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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 6,926 | $3.34M | 0.05% | +2,114+43.9% | Added |
| Fifth Third Bancorp | 6,965 | $3.36M | 0.01% | −260−3.6% | Reduced |
| Tsai Capital Corp | 7,011 | $3.38M | 3.33% | +1,629+30.3% | Added |
| Ethic Inc. | 7,030 | $3.39M | 0.08% | +277+4.1% | Added |
| Aquatic Capital Management LLC | 7,040 | $3.39M | 0.13% | −6,640−48.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 7,100 | $3.42M | 0.67% | +354+5.2% | Added |
| Yacktman Asset Management LP | 7,110 | $3.43M | 0.03% | +7,110 | New |
| Clearbridge Investments, LLC | 7,115 | $3.43M | 0.00% | +29+0.4% | Added |
| Candriam Luxembourg S.C.A. | 7,123 | $3.43M | 0.02% | +431+6.4% | Added |
| Davenport & Co LLC | 7,099 | $3.44M | 0.02% | +4,235+147.9% | Added |
| Roundview Capital LLC | 7,160 | $3.45M | 0.27% | +3,972+124.6% | Added |
| Sustainable Insight Capital Management, LLC | 7,200 | $3.47M | 1.74% | +7,200 | New |
| Simplex Trading, LLC | 7,285 | $3.51M | 0.11% | +7,285 | New |
| JustInvest LLC | 7,453 | $3.59M | 0.07% | +1,383+22.8% | Added |
| Shelton Capital Management | 7,568 | $3.65M | 0.10% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 7,800 | $3.76M | 0.01% | +7,800 | New |
| Clear Harbor Asset Management, LLC | 7,907 | $3.81M | 0.33% | +34+0.4% | Added |
| MML Investors Services, LLC | 7,921 | $3.82M | 0.02% | −5,725−42.0% | Reduced |
| Walleye Capital LLC | 7,958 | $3.83M | 0.04% | +642+8.8% | Added |
| CIBC World Markets Inc. | 8,068 | $3.89M | 0.01% | +693+9.4% | Added |
| Jump Financial, LLC | 8,082 | $3.89M | 0.08% | +837+11.6% | Added |
| GWM Advisors LLC | 8,466 | $4.08M | 0.03% | +2,430+40.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,478 | $4.08M | 0.01% | +8,478 | New |
| HRT Financial LP | 8,604 | $4.14M | 0.02% | +7,981+1,281.1% | Added |
| Fortis Capital Management LLC | 8,664 | $4.17M | 0.89% | +5,385+164.2% | Added |
| Walleye Trading LLC | 8,703 | $4.19M | 0.08% | +8,009+1,154.0% | Added |
| Northwest & Ethical Investments L.P. | 8,798 | $4.24M | 0.12% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 8,848 | $4.26M | 0.27% | −138−1.5% | Reduced |
| Level Four Advisory Services, LLC | 8,979 | $4.33M | 0.20% | +1,617+22.0% | Added |
| LGT Group Foundation | 9,080 | $4.37M | 0.07% | −618−6.4% | Reduced |
| Financial Counselors Inc | 9,186 | $4.43M | 0.07% | +1,732+23.2% | Added |
| Donaldson Capital Management, LLC | 9,252 | $4.46M | 0.19% | +593+6.8% | Added |
| Jensen Investment Management Inc | 9,270 | $4.47M | 0.04% | +3,140+51.2% | Added |
| Cetera Investment Advisers | 9,334 | $4.50M | 0.01% | +251+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 9,345 | $4.50M | 0.05% | −5,376−36.5% | Reduced |
| Janus Henderson Group PLC | 9,451 | $4.55M | 0.00% | −397−4.0% | Reduced |
| Vident Advisory, LLC | 9,452 | $4.55M | 0.13% | +99+1.1% | Added |
| Creative Planning | 9,591 | $4.62M | 0.00% | +2,311+31.7% | Added |
| Daiwa Securities Group Inc. | 9,721 | $4.68M | 0.02% | −1,117−10.3% | Reduced |
| Headlands Technologies LLC | 9,749 | $4.70M | 0.50% | +6,610+210.6% | Added |
| Yousif Capital Management, LLC | 9,783 | $4.71M | 0.05% | −165−1.7% | Reduced |
| Baldwin Brothers Inc | 9,807 | $4.72M | 0.37% | −232−2.3% | Reduced |
| Advisors Capital Management, LLC | 9,855 | $4.75M | 0.08% | +504+5.4% | Added |
| Worldquant Millennium Advisors LLC | 9,885 | $4.76M | 0.04% | −54,173−84.6% | Reduced |
| Nissay Asset Management Corp | 9,888 | $4.76M | 0.03% | +263+2.7% | Added |
| Mutual of America Capital Management LLC | 9,989 | $4.81M | 0.05% | −2,763−21.7% | Reduced |
| CWM Advisors, LLC | 10,020 | $4.83M | 0.56% | +699+7.5% | Added |
| Cape Cod Five Cents Savings Bank | 10,027 | $4.83M | 0.47% | +2,125+26.9% | Added |
| Prudential PLC | 10,092 | $4.86M | 0.03% | −5,992−37.3% | Reduced |
| Andra AP-fonden | 10,100 | $4.87M | 0.08% | +10,100 | New |
| Fernwood Investment Management, LLC | 10,263 | $4.94M | 1.53% | −21−0.2% | Reduced |
