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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 453 | $218.3K | 0.01% | +15+3.4% | Added |
| Algert Global LLC | 469 | $225.9K | 0.01% | −7−1.5% | Reduced |
| Hamilton Capital Partners Inc. | 470 | $226.4K | 0.02% | +470 | New |
| Conning Inc. | 479 | $230.8K | 0.01% | +19+4.1% | Added |
| Equitable Trust Co | 487 | $234.6K | 0.02% | +487 | New |
| Salvus Wealth Management, LLC | 491 | $236.5K | 0.16% | +491 | New |
| Siemens Fonds Invest GmbH | 496 | $238.9K | 0.02% | −340−40.7% | Reduced |
| Ibex Investors LLC | 500 | $240.9K | 0.25% | +500 | New |
| Castleview Partners, LLC | 503 | $242.3K | 0.14% | +503 | New |
| New World Advisors LLC | 505 | $243.3K | 0.07% | +505 | New |
| Atlantic Union Bankshares Corp | 506 | $243.8K | 0.02% | −2,973−85.5% | Reduced |
| Clear Rock Advisors, LLC | 507 | $244.2K | 0.10% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 509 | $245.2K | 0.05% | +509 | New |
| Boston Private Wealth LLC | 510 | $245.7K | 0.01% | −221−30.2% | Reduced |
| EP Wealth Advisors, LLC | 512 | $246.5K | 0.00% | +68+15.3% | Added |
| Fukoku Mutual Life Insurance Co | 515 | $248.1K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 515 | $248.1K | 0.00% | +1+0.2% | Added |
| Teza Capital Management LLC | 521 | $251.0K | 0.03% | −5,594−91.5% | Reduced |
| Kathmere Capital Management, LLC | 527 | $253.9K | 0.03% | +125+31.1% | Added |
| ORG Partners LLC | 532 | $255.0K | 0.03% | +532 | New |
| Chilton Investment Co LLC | 530 | $255.3K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 465 | $258.0K | 0.11% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 539 | $259.6K | 0.19% | +35+6.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 539 | $259.7K | 0.01% | +539 | New |
| Whittier Trust Co of Nevada Inc | 540 | $260.1K | 0.01% | +7+1.3% | Added |
| Capital Advisors, Ltd. LLC | 542 | $261.0K | 0.03% | +20+3.8% | Added |
| Clarius Group, LLC | 543 | $261.6K | 0.02% | −4−0.7% | Reduced |
| Westpac Banking Corp | 557 | $268.3K | 0.02% | +102+22.4% | Added |
| Symmetry Partners, LLC | 563 | $271.0K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 566 | $272.9K | 0.02% | −15−2.6% | Reduced |
| Valeo Financial Advisors, LLC | 568 | $273.9K | 0.01% | −72−11.3% | Reduced |
| Integrated Wealth Concepts LLC | 572 | $275.4K | 0.00% | +572 | New |
| Fenimore Asset Management Inc | 572 | $275.6K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 573 | $276.0K | 0.14% | +573 | New |
| Jones Financial Companies LLLP | 575 | $276.8K | 0.00% | +526+1,073.5% | Added |
| Perigon Wealth Management, LLC | 578 | $278.5K | 0.01% | −59−9.3% | Reduced |
| Wealth Alliance | 580 | $279.2K | 0.04% | +580 | New |
| Crestmont Private Wealth LLC | 580 | $279.4K | 0.13% | +9+1.6% | Added |
| Whittier Trust Co | 581 | $279.9K | 0.00% | +236+68.4% | Added |
| Gotham Asset Management, LLC | 582 | $280.4K | 0.00% | −319−35.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 583 | $280.9K | 0.01% | −15,412−96.4% | Reduced |
| Independent Advisor Alliance | 590 | $284.2K | 0.01% | +42+7.7% | Added |
| World Equity Group, Inc. | 600 | $289.1K | 0.09% | −3−0.5% | Reduced |
| WJ Wealth Management, LLC | 600 | $289.1K | 0.11% | 00.0% | Unchanged |
| Sigma Planning Corp | 608 | $293.0K | 0.01% | −14−2.3% | Reduced |
| Brown Brothers Harriman & Co | 609 | $293.4K | 0.00% | −54−8.1% | Reduced |
| ClearAlpha Technologies LP | 617 | $297.2K | 0.12% | +617 | New |
| Commerzbank Aktiengesellschaft | 618 | $298.0K | 0.01% | +21+3.5% | Added |
| Redwood Investments, LLC | 1,656 | $298.7K | 0.10% | −6,905−80.7% | Reduced |
| NBC Securities, Inc. | 633 | $304.0K | 0.03% | +602+1,941.9% | Added |
