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 |
|---|---|---|---|---|---|
| SRN Advisors, LLC | 2,408 | $1.40M | 1.24% | −87−3.5% | Reduced |
| Teza Capital Management LLC | 2,367 | $1.38M | 0.15% | +1,846+354.3% | Added |
| Resources Investment Advisors, LLC. | 2,351 | $1.37M | 0.02% | −677−22.4% | Reduced |
| Wellington Wealth Strategies, LLC. | 2,384 | $1.36M | 1.03% | +2,384 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,329 | $1.36M | 0.09% | −226−8.8% | Reduced |
| Sequoia Financial Advisors, LLC | 2,318 | $1.35M | 0.01% | +302+15.0% | Added |
| Veriti Management LLC | 2,275 | $1.33M | 0.07% | +741+48.3% | Added |
| EP Wealth Advisors, LLC | 2,262 | $1.32M | 0.01% | +1,750+341.8% | Added |
| Vestmark Advisory Solutions, Inc. | 2,258 | $1.32M | 0.05% | +703+45.2% | Added |
| Bennett Selby Investments LP | 2,258 | $1.32M | 0.55% | −10−0.4% | Reduced |
| AXS Investments LLC | 2,249 | $1.31M | 0.35% | −190−7.8% | Reduced |
| ProVise Management Group, LLC | 2,234 | $1.30M | 0.10% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 2,166 | $1.29M | 0.12% | +662+44.0% | Added |
| Capital Investment Advisory Services, LLC | 2,210 | $1.29M | 0.12% | +153+7.4% | Added |
| King Luther Capital Management Corp | 2,188 | $1.28M | 0.01% | 00.0% | Unchanged |
| Dantai Capital Ltd | 2,178 | $1.27M | 1.61% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 2,157 | $1.26M | 0.05% | −153−6.6% | Reduced |
| Advisor OS, LLC | 2,146 | $1.25M | 0.12% | −269−11.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,121 | $1.24M | 0.01% | −234−9.9% | Reduced |
| Aigen Investment Management, LP | 2,097 | $1.22M | 0.24% | +2,097 | New |
| Groupama Asset Managment | 2,548 | $1.19M | 0.03% | −2,209−46.4% | Reduced |
| XTX Topco Ltd | 2,031 | $1.18M | 0.09% | −350−14.7% | Reduced |
| Bleakley Financial Group, LLC | 2,025 | $1.18M | 0.04% | −130−6.0% | Reduced |
| Avantax Advisory Services, Inc. | 2,025 | $1.18M | 0.01% | +142+7.5% | Added |
| IFP Advisors, Inc | 1,986 | $1.16M | 0.04% | +1,591+402.8% | Added |
| Keybank National Association | 1,971 | $1.15M | 0.00% | −40−2.0% | Reduced |
| Frank, Rimerman Advisors LLC | 1,968 | $1.15M | 0.08% | +17+0.9% | Added |
| Procyon Private Wealth Partners, LLC | 1,956 | $1.14M | 0.08% | +279+16.6% | Added |
| WealthBridge Investment Counsel Inc. | 1,937 | $1.13M | 0.40% | +1,937 | New |
| Pier Capital, LLC | 1,934 | $1.13M | 0.16% | −360−15.7% | Reduced |
| SpiderRock Advisors, LLC | 1,884 | $1.10M | 0.02% | −4−0.2% | Reduced |
| Liberty Wealth Management LLC | 1,883 | $1.10M | 0.19% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,866 | $1.09M | 0.08% | −165−8.1% | Reduced |
| Strategic Wealth Designers | 1,888 | $1.09M | 0.12% | +231+13.9% | Added |
| SG Americas Securities, LLC | 1,865 | $1.09M | 0.00% | −12,233−86.8% | Reduced |
| EFG Asset Management (North America) Corp. | 1,859 | $1.08M | 0.18% | +1,859 | New |
| Perpetual Ltd | 1,856 | $1.08M | 0.01% | −725−28.1% | Reduced |
| Principal Securities, Inc. | 1,854 | $1.08M | 0.03% | +103+5.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,843 | $1.07M | 0.02% | +1,304+241.9% | Added |
| Arbor Capital Management Inc | 1,847 | $1.06M | 1.00% | −46−2.4% | Reduced |
| Everence Capital Management Inc | 1,797 | $1.05M | 0.07% | −1,140−38.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,798 | $1.05M | 0.02% | +125+7.5% | Added |
| Bayesian Capital Management, LP | 1,793 | $1.05M | 0.12% | +1,793 | New |
| Meeder Advisory Services, Inc. | 1,785 | $1.04M | 0.07% | −70−3.8% | Reduced |
| Quantitative Investment Management, LLC | 1,778 | $1.04M | 0.10% | +565+46.6% | Added |
| Natixis Investment Managers International | 1,767 | $1.03M | 0.07% | +215+13.9% | Added |
| Dark Forest Capital Management LP | 1,762 | $1.03M | 0.13% | +1,762 | New |
| Advisory Services Network, LLC | 2,095 | $1.01M | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,715 | $1.00M | 0.02% | +85+5.2% | Added |
