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, Q4 2024
Institutional positions in MSCI Inc. as of Dec 31, 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
- 1,071
- +88 vs. Q3 2024
- Shares held
- 71.4M
- +1.97M (+2.8%) vs. Q3 2024
- Total value
- $42.6B
- +$2.15B (+5.3%) vs. Q3 2024
- New holders
- 166
- 406 more added
- Sold out
- 78
- 356 more reduced
18 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,858,019 | $5.31B | 0.09% | +20,875+0.2% | Added |
| BlackRock, Inc. | 5,942,879 | $3.57B | 0.07% | −359,105−5.7% | Reduced |
| State Street Corp | 3,219,016 | $1.93B | 0.08% | +26,652+0.8% | Added |
| Bamco Inc | 2,131,931 | $1.28B | 3.31% | −25,500−1.2% | Reduced |
| Edgewood Management LLC | 2,032,434 | $1.22B | 3.50% | −163,205−7.4% | Reduced |
| Polen Capital Management LLC | 2,032,238 | $1.22B | 3.29% | −196,055−8.8% | Reduced |
| Geode Capital Management, LLC | 1,897,456 | $1.14B | 0.09% | +35,094+1.9% | Added |
| Morgan Stanley | 1,868,642 | $1.12B | 0.08% | +21,735+1.2% | Added |
| Principal Financial Group Inc | 1,613,005 | $967.8M | 0.53% | +119,471+8.0% | Added |
| Massachusetts Financial Services Co | 1,232,356 | $739.4M | 0.23% | −355,367−22.4% | Reduced |
| Fiera Capital Corp | 1,148,615 | $689.2M | 2.17% | +49,679+4.5% | Added |
| Norges Bank | 1,016,544 | $609.9M | 0.08% | +6,259+0.6% | Added |
| American Century Companies Inc | 988,932 | $593.4M | 0.34% | −75,295−7.1% | Reduced |
| Sustainable Growth Advisers, LP | 943,676 | $566.2M | 2.84% | −204,493−17.8% | Reduced |
| Nordea Investment Management AB | 868,294 | $524.4M | 0.55% | −164,330−15.9% | Reduced |
| FMR LLC | 853,452 | $512.1M | 0.03% | +25,325+3.1% | Added |
| Brown Advisory Inc | 828,709 | $497.2M | 0.63% | −73,511−8.1% | Reduced |
| Northern Trust Corp | 784,490 | $470.7M | 0.07% | +48,524+6.6% | Added |
| Evergreen Quality Fund GP, Ltd. | 589,500 | $353.7M | 11.35% | +589,500 | New |
| Bessemer Group Inc | 587,557 | $352.5M | 0.58% | +583,986+16,353.6% | Added |
| StonePine Asset Management Inc. | 569,374 | $341.6M | 3.20% | +84,354+17.4% | Added |
| JPMorgan Chase & Co | 567,834 | $340.7M | 0.03% | +31,623+5.9% | Added |
| Franklin Resources Inc | 555,493 | $333.3M | 0.09% | −65,199−10.5% | Reduced |
| Legal & General Group Plc | 531,159 | $318.7M | 0.08% | +14,715+2.8% | Added |
| Capital International Investors | 525,078 | $315.1M | 0.06% | −722,114−57.9% | Reduced |
| Bank of New York Mellon Corp | 517,769 | $310.7M | 0.06% | +10,436+2.1% | Added |
| Arrowstreet Capital, Limited Partnership | 507,413 | $304.5M | 0.24% | +319,083+169.4% | Added |
| Charles Schwab Investment Management Inc | 497,926 | $298.8M | 0.06% | +13,915+2.9% | Added |
| Invesco Ltd. | 479,323 | $287.6M | 0.05% | +23,029+5.0% | Added |
| UBS Asset Management Americas Inc | 477,034 | $286.2M | 0.07% | +76,726+19.2% | Added |
| Deutsche Bank AG | 475,316 | $285.2M | 0.11% | −43,990−8.5% | Reduced |
| Amundi | 468,242 | $282.0M | 0.10% | +34,094+7.9% | Added |
| Bank of America Corp | 456,802 | $274.1M | 0.03% | −170,862−27.2% | Reduced |
| Barclays PLC | 429,112 | $257.5M | 0.13% | −37,298−8.0% | Reduced |
| Two Sigma Advisers, LP | 425,500 | $255.3M | 0.59% | −57,800−12.0% | Reduced |
| Mackenzie Financial Corp | 419,429 | $251.7M | 0.34% | +408,894+3,881.3% | Added |
| Neuberger Berman Group LLC | 401,575 | $240.9M | 0.19% | −322−0.1% | Reduced |
| Macquarie Group Ltd | 386,937 | $230.4M | 0.28% | +72,211+22.9% | Added |
| UBS Group AG | 381,359 | $228.8M | 0.05% | +192,118+101.5% | Added |
| Goldman Sachs Group Inc | 376,624 | $226.0M | 0.04% | −110,918−22.8% | Reduced |
| Royal Bank of Canada | 349,570 | $209.7M | 0.05% | +10,154+3.0% | Added |
| Russell Investments Group, Ltd. | 339,526 | $203.7M | 0.28% | +92,213+37.3% | Added |
| Storebrand Asset Management AS | 327,598 | $196.6M | 0.60% | +18,874+6.1% | Added |
| Raymond James Financial Inc | 308,334 | $185.0M | 0.07% | +308,334 | New |
| Flossbach Von Storch AG | 293,972 | $176.4M | 0.70% | −33,100−10.1% | Reduced |
| Price T Rowe Associates Inc | 286,186 | $171.7M | 0.02% | −162,747−36.3% | Reduced |
| Los Angeles Capital Management LLC | 283,402 | $170.0M | 0.69% | +83,692+41.9% | Added |
| California Public Employees Retirement System | 281,829 | $169.1M | 0.11% | −7,509−2.6% | Reduced |
