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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 3,187 | $1.53M | 0.02% | +111+3.6% | Added |
| Entropy Technologies, LP | 3,188 | $1.54M | 0.17% | −2,829−47.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,205 | $1.54M | 0.95% | +3,205 | New |
| Segment Wealth Management, LLC | 3,257 | $1.57M | 0.12% | +101+3.2% | Added |
| Kirtland Hills Capital Management, LLC | 3,318 | $1.60M | 1.33% | +43+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,331 | $1.60M | 0.00% | −284−7.9% | Reduced |
| Bessemer Group Inc | 3,339 | $1.61M | 0.00% | +304+10.0% | Added |
| PFG Advisors | 3,415 | $1.65M | 0.11% | −22−0.6% | Reduced |
| AE Wealth Management LLC | 3,456 | $1.66M | 0.02% | +620+21.9% | Added |
| Alliance Wealth Advisors, LLC | 3,505 | $1.69M | 0.50% | +3,505 | New |
| Dash Acquisitions Inc. | 3,378 | $1.70M | 0.47% | +3,378 | New |
| Apollon Wealth Management, LLC | 3,543 | $1.71M | 0.05% | +546+18.2% | Added |
| Ofi Invest Asset Management | 3,815 | $1.71M | 0.05% | +3,815 | New |
| Garrison Asset Management, LLC | 3,583 | $1.73M | 0.91% | +48+1.4% | Added |
| Janney Montgomery Scott LLC | 3,588 | $1.73M | 0.01% | −269−7.0% | Reduced |
| Verition Fund Management LLC | 3,680 | $1.77M | 0.01% | +134+3.8% | Added |
| Change Path, LLC | 3,681 | $1.77M | 0.09% | −177−4.6% | Reduced |
| Canandaigua National Bank & Trust Co | 3,749 | $1.81M | 0.20% | +1,106+41.8% | Added |
| Norinchukin Bank, The | 3,753 | $1.81M | 0.05% | −16,222−81.2% | Reduced |
| Lecap Asset Management Ltd | 3,769 | $1.82M | 0.39% | +3,769 | New |
| Sanctuary Advisors, LLC | 3,861 | $1.84M | 0.01% | +3,861 | New |
| Wolverine Trading, LLC | 3,842 | $1.85M | 0.03% | +2,984+347.8% | Added |
| Allspring Global Investments Holdings, LLC | 3,856 | $1.86M | 0.00% | −44,745−92.1% | Reduced |
| La Banque Postale Asset Management SA | 3,856 | $1.86M | 0.08% | +2,468+177.8% | Added |
| Two Sigma Securities, LLC | 3,858 | $1.86M | 0.09% | +3,858 | New |
| Eqis Capital Management, Inc. | 3,865 | $1.86M | 0.15% | +186+5.1% | Added |
| MV Capital Management, Inc. | 3,886 | $1.87M | 0.21% | +66+1.7% | Added |
| Value Partners Investments Inc. | 3,909 | $1.88M | 0.16% | +1,259+47.5% | Added |
| Aurora Investment Managers, LLC. | 3,962 | $1.91M | 1.37% | −88−2.2% | Reduced |
| Fox Run Management, L.L.C. | 3,980 | $1.92M | 0.36% | +3,980 | New |
| New Mexico Educational Retirement Board | 4,000 | $1.93M | 0.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 4,021 | $1.94M | 0.05% | +144+3.7% | Added |
| Swiss Life Asset Management Ltd | 4,050 | $1.95M | 0.02% | +1,038+34.5% | Added |
| Allianz SE | 4,075 | $1.96M | 0.06% | 00.0% | Unchanged |
| Bokf, NA | 4,102 | $1.98M | 0.04% | −227−5.2% | Reduced |
| Plato Investment Management Ltd | 4,283 | $2.06M | 0.19% | +96+2.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,239 | $2.06M | 0.01% | −8,607−67.0% | Reduced |
| City Holding Co | 4,305 | $2.07M | 0.31% | −354−7.6% | Reduced |
| LGT Fund Management Co Ltd. | 4,326 | $2.08M | 0.26% | +3,568+470.7% | Added |
| Sumitomo Life Insurance Co | 4,331 | $2.09M | 0.05% | −70−1.6% | Reduced |
| Capital International Sarl | 4,374 | $2.11M | 0.06% | −311−6.6% | Reduced |
| Cornercap Investment Counsel Inc | 4,408 | $2.12M | 0.35% | −83−1.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,442 | $2.14M | 0.00% | +1,982+80.6% | Added |
| Icon Wealth Advisors, LLC | 3,992 | $2.16M | 0.19% | +3,992 | New |
| Louisiana State Employees Retirement System | 4,500 | $2.17M | 0.04% | −100−2.2% | Reduced |
| Freedom Day Solutions, LLC | 4,529 | $2.18M | 0.74% | +202+4.7% | Added |
| Securian Asset Management, Inc | 4,558 | $2.20M | 0.06% | −100−2.1% | Reduced |
| Delta Investment Management, LLC | 4,594 | $2.21M | 0.49% | +4,594 | New |
| E. Ohman J:or Asset Management AB | 4,608 | $2.22M | 0.06% | +1,296+39.1% | Added |
| Keystone Investors Pte Ltd | 4,615 | $2.22M | 0.19% | +1,035+28.9% | Added |