| Wrapmanager Inc | 1,716 | $1.00M | 0.26% | +228+15.3% | Added |
| Monumental Financial Group Inc. | 1,702 | $992.1K | 0.37% | −285−14.3% | Reduced |
| Guggenheim Capital LLC | 1,700 | $991.0K | 0.01% | −167−8.9% | Reduced |
| Merit Financial Group, LLC | 1,697 | $989.2K | 0.02% | −531−23.8% | Reduced |
| Ballentine Partners, LLC | 1,682 | $980.5K | 0.02% | +13+0.8% | Added |
| Parallax Volatility Advisers, L.P. | 1,670 | $973.5K | 0.03% | +1,003+150.4% | Added |
| WSFS Capital Management, LLC | 1,666 | $971.2K | 0.05% | +545+48.6% | Added |
| Redwood Investments, LLC | 1,656 | $965.3K | 0.29% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 1,642 | $957.2K | 0.03% | +180+12.3% | Added |
| Catalyst Capital Advisors LLC | 1,641 | $956.6K | 0.02% | +161+10.9% | Added |
| Sompo Asset Management Co., Ltd. | 1,640 | $956.0K | 0.15% | −300−15.5% | Reduced |
| Captrust Financial Advisors | 1,639 | $955.2K | 0.00% | −289−15.0% | Reduced |
| Leonteq Securities AG | 1,633 | $951.9K | 0.11% | +471+40.5% | Added |
| EPG Wealth Management LLC | 1,632 | $951.3K | 0.24% | +1,632 | Added |
| Intellectus Partners, LLC | 1,590 | $927.1K | 0.24% | +552+53.2% | Added |
| Integrated Wealth Concepts LLC | 1,580 | $920.9K | 0.01% | +1,008+176.2% | Added |
| RB Capital Management, LLC | 1,569 | $914.4K | 0.22% | −124−7.3% | Reduced |
| Shell Asset Management Co | 1,564 | $912.0K | 0.04% | +1,564 | New |
| Texas Capital Bancshares Inc | 1,559 | $908.8K | 0.37% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,555 | $906.5K | 0.11% | +171+12.4% | Added |
| Hohimer Wealth Management, LLC | 1,539 | $897.1K | 0.19% | +45+3.0% | Added |
| Copperwynd Financial, LLC | 1,534 | $894.2K | 0.27% | +126+8.9% | Added |
| Ostrum Asset Management | 1,525 | $889.0K | 0.07% | −253−14.2% | Reduced |
| Wetherby Asset Management Inc | 1,520 | $886.1K | 0.04% | −42−2.7% | Reduced |
| Jones Financial Companies LLLP | 1,498 | $863.1K | 0.00% | +923+160.5% | Added |
| Quintet Private Bank (Europe) S.A. | 1,479 | $862.0K | 0.05% | +180+13.9% | Added |
| Mission Wealth Management, LP | 1,475 | $860.0K | 0.02% | +19+1.3% | Added |
| Empowered Funds, LLC | 1,471 | $857.5K | 0.01% | +50+3.5% | Added |
| BlueSpruce Investments, LP | 1,461 | $851.7K | 0.02% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,448 | $844.1K | 0.21% | +25+1.8% | Added |
| Navellier & Associates Inc | 1,447 | $843.5K | 0.11% | −457−24.0% | Reduced |
| Vestcor Inc | 1,433 | $835.0K | 0.03% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,402 | $817.3K | 0.10% | +412+41.6% | Added |
| Heartland Bank & Trust Co | 1,400 | $816.1K | 0.44% | −50−3.4% | Reduced |
| Agf Management Ltd | 1,395 | $813.2K | 0.00% | −1,304−48.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,368 | $797.4K | 0.05% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,365 | $795.4K | 0.10% | −114−7.7% | Reduced |
| Three Seasons Wealth, LLC | 1,360 | $792.8K | 0.42% | +505+59.1% | Added |
| Balyasny Asset Management LLC | 1,351 | $787.5K | 0.00% | −1,078−44.4% | Reduced |
| Walleye Trading LLC | 1,318 | $768.3K | 0.02% | −7,385−84.9% | Reduced |
| Roberts Capital Advisors, LLC | 1,293 | $753.7K | 0.64% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,288 | $751.0K | 0.01% | +138+12.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,273 | $742.1K | 0.03% | −91−6.7% | Reduced |
| Gries Financial LLC | 1,272 | $741.5K | 0.14% | +1,272 | New |
| Pinnacle Associates Ltd | 1,308 | $739.9K | 0.01% | +230+21.3% | Added |
| HighPoint Advisor Group LLC | 1,271 | $734.6K | 0.04% | +300+30.9% | Added |
| Grandeur Peak Global Advisors, LLC | 1,257 | $732.7K | 0.06% | −267−17.5% | Reduced |
| Birinyi Associates Inc | 1,256 | $732.0K | 0.21% | +1+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,252 | $729.8K | 0.00% | +1,252 | New |
| Signaturefd, LLC | 1,248 | $727.7K | 0.01% | +80+6.8% | Added |
| Harbor Capital Advisors, Inc. | 1,239 | $722.0K | 0.03% | −40−3.1% | Reduced |