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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 22,933 | $11.0M | 0.22% | +17,933+358.7% | Added |
| Forsta Ap-Fonden | 22,800 | $11.0M | 0.10% | −1,400−5.8% | Reduced |
| Trillium Asset Management, LLC | 22,218 | $10.7M | 0.27% | −18,679−45.7% | Reduced |
| Credit Agricole S A | 22,156 | $10.7M | 0.07% | +1,257+6.0% | Added |
| Corebridge Financial, Inc. | 22,123 | $10.7M | 0.06% | +22,123 | New |
| Spence Asset Management | 188 | $10.6M | 2.66% | −21,681−99.1% | Reduced |
| Colony Group, LLC | 22,019 | $10.6M | 0.04% | +16,663+311.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $10.5M | 1.34% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 21,739 | $10.5M | 0.03% | +2,191+11.2% | Added |
| Handelsbanken Fonder AB | 21,689 | $10.4M | 0.05% | +2,722+14.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 21,470 | $10.3M | 0.11% | +1,108+5.4% | Added |
| Xponance, Inc. | 21,384 | $10.3M | 0.11% | +4,890+29.6% | Added |
| Commerce Bank | 21,147 | $10.2M | 0.07% | +1,742+9.0% | Added |
| Lazard Asset Management LLC | 20,572 | $9.91M | 0.01% | +4,613+28.9% | Added |
| FIL Ltd | 20,509 | $9.88M | 0.01% | +20,509 | New |
| 2Xideas AG | 20,257 | $9.76M | 1.22% | +1,478+7.9% | Added |
| Vinva Investment Management Ltd | 19,913 | $9.69M | 0.50% | +1,816+10.0% | Added |
| Azimuth Capital Investment Management LLC | 20,029 | $9.65M | 0.39% | −9,484−32.1% | Reduced |
| BNP Paribas | 20,019 | $9.64M | 0.49% | +1,174+6.2% | Added |
| RBF Capital, LLC | 20,000 | $9.63M | 0.56% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 19,903 | $9.59M | 0.32% | −20,871−51.2% | Reduced |
| Marks Group Wealth Management, Inc | 19,745 | $9.51M | 1.00% | +1,087+5.8% | Added |
| TCW Group Inc | 19,514 | $9.40M | 0.08% | −766−3.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 19,492 | $9.39M | 0.60% | +3,203+19.7% | Added |
| Marsico Capital Management LLC | 19,431 | $9.36M | 0.28% | +1,167+6.4% | Added |
| Empower Advisory Group, LLC | 19,035 | $9.17M | 0.03% | −226−1.2% | Reduced |
| Overbrook Management Corp | 18,695 | $9.01M | 2.27% | +18,695 | New |
| Glenmede Trust Co NA | 18,621 | $8.97M | 0.05% | +17,139+1,156.5% | Added |
| United Capital Financial Advisers, LLC | 18,555 | $8.94M | 0.08% | −1,386−7.0% | Reduced |
| First Horizon Advisors, Inc. | 18,100 | $8.72M | 0.27% | +10.0% | Added |
| Mariner, LLC | 17,745 | $8.55M | 0.02% | +1,248+7.6% | Added |
| Retirement Systems of Alabama | 17,477 | $8.42M | 0.03% | +20+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,402 | $8.38M | 0.06% | +39+0.2% | Added |
| ProShare Advisors LLC | 17,212 | $8.29M | 0.02% | +765+4.7% | Added |
| iA Global Asset Management Inc. | 17,126 | $8.25M | 0.16% | +11,560+207.7% | Added |
| First Long Island Investors, LLC | 16,606 | $8.00M | 0.68% | +3,579+27.5% | Added |
| Progressive Investment Management Corp | 16,562 | $7.98M | 2.11% | −137−0.8% | Reduced |
| Thematics Asset Management | 16,523 | $7.96M | 0.33% | +909+5.8% | Added |
| USS Investment Management Ltd | 16,494 | $7.95M | 0.06% | +272+1.7% | Added |
| The PNC Financial Services Group, Inc. | 16,488 | $7.94M | 0.01% | +1,114+7.2% | Added |
| Crestline Management, LP | 16,442 | $7.92M | 0.62% | +13,426+445.2% | Added |
| Amalgamated Bank | 16,438 | $7.92M | 0.07% | −264−1.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,431 | $7.92M | 0.09% | −72−0.4% | Reduced |
| Rathbone Brothers plc | 16,120 | $7.77M | 0.04% | +16,120 | New |
| IFM Investors Pty Ltd | 15,873 | $7.65M | 0.08% | +98+0.6% | Added |
| Bell Asset Management Ltd | 15,716 | $7.57M | 1.06% | +2,746+21.2% | Added |
| Avanda Investment Management Pte. Ltd. | 15,547 | $7.49M | 1.13% | −2,547−14.1% | Reduced |
| Pathstone Holdings, LLC | 15,529 | $7.48M | 0.03% | −559−3.5% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 15,510 | $7.47M | 0.08% | +15,510 | New |
| CIBC World Markets Corp | 15,189 | $7.32M | 0.05% | −4,942−24.5% | Reduced |
