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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 4,790 | $2.79M | 0.29% | +1,602+50.3% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 4,788 | $2.79M | 2.51% | −354−6.9% | Reduced |
| Interval Partners, LP | 4,734 | $2.76M | 0.08% | +4,734 | New |
| Tocqueville Asset Management L.P. | 4,676 | $2.73M | 0.04% | −135−2.8% | Reduced |
| Two Sigma Securities, LLC | 4,673 | $2.72M | 0.21% | +815+21.1% | Added |
| Freedom Day Solutions, LLC | 4,577 | $2.67M | 0.83% | +48+1.1% | Added |
| LGT Fund Management Co Ltd. | 4,456 | $2.63M | 0.27% | +130+3.0% | Added |
| US Bancorp | 4,468 | $2.61M | 0.00% | −303−6.4% | Reduced |
| Quantbot Technologies LP | 4,456 | $2.60M | 0.10% | −2,246−33.5% | Reduced |
| MV Capital Management, Inc. | 4,410 | $2.57M | 0.27% | +524+13.5% | Added |
| Sumitomo Life Insurance Co | 4,404 | $2.57M | 0.05% | +73+1.7% | Added |
| Crossmark Global Holdings, Inc. | 4,405 | $2.57M | 0.05% | −478−9.8% | Reduced |
| Louisiana State Employees Retirement System | 4,400 | $2.56M | 0.05% | −100−2.2% | Reduced |
| Maryland State Retirement & Pension System | 4,390 | $2.56M | 0.05% | −1,546−26.0% | Reduced |
| Securian Asset Management, Inc | 4,337 | $2.53M | 0.07% | −221−4.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,302 | $2.51M | 0.01% | −655−13.2% | Reduced |
| E. Ohman J:or Asset Management AB | 4,288 | $2.50M | 0.06% | −320−6.9% | Reduced |
| Plato Investment Management Ltd | 4,285 | $2.50M | 0.20% | +20.0% | Added |
| Norinchukin Bank, The | 4,143 | $2.42M | 0.06% | +390+10.4% | Added |
| Value Partners Investments Inc. | 4,134 | $2.41M | 0.20% | +225+5.8% | Added |
| Canandaigua National Bank & Trust Co | 4,134 | $2.41M | 0.23% | +385+10.3% | Added |
| Oak Thistle LLC | 4,079 | $2.38M | 0.77% | +1,890+86.3% | Added |
| Change Path, LLC | 4,078 | $2.38M | 0.08% | +397+10.8% | Added |
| Allianz SE | 4,075 | $2.38M | 0.06% | 00.0% | Unchanged |
| Dakota Wealth Management | 4,075 | $2.38M | 0.05% | +54+1.3% | Added |
| Prana Capital Management, LP | 4,058 | $2.37M | 0.11% | +4,058 | New |
| Centiva Capital, LP | 4,049 | $2.36M | 0.11% | +1,991+96.7% | Added |
| Swiss Life Asset Management Ltd | 4,027 | $2.34M | 0.03% | −23−0.6% | Reduced |
| Twin Tree Management, LP | 4,019 | $2.34M | 0.05% | +4,019 | New |
| Delta Investment Management, LLC | 4,012 | $2.34M | 0.48% | −582−12.7% | Reduced |
| Abn Amro Investment Solutions | 4,008 | $2.34M | 0.04% | −1,734−30.2% | Reduced |
| Headlands Technologies LLC | 3,966 | $2.31M | 0.27% | −5,783−59.3% | Reduced |
| ING Groep NV | 3,964 | $2.31M | 0.01% | +3,964 | New |
| Northwestern Mutual Wealth Management Co | 3,963 | $2.31M | 0.00% | +1,075+37.2% | Added |
| Tower Research Capital LLC (TRC) | 3,941 | $2.30M | 0.06% | −2,339−37.2% | Reduced |
| Bokf, NA | 3,899 | $2.29M | 0.04% | −203−4.9% | Reduced |
| New Mexico Educational Retirement Board | 3,900 | $2.27M | 0.08% | −100−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,878 | $2.26M | 0.00% | +547+16.4% | Added |
| Aurora Investment Managers, LLC. | 3,845 | $2.24M | 1.44% | −117−3.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,834 | $2.23M | 1.23% | +516+15.6% | Added |
| CWM, LLC | 3,818 | $2.23M | 0.01% | +1,278+50.3% | Added |
| Point72 (DIFC) Ltd | 3,809 | $2.22M | 0.17% | +3,809 | New |
| Dai-Ichi Life Insurance Company, Ltd | 3,783 | $2.21M | 0.06% | +3,200+548.9% | Added |
| Grove Bank & Trust | 3,779 | $2.20M | 0.33% | +1,299+52.4% | Added |
| Shelton Capital Management | 3,768 | $2.20M | 0.06% | −3,800−50.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,741 | $2.18M | 0.00% | −115−3.0% | Reduced |
| Dash Acquisitions Inc. | 3,703 | $2.18M | 0.53% | +325+9.6% | Added |
| Dynasty Wealth Management, LLC | 3,683 | $2.15M | 0.06% | +918+33.2% | Added |
| Verdence Capital Advisors LLC | 3,667 | $2.14M | 0.17% | +801+27.9% | Added |
