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 |
|---|---|---|---|---|---|
| BDF-Gestion | 3,017 | – | – | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,418,385−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −545,875−100.0% | Sold out |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Triple Frond Partners LLC | 0 | $0 | 0.00% | −57,920−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −43,016−100.0% | Sold out |
| Apeiron Capital Ltd | 0 | $0 | 0.00% | −15,064−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −10,968−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,285−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −5,198−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,119−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,841−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −3,856−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,592−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,372−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,249−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −1,951−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,316−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −48,072−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| One Wealth Management Investment & Advisory Services, LLC | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| TRUE Private Wealth Advisors | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| First Trust Investment Solutions L.P. | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Cambridge Financial Group, Inc. | – | – | – | – | Not filed |
| Ofi Invest Asset Management | – | – | – | – | Not filed |
| Permanent Capital Management, LP | – | – | – | – | Not filed |
| Clear Rock Advisors, LLC | – | – | – | – | Not filed |
| Epic Trust Investment Advisors, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |