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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
Harbor Investment Advisory, LLC20$12.0K0.00%00.0%Unchanged
Private Wealth Management Group, LLC20$12.0K0.00%00.0%Unchanged
Caitlin John, LLC20$12.1K0.01%00.0%Unchanged
Battery Global Advisors, LLC21$12.7K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd21$13.0K0.00%00.0%Unchanged
Meeder Asset Management Inc22$13.2K0.00%−1−4.3%Reduced
Lee Danner & Bass Inc22$13.2K0.00%+22New
Golden State Wealth Management, LLC22$13.2K0.00%+22New
CoreCap Advisors, LLC24$14.4K0.00%−13−35.1%Reduced
Eagle Bay Advisors LLC24$14.4K0.01%−7−22.6%Reduced
Asset Dedication, LLC24$14.4K0.00%00.0%Unchanged
LGT Financial Advisors LLC25$15.0K0.03%00.0%Unchanged
Midwest Capital Advisors, LLC26$15.6K0.01%+26New
Princeton Global Asset Management LLC26$15.6K0.00%00.0%Unchanged
Sierra Ocean, LLC26$15.7K0.01%+26New
GPS Wealth Strategies Group, LLC31$18.4K0.00%00.0%Unchanged
Raleigh Capital Management Inc.31$18.6K0.01%−6−16.2%Reduced
Rialto Wealth Management, LLC32$19.2K0.01%+32New
AdvisorNet Financial, Inc33$19.8K0.00%−14−29.8%Reduced
Anchor Investment Management, LLC35$21.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.35$21.0K0.00%00.0%Unchanged
Versant Capital Management, Inc36$21.6K0.00%+4+12.5%Added
GW&K Investment Management, LLC36$22.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc37$22.2K0.00%00.0%Unchanged
UMA Financial Services, Inc.37$22.2K0.00%+37New
Bank Julius Baer & Co. Ltd, Zurich35$22.9K0.00%+3+9.4%Added
Washington Trust Co41$24.6K0.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.44$26.0K0.00%+12+37.5%Added
Menard Financial Group LLC44$26.4K0.02%+44New
Aventura Private Wealth, LLC44$26.4K0.01%+44New
Carolinas Wealth Consulting LLC45$27.0K0.01%00.0%Unchanged
Larson Financial Group LLC45$27.0K0.00%−62−57.9%Reduced
Oarsman Capital, Inc.48$28.8K0.01%+3+6.7%Added
Rise Advisors, LLC48$29.0K0.01%+1+2.1%Added
Trust Co of Vermont49$29.4K0.00%+15+44.1%Added
Hemington Wealth Management58$34.0K0.01%+10+20.8%Added
Healthcare of Ontario Pension Plan Trust Fund57$34.2K0.00%−2,993−98.1%Reduced
Farmers & Merchants Investments Inc61$36.6K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC61$36.6K0.00%00.0%Unchanged
Johnson Financial Group, Inc.63$37.6K0.00%+47+293.8%Added
Compagnie Lombard Odier SCmA69$41.4K0.00%+69New
Colonial Trust Co69$41.6K0.01%+38+122.6%Added
True Wealth Design, LLC78$46.8K0.02%+13+20.0%Added
Plante Moran Financial Advisors, LLC80$48.0K0.00%00.0%Unchanged
Arlington Trust Co LLC80$48.0K0.01%00.0%Unchanged
Ridgewood Investments LLC82$49.2K0.02%00.0%Unchanged
Rothschild Investment LLC83$49.8K0.00%+3+3.8%Added
Pension & Wealth Management Advisors, Inc.83$49.8K0.02%+3+3.8%Added
First United Bank Trust85$51.0K0.02%00.0%Unchanged
Riverview Trust Co86$51.6K0.05%00.0%Unchanged
Central Pacific Bank - Trust Division92$55.2K0.01%−29−24.0%Reduced
Financial Network Wealth Advisors LLC93$55.8K0.10%−64−40.8%Reduced
Geo Capital Gestora de Recursos Ltd97$58.0K0.07%−9−8.5%Reduced
LRI Investments, LLC99$59.6K0.01%+55+125.0%Added
Picton Mahoney Asset Management100$60.0K0.00%+100New
Tobam106$64.0K0.02%−45−29.8%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA110$66.0K0.02%+50+83.3%Added
Quent Capital, LLC111$66.8K0.01%−4−3.5%Reduced
Private Trust Co NA113$67.8K0.01%+36+46.8%Added
ORG Partners LLC114$68.4K0.01%00.0%Unchanged
Sentry Investment Management LLC115$69.0K0.03%−229−66.6%Reduced
SRS Capital Advisors, Inc.117$70.2K0.00%+21+21.9%Added
Global Retirement Partners, LLC117$70.2K0.00%−18−13.3%Reduced
VisionPoint Advisory Group, LLC121$72.3K0.02%+121New
Sunbelt Securities, Inc.123$73.8K0.01%−43−25.9%Reduced
Whipplewood Advisors, LLC125$75.0K0.04%+125New
Pin Oak Investment Advisors Inc130$76.0K0.07%00.0%Unchanged
Cary Street Partners Financial LLC129$77.4K0.00%+129New
Global Financial Private Client, LLC130$78.0K0.03%+1+0.8%Added
WPG Advisers, LLC131$78.6K0.07%+131New
Geneos Wealth Management Inc.137$82.2K0.00%−5−3.5%Reduced
Hexagon Capital Partners LLC145$87.0K0.02%+145New
Center for Financial Planning, Inc.145$87.0K0.01%+145New
Acima Private Wealth, LLC153$91.8K0.03%00.0%Unchanged
YANKCOM Partnership162$97.2K0.05%+162New
Stonehage Fleming Financial Services Holdings Ltd165$99.0K0.00%00.0%Unchanged
Hollencrest Capital Management167$100.2K0.00%+167New
Park Place Capital Corp170$102.0K0.03%00.0%Unchanged
Parkside Financial Bank & Trust174$104.4K0.01%+3+1.8%Added
Dunhill Financial, LLC180$107.9K0.05%+5+2.9%Added
Fedenia Advisers LLC186$111.6K0.07%+186New
Goldstream Capital Management Ltd195$117.0K0.05%00.0%Unchanged
Covestor Ltd208$125.0K0.08%−36−14.8%Reduced
Massmutual Trust Co FSB219$131.4K0.00%−6−2.7%Reduced
Ronald Blue Trust, Inc.219$131.4K0.00%−628−74.1%Reduced
Umb Bank N A220$132.0K0.00%+49+28.7%Added
Annis Gardner Whiting Capital Advisors, LLC221$132.6K0.04%00.0%Unchanged
Walleye Capital LLC222$133.2K0.00%−6,011−96.4%Reduced
Cromwell Holdings LLC224$134.4K0.08%00.0%Unchanged
Clean Yield Group245$147.0K0.05%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.245$147.1K0.00%−300−55.0%Reduced
Godsey & Gibb Associates250$150.0K0.01%00.0%Unchanged
Lindbrook Capital, LLC250$150.0K0.01%+7+2.9%Added
CVA Family Office, LLC252$151.2K0.02%+13+5.4%Added
Harbour Investments, Inc.257$154.2K0.00%−15−5.5%Reduced
Allworth Financial LP256$157.0K0.00%+21+8.9%Added
Optiver Holding B.V.267$160.2K0.01%+141+111.9%Added
Capital A Wealth Management, LLC267$160.2K0.27%+267New
Murphy & Mullick Capital Management Corp293$175.8K0.16%+293New
Banque de Luxembourg S.A.300$180.7K0.10%+300New