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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 581 | $279.9K | 0.00% | +236+68.4% | Added |
| Crestmont Private Wealth LLC | 580 | $279.4K | 0.13% | +9+1.6% | Added |
| Wealth Alliance | 580 | $279.2K | 0.04% | +580 | New |
| Perigon Wealth Management, LLC | 578 | $278.5K | 0.01% | −59−9.3% | Reduced |
| Jones Financial Companies LLLP | 575 | $276.8K | 0.00% | +526+1,073.5% | Added |
| Corton Capital Inc. | 573 | $276.0K | 0.14% | +573 | New |
| Fenimore Asset Management Inc | 572 | $275.6K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 572 | $275.4K | 0.00% | +572 | New |
| Valeo Financial Advisors, LLC | 568 | $273.9K | 0.01% | −72−11.3% | Reduced |
| Camden Capital, LLC | 566 | $272.9K | 0.02% | −15−2.6% | Reduced |
| Symmetry Partners, LLC | 563 | $271.0K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 557 | $268.3K | 0.02% | +102+22.4% | Added |
| Clarius Group, LLC | 543 | $261.6K | 0.02% | −4−0.7% | Reduced |
| Capital Advisors, Ltd. LLC | 542 | $261.0K | 0.03% | +20+3.8% | Added |
| Whittier Trust Co of Nevada Inc | 540 | $260.1K | 0.01% | +7+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 539 | $259.7K | 0.01% | +539 | New |
| BluePath Capital Management, LLC | 539 | $259.6K | 0.19% | +35+6.9% | Added |
| Skopos Labs, Inc. | 465 | $258.0K | 0.11% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 530 | $255.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 532 | $255.0K | 0.03% | +532 | New |
| Kathmere Capital Management, LLC | 527 | $253.9K | 0.03% | +125+31.1% | Added |
| Teza Capital Management LLC | 521 | $251.0K | 0.03% | −5,594−91.5% | Reduced |
| Forum Financial Management, LP | 515 | $248.1K | 0.00% | +1+0.2% | Added |
| Fukoku Mutual Life Insurance Co | 515 | $248.1K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 512 | $246.5K | 0.00% | +68+15.3% | Added |
| Boston Private Wealth LLC | 510 | $245.7K | 0.01% | −221−30.2% | Reduced |
| Ramirez Asset Management, Inc. | 509 | $245.2K | 0.05% | +509 | New |
| Clear Rock Advisors, LLC | 507 | $244.2K | 0.10% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 506 | $243.8K | 0.02% | −2,973−85.5% | Reduced |
| New World Advisors LLC | 505 | $243.3K | 0.07% | +505 | New |
| Castleview Partners, LLC | 503 | $242.3K | 0.14% | +503 | New |
| Ibex Investors LLC | 500 | $240.9K | 0.25% | +500 | New |
| Siemens Fonds Invest GmbH | 496 | $238.9K | 0.02% | −340−40.7% | Reduced |
| Salvus Wealth Management, LLC | 491 | $236.5K | 0.16% | +491 | New |
| Equitable Trust Co | 487 | $234.6K | 0.02% | +487 | New |
| Conning Inc. | 479 | $230.8K | 0.01% | +19+4.1% | Added |
| Hamilton Capital Partners Inc. | 470 | $226.4K | 0.02% | +470 | New |
| Algert Global LLC | 469 | $225.9K | 0.01% | −7−1.5% | Reduced |
| Lake Street Advisors Group, LLC | 453 | $218.3K | 0.01% | +15+3.4% | Added |
| Gryphon Financial Partners LLC | 450 | $216.9K | 0.03% | −38−7.8% | Reduced |
| Angeles Wealth Management, LLC | 444 | $213.9K | 0.02% | +444 | New |
| Flagship Harbor Advisors, LLC | 443 | $213.2K | 0.01% | −27−5.7% | Reduced |
| Azzad Asset Management Inc | 442 | $213.1K | 0.03% | +442 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 394 | $211.0K | 0.00% | −2,160−84.6% | Reduced |
| V-Square Quantitative Management LLC | 437 | $210.5K | 0.03% | +37+9.3% | Added |
| Quarry LP | 437 | $210.5K | 0.09% | +418+2,200.0% | Added |
| OneAscent Wealth Management LLC | 435 | $210.0K | 0.11% | +435 | New |
| Prime Capital Investment Advisors, LLC | 434 | $209.1K | 0.00% | −34−7.3% | Reduced |
| Keel Point, LLC | 379 | $207.2K | 0.02% | −2−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 425 | $204.7K | 0.01% | −12−2.7% | Reduced |
| First Trust Investment Solutions L.P. | 424 | $204.3K | 0.03% | −2−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 423 | $204.0K | 0.01% | +20+5.0% | Added |
| Principal Street Partners, LLC | 422 | $203.3K | 0.04% | −4−0.9% | Reduced |
| Magellan Asset Management Ltd | 421 | $202.8K | 0.00% | +85+25.3% | Added |
| Fishman Jay A Ltd | 420 | $202.3K | 0.02% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 419 | $201.8K | 0.22% | +419 | New |
| Smithfield Trust Co | 417 | $200.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 412 | $198.5K | 0.03% | +240+139.5% | Added |
| IFP Advisors, Inc | 395 | $190.4K | 0.01% | +183+86.3% | Added |
| Penserra Capital Management LLC | 363 | $175.0K | 0.00% | +4+1.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 350 | $169.0K | 0.10% | −744−68.0% | Reduced |
| Montag A & Associates Inc | 350 | $168.6K | 0.01% | −139−28.4% | Reduced |
| Zions Bancorporation, N.A. | 345 | $166.2K | 0.01% | −332−49.0% | Reduced |
| Sentry Investment Management LLC | 344 | $166.0K | 0.07% | −71−17.1% | Reduced |
| Huntington National Bank | 339 | $163.3K | 0.00% | +110+48.0% | Added |
| Clearstead Advisors, LLC | 334 | $160.9K | 0.00% | +249+292.9% | Added |
| Harbour Investments, Inc. | 316 | $152.2K | 0.01% | +21+7.1% | Added |
| Washington Trust Advisors, Inc. | 300 | $144.5K | 0.01% | −66−18.0% | Reduced |
| JCIC Asset Management Inc. | 295 | $142.1K | 0.06% | +30+11.3% | Added |
| Ancora Advisors, LLC | 288 | $138.7K | 0.00% | −61−17.5% | Reduced |
| Motco | 284 | $136.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 279 | $134.4K | 0.02% | +59+26.8% | Added |
| EntryPoint Capital, LLC | 270 | $130.1K | 0.06% | +49+22.2% | Added |
| Allworth Financial LP | 246 | $122.0K | 0.00% | +9+3.8% | Added |
| Godsey & Gibb Associates | 250 | $120.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 245 | $118.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 245 | $118.0K | 0.00% | +6+2.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 245 | $118.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 233 | $113.4K | 0.02% | +92+65.2% | Added |
| Lindbrook Capital, LLC | 233 | $112.2K | 0.01% | −66−22.1% | Reduced |
| CVA Family Office, LLC | 233 | $112.2K | 0.02% | −40−14.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 232 | $111.8K | 0.01% | +232 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 227 | $109.4K | 0.03% | +79+53.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 227 | $109.0K | 0.00% | +8+3.7% | Added |
| Cromwell Holdings LLC | 224 | $107.9K | 0.06% | +224 | New |
| Covestor Ltd | 215 | $104.0K | 0.07% | +39+22.2% | Added |
| Opal Wealth Advisors, LLC | 211 | $101.7K | 0.03% | +211 | New |
| Alta Advisers Ltd | 200 | $96.3K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 175 | $84.3K | 0.01% | −16−8.4% | Reduced |
| JFS Wealth Advisors, LLC | 173 | $83.3K | 0.01% | −3−1.7% | Reduced |
| Dunhill Financial, LLC | 167 | $80.5K | 0.05% | +159+1,987.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 165 | $79.5K | 0.00% | +165 | New |
| Park Place Capital Corp | 157 | $75.6K | 0.02% | −96−37.9% | Reduced |
| Acima Private Wealth, LLC | 153 | $73.7K | 0.03% | 00.0% | Unchanged |
| Tobam | 151 | $73.0K | 0.01% | +151 | New |
| Sunbelt Securities, Inc. | 150 | $72.3K | 0.01% | −55−26.8% | Reduced |
| International Assets Investment Management, LLC | 135 | $65.0K | 0.01% | +135 | New |
| Riverview Trust Co | 133 | $64.1K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 133 | $64.0K | 0.02% | +24+22.0% | Added |
| Crewe Advisors LLC | 132 | $63.6K | 0.01% | +72+120.0% | Added |