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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, 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.

Institutional holdersQ4 2024: 1,071 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 heldQ4 2024: $42.6B
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, Q4 2024

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2024.

Institutions holding MSCI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd98$1610.00%+54+122.7%Added
American National Bank1$6000.00%−98−99.0%Reduced
Riggs Asset Managment Co. Inc.1$6000.00%00.0%Unchanged
Chesapeake Asset Management LLC1$6000.00%00.0%Unchanged
Activest Wealth Management1$6000.00%+1New
Sugar Maple Asset Management, LLC1$6000.00%+1New
Parkworth Wealth Management, Inc.1$6000.00%+1New
MPWM Advisory Solutions, LLC1$6000.00%+1New
TD Capital Management LLC1$6020.00%+1New
Painted Porch Advisors LLC1$6120.00%00.0%Unchanged
Bullock Wealth Management Group1$6150.00%−10−90.9%Reduced
Winnow Wealth LLC2$8550.00%+2New
Richardson Financial Services Inc.2$1.20K0.00%−2−50.0%Reduced
Sanctuary Wealth Management, L.L.C.2$1.20K0.00%00.0%Unchanged
Core Alternative Capital2$1.20K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.2$1.20K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC2$1.20K0.00%00.0%Unchanged
WestEnd Advisors, LLC2$1.20K0.00%+1+100.0%Added
Sittner & Nelson, LLC2$1.20K0.00%+2New
Transce3nd, LLC2$1.20K0.00%+2New
Principia Wealth Advisory, LLC2$1.20K0.00%+2New
TFC Financial Management2$1.20K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.2$1.20K0.00%+2New
Aspect Partners, LLC3$1.80K0.00%−1−25.0%Reduced
Richard W. Paul & Associates, LLC3$1.80K0.00%00.0%Unchanged
Hilltop National Bank3$1.80K0.00%00.0%Unchanged
High Note Wealth, LLC3$1.80K0.00%+3New
Caitong International Asset Management Co., Ltd3$1.80K0.00%+3New
MCF Advisors LLC3$1.80K0.00%00.0%Unchanged
Continuum Advisory, LLC4$2.40K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc4$2.40K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC4$2.40K0.00%+4New
Clark Wealth Partners4$2.40K0.00%+4New
Prestige Wealth Management Group LLC4$2.40K0.00%−8−66.7%Reduced
Moisand Fitzgerald Tamayo, LLC4$2.40K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC4$2.40K0.00%+4New
WealthTrak Capital Management LLC4$2.40K0.00%+4New
Highline Wealth Partners LLC4$2.41K0.00%00.0%Unchanged
Anfield Capital Management, LLC5$3.00K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.5$3.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC5$3.00K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC5$3.00K0.00%+5New
NewSquare Capital LLC5$3.00K0.00%+5New
Bogart Wealth, LLC5$3.00K0.00%+5New
BankPlus Trust Department5$3.00K0.00%+5New
Crews Bank & Trust5$3.00K0.00%+5New
Central Trust Co5$3.00K0.00%+2+66.7%Added
Cornerstone Planning Group LLC5$3.12K0.00%+1+25.0%Added
Criterion Capital Advisors, LLC7$3.37K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.6$3.60K0.00%00.0%Unchanged
St Germain D J Co Inc6$3.60K0.00%00.0%Unchanged
JNBA Financial Advisors6$3.60K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC6$3.60K0.00%00.0%Unchanged
Sachetta, LLC6$3.60K0.00%00.0%Unchanged
Beacon Capital Management, LLC6$3.61K0.00%−47−88.7%Reduced
Coston, McIsaac & Partners7$4.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$4.20K0.00%00.0%Unchanged
Red Tortoise LLC7$4.20K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC7$4.20K0.00%00.0%Unchanged
Creative Financial Designs Inc7$4.20K0.00%+7New
Altshuler Shaham Ltd7$4.20K0.00%+7New
Wolff Wiese Magana LLC7$4.20K0.00%−9−56.3%Reduced
Pacific Center for Financial Services7$4.20K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$4.20K0.00%00.0%Unchanged
Sandy Spring Bank7$4.20K0.00%+7New
Carolina Wealth Advisors, LLC8$4.80K0.00%00.0%Unchanged
Rakuten Securities, Inc.9$5.40K0.00%−8−47.1%Reduced
Eastern Bank9$5.40K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC9$5.40K0.00%00.0%Unchanged
Sound Income Strategies, LLC9$5.40K0.00%+7+350.0%Added
Centricity Wealth Management, LLC9$5.40K0.01%+9New
Albion Financial Group9$5.40K0.00%00.0%Unchanged
First Pacific Financial9$5.40K0.00%00.0%Unchanged
Abound Wealth Management9$5.40K0.00%00.0%Unchanged
Ancora Advisors, LLC10$6.00K0.00%−279−96.5%Reduced
Independence Bank of Kentucky10$6.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC10$6.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.10$6.00K0.00%+3+42.9%Added
Delta Asset Management LLC11$6.60K0.00%00.0%Unchanged
Eukles Asset Management11$6.60K0.00%00.0%Unchanged
Concord Wealth Partners11$6.60K0.00%00.0%Unchanged
WR Wealth Planners, LLC11$6.60K0.00%+1+10.0%Added
Kings Path Partners LLC12$7.20K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC13$7.79K0.00%+8+160.0%Added
Avion Wealth14$8.00K0.00%+1+7.7%Added
Synergy Financial Management, LLC14$8.16K0.00%+14New
Truvestments Capital LLC14$8.40K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$8.40K0.00%00.0%Unchanged
Heritage Wealth Advisors14$8.40K0.00%+2+16.7%Added
Flagship Wealth Advisors, LLC14$8.40K0.00%+14New
Mowery & Schoenfeld Wealth Management, LLC14$8.40K0.02%+14New
Quest 10 Wealth Builders, Inc.14$8.52K0.01%+14New
Stuart Chaussee & Associates, Inc.15$9.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc15$9.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC16$9.60K0.00%00.0%Unchanged
TCTC Holdings, LLC16$9.60K0.00%+16New
Davidson Capital Management Inc.16$9.60K0.00%00.0%Unchanged
Banque Transatlantique SA18$10.7K0.00%+18New
Manchester Capital Management LLC18$10.8K0.00%−1−5.3%Reduced
Key Financial Inc19$11.4K0.00%+4+26.7%Added