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 |
|---|---|---|---|---|---|
| LGT Fund Management Co Ltd. | 4,326 | $2.08M | 0.26% | +3,568+470.7% | Added |
| City Holding Co | 4,305 | $2.07M | 0.31% | −354−7.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,239 | $2.06M | 0.01% | −8,607−67.0% | Reduced |
| Plato Investment Management Ltd | 4,283 | $2.06M | 0.19% | +96+2.3% | Added |
| Bokf, NA | 4,102 | $1.98M | 0.04% | −227−5.2% | Reduced |
| Allianz SE | 4,075 | $1.96M | 0.06% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,050 | $1.95M | 0.02% | +1,038+34.5% | Added |
| Dakota Wealth Management | 4,021 | $1.94M | 0.05% | +144+3.7% | Added |
| New Mexico Educational Retirement Board | 4,000 | $1.93M | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,980 | $1.92M | 0.36% | +3,980 | New |
| Aurora Investment Managers, LLC. | 3,962 | $1.91M | 1.37% | −88−2.2% | Reduced |
| Value Partners Investments Inc. | 3,909 | $1.88M | 0.16% | +1,259+47.5% | Added |
| MV Capital Management, Inc. | 3,886 | $1.87M | 0.21% | +66+1.7% | Added |
| Eqis Capital Management, Inc. | 3,865 | $1.86M | 0.15% | +186+5.1% | Added |
| Two Sigma Securities, LLC | 3,858 | $1.86M | 0.09% | +3,858 | New |
| La Banque Postale Asset Management SA | 3,856 | $1.86M | 0.08% | +2,468+177.8% | Added |
| Allspring Global Investments Holdings, LLC | 3,856 | $1.86M | 0.00% | −44,745−92.1% | Reduced |
| Wolverine Trading, LLC | 3,842 | $1.85M | 0.03% | +2,984+347.8% | Added |
| Sanctuary Advisors, LLC | 3,861 | $1.84M | 0.01% | +3,861 | New |
| Lecap Asset Management Ltd | 3,769 | $1.82M | 0.39% | +3,769 | New |
| Norinchukin Bank, The | 3,753 | $1.81M | 0.05% | −16,222−81.2% | Reduced |
| Canandaigua National Bank & Trust Co | 3,749 | $1.81M | 0.20% | +1,106+41.8% | Added |
| Change Path, LLC | 3,681 | $1.77M | 0.09% | −177−4.6% | Reduced |
| Verition Fund Management LLC | 3,680 | $1.77M | 0.01% | +134+3.8% | Added |
| Janney Montgomery Scott LLC | 3,588 | $1.73M | 0.01% | −269−7.0% | Reduced |
| Garrison Asset Management, LLC | 3,583 | $1.73M | 0.91% | +48+1.4% | Added |
| Ofi Invest Asset Management | 3,815 | $1.71M | 0.05% | +3,815 | New |
| Apollon Wealth Management, LLC | 3,543 | $1.71M | 0.05% | +546+18.2% | Added |
| Dash Acquisitions Inc. | 3,378 | $1.70M | 0.47% | +3,378 | New |
| Alliance Wealth Advisors, LLC | 3,505 | $1.69M | 0.50% | +3,505 | New |
| AE Wealth Management LLC | 3,456 | $1.66M | 0.02% | +620+21.9% | Added |
| PFG Advisors | 3,415 | $1.65M | 0.11% | −22−0.6% | Reduced |
| Bessemer Group Inc | 3,339 | $1.61M | 0.00% | +304+10.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,331 | $1.60M | 0.00% | −284−7.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,318 | $1.60M | 1.33% | +43+1.3% | Added |
| Segment Wealth Management, LLC | 3,257 | $1.57M | 0.12% | +101+3.2% | Added |
| Trivant Custom Portfolio Group, LLC | 3,205 | $1.54M | 0.95% | +3,205 | New |
| Entropy Technologies, LP | 3,188 | $1.54M | 0.17% | −2,829−47.0% | Reduced |
| Park Avenue Securities LLC | 3,187 | $1.53M | 0.02% | +111+3.6% | Added |
| E Fund Management Co., Ltd. | 3,153 | $1.52M | 0.08% | −464−12.8% | Reduced |
| Banco Santander, S.A. | 3,030 | $1.46M | 0.02% | +1,107+57.6% | Added |
| Resources Investment Advisors, LLC. | 3,028 | $1.46M | 0.02% | +2,033+204.3% | Added |
| BDF-Gestion | 3,017 | $1.45M | 0.14% | +3,017 | New |
| Pearl River Capital, LLC | 3,011 | $1.45M | 0.23% | +772+34.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,942 | $1.42M | 0.01% | +102+3.6% | Added |
| Palumbo Wealth Management LLC | 2,938 | $1.42M | 0.60% | +797+37.2% | Added |
| Fairbanks Capital Management, Inc. | 2,907 | $1.40M | 0.92% | +67+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,888 | $1.39M | 0.00% | +2,416+511.9% | Added |
| Fiduciary Trust Co | 2,877 | $1.39M | 0.02% | −212−6.9% | Reduced |
