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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 317 | $190.0K | 0.00% | −1,548−83.0% | Reduced |
| TD Waterhouse Canada Inc. | 319 | $191.4K | 0.00% | −30−8.6% | Reduced |
| Essex Savings Bank | 338 | $202.8K | 0.05% | +338 | New |
| Kolinsky Wealth Management, LLC | 338 | $202.8K | 0.12% | −12−3.4% | Reduced |
| Atlantic Union Bankshares Corp | 339 | $203.4K | 0.01% | −36−9.6% | Reduced |
| Zions Bancorporation, N.A. | 339 | $203.4K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 339 | $203.4K | 0.00% | +339 | New |
| Invesco, LLC | 339 | $203.4K | 0.08% | +339 | New |
| GFG Capital, LLC | 340 | $204.0K | 0.06% | +340 | New |
| Quotient Wealth Partners, LLC | 341 | $204.6K | 0.01% | +341 | New |
| Argent Trust Co | 341 | $204.6K | 0.01% | +341 | New |
| Stratos Wealth Partners, LTD. | 341 | $205.1K | 0.00% | +341 | New |
| ICONIQ Capital, LLC | 343 | $205.8K | 0.00% | +343 | New |
| Thoroughbred Financial Services, LLC | 346 | $207.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 348 | $208.8K | 0.00% | −7−2.0% | Reduced |
| Keudell/Morrison Wealth Management | 349 | $209.4K | 0.05% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 350 | $210.0K | 0.17% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 350 | $210.0K | 0.04% | +350 | New |
| Catalytic Wealth RIA, LLC | 350 | $210.0K | 0.04% | +350 | New |
| Proficio Capital Partners LLC | 350 | $210.1K | 0.02% | +350 | New |
| Buckhead Capital Management LLC | 360 | $216.0K | 0.07% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 360 | $216.0K | 0.09% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 361 | $216.6K | 0.02% | +361 | New |
| National Asset Management, Inc. | 363 | $217.5K | 0.01% | +363 | New |
| Trust Point Inc. | 366 | $219.6K | 0.02% | +366 | New |
| Washington Trust Advisors, Inc. | 370 | $222.0K | 0.02% | −13−3.4% | Reduced |
| McHugh Group, LLC | 375 | $225.0K | 0.17% | +375 | New |
| Everhart Financial Group, Inc. | 377 | $226.2K | 0.05% | +377 | New |
| Aprio Wealth Management, LLC | 378 | $226.9K | 0.03% | +378 | New |
| M3 Advisory Group, LLC | 379 | $227.5K | 0.16% | +1+0.3% | Added |
| Summa Corp. | 382 | $229.2K | 0.11% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 383 | $229.9K | 0.01% | +383 | New |
| Prescott Group Capital Management, L.L.C. | 384 | $230.4K | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 386 | $231.6K | 0.00% | −12−3.0% | Reduced |
| Fishman Jay A Ltd | 395 | $237.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 395 | $237.0K | 0.01% | +10+2.6% | Added |
| Csenge Advisory Group | 397 | $238.4K | 0.01% | +63+18.9% | Added |
| Blue Edge Capital, LLC | 400 | $240.0K | 0.04% | 00.0% | Unchanged |
| Lantz Financial LLC | 403 | $241.8K | 0.06% | +2+0.5% | Added |
| Virtue Capital Management, LLC | 404 | $242.4K | 0.05% | −59−12.7% | Reduced |
| EverSource Wealth Advisors, LLC | 406 | $243.4K | 0.01% | +43+11.8% | Added |
| Fukoku Mutual Life Insurance Co | 408 | $244.8K | 0.02% | −107−20.8% | Reduced |
| Claret Asset Management Corp | 408 | $245.0K | 0.04% | +3+0.7% | Added |
| Journey Strategic Wealth LLC | 409 | $245.3K | 0.01% | −4−1.0% | Reduced |
| Mayflower Financial Advisors, LLC | 413 | $247.8K | 0.04% | +2+0.5% | Added |
| Avestar Capital, LLC | 413 | $247.8K | 0.02% | +37+9.8% | Added |
| Camden Capital, LLC | 414 | $248.1K | 0.03% | −21−4.8% | Reduced |
| WealthBridge Capital Management, LLC | 414 | $248.4K | 0.07% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 418 | $250.8K | 0.01% | +17+4.2% | Added |
