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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 971 | $530.0K | 0.03% | +519+114.8% | Added |
| Ritholtz Wealth Management | 1,095 | $527.6K | 0.02% | −3,051−73.6% | Reduced |
| Legacy Advisors, LLC | 1,080 | $520.3K | 0.06% | +295+37.6% | Added |
| Pinnacle Associates Ltd | 1,078 | $519.3K | 0.01% | −228−17.5% | Reduced |
| Stanley-Laman Group, Ltd. | 1,071 | $516.0K | 0.07% | +2+0.2% | Added |
| RFG Advisory, LLC | 1,049 | $505.4K | 0.02% | −37−3.4% | Reduced |
| Graypoint LLC | 1,045 | $503.3K | 0.03% | +629+151.2% | Added |
| Intellectus Partners, LLC | 1,038 | $500.1K | 0.14% | +1,038 | New |
| Transcend Wealth Collective, LLC | 1,027 | $494.8K | 0.04% | +1,027 | New |
| Bradley Foster & Sargent Inc | 1,019 | $490.9K | 0.01% | −196−16.1% | Reduced |
| Dana Investment Advisors, Inc. | 1,008 | $485.6K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $481.8K | 0.09% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 999 | $481.3K | 0.01% | −59−5.6% | Reduced |
| Wallace Advisory Group, LLC | 995 | $479.3K | 0.35% | +995 | New |
| Blair William & Co | 990 | $477.1K | 0.00% | −331−25.1% | Reduced |
| LVW Advisors, LLC | 990 | $476.9K | 0.07% | −818−45.2% | Reduced |
| MJP Associates Inc | 979 | $471.7K | 0.10% | +78+8.7% | Added |
| Sherbrooke Park Advisers LLC | 968 | $466.3K | 0.08% | +968 | New |
| Burney Co | 961 | $463.0K | 0.02% | +25+2.7% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 959 | $462.0K | 0.18% | +959 | New |
| Ci Investments Inc. | 953 | $459.0K | 0.00% | −1,878−66.3% | Reduced |
| Empirical Asset Management, LLC | 951 | $458.3K | 0.17% | +319+50.5% | Added |
| CNB Bank | 947 | $456.2K | 0.22% | +10+1.1% | Added |
| Malaga Cove Capital, LLC | 944 | $454.8K | 0.18% | +944 | New |
| Trust Asset Management LLC | 919 | $442.7K | 0.04% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 918 | $442.2K | 0.02% | −152−14.2% | Reduced |
| Pitcairn Co | 918 | $442.2K | 0.03% | −33−3.5% | Reduced |
| Edgestream Partners, L.P. | 888 | $427.8K | 0.02% | −4,726−84.2% | Reduced |
| Lido Advisors, LLC | 885 | $426.5K | 0.00% | +50+6.0% | Added |
| New Century Financial Group, LLC | 880 | $423.9K | 0.18% | +880 | New |
| NorthRock Partners, LLC | 879 | $423.5K | 0.02% | +23+2.7% | Added |
| Gilbert & Cook, Inc. | 868 | $418.2K | 0.06% | +205+30.9% | Added |
| Cynosure Management, LLC | 866 | $417.2K | 0.07% | +211+32.2% | Added |
| Mather Group, LLC. | 741 | $415.2K | 0.01% | +49+7.1% | Added |
| Proequities, Inc. | 855 | $411.9K | 0.03% | +671+364.7% | Added |
| Ameritas Investment Partners, Inc. | 855 | $411.9K | 0.01% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 855 | $411.9K | 0.23% | +855 | New |
| MAI Capital Management | 854 | $411.6K | 0.00% | −91−9.6% | Reduced |
| TRUE Private Wealth Advisors | 837 | $403.4K | 0.05% | +40+5.0% | Added |
| Winslow Capital Management, LLC | 821 | $395.5K | 0.00% | −451,532−99.8% | Reduced |
| Private Advisor Group, LLC | 816 | $393.5K | 0.00% | −137−14.4% | Reduced |
| Geller Advisors LLC | 816 | $393.1K | 0.03% | +19+2.4% | Added |
| Simon Quick Advisors, LLC | 813 | $391.7K | 0.03% | +197+32.0% | Added |
| Boit C F David | 810 | $390.2K | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 809 | $390.0K | 0.07% | −10−1.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 809 | $389.8K | 0.16% | +809 | New |
| Aviso Financial Inc. | 805 | $387.6K | 0.02% | +805 | New |
| D.B. Root & Company, LLC | 804 | $387.3K | 0.13% | +804 | New |
| Danica Pension, Livsforsikringsaktieselskab | 800 | $385.4K | 0.01% | −159−16.6% | Reduced |
| D.A. Davidson & Co. | 798 | $384.5K | 0.00% | +152+23.5% | Added |
