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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 16,494 | $7.95M | 0.06% | +272+1.7% | Added |
| Thematics Asset Management | 16,523 | $7.96M | 0.33% | +909+5.8% | Added |
| Progressive Investment Management Corp | 16,562 | $7.98M | 2.11% | −137−0.8% | Reduced |
| First Long Island Investors, LLC | 16,606 | $8.00M | 0.68% | +3,579+27.5% | Added |
| iA Global Asset Management Inc. | 17,126 | $8.25M | 0.16% | +11,560+207.7% | Added |
| ProShare Advisors LLC | 17,212 | $8.29M | 0.02% | +765+4.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,402 | $8.38M | 0.06% | +39+0.2% | Added |
| Retirement Systems of Alabama | 17,477 | $8.42M | 0.03% | +20+0.1% | Added |
| Mariner, LLC | 17,745 | $8.55M | 0.02% | +1,248+7.6% | Added |
| First Horizon Advisors, Inc. | 18,100 | $8.72M | 0.27% | +10.0% | Added |
| United Capital Financial Advisers, LLC | 18,555 | $8.94M | 0.08% | −1,386−7.0% | Reduced |
| Glenmede Trust Co NA | 18,621 | $8.97M | 0.05% | +17,139+1,156.5% | Added |
| Overbrook Management Corp | 18,695 | $9.01M | 2.27% | +18,695 | New |
| Empower Advisory Group, LLC | 19,035 | $9.17M | 0.03% | −226−1.2% | Reduced |
| Marsico Capital Management LLC | 19,431 | $9.36M | 0.28% | +1,167+6.4% | Added |
| Mogy Joel R Investment Counsel Inc | 19,492 | $9.39M | 0.60% | +3,203+19.7% | Added |
| TCW Group Inc | 19,514 | $9.40M | 0.08% | −766−3.8% | Reduced |
| Marks Group Wealth Management, Inc | 19,745 | $9.51M | 1.00% | +1,087+5.8% | Added |
| Moran Wealth Management, LLC | 19,903 | $9.59M | 0.32% | −20,871−51.2% | Reduced |
| RBF Capital, LLC | 20,000 | $9.63M | 0.56% | 00.0% | Unchanged |
| BNP Paribas | 20,019 | $9.64M | 0.49% | +1,174+6.2% | Added |
| Azimuth Capital Investment Management LLC | 20,029 | $9.65M | 0.39% | −9,484−32.1% | Reduced |
| Vinva Investment Management Ltd | 19,913 | $9.69M | 0.50% | +1,816+10.0% | Added |
| 2Xideas AG | 20,257 | $9.76M | 1.22% | +1,478+7.9% | Added |
| FIL Ltd | 20,509 | $9.88M | 0.01% | +20,509 | New |
| Lazard Asset Management LLC | 20,572 | $9.91M | 0.01% | +4,613+28.9% | Added |
| Commerce Bank | 21,147 | $10.2M | 0.07% | +1,742+9.0% | Added |
| Xponance, Inc. | 21,384 | $10.3M | 0.11% | +4,890+29.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,470 | $10.3M | 0.11% | +1,108+5.4% | Added |
| Handelsbanken Fonder AB | 21,689 | $10.4M | 0.05% | +2,722+14.4% | Added |
| Fayez Sarofim & Co | 21,739 | $10.5M | 0.03% | +2,191+11.2% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $10.5M | 1.34% | 00.0% | Unchanged |
| Colony Group, LLC | 22,019 | $10.6M | 0.04% | +16,663+311.1% | Added |
| Spence Asset Management | 188 | $10.6M | 2.66% | −21,681−99.1% | Reduced |
| Corebridge Financial, Inc. | 22,123 | $10.7M | 0.06% | +22,123 | New |
| Credit Agricole S A | 22,156 | $10.7M | 0.07% | +1,257+6.0% | Added |
| Trillium Asset Management, LLC | 22,218 | $10.7M | 0.27% | −18,679−45.7% | Reduced |
| Forsta Ap-Fonden | 22,800 | $11.0M | 0.10% | −1,400−5.8% | Reduced |
| Jefferies Financial Group Inc. | 22,933 | $11.0M | 0.22% | +17,933+358.7% | Added |
| Arizona State Retirement System | 22,967 | $11.1M | 0.07% | +271+1.2% | Added |
| MetLife Investment Management | 23,153 | $11.2M | 0.07% | +3,090+15.4% | Added |
| Comerica Bank | 24,050 | $11.6M | 0.05% | −156−0.6% | Reduced |
| Walter Public Investments Inc. | 24,270 | $11.7M | 2.24% | +5,989+32.8% | Added |
| Hantz Financial Services, Inc. | 25,017 | $12.1M | 0.23% | +24,910+23,280.4% | Added |
| Nisa Investment Advisors, LLC | 26,051 | $12.6M | 0.08% | +136+0.5% | Added |
| Stifel Financial Corp | 26,048 | $12.6M | 0.01% | +7,286+38.8% | Added |
| Resona Asset Management Co.,Ltd. | 26,227 | $12.7M | 0.08% | −1,466−5.3% | Reduced |
| TCG Advisory Services, LLC | 26,915 | $13.0M | 0.63% | −2,034−7.0% | Reduced |
| Oppenheimer Asset Management Inc. | 27,245 | $13.1M | 0.17% | +22,897+526.6% | Added |
| State of Tennessee, Treasury Department | 27,709 | $13.3M | 0.05% | −902−3.2% | Reduced |
| Rafferty Asset Management, LLC | 27,872 | $13.4M | 0.05% | −549−1.9% | Reduced |
