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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 11,259 | $6.56M | 0.04% | +2,793+33.0% | Added |
| Evoke Wealth, LLC | 11,480 | $6.69M | 0.18% | +11,480 | New |
| Heron Bay Capital Management | 11,512 | $6.71M | 1.41% | −849−6.9% | Reduced |
| State of Alaska, Department of Revenue | 11,515 | $6.71M | 0.07% | +525+4.8% | Added |
| New York Life Investment Management LLC | 11,593 | $6.76M | 0.07% | −251−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,212 | $6.81M | 0.06% | +1,867+20.0% | Added |
| Andra AP-fonden | 11,900 | $6.94M | 0.10% | +1,800+17.8% | Added |
| AMG National Trust Bank | 11,925 | $6.95M | 0.19% | +154+1.3% | Added |
| Modera Wealth Management, LLC | 11,974 | $6.98M | 0.09% | −19−0.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,161 | $7.09M | 0.11% | +11,443+1,593.7% | Added |
| KBC Group NV | 12,208 | $7.12M | 0.02% | +1,291+11.8% | Added |
| Toroso Investments, LLC | 12,209 | $7.12M | 0.08% | +5,283+76.3% | Added |
| Brevan Howard Capital Management LP | 12,387 | $7.22M | 0.35% | +7,535+155.3% | Added |
| M&T Bank Corp | 12,697 | $7.40M | 0.02% | −2,287−15.3% | Reduced |
| Middleton & Co Inc | 12,703 | $7.40M | 0.82% | +69+0.5% | Added |
| Utah Retirement Systems | 12,754 | $7.43M | 0.08% | +147+1.2% | Added |
| DnB Asset Management AS | 13,083 | $7.63M | 0.03% | +961+7.9% | Added |
| Daiwa Securities Group Inc. | 13,130 | $7.65M | 0.04% | +3,409+35.1% | Added |
| British Columbia Investment Management Corp | 13,217 | $7.70M | 0.05% | −1,956−12.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 13,319 | $7.76M | 1.52% | +1,133+9.3% | Added |
| Ascent Wealth Partners, LLC | 13,449 | $7.84M | 1.09% | +3,082+29.7% | Added |
| Susquehanna International Group, LLP | 13,550 | $7.90M | 0.01% | −38,265−73.8% | Reduced |
| Silvant Capital Management LLC | 13,603 | $7.93M | 0.35% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,726 | $8.00M | 0.60% | +8,318+153.8% | Added |
| Public Sector Pension Investment Board | 13,776 | $8.03M | 0.04% | +387+2.9% | Added |
| Crestline Management, LP | 13,860 | $8.08M | 0.46% | −2,582−15.7% | Reduced |
| Engineers Gate Manager LP | 13,950 | $8.13M | 0.16% | +2,773+24.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 14,023 | $8.17M | 0.80% | +260+1.9% | Added |
| Strategic Global Advisors, LLC | 14,429 | $8.41M | 1.66% | −140−1.0% | Reduced |
| Motley Fool Wealth Management, LLC | 14,690 | $8.56M | 0.43% | −229−1.5% | Reduced |
| Cresset Asset Management, LLC | 14,890 | $8.68M | 0.03% | +1,999+15.5% | Added |
| Thematics Asset Management | 15,201 | $8.86M | 0.35% | −1,322−8.0% | Reduced |
| CIBC World Markets Corp | 15,239 | $8.88M | 0.06% | +50+0.3% | Added |
| Pathstone Holdings, LLC | 15,241 | $8.88M | 0.04% | −288−1.9% | Reduced |
| Sterling Capital Management LLC | 15,509 | $9.04M | 0.12% | +15,509 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,710 | $9.16M | 0.09% | +15,710 | New |
| IFM Investors Pty Ltd | 15,878 | $9.26M | 0.09% | +50.0% | Added |
| 2Xideas AG | 15,932 | $9.29M | 1.25% | −4,325−21.4% | Reduced |
| Czech National Bank | 16,021 | $9.34M | 0.09% | +925+6.1% | Added |
| Stony Point Capital LLC | 16,207 | $9.45M | 2.26% | +16,207 | New |
| ProShare Advisors LLC | 16,307 | $9.51M | 0.02% | −905−5.3% | Reduced |
| Amalgamated Bank | 16,335 | $9.52M | 0.08% | −103−0.6% | Reduced |
| Progressive Investment Management Corp | 16,357 | $9.53M | 2.45% | −205−1.2% | Reduced |
| USS Investment Management Ltd | 16,532 | $9.64M | 0.07% | +38+0.2% | Added |
| First Long Island Investors, LLC | 16,990 | $9.90M | 0.78% | +384+2.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,121 | $9.98M | 0.06% | −281−1.6% | Reduced |
| Retirement Systems of Alabama | 17,197 | $10.0M | 0.04% | −280−1.6% | Reduced |
| M&G Plc | 17,230 | $10.0M | 0.05% | +17,230 | New |
| Atria Investments LLC | 17,258 | $10.1M | 0.12% | +3,104+21.9% | Added |
| Cerity Partners LLC | 17,329 | $10.1M | 0.02% | +4,133+31.3% | Added |
