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