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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 9,721 | $4.68M | 0.02% | −1,117−10.3% | Reduced |
| Creative Planning | 9,591 | $4.62M | 0.00% | +2,311+31.7% | Added |
| Vident Advisory, LLC | 9,452 | $4.55M | 0.13% | +99+1.1% | Added |
| Janus Henderson Group PLC | 9,451 | $4.55M | 0.00% | −397−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,345 | $4.50M | 0.05% | −5,376−36.5% | Reduced |
| Cetera Investment Advisers | 9,334 | $4.50M | 0.01% | +251+2.8% | Added |
| Jensen Investment Management Inc | 9,270 | $4.47M | 0.04% | +3,140+51.2% | Added |
| Donaldson Capital Management, LLC | 9,252 | $4.46M | 0.19% | +593+6.8% | Added |
| Financial Counselors Inc | 9,186 | $4.43M | 0.07% | +1,732+23.2% | Added |
| LGT Group Foundation | 9,080 | $4.37M | 0.07% | −618−6.4% | Reduced |
| Level Four Advisory Services, LLC | 8,979 | $4.33M | 0.20% | +1,617+22.0% | Added |
| Empire Life Investments Inc. | 8,848 | $4.26M | 0.27% | −138−1.5% | Reduced |
| Northwest & Ethical Investments L.P. | 8,798 | $4.24M | 0.12% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,703 | $4.19M | 0.08% | +8,009+1,154.0% | Added |
| Fortis Capital Management LLC | 8,664 | $4.17M | 0.89% | +5,385+164.2% | Added |
| HRT Financial LP | 8,604 | $4.14M | 0.02% | +7,981+1,281.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,478 | $4.08M | 0.01% | +8,478 | New |
| GWM Advisors LLC | 8,466 | $4.08M | 0.03% | +2,430+40.3% | Added |
| Jump Financial, LLC | 8,082 | $3.89M | 0.08% | +837+11.6% | Added |
| CIBC World Markets Inc. | 8,068 | $3.89M | 0.01% | +693+9.4% | Added |
| Walleye Capital LLC | 7,958 | $3.83M | 0.04% | +642+8.8% | Added |
| MML Investors Services, LLC | 7,921 | $3.82M | 0.02% | −5,725−42.0% | Reduced |
| Clear Harbor Asset Management, LLC | 7,907 | $3.81M | 0.33% | +34+0.4% | Added |
| 1832 Asset Management L.P. | 7,800 | $3.76M | 0.01% | +7,800 | New |
| Shelton Capital Management | 7,568 | $3.65M | 0.10% | 00.0% | Unchanged |
| JustInvest LLC | 7,453 | $3.59M | 0.07% | +1,383+22.8% | Added |
| Simplex Trading, LLC | 7,285 | $3.51M | 0.11% | +7,285 | New |
| Sustainable Insight Capital Management, LLC | 7,200 | $3.47M | 1.74% | +7,200 | New |
| Roundview Capital LLC | 7,160 | $3.45M | 0.27% | +3,972+124.6% | Added |
| Davenport & Co LLC | 7,099 | $3.44M | 0.02% | +4,235+147.9% | Added |
| Candriam Luxembourg S.C.A. | 7,123 | $3.43M | 0.02% | +431+6.4% | Added |
| Clearbridge Investments, LLC | 7,115 | $3.43M | 0.00% | +29+0.4% | Added |
| Yacktman Asset Management LP | 7,110 | $3.43M | 0.03% | +7,110 | New |
| B & T Capital Management DBA Alpha Capital Management | 7,100 | $3.42M | 0.67% | +354+5.2% | Added |
| Aquatic Capital Management LLC | 7,040 | $3.39M | 0.13% | −6,640−48.5% | Reduced |
| Ethic Inc. | 7,030 | $3.39M | 0.08% | +277+4.1% | Added |
| Tsai Capital Corp | 7,011 | $3.38M | 3.33% | +1,629+30.3% | Added |
| Fifth Third Bancorp | 6,965 | $3.36M | 0.01% | −260−3.6% | Reduced |
| Toroso Investments, LLC | 6,926 | $3.34M | 0.05% | +2,114+43.9% | Added |
| Oregon Public Employees Retirement Fund | 6,791 | $3.27M | 0.06% | −10.0% | Reduced |
| Ossiam | 6,747 | $3.25M | 0.06% | −5,939−46.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,733 | $3.24M | 0.00% | −1,118−14.2% | Reduced |
| Quantbot Technologies LP | 6,702 | $3.23M | 0.16% | −3,247−32.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,687 | $3.22M | 0.01% | −23,769−78.0% | Reduced |
| PGGM Investments | 6,640 | $3.20M | 0.05% | −485−6.8% | Reduced |
| Gulf International Bank (UK) Ltd | 6,607 | $3.18M | 0.08% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 6,597 | $3.18M | 0.35% | +5,052+327.0% | Added |
| Solidarilty Wealth, LLC | 6,400 | $3.08M | 0.94% | −500−7.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,394 | $3.08M | 0.01% | −753−10.5% | Reduced |
| Assetmark, Inc | 6,326 | $3.05M | 0.01% | +809+14.7% | Added |
