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 |
|---|---|---|---|---|---|
| Apeiron RIA LLC | 676 | $394.0K | 0.11% | +27+4.2% | Added |
| PEAK6 Investments LLC | 674 | $393.1K | 0.02% | +672+33,600.0% | Added |
| Axxcess Wealth Management, LLC | 669 | $390.0K | 0.01% | +32+5.0% | Added |
| Kestra Investment Management, LLC | 667 | $388.8K | 0.02% | +667 | New |
| Meridian Wealth Management, LLC | 667 | $388.8K | 0.02% | +3+0.5% | Added |
| Intech Investment Management LLC | 644 | $375.4K | 0.00% | −1,319−67.2% | Reduced |
| OneAscent Financial Services LLC | 643 | $375.0K | 0.27% | −123−16.1% | Reduced |
| Westpac Banking Corp | 643 | $374.8K | 0.03% | +86+15.4% | Added |
| JSF Financial, LLC | 633 | $369.0K | 0.11% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 630 | $367.2K | 0.03% | −5,344−89.5% | Reduced |
| Net Worth Advisory Group | 629 | $366.4K | 0.11% | +629 | New |
| Crestmont Private Wealth LLC | 624 | $363.7K | 0.16% | +44+7.6% | Added |
| Ritholtz Wealth Management | 623 | $363.2K | 0.01% | −472−43.1% | Reduced |
| Insigneo Advisory Services, LLC | 617 | $359.7K | 0.04% | +617 | New |
| Proequities, Inc. | 616 | $359.1K | 0.02% | −239−28.0% | Reduced |
| Sigma Planning Corp | 614 | $357.8K | 0.01% | +6+1.0% | Added |
| World Equity Group, Inc. | 613 | $357.3K | 0.13% | +13+2.2% | Added |
| Equitable Trust Co | 608 | $354.4K | 0.02% | +121+24.8% | Added |
| WBI Investments | 602 | $350.9K | 0.08% | +602 | New |
| WJ Wealth Management, LLC | 600 | $349.8K | 0.12% | 00.0% | Unchanged |
| Whittier Trust Co | 592 | $345.1K | 0.00% | +11+1.9% | Added |
| First Trust Advisors LP | 590 | $343.9K | 0.00% | +590 | New |
| Blue Barn Wealth, LLC | 583 | $339.8K | 0.17% | +583 | New |
| Venturi Wealth Management, LLC | 581 | $338.7K | 0.02% | −848−59.3% | Reduced |
| Kathmere Capital Management, LLC | 577 | $336.4K | 0.03% | +50+9.5% | Added |
| Valeo Financial Advisors, LLC | 576 | $336.0K | 0.01% | +8+1.4% | Added |
| Fenimore Asset Management Inc | 572 | $333.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 566 | $329.9K | 0.01% | +26+4.8% | Added |
| Prime Capital Investment Advisors, LLC | 564 | $328.8K | 0.00% | +130+30.0% | Added |
| Capital Advisors, Ltd. LLC | 557 | $325.0K | 0.04% | +15+2.8% | Added |
| Perigon Wealth Management, LLC | 555 | $323.5K | 0.01% | −23−4.0% | Reduced |
| ClearAlpha Technologies LP | 551 | $321.2K | 0.14% | −66−10.7% | Reduced |
| Landscape Capital Management, L.L.C. | 549 | $320.0K | 0.03% | +549 | New |
| Lake Street Advisors Group, LLC | 547 | $318.9K | 0.01% | +94+20.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 545 | $317.6K | 0.01% | +300+122.4% | Added |
| Fullcircle Wealth LLC | 530 | $315.5K | 0.14% | +530 | New |
| Chilton Investment Co LLC | 530 | $309.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 527 | $307.2K | 0.09% | +90+20.6% | Added |
| Gryphon Financial Partners LLC | 524 | $305.6K | 0.04% | +74+16.4% | Added |
| Clarius Group, LLC | 522 | $303.7K | 0.02% | −21−3.9% | Reduced |
| Forum Financial Management, LP | 521 | $303.7K | 0.01% | +6+1.2% | Added |
| Integrated Advisors Network LLC | 516 | $300.8K | 0.01% | +516 | New |
| Fukoku Mutual Life Insurance Co | 515 | $300.2K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 512 | $298.7K | 0.02% | +512 | New |
| Skopos Labs, Inc. | 511 | $297.9K | 0.10% | +46+9.9% | Added |
| V-Square Quantitative Management LLC | 510 | $297.3K | 0.04% | +73+16.7% | Added |
| Ramirez Asset Management, Inc. | 509 | $296.7K | 0.06% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 503 | $293.2K | 0.00% | −79−13.6% | Reduced |
| Ibex Investors LLC | 500 | $291.5K | 0.33% | 00.0% | Unchanged |
