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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 32 | $18.7K | 0.00% | +22+220.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 32 | $19.0K | 0.00% | +19+146.2% | Added |
| Copley Financial Group, Inc. | 33 | $19.4K | 0.02% | +33 | New |
| Trust Co of Vermont | 34 | $19.8K | 0.00% | +9+36.0% | Added |
| Financial Management Professionals, Inc. | 35 | $20.0K | 0.00% | +3+9.4% | Added |
| Anchor Investment Management, LLC | 35 | $20.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 36 | $21.0K | 0.00% | +8+28.6% | Added |
| Raleigh Capital Management Inc. | 37 | $21.6K | 0.01% | +6+19.4% | Added |
| CoreCap Advisors, LLC | 37 | $21.6K | 0.00% | +7+23.3% | Added |
| Bell Investment Advisors, Inc | 37 | $21.6K | 0.00% | −2−5.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 32 | $22.2K | 0.00% | −362−91.9% | Reduced |
| Golden State Equity Partners | 40 | $23.3K | 0.00% | +40 | New |
| Washington Trust Co | 41 | $23.9K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 42 | $24.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $26.2K | 0.00% | +6+15.4% | Added |
| Oarsman Capital, Inc. | 45 | $26.2K | 0.00% | +45 | New |
| LRI Investments, LLC | 44 | $26.7K | 0.00% | +24+120.0% | Added |
| Hemington Wealth Management | 48 | $27.0K | 0.01% | +48 | New |
| AdvisorNet Financial, Inc | 47 | $27.4K | 0.00% | +3+6.8% | Added |
| Rise Advisors, LLC | 47 | $27.6K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 48 | $28.0K | 0.01% | +2+4.3% | Added |
| Beacon Capital Management, LLC | 53 | $30.9K | 0.00% | +47+783.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 60 | $35.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $35.6K | 0.00% | −112−64.7% | Reduced |
| Farmers & Merchants Investments Inc | 61 | $35.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 65 | $37.9K | 0.01% | +65 | New |
| Ashton Thomas Securities, LLC | 68 | $39.6K | 0.01% | +68 | New |
| Private Trust Co NA | 77 | $44.9K | 0.00% | +20+35.1% | Added |
| Planning Capital Management Corp | 77 | $44.9K | 0.03% | +20+35.1% | Added |
| International Assets Investment Management, LLC | 26,232 | $45.0K | 0.00% | +26,097+19,331.1% | Added |
| Plante Moran Financial Advisors, LLC | 80 | $46.6K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 80 | $46.6K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 80 | $46.6K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $46.6K | 0.00% | +26+48.1% | Added |
| Ridgewood Investments LLC | 82 | $47.8K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 85 | $49.5K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 86 | $50.1K | 0.04% | −47−35.3% | Reduced |
| SRS Capital Advisors, Inc. | 96 | $56.0K | 0.00% | +7+7.9% | Added |
| American National Bank | 99 | $57.7K | 0.01% | +99 | New |
| Geo Capital Gestora de Recursos Ltd | 106 | $62.0K | 0.07% | −12−10.2% | Reduced |
| Larson Financial Group LLC | 107 | $62.4K | 0.00% | +26+32.1% | Added |
| ORG Partners LLC | 114 | $66.5K | 0.01% | −418−78.6% | Reduced |
| Quent Capital, LLC | 115 | $67.2K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 121 | $70.5K | 0.01% | −2,101−94.6% | Reduced |
| Optiver Holding B.V. | 126 | $73.4K | 0.00% | +31+32.6% | Added |
| Pin Oak Investment Advisors Inc | 130 | $75.0K | 0.07% | +44+51.2% | Added |
| Global Financial Private Client, LLC | 129 | $75.2K | 0.03% | +12+10.3% | Added |
| Global Retirement Partners, LLC | 135 | $78.7K | 0.00% | +38+39.2% | Added |
| Geneos Wealth Management Inc. | 142 | $82.8K | 0.00% | +132+1,320.0% | Added |
