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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 4,000 | $2.24M | 0.08% | −200−4.8% | Reduced |
| Centiva Capital, LP | 3,976 | $2.23M | 0.13% | +2,894+267.5% | Added |
| Dakota Wealth Management | 3,877 | $2.17M | 0.05% | −216−5.3% | Reduced |
| Janney Montgomery Scott LLC | 3,857 | $2.16M | 0.01% | +19+0.5% | Added |
| Change Path, LLC | 3,858 | $2.16M | 0.09% | +579+17.7% | Added |
| MV Capital Management, Inc. | 3,820 | $2.14M | 0.24% | +3,727+4,007.5% | Added |
| EFG Asset Management (Americas) Corp. | 3,769 | $2.11M | 0.64% | −1,569−29.4% | Reduced |
| Eqis Capital Management, Inc. | 3,679 | $2.06M | 0.17% | −385−9.5% | Reduced |
| E Fund Management Co., Ltd. | 3,617 | $2.03M | 0.13% | +3,617 | New |
| Wealth Enhancement Advisory Services, LLC | 3,615 | $2.03M | 0.01% | +165+4.8% | Added |
| Keystone Investors Pte Ltd | 3,580 | $2.01M | 0.17% | +3,580 | New |
| Verition Fund Management LLC | 3,546 | $1.99M | 0.02% | +1,498+73.1% | Added |
| Garrison Asset Management, LLC | 3,535 | $1.98M | 1.04% | −22−0.6% | Reduced |
| Atlantic Union Bankshares Corp | 3,479 | $1.95M | 0.16% | −937−21.2% | Reduced |
| PFG Advisors | 3,437 | $1.93M | 0.14% | −299−8.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 3,320 | $1.86M | 0.04% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,312 | $1.86M | 0.05% | +200+6.4% | Added |
| Fortis Capital Management LLC | 3,279 | $1.84M | 0.48% | +513+18.5% | Added |
| CWM, LLC | 3,241 | $1.82M | 0.01% | +1,616+99.4% | Added |
| Metropolitan Life Insurance Co | 3,191 | $1.79M | 0.08% | −29−0.9% | Reduced |
| Roundview Capital LLC | 3,188 | $1.79M | 0.15% | +2,083+188.5% | Added |
| Segment Wealth Management, LLC | 3,156 | $1.77M | 0.13% | +404+14.7% | Added |
| Headlands Technologies LLC | 3,139 | $1.76M | 0.42% | +3,139 | New |
| GYL Financial Synergies, LLC | 3,132 | $1.76M | 0.14% | +37+1.2% | Added |
| King Luther Capital Management Corp | 3,105 | $1.74M | 0.01% | −534−14.7% | Reduced |
| Fiduciary Trust Co | 3,089 | $1.73M | 0.03% | −1,412−31.4% | Reduced |
| Park Avenue Securities LLC | 3,076 | $1.72M | 0.02% | −78−2.5% | Reduced |
| Bessemer Group Inc | 3,035 | $1.70M | 0.00% | −2,035−40.1% | Reduced |
| First Hawaiian Bank | 3,023 | $1.69M | 0.05% | −149−4.7% | Reduced |
| Crestline Management, LP | 3,016 | $1.69M | 0.16% | +3,016 | New |
| Swiss Life Asset Management Ltd | 3,012 | $1.69M | 0.02% | −11,446−79.2% | Reduced |
| Apollon Wealth Management, LLC | 2,997 | $1.68M | 0.05% | +229+8.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 2,993 | $1.68M | 0.12% | +2,993 | New |
| Capstone Investment Advisors, LLC | 2,986 | $1.67M | 0.03% | +1,920+180.1% | Added |
| Everence Capital Management Inc | 2,937 | $1.65M | 0.11% | 00.0% | Unchanged |
| Empirical Finance, LLC | 2,870 | $1.61M | 0.10% | +93+3.3% | Added |
| Davenport & Co LLC | 2,864 | $1.61M | 0.01% | −39−1.3% | Reduced |
| Point72 Asset Management, L.P. | 2,845 | $1.59M | 0.00% | +2,845 | New |
| Steward Partners Investment Advisory, LLC | 2,840 | $1.59M | 0.02% | −477−14.4% | Reduced |
| Fairbanks Capital Management, Inc. | 2,840 | $1.59M | 1.10% | −45−1.6% | Reduced |
| Empowered Funds, LLC | 2,838 | $1.59M | 0.03% | +1,937+215.0% | Added |
| AE Wealth Management LLC | 2,836 | $1.59M | 0.02% | −7,489−72.5% | Reduced |
| Ci Investments Inc. | 2,831 | $1.59M | 0.01% | −1,143−28.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,275 | $1.55M | 1.34% | +3,275 | New |
| Tradewinds, LLC. | 2,731 | $1.54M | 1.37% | +2,731 | New |
| Perpetual Ltd | 2,744 | $1.54M | 0.02% | +11+0.4% | Added |
| Anthracite Investment Company, Inc. | 2,700 | $1.51M | 0.76% | 00.0% | Unchanged |
| Greenleaf Trust | 2,700 | $1.51M | 0.01% | +16+0.6% | Added |
| UniSuper Management Pty Ltd | 2,698 | $1.51M | 0.01% | +1,967+269.1% | Added |
