Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2024

Institutional positions in MSCI Inc. as of Jun 30, 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
939
+24 vs. Q1 2024
Shares held
71.1M
−302.3K (−0.4%) vs. Q1 2024
Total value
$34.2B
−$5.72B (−14.3%) vs. Q1 2024
New holders
145
385 more added
Sold out
121
302 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 939 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 heldQ2 2024: $34.2B
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, Q2 2024

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2024.

Institutions holding MSCI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$40.00%0Unchanged
Y.D. More Investments Ltd42$540.00%+42New
Beaird Harris Wealth Management, LLC1$3960.00%−43−97.7%Reduced
Wolff Wiese Magana LLC1$4820.00%00.0%Unchanged
WestEnd Advisors, LLC1$4820.00%+1New
Scarborough Advisors, LLC1$4820.00%+1New
ClariVest Asset Management LLC1$4870.00%00.0%Unchanged
Painted Porch Advisors LLC1$4890.00%+1New
Frazier Financial Advisors, LLC2$9640.00%−3−60.0%Reduced
Sound Income Strategies, LLC2$9640.00%00.0%Unchanged
Core Alternative Capital2$9640.00%00.0%Unchanged
Continuum Advisory, LLC2$9640.00%00.0%Unchanged
Johnson Financial Group, Inc.2$9640.00%+2New
Sanctuary Wealth Management, L.L.C.2$9640.00%+2New
Valley National Advisers Inc4$1.00K0.00%−7−63.6%Reduced
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC2$1.12K0.00%−608−99.7%Reduced
Richardson Financial Services Inc.3$1.45K0.00%−1−25.0%Reduced
Fairman Group, LLC3$1.45K0.00%00.0%Unchanged
Hilltop National Bank3$1.45K0.00%00.0%Unchanged
Highline Wealth Partners LLC3$1.45K0.00%00.0%Unchanged
South State Corp.3$1.45K0.00%+3New
Ruedi Wealth Management, Inc.3$1.45K0.00%+3New
Central Trust Co3$1.45K0.00%00.0%Unchanged
Cornerstone Planning Group LLC3$1.55K0.00%−1−25.0%Reduced
Rosenberg Matthew Hamilton4$1.92K0.00%00.0%Unchanged
MCF Advisors LLC4$1.93K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC4$1.93K0.00%00.0%Unchanged
Aspect Partners, LLC4$1.93K0.00%+1+33.3%Added
Pacific Capital Wealth Advisors, Inc4$1.93K0.00%+4New
Bellevue Asset Management, LLC5$2.41K0.00%+2+66.7%Added
WR Wealth Planners, LLC5$2.41K0.00%−1,164−99.6%Reduced
VitalStone Financial, LLC5$2.41K0.00%−554−99.1%Reduced
Jackson, Grant Investment Advisers, Inc.5$2.41K0.00%00.0%Unchanged
Anfield Capital Management, LLC5$2.41K0.00%+5New
Coppell Advisory Solutions LLC5$2.41K0.00%+5New
Triad Wealth Partners, LLC5$2.41K0.00%+5New
Pacifica Partners Inc.5$2.46K0.00%+5New
Cullen/Frost Bankers, Inc.6$2.89K0.00%−28−82.4%Reduced
St Germain D J Co Inc6$2.89K0.00%00.0%Unchanged
JNBA Financial Advisors6$2.89K0.00%00.0%Unchanged
Beacon Capital Management, LLC6$2.89K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$2.89K0.00%00.0%Unchanged
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
Sachetta, LLC6$3.28K0.00%+4+200.0%Added
Red Tortoise LLC7$3.37K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC7$3.37K0.00%00.0%Unchanged
EdgeRock Capital LLC7$3.37K0.00%+7New
SJS Investment Consulting Inc.7$3.37K0.00%−1−12.5%Reduced
Pacific Center for Financial Services7$3.37K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC7$3.37K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$3.37K0.00%+1+16.7%Added
Avion Wealth9$4.00K0.00%+2+28.6%Added
Albion Financial Group9$4.34K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC9$4.34K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC9$4.34K0.00%00.0%Unchanged
First Pacific Financial9$4.34K0.00%+9New
Fairway Wealth LLC9$4.34K0.00%+9New
Glen Eagle Advisors, LLC9$4.34K0.00%+9New
Abound Wealth Management9$4.34K0.00%−9−50.0%Reduced
Versant Capital Management, Inc10$4.82K0.00%−4−28.6%Reduced
Independence Bank of Kentucky10$4.82K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC10$4.82K0.01%00.0%Unchanged
Geneos Wealth Management Inc.10$4.82K0.00%+6+150.0%Added
Gilliland Jeter Wealth Management LLC10$4.82K0.00%+10New
Delta Asset Management LLC11$5.30K0.00%−1−8.3%Reduced
Eukles Asset Management11$5.30K0.00%00.0%Unchanged
Bullock Wealth Management Group11$5.38K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC12$5.78K0.00%00.0%Unchanged
Kings Path Partners LLC12$5.78K0.00%+12New
Migdal Insurance & Financial Holdings Ltd.13$6.00K0.00%+13New
Key Financial Inc13$6.26K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC14$6.74K0.00%−238−94.4%Reduced
Evergreen Private Wealth LLC14$6.75K0.00%00.0%Unchanged
Davidson Capital Management Inc.14$6.75K0.00%+1+7.7%Added
Stuart Chaussee & Associates, Inc.15$7.23K0.00%00.0%Unchanged
Salem Investment Counselors Inc15$7.23K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC17$8.19K0.00%+10+142.9%Added
Unique Wealth Strategies, LLC15$8.42K0.00%+15New
Manchester Capital Management LLC18$8.67K0.00%+1+5.9%Added
Rakuten Securities, Inc.19$9.15K0.00%−5−20.8%Reduced
Hobbs Group Advisors, LLC19$9.15K0.00%+19New
Carmichael Hill & Associates, Inc.19$9.15K0.00%00.0%Unchanged
Oakworth Capital, Inc.20$9.63K0.00%00.0%Unchanged
Private Wealth Management Group, LLC20$9.63K0.00%00.0%Unchanged
LRI Investments, LLC20$9.63K0.00%00.0%Unchanged
Front Row Advisors LLC20$9.63K0.00%+20New
Caitlin John, LLC20$9.67K0.01%00.0%Unchanged
Colonial Trust Co20$9.72K0.00%+19+1,900.0%Added
Harbor Investment Advisory, LLC21$10.1K0.00%−1−4.5%Reduced
Meeder Asset Management Inc23$11.1K0.00%00.0%Unchanged
Asset Dedication, LLC24$11.6K0.00%00.0%Unchanged
Trust Co of Vermont25$12.0K0.00%00.0%Unchanged
LGT Financial Advisors LLC25$12.0K0.03%00.0%Unchanged
Princeton Global Asset Management LLC26$12.5K0.00%00.0%Unchanged
GW&K Investment Management, LLC28$13.0K0.00%+3+12.0%Added
CoreCap Advisors, LLC30$14.5K0.00%+16+114.3%Added
Studio Investment Management LLC30$14.5K0.00%+30New
GPS Wealth Strategies Group, LLC31$14.7K0.00%00.0%Unchanged
Raleigh Capital Management Inc.31$14.9K0.01%−6−16.2%Reduced