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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 9,948 | $5.58M | 0.06% | −182−1.8% | Reduced |
| Janus Henderson Group PLC | 9,848 | $5.52M | 0.00% | −799−7.5% | Reduced |
| Bayesian Capital Management, LP | 9,713 | $5.44M | 0.52% | +9,713 | New |
| LGT Group Foundation | 9,698 | $5.44M | 0.13% | +9,698 | New |
| Pinebridge Investments, L.P. | 9,665 | $5.41M | 0.04% | −22,627−70.1% | Reduced |
| Nissay Asset Management Corp | 9,625 | $5.39M | 0.04% | +107+1.1% | Added |
| British Columbia Investment Management Corp | 9,443 | $5.29M | 0.04% | +338+3.7% | Added |
| Vident Advisory, LLC | 9,353 | $5.24M | 0.11% | −977−9.5% | Reduced |
| Advisors Capital Management, LLC | 9,351 | $5.24M | 0.10% | +342+3.8% | Added |
| CWM Advisors, LLC | 9,321 | $5.22M | 0.53% | +1,331+16.7% | Added |
| Cetera Investment Advisers | 9,083 | $5.09M | 0.01% | +5,754+172.8% | Added |
| Empire Life Investments Inc. | 8,986 | $5.04M | 0.31% | −192−2.1% | Reduced |
| Northwest & Ethical Investments L.P. | 8,798 | $4.93M | 0.14% | −190−2.1% | Reduced |
| Donaldson Capital Management, LLC | 8,659 | $4.85M | 0.20% | +405+4.9% | Added |
| Mackenzie Financial Corp | 8,203 | $4.60M | 0.01% | −741−8.3% | Reduced |
| Natixis | 8,028 | $4.50M | 0.03% | +1,567+24.3% | Added |
| Campbell & CO Investment Adviser LLC | 7,952 | $4.46M | 0.38% | −296−3.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,902 | $4.43M | 0.43% | +67+0.9% | Added |
| Atria Investments LLC | 7,890 | $4.42M | 0.06% | +228+3.0% | Added |
| Clear Harbor Asset Management, LLC | 7,873 | $4.41M | 0.39% | −40−0.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,851 | $4.40M | 0.01% | −1,030−11.6% | Reduced |
| Shelton Capital Management | 7,568 | $4.24M | 0.12% | +3,300+77.3% | Added |
| Financial Counselors Inc | 7,454 | $4.18M | 0.07% | +221+3.1% | Added |
| Level Four Advisory Services, LLC | 7,362 | $4.16M | 0.23% | +573+8.4% | Added |
| Redwood Investments, LLC | 8,561 | $4.15M | 1.22% | +7,711+907.2% | Added |
| CIBC World Markets Inc. | 7,375 | $4.13M | 0.01% | +4,362+144.8% | Added |
| Duality Advisers, LP | 7,357 | $4.12M | 0.41% | +675+10.1% | Added |
| Walleye Capital LLC | 7,316 | $4.10M | 0.04% | +7,316 | New |
| Creative Planning | 7,280 | $4.08M | 0.00% | +471+6.9% | Added |
| Jump Financial, LLC | 7,245 | $4.06M | 0.11% | −939−11.5% | Reduced |
| Fifth Third Bancorp | 7,225 | $4.05M | 0.02% | −232−3.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,157 | $4.01M | 0.85% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,147 | $4.01M | 0.01% | −17,000−70.4% | Reduced |
| PGGM Investments | 7,125 | $3.99M | 0.06% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 7,086 | $3.97M | 0.00% | +32+0.5% | Added |
| Abn Amro Investment Solutions | 7,017 | $3.93M | 0.07% | −56−0.8% | Reduced |
| Solidarilty Wealth, LLC | 6,900 | $3.87M | 1.21% | +2,200+46.8% | Added |
| Oregon Public Employees Retirement Fund | 6,792 | $3.81M | 0.08% | +609+9.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,786 | $3.80M | 0.01% | +168+2.5% | Added |
| Ethic Inc. | 6,753 | $3.78M | 0.10% | +1,116+19.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 6,746 | $3.78M | 0.74% | +6,746 | New |
| Candriam Luxembourg S.C.A. | 6,692 | $3.75M | 0.02% | +568+9.3% | Added |
| Gulf International Bank (UK) Ltd | 6,607 | $3.70M | 0.09% | +41+0.6% | Added |
| Teachers Retirement System of the State of Kentucky | 6,497 | $3.64M | 0.03% | −333−4.9% | Reduced |
| Eisler Capital (UK) Ltd. | 6,479 | $3.63M | 0.45% | +6,041+1,379.2% | Added |
| Wealthfront Advisers LLC | 6,184 | $3.47M | 0.01% | −290−4.5% | Reduced |
| Jensen Investment Management Inc | 6,130 | $3.44M | 0.03% | +6,130 | New |
| Teza Capital Management LLC | 6,115 | $3.43M | 0.46% | +4,746+346.7% | Added |
| Cornerstone Advisors, LLC | 6,100 | $3.42M | 0.14% | −200−3.2% | Reduced |