| Value Partners Investments Inc. | 2,650 | $1.48M | 0.12% | +228+9.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,644 | $1.48M | 0.02% | −10,547−80.0% | Reduced |
| Canandaigua National Bank & Trust Co | 2,643 | $1.48M | 0.22% | −7−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,610 | $1.46M | 0.10% | −208−7.4% | Reduced |
| Guggenheim Capital LLC | 2,554 | $1.43M | 0.01% | +377+17.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,553 | $1.43M | 0.26% | −11,541−81.9% | Reduced |
| Natixis Investment Managers International | 2,537 | $1.42M | 0.10% | +223+9.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,509 | $1.41M | 0.04% | +5+0.2% | Added |
| Metis Global Partners, LLC | 2,507 | $1.41M | 0.05% | −49−1.9% | Reduced |
| Virtu Financial LLC | 2,507 | $1.41M | 0.11% | +2,507 | New |
| Mercer Global Advisors Inc | 2,378 | $1.40M | 0.00% | −126−5.0% | Reduced |
| SRN Advisors, LLC | 2,495 | $1.40M | 1.09% | +128+5.4% | Added |
| T. Rowe Price Investment Management, Inc. | 2,460 | $1.38M | 0.00% | +502+25.6% | Added |
| Bleakley Financial Group, LLC | 2,427 | $1.36M | 0.04% | +87+3.7% | Added |
| Simplicity Wealth,LLC | 2,414 | $1.35M | 0.03% | +2,414 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,554 | $1.35M | 0.01% | −2,634−50.8% | Reduced |
| Axq Capital, LP | 2,400 | $1.35M | 0.32% | +720+42.9% | Added |
| SeaTown Holdings Pte. Ltd. | 2,396 | $1.34M | 0.85% | −59,630−96.1% | Reduced |
| Regions Financial Corp | 2,359 | $1.32M | 0.01% | +2,359 | New |
| Advisor OS, LLC | 2,357 | $1.32M | 0.15% | +188+8.7% | Added |
| Kestra Advisory Services, LLC | 2,330 | $1.31M | 0.01% | +420+22.0% | Added |
| Cumberland Partners Ltd | 2,250 | $1.26M | 0.09% | −2,083−48.1% | Reduced |
| Bennett Selby Investments LP | 2,243 | $1.26M | 0.59% | +13+0.6% | Added |
| Pearl River Capital, LLC | 2,239 | $1.25M | 0.20% | +989+79.1% | Added |
| Chartwell Investment Partners, LLC | 2,238 | $1.25M | 0.04% | −233−9.4% | Reduced |
| ProVise Management Group, LLC | 2,234 | $1.25M | 0.11% | −30−1.3% | Reduced |
| Monumental Financial Group Inc. | 2,231 | $1.25M | 0.67% | −82−3.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,223 | $1.25M | 0.09% | +1,846+489.7% | Added |
| Pier Capital, LLC | 2,219 | $1.24M | 0.17% | +31+1.4% | Added |
| AXS Investments LLC | 2,201 | $1.23M | 0.30% | −198−8.3% | Reduced |
| Dantai Capital Ltd | 2,178 | $1.22M | 1.41% | −877−28.7% | Reduced |
| Coldstream Capital Management Inc | 2,173 | $1.22M | 0.03% | −105−4.6% | Reduced |
| Gardner Lewis Asset Management L P | 2,150 | $1.20M | 0.36% | +2,150 | New |
| Central Pacific Bank - Trust Division | 2,167 | $1.20M | 0.15% | +2,167 | New |
| Palumbo Wealth Management LLC | 2,141 | $1.20M | 0.54% | +485+29.3% | Added |
| Great Lakes Advisors, LLC | 2,065 | $1.16M | 0.01% | +86+4.3% | Added |
| Groupama Asset Managment | 898 | $1.12M | 0.02% | −1,300−59.1% | Reduced |
| Grey Street Capital, LLC | 1,993 | $1.12M | 0.15% | +1,993 | New |
| Navellier & Associates Inc | 1,953 | $1.09M | 0.13% | +56+3.0% | Added |
| Banco Santander, S.A. | 1,923 | $1.08M | 0.01% | −3,435−64.1% | Reduced |
| Atria Wealth Solutions, Inc. | 1,910 | $1.07M | 0.01% | −275−12.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,897 | $1.06M | 0.17% | +102+5.7% | Added |
| Liberty Wealth Management LLC | 1,883 | $1.05M | 0.21% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,879 | $1.05M | 0.12% | +16+0.9% | Added |
| Sequoia Financial Advisors, LLC | 1,874 | $1.05M | 0.01% | −2,458−56.7% | Reduced |
| Quest Partners LLC | 1,862 | $1.04M | 0.18% | +636+51.9% | Added |
| Wellington Wealth Strategies, LLC. | 1,861 | $1.04M | 0.50% | −870−31.9% | Reduced |
| DF Dent & Co Inc | 1,835 | $1.03M | 0.01% | +151+9.0% | Added |
| Buckley Wealth Management, LLC | 1,830 | $1.03M | 0.33% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,827 | $1.02M | 0.02% | −34−1.8% | Reduced |
| LVW Advisors, LLC | 1,808 | $1.01M | 0.17% | +195+12.1% | Added |