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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 31 | $14.9K | 0.01% | +22+244.4% | Added |
| Financial Management Professionals, Inc. | 32 | $15.0K | 0.00% | −2−5.9% | Reduced |
| Anchor Investment Management, LLC | 35 | $16.9K | 0.00% | −43−55.1% | Reduced |
| Carolinas Wealth Consulting LLC | 39 | $18.8K | 0.00% | −67−63.2% | Reduced |
| Bell Investment Advisors, Inc | 39 | $18.8K | 0.00% | +1+2.6% | Added |
| Washington Trust Co | 41 | $19.8K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 42 | $20.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $21.2K | 0.00% | −9−17.0% | Reduced |
| NVWM, LLC | 46 | $22.2K | 0.01% | +6+15.0% | Added |
| Rise Advisors, LLC | 47 | $22.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $23.1K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 54 | $26.0K | 0.00% | −142−72.4% | Reduced |
| Group One Trading, L.P. | 54 | $26.0K | 0.00% | +54 | New |
| Private Trust Co NA | 57 | $27.5K | 0.00% | −87−60.4% | Reduced |
| HWG Holdings LP | 57 | $27.5K | 0.01% | +57 | New |
| Planning Capital Management Corp | 57 | $27.5K | 0.02% | +57 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $28.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61 | $29.4K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 79 | $38.1K | 0.01% | +79 | New |
| Arlington Trust Co LLC | 80 | $38.5K | 0.01% | −63−44.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 80 | $38.5K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 80 | $38.5K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 81 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 82 | $39.5K | 0.02% | +82 | New |
| Spire Wealth Management | 85 | $40.9K | 0.00% | −95−52.8% | Reduced |
| First United Bank Trust | 85 | $40.9K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 86 | $41.0K | 0.04% | +79+1,128.6% | Added |
| Quest Partners LLC | 87 | $41.9K | 0.01% | −1,775−95.3% | Reduced |
| SRS Capital Advisors, Inc. | 89 | $42.9K | 0.00% | +48+117.1% | Added |
| Optiver Holding B.V. | 95 | $45.8K | 0.00% | −24−20.2% | Reduced |
| Global Retirement Partners, LLC | 97 | $46.7K | 0.00% | −255−72.4% | Reduced |
| Financial Network Wealth Advisors LLC | 102 | $49.4K | 0.04% | +102 | New |
| Barrett & Company, Inc. | 106 | $51.2K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 112 | $54.0K | 0.00% | +15+15.5% | Added |
| Quent Capital, LLC | 115 | $55.5K | 0.01% | +15+15.0% | Added |
| Global Financial Private Client, LLC | 117 | $56.4K | 0.02% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 118 | $57.0K | 0.06% | +19+19.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 121 | $58.3K | 0.00% | −100−45.2% | Reduced |
| Caldwell Trust Co | 130 | $62.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 132 | $63.6K | 0.01% | +72+120.0% | Added |
| Kelly Financial Services LLC | 133 | $64.0K | 0.02% | +24+22.0% | Added |
| Riverview Trust Co | 133 | $64.1K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 135 | $65.0K | 0.01% | +135 | New |
| Sunbelt Securities, Inc. | 150 | $72.3K | 0.01% | −55−26.8% | Reduced |
| Tobam | 151 | $73.0K | 0.01% | +151 | New |
| Acima Private Wealth, LLC | 153 | $73.7K | 0.03% | 00.0% | Unchanged |
| Park Place Capital Corp | 157 | $75.6K | 0.02% | −96−37.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 165 | $79.5K | 0.00% | +165 | New |
| Dunhill Financial, LLC | 167 | $80.5K | 0.05% | +159+1,987.5% | Added |
| JFS Wealth Advisors, LLC | 173 | $83.3K | 0.01% | −3−1.7% | Reduced |
| Parkside Financial Bank & Trust | 175 | $84.3K | 0.01% | −16−8.4% | Reduced |