| Groupama Asset Managment | 4,757 | $2.29M | 0.05% | +3,859+429.7% | Added |
| US Bancorp | 4,771 | $2.30M | 0.00% | −799−14.3% | Reduced |
| Alps Advisors Inc | 4,777 | $2.30M | 0.02% | −7−0.1% | Reduced |
| Tocqueville Asset Management L.P. | 4,811 | $2.32M | 0.04% | +4,811 | New |
| Nomura Holdings Inc | 4,841 | $2.33M | 0.01% | +4,210+667.2% | Added |
| Brevan Howard Capital Management LP | 4,852 | $2.34M | 0.15% | −330−6.4% | Reduced |
| QRG Capital Management, Inc. | 4,858 | $2.34M | 0.03% | +218+4.7% | Added |
| Crossmark Global Holdings, Inc. | 4,883 | $2.35M | 0.04% | −107−2.1% | Reduced |
| Ghe, LLC | 4,889 | $2.35M | 0.94% | +76+1.6% | Added |
| Cornerstone Advisors, LLC | 4,900 | $2.36M | 0.10% | −1,200−19.7% | Reduced |
| Wealthfront Advisers LLC | 4,903 | $2.36M | 0.01% | −1,281−20.7% | Reduced |
| K.J. Harrison & Partners Inc | 4,916 | $2.37M | 0.39% | −5,500−52.8% | Reduced |
| Portside Wealth Group, LLC | 4,938 | $2.38M | 0.45% | +4,938 | New |
| Envestnet Portfolio Solutions, Inc. | 4,957 | $2.39M | 0.01% | −1,829−27.0% | Reduced |
| Hartford Investment Management Co | 5,076 | $2.45M | 0.08% | −32−0.6% | Reduced |
| Twinbeech Capital LP | 5,119 | $2.47M | 0.05% | −74,460−93.6% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 5,142 | $2.48M | 2.18% | +5,142 | New |
| UniSuper Management Pty Ltd | 5,143 | $2.48M | 0.02% | +2,445+90.6% | Added |
| Ieq Capital, LLC | 5,170 | $2.49M | 0.03% | +327+6.8% | Added |
| Motley Fool Asset Management LLC | 5,198 | $2.49M | 0.17% | −12,427−70.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,408 | $2.61M | 0.22% | −2,544−32.0% | Reduced |
| Kingfisher Capital LLC | 5,457 | $2.63M | 0.61% | +42+0.8% | Added |
| FourThought Financial Partners, LLC | 5,511 | $2.66M | 0.34% | +897+19.4% | Added |
| Alamar Capital Management, LLC | 5,541 | $2.67M | 1.62% | +5,541 | New |
| Pacer Advisors, Inc. | 5,614 | $2.70M | 0.01% | +240+4.5% | Added |
| First Foundation Advisors | 5,615 | $2.71M | 0.10% | +467+9.1% | Added |
| Scotia Capital Inc. | 5,735 | $2.76M | 0.02% | +5,735 | New |
| Abn Amro Investment Solutions | 5,742 | $2.77M | 0.05% | −1,275−18.2% | Reduced |
| Synovus Financial Corp | 5,802 | $2.79M | 0.04% | +59+1.0% | Added |
| Maryland State Retirement & Pension System | 5,936 | $2.86M | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 5,970 | $2.88M | 0.08% | −36−0.6% | Reduced |
| MBB Public Markets I LLC | 5,974 | $2.88M | 0.06% | +5,585+1,435.7% | Added |
| Natixis | 6,070 | $2.92M | 0.02% | −1,958−24.4% | Reduced |
| Mizuho Securities USA LLC | 6,104 | $2.94M | 0.07% | +6,104 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 6,175 | $2.97M | 0.01% | −13,221−68.2% | Reduced |
| Mediolanum International Funds Ltd | 6,593 | $3.00M | 0.05% | +857+14.9% | Added |
| Tower Research Capital LLC (TRC) | 6,280 | $3.03M | 0.05% | +4,487+250.3% | Added |
| Kestra Advisory Services, LLC | 6,304 | $3.04M | 0.02% | +3,974+170.6% | Added |
| Teachers Retirement System of the State of Kentucky | 6,319 | $3.04M | 0.03% | −178−2.7% | Reduced |
| Assetmark, Inc | 6,326 | $3.05M | 0.01% | +809+14.7% | Added |
| Advisor Group Holdings, Inc. | 6,394 | $3.08M | 0.01% | −753−10.5% | Reduced |
| Solidarilty Wealth, LLC | 6,400 | $3.08M | 0.94% | −500−7.2% | Reduced |
| Knollwood Investment Advisory, LLC | 6,597 | $3.18M | 0.35% | +5,052+327.0% | Added |
| Gulf International Bank (UK) Ltd | 6,607 | $3.18M | 0.08% | 00.0% | Unchanged |
| PGGM Investments | 6,640 | $3.20M | 0.05% | −485−6.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,687 | $3.22M | 0.01% | −23,769−78.0% | Reduced |
| Quantbot Technologies LP | 6,702 | $3.23M | 0.16% | −3,247−32.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,733 | $3.24M | 0.00% | −1,118−14.2% | Reduced |
| Ossiam | 6,747 | $3.25M | 0.06% | −5,939−46.8% | Reduced |
| Oregon Public Employees Retirement Fund | 6,791 | $3.27M | 0.06% | −10.0% | Reduced |