| Tobam | 151 | $88.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 153 | $89.2K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 157 | $91.5K | 0.08% | +55+53.9% | Added |
| Capital Performance Advisors LLP | 161 | $93.9K | 0.03% | +161 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 165 | $96.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 166 | $96.8K | 0.01% | +16+10.7% | Added |
| Park Place Capital Corp | 170 | $99.1K | 0.03% | +13+8.3% | Added |
| Umb Bank N A | 171 | $99.7K | 0.00% | +59+52.7% | Added |
| Parkside Financial Bank & Trust | 171 | $99.7K | 0.01% | −4−2.3% | Reduced |
| Reuter James Wealth Management, LLC | 172 | $100.3K | 0.02% | +172 | New |
| Dunhill Financial, LLC | 175 | $102.1K | 0.05% | +8+4.8% | Added |
| Goldstream Capital Management Ltd | 195 | $113.7K | 0.05% | +195 | New |
| Alta Advisers Ltd | 200 | $116.6K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 221 | $128.8K | 0.04% | −6−2.6% | Reduced |
| Cromwell Holdings LLC | 224 | $130.6K | 0.08% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 225 | $131.2K | 0.00% | −20−8.2% | Reduced |
| Values First Advisors, Inc. | 227 | $132.6K | 0.07% | +227 | New |
| Allworth Financial LP | 235 | $137.0K | 0.00% | −11−4.5% | Reduced |
| CVA Family Office, LLC | 239 | $139.3K | 0.02% | +6+2.6% | Added |
| Lindbrook Capital, LLC | 243 | $141.7K | 0.01% | +10+4.3% | Added |
| Clean Yield Group | 245 | $142.8K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 244 | $143.0K | 0.09% | +29+13.5% | Added |
| Godsey & Gibb Associates | 250 | $145.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 272 | $158.6K | 0.00% | −44−13.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 281 | $163.8K | 0.01% | +281 | New |
| Motco | 284 | $165.6K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 289 | $168.5K | 0.00% | +1+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $174.9K | 0.04% | +300 | New |
| Zions Bancorporation, N.A. | 339 | $197.6K | 0.01% | −6−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 349 | $200.7K | 0.00% | −401−53.5% | Reduced |
| Sentry Investment Management LLC | 344 | $201.0K | 0.08% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 346 | $201.0K | 0.01% | +346 | New |
| Csenge Advisory Group | 334 | $202.3K | 0.01% | +334 | New |
| Keebeck Alpha, LP | 347 | $202.3K | 0.13% | +347 | New |
| Principal Street Partners, LLC | 422 | $203.3K | 0.03% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 349 | $203.4K | 0.06% | +349 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 350 | $204.0K | 0.12% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 350 | $204.0K | 0.13% | +350 | New |
| Savant Capital, LLC | 351 | $204.6K | 0.00% | +351 | New |
| Equitable Holdings, Inc. | 352 | $205.2K | 0.00% | +352 | New |
| Oppenheimer & Co Inc | 355 | $206.9K | 0.00% | +355 | New |
| JCIC Asset Management Inc. | 360 | $209.9K | 0.09% | +65+22.0% | Added |
| Buckhead Capital Management LLC | 360 | $209.9K | 0.07% | +360 | New |
| Qsemble Capital Management, LP | 361 | $210.4K | 0.04% | +361 | New |
| Threadgill Financial, LLC | 361 | $210.4K | 0.13% | +361 | New |
| EverSource Wealth Advisors, LLC | 363 | $211.8K | 0.01% | −209−36.5% | Reduced |
| Penserra Capital Management LLC | 367 | $213.0K | 0.00% | +4+1.1% | Added |
| Wedbush Securities Inc | 369 | $215.0K | 0.01% | +369 | New |
| Atlantic Union Bankshares Corp | 375 | $218.6K | 0.01% | −131−25.9% | Reduced |
| Summit Financial, LLC | 376 | $218.9K | 0.01% | +376 | New |
| Avestar Capital, LLC | 376 | $219.2K | 0.02% | +376 | New |