| Alta Advisers Ltd | 200 | $96.3K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 211 | $101.7K | 0.03% | +211 | New |
| Covestor Ltd | 215 | $104.0K | 0.07% | +39+22.2% | Added |
| Cromwell Holdings LLC | 224 | $107.9K | 0.06% | +224 | New |
| Benjamin F. Edwards & Company, Inc. | 227 | $109.0K | 0.00% | +8+3.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 227 | $109.4K | 0.03% | +79+53.4% | Added |
| Ashton Thomas Private Wealth, LLC | 232 | $111.8K | 0.01% | +232 | New |
| Lindbrook Capital, LLC | 233 | $112.2K | 0.01% | −66−22.1% | Reduced |
| CVA Family Office, LLC | 233 | $112.2K | 0.02% | −40−14.7% | Reduced |
| Smartleaf Asset Management LLC | 233 | $113.4K | 0.02% | +92+65.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 245 | $118.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $118.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 245 | $118.0K | 0.00% | +6+2.5% | Added |
| Godsey & Gibb Associates | 250 | $120.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 246 | $122.0K | 0.00% | +9+3.8% | Added |
| EntryPoint Capital, LLC | 270 | $130.1K | 0.06% | +49+22.2% | Added |
| GAMMA Investing LLC | 279 | $134.4K | 0.02% | +59+26.8% | Added |
| Motco | 284 | $136.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 288 | $138.7K | 0.00% | −61−17.5% | Reduced |
| JCIC Asset Management Inc. | 295 | $142.1K | 0.06% | +30+11.3% | Added |
| Washington Trust Advisors, Inc. | 300 | $144.5K | 0.01% | −66−18.0% | Reduced |
| Harbour Investments, Inc. | 316 | $152.2K | 0.01% | +21+7.1% | Added |
| Clearstead Advisors, LLC | 334 | $160.9K | 0.00% | +249+292.9% | Added |
| Huntington National Bank | 339 | $163.3K | 0.00% | +110+48.0% | Added |
| Sentry Investment Management LLC | 344 | $166.0K | 0.07% | −71−17.1% | Reduced |
| Zions Bancorporation, N.A. | 345 | $166.2K | 0.01% | −332−49.0% | Reduced |
| Montag A & Associates Inc | 350 | $168.6K | 0.01% | −139−28.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 350 | $169.0K | 0.10% | −744−68.0% | Reduced |
| Penserra Capital Management LLC | 363 | $175.0K | 0.00% | +4+1.1% | Added |
| IFP Advisors, Inc | 395 | $190.4K | 0.01% | +183+86.3% | Added |
| Toth Financial Advisory Corp | 412 | $198.5K | 0.03% | +240+139.5% | Added |
| Smithfield Trust Co | 417 | $200.0K | 0.01% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 419 | $201.8K | 0.22% | +419 | New |
| Fishman Jay A Ltd | 420 | $202.3K | 0.02% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 421 | $202.8K | 0.00% | +85+25.3% | Added |
| Principal Street Partners, LLC | 422 | $203.3K | 0.04% | −4−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 423 | $204.0K | 0.01% | +20+5.0% | Added |
| First Trust Investment Solutions L.P. | 424 | $204.3K | 0.03% | −2−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 425 | $204.7K | 0.01% | −12−2.7% | Reduced |
| Keel Point, LLC | 379 | $207.2K | 0.02% | −2−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 434 | $209.1K | 0.00% | −34−7.3% | Reduced |
| OneAscent Wealth Management LLC | 435 | $210.0K | 0.11% | +435 | New |
| V-Square Quantitative Management LLC | 437 | $210.5K | 0.03% | +37+9.3% | Added |
| Quarry LP | 437 | $210.5K | 0.09% | +418+2,200.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 394 | $211.0K | 0.00% | −2,160−84.6% | Reduced |
| Azzad Asset Management Inc | 442 | $213.1K | 0.03% | +442 | New |
| Flagship Harbor Advisors, LLC | 443 | $213.2K | 0.01% | −27−5.7% | Reduced |
| Angeles Wealth Management, LLC | 444 | $213.9K | 0.02% | +444 | New |
| Gryphon Financial Partners LLC | 450 | $216.9K | 0.03% | −38−7.8% | Reduced |