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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.

Institutional holdersQ3 2024: 1,001 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ3 2024: $40.7B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2024.

Institutions holding MSCI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avestar Capital, LLC376$219.2K0.02%+376New
Summit Financial, LLC376$218.9K0.01%+376New
Atlantic Union Bankshares Corp375$218.6K0.01%−131−25.9%Reduced
Wedbush Securities Inc369$215.0K0.01%+369New
Penserra Capital Management LLC367$213.0K0.00%+4+1.1%Added
EverSource Wealth Advisors, LLC363$211.8K0.01%−209−36.5%Reduced
Qsemble Capital Management, LP361$210.4K0.04%+361New
Threadgill Financial, LLC361$210.4K0.13%+361New
JCIC Asset Management Inc.360$209.9K0.09%+65+22.0%Added
Buckhead Capital Management LLC360$209.9K0.07%+360New
Oppenheimer & Co Inc355$206.9K0.00%+355New
Equitable Holdings, Inc.352$205.2K0.00%+352New
Savant Capital, LLC351$204.6K0.00%+351New
Kolinsky Wealth Management, LLC350$204.0K0.13%+350New
E Fund Management (Hong Kong) Co., Ltd.350$204.0K0.12%00.0%Unchanged
Keudell/Morrison Wealth Management349$203.4K0.06%+349New
Principal Street Partners, LLC422$203.3K0.03%00.0%Unchanged
Keebeck Alpha, LP347$202.3K0.13%+347New
Csenge Advisory Group334$202.3K0.01%+334New
Sentry Investment Management LLC344$201.0K0.08%00.0%Unchanged
Thoroughbred Financial Services, LLC346$201.0K0.01%+346New
TD Waterhouse Canada Inc.349$200.7K0.00%−401−53.5%Reduced
Zions Bancorporation, N.A.339$197.6K0.01%−6−1.7%Reduced
Catalyst Funds Management Pty Ltd300$174.9K0.04%+300New
Ancora Advisors, LLC289$168.5K0.00%+1+0.3%Added
Motco284$165.6K0.02%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC281$163.8K0.01%+281New
Harbour Investments, Inc.272$158.6K0.00%−44−13.9%Reduced
Godsey & Gibb Associates250$145.7K0.01%00.0%Unchanged
Covestor Ltd244$143.0K0.09%+29+13.5%Added
Clean Yield Group245$142.8K0.05%00.0%Unchanged
Lindbrook Capital, LLC243$141.7K0.01%+10+4.3%Added
CVA Family Office, LLC239$139.3K0.02%+6+2.6%Added
Allworth Financial LP235$137.0K0.00%−11−4.5%Reduced
Values First Advisors, Inc.227$132.6K0.07%+227New
Massmutual Trust Co FSB225$131.2K0.00%−20−8.2%Reduced
Cromwell Holdings LLC224$130.6K0.08%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC221$128.8K0.04%−6−2.6%Reduced
Alta Advisers Ltd200$116.6K0.05%00.0%Unchanged
Goldstream Capital Management Ltd195$113.7K0.05%+195New
Dunhill Financial, LLC175$102.1K0.05%+8+4.8%Added
Reuter James Wealth Management, LLC172$100.3K0.02%+172New
Parkside Financial Bank & Trust171$99.7K0.01%−4−2.3%Reduced
Umb Bank N A171$99.7K0.00%+59+52.7%Added
Park Place Capital Corp170$99.1K0.03%+13+8.3%Added
Sunbelt Securities, Inc.166$96.8K0.01%+16+10.7%Added
Stonehage Fleming Financial Services Holdings Ltd165$96.2K0.00%00.0%Unchanged
Capital Performance Advisors LLP161$93.9K0.03%+161New
Financial Network Wealth Advisors LLC157$91.5K0.08%+55+53.9%Added
Acima Private Wealth, LLC153$89.2K0.03%00.0%Unchanged
Tobam151$88.0K0.02%00.0%Unchanged
Geneos Wealth Management Inc.142$82.8K0.00%+132+1,320.0%Added
Global Retirement Partners, LLC135$78.7K0.00%+38+39.2%Added
Global Financial Private Client, LLC129$75.2K0.03%+12+10.3%Added
Pin Oak Investment Advisors Inc130$75.0K0.07%+44+51.2%Added
Optiver Holding B.V.126$73.4K0.00%+31+32.6%Added
Central Pacific Bank - Trust Division121$70.5K0.01%−2,101−94.6%Reduced
Quent Capital, LLC115$67.2K0.01%00.0%Unchanged
ORG Partners LLC114$66.5K0.01%−418−78.6%Reduced
Larson Financial Group LLC107$62.4K0.00%+26+32.1%Added
Geo Capital Gestora de Recursos Ltd106$62.0K0.07%−12−10.2%Reduced
American National Bank99$57.7K0.01%+99New
SRS Capital Advisors, Inc.96$56.0K0.00%+7+7.9%Added
Riverview Trust Co86$50.1K0.04%−47−35.3%Reduced
First United Bank Trust85$49.5K0.02%00.0%Unchanged
Ridgewood Investments LLC82$47.8K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC80$46.6K0.00%00.0%Unchanged
Arlington Trust Co LLC80$46.6K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.80$46.6K0.02%00.0%Unchanged
Rothschild Investment LLC80$46.6K0.00%+26+48.1%Added
International Assets Investment Management, LLC26,232$45.0K0.00%+26,097+19,331.1%Added
Private Trust Co NA77$44.9K0.00%+20+35.1%Added
Planning Capital Management Corp77$44.9K0.03%+20+35.1%Added
Ashton Thomas Securities, LLC68$39.6K0.01%+68New
True Wealth Design, LLC65$37.9K0.01%+65New
JFS Wealth Advisors, LLC61$35.6K0.00%−112−64.7%Reduced
Farmers & Merchants Investments Inc61$35.6K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA60$35.0K0.01%00.0%Unchanged
Beacon Capital Management, LLC53$30.9K0.00%+47+783.3%Added
NVWM, LLC48$28.0K0.01%+2+4.3%Added
Rise Advisors, LLC47$27.6K0.01%00.0%Unchanged
AdvisorNet Financial, Inc47$27.4K0.00%+3+6.8%Added
Hemington Wealth Management48$27.0K0.01%+48New
LRI Investments, LLC44$26.7K0.00%+24+120.0%Added
Carolinas Wealth Consulting LLC45$26.2K0.00%+6+15.4%Added
Oarsman Capital, Inc.45$26.2K0.00%+45New
DSM Capital Partners LLC42$24.5K0.00%00.0%Unchanged
Washington Trust Co41$23.9K0.00%00.0%Unchanged
Golden State Equity Partners40$23.3K0.00%+40New
Bank Julius Baer & Co. Ltd, Zurich32$22.2K0.00%−362−91.9%Reduced
Bell Investment Advisors, Inc37$21.6K0.00%−2−5.1%Reduced
Raleigh Capital Management Inc.37$21.6K0.01%+6+19.4%Added
CoreCap Advisors, LLC37$21.6K0.00%+7+23.3%Added
GW&K Investment Management, LLC36$21.0K0.00%+8+28.6%Added
Anchor Investment Management, LLC35$20.4K0.00%00.0%Unchanged
Financial Management Professionals, Inc.35$20.0K0.00%+3+9.4%Added
Trust Co of Vermont34$19.8K0.00%+9+36.0%Added
Copley Financial Group, Inc.33$19.4K0.02%+33New
Migdal Insurance & Financial Holdings Ltd.32$19.0K0.00%+19+146.2%Added
Versant Capital Management, Inc32$18.7K0.00%+22+220.0%Added