18,216 | $10.2M | 0.08% | +172+1.0% | Added |
| Marsico Capital Management LLC | 18,264 | $10.2M | 0.34% | −3,641−16.6% | Reduced |
| Walter Public Investments Inc. | 18,281 | $10.2M | 2.00% | +139+0.8% | Added |
| Marks Group Wealth Management, Inc | 18,658 | $10.5M | 1.09% | +866+4.9% | Added |
| 2Xideas AG | 18,779 | $10.5M | 1.29% | −2,332−11.0% | Reduced |
| Stifel Financial Corp | 18,762 | $10.5M | 0.01% | −503−2.6% | Reduced |
| BNP Paribas | 18,845 | $10.6M | 0.49% | +18,845 | New |
| Credit Agricole S A | 20,899 | $10.6M | 0.18% | +5,562+36.3% | Added |
| Handelsbanken Fonder AB | 18,967 | $10.6M | 0.05% | +1,293+7.3% | Added |