| Independent Advisor Alliance | 489 | $285.1K | 0.01% | −101−17.1% | Reduced |
| FJ Capital Management LLC | 485 | $282.7K | 0.03% | +485 | New |
| Howard Bailey Securities, LLC | 479 | $279.3K | 0.11% | +479 | New |
| Simplicity Wealth,LLC | 477 | $278.1K | 0.03% | −1,677−77.9% | Reduced |
| Clearstead Advisors, LLC | 476 | $277.5K | 0.00% | +142+42.5% | Added |
| Angeles Wealth Management, LLC | 475 | $276.9K | 0.02% | +31+7.0% | Added |
| Security Financial Services, INC. | 473 | $275.7K | 0.06% | +473 | New |
| Conning Inc. | 472 | $275.1K | 0.01% | −7−1.5% | Reduced |
| Hamilton Capital Partners Inc. | 470 | $274.0K | 0.02% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 469 | $273.4K | 0.00% | +469 | New |
| Virtue Capital Management, LLC | 463 | $269.9K | 0.05% | −104−18.3% | Reduced |
| Smartleaf Asset Management LLC | 466 | $268.5K | 0.03% | +233+100.0% | Added |
| Concurrent Investment Advisors, LLC | 452 | $263.8K | 0.01% | +29+6.9% | Added |
| Capstone Investment Advisors, LLC | 452 | $263.5K | 0.01% | −1,149−71.8% | Reduced |
| Williamson Legacy Group, LLC | 451 | $262.9K | 0.18% | +451 | New |
| Dorsey & Whitney Trust CO LLC | 449 | $261.7K | 0.01% | +24+5.6% | Added |
| OneAscent Wealth Management LLC | 445 | $259.0K | 0.10% | +10+2.3% | Added |
| ASB Consultores, LLC | 442 | $257.7K | 0.10% | +442 | New |
| Crestwood Advisors Group LLC | 442 | $257.6K | 0.00% | +442 | New |
| Evergreen Capital Management LLC | 437 | $254.7K | 0.01% | +437 | New |
| Camden Capital, LLC | 435 | $253.7K | 0.03% | −131−23.1% | Reduced |
| Chicago Partners Investment Group LLC | 425 | $253.5K | 0.01% | +425 | New |
| D.B. Root & Company, LLC | 427 | $248.9K | 0.08% | −377−46.9% | Reduced |
| Flagship Harbor Advisors, LLC | 417 | $243.3K | 0.01% | −26−5.9% | Reduced |
| PDS Planning, Inc | 417 | $243.1K | 0.02% | +417 | New |
| Smithfield Trust Co | 417 | $243.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 415 | $241.9K | 0.02% | +136+48.7% | Added |
| Kestra Private Wealth Services, LLC | 414 | $241.3K | 0.00% | +414 | New |
| WealthBridge Capital Management, LLC | 414 | $241.3K | 0.07% | +414 | New |
| Journey Strategic Wealth LLC | 413 | $240.8K | 0.01% | +413 | New |
| We Are One Seven, LLC | 413 | $240.8K | 0.01% | +413 | New |
| Mayflower Financial Advisors, LLC | 411 | $239.6K | 0.04% | +411 | New |
| Claret Asset Management Corp | 405 | $236.0K | 0.04% | +405 | New |
| CWA Asset Management Group, LLC | 401 | $233.8K | 0.01% | +401 | New |
| Lantz Financial LLC | 401 | $233.8K | 0.06% | +401 | New |
| Washington Capital Management Inc | 400 | $233.2K | 0.18% | +400 | New |
| Blue Edge Capital, LLC | 400 | $233.2K | 0.04% | +400 | New |
| Baader Bank INC | 448 | $232.6K | 0.02% | +448 | New |
| Bridges Investment Management Inc | 398 | $232.0K | 0.00% | +398 | New |
| Keel Point, LLC | 396 | $230.9K | 0.02% | +17+4.5% | Added |
| Fishman Jay A Ltd | 395 | $230.3K | 0.02% | −25−6.0% | Reduced |
| CX Institutional | 385 | $224.4K | 0.01% | +385 | New |
| Prescott Group Capital Management, L.L.C. | 384 | $223.8K | 0.03% | +384 | New |
| Washington Trust Advisors, Inc. | 383 | $223.3K | 0.02% | +83+27.7% | Added |
| Huntington National Bank | 382 | $222.7K | 0.00% | +43+12.7% | Added |
| Aaron Wealth Advisors | 382 | $222.7K | 0.03% | +382 | New |
| Summa Corp. | 382 | $222.7K | 0.11% | +382 | New |
| Montag A & Associates Inc | 380 | $221.5K | 0.01% | +30+8.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 380 | $221.5K | 0.03% | +380 | New |
| Magellan Asset Management Ltd | 379 | $220.9K | 0.00% | −42−10.0% | Reduced |
| M3 Advisory Group, LLC | 378 | $220.3K | 0.16% | +378 | New |