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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 112,744 | $63.2M | 0.12% | +4,664+4.3% | Added |
| Aviva PLC | 109,908 | $61.6M | 0.20% | +6,227+6.0% | Added |
| Robeco Institutional Asset Management B.V. | 107,264 | $60.1M | 0.13% | −7,591−6.6% | Reduced |
| Degroof Petercam Asset Management | 106,072 | $59.4M | 0.71% | −11,170−9.5% | Reduced |
| Bank of Montreal | 105,090 | $58.7M | 0.03% | +1,612+1.6% | Added |
| Capital Group Private Client Services, Inc. | 103,952 | $58.3M | 0.59% | −3,050−2.9% | Reduced |
| Thrivent Financial for Lutherans | 100,972 | $56.6M | 0.11% | +23,647+30.6% | Added |
| Assenagon Asset Management S.A. | 100,659 | $56.4M | 0.15% | −43,083−30.0% | Reduced |
| Wells Fargo & Company | 94,107 | $52.7M | 0.01% | −5,847−5.8% | Reduced |
| NFJ Investment Group, LLC | 93,095 | $52.2M | 1.42% | −2,443−2.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 92,616 | $51.9M | 0.46% | +18,080+24.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 91,363 | $51.2M | 0.07% | +15,094+19.8% | Added |
| Ycg, LLC | 88,611 | $49.4M | 3.93% | −683−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 88,097 | $49.3M | 0.12% | +7,718+9.6% | Added |
| Frontier Capital Management Co LLC | 86,735 | $48.6M | 0.45% | −7,188−7.7% | Reduced |
| Loomis Sayles & Co L P | 84,071 | $47.1M | 0.07% | −3,661−4.2% | Reduced |
| New York State Teachers Retirement System | 83,110 | $46.6M | 0.10% | −1,197−1.4% | Reduced |
| Canada Pension Plan Investment Board | 79,703 | $44.7M | 0.05% | +32,336+68.3% | Added |
| Twinbeech Capital LP | 79,579 | $44.6M | 0.92% | +70,297+757.3% | Added |
| Eventide Asset Management, LLC | 79,209 | $44.4M | 0.70% | +50,185+172.9% | Added |
| C WorldWide Group Holding A/S | 74,210 | $41.6M | 0.47% | +49,064+195.1% | Added |
| NS Partners Ltd | 73,444 | $41.2M | 1.90% | −2,314−3.1% | Reduced |
| STRS Ohio | 72,800 | $40.8M | 0.16% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 71,561 | $40.1M | 0.05% | −9,537−11.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 71,100 | $39.8M | 0.08% | −5,700−7.4% | Reduced |
| Tudor Investment Corp Et Al | 69,125 | $38.7M | 0.47% | +32,817+90.4% | Added |
| Korea Investment CORP | 68,130 | $38.2M | 0.10% | −11,006−13.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 68,237 | $38.1M | 0.09% | −3,529−4.9% | Reduced |
| Formuepleje A/S | 67,070 | $37.6M | 2.12% | +1,851+2.8% | Added |
| CI Private Wealth, LLC | 65,357 | $36.6M | 0.07% | +11,440+21.2% | Added |
| CIBC Asset Management Inc | 65,286 | $36.6M | 0.13% | −655−1.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 64,847 | $36.3M | 0.18% | +19,147+41.9% | Added |
| Worldquant Millennium Advisors LLC | 64,058 | $35.9M | 0.44% | −9,164−12.5% | Reduced |
| Kornitzer Capital Management Inc | 63,951 | $35.8M | 0.66% | −125−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 64,627 | $35.8M | 0.07% | −8,497−11.6% | Reduced |
| Squarepoint Ops LLC | 63,638 | $35.7M | 0.15% | +52,456+469.1% | Added |
| Raymond James & Associates | 62,470 | $35.0M | 0.02% | −1,124−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 62,384 | $34.6M | 0.07% | −26,368−29.7% | Reduced |
| LPL Financial LLC | 60,639 | $34.0M | 0.02% | +2,018+3.4% | Added |
| Cubist Systematic Strategies, LLC | 58,552 | $32.8M | 0.37% | +54,433+1,321.5% | Added |
| Williams Jones Wealth Management, LLC. | 54,279 | $30.4M | 0.39% | +88+0.2% | Added |
| Gateway Investment Advisers LLC | 51,717 | $29.0M | 0.33% | +110+0.2% | Added |
| Manufacturers Life Insurance Company, The | 50,901 | $28.5M | 0.03% | −8,197−13.9% | Reduced |
| Pictet Asset Management Holding SA | 50,898 | $28.5M | 0.03% | −40,524−44.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 50,233 | $28.2M | 1.42% | +2,321+4.8% | Added |
| State of Wisconsin Investment Board | 49,890 | $28.0M | 0.07% | +7,883+18.8% | Added |
| Citigroup Inc | 49,070 | $27.5M | 0.03% | −2,860−5.5% | Reduced |
| Natixis Advisors, L.P. | 48,821 | $27.4M | 0.06% | +1,940+4.1% | Added |
