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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 19,100 | $10.7M | 0.02% | +6,171+47.7% | Added |
| Empower Advisory Group, LLC | 19,261 | $10.8M | 0.04% | −685−3.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 19,396 | $10.9M | 0.04% | +19,383+149,100.0% | Added |
| Commerce Bank | 19,405 | $10.9M | 0.07% | +936+5.1% | Added |
| Fayez Sarofim & Co | 19,548 | $11.0M | 0.03% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 19,700 | $11.0M | 0.48% | −2,000−9.2% | Reduced |
| United Capital Financial Advisers, LLC | 19,941 | $11.2M | 0.09% | +111+0.6% | Added |
| Laurion Capital Management LP | 19,972 | $11.2M | 0.31% | +19,972 | New |
| Norinchukin Bank, The | 19,975 | $11.2M | 0.34% | −112−0.6% | Reduced |
| RBF Capital, LLC | 20,000 | $11.2M | 0.63% | 00.0% | Unchanged |
| MetLife Investment Management | 20,063 | $11.2M | 0.08% | −675−3.3% | Reduced |
| CIBC World Markets Corp | 20,131 | $11.3M | 0.07% | +1,788+9.7% | Added |
| TCW Group Inc | 20,280 | $11.4M | 0.12% | +106+0.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,362 | $11.4M | 0.13% | +1,438+7.6% | Added |
| Vancity Investment Management Ltd | 20,641 | $11.6M | 1.38% | +7,755+60.2% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $12.1M | 1.59% | 00.0% | Unchanged |
| Spence Asset Management | 21,869 | $12.2M | 3.10% | +21,869 | New |
| American International Group, Inc. | 22,444 | $12.6M | 0.05% | −203−0.9% | Reduced |
| Arizona State Retirement System | 22,696 | $12.7M | 0.09% | +444+2.0% | Added |
| Stony Point Capital LLC | 22,734 | $12.7M | 4.18% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 23,366 | $13.1M | 0.06% | +375+1.6% | Added |
| Engineers Gate Manager LP | 23,986 | $13.4M | 0.35% | +19,631+450.8% | Added |
| Susquehanna International Group, LLP | 24,119 | $13.5M | 0.02% | −1,620−6.3% | Reduced |
| Forsta Ap-Fonden | 24,200 | $13.6M | 0.11% | +1,800+8.0% | Added |
| Comerica Bank | 24,206 | $13.6M | 0.06% | +923+4.0% | Added |
| Truist Financial Corp | 25,512 | $14.3M | 0.02% | +328+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,749 | $14.4M | 0.05% | −639−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 25,915 | $14.5M | 0.09% | +66+0.3% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 26,214 | $14.7M | 0.94% | +26,214 | New |
| Gabelli Funds LLC | 26,240 | $14.7M | 0.11% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 26,438 | $14.8M | 0.66% | +26,438 | New |
| Quadrature Capital Ltd | 26,818 | $15.0M | 0.26% | +26,818 | New |
| Teacher Retirement System of Texas | 27,168 | $15.2M | 0.10% | +13,588+100.1% | Added |
| Bank of Nova Scotia | 27,504 | $15.4M | 0.03% | −16,713−37.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 27,693 | $15.5M | 0.09% | +27,693 | New |
| Rafferty Asset Management, LLC | 28,421 | $15.9M | 0.06% | −352−1.2% | Reduced |
| Texas Yale Capital Corp. | 28,431 | $15.9M | 0.71% | +200+0.7% | Added |
| Royal London Asset Management Ltd | 28,580 | $16.0M | 0.04% | −672−2.3% | Reduced |
| State of Tennessee, Treasury Department | 28,611 | $16.0M | 0.06% | −8,942−23.8% | Reduced |
| London & Capital Asset Management Ltd | 28,744 | $16.1M | 1.23% | +2,106+7.9% | Added |
| TCG Advisory Services, LLC | 28,949 | $16.2M | 0.90% | −54−0.2% | Reduced |
| Castleark Management LLC | 29,169 | $16.3M | 0.68% | −390−1.3% | Reduced |
| Azimuth Capital Investment Management LLC | 29,513 | $16.5M | 0.68% | +13,988+90.1% | Added |
| Pittenger & Anderson Inc | 29,640 | $16.6M | 0.67% | +43+0.1% | Added |
| Point72 Hong Kong Ltd | 29,713 | $16.7M | 0.84% | +28,141+1,790.1% | Added |
| Boston Financial Mangement LLC | 29,904 | $16.8M | 0.53% | +25,667+605.8% | Added |
| Brinker Capital Investments, LLC | 30,344 | $17.0M | 0.18% | −798−2.6% | Reduced |
| Orion Portfolio Solutions, LLC | 30,344 | $17.0M | 0.18% | −798−2.6% | Reduced |
| Montanaro Asset Management Ltd | 30,375 | $17.0M | 3.07% | −500−1.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,456 | $17.1M | 0.05% | +23,097+313.9% | Added |
