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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, 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
TRUE Private Wealth Advisors837$403.4K0.05%+40+5.0%Added
MAI Capital Management854$411.6K0.00%−91−9.6%Reduced
Ameritas Investment Partners, Inc.855$411.9K0.01%00.0%Unchanged
Three Seasons Wealth, LLC855$411.9K0.23%+855New
Proequities, Inc.855$411.9K0.03%+671+364.7%Added
Mather Group, LLC.741$415.2K0.01%+49+7.1%Added
Cynosure Management, LLC866$417.2K0.07%+211+32.2%Added
Gilbert & Cook, Inc.868$418.2K0.06%+205+30.9%Added
NorthRock Partners, LLC879$423.5K0.02%+23+2.7%Added
New Century Financial Group, LLC880$423.9K0.18%+880New
Lido Advisors, LLC885$426.5K0.00%+50+6.0%Added
Edgestream Partners, L.P.888$427.8K0.02%−4,726−84.2%Reduced
Pitcairn Co918$442.2K0.03%−33−3.5%Reduced
Emerald Advisers, LLC918$442.2K0.02%−152−14.2%Reduced
Trust Asset Management LLC919$442.7K0.04%00.0%Unchanged
Malaga Cove Capital, LLC944$454.8K0.18%+944New
CNB Bank947$456.2K0.22%+10+1.1%Added
Empirical Asset Management, LLC951$458.3K0.17%+319+50.5%Added
Ci Investments Inc.953$459.0K0.00%−1,878−66.3%Reduced
One Wealth Management Investment & Advisory Services, LLC959$462.0K0.18%+959New
Burney Co961$463.0K0.02%+25+2.7%Added
Sherbrooke Park Advisers LLC968$466.3K0.08%+968New
MJP Associates Inc979$471.7K0.10%+78+8.7%Added
LVW Advisors, LLC990$476.9K0.07%−818−45.2%Reduced
Blair William & Co990$477.1K0.00%−331−25.1%Reduced
Wallace Advisory Group, LLC995$479.3K0.35%+995New
Evercore Wealth Management, LLC999$481.3K0.01%−59−5.6%Reduced
Harbor Advisors LLC1,000$481.8K0.09%00.0%Unchanged
Dana Investment Advisors, Inc.1,008$485.6K0.02%00.0%Unchanged
Bradley Foster & Sargent Inc1,019$490.9K0.01%−196−16.1%Reduced
Transcend Wealth Collective, LLC1,027$494.8K0.04%+1,027New
Intellectus Partners, LLC1,038$500.1K0.14%+1,038New
Graypoint LLC1,045$503.3K0.03%+629+151.2%Added
RFG Advisory, LLC1,049$505.4K0.02%−37−3.4%Reduced
Stanley-Laman Group, Ltd.1,071$516.0K0.07%+2+0.2%Added
Pinnacle Associates Ltd1,078$519.3K0.01%−228−17.5%Reduced
Legacy Advisors, LLC1,080$520.3K0.06%+295+37.6%Added
Ritholtz Wealth Management1,095$527.6K0.02%−3,051−73.6%Reduced
HighPoint Advisor Group LLC971$530.0K0.03%+519+114.8%Added
Oak Ridge Investments LLC1,103$531.4K0.05%+3+0.3%Added
Applied Finance Capital Management, LLC1,109$534.3K0.02%+1,109New
WSFS Capital Management, LLC1,121$540.0K0.03%+1,121New
Prelude Capital Management, LLC1,127$542.9K0.05%+1,127New
Wedmont Private Capital1,088$546.2K0.03%−154−12.4%Reduced
Wealthspire Advisors, LLC1,138$548.4K0.01%−80−6.6%Reduced
Gsa Capital Partners LLP1,142$550.0K0.04%+1,142New
Beacon Pointe Advisors, LLC1,142$550.2K0.01%+38+3.4%Added
HB Wealth Management, LLC1,150$554.0K0.01%+257+28.8%Added
Raymond James Trust N.A.1,156$556.9K0.01%+266+29.9%Added
Leonteq Securities AG1,162$559.8K0.08%+950+448.1%Added
Signaturefd, LLC1,168$562.9K0.01%−62−5.0%Reduced
