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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 23,986 | $13.4M | 0.35% | +19,631+450.8% | Added |
| Jacobs Levy Equity Management, Inc | 23,366 | $13.1M | 0.06% | +375+1.6% | Added |
| Stony Point Capital LLC | 22,734 | $12.7M | 4.18% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,696 | $12.7M | 0.09% | +444+2.0% | Added |
| American International Group, Inc. | 22,444 | $12.6M | 0.05% | −203−0.9% | Reduced |
| Spence Asset Management | 21,869 | $12.2M | 3.10% | +21,869 | New |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $12.1M | 1.59% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 20,641 | $11.6M | 1.38% | +7,755+60.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 20,362 | $11.4M | 0.13% | +1,438+7.6% | Added |
| TCW Group Inc | 20,280 | $11.4M | 0.12% | +106+0.5% | Added |
| CIBC World Markets Corp | 20,131 | $11.3M | 0.07% | +1,788+9.7% | Added |
| MetLife Investment Management | 20,063 | $11.2M | 0.08% | −675−3.3% | Reduced |
| RBF Capital, LLC | 20,000 | $11.2M | 0.63% | 00.0% | Unchanged |
| Norinchukin Bank, The | 19,975 | $11.2M | 0.34% | −112−0.6% | Reduced |
| Laurion Capital Management LP | 19,972 | $11.2M | 0.31% | +19,972 | New |
| United Capital Financial Advisers, LLC | 19,941 | $11.2M | 0.09% | +111+0.6% | Added |
| La Financiere de L'Echiquier | 19,700 | $11.0M | 0.48% | −2,000−9.2% | Reduced |
| Fayez Sarofim & Co | 19,548 | $11.0M | 0.03% | 00.0% | Unchanged |
| Commerce Bank | 19,405 | $10.9M | 0.07% | +936+5.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 19,396 | $10.9M | 0.04% | +19,383+149,100.0% | Added |
| Empower Advisory Group, LLC | 19,261 | $10.8M | 0.04% | −685−3.4% | Reduced |
| AQR Capital Management LLC | 19,100 | $10.7M | 0.02% | +6,171+47.7% | Added |
| Handelsbanken Fonder AB | 18,967 | $10.6M | 0.05% | +1,293+7.3% | Added |
| Credit Agricole S A | 20,899 | $10.6M | 0.18% | +5,562+36.3% | Added |
| BNP Paribas | 18,845 | $10.6M | 0.49% | +18,845 | New |
| Stifel Financial Corp | 18,762 | $10.5M | 0.01% | −503−2.6% | Reduced |
| 2Xideas AG | 18,779 | $10.5M | 1.29% | −2,332−11.0% | Reduced |
| Marks Group Wealth Management, Inc | 18,658 | $10.5M | 1.09% | +866+4.9% | Added |
| Walter Public Investments Inc. | 18,281 | $10.2M | 2.00% | +139+0.8% | Added |
| Marsico Capital Management LLC | 18,264 | $10.2M | 0.34% | −3,641−16.6% | Reduced |
| Texas Permanent School Fund | 18,216 | $10.2M | 0.08% | +172+1.0% | Added |
| Citadel Advisors LLC | 18,125 | $10.2M | 0.01% | −59,442−76.6% | Reduced |
| First Horizon Advisors, Inc. | 18,099 | $10.1M | 0.31% | +624+3.6% | Added |
| Vinva Investment Management Ltd | 18,097 | $10.1M | 0.58% | +11,544+176.2% | Added |
| Avanda Investment Management Pte. Ltd. | 18,094 | $10.1M | 1.36% | −13,307−42.4% | Reduced |
| Motley Fool Asset Management LLC | 17,625 | $9.88M | 0.64% | −676−3.7% | Reduced |
| Retirement Systems of Alabama | 17,457 | $9.78M | 0.04% | +26+0.1% | Added |
| Marex Group plc | 17,445 | $9.78M | 0.32% | +17,445 | New |
| Totem Point Management, LLC | 17,372 | $9.74M | 10.65% | +885+5.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,363 | $9.73M | 0.07% | +43+0.2% | Added |
| Amalgamated Bank | 16,702 | $9.36M | 0.08% | −2,869−14.7% | Reduced |
| Progressive Investment Management Corp | 16,699 | $9.36M | 2.57% | −254−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,503 | $9.25M | 0.11% | −213−1.3% | Reduced |
| Mariner, LLC | 16,497 | $9.25M | 0.02% | −271−1.6% | Reduced |
| Xponance, Inc. | 16,494 | $9.24M | 0.10% | +612+3.9% | Added |
| ProShare Advisors LLC | 16,447 | $9.22M | 0.02% | −1,046−6.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 16,289 | $9.13M | 0.62% | +4,687+40.4% | Added |
| USS Investment Management Ltd | 16,222 | $9.09M | 0.07% | +766+5.0% | Added |
| Pathstone Holdings, LLC | 16,088 | $9.02M | 0.04% | +6,081+60.8% | Added |