| Copeland Capital Management, LLC | 30,960 | $17.4M | 0.32% | +7,930+34.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,883 | $17.5M | 0.17% | −590−1.7% | Reduced |
| Holocene Advisors, LP | 31,588 | $17.7M | 0.07% | +31,588 | New |
| Vontobel Holding Ltd. | 33,319 | $18.7M | 0.15% | +2,582+8.4% | Added |
| Quantum Capital Management, LLC | 33,338 | $18.7M | 2.03% | +2,514+8.2% | Added |
| TD Asset Management Inc | 33,500 | $18.8M | 0.02% | −747−2.2% | Reduced |
| National Bank of Canada | 39,584 | $19.2M | 0.03% | −16,282−29.1% | Reduced |
| Treasurer of the State of North Carolina | 34,314 | $19.2M | 0.08% | −841−2.4% | Reduced |
| Public Employees Retirement System of Ohio | 35,817 | $20.1M | 0.08% | −3,769−9.5% | Reduced |
| Capital International Inc | 35,997 | $20.2M | 0.27% | −1,861−4.9% | Reduced |
| Asset Management One Co.,Ltd. | 36,610 | $20.5M | 0.08% | −3,116−7.8% | Reduced |
| Macquarie Group Ltd | 38,609 | $21.6M | 0.02% | +3,387+9.6% | Added |
| Dock Street Asset Management Inc | 40,377 | $22.6M | 3.38% | −1,770−4.2% | Reduced |
| Moran Wealth Management, LLC | 40,774 | $22.9M | 0.74% | +421+1.0% | Added |
| Trillium Asset Management, LLC | 40,897 | $22.9M | 0.58% | +196+0.5% | Added |
| Renaissance Technologies LLC | 42,721 | $23.9M | 0.04% | +42,721 | New |
| Ensign Peak Advisors, Inc | 43,347 | $24.3M | 0.04% | +810+1.9% | Added |
| Great West Life Assurance Co | 43,550 | $24.4M | 0.05% | −19,597−31.0% | Reduced |
| Toronto Dominion Bank | 44,620 | $25.0M | 0.04% | +756+1.7% | Added |
| State of New Jersey Common Pension Fund D | 45,639 | $25.6M | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 46,467 | $26.0M | 0.03% | +5,508+13.4% | Added |
| SG Americas Securities, LLC | 47,126 | $26.4M | 0.13% | +23,486+99.3% | Added |
| Danske Bank A/S | 48,388 | $27.1M | 0.09% | +48,388 | New |
| Allspring Global Investments Holdings, LLC | 48,601 | $27.2M | 0.04% | +3,465+7.7% | Added |
| Natixis Advisors, L.P. | 48,821 | $27.4M | 0.06% | +1,940+4.1% | Added |
| Citigroup Inc | 49,070 | $27.5M | 0.03% | −2,860−5.5% | Reduced |
| State of Wisconsin Investment Board | 49,890 | $28.0M | 0.07% | +7,883+18.8% | Added |
| Tokio Marine Asset Management Co Ltd | 50,233 | $28.2M | 1.42% | +2,321+4.8% | Added |
| Pictet Asset Management Holding SA | 50,898 | $28.5M | 0.03% | −40,524−44.3% | Reduced |
| Manufacturers Life Insurance Company, The | 50,901 | $28.5M | 0.03% | −8,197−13.9% | Reduced |
| Gateway Investment Advisers LLC | 51,717 | $29.0M | 0.33% | +110+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 54,279 | $30.4M | 0.39% | +88+0.2% | Added |
| Cubist Systematic Strategies, LLC | 58,552 | $32.8M | 0.37% | +54,433+1,321.5% | Added |
| LPL Financial LLC | 60,639 | $34.0M | 0.02% | +2,018+3.4% | Added |
| CIBC Private Wealth Group, LLC | 62,384 | $34.6M | 0.07% | −26,368−29.7% | Reduced |
| Raymond James & Associates | 62,470 | $35.0M | 0.02% | −1,124−1.8% | Reduced |
| Squarepoint Ops LLC | 63,638 | $35.7M | 0.15% | +52,456+469.1% | Added |
| DekaBank Deutsche Girozentrale | 64,627 | $35.8M | 0.07% | −8,497−11.6% | Reduced |
| Kornitzer Capital Management Inc | 63,951 | $35.8M | 0.66% | −125−0.2% | Reduced |
| Worldquant Millennium Advisors LLC | 64,058 | $35.9M | 0.44% | −9,164−12.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 64,847 | $36.3M | 0.18% | +19,147+41.9% | Added |
| CIBC Asset Management Inc | 65,286 | $36.6M | 0.13% | −655−1.0% | Reduced |
| CI Private Wealth, LLC | 65,357 | $36.6M | 0.07% | +11,440+21.2% | Added |
| Formuepleje A/S | 67,070 | $37.6M | 2.12% | +1,851+2.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 68,237 | $38.1M | 0.09% | −3,529−4.9% | Reduced |
| Korea Investment CORP | 68,130 | $38.2M | 0.10% | −11,006−13.9% | Reduced |
| Tudor Investment Corp Et Al | 69,125 | $38.7M | 0.47% | +32,817+90.4% | Added |
| Adage Capital Partners GP, L.L.C. | 71,100 | $39.8M | 0.08% | −5,700−7.4% | Reduced |
| New York State Common Retirement Fund | 71,561 | $40.1M | 0.05% | −9,537−11.8% | Reduced |
| STRS Ohio | 72,800 | $40.8M | 0.16% | 00.0% | Unchanged |