Strategic Financial Concepts, LLC48,072$570.0K0.00%+48,072New
Cambridge Investment Research Advisors, Inc.1,194$575.0K0.00%−288−19.4%Reduced
Profund Advisors LLC1,197$576.7K0.02%−26−2.1%Reduced
Quantitative Investment Management, LLC1,213$584.0K0.06%+64+5.6%Added
Benin Management CORP1,214$584.8K0.18%+1,214New
Birinyi Associates Inc1,255$604.5K0.18%+1+0.1%Added
Horizon Investments, LLC1,274$613.8K0.02%+11+0.9%Added
Harbor Capital Advisors, Inc.1,279$616.0K0.05%+63+5.2%Added
Fidelis Capital Partners, LLC1,180$618.8K0.09%+65+5.8%Added
Gibbs Wealth Management1,286$619.5K0.25%+1,286New
DoubleLine ETF Adviser LP1,309$630.6K0.17%−44−3.3%Reduced
Axq Capital, LP1,316$634.0K0.15%−1,084−45.2%Reduced
Hennion & Walsh Asset Management, Inc.1,331$641.2K0.03%−91−6.4%Reduced
Flputnam Investment Management Co1,349$650.0K0.01%−6−0.4%Reduced
Ellevest, Inc.1,355$652.8K0.04%+95+7.5%Added
Meiji Yasuda Asset Management Co Ltd.1,364$657.1K0.03%+269+24.6%Added
Kayne Anderson Rudnick Investment Management LLC1,367$658.6K0.00%00.0%Unchanged
Moody Lynn & Lieberson, LLC1,368$659.0K0.04%00.0%Unchanged
Institute for Wealth Management, LLC.1,384$666.8K0.09%+232+20.1%Added
First Hawaiian Bank1,398$673.5K0.02%−1,625−53.8%Reduced
Ronald Blue Trust, Inc.1,212$679.3K0.01%+888+274.1%Added
Empowered Funds, LLC1,421$684.6K0.01%−1,417−49.9%Reduced
Cypress Asset Management Inc1,423$685.5K0.18%00.0%Unchanged
Venturi Wealth Management, LLC1,429$688.4K0.04%+1,400+4,827.6%Added
Vestcor Inc1,433$690.0K0.02%00.0%Unchanged
Heartland Bank & Trust Co1,450$698.5K0.40%+14+1.0%Added
GTS Securities LLC1,456$701.4K0.01%+1,456New
Mission Wealth Management, LP1,456$701.6K0.02%+1,456New
BlueSpruce Investments, LP1,461$703.8K0.01%+1,461New
NEOS Investment Management LLC1,462$704.3K0.03%+76+5.5%Added
Signet Financial Management, LLC1,479$712.5K0.10%+93+6.7%Added
Catalyst Capital Advisors LLC1,480$713.0K0.02%−160−9.8%Reduced
Wrapmanager Inc1,488$716.8K0.20%+1,488New
Quintet Private Bank (Europe) S.A.1,299$716.9K0.04%+253+24.2%Added
Hohimer Wealth Management, LLC1,494$719.7K0.17%+1,494New
Americana Partners, LLC1,497$721.2K0.06%+722+93.2%Added
Roberts Capital Advisors, LLC1,293$724.7K0.70%00.0%Unchanged
Pallas Capital Advisors LLC1,459$727.6K0.03%+1,459New
Machina Capital S.A.S.1,522$733.2K0.33%+1,522New
Grandeur Peak Global Advisors, LLC1,524$734.2K0.06%+605+65.8%Added
Veriti Management LLC1,534$739.1K0.05%+140+10.0%Added
Wealth Management Associates, Inc.1,540$741.9K0.35%00.0%Unchanged
Teacher Retirement System of Texas1,540$742.0K0.00%−25,628−94.3%Reduced
Natixis Investment Managers International1,552$747.7K0.06%−985−38.8%Reduced
Vestmark Advisory Solutions, Inc.1,555$749.1K0.03%+1,047+206.1%Added
Texas Capital Bancshares Inc1,559$751.0K0.31%+29+1.9%Added
Wetherby Asset Management Inc1,562$752.5K0.04%−111−6.6%Reduced
Copperwynd Financial, LLC1,408$761.4K0.25%+1,408New
nVerses Capital, LLC1,600$770.8K0.46%+1,600New