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, Q3 2024
Institutional positions in MSCI Inc. as of Sep 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
- 1,001
- +70 vs. Q2 2024
- Shares held
- 69.8M
- +5.59M (+8.7%) vs. Q2 2024
- Total value
- $40.7B
- +$9.75B (+31.5%) vs. Q2 2024
- New holders
- 138
- 417 more added
- Sold out
- 68
- 313 more reduced
8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,837,144 | $5.15B | 0.09% | −23,327−0.3% | Reduced |
| BlackRock, Inc. | 6,301,984 | $3.67B | 0.08% | +6,301,984 | New |
| State Street Corp | 3,192,364 | $1.86B | 0.08% | +11,351+0.4% | Added |
| Polen Capital Management LLC | 2,228,293 | $1.30B | 3.35% | +577,843+35.0% | Added |
| Edgewood Management LLC | 2,195,639 | $1.28B | 3.45% | +318,214+16.9% | Added |
| Bamco Inc | 2,157,431 | $1.26B | 3.34% | −57,979−2.6% | Reduced |
| Geode Capital Management, LLC | 1,862,362 | $1.08B | 0.09% | +13,691+0.7% | Added |
| Morgan Stanley | 1,846,907 | $1.08B | 0.08% | +178,679+10.7% | Added |
| Massachusetts Financial Services Co | 1,587,723 | $925.5M | 0.28% | +198,666+14.3% | Added |
| Principal Financial Group Inc | 1,493,534 | $870.6M | 0.48% | +37,340+2.6% | Added |
| Capital International Investors | 1,247,192 | $727.0M | 0.14% | −232,439−15.7% | Reduced |
| Sustainable Growth Advisers, LP | 1,148,169 | $669.3M | 2.84% | −191,890−14.3% | Reduced |
| Fiera Capital Corp | 1,098,936 | $640.6M | 1.93% | −25,845−2.3% | Reduced |
| American Century Companies Inc | 1,064,227 | $620.4M | 0.36% | +16,267+1.6% | Added |
| Nordea Investment Management AB | 1,032,624 | $598.4M | 0.68% | +59,189+6.1% | Added |
| Norges Bank | 1,010,285 | $588.9M | 0.08% | +37,571+3.9% | Added |
| Brown Advisory Inc | 902,220 | $525.9M | 0.66% | −173,366−16.1% | Reduced |
| FMR LLC | 828,127 | $482.7M | 0.03% | −290,027−25.9% | Reduced |
| Northern Trust Corp | 735,966 | $429.0M | 0.07% | −1,819−0.2% | Reduced |
| Franklin Resources Inc | 620,692 | $377.6M | 0.11% | −67,382−9.8% | Reduced |
| Bank of America Corp | 627,664 | $365.9M | 0.03% | +38,675+6.6% | Added |
| JPMorgan Chase & Co | 536,211 | $312.6M | 0.03% | +23,050+4.5% | Added |
| Deutsche Bank AG | 519,306 | $302.7M | 0.12% | −18,451−3.4% | Reduced |
| Legal & General Group Plc | 516,444 | $301.1M | 0.08% | −4,771−0.9% | Reduced |
| Millennium Management LLC | 514,770 | $300.1M | 0.26% | +225,075+77.7% | Added |
| Bank of New York Mellon Corp | 507,333 | $295.7M | 0.06% | −8,890−1.7% | Reduced |
| Goldman Sachs Group Inc | 487,542 | $284.2M | 0.05% | −140,652−22.4% | Reduced |
| StonePine Asset Management Inc. | 485,020 | $282.7M | 2.73% | +23,350+5.1% | Added |
| Charles Schwab Investment Management Inc | 484,011 | $282.1M | 0.05% | +5,007+1.0% | Added |
| Two Sigma Advisers, LP | 483,300 | $281.7M | 0.66% | +14,600+3.1% | Added |
| Barclays PLC | 466,410 | $271.9M | 0.12% | −77,984−14.3% | Reduced |
| Invesco Ltd. | 456,294 | $266.0M | 0.05% | +96,892+27.0% | Added |
| Price T Rowe Associates Inc | 448,933 | $261.7M | 0.03% | −3,116−0.7% | Reduced |
| Amundi | 434,148 | $259.1M | 0.10% | +37,014+9.3% | Added |
| Neuberger Berman Group LLC | 401,897 | $234.3M | 0.18% | −49,189−10.9% | Reduced |
| UBS Asset Management Americas Inc | 400,308 | $233.4M | 0.06% | +5,107+1.3% | Added |
| Royal Bank of Canada | 339,416 | $197.9M | 0.04% | +34,082+11.2% | Added |
| Flossbach Von Storch AG | 327,072 | $190.7M | 0.75% | +23,179+7.6% | Added |
| Macquarie Group Ltd | 314,726 | $183.5M | 0.20% | +131,602+71.9% | Added |
| Storebrand Asset Management AS | 308,724 | $180.0M | 0.57% | +225+0.1% | Added |
| AustralianSuper Pty Ltd | 290,105 | $169.1M | 0.84% | 00.0% | Unchanged |
| California Public Employees Retirement System | 289,338 | $168.7M | 0.12% | −56,864−16.4% | Reduced |
| Two Sigma Investments, LP | 283,913 | $165.5M | 0.37% | −57,124−16.8% | Reduced |
| Envestnet Asset Management Inc | 278,913 | $162.6M | 0.05% | +36,953+15.3% | Added |
| Temasek Holdings (Private) Ltd | 277,432 | $161.7M | 0.66% | 00.0% | Unchanged |
| Wellington Management Group LLP | 266,048 | $155.1M | 0.03% | −54,214−16.9% | Reduced |
| Qube Research & Technologies Ltd | 264,249 | $154.0M | 0.28% | −26,739−9.2% | Reduced |
| Clearbridge Investments, LLC | 262,937 | $153.3M | 0.12% | +255,822+3,595.5% | Added |