| Capital International Sarl | 3,657 | $2.13M | 0.05% | −717−16.4% | Reduced |
| Eqis Capital Management, Inc. | 3,609 | $2.10M | 0.17% | −256−6.6% | Reduced |
| Greenleaf Trust | 3,596 | $2.10M | 0.02% | +970+36.9% | Added |
| Quest Partners LLC | 3,595 | $2.10M | 0.19% | +3,508+4,032.2% | Added |
| Bessemer Group Inc | 3,571 | $2.08M | 0.00% | +232+6.9% | Added |
| Garrison Asset Management, LLC | 3,569 | $2.08M | 1.06% | −14−0.4% | Reduced |
| PFG Advisors | 3,463 | $2.02M | 0.13% | +48+1.4% | Added |
| Apollon Wealth Management, LLC | 3,453 | $2.01M | 0.06% | −90−2.5% | Reduced |
| First Hawaiian Bank | 3,449 | $2.01M | 0.06% | +2,051+146.7% | Added |
| Advisors Asset Management, Inc. | 3,401 | $1.98M | 0.04% | +1,357+66.4% | Added |
| Schechter Investment Advisors, LLC | 3,392 | $1.98M | 0.15% | +790+30.4% | Added |
| Meitav Dash Investments Ltd | 3,309 | $1.93M | 0.03% | +1,209+57.6% | Added |
| Trivant Custom Portfolio Group, LLC | 3,304 | $1.93M | 1.11% | +99+3.1% | Added |
| Stephens Inc | 3,303 | $1.93M | 0.03% | +1,001+43.5% | Added |
| City Holding Co | 3,278 | $1.91M | 0.27% | −1,027−23.9% | Reduced |
| Segment Wealth Management, LLC | 3,263 | $1.90M | 0.13% | +6+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,258 | $1.90M | 0.01% | +2,064+172.9% | Added |
| TD Private Client Wealth LLC | 3,215 | $1.87M | 0.05% | +1,168+57.1% | Added |
| Janney Montgomery Scott LLC | 3,213 | $1.87M | 0.01% | −375−10.5% | Reduced |
| E Fund Management Co., Ltd. | 3,153 | $1.84M | 0.09% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 3,080 | $1.80M | 1.13% | +173+6.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,050 | $1.78M | 0.00% | −3,125−50.6% | Reduced |
| AE Wealth Management LLC | 3,040 | $1.77M | 0.02% | −416−12.0% | Reduced |
| Spire Wealth Management | 3,037 | $1.77M | 0.06% | +2,952+3,472.9% | Added |
| Fiduciary Trust Co | 3,032 | $1.77M | 0.02% | +155+5.4% | Added |
| Palumbo Wealth Management LLC | 3,020 | $1.76M | 0.68% | +82+2.8% | Added |
| Mercer Global Advisors Inc | 3,021 | $1.74M | 0.00% | +352+13.2% | Added |
| NewEdge Wealth, LLC | 2,985 | $1.74M | 0.03% | +1,258+72.8% | Added |
| Banco Santander, S.A. | 2,942 | $1.71M | 0.02% | −88−2.9% | Reduced |
| Diversified Trust Co | 2,889 | $1.68M | 0.04% | +814+39.2% | Added |
| Robertson Stephens Wealth Management, LLC | 2,858 | $1.67M | 0.06% | +766+36.6% | Added |
| Park Avenue Securities LLC | 2,858 | $1.67M | 0.02% | −329−10.3% | Reduced |
| Omers Administration Corp | 2,746 | $1.60M | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,774 | $1.60M | 0.02% | +403+17.0% | Added |
| Signal Advisors Wealth, LLC | 2,721 | $1.59M | 0.23% | +2,721 | New |
| Empirical Finance, LLC | 2,719 | $1.58M | 0.09% | +58+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,706 | $1.58M | 0.02% | +93+3.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,709 | $1.57M | 0.00% | +670+32.9% | Added |
| Snowden Capital Advisors LLC | 2,672 | $1.56M | 0.05% | +474+21.6% | Added |
| Chartwell Investment Partners, LLC | 2,619 | $1.53M | 0.05% | 00.0% | Unchanged |
| Regions Financial Corp | 2,583 | $1.51M | 0.01% | +25+1.0% | Added |
| Americana Partners, LLC | 2,567 | $1.50M | 0.10% | +1,070+71.5% | Added |
| Cornercap Investment Counsel Inc | 2,564 | $1.49M | 0.44% | −1,844−41.8% | Reduced |
| Gibbs Wealth Management | 2,542 | $1.48M | 0.48% | +1,256+97.7% | Added |
| Personal Cfo Solutions, LLC | 2,521 | $1.47M | 0.21% | +609+31.9% | Added |
| Metis Global Partners, LLC | 2,516 | $1.47M | 0.05% | +26+1.0% | Added |
| Cumberland Partners Ltd | 2,500 | $1.46M | 0.10% | +2,500 | New |
| Northwestern Mutual Investment Management Company, LLC | 2,493 | $1.45M | 0.03% | −28−1.1% | Reduced |
| Nebula Research & Development LLC | 2,483 | $1.45M | 0.17% | +1,739+233.7% | Added |
| Pallas Capital Advisors LLC | 2,419 | $1.43M | 0.06% | +960+65.8% | Added |
| QRG Capital Management, Inc. | 2,437 | $1.42M | 0.02% | −2,421−49.8% | Reduced |