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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 103,138 | $60.1M | 0.09% | −2,445−2.3% | Reduced |
| Ycg, LLC | 107,177 | $62.5M | 4.82% | +812+0.8% | Added |
| Man Group plc | 111,118 | $64.8M | 0.18% | +75,646+213.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 113,097 | $65.9M | 0.07% | +7,529+7.1% | Added |
| GFI Investment Counsel Ltd. | 115,372 | $67.3M | 7.80% | +1,439+1.3% | Added |
| Quantinno Capital Management LP | 117,078 | $68.2M | 0.89% | +479+0.4% | Added |
| Prudential Financial Inc | 120,086 | $70.0M | 0.10% | +34,307+40.0% | Added |
| Aviva PLC | 121,033 | $70.6M | 0.18% | +1,939+1.6% | Added |
| Voloridge Investment Management, LLC | 123,366 | $71.9M | 0.26% | −4,129−3.2% | Reduced |
| Raymond James & Associates | 127,021 | $74.0M | 0.05% | +6,564+5.4% | Added |
| California State Teachers Retirement System | 128,025 | $74.6M | 0.09% | +357+0.3% | Added |
| Manning & Napier Advisors LLC | 130,284 | $75.9M | 0.84% | −60,164−31.6% | Reduced |
| Bank of Montreal | 132,222 | $76.2M | 0.04% | +7,521+6.0% | Added |
| Assenagon Asset Management S.A. | 133,636 | $77.9M | 0.16% | +104,474+358.3% | Added |
| Renaissance Technologies LLC | 136,121 | $79.3M | 0.12% | +136,121 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 142,850 | $83.3M | 0.75% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 144,928 | $84.5M | 0.03% | −8,741−5.7% | Reduced |
| BNP Paribas Arbitrage, SA | 151,514 | $88.3M | 0.09% | +14,028+10.2% | Added |
| Rhumbline Advisers | 152,239 | $88.7M | 0.08% | −3,242−2.1% | Reduced |
| Westfield Capital Management Co LP | 153,943 | $89.7M | 0.41% | +25,849+20.2% | Added |
| Swedbank AB | 154,107 | $89.8M | 0.11% | −1,081−0.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 160,245 | $93.4M | 0.29% | −2,819−1.7% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 166,619 | $97.1M | 0.38% | 00.0% | Unchanged |
| Bowie Capital Management, LLC | 168,357 | $98.1M | 5.53% | +7,655+4.8% | Added |
| D. E. Shaw & Co., Inc. | 169,018 | $98.5M | 0.13% | +120,128+245.7% | Added |
| SEI Investments Co | 173,646 | $101.2M | 0.13% | +25,830+17.5% | Added |
| National Pension Service | 173,878 | $101.4M | 0.10% | +9,344+5.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 175,775 | $102.5M | 0.23% | +174,408+12,758.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 176,205 | $102.7M | 0.07% | +4,935+2.9% | Added |
| Baird Financial Group, Inc. | 177,718 | $103.6M | 0.20% | −17,069−8.8% | Reduced |
| Nomura Asset Management Co Ltd | 178,714 | $104.2M | 0.32% | −16,711−8.6% | Reduced |
| Durable Capital Partners LP | 180,610 | $105.3M | 0.77% | −135,989−43.0% | Reduced |
| Eagle Asset Management Inc | 179,325 | $106.5M | 0.54% | −90,976−33.7% | Reduced |
| HSBC Holdings PLC | 186,417 | $108.5M | 0.07% | −45,499−19.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 188,330 | $109.8M | 0.09% | +39,920+26.9% | Added |
| EULAV Asset Management | 188,457 | $109.9M | 2.67% | +14,754+8.5% | Added |
| Bristol Gate Capital Partners Inc. | 188,730 | $110.0M | 5.04% | −280−0.1% | Reduced |
| UBS Group AG | 189,241 | $110.3M | 0.03% | +6,387+3.5% | Added |
| Schroder Investment Management Group | 191,989 | $111.9M | 0.11% | −67,530−26.0% | Reduced |
| Los Angeles Capital Management LLC | 199,710 | $116.4M | 0.47% | +29,444+17.3% | Added |
| Findlay Park Partners LLP | 201,300 | $117.3M | 1.11% | −2,100−1.0% | Reduced |
| Ako Capital LLP | 206,096 | $120.1M | 1.57% | −255,586−55.4% | Reduced |
| Alliancebernstein L.P. | 209,057 | $121.9M | 0.04% | −3,069−1.4% | Reduced |
| Wells Fargo & Company | 218,026 | $127.1M | 0.03% | +58,804+36.9% | Added |
| Ownership Capital B.V. | 224,156 | $130.7M | 4.18% | −47,917−17.6% | Reduced |
| Intermede Investment Partners Ltd | 230,633 | $134.4M | 2.81% | +230,633 | New |
| Ameriprise Financial Inc | 232,825 | $135.7M | 0.03% | −47,547−17.0% | Reduced |
| Panagora Asset Management Inc | 234,470 | $136.7M | 0.65% | −2,021−0.9% | Reduced |
| Nuveen Asset Management, LLC | 237,857 | $138.7M | 0.04% | −7,448−3.0% | Reduced |
