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 |
|---|---|---|---|---|---|
| Harbor Capital Advisors, Inc. | 1,239 | $722.0K | 0.03% | −40−3.1% | Reduced |
| Signaturefd, LLC | 1,248 | $727.7K | 0.01% | +80+6.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,252 | $729.8K | 0.00% | +1,252 | New |
| Birinyi Associates Inc | 1,256 | $732.0K | 0.21% | +1+0.1% | Added |
| Grandeur Peak Global Advisors, LLC | 1,257 | $732.7K | 0.06% | −267−17.5% | Reduced |
| HighPoint Advisor Group LLC | 1,271 | $734.6K | 0.04% | +300+30.9% | Added |
| Pinnacle Associates Ltd | 1,308 | $739.9K | 0.01% | +230+21.3% | Added |
| Gries Financial LLC | 1,272 | $741.5K | 0.14% | +1,272 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,273 | $742.1K | 0.03% | −91−6.7% | Reduced |
| HB Wealth Management, LLC | 1,288 | $751.0K | 0.01% | +138+12.0% | Added |
| Roberts Capital Advisors, LLC | 1,293 | $753.7K | 0.64% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,318 | $768.3K | 0.02% | −7,385−84.9% | Reduced |
| Balyasny Asset Management LLC | 1,351 | $787.5K | 0.00% | −1,078−44.4% | Reduced |
| Three Seasons Wealth, LLC | 1,360 | $792.8K | 0.42% | +505+59.1% | Added |
| Signet Financial Management, LLC | 1,365 | $795.4K | 0.10% | −114−7.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,368 | $797.4K | 0.05% | 00.0% | Unchanged |
| Agf Management Ltd | 1,395 | $813.2K | 0.00% | −1,304−48.3% | Reduced |
| Heartland Bank & Trust Co | 1,400 | $816.1K | 0.44% | −50−3.4% | Reduced |
| LVW Advisors, LLC | 1,402 | $817.3K | 0.10% | +412+41.6% | Added |
| Vestcor Inc | 1,433 | $835.0K | 0.03% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,447 | $843.5K | 0.11% | −457−24.0% | Reduced |
| Cypress Asset Management Inc | 1,448 | $844.1K | 0.21% | +25+1.8% | Added |
| BlueSpruce Investments, LP | 1,461 | $851.7K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 1,471 | $857.5K | 0.01% | +50+3.5% | Added |
| Mission Wealth Management, LP | 1,475 | $860.0K | 0.02% | +19+1.3% | Added |
| Quintet Private Bank (Europe) S.A. | 1,479 | $862.0K | 0.05% | +180+13.9% | Added |
| Jones Financial Companies LLLP | 1,498 | $863.1K | 0.00% | +923+160.5% | Added |
| Wetherby Asset Management Inc | 1,520 | $886.1K | 0.04% | −42−2.7% | Reduced |
| Ostrum Asset Management | 1,525 | $889.0K | 0.07% | −253−14.2% | Reduced |
| Copperwynd Financial, LLC | 1,534 | $894.2K | 0.27% | +126+8.9% | Added |
| Hohimer Wealth Management, LLC | 1,539 | $897.1K | 0.19% | +45+3.0% | Added |
| Institute for Wealth Management, LLC. | 1,555 | $906.5K | 0.11% | +171+12.4% | Added |
| Texas Capital Bancshares Inc | 1,559 | $908.8K | 0.37% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,564 | $912.0K | 0.04% | +1,564 | New |
| RB Capital Management, LLC | 1,569 | $914.4K | 0.22% | −124−7.3% | Reduced |
| Integrated Wealth Concepts LLC | 1,580 | $920.9K | 0.01% | +1,008+176.2% | Added |
| Intellectus Partners, LLC | 1,590 | $927.1K | 0.24% | +552+53.2% | Added |
| EPG Wealth Management LLC | 1,632 | $951.3K | 0.24% | +1,632 | Added |
| Leonteq Securities AG | 1,633 | $951.9K | 0.11% | +471+40.5% | Added |
| Captrust Financial Advisors | 1,639 | $955.2K | 0.00% | −289−15.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,640 | $956.0K | 0.15% | −300−15.5% | Reduced |
| Catalyst Capital Advisors LLC | 1,641 | $956.6K | 0.02% | +161+10.9% | Added |
| NEOS Investment Management LLC | 1,642 | $957.2K | 0.03% | +180+12.3% | Added |
| Redwood Investments, LLC | 1,656 | $965.3K | 0.29% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,666 | $971.2K | 0.05% | +545+48.6% | Added |
| Parallax Volatility Advisers, L.P. | 1,670 | $973.5K | 0.03% | +1,003+150.4% | Added |
| Ballentine Partners, LLC | 1,682 | $980.5K | 0.02% | +13+0.8% | Added |
| Merit Financial Group, LLC | 1,697 | $989.2K | 0.02% | −531−23.8% | Reduced |
| Guggenheim Capital LLC | 1,700 | $991.0K | 0.01% | −167−8.9% | Reduced |