| Allspring Global Investments Holdings, LLC | 48,601 | $27.2M | 0.04% | +3,465+7.7% | Added |
| Danske Bank A/S | 48,388 | $27.1M | 0.09% | +48,388 | New |
| SG Americas Securities, LLC | 47,126 | $26.4M | 0.13% | +23,486+99.3% | Added |
| Voya Investment Management LLC | 46,467 | $26.0M | 0.03% | +5,508+13.4% | Added |
| State of New Jersey Common Pension Fund D | 45,639 | $25.6M | 0.08% | 00.0% | Unchanged |
| Toronto Dominion Bank | 44,620 | $25.0M | 0.04% | +756+1.7% | Added |
| Great West Life Assurance Co | 43,550 | $24.4M | 0.05% | −19,597−31.0% | Reduced |
| Ensign Peak Advisors, Inc | 43,347 | $24.3M | 0.04% | +810+1.9% | Added |
| Renaissance Technologies LLC | 42,721 | $23.9M | 0.04% | +42,721 | New |
| Trillium Asset Management, LLC | 40,897 | $22.9M | 0.58% | +196+0.5% | Added |
| Moran Wealth Management, LLC | 40,774 | $22.9M | 0.74% | +421+1.0% | Added |
| Dock Street Asset Management Inc | 40,377 | $22.6M | 3.38% | −1,770−4.2% | Reduced |
| Macquarie Group Ltd | 38,609 | $21.6M | 0.02% | +3,387+9.6% | Added |
| Asset Management One Co.,Ltd. | 36,610 | $20.5M | 0.08% | −3,116−7.8% | Reduced |
| Capital International Inc | 35,997 | $20.2M | 0.27% | −1,861−4.9% | Reduced |
| Public Employees Retirement System of Ohio | 35,817 | $20.1M | 0.08% | −3,769−9.5% | Reduced |
| Treasurer of the State of North Carolina | 34,314 | $19.2M | 0.08% | −841−2.4% | Reduced |
| National Bank of Canada | 39,584 | $19.2M | 0.03% | −16,282−29.1% | Reduced |
| TD Asset Management Inc | 33,500 | $18.8M | 0.02% | −747−2.2% | Reduced |
| Quantum Capital Management, LLC | 33,338 | $18.7M | 2.03% | +2,514+8.2% | Added |
| Vontobel Holding Ltd. | 33,319 | $18.7M | 0.15% | +2,582+8.4% | Added |
| Holocene Advisors, LP | 31,588 | $17.7M | 0.07% | +31,588 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,883 | $17.5M | 0.17% | −590−1.7% | Reduced |
| Copeland Capital Management, LLC | 30,960 | $17.4M | 0.32% | +7,930+34.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,456 | $17.1M | 0.05% | +23,097+313.9% | Added |
| Montanaro Asset Management Ltd | 30,375 | $17.0M | 3.07% | −500−1.6% | Reduced |
| 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 |
| Boston Financial Mangement LLC | 29,904 | $16.8M | 0.53% | +25,667+605.8% | Added |
| Point72 Hong Kong Ltd | 29,713 | $16.7M | 0.84% | +28,141+1,790.1% | Added |
| Pittenger & Anderson Inc | 29,640 | $16.6M | 0.67% | +43+0.1% | Added |
| Azimuth Capital Investment Management LLC | 29,513 | $16.5M | 0.68% | +13,988+90.1% | Added |
| Castleark Management LLC | 29,169 | $16.3M | 0.68% | −390−1.3% | Reduced |
| TCG Advisory Services, LLC | 28,949 | $16.2M | 0.90% | −54−0.2% | Reduced |
| London & Capital Asset Management Ltd | 28,744 | $16.1M | 1.23% | +2,106+7.9% | Added |
| State of Tennessee, Treasury Department | 28,611 | $16.0M | 0.06% | −8,942−23.8% | Reduced |
| Royal London Asset Management Ltd | 28,580 | $16.0M | 0.04% | −672−2.3% | Reduced |
| Texas Yale Capital Corp. | 28,431 | $15.9M | 0.71% | +200+0.7% | Added |
| Rafferty Asset Management, LLC | 28,421 | $15.9M | 0.06% | −352−1.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 27,693 | $15.5M | 0.09% | +27,693 | New |
| Bank of Nova Scotia | 27,504 | $15.4M | 0.03% | −16,713−37.8% | Reduced |
| Teacher Retirement System of Texas | 27,168 | $15.2M | 0.10% | +13,588+100.1% | Added |
| Quadrature Capital Ltd | 26,818 | $15.0M | 0.26% | +26,818 | New |
| 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 |
| Gabelli Funds LLC | 26,240 | $14.7M | 0.11% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 26,214 | $14.7M | 0.94% | +26,214 | New |
| Nisa Investment Advisors, LLC | 25,915 | $14.5M | 0.09% | +66+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,749 | $14.4M | 0.05% | −639−2.4% | Reduced |
| Truist Financial Corp | 25,512 | $14.3M | 0.02% | +328+1.3% | Added |
| Comerica Bank | 24,206 | $13.6M | 0.06% | +923+4.0% | Added |
| Forsta Ap-Fonden | 24,200 | $13.6M | 0.11% | +1,800+8.0% | Added |
| Susquehanna International Group, LLP | 24,119 | $13.5M | 0.02% | −1,620−6.3% | Reduced |