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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1,793 | $1.00M | 0.02% | −9,046−83.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,792 | $1.00M | 0.02% | −581−24.5% | Reduced |
| Keybank National Association | 1,791 | $1.00M | 0.00% | +43+2.5% | Added |
| Diversified Trust Co | 1,788 | $1.00M | 0.03% | +29+1.6% | Added |
| Sompo Asset Management Co., Ltd. | 1,750 | $980.8K | 0.16% | −330−15.9% | Reduced |
| Alberta Investment Management Corp | 1,700 | $952.8K | 0.01% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,698 | $951.7K | 0.25% | +26+1.6% | Added |
| Robertson Stephens Wealth Management, LLC | 1,676 | $939.3K | 0.05% | +1,240+284.4% | Added |
| Wetherby Asset Management Inc | 1,673 | $937.6K | 0.04% | −13−0.8% | Reduced |
| Advisory Services Network, LLC | 1,658 | $929.1K | 0.02% | +73+4.6% | Added |
| Cipher Capital LP | 1,642 | $920.3K | 0.43% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,640 | $919.1K | 0.02% | +1,400+583.3% | Added |
| Arbor Capital Management Inc | 1,932 | $915.3K | 0.87% | −65−3.3% | Reduced |
| Achmea Investment Management B.V. | 1,597 | $895.0K | 0.02% | −2,111−56.9% | Reduced |
| Ostrum Asset Management | 1,568 | $878.8K | 0.07% | +198+14.5% | Added |
| Knollwood Investment Advisory, LLC | 1,545 | $865.9K | 0.16% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,536 | $860.9K | 0.02% | −75−4.7% | Reduced |
| Texas Capital Bancshares Inc | 1,530 | $857.5K | 0.39% | +1,530 | New |
| Waterloo Capital, L.P. | 1,525 | $854.4K | 0.11% | +341+28.8% | Added |
| Merit Financial Group, LLC | 1,811 | $845.8K | 0.02% | −3−0.2% | Reduced |
| EPG Wealth Management LLC | 1,495 | $838.1K | 0.21% | +22+1.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,489 | $835.0K | 0.02% | +1,489 | New |
| Glenmede Trust Co NA | 1,482 | $830.6K | 0.00% | −91−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,482 | $830.0K | 0.00% | +25+1.7% | Added |
| Meeder Advisory Services, Inc. | 1,448 | $811.5K | 0.08% | +29+2.0% | Added |
| Heartland Bank & Trust Co | 1,436 | $804.8K | 0.47% | −10−0.7% | Reduced |
| Vestcor Inc | 1,433 | $803.0K | 0.03% | −262−15.5% | Reduced |
| Verdence Capital Advisors LLC | 1,432 | $802.5K | 0.07% | +5+0.4% | Added |
| Qtron Investments LLC | 1,425 | $798.6K | 0.11% | +1,425 | New |
| Cypress Asset Management Inc | 1,423 | $797.5K | 0.22% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,422 | $797.0K | 0.04% | +60+4.4% | Added |
| Veriti Management LLC | 1,394 | $781.3K | 0.06% | +287+25.9% | Added |
| La Banque Postale Asset Management SA | 1,388 | $777.9K | 0.03% | +1,388 | New |
| NEOS Investment Management LLC | 1,386 | $776.8K | 0.05% | +25+1.8% | Added |
| Signet Financial Management, LLC | 1,386 | $776.7K | 0.11% | −3−0.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,368 | $766.7K | 0.05% | +1+0.1% | Added |
| Snowden Capital Advisors LLC | 1,368 | $766.7K | 0.02% | +153+12.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,367 | $766.1K | 0.00% | −70−4.9% | Reduced |
| Shell Asset Management Co | 1,590 | $766.0K | 0.03% | −11,887−88.2% | Reduced |
| Gries Financial LLC | 1,358 | $761.1K | 0.13% | +1,358 | New |
| Flputnam Investment Management Co | 1,355 | $759.4K | 0.02% | −48−3.4% | Reduced |
| DoubleLine ETF Adviser LP | 1,353 | $758.3K | 0.19% | +29+2.2% | Added |
| Captrust Financial Advisors | 1,352 | $757.5K | 0.00% | −1,423−51.3% | Reduced |
| Stevens Capital Management LP | 1,324 | $742.0K | 0.14% | −109−7.6% | Reduced |
| Wealth Management Associates, Inc. | 1,540 | $741.9K | 0.35% | −93−5.7% | Reduced |
| Blair William & Co | 1,321 | $740.6K | 0.00% | −191−12.6% | Reduced |
| Investment Management Corp of Ontario | 1,319 | $739.2K | 0.02% | −500−27.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,307 | $733.0K | 0.01% | +787+151.3% | Added |
| Pinnacle Associates Ltd | 1,306 | $731.9K | 0.01% | −2−0.2% | Reduced |
