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 |
|---|---|---|---|---|---|
| Norden Group LLC | 4,838 | $2.82M | 0.33% | +3,159+188.1% | Added |
| Graham Capital Management, L.P. | 4,852 | $2.83M | 0.09% | +4,852 | New |
| Ghe, LLC | 5,472 | $2.85M | 1.07% | +583+11.9% | Added |
| Cornerstone Advisors, LLC | 4,900 | $2.86M | 0.11% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,995 | $2.88M | 0.01% | +756+17.8% | Added |
| Hartford Investment Management Co | 4,946 | $2.88M | 0.09% | −130−2.6% | Reduced |
| K.J. Harrison & Partners Inc | 4,916 | $2.97M | 0.45% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,098 | $2.97M | 0.01% | −1,296−20.3% | Reduced |
| Mizuho Securities USA LLC | 5,100 | $2.97M | 0.06% | −1,004−16.4% | Reduced |
| UniSuper Management Pty Ltd | 5,158 | $3.01M | 0.02% | +15+0.3% | Added |
| Kingfisher Capital LLC | 5,170 | $3.01M | 0.69% | −287−5.3% | Reduced |
| Wealthfront Advisers LLC | 5,206 | $3.03M | 0.01% | +303+6.2% | Added |
| Kestra Advisory Services, LLC | 5,280 | $3.08M | 0.02% | −1,024−16.2% | Reduced |
| Alliance Wealth Advisors, LLC | 5,385 | $3.14M | 0.83% | +1,880+53.6% | Added |
| 1832 Asset Management L.P. | 5,400 | $3.15M | 0.01% | −2,400−30.8% | Reduced |
| iA Global Asset Management Inc. | 5,457 | $3.18M | 0.06% | −11,669−68.1% | Reduced |
| Choate Investment Advisors | 5,399 | $3.18M | 0.08% | +5,399 | New |
| Kentucky Retirement Systems | 5,479 | $3.19M | 0.09% | −491−8.2% | Reduced |
| Synovus Financial Corp | 5,517 | $3.22M | 0.04% | −285−4.9% | Reduced |
| Alamar Capital Management, LLC | 5,518 | $3.22M | 1.78% | −23−0.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,615 | $3.27M | 1.48% | −1,585−22.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,638 | $3.29M | 0.00% | +1,196+26.9% | Added |
| Algert Global LLC | 5,759 | $3.36M | 0.09% | +5,290+1,127.9% | Added |
| Pacer Advisors, Inc. | 5,842 | $3.41M | 0.01% | +228+4.1% | Added |
| Lecap Asset Management Ltd | 5,874 | $3.42M | 0.74% | +2,105+55.9% | Added |
| Teachers Retirement System of the State of Kentucky | 5,920 | $3.45M | 0.03% | −399−6.3% | Reduced |
| FourThought Financial Partners, LLC | 5,926 | $3.45M | 0.41% | +415+7.5% | Added |
| Vanderbilt University | 6,044 | $3.52M | 0.65% | +6,044 | New |
| Scotia Capital Inc. | 6,049 | $3.53M | 0.02% | +314+5.5% | Added |
| PGGM Investments | 6,095 | $3.55M | 0.05% | −545−8.2% | Reduced |
| MML Investors Services, LLC | 6,140 | $3.58M | 0.01% | −1,781−22.5% | Reduced |
| Icon Wealth Advisors, LLC | 6,160 | $3.59M | 0.30% | +2,168+54.3% | Added |
| Keystone Investors Pte Ltd | 6,212 | $3.62M | 0.26% | +1,597+34.6% | Added |
| Walleye Capital LLC | 6,233 | $3.63M | 0.04% | −1,725−21.7% | Reduced |
| Ieq Capital, LLC | 6,236 | $3.63M | 0.04% | +1,066+20.6% | Added |
| Assetmark, Inc | 6,248 | $3.64M | 0.01% | −78−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 6,327 | $3.69M | 0.09% | −280−4.2% | Reduced |
| Solidarilty Wealth, LLC | 6,400 | $3.73M | 1.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 6,478 | $3.78M | 0.03% | +2,798+76.0% | Added |
| Sanctuary Advisors, LLC | 6,412 | $3.78M | 0.02% | +2,551+66.1% | Added |
| Ethic Inc. | 6,753 | $3.78M | 0.10% | −277−3.9% | Reduced |
| Tsai Capital Corp | 6,512 | $3.80M | 3.09% | −499−7.1% | Reduced |
| Fifth Third Bancorp | 6,587 | $3.84M | 0.01% | −378−5.4% | Reduced |
| Knollwood Investment Advisory, LLC | 6,597 | $3.85M | 0.41% | 00.0% | Unchanged |
| First Foundation Advisors | 6,641 | $3.87M | 0.15% | +1,026+18.3% | Added |
| Oregon Public Employees Retirement Fund | 6,711 | $3.91M | 0.07% | −80−1.2% | Reduced |
| Mediolanum International Funds Ltd | 6,863 | $3.95M | 0.06% | +270+4.1% | Added |
| Colony Group, LLC | 6,904 | $4.01M | 0.01% | −15,115−68.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,910 | $4.03M | 0.01% | +177+2.6% | Added |
| Vident Advisory, LLC | 6,942 | $4.05M | 0.10% | −2,510−26.6% | Reduced |
