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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 681 | $397.0K | 0.03% | −446−39.6% | Reduced |
| New Century Financial Group, LLC | 682 | $397.6K | 0.15% | −198−22.5% | Reduced |
| MAI Capital Management | 685 | $399.2K | 0.00% | −169−19.8% | Reduced |
| Hilltop Holdings Inc. | 688 | $400.5K | 0.03% | +688 | New |
| Beverly Hills Private Wealth, LLC | 689 | $401.6K | 0.08% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 689 | $401.6K | 0.01% | −99−12.6% | Reduced |
| Connecticut Wealth Management, LLC | 690 | $401.9K | 0.02% | −15−2.1% | Reduced |
| Weaver Capital Management LLC | 691 | $402.8K | 0.12% | +57+9.0% | Added |
| Prudential PLC | 699 | $407.5K | 0.00% | −9,393−93.1% | Reduced |
| Ronald Blue Trust, Inc. | 847 | $408.0K | 0.01% | −365−30.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $408.1K | 0.16% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 701 | $408.6K | 0.00% | +92+15.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 704 | $410.4K | 0.02% | −627−47.1% | Reduced |
| Wealth Alliance | 716 | $417.4K | 0.05% | +136+23.4% | Added |
| Parallel Advisors, LLC | 717 | $418.1K | 0.01% | +80+12.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 721 | $420.0K | 0.02% | +600+495.9% | Added |
| Winslow Capital Management, LLC | 723 | $421.5K | 0.00% | −98−11.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 732 | $426.7K | 0.03% | +22+3.1% | Added |
| SFMG, LLC | 734 | $427.8K | 0.03% | −2−0.3% | Reduced |
| Quadrant Capital Group LLC | 736 | $429.0K | 0.03% | +12+1.7% | Added |
| Sage Mountain Advisors LLC | 737 | $429.6K | 0.04% | −11−1.5% | Reduced |
| Checchi Capital Advisers, LLC | 739 | $430.8K | 0.03% | +3+0.4% | Added |
| Syon Capital LLC | 740 | $431.4K | 0.04% | −6−0.8% | Reduced |
| ORG Wealth Partners, LLC | 741 | $431.9K | 0.14% | +741 | New |
| New World Advisors LLC | 746 | $434.9K | 0.11% | +241+47.7% | Added |
| Commerzbank Aktiengesellschaft | 745 | $435.0K | 0.01% | +127+20.6% | Added |
| Cynosure Management, LLC | 760 | $443.1K | 0.06% | −106−12.2% | Reduced |
| Castleview Partners, LLC | 773 | $450.6K | 0.26% | +270+53.7% | Added |
| Elk River Wealth Management, LLC | 780 | $454.7K | 0.08% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 781 | $455.3K | 0.28% | +290+59.1% | Added |
| Bridgefront Capital, LLC | 782 | $455.9K | 0.18% | +782 | New |
| Mather Group, LLC. | 783 | $456.3K | 0.01% | +42+5.7% | Added |
| Geller Advisors LLC | 790 | $460.5K | 0.03% | −26−3.2% | Reduced |
| Farther Finance Advisors, LLC | 791 | $461.3K | 0.02% | +133+20.2% | Added |
| Davy Global Fund Management Ltd | 794 | $462.8K | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 797 | $464.0K | 0.08% | −12−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 797 | $464.6K | 0.02% | −58−6.8% | Reduced |
| Hallmark Capital Management Inc | 799 | $465.8K | 0.03% | +799 | New |
| Danica Pension, Livsforsikringsaktieselskab | 800 | $466.3K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 804 | $468.9K | 0.00% | +6+0.8% | Added |
| Wallace Advisory Group, LLC | 978 | $471.2K | 0.34% | −17−1.7% | Reduced |
| Summit Trail Advisors, LLC | 810 | $472.2K | 0.01% | +124+18.1% | Added |
| Boit C F David | 810 | $478.2K | 0.24% | 00.0% | Unchanged |
| Aviso Financial Inc. | 849 | $494.9K | 0.02% | +44+5.5% | Added |
| Toth Financial Advisory Corp | 857 | $499.6K | 0.06% | +445+108.0% | Added |
| Azzad Asset Management Inc | 868 | $505.8K | 0.06% | +426+96.4% | Added |
| MJP Associates Inc | 894 | $521.4K | 0.10% | −85−8.7% | Reduced |
| CNB Bank | 897 | $522.9K | 0.24% | −50−5.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 897 | $523.0K | 0.02% | −10,149−91.9% | Reduced |
| Emerald Advisers, LLC | 898 | $523.5K | 0.02% | −20−2.2% | Reduced |