| Russell Investments Group, Ltd. | 247,313 | $144.0M | 0.21% | +81,515+49.2% | Added |
| Public Employees Retirement Association of Colorado | 252,373 | $147.1M | 0.58% | −1260.0% | Reduced |
| Dimensional Fund Advisors LP | 261,447 | $152.4M | 0.04% | +7,032+2.8% | Added |
| Clearbridge Investments, LLC | 262,937 | $153.3M | 0.12% | +255,822+3,595.5% | Added |
| Qube Research & Technologies Ltd | 264,249 | $154.0M | 0.28% | −26,739−9.2% | Reduced |
| Wellington Management Group LLP | 266,048 | $155.1M | 0.03% | −54,214−16.9% | Reduced |
| Temasek Holdings (Private) Ltd | 277,432 | $161.7M | 0.66% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 278,913 | $162.6M | 0.05% | +36,953+15.3% | Added |
| Two Sigma Investments, LP | 283,913 | $165.5M | 0.37% | −57,124−16.8% | Reduced |
| California Public Employees Retirement System | 289,338 | $168.7M | 0.12% | −56,864−16.4% | Reduced |
| AustralianSuper Pty Ltd | 290,105 | $169.1M | 0.84% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 308,724 | $180.0M | 0.57% | +225+0.1% | Added |
| Macquarie Group Ltd | 314,726 | $183.5M | 0.20% | +131,602+71.9% | Added |
| Flossbach Von Storch AG | 327,072 | $190.7M | 0.75% | +23,179+7.6% | Added |
| Royal Bank of Canada | 339,416 | $197.9M | 0.04% | +34,082+11.2% | Added |
| UBS Asset Management Americas Inc | 400,308 | $233.4M | 0.06% | +5,107+1.3% | Added |
| Neuberger Berman Group LLC | 401,897 | $234.3M | 0.18% | −49,189−10.9% | Reduced |
| Amundi | 434,148 | $259.1M | 0.10% | +37,014+9.3% | Added |
| Price T Rowe Associates Inc | 448,933 | $261.7M | 0.03% | −3,116−0.7% | Reduced |
| Invesco Ltd. | 456,294 | $266.0M | 0.05% | +96,892+27.0% | Added |
| Barclays PLC | 466,410 | $271.9M | 0.12% | −77,984−14.3% | Reduced |
| Two Sigma Advisers, LP | 483,300 | $281.7M | 0.66% | +14,600+3.1% | Added |
| Charles Schwab Investment Management Inc | 484,011 | $282.1M | 0.05% | +5,007+1.0% | Added |
| StonePine Asset Management Inc. | 485,020 | $282.7M | 2.73% | +23,350+5.1% | Added |
| Goldman Sachs Group Inc | 487,542 | $284.2M | 0.05% | −140,652−22.4% | Reduced |
| Bank of New York Mellon Corp | 507,333 | $295.7M | 0.06% | −8,890−1.7% | Reduced |
| Millennium Management LLC | 514,770 | $300.1M | 0.26% | +225,075+77.7% | Added |
| Legal & General Group Plc | 516,444 | $301.1M | 0.08% | −4,771−0.9% | Reduced |
| Deutsche Bank AG | 519,306 | $302.7M | 0.12% | −18,451−3.4% | Reduced |
| JPMorgan Chase & Co | 536,211 | $312.6M | 0.03% | +23,050+4.5% | Added |
| Bank of America Corp | 627,664 | $365.9M | 0.03% | +38,675+6.6% | Added |
| Franklin Resources Inc | 620,692 | $377.6M | 0.11% | −67,382−9.8% | Reduced |
| Northern Trust Corp | 735,966 | $429.0M | 0.07% | −1,819−0.2% | Reduced |
| FMR LLC | 828,127 | $482.7M | 0.03% | −290,027−25.9% | Reduced |
| Brown Advisory Inc | 902,220 | $525.9M | 0.66% | −173,366−16.1% | Reduced |
| Norges Bank | 1,010,285 | $588.9M | 0.08% | +37,571+3.9% | Added |
| Nordea Investment Management AB | 1,032,624 | $598.4M | 0.68% | +59,189+6.1% | Added |
| American Century Companies Inc | 1,064,227 | $620.4M | 0.36% | +16,267+1.6% | Added |
| Fiera Capital Corp | 1,098,936 | $640.6M | 1.93% | −25,845−2.3% | Reduced |
| Sustainable Growth Advisers, LP | 1,148,169 | $669.3M | 2.84% | −191,890−14.3% | Reduced |
| Capital International Investors | 1,247,192 | $727.0M | 0.14% | −232,439−15.7% | Reduced |
| Principal Financial Group Inc | 1,493,534 | $870.6M | 0.48% | +37,340+2.6% | Added |
| Massachusetts Financial Services Co | 1,587,723 | $925.5M | 0.28% | +198,666+14.3% | Added |
| Morgan Stanley | 1,846,907 | $1.08B | 0.08% | +178,679+10.7% | Added |
| Geode Capital Management, LLC | 1,862,362 | $1.08B | 0.09% | +13,691+0.7% | Added |
| Bamco Inc | 2,157,431 | $1.26B | 3.34% | −57,979−2.6% | Reduced |
| Edgewood Management LLC | 2,195,639 | $1.28B | 3.45% | +318,214+16.9% | Added |
| Polen Capital Management LLC | 2,228,293 | $1.30B | 3.35% | +577,843+35.0% | Added |
| State Street Corp | 3,192,364 | $1.86B | 0.08% | +11,351+0.4% | Added |
| BlackRock, Inc. | 6,301,984 | $3.67B | 0.08% | +6,301,984 | New |
| Vanguard Group Inc | 8,837,144 | $5.15B | 0.09% | −23,327−0.3% | Reduced |