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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.

Institutional holdersQ2 2024: 939 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ2 2024: $34.2B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2024.

Institutions holding MSCI in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Investment Advisory Services, LLC2,057$991.0K0.10%+1,445+236.1%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,039$988.0K0.00%−2,210−52.0%Reduced
TD Private Client Wealth LLC2,047$986.1K0.03%−3,190−60.9%Reduced
Advisors Asset Management, Inc.2,044$984.7K0.02%+1,026+100.8%Added
Kingswood Wealth Advisors, LLC2,031$978.4K0.09%+152+8.1%Added
Sequoia Financial Advisors, LLC2,016$971.4K0.01%+142+7.6%Added
Keybank National Association2,011$968.8K0.00%+220+12.3%Added
Monumental Financial Group Inc.1,987$957.2K0.42%−244−10.9%Reduced
Intech Investment Management LLC1,963$945.7K0.01%−3,343−63.0%Reduced
Achmea Investment Management B.V.1,951$940.0K0.02%+354+22.2%Added
Frank, Rimerman Advisors LLC1,951$939.9K0.07%+1,943+24,287.5%Added
Sompo Asset Management Co., Ltd.1,940$934.6K0.16%+190+10.9%Added
Captrust Financial Advisors1,928$928.7K0.00%+576+42.6%Added
Personal Cfo Solutions, LLC1,912$921.1K0.14%+1,390+266.3%Added
Navellier & Associates Inc1,904$917.3K0.11%−49−2.5%Reduced
Buckley Wealth Management, LLC1,900$915.3K0.29%+70+3.8%Added
SpiderRock Advisors, LLC1,888$909.7K0.02%+851+82.1%Added
Arbor Capital Management Inc1,893$907.4K0.84%−39−2.0%Reduced
Liberty Wealth Management LLC1,883$907.0K0.17%00.0%Unchanged
Avantax Advisory Services, Inc.1,883$907.0K0.01%+1,883New
Guggenheim Capital LLC1,867$899.4K0.01%−687−26.9%Reduced
Meeder Advisory Services, Inc.1,855$893.7K0.06%+407+28.1%Added
Marshall Wace, LLP1,805$869.6K0.00%+1,805New
Boothbay Fund Management, LLC1,790$862.3K0.03%+1,790New
Numerai GP LLC1,780$857.5K0.31%+1,780New
Ostrum Asset Management1,778$856.6K0.07%+210+13.4%Added
Principal Securities, Inc.1,751$843.3K0.02%+900+105.8%Added
NewEdge Wealth, LLC1,727$832.0K0.02%+1,055+157.0%Added
RB Capital Management, LLC1,693$815.6K0.21%−5−0.3%Reduced
Harel Insurance Investments & Financial Services Ltd.1,673$814.0K0.02%+366+28.0%Added
Norden Group LLC1,679$808.9K0.16%+1,679New
Procyon Private Wealth Partners, LLC1,677$807.9K0.06%+752+81.3%Added
Ballentine Partners, LLC1,669$804.0K0.01%−158−8.6%Reduced
Garda Capital Partners LP1,659$799.2K0.43%+1,659New
Strategic Wealth Designers1,657$794.3K0.10%+1,657New
Coldstream Capital Management Inc1,630$785.2K0.02%−543−25.0%Reduced
Diversify Wealth Management, LLC1,504$778.2K0.10%+1,504New
EPG Wealth Management LLC0$776.0K0.18%−1,495−100.0%Reduced
Capstone Investment Advisors, LLC1,601$771.3K0.02%−1,385−46.4%Reduced
nVerses Capital, LLC1,600$770.8K0.46%+1,600New
Copperwynd Financial, LLC1,408$761.4K0.25%+1,408New
Wetherby Asset Management Inc1,562$752.5K0.04%−111−6.6%Reduced
Texas Capital Bancshares Inc1,559$751.0K0.31%+29+1.9%Added
Vestmark Advisory Solutions, Inc.1,555$749.1K0.03%+1,047+206.1%Added
Natixis Investment Managers International1,552$747.7K0.06%−985−38.8%Reduced
Teacher Retirement System of Texas1,540$742.0K0.00%−25,628−94.3%Reduced
Wealth Management Associates, Inc.1,540$741.9K0.35%00.0%Unchanged
Veriti Management LLC1,534$739.1K0.05%+140+10.0%Added
Grandeur Peak Global Advisors, LLC1,524$734.2K0.06%+605+65.8%Added
Machina Capital S.A.S.1,522$733.2K0.33%+1,522New
Pallas Capital Advisors LLC1,459$727.6K0.03%+1,459New
Roberts Capital Advisors, LLC1,293$724.7K0.70%00.0%Unchanged
Americana Partners, LLC1,497$721.2K0.06%+722+93.2%Added
Hohimer Wealth Management, LLC1,494$719.7K0.17%+1,494New
Quintet Private Bank (Europe) S.A.1,299$716.9K0.04%+253+24.2%Added
Wrapmanager Inc1,488$716.8K0.20%+1,488New
Catalyst Capital Advisors LLC1,480$713.0K0.02%−160−9.8%Reduced
Signet Financial Management, LLC1,479$712.5K0.10%+93+6.7%Added
NEOS Investment Management LLC1,462$704.3K0.03%+76+5.5%Added
BlueSpruce Investments, LP1,461$703.8K0.01%+1,461New
Mission Wealth Management, LP1,456$701.6K0.02%+1,456New
GTS Securities LLC1,456$701.4K0.01%+1,456New
Heartland Bank & Trust Co1,450$698.5K0.40%+14+1.0%Added
Vestcor Inc1,433$690.0K0.02%00.0%Unchanged
Venturi Wealth Management, LLC1,429$688.4K0.04%+1,400+4,827.6%Added
Cypress Asset Management Inc1,423$685.5K0.18%00.0%Unchanged
Empowered Funds, LLC1,421$684.6K0.01%−1,417−49.9%Reduced
Ronald Blue Trust, Inc.1,212$679.3K0.01%+888+274.1%Added
First Hawaiian Bank1,398$673.5K0.02%−1,625−53.8%Reduced
Institute for Wealth Management, LLC.1,384$666.8K0.09%+232+20.1%Added
Moody Lynn & Lieberson, LLC1,368$659.0K0.04%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC1,367$658.6K0.00%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.1,364$657.1K0.03%+269+24.6%Added
Ellevest, Inc.1,355$652.8K0.04%+95+7.5%Added
Flputnam Investment Management Co1,349$650.0K0.01%−6−0.4%Reduced
Hennion & Walsh Asset Management, Inc.1,331$641.2K0.03%−91−6.4%Reduced
Axq Capital, LP1,316$634.0K0.15%−1,084−45.2%Reduced
DoubleLine ETF Adviser LP1,309$630.6K0.17%−44−3.3%Reduced
Gibbs Wealth Management1,286$619.5K0.25%+1,286New
Fidelis Capital Partners, LLC1,180$618.8K0.09%+65+5.8%Added
Harbor Capital Advisors, Inc.1,279$616.0K0.05%+63+5.2%Added
Horizon Investments, LLC1,274$613.8K0.02%+11+0.9%Added
Birinyi Associates Inc1,255$604.5K0.18%+1+0.1%Added
Benin Management CORP1,214$584.8K0.18%+1,214New
Quantitative Investment Management, LLC1,213$584.0K0.06%+64+5.6%Added
Profund Advisors LLC1,197$576.7K0.02%−26−2.1%Reduced
Cambridge Investment Research Advisors, Inc.1,194$575.0K0.00%−288−19.4%Reduced
Strategic Financial Concepts, LLC48,072$570.0K0.00%+48,072New
Signaturefd, LLC1,168$562.9K0.01%−62−5.0%Reduced
Leonteq Securities AG1,162$559.8K0.08%+950+448.1%Added
Raymond James Trust N.A.1,156$556.9K0.01%+266+29.9%Added
HB Wealth Management, LLC1,150$554.0K0.01%+257+28.8%Added
Beacon Pointe Advisors, LLC1,142$550.2K0.01%+38+3.4%Added
Gsa Capital Partners LLP1,142$550.0K0.04%+1,142New
Wealthspire Advisors, LLC1,138$548.4K0.01%−80−6.6%Reduced
Wedmont Private Capital1,088$546.2K0.03%−154−12.4%Reduced
Prelude Capital Management, LLC1,127$542.9K0.05%+1,127New
WSFS Capital Management, LLC1,121$540.0K0.03%+1,121New
Applied Finance Capital Management, LLC1,109$534.3K0.02%+1,109New
Oak Ridge Investments LLC1,103$531.4K0.05%+3+0.3%Added