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