| Monumental Financial Group Inc. | 1,702 | $992.1K | 0.37% | −285−14.3% | Reduced |
| Wrapmanager Inc | 1,716 | $1.00M | 0.26% | +228+15.3% | Added |
| Coldstream Capital Management Inc | 1,715 | $1.00M | 0.02% | +85+5.2% | Added |
| Advisory Services Network, LLC | 2,095 | $1.01M | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,762 | $1.03M | 0.13% | +1,762 | New |
| Natixis Investment Managers International | 1,767 | $1.03M | 0.07% | +215+13.9% | Added |
| Quantitative Investment Management, LLC | 1,778 | $1.04M | 0.10% | +565+46.6% | Added |
| Meeder Advisory Services, Inc. | 1,785 | $1.04M | 0.07% | −70−3.8% | Reduced |
| Bayesian Capital Management, LP | 1,793 | $1.05M | 0.12% | +1,793 | New |
| Everence Capital Management Inc | 1,797 | $1.05M | 0.07% | −1,140−38.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,798 | $1.05M | 0.02% | +125+7.5% | Added |
| Arbor Capital Management Inc | 1,847 | $1.06M | 1.00% | −46−2.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,843 | $1.07M | 0.02% | +1,304+241.9% | Added |
| Principal Securities, Inc. | 1,854 | $1.08M | 0.03% | +103+5.9% | Added |
| Perpetual Ltd | 1,856 | $1.08M | 0.01% | −725−28.1% | Reduced |
| EFG Asset Management (North America) Corp. | 1,859 | $1.08M | 0.18% | +1,859 | New |
| SG Americas Securities, LLC | 1,865 | $1.09M | 0.00% | −12,233−86.8% | Reduced |
| Strategic Wealth Designers | 1,888 | $1.09M | 0.12% | +231+13.9% | Added |
| Kingswood Wealth Advisors, LLC | 1,866 | $1.09M | 0.08% | −165−8.1% | Reduced |
| Liberty Wealth Management LLC | 1,883 | $1.10M | 0.19% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 1,884 | $1.10M | 0.02% | −4−0.2% | Reduced |
| Pier Capital, LLC | 1,934 | $1.13M | 0.16% | −360−15.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 1,937 | $1.13M | 0.40% | +1,937 | New |
| Procyon Private Wealth Partners, LLC | 1,956 | $1.14M | 0.08% | +279+16.6% | Added |
| Frank, Rimerman Advisors LLC | 1,968 | $1.15M | 0.08% | +17+0.9% | Added |
| Keybank National Association | 1,971 | $1.15M | 0.00% | −40−2.0% | Reduced |
| IFP Advisors, Inc | 1,986 | $1.16M | 0.04% | +1,591+402.8% | Added |
| Avantax Advisory Services, Inc. | 2,025 | $1.18M | 0.01% | +142+7.5% | Added |
| Bleakley Financial Group, LLC | 2,025 | $1.18M | 0.04% | −130−6.0% | Reduced |
| XTX Topco Ltd | 2,031 | $1.18M | 0.09% | −350−14.7% | Reduced |
| Groupama Asset Managment | 2,548 | $1.19M | 0.03% | −2,209−46.4% | Reduced |
| Aigen Investment Management, LP | 2,097 | $1.22M | 0.24% | +2,097 | New |
| Federation des caisses Desjardins du Quebec | 2,121 | $1.24M | 0.01% | −234−9.9% | Reduced |
| Advisor OS, LLC | 2,146 | $1.25M | 0.12% | −269−11.1% | Reduced |
| CAPROCK Group, Inc. | 2,157 | $1.26M | 0.05% | −153−6.6% | Reduced |
| Dantai Capital Ltd | 2,178 | $1.27M | 1.61% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 2,188 | $1.28M | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,210 | $1.29M | 0.12% | +153+7.4% | Added |
| Diversify Wealth Management, LLC | 2,166 | $1.29M | 0.12% | +662+44.0% | Added |
| ProVise Management Group, LLC | 2,234 | $1.30M | 0.10% | 00.0% | Unchanged |
| AXS Investments LLC | 2,249 | $1.31M | 0.35% | −190−7.8% | Reduced |
| Bennett Selby Investments LP | 2,258 | $1.32M | 0.55% | −10−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,258 | $1.32M | 0.05% | +703+45.2% | Added |
| EP Wealth Advisors, LLC | 2,262 | $1.32M | 0.01% | +1,750+341.8% | Added |
| Veriti Management LLC | 2,275 | $1.33M | 0.07% | +741+48.3% | Added |
| Sequoia Financial Advisors, LLC | 2,318 | $1.35M | 0.01% | +302+15.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,329 | $1.36M | 0.09% | −226−8.8% | Reduced |
| Wellington Wealth Strategies, LLC. | 2,384 | $1.36M | 1.03% | +2,384 | New |
| Resources Investment Advisors, LLC. | 2,351 | $1.37M | 0.02% | −677−22.4% | Reduced |
| Teza Capital Management LLC | 2,367 | $1.38M | 0.15% | +1,846+354.3% | Added |
| SRN Advisors, LLC | 2,408 | $1.40M | 1.24% | −87−3.5% | Reduced |