| Dimensional Fund Advisors LP | 261,447 | $152.4M | 0.04% | +7,032+2.8% | Added |
| Public Employees Retirement Association of Colorado | 252,373 | $147.1M | 0.58% | −1260.0% | Reduced |
| Russell Investments Group, Ltd. | 247,313 | $144.0M | 0.21% | +81,515+49.2% | Added |
| Nuveen Asset Management, LLC | 237,857 | $138.7M | 0.04% | −7,448−3.0% | Reduced |
| Panagora Asset Management Inc | 234,470 | $136.7M | 0.65% | −2,021−0.9% | Reduced |
| Ameriprise Financial Inc | 232,825 | $135.7M | 0.03% | −47,547−17.0% | Reduced |
| Intermede Investment Partners Ltd | 230,633 | $134.4M | 2.81% | +230,633 | New |
| Ownership Capital B.V. | 224,156 | $130.7M | 4.18% | −47,917−17.6% | Reduced |
| Wells Fargo & Company | 218,026 | $127.1M | 0.03% | +58,804+36.9% | Added |
| Alliancebernstein L.P. | 209,057 | $121.9M | 0.04% | −3,069−1.4% | Reduced |
| Ako Capital LLP | 206,096 | $120.1M | 1.57% | −255,586−55.4% | Reduced |
| Findlay Park Partners LLP | 201,300 | $117.3M | 1.11% | −2,100−1.0% | Reduced |
| Los Angeles Capital Management LLC | 199,710 | $116.4M | 0.47% | +29,444+17.3% | Added |
| Schroder Investment Management Group | 191,989 | $111.9M | 0.11% | −67,530−26.0% | Reduced |
| UBS Group AG | 189,241 | $110.3M | 0.03% | +6,387+3.5% | Added |
| Bristol Gate Capital Partners Inc. | 188,730 | $110.0M | 5.04% | −280−0.1% | Reduced |
| EULAV Asset Management | 188,457 | $109.9M | 2.67% | +14,754+8.5% | Added |
| Arrowstreet Capital, Limited Partnership | 188,330 | $109.8M | 0.09% | +39,920+26.9% | Added |
| HSBC Holdings PLC | 186,417 | $108.5M | 0.07% | −45,499−19.6% | Reduced |
| Eagle Asset Management Inc | 179,325 | $106.5M | 0.54% | −90,976−33.7% | Reduced |
| Durable Capital Partners LP | 180,610 | $105.3M | 0.77% | −135,989−43.0% | Reduced |
| Nomura Asset Management Co Ltd | 178,714 | $104.2M | 0.32% | −16,711−8.6% | Reduced |
| Baird Financial Group, Inc. | 177,718 | $103.6M | 0.20% | −17,069−8.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 176,205 | $102.7M | 0.07% | +4,935+2.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 175,775 | $102.5M | 0.23% | +174,408+12,758.4% | Added |
| National Pension Service | 173,878 | $101.4M | 0.10% | +9,344+5.7% | Added |
| SEI Investments Co | 173,646 | $101.2M | 0.13% | +25,830+17.5% | Added |
| D. E. Shaw & Co., Inc. | 169,018 | $98.5M | 0.13% | +120,128+245.7% | Added |
| Bowie Capital Management, LLC | 168,357 | $98.1M | 5.53% | +7,655+4.8% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 166,619 | $97.1M | 0.38% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 160,245 | $93.4M | 0.29% | −2,819−1.7% | Reduced |
| Swedbank AB | 154,107 | $89.8M | 0.11% | −1,081−0.7% | Reduced |
| Westfield Capital Management Co LP | 153,943 | $89.7M | 0.41% | +25,849+20.2% | Added |
| Rhumbline Advisers | 152,239 | $88.7M | 0.08% | −3,242−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 151,514 | $88.3M | 0.09% | +14,028+10.2% | Added |
| Fisher Asset Management, LLC | 144,928 | $84.5M | 0.03% | −8,741−5.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 142,850 | $83.3M | 0.75% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 136,121 | $79.3M | 0.12% | +136,121 | New |
| Assenagon Asset Management S.A. | 133,636 | $77.9M | 0.16% | +104,474+358.3% | Added |
| Bank of Montreal | 132,222 | $76.2M | 0.04% | +7,521+6.0% | Added |
| Manning & Napier Advisors LLC | 130,284 | $75.9M | 0.84% | −60,164−31.6% | Reduced |
| California State Teachers Retirement System | 128,025 | $74.6M | 0.09% | +357+0.3% | Added |
| Raymond James & Associates | 127,021 | $74.0M | 0.05% | +6,564+5.4% | Added |
| Voloridge Investment Management, LLC | 123,366 | $71.9M | 0.26% | −4,129−3.2% | Reduced |
| Aviva PLC | 121,033 | $70.6M | 0.18% | +1,939+1.6% | Added |
| Prudential Financial Inc | 120,086 | $70.0M | 0.10% | +34,307+40.0% | Added |
| Quantinno Capital Management LP | 117,078 | $68.2M | 0.89% | +479+0.4% | Added |
| GFI Investment Counsel Ltd. | 115,372 | $67.3M | 7.80% | +1,439+1.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113,097 | $65.9M | 0.07% | +7,529+7.1% | Added |
| Man Group plc | 111,118 | $64.8M | 0.18% | +75,646+213.3% | Added |
| Ycg, LLC | 107,177 | $62.5M | 4.82% | +812+0.8% | Added |
| HighTower Advisors, LLC | 103,138 | $60.1M | 0.09% | −2,445−2.3% | Reduced |