| Ascent Wealth Partners, LLC | 10,367 | $4.99M | 0.73% | +9,480+1,068.8% | Added |
| Fred Alger Management, LLC | 10,638 | $5.12M | 0.02% | −2,080−16.4% | Reduced |
| Logan Capital Management Inc | 10,681 | $5.15M | 0.22% | −87−0.8% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,817 | $5.21M | 0.81% | +3,660+51.1% | Added |
| KBC Group NV | 10,917 | $5.26M | 0.02% | +625+6.1% | Added |
| Acadian Asset Management LLC | 10,929 | $5.26M | 0.02% | +5,959+119.9% | Added |
| Jacobs Levy Equity Management, Inc | 10,968 | $5.28M | 0.02% | −12,398−53.1% | Reduced |
| State of Alaska, Department of Revenue | 10,990 | $5.29M | 0.06% | +35+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 11,046 | $5.32M | 0.22% | +872+8.6% | Added |
| Engineers Gate Manager LP | 11,177 | $5.38M | 0.12% | −12,809−53.4% | Reduced |
| Mackenzie Financial Corp | 11,295 | $5.44M | 0.01% | +3,092+37.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 11,753 | $5.66M | 0.28% | −14,461−55.2% | Reduced |
| AMG National Trust Bank | 11,771 | $5.67M | 0.15% | −74−0.6% | Reduced |
| New York Life Investment Management LLC | 11,844 | $5.71M | 0.06% | −54−0.5% | Reduced |
| Modera Wealth Management, LLC | 11,993 | $5.78M | 0.09% | −15−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 12,071 | $5.82M | 0.01% | +1,497+14.2% | Added |
| DnB Asset Management AS | 12,122 | $5.84M | 0.03% | +423+3.6% | Added |
| EFG Asset Management (Americas) Corp. | 12,186 | $5.87M | 1.15% | +8,417+223.3% | Added |
| Heron Bay Capital Management | 12,361 | $5.95M | 1.27% | +12,361 | New |
| Utah Retirement Systems | 12,607 | $6.07M | 0.07% | −667−5.0% | Reduced |
| Middleton & Co Inc | 12,634 | $6.09M | 0.71% | −240−1.9% | Reduced |
| Cresset Asset Management, LLC | 12,891 | $6.21M | 0.03% | +2,036+18.8% | Added |
| Cambridge Financial Group, Inc. | 12,933 | $6.23M | 2.80% | +670+5.5% | Added |
| ExodusPoint Capital Management, LP | 13,075 | $6.30M | 0.07% | +7,992+157.2% | Added |
| Cerity Partners LLC | 13,196 | $6.36M | 0.02% | −111−0.8% | Reduced |
| Public Sector Pension Investment Board | 13,389 | $6.45M | 0.04% | +981+7.9% | Added |
| Silvant Capital Management LLC | 13,603 | $6.55M | 0.29% | 00.0% | Unchanged |
| United Services Automobile Association | 13,606 | $6.55M | 0.17% | +13,606 | New |
| Texas Capital Bank Wealth Management Services Inc | 13,763 | $6.63M | 0.69% | +751+5.8% | Added |
| SG Americas Securities, LLC | 14,098 | $6.79M | 0.04% | −33,028−70.1% | Reduced |
| Atria Investments LLC | 14,154 | $6.82M | 0.09% | +6,264+79.4% | Added |
| Strategic Global Advisors, LLC | 14,569 | $7.02M | 1.47% | +282+2.0% | Added |
| M&T Bank Corp | 14,984 | $7.22M | 0.02% | +3,469+30.1% | Added |
| Motley Fool Wealth Management, LLC | 14,919 | $7.23M | 0.37% | +172+1.2% | Added |
| Apeiron Capital Ltd | 15,064 | $7.26M | 2.53% | +15,064 | New |
| Czech National Bank | 15,096 | $7.27M | 0.08% | +1,180+8.5% | Added |
| Quadrature Capital Ltd | 15,137 | $7.29M | 0.12% | −11,681−43.6% | Reduced |
| British Columbia Investment Management Corp | 15,173 | $7.31M | 0.04% | +5,730+60.7% | Added |
| CIBC World Markets Corp | 15,189 | $7.32M | 0.05% | −4,942−24.5% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 15,510 | $7.47M | 0.08% | +15,510 | New |
| Pathstone Holdings, LLC | 15,529 | $7.48M | 0.03% | −559−3.5% | Reduced |
| Avanda Investment Management Pte. Ltd. | 15,547 | $7.49M | 1.13% | −2,547−14.1% | Reduced |
| Bell Asset Management Ltd | 15,716 | $7.57M | 1.06% | +2,746+21.2% | Added |
| IFM Investors Pty Ltd | 15,873 | $7.65M | 0.08% | +98+0.6% | Added |
| Rathbone Brothers plc | 16,120 | $7.77M | 0.04% | +16,120 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,431 | $7.92M | 0.09% | −72−0.4% | Reduced |
| Amalgamated Bank | 16,438 | $7.92M | 0.07% | −264−1.6% | Reduced |
| Crestline Management, LP | 16,442 | $7.92M | 0.62% | +13,426+445.2% | Added |
| The PNC Financial Services Group, Inc. | 16,488 | $7.94M | 0.01% | +1,114+7.2% | Added |