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 |
|---|---|---|---|---|---|
| GLOBALT Investments LLC | 476 | $266.8K | 0.01% | −45−8.6% | Reduced |
| Algert Global LLC | 476 | $266.8K | 0.01% | +476 | New |
| Northwestern Mutual Wealth Management Co | 472 | $264.5K | 0.00% | −305−39.3% | Reduced |
| Flagship Harbor Advisors, LLC | 470 | $263.7K | 0.02% | −61−11.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 468 | $262.3K | 0.00% | −5−1.1% | Reduced |
| Equitable Holdings, Inc. | 462 | $258.9K | 0.00% | +40+9.5% | Added |
| Skopos Labs, Inc. | 465 | $258.0K | 0.11% | −19−3.9% | Reduced |
| Conning Inc. | 460 | $257.8K | 0.01% | −27−5.5% | Reduced |
| PDS Planning, Inc | 457 | $256.1K | 0.03% | +24+5.5% | Added |
| Kolinsky Wealth Management, LLC | 456 | $255.6K | 0.20% | −10−2.1% | Reduced |
| Westpac Banking Corp | 455 | $255.0K | 0.02% | +19+4.4% | Added |
| WealthBridge Capital Management, LLC | 454 | $254.4K | 0.09% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 444 | $248.6K | 0.00% | +12+2.8% | Added |
| Summit Global Investments | 439 | $246.0K | 0.02% | −2,678−85.9% | Reduced |
| Lake Street Advisors Group, LLC | 438 | $245.3K | 0.01% | +22+5.3% | Added |
| Dorsey & Whitney Trust CO LLC | 437 | $244.9K | 0.02% | +5+1.2% | Added |
| Sound View Wealth Advisors Group, LLC | 433 | $242.7K | 0.03% | +13+3.1% | Added |
| First Trust Investment Solutions L.P. | 426 | $238.8K | 0.04% | +426 | New |
| Fishman Jay A Ltd | 420 | $235.4K | 0.03% | −100−19.2% | Reduced |
| Smithfield Trust Co | 417 | $234.0K | 0.01% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 416 | $233.3K | 0.21% | +416 | New |
| Graypoint LLC | 416 | $233.2K | 0.02% | −261−38.6% | Reduced |
| Sentry Investment Management LLC | 415 | $233.0K | 0.09% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 410 | $229.6K | 0.01% | +410 | New |
| Aspiriant, LLC | 408 | $228.7K | 0.01% | +408 | New |
| Mayflower Financial Advisors, LLC | 406 | $227.5K | 0.04% | +5+1.2% | Added |
| Concurrent Investment Advisors, LLC | 403 | $225.5K | 0.01% | +6+1.5% | Added |
| Kathmere Capital Management, LLC | 402 | $225.3K | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 400 | $224.2K | 0.04% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 400 | $224.2K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 403 | $223.5K | 0.01% | +86+27.1% | Added |
| GeoWealth Management, LLC | 398 | $223.1K | 0.01% | +398 | New |
| HighPoint Advisor Group LLC | 452 | $219.0K | 0.02% | −1,152−71.8% | Reduced |
| Arkadios Wealth Advisors | 390 | $218.9K | 0.02% | −359−47.9% | Reduced |
| EverSource Wealth Advisors, LLC | 468 | $218.1K | 0.02% | +6+1.3% | Added |
| MBB Public Markets I LLC | 389 | $218.0K | 0.01% | +389 | New |
| Braun-Bostich & Associates Inc. | 388 | $217.5K | 0.18% | −201−34.1% | Reduced |
| Atomi Financial Group, Inc. | 384 | $215.2K | 0.02% | +384 | New |
| Prescott Group Capital Management, L.L.C. | 384 | $215.0K | 0.03% | −4,000−91.2% | Reduced |
| Argent Trust Co | 383 | $214.7K | 0.01% | +383 | New |
| Keel Point, LLC | 381 | $213.6K | 0.02% | +381 | New |
| Security Financial Services, INC. | 381 | $213.5K | 0.05% | +381 | New |
| Meritage Group LP | 379 | $212.0K | 0.00% | −90−19.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 378 | $211.8K | 0.03% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 378 | $211.8K | 0.00% | +378 | New |
| Dynamic Advisor Solutions LLC | 374 | $209.7K | 0.01% | +374 | New |
| Renasant Bank | 370 | $207.4K | 0.15% | +10+2.8% | Added |
| Principal Street Partners, LLC | 426 | $206.7K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 366 | $204.9K | 0.02% | +279+320.7% | Added |
