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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 2,437 | $1.42M | 0.02% | −2,421−49.8% | Reduced |
| Pallas Capital Advisors LLC | 2,419 | $1.43M | 0.06% | +960+65.8% | Added |
| Nebula Research & Development LLC | 2,483 | $1.45M | 0.17% | +1,739+233.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,493 | $1.45M | 0.03% | −28−1.1% | Reduced |
| Cumberland Partners Ltd | 2,500 | $1.46M | 0.10% | +2,500 | New |
| Metis Global Partners, LLC | 2,516 | $1.47M | 0.05% | +26+1.0% | Added |
| Personal Cfo Solutions, LLC | 2,521 | $1.47M | 0.21% | +609+31.9% | Added |
| Gibbs Wealth Management | 2,542 | $1.48M | 0.48% | +1,256+97.7% | Added |
| Cornercap Investment Counsel Inc | 2,564 | $1.49M | 0.44% | −1,844−41.8% | Reduced |
| Americana Partners, LLC | 2,567 | $1.50M | 0.10% | +1,070+71.5% | Added |
| Regions Financial Corp | 2,583 | $1.51M | 0.01% | +25+1.0% | Added |
| Chartwell Investment Partners, LLC | 2,619 | $1.53M | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,672 | $1.56M | 0.05% | +474+21.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,709 | $1.57M | 0.00% | +670+32.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,706 | $1.58M | 0.02% | +93+3.6% | Added |
| Empirical Finance, LLC | 2,719 | $1.58M | 0.09% | +58+2.2% | Added |
| Signal Advisors Wealth, LLC | 2,721 | $1.59M | 0.23% | +2,721 | New |
| RSM US Wealth Management LLC | 2,774 | $1.60M | 0.02% | +403+17.0% | Added |
| Omers Administration Corp | 2,746 | $1.60M | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,858 | $1.67M | 0.02% | −329−10.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,858 | $1.67M | 0.06% | +766+36.6% | Added |
| Diversified Trust Co | 2,889 | $1.68M | 0.04% | +814+39.2% | Added |
| Banco Santander, S.A. | 2,942 | $1.71M | 0.02% | −88−2.9% | Reduced |
| NewEdge Wealth, LLC | 2,985 | $1.74M | 0.03% | +1,258+72.8% | Added |
| Mercer Global Advisors Inc | 3,021 | $1.74M | 0.00% | +352+13.2% | Added |
| Palumbo Wealth Management LLC | 3,020 | $1.76M | 0.68% | +82+2.8% | Added |
| Fiduciary Trust Co | 3,032 | $1.77M | 0.02% | +155+5.4% | Added |
| Spire Wealth Management | 3,037 | $1.77M | 0.06% | +2,952+3,472.9% | Added |
| AE Wealth Management LLC | 3,040 | $1.77M | 0.02% | −416−12.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,050 | $1.78M | 0.00% | −3,125−50.6% | Reduced |
| Fairbanks Capital Management, Inc. | 3,080 | $1.80M | 1.13% | +173+6.0% | Added |
| E Fund Management Co., Ltd. | 3,153 | $1.84M | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,213 | $1.87M | 0.01% | −375−10.5% | Reduced |
| TD Private Client Wealth LLC | 3,215 | $1.87M | 0.05% | +1,168+57.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,258 | $1.90M | 0.01% | +2,064+172.9% | Added |
| Segment Wealth Management, LLC | 3,263 | $1.90M | 0.13% | +6+0.2% | Added |
| City Holding Co | 3,278 | $1.91M | 0.27% | −1,027−23.9% | Reduced |
| Stephens Inc | 3,303 | $1.93M | 0.03% | +1,001+43.5% | Added |
| Trivant Custom Portfolio Group, LLC | 3,304 | $1.93M | 1.11% | +99+3.1% | Added |
| Meitav Dash Investments Ltd | 3,309 | $1.93M | 0.03% | +1,209+57.6% | Added |
| Schechter Investment Advisors, LLC | 3,392 | $1.98M | 0.15% | +790+30.4% | Added |
| Advisors Asset Management, Inc. | 3,401 | $1.98M | 0.04% | +1,357+66.4% | Added |
| First Hawaiian Bank | 3,449 | $2.01M | 0.06% | +2,051+146.7% | Added |
| Apollon Wealth Management, LLC | 3,453 | $2.01M | 0.06% | −90−2.5% | Reduced |
| PFG Advisors | 3,463 | $2.02M | 0.13% | +48+1.4% | Added |
| Garrison Asset Management, LLC | 3,569 | $2.08M | 1.06% | −14−0.4% | Reduced |
| Bessemer Group Inc | 3,571 | $2.08M | 0.00% | +232+6.9% | Added |
| Quest Partners LLC | 3,595 | $2.10M | 0.19% | +3,508+4,032.2% | Added |
| Greenleaf Trust | 3,596 | $2.10M | 0.02% | +970+36.9% | Added |
| Eqis Capital Management, Inc. | 3,609 | $2.10M | 0.17% | −256−6.6% | Reduced |
