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 |
|---|---|---|---|---|---|
| M3 Advisory Group, LLC | 378 | $220.3K | 0.16% | +378 | New |
| Magellan Asset Management Ltd | 379 | $220.9K | 0.00% | −42−10.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 380 | $221.5K | 0.03% | +380 | New |
| Montag A & Associates Inc | 380 | $221.5K | 0.01% | +30+8.6% | Added |
| Aaron Wealth Advisors | 382 | $222.7K | 0.03% | +382 | New |
| Summa Corp. | 382 | $222.7K | 0.11% | +382 | New |
| Huntington National Bank | 382 | $222.7K | 0.00% | +43+12.7% | Added |
| Washington Trust Advisors, Inc. | 383 | $223.3K | 0.02% | +83+27.7% | Added |
| Prescott Group Capital Management, L.L.C. | 384 | $223.8K | 0.03% | +384 | New |
| CX Institutional | 385 | $224.4K | 0.01% | +385 | New |
| Fishman Jay A Ltd | 395 | $230.3K | 0.02% | −25−6.0% | Reduced |
| Keel Point, LLC | 396 | $230.9K | 0.02% | +17+4.5% | Added |
| Bridges Investment Management Inc | 398 | $232.0K | 0.00% | +398 | New |
| Baader Bank INC | 448 | $232.6K | 0.02% | +448 | New |
| Washington Capital Management Inc | 400 | $233.2K | 0.18% | +400 | New |
| Blue Edge Capital, LLC | 400 | $233.2K | 0.04% | +400 | New |
| CWA Asset Management Group, LLC | 401 | $233.8K | 0.01% | +401 | New |
| Lantz Financial LLC | 401 | $233.8K | 0.06% | +401 | New |
| Claret Asset Management Corp | 405 | $236.0K | 0.04% | +405 | New |
| Mayflower Financial Advisors, LLC | 411 | $239.6K | 0.04% | +411 | New |
| We Are One Seven, LLC | 413 | $240.8K | 0.01% | +413 | New |
| Journey Strategic Wealth LLC | 413 | $240.8K | 0.01% | +413 | New |
| Kestra Private Wealth Services, LLC | 414 | $241.3K | 0.00% | +414 | New |
| WealthBridge Capital Management, LLC | 414 | $241.3K | 0.07% | +414 | New |
| GAMMA Investing LLC | 415 | $241.9K | 0.02% | +136+48.7% | Added |
| Smithfield Trust Co | 417 | $243.0K | 0.01% | 00.0% | Unchanged |
| PDS Planning, Inc | 417 | $243.1K | 0.02% | +417 | New |
| Flagship Harbor Advisors, LLC | 417 | $243.3K | 0.01% | −26−5.9% | Reduced |
| D.B. Root & Company, LLC | 427 | $248.9K | 0.08% | −377−46.9% | Reduced |
| Chicago Partners Investment Group LLC | 425 | $253.5K | 0.01% | +425 | New |
| Camden Capital, LLC | 435 | $253.7K | 0.03% | −131−23.1% | Reduced |
| Evergreen Capital Management LLC | 437 | $254.7K | 0.01% | +437 | New |
| Crestwood Advisors Group LLC | 442 | $257.6K | 0.00% | +442 | New |
| ASB Consultores, LLC | 442 | $257.7K | 0.10% | +442 | New |
| OneAscent Wealth Management LLC | 445 | $259.0K | 0.10% | +10+2.3% | Added |
| Dorsey & Whitney Trust CO LLC | 449 | $261.7K | 0.01% | +24+5.6% | Added |
| Williamson Legacy Group, LLC | 451 | $262.9K | 0.18% | +451 | New |
| Capstone Investment Advisors, LLC | 452 | $263.5K | 0.01% | −1,149−71.8% | Reduced |
| Concurrent Investment Advisors, LLC | 452 | $263.8K | 0.01% | +29+6.9% | Added |
| Smartleaf Asset Management LLC | 466 | $268.5K | 0.03% | +233+100.0% | Added |
| Virtue Capital Management, LLC | 463 | $269.9K | 0.05% | −104−18.3% | Reduced |
| Howard Capital Management Inc. | 469 | $273.4K | 0.00% | +469 | New |
| Hamilton Capital Partners Inc. | 470 | $274.0K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 472 | $275.1K | 0.01% | −7−1.5% | Reduced |
| Security Financial Services, INC. | 473 | $275.7K | 0.06% | +473 | New |
| Angeles Wealth Management, LLC | 475 | $276.9K | 0.02% | +31+7.0% | Added |
| Clearstead Advisors, LLC | 476 | $277.5K | 0.00% | +142+42.5% | Added |
| Simplicity Wealth,LLC | 477 | $278.1K | 0.03% | −1,677−77.9% | Reduced |
| Howard Bailey Securities, LLC | 479 | $279.3K | 0.11% | +479 | New |
| FJ Capital Management LLC | 485 | $282.7K | 0.03% | +485 | New |