| Clarus Wealth Advisors | 379 | $202.2K | 0.11% | −998−72.5% | Reduced |
| Buckhead Capital Management LLC | 360 | $201.8K | 0.07% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 359 | $201.2K | 0.00% | +3+0.8% | Added |
| Savant Capital, LLC | 358 | $200.6K | 0.00% | −1−0.3% | Reduced |
| Penserra Capital Management LLC | 359 | $200.0K | 0.00% | −348−49.2% | Reduced |
| Global Retirement Partners, LLC | 352 | $197.3K | 0.01% | +17+5.1% | Added |
| Ancora Advisors, LLC | 349 | $195.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 345 | $193.4K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 339 | $190.0K | 0.02% | −9−2.6% | Reduced |
| Magellan Asset Management Ltd | 336 | $188.3K | 0.00% | −11−3.2% | Reduced |
| Ronald Blue Trust, Inc. | 324 | $181.6K | 0.00% | +127+64.5% | Added |
| Lindbrook Capital, LLC | 299 | $167.6K | 0.02% | +17+6.0% | Added |
| Harbour Investments, Inc. | 295 | $165.3K | 0.01% | +30+11.3% | Added |
| Motco | 284 | $159.2K | 0.01% | +284 | New |
| CVA Family Office, LLC | 273 | $153.0K | 0.03% | +1+0.4% | Added |
| JCIC Asset Management Inc. | 265 | $148.5K | 0.06% | +25+10.4% | Added |
| Harvest Fund Management Co., Ltd | 258 | $144.0K | 0.01% | +207+405.9% | Added |
| Park Place Capital Corp | 253 | $141.8K | 0.05% | −113−30.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 252 | $141.2K | 0.01% | +250+12,500.0% | Added |
| Godsey & Gibb Associates | 250 | $140.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $137.3K | 0.05% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $137.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 239 | $133.9K | 0.00% | +35+17.2% | Added |
| Allworth Financial LP | 237 | $132.8K | 0.00% | +75+46.3% | Added |
| Huntington National Bank | 229 | $128.3K | 0.00% | +72+45.9% | Added |
| EntryPoint Capital, LLC | 221 | $123.9K | 0.11% | +22+11.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 221 | $123.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 220 | $123.3K | 0.03% | +34+18.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 219 | $123.0K | 0.00% | +6+2.8% | Added |
| IFP Advisors, Inc | 212 | $118.9K | 0.01% | +8+3.9% | Added |
| Leonteq Securities AG | 212 | $118.8K | 0.02% | −186−46.7% | Reduced |
| Sunbelt Securities, Inc. | 205 | $114.9K | 0.01% | −184−47.3% | Reduced |
| Alta Advisers Ltd | 200 | $112.1K | 0.06% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 200 | $112.1K | 0.01% | +200 | New |
| Rothschild Investment LLC | 196 | $109.8K | 0.01% | +8+4.3% | Added |
| Parkside Financial Bank & Trust | 191 | $107.0K | 0.02% | +26+15.8% | Added |
| Proequities, Inc. | 184 | $103.1K | 0.01% | −46−20.0% | Reduced |
| Spire Wealth Management | 180 | $100.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 176 | $99.0K | 0.06% | +140+388.9% | Added |
| JFS Wealth Advisors, LLC | 176 | $98.4K | 0.01% | +1+0.6% | Added |
| Toth Financial Advisory Corp | 172 | $96.4K | 0.01% | +30+21.1% | Added |
| Acima Private Wealth, LLC | 153 | $85.7K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 148 | $82.9K | 0.03% | +49+49.5% | Added |
| Private Trust Co NA | 144 | $80.7K | 0.01% | +53+58.2% | Added |
| Arlington Trust Co LLC | 143 | $80.1K | 0.02% | −6−4.0% | Reduced |
| Smartleaf Asset Management LLC | 141 | $78.5K | 0.02% | +110+354.8% | Added |
| Riverview Trust Co | 133 | $74.5K | 0.06% | +133 | New |
| Caldwell Trust Co | 130 | $72.9K | 0.01% | +56+75.7% | Added |
| Optiver Holding B.V. | 119 | $66.7K | 0.00% | +119 | New |
| Global Financial Private Client, LLC | 117 | $64.9K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 109 | $60.8K | 0.02% | 00.0% | Unchanged |