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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, 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.

Institutional holdersQ3 2024: 1,001 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 heldQ3 2024: $40.7B
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, Q3 2024

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2024.

Institutions holding MSCI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$50.00%0Unchanged
Y.D. More Investments Ltd44$690.00%+2+4.8%Added
Annapolis Financial Services, LLC0$1520.00%0New
ClariVest Asset Management LLC1$4870.00%00.0%Unchanged
Chesapeake Asset Management LLC1$5820.00%+1New
WestEnd Advisors, LLC1$5830.00%00.0%Unchanged
HM Payson & Co1$5830.00%+1New
Riggs Asset Managment Co. Inc.1$5830.00%+1New
JDM Financial Group LLC1$5830.00%+1New
Painted Porch Advisors LLC1$5930.00%00.0%Unchanged
1620 Investment Advisors, Inc.1$8340.00%+1New
Ruedi Wealth Management, Inc.2$1.17K0.00%−1−33.3%Reduced
Sanctuary Wealth Management, L.L.C.2$1.17K0.00%00.0%Unchanged
Sound Income Strategies, LLC2$1.17K0.00%00.0%Unchanged
Core Alternative Capital2$1.17K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC2$1.17K0.00%00.0%Unchanged
TFC Financial Management2$1.17K0.00%+2New
Claris Advisors, LLC2$1.17K0.00%+2New
Voisard Asset Management Group, Inc.2$1.17K0.00%+2New
Richard W. Paul & Associates, LLC3$1.75K0.00%−6−66.7%Reduced
MCF Advisors LLC3$1.75K0.00%−1−25.0%Reduced
Central Trust Co3$1.75K0.00%00.0%Unchanged
Fairman Group, LLC3$1.75K0.00%00.0%Unchanged
Hilltop National Bank3$1.75K0.00%00.0%Unchanged
Richardson Financial Services Inc.4$2.03K0.00%+1+33.3%Added
Cornerstone Planning Group LLC4$2.32K0.00%+1+33.3%Added
Moisand Fitzgerald Tamayo, LLC4$2.33K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc4$2.33K0.00%00.0%Unchanged
Aspect Partners, LLC4$2.33K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton4$2.33K0.00%00.0%Unchanged
Creekmur Asset Management LLC4$2.33K0.00%+4New
Highline Wealth Partners LLC4$2.34K0.00%+1+33.3%Added
Continuum Advisory, LLC4$2.42K0.00%+2+100.0%Added
Coppell Advisory Solutions LLC5$2.88K0.00%00.0%Unchanged
Bellevue Asset Management, LLC5$2.91K0.00%00.0%Unchanged
Anfield Capital Management, LLC5$2.92K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.5$2.92K0.00%00.0%Unchanged
Reston Wealth Management LLC5$2.92K0.00%+5New
Criterion Capital Advisors, LLC7$3.37K0.00%00.0%Unchanged
Sachetta, LLC6$3.50K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.6$3.50K0.00%00.0%Unchanged
St Germain D J Co Inc6$3.50K0.00%00.0%Unchanged
JNBA Financial Advisors6$3.50K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$3.50K0.00%00.0%Unchanged
Coston, McIsaac & Partners7$4.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$4.08K0.00%−41−85.4%Reduced
Pacific Center for Financial Services7$4.08K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$4.08K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$4.08K0.00%00.0%Unchanged
Red Tortoise LLC7$4.08K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC7$4.08K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC8$4.66K0.00%+8New
Capital Analysts, LLC9$5.00K0.00%+9New
Glen Eagle Advisors, LLC9$5.25K0.00%00.0%Unchanged
Eastern Bank9$5.25K0.00%+9New
Albion Financial Group9$5.25K0.00%00.0%Unchanged
First Pacific Financial9$5.25K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC9$5.25K0.00%00.0%Unchanged
Abound Wealth Management9$5.25K0.00%00.0%Unchanged
Independence Bank of Kentucky10$5.83K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC10$5.83K0.01%00.0%Unchanged
Gilliland Jeter Wealth Management LLC10$5.83K0.00%00.0%Unchanged
WR Wealth Planners, LLC10$5.83K0.00%+5+100.0%Added
Fortitude Family Office, LLC10$5.83K0.00%+10New
Delta Asset Management LLC11$6.41K0.00%00.0%Unchanged
Eukles Asset Management11$6.41K0.00%00.0%Unchanged
Concord Wealth Partners11$6.41K0.00%+11New
Bullock Wealth Management Group11$6.49K0.00%00.0%Unchanged
Kings Path Partners LLC12$7.00K0.00%00.0%Unchanged
Heritage Wealth Advisors12$7.00K0.00%+12New
Prestige Wealth Management Group LLC12$7.00K0.00%00.0%Unchanged
Avion Wealth13$7.00K0.00%+4+44.4%Added
Flaharty Asset Management, LLC13$7.60K0.00%+13New
Evergreen Private Wealth LLC14$8.16K0.00%00.0%Unchanged
Truvestments Capital LLC14$8.16K0.00%+14New
Salem Investment Counselors Inc15$8.74K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.15$8.74K0.00%00.0%Unchanged
Key Financial Inc15$8.74K0.00%+2+15.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC16$9.33K0.00%+2+14.3%Added
Davidson Capital Management Inc.16$9.33K0.00%+2+14.3%Added
Johnson Financial Group, Inc.16$9.33K0.00%+14+700.0%Added
Wolff Wiese Magana LLC16$9.33K0.01%+15+1,500.0%Added
Rakuten Securities, Inc.17$9.91K0.00%−2−10.5%Reduced
FinTrust Capital Advisors, LLC17$9.91K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.19$11.1K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC19$11.1K0.00%00.0%Unchanged
Manchester Capital Management LLC19$11.1K0.00%+1+5.6%Added
Harbor Investment Advisory, LLC20$11.7K0.00%−1−4.8%Reduced
Private Wealth Management Group, LLC20$11.7K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd21$12.0K0.00%+21New
Caitlin John, LLC20$12.3K0.01%00.0%Unchanged
Jaffetilchin Investment Partners, LLC21$12.3K0.00%+21New
Battery Global Advisors, LLC21$12.3K0.01%+21New
Meeder Asset Management Inc23$13.4K0.00%00.0%Unchanged
Asset Dedication, LLC24$14.0K0.00%00.0%Unchanged
LGT Financial Advisors LLC25$14.6K0.04%00.0%Unchanged
Princeton Global Asset Management LLC26$15.1K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC31$17.8K0.00%00.0%Unchanged
Colonial Trust Co31$18.0K0.00%+11+55.0%Added
Eagle Bay Advisors LLC31$18.1K0.01%00.0%Unchanged