| Teachers Retirement System of the State of Kentucky | 6,319 | $3.04M | 0.03% | −178−2.7% | Reduced |
| Kestra Advisory Services, LLC | 6,304 | $3.04M | 0.02% | +3,974+170.6% | Added |
| Tower Research Capital LLC (TRC) | 6,280 | $3.03M | 0.05% | +4,487+250.3% | Added |
| Mediolanum International Funds Ltd | 6,593 | $3.00M | 0.05% | +857+14.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,175 | $2.97M | 0.01% | −13,221−68.2% | Reduced |
| Mizuho Securities USA LLC | 6,104 | $2.94M | 0.07% | +6,104 | New |
| Natixis | 6,070 | $2.92M | 0.02% | −1,958−24.4% | Reduced |
| MBB Public Markets I LLC | 5,974 | $2.88M | 0.06% | +5,585+1,435.7% | Added |
| Kentucky Retirement Systems | 5,970 | $2.88M | 0.08% | −36−0.6% | Reduced |
| Maryland State Retirement & Pension System | 5,936 | $2.86M | 0.05% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,802 | $2.79M | 0.04% | +59+1.0% | Added |
| Abn Amro Investment Solutions | 5,742 | $2.77M | 0.05% | −1,275−18.2% | Reduced |
| Scotia Capital Inc. | 5,735 | $2.76M | 0.02% | +5,735 | New |
| First Foundation Advisors | 5,615 | $2.71M | 0.10% | +467+9.1% | Added |
| Pacer Advisors, Inc. | 5,614 | $2.70M | 0.01% | +240+4.5% | Added |
| Alamar Capital Management, LLC | 5,541 | $2.67M | 1.62% | +5,541 | New |
| FourThought Financial Partners, LLC | 5,511 | $2.66M | 0.34% | +897+19.4% | Added |
| Kingfisher Capital LLC | 5,457 | $2.63M | 0.61% | +42+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 5,408 | $2.61M | 0.22% | −2,544−32.0% | Reduced |
| Motley Fool Asset Management LLC | 5,198 | $2.49M | 0.17% | −12,427−70.5% | Reduced |
| Ieq Capital, LLC | 5,170 | $2.49M | 0.03% | +327+6.8% | Added |
| UniSuper Management Pty Ltd | 5,143 | $2.48M | 0.02% | +2,445+90.6% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 5,142 | $2.48M | 2.18% | +5,142 | New |
| Twinbeech Capital LP | 5,119 | $2.47M | 0.05% | −74,460−93.6% | Reduced |
| Hartford Investment Management Co | 5,076 | $2.45M | 0.08% | −32−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,957 | $2.39M | 0.01% | −1,829−27.0% | Reduced |
| Portside Wealth Group, LLC | 4,938 | $2.38M | 0.45% | +4,938 | New |
| K.J. Harrison & Partners Inc | 4,916 | $2.37M | 0.39% | −5,500−52.8% | Reduced |
| Wealthfront Advisers LLC | 4,903 | $2.36M | 0.01% | −1,281−20.7% | Reduced |
| Cornerstone Advisors, LLC | 4,900 | $2.36M | 0.10% | −1,200−19.7% | Reduced |
| Ghe, LLC | 4,889 | $2.35M | 0.94% | +76+1.6% | Added |
| Crossmark Global Holdings, Inc. | 4,883 | $2.35M | 0.04% | −107−2.1% | Reduced |
| QRG Capital Management, Inc. | 4,858 | $2.34M | 0.03% | +218+4.7% | Added |
| Brevan Howard Capital Management LP | 4,852 | $2.34M | 0.15% | −330−6.4% | Reduced |
| Nomura Holdings Inc | 4,841 | $2.33M | 0.01% | +4,210+667.2% | Added |
| Tocqueville Asset Management L.P. | 4,811 | $2.32M | 0.04% | +4,811 | New |
| Alps Advisors Inc | 4,777 | $2.30M | 0.02% | −7−0.1% | Reduced |
| US Bancorp | 4,771 | $2.30M | 0.00% | −799−14.3% | Reduced |
| Groupama Asset Managment | 4,757 | $2.29M | 0.05% | +3,859+429.7% | Added |
| Keystone Investors Pte Ltd | 4,615 | $2.22M | 0.19% | +1,035+28.9% | Added |
| E. Ohman J:or Asset Management AB | 4,608 | $2.22M | 0.06% | +1,296+39.1% | Added |
| Delta Investment Management, LLC | 4,594 | $2.21M | 0.49% | +4,594 | New |
| Securian Asset Management, Inc | 4,558 | $2.20M | 0.06% | −100−2.1% | Reduced |
| Freedom Day Solutions, LLC | 4,529 | $2.18M | 0.74% | +202+4.7% | Added |
| Louisiana State Employees Retirement System | 4,500 | $2.17M | 0.04% | −100−2.2% | Reduced |
| Icon Wealth Advisors, LLC | 3,992 | $2.16M | 0.19% | +3,992 | New |
| T. Rowe Price Investment Management, Inc. | 4,442 | $2.14M | 0.00% | +1,982+80.6% | Added |
| Cornercap Investment Counsel Inc | 4,408 | $2.12M | 0.35% | −83−1.8% | Reduced |
| Capital International Sarl | 4,374 | $2.11M | 0.06% | −311−6.6% | Reduced |
| Sumitomo Life Insurance Co | 4,331 | $2.09M | 0.05% | −70−1.6% | Reduced |