| Independent Advisor Alliance | 489 | $285.1K | 0.01% | −101−17.1% | Reduced |
| Ibex Investors LLC | 500 | $291.5K | 0.33% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 503 | $293.2K | 0.00% | −79−13.6% | Reduced |
| Ramirez Asset Management, Inc. | 509 | $296.7K | 0.06% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 510 | $297.3K | 0.04% | +73+16.7% | Added |
| Skopos Labs, Inc. | 511 | $297.9K | 0.10% | +46+9.9% | Added |
| Atomi Financial Group, Inc. | 512 | $298.7K | 0.02% | +512 | New |
| Fukoku Mutual Life Insurance Co | 515 | $300.2K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 516 | $300.8K | 0.01% | +516 | New |
| Clarius Group, LLC | 522 | $303.7K | 0.02% | −21−3.9% | Reduced |
| Forum Financial Management, LP | 521 | $303.7K | 0.01% | +6+1.2% | Added |
| Gryphon Financial Partners LLC | 524 | $305.6K | 0.04% | +74+16.4% | Added |
| Quarry LP | 527 | $307.2K | 0.09% | +90+20.6% | Added |
| Chilton Investment Co LLC | 530 | $309.0K | 0.01% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 530 | $315.5K | 0.14% | +530 | New |
| Veritas Investment Partners (UK) Ltd. | 545 | $317.6K | 0.01% | +300+122.4% | Added |
| Lake Street Advisors Group, LLC | 547 | $318.9K | 0.01% | +94+20.8% | Added |
| Landscape Capital Management, L.L.C. | 549 | $320.0K | 0.03% | +549 | New |
| ClearAlpha Technologies LP | 551 | $321.2K | 0.14% | −66−10.7% | Reduced |
| Perigon Wealth Management, LLC | 555 | $323.5K | 0.01% | −23−4.0% | Reduced |
| Capital Advisors, Ltd. LLC | 557 | $325.0K | 0.04% | +15+2.8% | Added |
| Prime Capital Investment Advisors, LLC | 564 | $328.8K | 0.00% | +130+30.0% | Added |
| Whittier Trust Co of Nevada Inc | 566 | $329.9K | 0.01% | +26+4.8% | Added |
| Fenimore Asset Management Inc | 572 | $333.4K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 576 | $336.0K | 0.01% | +8+1.4% | Added |
| Kathmere Capital Management, LLC | 577 | $336.4K | 0.03% | +50+9.5% | Added |
| Venturi Wealth Management, LLC | 581 | $338.7K | 0.02% | −848−59.3% | Reduced |
| Blue Barn Wealth, LLC | 583 | $339.8K | 0.17% | +583 | New |
| First Trust Advisors LP | 590 | $343.9K | 0.00% | +590 | New |
| Whittier Trust Co | 592 | $345.1K | 0.00% | +11+1.9% | Added |
| WJ Wealth Management, LLC | 600 | $349.8K | 0.12% | 00.0% | Unchanged |
| WBI Investments | 602 | $350.9K | 0.08% | +602 | New |
| Equitable Trust Co | 608 | $354.4K | 0.02% | +121+24.8% | Added |
| World Equity Group, Inc. | 613 | $357.3K | 0.13% | +13+2.2% | Added |
| Sigma Planning Corp | 614 | $357.8K | 0.01% | +6+1.0% | Added |
| Proequities, Inc. | 616 | $359.1K | 0.02% | −239−28.0% | Reduced |
| Insigneo Advisory Services, LLC | 617 | $359.7K | 0.04% | +617 | New |
| Ritholtz Wealth Management | 623 | $363.2K | 0.01% | −472−43.1% | Reduced |
| Crestmont Private Wealth LLC | 624 | $363.7K | 0.16% | +44+7.6% | Added |
| Net Worth Advisory Group | 629 | $366.4K | 0.11% | +629 | New |
| MBB Public Markets I LLC | 630 | $367.2K | 0.03% | −5,344−89.5% | Reduced |
| JSF Financial, LLC | 633 | $369.0K | 0.11% | 00.0% | Unchanged |
| Westpac Banking Corp | 643 | $374.8K | 0.03% | +86+15.4% | Added |
| OneAscent Financial Services LLC | 643 | $375.0K | 0.27% | −123−16.1% | Reduced |
| Intech Investment Management LLC | 644 | $375.4K | 0.00% | −1,319−67.2% | Reduced |
| Meridian Wealth Management, LLC | 667 | $388.8K | 0.02% | +3+0.5% | Added |
| Kestra Investment Management, LLC | 667 | $388.8K | 0.02% | +667 | New |
| Axxcess Wealth Management, LLC | 669 | $390.0K | 0.01% | +32+5.0% | Added |
| PEAK6 Investments LLC | 674 | $393.1K | 0.02% | +672+33,600.0% | Added |
| Apeiron RIA LLC | 676 | $394.0K | 0.11% | +27+4.2% | Added |