| British Columbia Investment Management Corp | 15,173 | $7.31M | 0.04% | +5,730+60.7% | Added |
| Quadrature Capital Ltd | 15,137 | $7.29M | 0.12% | −11,681−43.6% | Reduced |
| Czech National Bank | 15,096 | $7.27M | 0.08% | +1,180+8.5% | Added |
| Apeiron Capital Ltd | 15,064 | $7.26M | 2.53% | +15,064 | New |
| Motley Fool Wealth Management, LLC | 14,919 | $7.23M | 0.37% | +172+1.2% | Added |
| M&T Bank Corp | 14,984 | $7.22M | 0.02% | +3,469+30.1% | Added |
| Strategic Global Advisors, LLC | 14,569 | $7.02M | 1.47% | +282+2.0% | Added |
| Atria Investments LLC | 14,154 | $6.82M | 0.09% | +6,264+79.4% | Added |
| SG Americas Securities, LLC | 14,098 | $6.79M | 0.04% | −33,028−70.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 13,763 | $6.63M | 0.69% | +751+5.8% | Added |
| United Services Automobile Association | 13,606 | $6.55M | 0.17% | +13,606 | New |
| Silvant Capital Management LLC | 13,603 | $6.55M | 0.29% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 13,389 | $6.45M | 0.04% | +981+7.9% | Added |
| Cerity Partners LLC | 13,196 | $6.36M | 0.02% | −111−0.8% | Reduced |
| ExodusPoint Capital Management, LP | 13,075 | $6.30M | 0.07% | +7,992+157.2% | Added |
| Cambridge Financial Group, Inc. | 12,933 | $6.23M | 2.80% | +670+5.5% | Added |
| Cresset Asset Management, LLC | 12,891 | $6.21M | 0.03% | +2,036+18.8% | Added |
| Middleton & Co Inc | 12,634 | $6.09M | 0.71% | −240−1.9% | Reduced |
| Utah Retirement Systems | 12,607 | $6.07M | 0.07% | −667−5.0% | Reduced |
| Heron Bay Capital Management | 12,361 | $5.95M | 1.27% | +12,361 | New |
| EFG Asset Management (Americas) Corp. | 12,186 | $5.87M | 1.15% | +8,417+223.3% | Added |
| DnB Asset Management AS | 12,122 | $5.84M | 0.03% | +423+3.6% | Added |
| Commonwealth Equity Services, LLC | 12,071 | $5.82M | 0.01% | +1,497+14.2% | Added |
| Modera Wealth Management, LLC | 11,993 | $5.78M | 0.09% | −15−0.1% | Reduced |
| New York Life Investment Management LLC | 11,844 | $5.71M | 0.06% | −54−0.5% | Reduced |
| AMG National Trust Bank | 11,771 | $5.67M | 0.15% | −74−0.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 11,753 | $5.66M | 0.28% | −14,461−55.2% | Reduced |
| Mackenzie Financial Corp | 11,295 | $5.44M | 0.01% | +3,092+37.7% | Added |
| Engineers Gate Manager LP | 11,177 | $5.38M | 0.12% | −12,809−53.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,046 | $5.32M | 0.22% | +872+8.6% | Added |
| State of Alaska, Department of Revenue | 10,990 | $5.29M | 0.06% | +35+0.3% | Added |
| Jacobs Levy Equity Management, Inc | 10,968 | $5.28M | 0.02% | −12,398−53.1% | Reduced |
| Acadian Asset Management LLC | 10,929 | $5.26M | 0.02% | +5,959+119.9% | Added |
| KBC Group NV | 10,917 | $5.26M | 0.02% | +625+6.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,817 | $5.21M | 0.81% | +3,660+51.1% | Added |
| Logan Capital Management Inc | 10,681 | $5.15M | 0.22% | −87−0.8% | Reduced |
| Fred Alger Management, LLC | 10,638 | $5.12M | 0.02% | −2,080−16.4% | Reduced |
| Ascent Wealth Partners, LLC | 10,367 | $4.99M | 0.73% | +9,480+1,068.8% | Added |
| Fernwood Investment Management, LLC | 10,263 | $4.94M | 1.53% | −21−0.2% | Reduced |
| Andra AP-fonden | 10,100 | $4.87M | 0.08% | +10,100 | New |
| Prudential PLC | 10,092 | $4.86M | 0.03% | −5,992−37.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,027 | $4.83M | 0.47% | +2,125+26.9% | Added |
| CWM Advisors, LLC | 10,020 | $4.83M | 0.56% | +699+7.5% | Added |
| Mutual of America Capital Management LLC | 9,989 | $4.81M | 0.05% | −2,763−21.7% | Reduced |
| Nissay Asset Management Corp | 9,888 | $4.76M | 0.03% | +263+2.7% | Added |
| Worldquant Millennium Advisors LLC | 9,885 | $4.76M | 0.04% | −54,173−84.6% | Reduced |
| Advisors Capital Management, LLC | 9,855 | $4.75M | 0.08% | +504+5.4% | Added |
| Baldwin Brothers Inc | 9,807 | $4.72M | 0.37% | −232−2.3% | Reduced |
| Yousif Capital Management, LLC | 9,783 | $4.71M | 0.05% | −165−1.7% | Reduced |
| Headlands Technologies LLC | 9,749 | $4.70M | 0.50% | +6,610+210.6% | Added |