| Roberts Capital Advisors, LLC | 1,293 | $724.7K | 0.70% | +1,293 | New |
| Horizon Investments, LLC | 1,263 | $707.8K | 0.02% | +5+0.4% | Added |
| Ellevest, Inc. | 1,260 | $706.2K | 0.04% | +50+4.1% | Added |
| Birinyi Associates Inc | 1,254 | $702.8K | 0.23% | −849−40.4% | Reduced |
| Steel Peak Wealth Management LLC | 1,253 | $702.2K | 0.04% | +53+4.4% | Added |
| Signaturefd, LLC | 1,230 | $689.5K | 0.01% | +63+5.4% | Added |
| Wedmont Private Capital | 1,242 | $689.0K | 0.05% | −3−0.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,226 | $687.0K | 0.07% | +1,226 | New |
| Profund Advisors LLC | 1,223 | $685.4K | 0.03% | +165+15.6% | Added |
| Wealthspire Advisors, LLC | 1,218 | $682.6K | 0.01% | +745+157.5% | Added |
| Harbor Capital Advisors, Inc. | 1,216 | $682.0K | 0.09% | +23+1.9% | Added |
| Bradley Foster & Sargent Inc | 1,215 | $680.9K | 0.01% | −463−27.6% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,046 | $670.2K | 0.03% | −164−13.6% | Reduced |
| WR Wealth Planners, LLC | 1,169 | $655.2K | 0.20% | +18+1.6% | Added |
| Seven Eight Capital, LP | 1,159 | $649.6K | 0.07% | +401+52.9% | Added |
| Institute for Wealth Management, LLC. | 1,152 | $645.6K | 0.08% | −6−0.5% | Reduced |
| Quantitative Investment Management, LLC | 1,149 | $643.0K | 0.04% | −5,062−81.5% | Reduced |
| Menard Financial Group LLC | 1,128 | $632.4K | 0.53% | +299+36.1% | Added |
| Fidelis Capital Partners, LLC | 1,115 | $624.9K | 0.09% | +110+10.9% | Added |
| Beacon Pointe Advisors, LLC | 1,104 | $618.8K | 0.01% | −322−22.6% | Reduced |
| Oak Ridge Investments LLC | 1,100 | $616.5K | 0.06% | −141−11.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,095 | $613.7K | 0.03% | +200+22.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,094 | $613.0K | 0.40% | +886+426.0% | Added |
| RFG Advisory, LLC | 1,086 | $608.6K | 0.02% | +45+4.3% | Added |
| Schechter Investment Advisors, LLC | 1,085 | $608.1K | 0.05% | +78+7.7% | Added |
| SageView Advisory Group, LLC | 6,382 | $601.0K | 0.03% | +5,554+670.8% | Added |
| Emerald Advisers, LLC | 1,070 | $599.7K | 0.02% | −12−1.1% | Reduced |
| Stanley-Laman Group, Ltd. | 1,069 | $599.1K | 0.08% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,063 | $595.8K | 0.01% | +158+17.5% | Added |
| Evercore Wealth Management, LLC | 1,058 | $593.0K | 0.01% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 1,037 | $570.8K | 0.02% | +1,037 | New |
| Advisors Asset Management, Inc. | 1,018 | $570.5K | 0.01% | −7−0.7% | Reduced |
| Inceptionr LLC | 1,015 | $568.9K | 0.15% | +1,015 | New |
| Dana Investment Advisors, Inc. | 1,008 | $564.9K | 0.02% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,003 | $562.3K | 0.03% | −98−8.9% | Reduced |
| Agf Management Ltd | 1,000 | $560.5K | 0.00% | −616−38.1% | Reduced |
| Harbor Advisors LLC | 1,000 | $560.5K | 0.10% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 995 | $557.8K | 0.01% | −424−29.9% | Reduced |
| CAPROCK Group, Inc. | 974 | $545.9K | 0.03% | +235+31.8% | Added |
| Ontario Teachers Pension Plan Board | 968 | $542.5K | 0.00% | −693−41.7% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 959 | $537.5K | 0.01% | +959 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $537.4K | 0.21% | +300+42.9% | Added |
| Private Advisor Group, LLC | 953 | $534.4K | 0.00% | −112−10.5% | Reduced |
| Pitcairn Co | 951 | $533.0K | 0.03% | +53+5.9% | Added |
| MAI Capital Management | 945 | $529.4K | 0.01% | −1−0.1% | Reduced |
| CNB Bank | 937 | $525.1K | 0.26% | +78+9.1% | Added |
| Burney Co | 936 | $524.6K | 0.02% | +106+12.8% | Added |
| Procyon Private Wealth Partners, LLC | 925 | $518.7K | 0.04% | +68+7.9% | Added |
| Grandeur Peak Global Advisors, LLC | 919 | $515.1K | 0.04% | −485−34.5% | Reduced |
| Trust Asset Management LLC | 919 | $515.1K | 0.05% | 00.0% | Unchanged |
| Wexford Capital LP | 910 | $510.0K | 0.10% | +910 | New |