| Davenport & Co LLC | 7,140 | $4.14M | 0.02% | +41+0.6% | Added |
| Avanda Investment Management Pte. Ltd. | 7,102 | $4.14M | 0.81% | −8,445−54.3% | Reduced |
| Yacktman Asset Management LP | 7,110 | $4.14M | 0.04% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 7,212 | $4.20M | 0.79% | +112+1.6% | Added |
| Alps Advisors Inc | 7,357 | $4.29M | 0.03% | +2,580+54.0% | Added |
| Roundview Capital LLC | 7,418 | $4.32M | 0.31% | +258+3.6% | Added |
| Steward Partners Investment Advisory, LLC | 7,458 | $4.35M | 0.04% | +4,516+153.5% | Added |
| Alberta Investment Management Corp | 7,600 | $4.43M | 0.04% | +5,500+261.9% | Added |
| CIBC World Markets Inc. | 7,640 | $4.45M | 0.01% | −428−5.3% | Reduced |
| Portside Wealth Group, LLC | 7,699 | $4.49M | 0.77% | +2,761+55.9% | Added |
| Clear Harbor Asset Management, LLC | 8,052 | $4.69M | 0.39% | +145+1.8% | Added |
| Fortis Capital Management LLC | 8,076 | $4.71M | 0.95% | −588−6.8% | Reduced |
| Aquatic Capital Management LLC | 8,160 | $4.76M | 0.12% | +1,120+15.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 8,207 | $4.78M | 0.01% | −271−3.2% | Reduced |
| Quadrature Capital Ltd | 8,284 | $4.83M | 0.11% | −6,853−45.3% | Reduced |
| Jump Financial, LLC | 8,376 | $4.88M | 0.10% | +294+3.6% | Added |
| Point72 Europe (London) LLP | 8,500 | $4.95M | 0.42% | +8,500 | New |
| JustInvest LLC | 8,594 | $5.01M | 0.08% | +1,141+15.3% | Added |
| Empire Life Investments Inc. | 8,746 | $5.10M | 0.31% | −102−1.2% | Reduced |
| Bell Asset Management Ltd | 8,772 | $5.11M | 0.94% | −6,944−44.2% | Reduced |
| Level Four Advisory Services, LLC | 8,952 | $5.11M | 0.22% | −27−0.3% | Reduced |
| Squarepoint Ops LLC | 8,906 | $5.19M | 0.02% | −59,324−86.9% | Reduced |
| Boothbay Fund Management, LLC | 8,970 | $5.23M | 0.16% | +7,180+401.1% | Added |
| CWM Advisors, LLC | 8,982 | $5.24M | 0.54% | −1,038−10.4% | Reduced |
| Financial Counselors Inc | 9,241 | $5.39M | 0.08% | +55+0.6% | Added |
| Commonwealth Equity Services, LLC | 9,272 | $5.41M | 0.01% | −2,799−23.2% | Reduced |
| LGT Group Foundation | 9,170 | $5.41M | 0.09% | +90+1.0% | Added |
| Donaldson Capital Management, LLC | 9,461 | $5.51M | 0.21% | +209+2.3% | Added |
| ExodusPoint Capital Management, LP | 9,519 | $5.55M | 0.06% | −3,556−27.2% | Reduced |
| Yousif Capital Management, LLC | 9,582 | $5.59M | 0.06% | −201−2.1% | Reduced |
| Nissay Asset Management Corp | 9,620 | $5.61M | 0.04% | −268−2.7% | Reduced |
| Janus Henderson Group PLC | 9,645 | $5.62M | 0.00% | +194+2.1% | Added |
| Mutual of America Capital Management LLC | 9,686 | $5.65M | 0.06% | −303−3.0% | Reduced |
| Northwest & Ethical Investments L.P. | 9,702 | $5.66M | 0.15% | +904+10.3% | Added |
| Point72 Hong Kong Ltd | 9,777 | $5.70M | 0.41% | +9,777 | New |
| Caisse de Depot Et Placement du Quebec | 9,800 | $5.71M | 0.01% | +9,800 | New |
| Totem Point Management, LLC | 9,806 | $5.72M | 6.04% | +9,806 | New |
| Baldwin Brothers Inc | 9,897 | $5.77M | 0.39% | +90+0.9% | Added |
| Advisors Capital Management, LLC | 10,081 | $5.88M | 0.10% | +226+2.3% | Added |
| Fernwood Investment Management, LLC | 10,211 | $5.95M | 1.94% | −52−0.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,220 | $5.96M | 0.55% | +193+1.9% | Added |
| Jensen Investment Management Inc | 10,350 | $6.03M | 0.05% | +1,080+11.7% | Added |
| Mackenzie Financial Corp | 10,535 | $6.14M | 0.01% | −760−6.7% | Reduced |
| Marsico Capital Management LLC | 10,594 | $6.18M | 0.17% | −8,837−45.5% | Reduced |
| Logan Capital Management Inc | 10,637 | $6.20M | 0.26% | −44−0.4% | Reduced |
| Cetera Investment Advisers | 10,642 | $6.20M | 0.01% | +1,308+14.0% | Added |
| Lazard Asset Management LLC | 10,711 | $6.24M | 0.01% | −9,861−47.9% | Reduced |
| Bellwether Advisors, LLC | 11,050 | $6.44M | 1.24% | +11,050 | New |
| Creative Planning | 11,090 | $6.46M | 0.01% | +1,499+15.6% | Added |
| United Services Automobile Association | 11,214 | $6.54M | 0.17% | −2,392−17.6% | Reduced |