| Parnassus Investments | 28,172 | $13.6M | 0.03% | +28,172 | New |
| Bank of Nova Scotia | 28,253 | $13.6M | 0.03% | +749+2.7% | Added |
| Royal London Asset Management Ltd | 28,580 | $13.8M | 0.04% | 00.0% | Unchanged |
| Danske Bank A/S | 28,924 | $13.9M | 0.05% | −19,464−40.2% | Reduced |
| Assenagon Asset Management S.A. | 29,162 | $14.0M | 0.04% | −71,497−71.0% | Reduced |
| State of New Jersey Common Pension Fund D | 29,203 | $14.1M | 0.06% | −16,436−36.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 29,284 | $14.1M | 0.05% | +3,535+13.7% | Added |
| Truist Financial Corp | 29,336 | $14.1M | 0.02% | +3,824+15.0% | Added |
| Castleark Management LLC | 29,549 | $14.2M | 0.58% | +380+1.3% | Added |
| Pittenger & Anderson Inc | 29,643 | $14.3M | 0.59% | +30.0% | Added |
| Asset Management One Co.,Ltd. | 29,694 | $14.3M | 0.05% | −6,916−18.9% | Reduced |
| LPL Financial LLC | 29,831 | $14.4M | 0.01% | −30,808−50.8% | Reduced |
| Brinker Capital Investments, LLC | 29,861 | $14.4M | 0.15% | −483−1.6% | Reduced |
| Orion Portfolio Solutions, LLC | 29,861 | $14.4M | 0.15% | −483−1.6% | Reduced |
| Texas Yale Capital Corp. | 29,976 | $14.4M | 0.69% | +1,545+5.4% | Added |
| Montanaro Asset Management Ltd | 30,475 | $14.7M | 2.74% | +100+0.3% | Added |
| Boston Financial Mangement LLC | 30,544 | $14.7M | 0.47% | +640+2.1% | Added |
| London & Capital Asset Management Ltd | 30,565 | $14.7M | 1.24% | +1,821+6.3% | Added |
| TownSquare Capital, LLC | 31,637 | $15.2M | 0.21% | +30,574+2,876.2% | Added |
| Copeland Capital Management, LLC | 32,144 | $15.5M | 0.29% | +1,184+3.8% | Added |
| Coalescence Partners Investment Management, LP | 33,014 | $15.9M | 13.19% | +33,014 | New |
| Eventide Asset Management, LLC | 33,275 | $16.0M | 0.27% | −45,934−58.0% | Reduced |
| TD Asset Management Inc | 33,862 | $16.3M | 0.02% | +362+1.1% | Added |
| Treasurer of the State of North Carolina | 34,379 | $16.6M | 0.07% | +65+0.2% | Added |
| Man Group plc | 35,472 | $17.1M | 0.05% | −237,632−87.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,825 | $17.2M | 0.16% | −58−0.2% | Reduced |
| Vontobel Holding Ltd. | 35,685 | $17.2M | 0.06% | +2,366+7.1% | Added |
| Capital International Inc | 36,295 | $17.5M | 0.23% | +298+0.8% | Added |
| Dock Street Asset Management Inc | 37,364 | $18.0M | 2.52% | −3,013−7.5% | Reduced |
| Public Employees Retirement System of Ohio | 37,720 | $18.2M | 0.07% | +1,903+5.3% | Added |
| State of Michigan Retirement System | 38,602 | $18.6M | 0.10% | −87,500−69.4% | Reduced |
| Toronto Dominion Bank | 38,694 | $18.6M | 0.03% | −5,926−13.3% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 38,909 | $18.7M | 4.91% | +38,909 | New |
| Investment Management Corp of Ontario | 39,319 | $18.9M | 0.51% | +38,000+2,881.0% | Added |
| Pictet Asset Management Holding SA | 40,102 | $19.3M | 0.02% | −10,796−21.2% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 40,531 | $19.5M | 0.82% | +14,093+53.3% | Added |
| National Bank of Canada | 42,833 | $20.5M | 0.03% | +3,249+8.2% | Added |
| Formuepleje A/S | 43,016 | $20.7M | 1.15% | −24,054−35.9% | Reduced |
| Petrus Trust Company, LTA | 43,380 | $20.9M | 1.95% | +42,596+5,433.2% | Added |
| Robeco Institutional Asset Management B.V. | 44,736 | $21.6M | 0.05% | −62,528−58.3% | Reduced |
| State of Wisconsin Investment Board | 44,955 | $21.7M | 0.06% | −4,935−9.9% | Reduced |
| Jane Street Group, LLC | 46,282 | $22.3M | 0.02% | +30,923+201.3% | Added |
| DF Dent & Co Inc | 46,666 | $22.5M | 0.29% | +44,831+2,443.1% | Added |
| Voya Investment Management LLC | 47,377 | $22.8M | 0.02% | +910+2.0% | Added |
| D. E. Shaw & Co., Inc. | 48,890 | $23.6M | 0.03% | −139,603−74.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 48,960 | $23.6M | 1.13% | −1,273−2.5% | Reduced |
| Great West Life Assurance Co | 49,657 | $23.9M | 0.05% | +6,107+14.0% | Added |
| Manufacturers Life Insurance Company, The | 50,900 | $24.5M | 0.02% | −10.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 51,658 | $24.9M | 0.31% | −2,621−4.8% | Reduced |