Skip to main content

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.

Institutional holdersQ1 2024: 922 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ1 2024: $40.1B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2023.

Institutions holding MSCI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Central Trust Co3$1.68K0.00%+3New
HighMark Wealth Management LLC3$1.68K0.00%00.0%Unchanged
Aspect Partners, LLC3$1.68K0.00%00.0%Unchanged
Fairman Group, LLC3$1.68K0.00%00.0%Unchanged
Highline Wealth Partners LLC3$1.68K0.00%00.0%Unchanged
Bellevue Asset Management, LLC3$1.68K0.00%00.0%Unchanged
Hilltop National Bank3$1.68K0.00%+3New
Sachetta, LLC2$1.13K0.00%00.0%Unchanged
Core Alternative Capital2$1.12K0.00%−20−90.9%Reduced
Sound Income Strategies, LLC2$1.12K0.00%00.0%Unchanged
Archer Investment Corp2$1.12K0.00%00.0%Unchanged
TFC Financial Management2$1.12K0.00%+1+100.0%Added
GoalVest Advisory LLC2$1.12K0.00%+2New
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
First PREMIER Bank1$1.00K0.00%+1New
Continuum Advisory, LLC2$9650.00%+2New
Wolff Wiese Magana LLC1$5610.00%00.0%Unchanged
Gradient Investments LLC1$5600.00%−2−66.7%Reduced
Colonial Trust Advisors1$5600.00%00.0%Unchanged
ClariVest Asset Management LLC1$5570.00%00.0%Unchanged
Colonial Trust Co1$3950.00%00.0%Unchanged
Dogwood Wealth Management LLC0$50.00%0Unchanged
Twin Tree Management, LP0$00.00%−47,892−100.0%Sold out
Andra AP-fonden0$00.00%−16,900−100.0%Sold out
Polar Capital Holdings Plc0$00.00%−9,366−100.0%Sold out
Sustainable Insight Capital Management, LLC0$00.00%−4,266−100.0%Sold out
Mawer Investment Management Ltd.0$00.00%−4,106−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−3,882−100.0%Sold out
FORA Capital, LLC0$00.00%−3,587−100.0%Sold out
PDT Partners, LLC0$00.00%−3,002−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−2,968−100.0%Sold out
Paragon Advisors, LLC0$00.00%−2,472−100.0%Sold out
Aft, Forsyth & Sober, LLC0$00.00%−2,425−100.0%Sold out
B.O.S.S. Retirement Advisors, LLC0$00.00%−2,071−100.0%Sold out
Spears Abacus Advisors LLC0$00.00%−1,814−100.0%Sold out
Grayhawk Investment Strategies Inc.0$00.00%−1,695−100.0%Sold out
Capital International Ltd0$00.00%−1,627−100.0%Sold out
FJ Investments, LLC0$00.00%−1,451−100.0%Sold out
GTS Securities LLC0$00.00%−1,440−100.0%Sold out
Illinois Municipal Retirement Fund0$00.00%−1,360−100.0%Sold out
Lebenthal Global Advisors, LLC0$00.00%−1,180−100.0%Sold out
Cetera Advisors LLC0$00.00%−960−100.0%Sold out
Silver Oak Securities, Inc0$00.00%−838−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−782−100.0%Sold out
National Wealth Management Group, LLC0$00.00%−780−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−714−100.0%Sold out
Systematic Portfolios LLC0$00.00%−633−100.0%Sold out
XTX Topco Ltd0$00.00%−502−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−472−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−416−100.0%Sold out
nVerses Capital, LLC0$00.00%–Sold out
Wrapmanager Inc0$00.00%−394−100.0%Sold out
Waldron Private Wealth LLC0$00.00%−390−100.0%Sold out
Wealth Alliance0$00.00%−385−100.0%Sold out
CX Institutional0$00.00%−375−100.0%Sold out
New Century Financial Group, LLC0$00.00%−369−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−354−100.0%Sold out
Axiom Investors LLC0$00.00%−265−100.0%Sold out
Stonehage Fleming Financial Services Holdings Ltd0$00.00%−165−100.0%Sold out
Arlington Partners LLC0$00.00%−143−100.0%Sold out
Glassman Wealth Services0$00.00%−135−100.0%Sold out
Systematic Alpha Investments, LLC0$00.00%−135−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−100−100.0%Sold out
ORG Partners LLC0$00.00%−55−100.0%Sold out
Cambridge Trust Co0$00.00%−37−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−28−100.0%Sold out
LM Advisors LLC0$00.00%−21−100.0%Sold out
Long Island Wealth Management, Inc.0$00.00%−12−100.0%Sold out
West Paces Advisors Inc.0$00.00%−12−100.0%Sold out
West Tower Group, LLC0$00.00%−10−100.0%Sold out
Chilton Capital Management LLC0$00.00%−7−100.0%Sold out
RFP Financial Group LLC0$00.00%−6−100.0%Sold out
Lee Financial Co0$00.00%−5−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−5−100.0%Sold out
Country Trust Bank0$00.00%−4−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−4−100.0%Sold out
Bangor Savings Bank0$00.00%−2−100.0%Sold out
Pineridge Advisors LLC0$00.00%−2−100.0%Sold out
Provenance Wealth Advisors, LLC0$00.00%−2−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−1−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−1−100.0%Sold out
Putnam Investments LLC––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Bridgecreek Investment Management, LLC––––Not filed
Ardevora Asset Management LLP––––Not filed
Spouting Rock Asset Management, LLC––––Not filed
Alamar Capital Management, LLC––––Not filed
Sawtooth Solutions, LLC––––Not filed
HWG Holdings LP––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Hobbs Group Advisors, LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed