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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.

Institutional holdersQ1 2024: 922 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ1 2024: $40.1B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2023.

Institutions holding MSCI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
MJP Associates Inc901$505.2K0.11%+165+22.4%Added
Gotham Asset Management, LLC901$505.0K0.01%+901New
HB Wealth Management, LLC893$500.5K0.01%+72+8.8%Added
Raymond James Trust N.A.890$498.8K0.01%−15−1.7%Reduced
Ascent Wealth Partners, LLC887$497.1K0.07%00.0%Unchanged
Wolverine Trading, LLC858$480.9K0.00%−57−6.2%Reduced
NorthRock Partners, LLC856$479.7K0.02%+46+5.7%Added
Ameritas Investment Partners, Inc.855$479.2K0.02%−24−2.7%Reduced
Lincoln National Corp852$477.2K0.01%−43−4.8%Reduced
Principal Securities, Inc.851$477.2K0.01%+7+0.8%Added
Bryn Mawr Trust Co851$476.9K0.02%+851New
CM Wealth Advisors LLC1,008$475.2K0.14%+1,008New
Siemens Fonds Invest GmbH836$468.5K0.04%−39−4.5%Reduced
Lido Advisors, LLC835$468.0K0.00%+2+0.2%Added
Balboa Wealth Partners830$465.2K0.15%+7+0.9%Added
Cigna Investments Inc819$459.0K0.09%00.0%Unchanged
TRUE Private Wealth Advisors797$446.8K0.05%+56+7.6%Added
Geller Advisors LLC797$446.7K0.04%+5+0.6%Added
Davy Global Fund Management Ltd794$445.0K0.05%00.0%Unchanged
Woodline Partners LP791$443.3K0.00%−1,098−58.1%Reduced
Legacy Advisors, LLC785$440.0K0.06%+121+18.2%Added
Petrus Trust Company, LTA784$439.4K0.04%+784New
Elk River Wealth Management, LLC780$437.2K0.09%00.0%Unchanged
Scientech Research LLC780$437.2K0.23%+780New
Americana Partners, LLC775$434.3K0.04%+775New
Checchi Capital Advisers, LLC769$431.0K0.03%+8+1.1%Added
Federation des caisses Desjardins du Quebec768$430.7K0.00%+577+302.1%Added
LGT Fund Management Co Ltd.758$424.8K0.18%+758New
Beverly Hills Private Wealth, LLC746$418.1K0.10%−7−0.9%Reduced
SFMG, LLC737$413.1K0.04%00.0%Unchanged
Aigen Investment Management, LP734$411.4K0.09%+734New
National Asset Management, Inc.799$410.1K0.01%+368+85.4%Added
Boston Private Wealth LLC731$409.6K0.01%−34−4.4%Reduced
Syon Capital LLC707$396.3K0.04%+19+2.8%Added
Mather Group, LLC.692$391.3K0.01%−5−0.7%Reduced
Weaver Capital Management LLC695$389.5K0.14%00.0%Unchanged
Walleye Trading LLC694$389.0K0.01%+694New
Boit C F David810$380.7K0.21%00.0%Unchanged
TD Waterhouse Canada Inc.223$380.0K0.00%−16−6.7%Reduced
Zions Bancorporation, N.A.677$379.4K0.03%−64−8.6%Reduced
Quadrant Capital Group LLC668$374.4K0.03%−16−2.3%Reduced
Brown Brothers Harriman & Co663$371.6K0.00%−73−9.9%Reduced
Gilbert & Cook, Inc.663$371.6K0.05%−9−1.3%Reduced
Parallel Advisors, LLC661$370.4K0.01%+25+3.9%Added
Cynosure Management, LLC655$367.1K0.07%+655New
Values First Advisors, Inc.655$366.9K0.22%+655New
D.A. Davidson & Co.646$362.1K0.00%−11−1.7%Reduced
Apeiron RIA LLC644$360.8K0.10%+3+0.5%Added
Kinneret Advisory, LLC639$358.1K0.04%−2−0.3%Reduced
Perigon Wealth Management, LLC637$357.0K0.01%−15−2.3%Reduced
JSF Financial, LLC633$354.8K0.11%00.0%Unchanged
Empirical Asset Management, LLC632$354.3K0.17%−326−34.0%Reduced
Nomura Holdings Inc631$353.6K0.00%−967−60.5%Reduced
Exchange Traded Concepts, LLC631$353.6K0.01%+99+18.6%Added
HRT Financial LP623$349.0K0.00%−759−54.9%Reduced
Sigma Planning Corp622$349.0K0.01%+264+73.7%Added
Simon Quick Advisors, LLC616$345.3K0.03%+103+20.1%Added
Capital Investment Advisory Services, LLC612$343.0K0.04%+161+35.7%Added
PEAK6 Investments LLC610$341.9K0.02%−596−49.4%Reduced
World Equity Group, Inc.603$338.0K0.07%−200−24.9%Reduced
Insigneo Advisory Services, LLC601$336.8K0.04%+89+17.4%Added
Weil Company, Inc.600$336.3K0.13%+600New
WJ Wealth Management, LLC600$336.3K0.13%00.0%Unchanged
Connor, Clark & Lunn Investment Management Ltd.600$336.3K0.00%+600New
Commerzbank Aktiengesellschaft597$335.0K0.01%+95+18.9%Added
Great Lakes Retirement, Inc.592$332.0K0.05%−16−2.6%Reduced
Camden Capital, LLC581$325.6K0.03%−386−39.9%Reduced
Balentine LLC575$322.3K0.01%+39+7.3%Added
Fenimore Asset Management Inc572$320.6K0.01%00.0%Unchanged
Crestmont Private Wealth LLC571$320.0K0.16%+98+20.7%Added
Foundry Partners, LLC570$319.5K0.02%00.0%Unchanged
Symmetry Partners, LLC563$316.0K0.02%00.0%Unchanged
NewEdge Wealth, LLC672$314.3K0.01%+53+8.6%Added
VitalStone Financial, LLC559$313.0K0.24%−170−23.3%Reduced
Fullerton Fund Management Co Ltd.549$307.7K0.01%+549New
Independent Advisor Alliance548$307.1K0.01%−27−4.7%Reduced
Clarius Group, LLC547$306.6K0.02%−41−7.0%Reduced
Virtue Capital Management, LLC573$303.7K0.05%−39−6.4%Reduced
Integrated Advisors Network LLC540$302.5K0.02%+540New
OneAscent Financial Services LLC539$302.0K0.03%+105+24.2%Added
Whittier Trust Co of Nevada Inc533$298.7K0.01%00.0%Unchanged
Valeo Financial Advisors, LLC640$297.6K0.01%+3+0.5%Added
Chilton Investment Co LLC530$297.0K0.01%00.0%Unchanged
Sage Mountain Advisors LLC528$295.9K0.03%+5+1.0%Added
Capital Advisors, Ltd. LLC522$293.0K0.04%+13+2.6%Added
Personal Cfo Solutions, LLC522$292.6K0.05%+2+0.4%Added
Fukoku Mutual Life Insurance Co515$288.6K0.02%00.0%Unchanged
Forum Financial Management, LP514$288.1K0.00%00.0%Unchanged
Summit Trail Advisors, LLC512$287.0K0.01%+115+29.0%Added
Vestmark Advisory Solutions, Inc.508$284.8K0.01%+22+4.5%Added
Clear Rock Advisors, LLC507$284.1K0.12%00.0%Unchanged
BluePath Capital Management, LLC504$282.7K0.22%−8−1.6%Reduced
Versor Investments LP503$281.9K0.06%−1,648−76.6%Reduced
Stephens Inc502$281.3K0.00%−10−2.0%Reduced
Montag A & Associates Inc489$274.1K0.01%−20−3.9%Reduced
Gryphon Financial Partners LLC488$273.6K0.05%+488New
Old National Bancorp483$270.7K0.01%−35−6.8%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital481$269.6K0.01%−481−50.0%Reduced
ISAM Funds (UK) Ltd481$269.6K0.15%+481New
Gen-Wealth Partners Inc478$267.9K0.13%+478New