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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 1,601 | $771.3K | 0.02% | −1,385−46.4% | Reduced |
| EPG Wealth Management LLC | 0 | $776.0K | 0.18% | −1,495−100.0% | Reduced |
| Diversify Wealth Management, LLC | 1,504 | $778.2K | 0.10% | +1,504 | New |
| Coldstream Capital Management Inc | 1,630 | $785.2K | 0.02% | −543−25.0% | Reduced |
| Strategic Wealth Designers | 1,657 | $794.3K | 0.10% | +1,657 | New |
| Garda Capital Partners LP | 1,659 | $799.2K | 0.43% | +1,659 | New |
| Ballentine Partners, LLC | 1,669 | $804.0K | 0.01% | −158−8.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,677 | $807.9K | 0.06% | +752+81.3% | Added |
| Norden Group LLC | 1,679 | $808.9K | 0.16% | +1,679 | New |
| Harel Insurance Investments & Financial Services Ltd. | 1,673 | $814.0K | 0.02% | +366+28.0% | Added |
| RB Capital Management, LLC | 1,693 | $815.6K | 0.21% | −5−0.3% | Reduced |
| NewEdge Wealth, LLC | 1,727 | $832.0K | 0.02% | +1,055+157.0% | Added |
| Principal Securities, Inc. | 1,751 | $843.3K | 0.02% | +900+105.8% | Added |
| Ostrum Asset Management | 1,778 | $856.6K | 0.07% | +210+13.4% | Added |
| Numerai GP LLC | 1,780 | $857.5K | 0.31% | +1,780 | New |
| Boothbay Fund Management, LLC | 1,790 | $862.3K | 0.03% | +1,790 | New |
| Marshall Wace, LLP | 1,805 | $869.6K | 0.00% | +1,805 | New |
| Meeder Advisory Services, Inc. | 1,855 | $893.7K | 0.06% | +407+28.1% | Added |
| Guggenheim Capital LLC | 1,867 | $899.4K | 0.01% | −687−26.9% | Reduced |
| Avantax Advisory Services, Inc. | 1,883 | $907.0K | 0.01% | +1,883 | New |
| Liberty Wealth Management LLC | 1,883 | $907.0K | 0.17% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 1,893 | $907.4K | 0.84% | −39−2.0% | Reduced |
| SpiderRock Advisors, LLC | 1,888 | $909.7K | 0.02% | +851+82.1% | Added |
| Buckley Wealth Management, LLC | 1,900 | $915.3K | 0.29% | +70+3.8% | Added |
| Navellier & Associates Inc | 1,904 | $917.3K | 0.11% | −49−2.5% | Reduced |
| Personal Cfo Solutions, LLC | 1,912 | $921.1K | 0.14% | +1,390+266.3% | Added |
| Captrust Financial Advisors | 1,928 | $928.7K | 0.00% | +576+42.6% | Added |
| Sompo Asset Management Co., Ltd. | 1,940 | $934.6K | 0.16% | +190+10.9% | Added |
| Frank, Rimerman Advisors LLC | 1,951 | $939.9K | 0.07% | +1,943+24,287.5% | Added |
| Achmea Investment Management B.V. | 1,951 | $940.0K | 0.02% | +354+22.2% | Added |
| Intech Investment Management LLC | 1,963 | $945.7K | 0.01% | −3,343−63.0% | Reduced |
| Monumental Financial Group Inc. | 1,987 | $957.2K | 0.42% | −244−10.9% | Reduced |
| Keybank National Association | 2,011 | $968.8K | 0.00% | +220+12.3% | Added |
| Sequoia Financial Advisors, LLC | 2,016 | $971.4K | 0.01% | +142+7.6% | Added |
| Kingswood Wealth Advisors, LLC | 2,031 | $978.4K | 0.09% | +152+8.1% | Added |
| Advisors Asset Management, Inc. | 2,044 | $984.7K | 0.02% | +1,026+100.8% | Added |
| TD Private Client Wealth LLC | 2,047 | $986.1K | 0.03% | −3,190−60.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,039 | $988.0K | 0.00% | −2,210−52.0% | Reduced |
| Capital Investment Advisory Services, LLC | 2,057 | $991.0K | 0.10% | +1,445+236.1% | Added |
| Centiva Capital, LP | 2,058 | $991.4K | 0.05% | −1,918−48.2% | Reduced |
| Steel Peak Wealth Management LLC | 2,069 | $996.7K | 0.05% | +816+65.1% | Added |
| Diversified Trust Co | 2,075 | $999.6K | 0.03% | +287+16.1% | Added |
| Robertson Stephens Wealth Management, LLC | 2,092 | $1.01M | 0.05% | +416+24.8% | Added |
| Advisory Services Network, LLC | 2,095 | $1.01M | 0.02% | +437+26.4% | Added |
| Alberta Investment Management Corp | 2,100 | $1.01M | 0.01% | +400+23.5% | Added |
| Meitav Dash Investments Ltd | 2,100 | $1.02M | 0.02% | +2,100 | New |
| Simplicity Wealth,LLC | 2,154 | $1.04M | 0.02% | −260−10.8% | Reduced |
| Bleakley Financial Group, LLC | 2,155 | $1.04M | 0.03% | −272−11.2% | Reduced |