| Capital International Sarl | 3,657 | $2.13M | 0.05% | −717−16.4% | Reduced |
| Verdence Capital Advisors LLC | 3,667 | $2.14M | 0.17% | +801+27.9% | Added |
| Dynasty Wealth Management, LLC | 3,683 | $2.15M | 0.06% | +918+33.2% | Added |
| Dash Acquisitions Inc. | 3,703 | $2.18M | 0.53% | +325+9.6% | Added |
| Allspring Global Investments Holdings, LLC | 3,741 | $2.18M | 0.00% | −115−3.0% | Reduced |
| Shelton Capital Management | 3,768 | $2.20M | 0.06% | −3,800−50.2% | Reduced |
| Grove Bank & Trust | 3,779 | $2.20M | 0.33% | +1,299+52.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 3,783 | $2.21M | 0.06% | +3,200+548.9% | Added |
| Point72 (DIFC) Ltd | 3,809 | $2.22M | 0.17% | +3,809 | New |
| CWM, LLC | 3,818 | $2.23M | 0.01% | +1,278+50.3% | Added |
| Kirtland Hills Capital Management, LLC | 3,834 | $2.23M | 1.23% | +516+15.6% | Added |
| Aurora Investment Managers, LLC. | 3,845 | $2.24M | 1.44% | −117−3.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,878 | $2.26M | 0.00% | +547+16.4% | Added |
| New Mexico Educational Retirement Board | 3,900 | $2.27M | 0.08% | −100−2.5% | Reduced |
| Bokf, NA | 3,899 | $2.29M | 0.04% | −203−4.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,941 | $2.30M | 0.06% | −2,339−37.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,963 | $2.31M | 0.00% | +1,075+37.2% | Added |
| ING Groep NV | 3,964 | $2.31M | 0.01% | +3,964 | New |
| Headlands Technologies LLC | 3,966 | $2.31M | 0.27% | −5,783−59.3% | Reduced |
| Abn Amro Investment Solutions | 4,008 | $2.34M | 0.04% | −1,734−30.2% | Reduced |
| Delta Investment Management, LLC | 4,012 | $2.34M | 0.48% | −582−12.7% | Reduced |
| Twin Tree Management, LP | 4,019 | $2.34M | 0.05% | +4,019 | New |
| Swiss Life Asset Management Ltd | 4,027 | $2.34M | 0.03% | −23−0.6% | Reduced |
| Centiva Capital, LP | 4,049 | $2.36M | 0.11% | +1,991+96.7% | Added |
| Prana Capital Management, LP | 4,058 | $2.37M | 0.11% | +4,058 | New |
| Dakota Wealth Management | 4,075 | $2.38M | 0.05% | +54+1.3% | Added |
| Allianz SE | 4,075 | $2.38M | 0.06% | 00.0% | Unchanged |
| Change Path, LLC | 4,078 | $2.38M | 0.08% | +397+10.8% | Added |
| Oak Thistle LLC | 4,079 | $2.38M | 0.77% | +1,890+86.3% | Added |
| Canandaigua National Bank & Trust Co | 4,134 | $2.41M | 0.23% | +385+10.3% | Added |
| Value Partners Investments Inc. | 4,134 | $2.41M | 0.20% | +225+5.8% | Added |
| Norinchukin Bank, The | 4,143 | $2.42M | 0.06% | +390+10.4% | Added |
| Plato Investment Management Ltd | 4,285 | $2.50M | 0.20% | +20.0% | Added |
| E. Ohman J:or Asset Management AB | 4,288 | $2.50M | 0.06% | −320−6.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,302 | $2.51M | 0.01% | −655−13.2% | Reduced |
| Securian Asset Management, Inc | 4,337 | $2.53M | 0.07% | −221−4.8% | Reduced |
| Maryland State Retirement & Pension System | 4,390 | $2.56M | 0.05% | −1,546−26.0% | Reduced |
| Louisiana State Employees Retirement System | 4,400 | $2.56M | 0.05% | −100−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 4,405 | $2.57M | 0.05% | −478−9.8% | Reduced |
| Sumitomo Life Insurance Co | 4,404 | $2.57M | 0.05% | +73+1.7% | Added |
| MV Capital Management, Inc. | 4,410 | $2.57M | 0.27% | +524+13.5% | Added |
| Quantbot Technologies LP | 4,456 | $2.60M | 0.10% | −2,246−33.5% | Reduced |
| US Bancorp | 4,468 | $2.61M | 0.00% | −303−6.4% | Reduced |
| LGT Fund Management Co Ltd. | 4,456 | $2.63M | 0.27% | +130+3.0% | Added |
| Freedom Day Solutions, LLC | 4,577 | $2.67M | 0.83% | +48+1.1% | Added |
| Two Sigma Securities, LLC | 4,673 | $2.72M | 0.21% | +815+21.1% | Added |
| Tocqueville Asset Management L.P. | 4,676 | $2.73M | 0.04% | −135−2.8% | Reduced |
| Interval Partners, LP | 4,734 | $2.76M | 0.08% | +4,734 | New |
| Investidor Profissional Gestao de Recursos Ltda. | 4,788 | $2.79M | 2.51% | −354−6.9% | Reduced |
| Entropy Technologies, LP | 4,790 | $2.79M | 0.29% | +1,602+50.3% | Added |