| Davy Global Fund Management Ltd | 794 | $382.5K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 788 | $379.6K | 0.02% | +390+98.0% | Added |
| Elk River Wealth Management, LLC | 780 | $375.8K | 0.07% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 764 | $373.7K | 0.02% | +764 | New |
| Tectonic Advisors LLC | 770 | $371.0K | 0.03% | +770 | New |
| OneAscent Financial Services LLC | 766 | $369.0K | 0.05% | +227+42.1% | Added |
| Exchange Traded Concepts, LLC | 762 | $367.1K | 0.01% | +131+20.8% | Added |
| Permanent Capital Management, LP | 636 | $366.8K | 0.08% | +636 | New |
| Sage Mountain Advisors LLC | 748 | $360.3K | 0.03% | +220+41.7% | Added |
| TD Waterhouse Canada Inc. | 750 | $359.6K | 0.00% | +527+236.3% | Added |
| Syon Capital LLC | 746 | $359.4K | 0.03% | +39+5.5% | Added |
| Nebula Research & Development LLC | 744 | $358.4K | 0.06% | +744 | New |
| Checchi Capital Advisers, LLC | 736 | $354.6K | 0.03% | −33−4.3% | Reduced |
| SFMG, LLC | 736 | $354.6K | 0.03% | −1−0.1% | Reduced |
| Bryn Mawr Trust Co | 728 | $350.7K | 0.01% | −123−14.5% | Reduced |
| Woodline Partners LP | 725 | $349.3K | 0.00% | −66−8.3% | Reduced |
| Quadrant Capital Group LLC | 724 | $348.8K | 0.03% | +56+8.4% | Added |
| Edmond de Rothschild Holding S.A. | 718 | $345.9K | 0.01% | −1,074−59.9% | Reduced |
| Citizens Financial Group Inc | 712 | $343.0K | 0.01% | +712 | New |
| Fifth Third Wealth Advisors LLC | 710 | $342.0K | 0.03% | +710 | New |
| Connecticut Wealth Management, LLC | 705 | $339.8K | 0.02% | −298−29.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $337.2K | 0.13% | −300−30.0% | Reduced |
| DRW Securities, LLC | 690 | $332.1K | 0.02% | +690 | New |
| Beverly Hills Private Wealth, LLC | 689 | $331.9K | 0.07% | −57−7.6% | Reduced |
| Summit Trail Advisors, LLC | 686 | $330.5K | 0.01% | +174+34.0% | Added |
| Gen-Wealth Partners Inc | 686 | $330.5K | 0.16% | +208+43.5% | Added |
| Parallax Volatility Advisers, L.P. | 667 | $321.3K | 0.01% | −869−56.6% | Reduced |
| Meridian Wealth Management, LLC | 664 | $319.6K | 0.04% | +664 | New |
| Peapack Gladstone Financial Corp | 661 | $318.0K | 0.00% | +661 | New |
| Farther Finance Advisors, LLC | 658 | $315.5K | 0.02% | +255+63.3% | Added |
| Apeiron RIA LLC | 649 | $312.9K | 0.10% | +5+0.8% | Added |
| SageView Advisory Group, LLC | 643 | $309.6K | 0.01% | −5,739−89.9% | Reduced |
| EverSource Wealth Advisors, LLC | 572 | $309.2K | 0.02% | +104+22.2% | Added |
| Virtue Capital Management, LLC | 567 | $308.6K | 0.05% | −6−1.0% | Reduced |
| Axxcess Wealth Management, LLC | 637 | $306.8K | 0.01% | −13,468−95.5% | Reduced |
| Parallel Advisors, LLC | 637 | $306.8K | 0.01% | −24−3.6% | Reduced |
| Occudo Quantitative Strategies LP | 635 | $305.9K | 0.05% | +635 | New |
| Weaver Capital Management LLC | 634 | $305.4K | 0.10% | −61−8.8% | Reduced |
| JSF Financial, LLC | 633 | $304.9K | 0.09% | 00.0% | Unchanged |
| NBC Securities, Inc. | 633 | $304.0K | 0.03% | +602+1,941.9% | Added |
| Redwood Investments, LLC | 1,656 | $298.7K | 0.10% | −6,905−80.7% | Reduced |
| Commerzbank Aktiengesellschaft | 618 | $298.0K | 0.01% | +21+3.5% | Added |
| ClearAlpha Technologies LP | 617 | $297.2K | 0.12% | +617 | New |
| Brown Brothers Harriman & Co | 609 | $293.4K | 0.00% | −54−8.1% | Reduced |
| Sigma Planning Corp | 608 | $293.0K | 0.01% | −14−2.3% | Reduced |
| World Equity Group, Inc. | 600 | $289.1K | 0.09% | −3−0.5% | Reduced |
| WJ Wealth Management, LLC | 600 | $289.1K | 0.11% | 00.0% | Unchanged |
| Independent Advisor Alliance | 590 | $284.2K | 0.01% | +42+7.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 583 | $280.9K | 0.01% | −15,412−96.4% | Reduced |
| Gotham Asset Management, LLC | 582 | $280.4K | 0.00% | −319−35.4% | Reduced |