| MUFG Securities EMEA plc | 899 | $524.6K | 0.02% | +899 | New |
| Pitcairn Co | 901 | $525.2K | 0.03% | −17−1.9% | Reduced |
| Wealthspire Advisors, LLC | 908 | $529.5K | 0.01% | −230−20.2% | Reduced |
| Gilbert & Cook, Inc. | 916 | $534.0K | 0.07% | +48+5.5% | Added |
| Trust Asset Management LLC | 919 | $535.7K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 919 | $535.7K | 0.01% | +191+26.2% | Added |
| Beacon Pointe Advisors, LLC | 927 | $540.4K | 0.01% | −215−18.8% | Reduced |
| Exchange Traded Concepts, LLC | 941 | $548.5K | 0.01% | +179+23.5% | Added |
| Malaga Cove Capital, LLC | 944 | $550.3K | 0.22% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 945 | $550.7K | 0.00% | +129+15.8% | Added |
| Lido Advisors, LLC | 946 | $551.9K | 0.00% | +61+6.9% | Added |
| NBC Securities, Inc. | 953 | $555.0K | 0.05% | +320+50.6% | Added |
| Aster Capital Management (DIFC) Ltd | 965 | $562.5K | 0.12% | +965 | New |
| Atria Wealth Solutions, Inc. | 972 | $566.8K | 0.01% | −1,471−60.2% | Reduced |
| Peapack Gladstone Financial Corp | 975 | $568.0K | 0.01% | +314+47.5% | Added |
| NorthRock Partners, LLC | 983 | $573.0K | 0.02% | +104+11.8% | Added |
| Baker Tilly Wealth Management, LLC | 985 | $574.2K | 0.25% | +176+21.8% | Added |
| GTS Securities LLC | 997 | $581.2K | 0.01% | −459−31.5% | Reduced |
| Evercore Wealth Management, LLC | 999 | $582.3K | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $582.9K | 0.10% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 1,008 | $587.6K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 1,019 | $594.2K | 0.00% | +29+2.9% | Added |
| Machina Capital S.A.S. | 1,026 | $598.1K | 0.24% | −496−32.6% | Reduced |
| Gen-Wealth Partners Inc | 1,055 | $600.3K | 0.26% | +369+53.8% | Added |
| Ci Investments Inc. | 1,031 | $601.0K | 0.00% | +78+8.2% | Added |
| Integrated Investment Consultants, LLC | 1,046 | $609.7K | 0.13% | +1,046 | New |
| Bradley Foster & Sargent Inc | 1,054 | $614.4K | 0.01% | +35+3.4% | Added |
| Stanley-Laman Group, Ltd. | 1,058 | $616.7K | 0.09% | −13−1.2% | Reduced |
| Oak Ridge Investments LLC | 1,080 | $629.6K | 0.05% | −23−2.1% | Reduced |
| RFG Advisory, LLC | 1,080 | $629.6K | 0.02% | +31+3.0% | Added |
| Applied Finance Capital Management, LLC | 1,084 | $631.9K | 0.03% | −25−2.3% | Reduced |
| Citizens Financial Group Inc | 1,085 | $632.4K | 0.01% | +373+52.4% | Added |
| Legacy Advisors, LLC | 1,098 | $640.1K | 0.07% | +18+1.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,099 | $640.6K | 0.12% | +1,099 | New |
| Paloma Partners Management Co | 1,100 | $641.2K | 0.03% | +1,100 | New |
| Diversify Advisory Services, LLC | 1,075 | $649.6K | 0.03% | +311+40.7% | Added |
| Raymond James Trust N.A. | 1,125 | $655.8K | 0.01% | −31−2.7% | Reduced |
| Simon Quick Advisors, LLC | 1,140 | $664.6K | 0.04% | +327+40.2% | Added |
| Burney Co | 1,151 | $671.0K | 0.02% | +190+19.8% | Added |
| Wedmont Private Capital | 1,170 | $683.9K | 0.04% | +82+7.5% | Added |
| Flputnam Investment Management Co | 1,174 | $684.4K | 0.01% | −175−13.0% | Reduced |
| Horizon Investments, LLC | 1,185 | $690.8K | 0.02% | −89−7.0% | Reduced |
| DoubleLine ETF Adviser LP | 1,193 | $695.4K | 0.17% | −116−8.9% | Reduced |
| Transcend Wealth Collective, LLC | 1,196 | $697.2K | 0.05% | +169+16.5% | Added |
| Fidelis Capital Partners, LLC | 1,170 | $697.8K | 0.08% | −10−0.8% | Reduced |
| Tectonic Advisors LLC | 1,197 | $697.8K | 0.05% | +427+55.5% | Added |
| Ellevest, Inc. | 1,199 | $698.9K | 0.04% | −156−11.5% | Reduced |
| Benin Management CORP | 1,214 | $707.7K | 0.20% | 00.0% | Unchanged |
| Graypoint LLC | 1,218 | $709.9K | 0.05% | +173+16.6% | Added |
| Profund Advisors LLC | 1,238 | $721.7K | 0.03% | +41+3.4% | Added |