| Smithfield Trust Co | 417 | $251.0K | 0.01% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 422 | $253.0K | 0.01% | +422 | New |
| Focus Financial Network, Inc. | 424 | $254.4K | 0.01% | +424 | New |
| Boston Private Wealth LLC | 426 | $255.5K | 0.00% | +426 | New |
| Kingswood Wealth Advisors, LLC | 426 | $255.6K | 0.02% | −1,440−77.2% | Reduced |
| D.B. Root & Company, LLC | 428 | $256.8K | 0.08% | +1+0.2% | Added |
| Evergreen Capital Management LLC | 437 | $262.2K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 438 | $262.8K | 0.01% | +438 | New |
| Flagship Harbor Advisors, LLC | 441 | $264.8K | 0.01% | +24+5.8% | Added |
| Quarry LP | 446 | $267.6K | 0.05% | −81−15.4% | Reduced |
| Keel Point, LLC | 446 | $267.6K | 0.02% | +50+12.6% | Added |
| Capital Advisors Inc | 449 | $269.3K | 0.01% | +449 | New |
| Howard Bailey Securities, LLC | 449 | $269.4K | 0.10% | −30−6.3% | Reduced |
| Whittier Trust Co | 451 | $270.6K | 0.00% | −141−23.8% | Reduced |
| PDS Planning, Inc | 451 | $270.6K | 0.02% | +34+8.2% | Added |
| J2 Capital Management Inc | 456 | $273.6K | 0.26% | +456 | New |
| V-Square Quantitative Management LLC | 458 | $274.8K | 0.04% | −52−10.2% | Reduced |
| Conning Inc. | 459 | $275.4K | 0.01% | −13−2.8% | Reduced |
| Aaron Wealth Advisors | 461 | $276.6K | 0.03% | +79+20.7% | Added |
| Empirical Asset Management, LLC | 464 | $278.4K | 0.09% | +464 | New |
| Clearstead Advisors, LLC | 465 | $279.0K | 0.00% | −11−2.3% | Reduced |
| Chancellor Financial Group WB LP | 467 | $280.2K | 0.23% | +467 | New |
| Hamilton Capital Partners Inc. | 470 | $282.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 470 | $282.0K | 0.06% | +48+11.4% | Added |
| ASB Consultores, LLC | 477 | $286.2K | 0.12% | +35+7.9% | Added |
| Concurrent Investment Advisors, LLC | 484 | $290.2K | 0.01% | +32+7.1% | Added |
| Aster Capital Management (DIFC) Ltd | 484 | $290.4K | 0.11% | −481−49.8% | Reduced |
| Howard Capital Management Inc. | 484 | $290.4K | 0.00% | +15+3.2% | Added |
| Gsa Capital Partners LLP | 491 | $295.0K | 0.02% | +491 | New |
| Crestwood Advisors Group LLC | 492 | $295.1K | 0.01% | +50+11.3% | Added |
| Angeles Wealth Management, LLC | 492 | $295.2K | 0.02% | +17+3.6% | Added |
| FFT Wealth Management LLC | 493 | $295.9K | 0.02% | +493 | New |
| GWN Securities Inc. | 477 | $296.1K | 0.08% | +477 | New |
| Sym Financial Corp | 496 | $297.6K | 0.04% | +496 | New |
| OneAscent Financial Services LLC | 499 | $299.0K | 0.03% | −144−22.4% | Reduced |
| Security Financial Services, INC. | 499 | $299.4K | 0.06% | +26+5.5% | Added |
| Wolverine Trading, LLC | 500 | $299.8K | 0.01% | +500 | New |
| Skopos Labs, Inc. | 505 | $303.0K | 0.09% | −6−1.2% | Reduced |
| Fullcircle Wealth LLC | 530 | $303.3K | 0.12% | 00.0% | Unchanged |
| True North Advisors, LLC | 507 | $304.2K | 0.07% | +507 | New |
| Ramirez Asset Management, Inc. | 509 | $305.4K | 0.06% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 515 | $309.0K | 0.06% | +38+8.0% | Added |
| Centiva Capital, LP | 516 | $309.6K | 0.01% | −3,533−87.3% | Reduced |
| GK Wealth Management LLC | 517 | $310.4K | 0.39% | +517 | New |
| Optivise Advisory Services LLC | 520 | $312.3K | 0.17% | +520 | New |
| Chilton Investment Co LLC | 530 | $318.0K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 531 | $318.6K | 0.02% | +9+1.7% | Added |
| Wedbush Securities Inc | 533 | $320.0K | 0.01% | +164+44.4% | Added |
| PUREfi Wealth, LLC | 536 | $321.6K | 0.31% | +536 | New |
| City National Bank of Florida | 541 | $324.6K | 0.30% | +541 | New |
| Lake Street Advisors Group, LLC | 546 | $327.6K | 0.02% | −1−0.2% | Reduced |