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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 26,035 | $15.2M | 0.07% | +24,495+1,590.6% | Added |
| TCG Advisory Services, LLC | 26,299 | $15.3M | 0.67% | −616−2.3% | Reduced |
| Rafferty Asset Management, LLC | 26,666 | $15.5M | 0.05% | −1,206−4.3% | Reduced |
| Natixis | 26,821 | $15.6M | 0.10% | +20,751+341.9% | Added |
| Brinker Capital Investments, LLC | 27,605 | $16.1M | 0.16% | −2,256−7.6% | Reduced |
| Orion Portfolio Solutions, LLC | 27,605 | $16.1M | 0.16% | −2,256−7.6% | Reduced |
| Worldquant Millennium Advisors LLC | 27,805 | $16.2M | 0.12% | +17,920+181.3% | Added |
| Williams Jones Wealth Management, LLC. | 27,960 | $16.3M | 0.19% | −23,698−45.9% | Reduced |
| Vancity Investment Management Ltd | 28,054 | $16.4M | 1.96% | −25,504−47.6% | Reduced |
| Glenmede Trust Co NA | 28,148 | $16.4M | 0.08% | +9,527+51.2% | Added |
| Stifel Financial Corp | 28,791 | $16.8M | 0.02% | +2,743+10.5% | Added |
| Castleark Management LLC | 29,120 | $17.0M | 0.69% | −429−1.5% | Reduced |
| State of New Jersey Common Pension Fund D | 29,203 | $17.0M | 0.07% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 29,552 | $17.2M | 0.65% | −91−0.3% | Reduced |
| Texas Yale Capital Corp. | 29,962 | $17.5M | 0.76% | −140.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,233 | $17.6M | 0.05% | +949+3.2% | Added |
| Boston Financial Mangement LLC | 30,264 | $17.6M | 0.53% | −280−0.9% | Reduced |
| Asset Management One Co.,Ltd. | 30,515 | $17.8M | 0.06% | +821+2.8% | Added |
| Copeland Capital Management, LLC | 30,898 | $18.0M | 0.31% | −1,246−3.9% | Reduced |
| Eventide Asset Management, LLC | 31,001 | $18.1M | 0.31% | −2,274−6.8% | Reduced |
| Gillson Capital LP | 31,099 | $18.1M | 1.65% | +31,099 | New |
| Royal London Asset Management Ltd | 31,141 | $18.2M | 0.04% | +2,561+9.0% | Added |
| Fayez Sarofim & Co | 31,765 | $18.5M | 0.05% | +10,026+46.1% | Added |
| Coalescence Partners Investment Management, LP | 33,014 | $19.2M | 8.72% | 00.0% | Unchanged |
| TD Asset Management Inc | 33,714 | $19.4M | 0.02% | −148−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,580 | $19.8M | 0.18% | −245−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 34,158 | $19.9M | 0.09% | −3,562−9.4% | Reduced |
| Treasurer of the State of North Carolina | 34,379 | $20.0M | 0.08% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 34,967 | $20.4M | 1.62% | +4,402+14.4% | Added |
| Korea Investment CORP | 35,370 | $20.6M | 0.05% | −22,101−38.5% | Reduced |
| Capital International Inc | 35,386 | $20.6M | 0.26% | −909−2.5% | Reduced |
| Vontobel Holding Ltd. | 35,607 | $20.8M | 0.07% | −78−0.2% | Reduced |
| Ossiam | 35,675 | $20.8M | 0.40% | +28,928+428.8% | Added |
| Thrivent Financial for Lutherans | 35,776 | $20.9M | 0.04% | −17,499−32.8% | Reduced |
| Parnassus Investments | 36,002 | $21.0M | 0.04% | +7,830+27.8% | Added |
| Pictet Asset Management Holding SA | 36,869 | $21.5M | 0.02% | −3,233−8.1% | Reduced |
| Oppenheimer Asset Management Inc. | 38,101 | $22.2M | 0.27% | +10,856+39.8% | Added |
| Junto Capital Management LP | 38,143 | $22.2M | 0.50% | +38,143 | New |
| State of Michigan Retirement System | 38,302 | $22.3M | 0.11% | −300−0.8% | Reduced |
| Tudor Investment Corp Et Al | 38,436 | $22.4M | 0.25% | −24,401−38.8% | Reduced |
| Dock Street Asset Management Inc | 38,941 | $22.7M | 3.06% | +1,577+4.2% | Added |
| Toronto Dominion Bank | 39,233 | $22.9M | 0.04% | +539+1.4% | Added |
| Hantz Financial Services, Inc. | 39,510 | $23.0M | 0.41% | +14,493+57.9% | Added |
| LPL Financial LLC | 40,054 | $23.3M | 0.01% | +10,223+34.3% | Added |
| Investment Management Corp of Ontario | 40,119 | $23.4M | 0.52% | +800+2.0% | Added |
| Oribel Capital Management, LP | 41,200 | $24.0M | 2.62% | +41,200 | New |
| Wilson Asset Management (International) Pty Ltd | 41,783 | $24.4M | 5.91% | +2,874+7.4% | Added |
| Petrus Trust Company, LTA | 43,288 | $25.2M | 2.46% | −92−0.2% | Reduced |
| Voya Investment Management LLC | 43,628 | $25.4M | 0.03% | −3,749−7.9% | Reduced |
| Credit Agricole S A | 45,118 | $26.3M | 0.14% | +22,962+103.6% | Added |