| JustInvest LLC | 6,070 | $3.40M | 0.07% | +231+4.0% | Added |
| GWM Advisors LLC | 6,036 | $3.38M | 0.03% | +746+14.1% | Added |
| Entropy Technologies, LP | 6,017 | $3.37M | 0.36% | +2,559+74.0% | Added |
| Kentucky Retirement Systems | 6,006 | $3.37M | 0.10% | −322−5.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,843 | $3.27M | 0.15% | +3,174+118.9% | Added |
| Synovus Financial Corp | 5,743 | $3.22M | 0.04% | +90+1.6% | Added |
| Mediolanum International Funds Ltd | 5,736 | $3.19M | 0.05% | +5,736 | New |
| Edgestream Partners, L.P. | 5,614 | $3.15M | 0.16% | +4,604+455.8% | Added |
| US Bancorp | 5,570 | $3.12M | 0.00% | +341+6.5% | Added |
| iA Global Asset Management Inc. | 5,566 | $3.12M | 0.06% | −10−0.2% | Reduced |
| Assetmark, Inc | 5,517 | $3.09M | 0.01% | −947−14.7% | Reduced |
| Maryland State Retirement & Pension System | 5,936 | $3.06M | 0.06% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,415 | $3.04M | 0.73% | +13+0.2% | Added |
| Tsai Capital Corp | 5,382 | $3.02M | 3.11% | +291+5.7% | Added |
| Pacer Advisors, Inc. | 5,374 | $3.01M | 0.01% | −1,082−16.8% | Reduced |
| Colony Group, LLC | 5,356 | $3.00M | 0.02% | +808+17.8% | Added |
| Intech Investment Management LLC | 5,306 | $2.97M | 0.04% | +3,988+302.6% | Added |
| TD Private Client Wealth LLC | 5,237 | $2.94M | 0.10% | −625−10.7% | Reduced |
| Brevan Howard Capital Management LP | 5,182 | $2.90M | 0.26% | +312+6.4% | Added |
| Smith Group Asset Management, LLC | 5,170 | $2.90M | 0.17% | −2,113−29.0% | Reduced |
| First Foundation Advisors | 5,148 | $2.89M | 0.12% | +385+8.1% | Added |
| Hartford Investment Management Co | 5,108 | $2.86M | 0.10% | −216−4.1% | Reduced |
| ExodusPoint Capital Management, LP | 5,083 | $2.85M | 0.04% | +5,083 | New |
| Schonfeld Strategic Advisors LLC | 5,060 | $2.84M | 0.02% | +4,150+456.0% | Added |
| Balyasny Asset Management LLC | 5,049 | $2.83M | 0.01% | +3,164+167.9% | Added |
| Jefferies Financial Group Inc. | 5,000 | $2.80M | 0.06% | +2,220+79.9% | Added |
| Crossmark Global Holdings, Inc. | 4,990 | $2.80M | 0.05% | −81−1.6% | Reduced |
| Acadian Asset Management LLC | 4,970 | $2.78M | 0.01% | −234−4.5% | Reduced |
| Ieq Capital, LLC | 4,843 | $2.71M | 0.04% | +172+3.7% | Added |
| Ghe, LLC | 4,813 | $2.70M | 1.25% | +12+0.2% | Added |
| Toroso Investments, LLC | 4,812 | $2.70M | 0.05% | +2,150+80.8% | Added |
| Alps Advisors Inc | 4,784 | $2.68M | 0.02% | +75+1.6% | Added |
| Capital International Sarl | 4,685 | $2.63M | 0.09% | −1,789−27.6% | Reduced |
| City Holding Co | 4,659 | $2.61M | 0.39% | +1,363+41.4% | Added |
| Securian Asset Management, Inc | 4,658 | $2.61M | 0.08% | −427−8.4% | Reduced |
| QRG Capital Management, Inc. | 4,640 | $2.60M | 0.03% | +859+22.7% | Added |
| Gamco Investors, Inc. Et Al | 4,618 | $2.59M | 0.03% | −69−1.5% | Reduced |
| FourThought Financial Partners, LLC | 4,614 | $2.59M | 0.30% | +792+20.7% | Added |
| Louisiana State Employees Retirement System | 4,600 | $2.58M | 0.05% | −200−4.2% | Reduced |
| Cornercap Investment Counsel Inc | 4,491 | $2.52M | 0.39% | +13+0.3% | Added |
| Sumitomo Life Insurance Co | 4,401 | $2.47M | 0.06% | −125−2.8% | Reduced |
| Oppenheimer Asset Management Inc. | 4,348 | $2.44M | 0.04% | −176−3.9% | Reduced |
| Freedom Day Solutions, LLC | 4,327 | $2.42M | 0.86% | −47−1.1% | Reduced |
| Bokf, NA | 4,329 | $2.40M | 0.04% | +50+1.2% | Added |
| Munro Partners | 4,264 | $2.39M | 0.09% | −2,995−41.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,249 | $2.38M | 0.00% | −627−12.9% | Reduced |
| Plato Investment Management Ltd | 4,187 | $2.35M | 0.24% | +3,948+1,651.9% | Added |
| Ritholtz Wealth Management | 4,146 | $2.32M | 0.08% | +10.0% | Added |
| Allianz SE | 4,075 | $2.28M | 0.07% | +4,075 | New |
| Aurora Investment Managers, LLC. | 4,050 | $2.27M | 1.67% | −1,069−20.9% | Reduced |
| Retireful, LLC | 4,019 | $2.25M | 0.94% | +4,019 | New |