| Panagora Asset Management Inc | 278,041 | $166.8M | 0.77% | +43,571+18.6% | Added |
| Temasek Holdings (Private) Ltd | 277,432 | $166.5M | 0.66% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 276,297 | $165.8M | 0.13% | +13,360+5.1% | Added |
| Envestnet Asset Management Inc | 272,749 | $163.7M | 0.05% | −6,164−2.2% | Reduced |
| Dimensional Fund Advisors LP | 267,049 | $160.2M | 0.04% | +5,602+2.1% | Added |
| Millennium Management LLC | 266,351 | $159.8M | 0.14% | −248,419−48.3% | Reduced |
| Two Sigma Investments, LP | 257,051 | $154.2M | 0.35% | −26,862−9.5% | Reduced |
| Wellington Management Group LLP | 250,059 | $150.0M | 0.03% | −15,989−6.0% | Reduced |
| Alliancebernstein L.P. | 249,035 | $149.4M | 0.05% | +39,978+19.1% | Added |
| Public Employees Retirement Association of Colorado | 248,051 | $148.8M | 0.59% | −4,322−1.7% | Reduced |
| Qube Research & Technologies Ltd | 237,718 | $142.6M | 0.23% | −26,531−10.0% | Reduced |
| AustralianSuper Pty Ltd | 236,884 | $142.1M | 0.67% | −53,221−18.3% | Reduced |
| Ameriprise Financial Inc | 230,408 | $138.2M | 0.04% | −2,417−1.0% | Reduced |
| HSBC Holdings PLC | 226,663 | $136.0M | 0.08% | +40,246+21.6% | Added |
| Schroder Investment Management Group | 226,303 | $135.8M | 0.13% | +34,314+17.9% | Added |
| Wells Fargo & Company | 223,940 | $134.4M | 0.03% | +5,914+2.7% | Added |
| Prudential Financial Inc | 213,423 | $128.1M | 0.18% | +93,337+77.7% | Added |
| Ownership Capital B.V. | 209,195 | $125.5M | 4.62% | −14,961−6.7% | Reduced |
| Ako Capital LLP | 208,903 | $125.3M | 1.73% | +2,807+1.4% | Added |
| EULAV Asset Management | 203,958 | $122.4M | 2.95% | +15,501+8.2% | Added |
| Findlay Park Partners LLP | 203,600 | $122.2M | 1.21% | +2,300+1.1% | Added |
| Voya Investment Management LLC | 201,923 | $121.1M | 0.13% | +158,295+362.8% | Added |
| National Bank of Canada | 196,148 | $117.7M | 0.15% | +128,001+187.8% | Added |
| Nuveen Asset Management, LLC | 189,099 | $113.5M | 0.03% | −48,758−20.5% | Reduced |
| Bristol Gate Capital Partners Inc. | 187,211 | $112.3M | 5.47% | −1,519−0.8% | Reduced |
| Canoe Financial LP | 186,131 | $111.7M | 1.82% | +162,877+700.4% | Added |
| Man Group plc | 181,033 | $108.6M | 0.33% | +69,915+62.9% | Added |
| Intermede Investment Partners Ltd | 180,775 | $108.5M | 2.89% | −49,858−21.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 180,156 | $108.1M | 0.25% | +4,381+2.5% | Added |
| SEI Investments Co | 179,045 | $107.4M | 0.14% | +5,399+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 176,462 | $105.9M | 0.07% | +257+0.1% | Added |
| Assenagon Asset Management S.A. | 174,982 | $105.0M | 0.19% | +41,346+30.9% | Added |
| Raiffeisen Bank International AG | 172,474 | $103.4M | 1.57% | +172,474 | New |
| BNP Paribas Arbitrage, SA | 170,798 | $102.5M | 0.08% | +19,284+12.7% | Added |
| Swedbank AB | 169,532 | $101.7M | 0.13% | +15,425+10.0% | Added |
| Baird Financial Group, Inc. | 167,166 | $100.3M | 0.19% | −10,552−5.9% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 166,619 | $100.0M | 0.43% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 166,148 | $99.7M | 0.30% | −12,566−7.0% | Reduced |
| National Pension Service | 163,255 | $98.0M | 0.09% | −10,623−6.1% | Reduced |
| Bowie Capital Management, LLC | 162,966 | $97.8M | 5.18% | −5,391−3.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 153,690 | $92.2M | 0.28% | −6,555−4.1% | Reduced |
| Westfield Capital Management Co LP | 148,940 | $89.4M | 0.39% | −5,003−3.2% | Reduced |
| Rhumbline Advisers | 148,323 | $89.0M | 0.08% | −3,916−2.6% | Reduced |
| AQR Capital Management LLC | 144,977 | $87.0M | 0.11% | +50,997+54.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 142,850 | $85.7M | 0.76% | 00.0% | Unchanged |
| Fisher Funds Management LTD | 137,941 | $82.7M | 2.00% | +137,941 | New |
| Champlain Investment Partners, LLC | 134,850 | $80.9M | 0.51% | +38,610+40.1% | Added |
| Bank of Montreal | 126,586 | $76.0M | 0.04% | −5,636−4.3% | Reduced |
| California State Teachers Retirement System | 122,084 | $73.3M | 0.09% | −5,941−4.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121,729 | $73.2M | 0.07% | +8,632+7.6% | Added |
| Manning & Napier Advisors LLC | 121,804 | $73.1M | 0.83% | −8,480−6.5% | Reduced |
| Federated Hermes, Inc. | 119,588 | $71.8M | 0.16% | +30,722+34.6% | Added |