| Dantai Capital Ltd | 2,178 | $1.05M | 1.18% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,188 | $1.05M | 0.00% | −917−29.5% | Reduced |
| Oak Thistle LLC | 2,189 | $1.05M | 0.78% | +2,189 | New |
| Snowden Capital Advisors LLC | 2,198 | $1.06M | 0.03% | +830+60.7% | Added |
| Central Pacific Bank - Trust Division | 2,222 | $1.07M | 0.13% | +55+2.5% | Added |
| Merit Financial Group, LLC | 2,228 | $1.07M | 0.02% | +417+23.0% | Added |
| ProVise Management Group, LLC | 2,234 | $1.08M | 0.09% | 00.0% | Unchanged |
| Scientech Research LLC | 2,249 | $1.08M | 0.22% | +1,469+188.3% | Added |
| Bennett Selby Investments LP | 2,268 | $1.09M | 0.49% | +25+1.1% | Added |
| Pier Capital, LLC | 2,294 | $1.11M | 0.16% | +75+3.4% | Added |
| Stephens Inc | 2,302 | $1.11M | 0.02% | +1,800+358.6% | Added |
| CAPROCK Group, Inc. | 2,310 | $1.11M | 0.05% | +1,336+137.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,355 | $1.13M | 0.01% | +1,587+206.6% | Added |
| RSM US Wealth Management LLC | 2,371 | $1.14M | 0.02% | +2,371 | New |
| Atom Investors LP | 2,372 | $1.14M | 0.11% | +2,372 | New |
| XTX Topco Ltd | 2,381 | $1.15M | 0.10% | +2,381 | New |
| Advisor OS, LLC | 2,415 | $1.16M | 0.13% | +58+2.5% | Added |
| Balyasny Asset Management LLC | 2,429 | $1.17M | 0.00% | −2,620−51.9% | Reduced |
| AXS Investments LLC | 2,439 | $1.17M | 0.33% | +238+10.8% | Added |
| Atria Wealth Solutions, Inc. | 2,443 | $1.18M | 0.01% | +533+27.9% | Added |
| Grove Bank & Trust | 2,480 | $1.19M | 0.19% | +2,415+3,715.4% | Added |
| Metis Global Partners, LLC | 2,490 | $1.20M | 0.04% | −17−0.7% | Reduced |
| SRN Advisors, LLC | 2,495 | $1.20M | 1.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 2,521 | $1.21M | 0.03% | +12+0.5% | Added |
| CWM, LLC | 2,540 | $1.22M | 0.01% | −701−21.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,555 | $1.23M | 0.08% | −55−2.1% | Reduced |
| Regions Financial Corp | 2,558 | $1.23M | 0.01% | +199+8.4% | Added |
| Perpetual Ltd | 2,581 | $1.24M | 0.01% | −163−5.9% | Reduced |
| Mercer Global Advisors Inc | 2,669 | $1.25M | 0.00% | +291+12.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,592 | $1.25M | 0.07% | +369+16.6% | Added |
| Schechter Investment Advisors, LLC | 2,602 | $1.25M | 0.09% | +1,517+139.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,613 | $1.26M | 0.01% | −31−1.2% | Reduced |
| Chartwell Investment Partners, LLC | 2,619 | $1.26M | 0.04% | +381+17.0% | Added |
| Greenleaf Trust | 2,626 | $1.27M | 0.01% | −74−2.7% | Reduced |
| Empirical Finance, LLC | 2,661 | $1.28M | 0.08% | −209−7.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,666 | $1.28M | 0.01% | −2,394−47.3% | Reduced |
| Agf Management Ltd | 2,699 | $1.30M | 0.01% | +1,699+169.9% | Added |
| Omers Administration Corp | 2,746 | $1.32M | 0.01% | +2,746 | New |
| Dynasty Wealth Management, LLC | 2,765 | $1.33M | 0.04% | +2,765 | New |
| Everence Capital Management Inc | 2,937 | $1.37M | 0.09% | 00.0% | Unchanged |
| Privium Fund Management (UK) Ltd | 2,800 | $1.37M | 0.54% | +2,800 | New |
| Verdence Capital Advisors LLC | 2,866 | $1.38M | 0.12% | +1,434+100.1% | Added |
| Fiduciary Trust Co | 2,877 | $1.39M | 0.02% | −212−6.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,888 | $1.39M | 0.00% | +2,416+511.9% | Added |
| Fairbanks Capital Management, Inc. | 2,907 | $1.40M | 0.92% | +67+2.4% | Added |
| Palumbo Wealth Management LLC | 2,938 | $1.42M | 0.60% | +797+37.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,942 | $1.42M | 0.01% | +102+3.6% | Added |
| Pearl River Capital, LLC | 3,011 | $1.45M | 0.23% | +772+34.5% | Added |
| BDF-Gestion | 3,017 | $1.45M | 0.14% | +3,017 | New |
| Resources Investment Advisors, LLC. | 3,028 | $1.46M | 0.02% | +2,033+204.3% | Added |
| Banco Santander, S.A. | 3,030 | $1.46M | 0.02% | +1,107+57.6% | Added |
| E Fund Management Co., Ltd. | 3,153 | $1.52M | 0.08% | −464−12.8% | Reduced |