| The PNC Financial Services Group, Inc. | 17,534 | $10.2M | 0.01% | +1,046+6.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,538 | $10.2M | 0.11% | +1,107+6.7% | Added |
| Hudson Bay Capital Management LP | 17,578 | $10.2M | 0.07% | +17,578 | New |
| Acadian Asset Management LLC | 17,916 | $10.4M | 0.03% | +6,987+63.9% | Added |
| Fred Alger Management, LLC | 18,037 | $10.5M | 0.05% | +7,399+69.6% | Added |
| Jefferies Financial Group Inc. | 18,292 | $10.7M | 0.17% | −4,641−20.2% | Reduced |
| Montanaro Asset Management Ltd | 18,600 | $10.8M | 1.93% | −11,875−39.0% | Reduced |
| Adams Diversified Equity Fund, Inc. | 18,600 | $10.8M | 0.40% | +18,600 | New |
| Capital Fund Management S.A. | 18,655 | $10.9M | 0.12% | +18,655 | New |
| BNP Paribas | 18,785 | $10.9M | 0.45% | −1,234−6.2% | Reduced |
| United Capital Financial Advisers, LLC | 18,870 | $11.0M | 0.09% | +315+1.7% | Added |
| Empower Advisory Group, LLC | 18,872 | $11.0M | 0.04% | −163−0.9% | Reduced |
| Truist Financial Corp | 18,928 | $11.0M | 0.02% | −10,408−35.5% | Reduced |
| TCW Group Inc | 18,959 | $11.1M | 0.10% | −555−2.8% | Reduced |
| First Horizon Advisors, Inc. | 18,959 | $11.1M | 0.31% | +859+4.7% | Added |
| Overbrook Management Corp | 19,192 | $11.2M | 2.57% | +497+2.7% | Added |
| Azimuth Capital Investment Management LLC | 19,213 | $11.2M | 0.43% | −816−4.1% | Reduced |
| Xponance, Inc. | 19,257 | $11.2M | 0.11% | −2,127−9.9% | Reduced |
| Mariner, LLC | 19,332 | $11.3M | 0.02% | +1,587+8.9% | Added |
| Schonfeld Strategic Advisors LLC | 19,376 | $11.3M | 0.09% | +16,710+626.8% | Added |
| Bank of Nova Scotia | 19,596 | $11.4M | 0.02% | −8,657−30.6% | Reduced |
| Walter Public Investments Inc. | 19,631 | $11.4M | 2.00% | −4,639−19.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 19,774 | $11.5M | 1.21% | +8,957+82.8% | Added |
| RBF Capital, LLC | 20,000 | $11.7M | 0.60% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 20,123 | $11.7M | 0.36% | +220+1.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 20,266 | $11.8M | 0.54% | +8,513+72.4% | Added |
| Commerce Bank | 20,292 | $11.8M | 0.07% | −855−4.0% | Reduced |
| Vinva Investment Management Ltd | 20,844 | $12.0M | 0.52% | +931+4.7% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $12.2M | 1.57% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 20,965 | $12.2M | 1.17% | +1,220+6.2% | Added |
| HRT Financial LP | 21,249 | $12.4M | 0.06% | +12,645+147.0% | Added |
| Corebridge Financial, Inc. | 21,305 | $12.4M | 0.07% | −818−3.7% | Reduced |
| Trillium Asset Management, LLC | 21,433 | $12.5M | 0.31% | −785−3.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 21,912 | $12.8M | 0.78% | +2,420+12.4% | Added |
| Spence Asset Management | 21,956 | $12.8M | 3.11% | +21,768+11,578.7% | Added |
| State of Tennessee, Treasury Department | 22,263 | $13.0M | 0.05% | −5,446−19.7% | Reduced |
| Handelsbanken Fonder AB | 22,404 | $13.1M | 0.05% | +715+3.3% | Added |
| MetLife Investment Management | 22,447 | $13.1M | 0.08% | −706−3.0% | Reduced |
| Arizona State Retirement System | 22,715 | $13.2M | 0.08% | −252−1.1% | Reduced |
| Canoe Financial LP | 23,254 | $13.4M | 0.32% | −119,503−83.7% | Reduced |
| Forsta Ap-Fonden | 23,800 | $13.9M | 0.11% | +1,000+4.4% | Added |
| Candriam Luxembourg S.C.A. | 23,879 | $13.9M | 0.08% | +16,756+235.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 24,154 | $14.1M | 0.14% | +2,684+12.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 24,154 | $14.1M | 0.14% | +24,154 | New |
| Cubist Systematic Strategies, LLC | 24,508 | $14.3M | 0.22% | +24,508 | New |
| FIL Ltd | 24,808 | $14.5M | 0.01% | +4,299+21.0% | Added |
| Resona Asset Management Co.,Ltd. | 25,739 | $15.0M | 0.09% | −488−1.9% | Reduced |
| APG Asset Management N.V. | 28,678 | $15.0M | 0.10% | −287,209−90.9% | Reduced |
| Comerica Bank | 25,898 | $15.1M | 0.06% | +1,848+7.7% | Added |
| Nisa Investment Advisors, LLC | 25,952 | $15.1M | 0.09% | −99−0.4% | Reduced |