| Verdence Capital Advisors LLC | 2,866 | $1.38M | 0.12% | +1,434+100.1% | Added |
| Privium Fund Management (UK) Ltd | 2,800 | $1.37M | 0.54% | +2,800 | New |
| Everence Capital Management Inc | 2,937 | $1.37M | 0.09% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 2,765 | $1.33M | 0.04% | +2,765 | New |
| Omers Administration Corp | 2,746 | $1.32M | 0.01% | +2,746 | New |
| Agf Management Ltd | 2,699 | $1.30M | 0.01% | +1,699+169.9% | Added |
| Schonfeld Strategic Advisors LLC | 2,666 | $1.28M | 0.01% | −2,394−47.3% | Reduced |
| Empirical Finance, LLC | 2,661 | $1.28M | 0.08% | −209−7.3% | Reduced |
| Greenleaf Trust | 2,626 | $1.27M | 0.01% | −74−2.7% | Reduced |
| Chartwell Investment Partners, LLC | 2,619 | $1.26M | 0.04% | +381+17.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,613 | $1.26M | 0.01% | −31−1.2% | Reduced |
| Schechter Investment Advisors, LLC | 2,602 | $1.25M | 0.09% | +1,517+139.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,592 | $1.25M | 0.07% | +369+16.6% | Added |
| Mercer Global Advisors Inc | 2,669 | $1.25M | 0.00% | +291+12.2% | Added |
| Perpetual Ltd | 2,581 | $1.24M | 0.01% | −163−5.9% | Reduced |
| Regions Financial Corp | 2,558 | $1.23M | 0.01% | +199+8.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,555 | $1.23M | 0.08% | −55−2.1% | Reduced |
| CWM, LLC | 2,540 | $1.22M | 0.01% | −701−21.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,521 | $1.21M | 0.03% | +12+0.5% | Added |
| SRN Advisors, LLC | 2,495 | $1.20M | 1.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,490 | $1.20M | 0.04% | −17−0.7% | Reduced |
| Grove Bank & Trust | 2,480 | $1.19M | 0.19% | +2,415+3,715.4% | Added |
| Atria Wealth Solutions, Inc. | 2,443 | $1.18M | 0.01% | +533+27.9% | Added |
| AXS Investments LLC | 2,439 | $1.17M | 0.33% | +238+10.8% | Added |
| Balyasny Asset Management LLC | 2,429 | $1.17M | 0.00% | −2,620−51.9% | Reduced |
| Advisor OS, LLC | 2,415 | $1.16M | 0.13% | +58+2.5% | Added |
| XTX Topco Ltd | 2,381 | $1.15M | 0.10% | +2,381 | New |
| Atom Investors LP | 2,372 | $1.14M | 0.11% | +2,372 | New |
| RSM US Wealth Management LLC | 2,371 | $1.14M | 0.02% | +2,371 | New |
| Federation des caisses Desjardins du Quebec | 2,355 | $1.13M | 0.01% | +1,587+206.6% | Added |
| CAPROCK Group, Inc. | 2,310 | $1.11M | 0.05% | +1,336+137.2% | Added |
| Stephens Inc | 2,302 | $1.11M | 0.02% | +1,800+358.6% | Added |
| Pier Capital, LLC | 2,294 | $1.11M | 0.16% | +75+3.4% | Added |
| Bennett Selby Investments LP | 2,268 | $1.09M | 0.49% | +25+1.1% | Added |
| Scientech Research LLC | 2,249 | $1.08M | 0.22% | +1,469+188.3% | Added |
| ProVise Management Group, LLC | 2,234 | $1.08M | 0.09% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 2,228 | $1.07M | 0.02% | +417+23.0% | Added |
| Central Pacific Bank - Trust Division | 2,222 | $1.07M | 0.13% | +55+2.5% | Added |
| Snowden Capital Advisors LLC | 2,198 | $1.06M | 0.03% | +830+60.7% | Added |
| Oak Thistle LLC | 2,189 | $1.05M | 0.78% | +2,189 | New |
| King Luther Capital Management Corp | 2,188 | $1.05M | 0.00% | −917−29.5% | Reduced |
| Dantai Capital Ltd | 2,178 | $1.05M | 1.18% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 2,155 | $1.04M | 0.03% | −272−11.2% | Reduced |
| Simplicity Wealth,LLC | 2,154 | $1.04M | 0.02% | −260−10.8% | Reduced |
| Meitav Dash Investments Ltd | 2,100 | $1.02M | 0.02% | +2,100 | New |
| Alberta Investment Management Corp | 2,100 | $1.01M | 0.01% | +400+23.5% | Added |
| Advisory Services Network, LLC | 2,095 | $1.01M | 0.02% | +437+26.4% | Added |
| Robertson Stephens Wealth Management, LLC | 2,092 | $1.01M | 0.05% | +416+24.8% | Added |
| Diversified Trust Co | 2,075 | $999.6K | 0.03% | +287+16.1% | Added |
| Steel Peak Wealth Management LLC | 2,069 | $996.7K | 0.05% | +816+65.1% | Added |
| Centiva Capital, LP | 2,058 | $991.4K | 0.05% | −1,918−48.2% | Reduced |