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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 6 | $2.89K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 5 | $2.46K | 0.00% | +5 | New |
| WR Wealth Planners, LLC | 5 | $2.41K | 0.00% | −1,164−99.6% | Reduced |
| VitalStone Financial, LLC | 5 | $2.41K | 0.00% | −554−99.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.41K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $2.41K | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 5 | $2.41K | 0.00% | +5 | New |
| Triad Wealth Partners, LLC | 5 | $2.41K | 0.00% | +5 | New |
| Bellevue Asset Management, LLC | 5 | $2.41K | 0.00% | +2+66.7% | Added |
| MCF Advisors LLC | 4 | $1.93K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $1.93K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $1.93K | 0.00% | +1+33.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 4 | $1.93K | 0.00% | +4 | New |
| Rosenberg Matthew Hamilton | 4 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $1.55K | 0.00% | −1−25.0% | Reduced |
| Central Trust Co | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $1.45K | 0.00% | −1−25.0% | Reduced |
| Fairman Group, LLC | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.45K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $1.45K | 0.00% | +3 | New |
| Ruedi Wealth Management, Inc. | 3 | $1.45K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 2 | $1.12K | 0.00% | −608−99.7% | Reduced |
| Valley National Advisers Inc | 4 | $1.00K | 0.00% | −7−63.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $964 | 0.00% | −3−60.0% | Reduced |
| Sound Income Strategies, LLC | 2 | $964 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $964 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $964 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $964 | 0.00% | +2 | New |
| Sanctuary Wealth Management, L.L.C. | 2 | $964 | 0.00% | +2 | New |
| Painted Porch Advisors LLC | 1 | $489 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 1 | $487 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $482 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $482 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 1 | $482 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $396 | 0.00% | −43−97.7% | Reduced |
| Y.D. More Investments Ltd | 42 | $54 | 0.00% | +42 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −188,844−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −188,315−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −58,552−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −42,721−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −31,588−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −29,713−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −26,240−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −22,734−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −22,444−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −19,972−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −18,216−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −17,445−100.0% | Sold out |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −17,372−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,933−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −11,823−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −11,783−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −11,519−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −11,318−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −9,973−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,713−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −9,665−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −7,357−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −6,479−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,843−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −4,264−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −4,019−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −3,320−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −3,132−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,993−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| Anthracite Investment Company, Inc. | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −1,897−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −1,861−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −1,525−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −1,358−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −1,128−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,015−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −799−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −655−100.0% | Sold out |