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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
Hantz Financial Services, Inc.107$60.0K0.00%00.0%Unchanged
Barrett & Company, Inc.106$59.5K0.03%00.0%Unchanged
Carolinas Wealth Consulting LLC106$59.5K0.01%+8+8.2%Added
Quent Capital, LLC100$56.2K0.01%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.99$55.4K0.01%+99New
Geo Capital Gestora de Recursos Ltd99$55.0K0.06%00.0%Unchanged
Umb Bank N A97$54.4K0.00%00.0%Unchanged
First United Bank Trust85$47.6K0.02%00.0%Unchanged
Larson Financial Group LLC81$45.4K0.00%−19−19.0%Reduced
Pension & Wealth Management Advisors, Inc.80$44.8K0.03%00.0%Unchanged
Plante Moran Financial Advisors, LLC80$44.8K0.00%+80New
Anchor Investment Management, LLC78$43.7K0.00%−1,043−93.0%Reduced
Clearstead Advisors, LLC85$41.3K0.00%−5−5.6%Reduced
American National Bank70$39.2K0.01%00.0%Unchanged
Grove Bank & Trust65$36.4K0.01%−12−15.6%Reduced
Farmers & Merchants Investments Inc61$34.2K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$33.6K0.01%00.0%Unchanged
Crewe Advisors LLC60$33.6K0.00%+60New
AdvisorNet Financial, Inc53$29.7K0.00%+23+76.7%Added
MidAtlantic Capital Management, Inc.50$28.0K0.02%00.0%Unchanged
Jones Financial Companies LLLP49$27.5K0.00%+41+512.5%Added
Raffa Wealth Management, LLC48$26.9K0.01%+41+585.7%Added
Rise Advisors, LLC47$26.3K0.01%+47New
Beaird Harris Wealth Management, LLC44$24.7K0.00%+11+33.3%Added
DSM Capital Partners LLC42$23.5K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.41$23.0K0.00%00.0%Unchanged
Washington Trust Co41$23.0K0.00%00.0%Unchanged
NVWM, LLC40$22.4K0.01%00.0%Unchanged
Bell Investment Advisors, Inc38$21.3K0.00%−1−2.6%Reduced
Raleigh Capital Management Inc.37$20.7K0.01%+26+236.4%Added
Cullen/Frost Bankers, Inc.34$19.1K0.00%+4+13.3%Added
Financial Management Professionals, Inc.34$19.0K0.00%+3+9.7%Added
GPS Wealth Strategies Group, LLC31$17.1K0.00%00.0%Unchanged
NBC Securities, Inc.31$17.0K0.00%−17−35.4%Reduced
Venturi Wealth Management, LLC29$16.3K0.00%+1+3.6%Added
Foster Dykema Cabot & Partners, LLC27$15.1K0.00%+27New
Princeton Global Asset Management LLC26$14.5K0.00%00.0%Unchanged
Trust Co of Vermont25$14.0K0.00%00.0%Unchanged
LGT Financial Advisors LLC25$14.0K0.02%00.0%Unchanged
GW&K Investment Management, LLC25$14.0K0.00%−2−7.4%Reduced
Asset Dedication, LLC24$14.0K0.00%00.0%Unchanged
Rakuten Securities, Inc.24$13.5K0.01%−1−4.0%Reduced
Meeder Asset Management Inc23$12.9K0.00%+23New
Harbor Investment Advisory, LLC22$12.3K0.00%+5+29.4%Added
Caitlin John, LLC20$11.2K0.01%−3−13.0%Reduced
Oakworth Capital, Inc.20$11.2K0.00%00.0%Unchanged
Private Wealth Management Group, LLC20$11.2K0.01%00.0%Unchanged
LRI Investments, LLC20$11.2K0.00%+20New
Hanson & Doremus Investment Management20$11.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.19$10.6K0.00%00.0%Unchanged
Quarry LP19$10.6K0.00%+19New
Abound Wealth Management18$10.1K0.00%+6+50.0%Added
Manchester Capital Management LLC17$9.53K0.00%+1+6.3%Added
Sofos Investments, Inc.16$9.23K0.00%+14+700.0%Added
Stuart Chaussee & Associates, Inc.15$8.41K0.00%00.0%Unchanged
Salem Investment Counselors Inc15$8.41K0.00%+15New
Versant Capital Management, Inc14$7.85K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$7.85K0.00%00.0%Unchanged
Tortoise Investment Management, LLC14$7.85K0.00%+14New
CoreCap Advisors, LLC14$7.85K0.00%+14New
Key Financial Inc13$7.29K0.00%00.0%Unchanged
Davidson Capital Management Inc.13$7.29K0.00%+1+8.3%Added
Prestige Wealth Management Group LLC12$6.73K0.00%00.0%Unchanged
Delta Asset Management LLC12$6.72K0.00%00.0%Unchanged
First Manhattan Co12$6.72K0.00%+12New
Bullock Wealth Management Group11$6.21K0.00%+11New
Eukles Asset Management11$6.17K0.00%00.0%Unchanged
Valley National Advisers Inc11$6.00K0.00%−18−62.1%Reduced
Independence Bank of Kentucky10$5.61K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC10$5.61K0.01%+10New
Albion Financial Group9$5.04K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC9$5.04K0.00%00.0%Unchanged
Eagle Bay Advisors LLC9$5.04K0.00%−2−18.2%Reduced
Richard W. Paul & Associates, LLC9$5.04K0.00%00.0%Unchanged
SJS Investment Consulting Inc.8$4.48K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC8$4.48K0.00%00.0%Unchanged
Dunhill Financial, LLC8$4.21K0.00%+2+33.3%Added
Pin Oak Investment Advisors Inc7$4.00K0.00%00.0%Unchanged
Avion Wealth7$4.00K0.00%+1+16.7%Added
FinTrust Capital Advisors, LLC7$3.92K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC7$3.92K0.00%00.0%Unchanged
Pacific Center for Financial Services7$3.92K0.00%+7New
Red Tortoise LLC7$3.92K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC7$3.92K0.00%00.0%Unchanged
Altshuler Shaham Ltd7$3.92K0.00%+7New
Trifecta Capital Advisors, LLC6$3.36K0.00%−16−72.7%Reduced
St Germain D J Co Inc6$3.36K0.00%00.0%Unchanged
JNBA Financial Advisors6$3.36K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$3.36K0.00%00.0%Unchanged
Beacon Capital Management, LLC6$3.36K0.00%00.0%Unchanged
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC5$2.80K0.00%+5New
Jackson, Grant Investment Advisers, Inc.5$2.80K0.00%00.0%Unchanged
Geneos Wealth Management Inc.4$2.24K0.00%−3−42.9%Reduced
Moisand Fitzgerald Tamayo, LLC4$2.24K0.00%00.0%Unchanged
MCF Advisors LLC4$2.24K0.00%+1+33.3%Added
Cedar Wealth Management, LLC4$2.24K0.00%+4New
Richardson Financial Services Inc.4$2.24K0.00%+4New
Rosenberg Matthew Hamilton4$2.22K0.00%00.0%Unchanged
Cornerstone Planning Group LLC4$1.87K0.00%+1+33.3%Added