| JSF Financial, LLC | 633 | $304.9K | 0.09% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 634 | $305.4K | 0.10% | −61−8.8% | Reduced |
| Occudo Quantitative Strategies LP | 635 | $305.9K | 0.05% | +635 | New |
| Parallel Advisors, LLC | 637 | $306.8K | 0.01% | −24−3.6% | Reduced |
| Axxcess Wealth Management, LLC | 637 | $306.8K | 0.01% | −13,468−95.5% | Reduced |
| Virtue Capital Management, LLC | 567 | $308.6K | 0.05% | −6−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 572 | $309.2K | 0.02% | +104+22.2% | Added |
| SageView Advisory Group, LLC | 643 | $309.6K | 0.01% | −5,739−89.9% | Reduced |
| Apeiron RIA LLC | 649 | $312.9K | 0.10% | +5+0.8% | Added |
| Farther Finance Advisors, LLC | 658 | $315.5K | 0.02% | +255+63.3% | Added |
| Peapack Gladstone Financial Corp | 661 | $318.0K | 0.00% | +661 | New |
| Meridian Wealth Management, LLC | 664 | $319.6K | 0.04% | +664 | New |
| Parallax Volatility Advisers, L.P. | 667 | $321.3K | 0.01% | −869−56.6% | Reduced |
| Gen-Wealth Partners Inc | 686 | $330.5K | 0.16% | +208+43.5% | Added |
| Summit Trail Advisors, LLC | 686 | $330.5K | 0.01% | +174+34.0% | Added |
| Beverly Hills Private Wealth, LLC | 689 | $331.9K | 0.07% | −57−7.6% | Reduced |
| DRW Securities, LLC | 690 | $332.1K | 0.02% | +690 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $337.2K | 0.13% | −300−30.0% | Reduced |
| Connecticut Wealth Management, LLC | 705 | $339.8K | 0.02% | −298−29.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 710 | $342.0K | 0.03% | +710 | New |
| Citizens Financial Group Inc | 712 | $343.0K | 0.01% | +712 | New |
| Edmond de Rothschild Holding S.A. | 718 | $345.9K | 0.01% | −1,074−59.9% | Reduced |
| Quadrant Capital Group LLC | 724 | $348.8K | 0.03% | +56+8.4% | Added |
| Woodline Partners LP | 725 | $349.3K | 0.00% | −66−8.3% | Reduced |
| Bryn Mawr Trust Co | 728 | $350.7K | 0.01% | −123−14.5% | Reduced |
| Checchi Capital Advisers, LLC | 736 | $354.6K | 0.03% | −33−4.3% | Reduced |
| SFMG, LLC | 736 | $354.6K | 0.03% | −1−0.1% | Reduced |
| Nebula Research & Development LLC | 744 | $358.4K | 0.06% | +744 | New |
| Syon Capital LLC | 746 | $359.4K | 0.03% | +39+5.5% | Added |
| TD Waterhouse Canada Inc. | 750 | $359.6K | 0.00% | +527+236.3% | Added |
| Sage Mountain Advisors LLC | 748 | $360.3K | 0.03% | +220+41.7% | Added |
| Permanent Capital Management, LP | 636 | $366.8K | 0.08% | +636 | New |
| Exchange Traded Concepts, LLC | 762 | $367.1K | 0.01% | +131+20.8% | Added |
| OneAscent Financial Services LLC | 766 | $369.0K | 0.05% | +227+42.1% | Added |
| Tectonic Advisors LLC | 770 | $371.0K | 0.03% | +770 | New |
| Diversify Advisory Services, LLC | 764 | $373.7K | 0.02% | +764 | New |
| Elk River Wealth Management, LLC | 780 | $375.8K | 0.07% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 788 | $379.6K | 0.02% | +390+98.0% | Added |
| Davy Global Fund Management Ltd | 794 | $382.5K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 798 | $384.5K | 0.00% | +152+23.5% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 800 | $385.4K | 0.01% | −159−16.6% | Reduced |
| D.B. Root & Company, LLC | 804 | $387.3K | 0.13% | +804 | New |
| Aviso Financial Inc. | 805 | $387.6K | 0.02% | +805 | New |
| Baker Tilly Wealth Management, LLC | 809 | $389.8K | 0.16% | +809 | New |
| Cigna Investments Inc | 809 | $390.0K | 0.07% | −10−1.2% | Reduced |
| Boit C F David | 810 | $390.2K | 0.20% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 813 | $391.7K | 0.03% | +197+32.0% | Added |
| Geller Advisors LLC | 816 | $393.1K | 0.03% | +19+2.4% | Added |
| Private Advisor Group, LLC | 816 | $393.5K | 0.00% | −137−14.4% | Reduced |
| Winslow Capital Management, LLC | 821 | $395.5K | 0.00% | −451,532−99.8% | Reduced |