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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 1,238 | $721.7K | 0.03% | +41+3.4% | Added |
| Graypoint LLC | 1,218 | $709.9K | 0.05% | +173+16.6% | Added |
| Benin Management CORP | 1,214 | $707.7K | 0.20% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,199 | $698.9K | 0.04% | −156−11.5% | Reduced |
| Tectonic Advisors LLC | 1,197 | $697.8K | 0.05% | +427+55.5% | Added |
| Fidelis Capital Partners, LLC | 1,170 | $697.8K | 0.08% | −10−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 1,196 | $697.2K | 0.05% | +169+16.5% | Added |
| DoubleLine ETF Adviser LP | 1,193 | $695.4K | 0.17% | −116−8.9% | Reduced |
| Horizon Investments, LLC | 1,185 | $690.8K | 0.02% | −89−7.0% | Reduced |
| Flputnam Investment Management Co | 1,174 | $684.4K | 0.01% | −175−13.0% | Reduced |
| Wedmont Private Capital | 1,170 | $683.9K | 0.04% | +82+7.5% | Added |
| Burney Co | 1,151 | $671.0K | 0.02% | +190+19.8% | Added |
| Simon Quick Advisors, LLC | 1,140 | $664.6K | 0.04% | +327+40.2% | Added |
| Raymond James Trust N.A. | 1,125 | $655.8K | 0.01% | −31−2.7% | Reduced |
| Diversify Advisory Services, LLC | 1,075 | $649.6K | 0.03% | +311+40.7% | Added |
| Paloma Partners Management Co | 1,100 | $641.2K | 0.03% | +1,100 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,099 | $640.6K | 0.12% | +1,099 | New |
| Legacy Advisors, LLC | 1,098 | $640.1K | 0.07% | +18+1.7% | Added |
| Citizens Financial Group Inc | 1,085 | $632.4K | 0.01% | +373+52.4% | Added |
| Applied Finance Capital Management, LLC | 1,084 | $631.9K | 0.03% | −25−2.3% | Reduced |
| Oak Ridge Investments LLC | 1,080 | $629.6K | 0.05% | −23−2.1% | Reduced |
| RFG Advisory, LLC | 1,080 | $629.6K | 0.02% | +31+3.0% | Added |
| Stanley-Laman Group, Ltd. | 1,058 | $616.7K | 0.09% | −13−1.2% | Reduced |
| Bradley Foster & Sargent Inc | 1,054 | $614.4K | 0.01% | +35+3.4% | Added |
| Integrated Investment Consultants, LLC | 1,046 | $609.7K | 0.13% | +1,046 | New |
| Ci Investments Inc. | 1,031 | $601.0K | 0.00% | +78+8.2% | Added |
| Gen-Wealth Partners Inc | 1,055 | $600.3K | 0.26% | +369+53.8% | Added |
| Machina Capital S.A.S. | 1,026 | $598.1K | 0.24% | −496−32.6% | Reduced |
| Blair William & Co | 1,019 | $594.2K | 0.00% | +29+2.9% | Added |
| Dana Investment Advisors, Inc. | 1,008 | $587.6K | 0.02% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $582.9K | 0.10% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 999 | $582.3K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 997 | $581.2K | 0.01% | −459−31.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 985 | $574.2K | 0.25% | +176+21.8% | Added |
| NorthRock Partners, LLC | 983 | $573.0K | 0.02% | +104+11.8% | Added |
| Peapack Gladstone Financial Corp | 975 | $568.0K | 0.01% | +314+47.5% | Added |
| Atria Wealth Solutions, Inc. | 972 | $566.8K | 0.01% | −1,471−60.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 965 | $562.5K | 0.12% | +965 | New |
| NBC Securities, Inc. | 953 | $555.0K | 0.05% | +320+50.6% | Added |
| Lido Advisors, LLC | 946 | $551.9K | 0.00% | +61+6.9% | Added |
| Private Advisor Group, LLC | 945 | $550.7K | 0.00% | +129+15.8% | Added |
| Malaga Cove Capital, LLC | 944 | $550.3K | 0.22% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 941 | $548.5K | 0.01% | +179+23.5% | Added |
| Beacon Pointe Advisors, LLC | 927 | $540.4K | 0.01% | −215−18.8% | Reduced |
| Trust Asset Management LLC | 919 | $535.7K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 919 | $535.7K | 0.01% | +191+26.2% | Added |
| Gilbert & Cook, Inc. | 916 | $534.0K | 0.07% | +48+5.5% | Added |
| Wealthspire Advisors, LLC | 908 | $529.5K | 0.01% | −230−20.2% | Reduced |
| Pitcairn Co | 901 | $525.2K | 0.03% | −17−1.9% | Reduced |