| State of Wisconsin Investment Board | 45,480 | $26.5M | 0.07% | +525+1.2% | Added |
| Robeco Institutional Asset Management B.V. | 45,550 | $26.6M | 0.05% | +814+1.8% | Added |
| Candlestick Capital Management LP | 45,740 | $26.7M | 1.09% | +45,740 | New |
| AXA S.A. | 46,249 | $27.0M | 0.08% | −17,333−27.3% | Reduced |
| TownSquare Capital, LLC | 48,720 | $28.4M | 0.34% | +17,083+54.0% | Added |
| Tokio Marine Asset Management Co Ltd | 49,456 | $28.8M | 1.26% | +496+1.0% | Added |
| Jane Street Group, LLC | 49,831 | $29.0M | 0.05% | +3,549+7.7% | Added |
| Ensign Peak Advisors, Inc | 50,266 | $29.3M | 0.05% | −2,910−5.5% | Reduced |
| Manufacturers Life Insurance Company, The | 51,116 | $29.8M | 0.03% | +216+0.4% | Added |
| Great West Life Assurance Co | 51,538 | $30.1M | 0.05% | +1,881+3.8% | Added |
| Gateway Investment Advisers LLC | 52,118 | $30.4M | 0.33% | −120.0% | Reduced |
| Victory Capital Management Inc | 52,679 | $30.7M | 0.03% | −2,300−4.2% | Reduced |
| Allianz Asset Management GmbH | 53,193 | $31.0M | 0.05% | −63,954−54.6% | Reduced |
| Marshall Wace, LLP | 53,516 | $31.2M | 0.04% | +51,711+2,864.9% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 54,462 | $31.7M | 1.27% | +13,931+34.4% | Added |
| DekaBank Deutsche Girozentrale | 55,423 | $31.9M | 0.06% | −3,265−5.6% | Reduced |
| Select Equity Group, L.P. | 55,863 | $32.6M | 0.12% | −15,056−21.2% | Reduced |
| Rathbone Brothers plc | 57,618 | $33.6M | 0.17% | +41,498+257.4% | Added |
| New York State Common Retirement Fund | 59,714 | $34.8M | 0.05% | −12,753−17.6% | Reduced |
| Canada Pension Plan Investment Board | 60,547 | $35.3M | 0.03% | +2,389+4.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 61,255 | $35.7M | 0.32% | +9,174+17.6% | Added |
| CIBC Asset Management Inc | 62,834 | $36.6M | 0.12% | −328−0.5% | Reduced |
| Natixis Advisors, L.P. | 64,524 | $37.6M | 0.07% | +9,651+17.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 65,860 | $38.4M | 0.09% | −2,609−3.8% | Reduced |
| Danske Bank A/S | 67,111 | $39.1M | 0.13% | +38,187+132.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 67,268 | $39.2M | 0.10% | +60,581+906.0% | Added |
| National Bank of Canada | 68,147 | $39.7M | 0.05% | +25,314+59.1% | Added |
| Kornitzer Capital Management Inc | 68,164 | $39.7M | 0.73% | +626+0.9% | Added |
| CIBC Private Wealth Group, LLC | 68,482 | $39.9M | 0.07% | +236+0.3% | Added |
| DF Dent & Co Inc | 69,860 | $40.7M | 0.50% | +23,194+49.7% | Added |
| Baskin Financial Services Inc. | 72,493 | $42.3M | 3.46% | +203+0.3% | Added |
| Adage Capital Partners GP, L.L.C. | 74,100 | $43.2M | 0.08% | +8,100+12.3% | Added |
| State Board of Administration of Florida Retirement System | 74,489 | $43.4M | 0.08% | −820−1.1% | Reduced |
| NS Partners Ltd | 74,721 | $43.6M | 1.84% | +1,506+2.1% | Added |
| Capital Group Private Client Services, Inc. | 75,622 | $44.1M | 0.42% | −22,725−23.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 75,949 | $44.3M | 0.20% | +6,001+8.6% | Added |
| New York State Teachers Retirement System | 76,232 | $44.4M | 0.09% | −3,504−4.4% | Reduced |
| CI Private Wealth, LLC | 76,966 | $44.9M | 0.07% | +838+1.1% | Added |
| Citigroup Inc | 77,220 | $45.0M | 0.04% | −785−1.0% | Reduced |
| Loomis Sayles & Co L P | 77,801 | $45.4M | 0.06% | −41,072−34.6% | Reduced |
| STRS Ohio | 78,300 | $45.6M | 0.18% | +12,000+18.1% | Added |
| Quantum Capital Management, LLC | 78,758 | $45.9M | 4.76% | +6,309+8.7% | Added |
| Frontier Capital Management Co LLC | 80,713 | $47.1M | 0.44% | −2,117−2.6% | Reduced |
| NFJ Investment Group, LLC | 88,522 | $51.6M | 1.51% | −3,016−3.3% | Reduced |
| Federated Hermes, Inc. | 88,866 | $51.8M | 0.11% | +184+0.2% | Added |
| Citadel Advisors LLC | 92,048 | $53.7M | 0.06% | +31,159+51.2% | Added |
| AQR Capital Management LLC | 93,980 | $54.0M | 0.07% | +32,633+53.2% | Added |
| Standard Life Aberdeen plc | 93,903 | $54.3M | 0.10% | +955+1.0% | Added |
| Champlain Investment Partners, LLC | 96,240 | $56.1M | 0.34% | +96,240 | New |
| C WorldWide Group Holding A/S | 102,317 | $59.6M | 0.62% | −378−0.4% | Reduced |