| Prudential PLC | 16,084 | $9.01M | 0.07% | −2,291−12.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 15,995 | $8.96M | 0.20% | +1,067+7.1% | Added |
| Lazard Asset Management LLC | 15,959 | $8.94M | 0.01% | +813+5.4% | Added |
| IFM Investors Pty Ltd | 15,775 | $8.84M | 0.10% | −192−1.2% | Reduced |
| Connectus Wealth, LLC | 15,705 | $8.80M | 0.24% | +1,839+13.3% | Added |
| Thematics Asset Management | 15,614 | $8.75M | 0.36% | −322−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 15,374 | $8.62M | 0.01% | +1,069+7.5% | Added |
| Jane Street Group, LLC | 15,359 | $8.61M | 0.01% | −9,971−39.4% | Reduced |
| Motley Fool Wealth Management, LLC | 14,747 | $8.27M | 0.43% | −30.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,721 | $8.25M | 0.09% | +870+6.3% | Added |
| Strategic Global Advisors, LLC | 14,287 | $8.01M | 1.73% | +6,853+92.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,210 | $7.96M | 0.09% | +200+1.4% | Added |
| Axxcess Wealth Management, LLC | 14,105 | $7.91M | 0.22% | +121+0.9% | Added |
| Capital Fund Management S.A. | 13,933 | $7.81M | 0.10% | +13,933 | New |
| Czech National Bank | 13,916 | $7.80M | 0.10% | +64+0.5% | Added |
| Aquatic Capital Management LLC | 13,680 | $7.67M | 0.25% | −5,120−27.2% | Reduced |
| MML Investors Services, LLC | 13,646 | $7.65M | 0.03% | −2,260−14.2% | Reduced |
| Silvant Capital Management LLC | 13,603 | $7.62M | 0.36% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,307 | $7.46M | 0.02% | +5,628+73.3% | Added |
| Utah Retirement Systems | 13,274 | $7.44M | 0.09% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 13,027 | $7.30M | 0.61% | +13,027 | New |
| Texas Capital Bank Wealth Management Services Inc | 13,012 | $7.29M | 0.80% | +12,280+1,677.6% | Added |
| Bell Asset Management Ltd | 12,970 | $7.27M | 1.07% | −31−0.2% | Reduced |
| Middleton & Co Inc | 12,874 | $7.22M | 0.83% | +221+1.7% | Added |
| Mutual of America Capital Management LLC | 12,752 | $7.15M | 0.08% | +1,080+9.3% | Added |
| Fred Alger Management, LLC | 12,718 | $7.13M | 0.04% | −4,277−25.2% | Reduced |
| Ossiam | 12,686 | $7.11M | 0.12% | −31,326−71.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,846 | $7.06M | 0.02% | +1,919+17.6% | Added |
| Public Sector Pension Investment Board | 12,408 | $6.95M | 0.05% | +32+0.3% | Added |
| Cambridge Financial Group, Inc. | 12,263 | $6.87M | 3.04% | −195−1.6% | Reduced |
| Modera Wealth Management, LLC | 12,008 | $6.73M | 0.10% | +13+0.1% | Added |
| New York Life Investment Management LLC | 11,898 | $6.67M | 0.07% | −415−3.4% | Reduced |
| AMG National Trust Bank | 11,845 | $6.64M | 0.19% | 00.0% | Unchanged |
| Transform Wealth, LLC | 11,823 | $6.63M | 0.63% | −1,464−11.0% | Reduced |
| Chiron Investment Management, LLC | 11,783 | $6.60M | 2.86% | +11,783 | New |
| DnB Asset Management AS | 11,699 | $6.56M | 0.03% | −4,408−27.4% | Reduced |
| Evoke Wealth, LLC | 11,519 | $6.46M | 0.19% | +11,519 | New |
| M&T Bank Corp | 11,515 | $6.45M | 0.02% | −13,621−54.2% | Reduced |
| First Trust Advisors LP | 11,318 | $6.34M | 0.01% | +5,034+80.1% | Added |
| State of Alaska, Department of Revenue | 10,955 | $6.14M | 0.07% | +35+0.3% | Added |
| Cresset Asset Management, LLC | 10,855 | $6.08M | 0.03% | +2,456+29.2% | Added |
| Daiwa Securities Group Inc. | 10,838 | $6.07M | 0.03% | +1,594+17.2% | Added |
| Logan Capital Management Inc | 10,768 | $6.03M | 0.26% | +9+0.1% | Added |
| Commonwealth Equity Services, LLC | 10,574 | $5.93M | 0.01% | +76+0.7% | Added |
| K.J. Harrison & Partners Inc | 10,416 | $5.84M | 0.90% | −20−0.2% | Reduced |
| KBC Group NV | 10,292 | $5.77M | 0.02% | −73,857−87.8% | Reduced |
| Fernwood Investment Management, LLC | 10,284 | $5.76M | 1.68% | +127+1.3% | Added |
| Cary Street Partner Investment Advisory LLC | 10,174 | $5.70M | 0.24% | +196+2.0% | Added |
| Baldwin Brothers Inc | 10,039 | $5.63M | 0.42% | −522−4.9% | Reduced |
| ING Groep NV | 9,973 | $5.59M | 0.04% | −4,893−32.9% | Reduced |
| Quantbot Technologies LP | 9,949 | $5.58M | 0.31% | +9,949 | New |