| MUFG Securities EMEA plc | 899 | $524.6K | 0.02% | +899 | New |
| Emerald Advisers, LLC | 898 | $523.5K | 0.02% | −20−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 897 | $523.0K | 0.02% | −10,149−91.9% | Reduced |
| CNB Bank | 897 | $522.9K | 0.24% | −50−5.3% | Reduced |
| MJP Associates Inc | 894 | $521.4K | 0.10% | −85−8.7% | Reduced |
| Azzad Asset Management Inc | 868 | $505.8K | 0.06% | +426+96.4% | Added |
| Toth Financial Advisory Corp | 857 | $499.6K | 0.06% | +445+108.0% | Added |
| Aviso Financial Inc. | 849 | $494.9K | 0.02% | +44+5.5% | Added |
| Boit C F David | 810 | $478.2K | 0.24% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 810 | $472.2K | 0.01% | +124+18.1% | Added |
| Wallace Advisory Group, LLC | 978 | $471.2K | 0.34% | −17−1.7% | Reduced |
| D.A. Davidson & Co. | 804 | $468.9K | 0.00% | +6+0.8% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 800 | $466.3K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 799 | $465.8K | 0.03% | +799 | New |
| Ameritas Investment Partners, Inc. | 797 | $464.6K | 0.02% | −58−6.8% | Reduced |
| Cigna Investments Inc | 797 | $464.0K | 0.08% | −12−1.5% | Reduced |
| Davy Global Fund Management Ltd | 794 | $462.8K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 791 | $461.3K | 0.02% | +133+20.2% | Added |
| Geller Advisors LLC | 790 | $460.5K | 0.03% | −26−3.2% | Reduced |
| Mather Group, LLC. | 783 | $456.3K | 0.01% | +42+5.7% | Added |
| Bridgefront Capital, LLC | 782 | $455.9K | 0.18% | +782 | New |
| Salvus Wealth Management, LLC | 781 | $455.3K | 0.28% | +290+59.1% | Added |
| Elk River Wealth Management, LLC | 780 | $454.7K | 0.08% | 00.0% | Unchanged |
| Castleview Partners, LLC | 773 | $450.6K | 0.26% | +270+53.7% | Added |
| Cynosure Management, LLC | 760 | $443.1K | 0.06% | −106−12.2% | Reduced |
| Commerzbank Aktiengesellschaft | 745 | $435.0K | 0.01% | +127+20.6% | Added |
| New World Advisors LLC | 746 | $434.9K | 0.11% | +241+47.7% | Added |
| ORG Wealth Partners, LLC | 741 | $431.9K | 0.14% | +741 | New |
| Syon Capital LLC | 740 | $431.4K | 0.04% | −6−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 739 | $430.8K | 0.03% | +3+0.4% | Added |
| Sage Mountain Advisors LLC | 737 | $429.6K | 0.04% | −11−1.5% | Reduced |
| Quadrant Capital Group LLC | 736 | $429.0K | 0.03% | +12+1.7% | Added |
| SFMG, LLC | 734 | $427.8K | 0.03% | −2−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 732 | $426.7K | 0.03% | +22+3.1% | Added |
| Winslow Capital Management, LLC | 723 | $421.5K | 0.00% | −98−11.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 721 | $420.0K | 0.02% | +600+495.9% | Added |
| Parallel Advisors, LLC | 717 | $418.1K | 0.01% | +80+12.6% | Added |
| Wealth Alliance | 716 | $417.4K | 0.05% | +136+23.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 704 | $410.4K | 0.02% | −627−47.1% | Reduced |
| Brown Brothers Harriman & Co | 701 | $408.6K | 0.00% | +92+15.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $408.1K | 0.16% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 847 | $408.0K | 0.01% | −365−30.1% | Reduced |
| Prudential PLC | 699 | $407.5K | 0.00% | −9,393−93.1% | Reduced |
| Weaver Capital Management LLC | 691 | $402.8K | 0.12% | +57+9.0% | Added |
| Connecticut Wealth Management, LLC | 690 | $401.9K | 0.02% | −15−2.1% | Reduced |
| GeoWealth Management, LLC | 689 | $401.6K | 0.01% | −99−12.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 689 | $401.6K | 0.08% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 688 | $400.5K | 0.03% | +688 | New |
| MAI Capital Management | 685 | $399.2K | 0.00% | −169−19.8% | Reduced |
| New Century Financial Group, LLC | 682 | $397.6K | 0.15% | −198−22.5% | Reduced |
| Prelude Capital Management, LLC | 681 | $397.0K | 0.03% | −446−39.6% | Reduced |