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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 550 | $330.0K | 0.00% | +199+56.7% | Added |
| Forum Financial Management, LP | 553 | $331.8K | 0.01% | +32+6.1% | Added |
| Penserra Capital Management LLC | 556 | $333.0K | 0.01% | +189+51.5% | Added |
| GTS Securities LLC | 556 | $333.6K | 0.02% | −441−44.2% | Reduced |
| Cynosure Management, LLC | 559 | $335.4K | 0.05% | −201−26.4% | Reduced |
| Capital Advisors, Ltd. LLC | 561 | $336.0K | 0.04% | +4+0.7% | Added |
| New Century Financial Group, LLC | 562 | $338.0K | 0.14% | −120−17.6% | Reduced |
| Aptus Capital Advisors, LLC | 564 | $338.4K | 0.00% | +564 | New |
| Whittier Trust Co of Nevada Inc | 566 | $339.6K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 567 | $340.2K | 0.00% | +3+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 569 | $341.4K | 0.02% | +120+26.7% | Added |
| Fenimore Asset Management Inc | 572 | $343.2K | 0.01% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 576 | $345.6K | 0.06% | +576 | New |
| Blue Barn Wealth, LLC | 581 | $348.6K | 0.18% | −2−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 583 | $349.8K | 0.01% | −3,200−84.6% | Reduced |
| Valeo Financial Advisors, LLC | 583 | $349.9K | 0.01% | +7+1.2% | Added |
| Perigon Wealth Management, LLC | 575 | $350.7K | 0.01% | +20+3.6% | Added |
| Kestra Private Wealth Services, LLC | 592 | $355.2K | 0.01% | +178+43.0% | Added |
| Insigneo Advisory Services, LLC | 596 | $357.6K | 0.04% | −21−3.4% | Reduced |
| Optimize Financial Inc | 596 | $357.6K | 0.27% | +596 | New |
| Winslow Capital Management, LLC | 598 | $358.8K | 0.00% | −125−17.3% | Reduced |
| WJ Wealth Management, LLC | 600 | $360.0K | 0.12% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 603 | $361.6K | 0.04% | +137+29.4% | Added |
| Equitable Trust Co | 608 | $364.8K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 604 | $370.3K | 0.02% | −12−1.9% | Reduced |
| Sage Mountain Advisors LLC | 617 | $370.3K | 0.03% | −120−16.3% | Reduced |
| R Squared Ltd | 620 | $372.0K | 0.36% | +620 | New |
| Independent Advisor Alliance | 623 | $373.8K | 0.00% | +134+27.4% | Added |
| Vise Technologies, Inc. | 628 | $376.9K | 0.03% | +628 | New |
| Net Worth Advisory Group | 631 | $378.9K | 0.12% | +2+0.3% | Added |
| JSF Financial, LLC | 633 | $379.8K | 0.10% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 636 | $381.6K | 0.12% | +636 | New |
| Westpac Banking Corp | 643 | $385.8K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 646 | $387.8K | 0.01% | +32+5.2% | Added |
| Crestmont Private Wealth LLC | 647 | $388.2K | 0.17% | +23+3.7% | Added |
| Davy Global Fund Management Ltd | 655 | $393.0K | 0.05% | −139−17.5% | Reduced |
| Ritholtz Wealth Management | 659 | $395.5K | 0.01% | +36+5.8% | Added |
| Chicago Partners Investment Group LLC | 657 | $395.7K | 0.01% | +232+54.6% | Added |
| DRW Securities, LLC | 660 | $396.0K | 0.03% | +660 | New |
| Castleview Partners, LLC | 670 | $400.1K | 0.22% | −103−13.3% | Reduced |
| Kathmere Capital Management, LLC | 667 | $400.2K | 0.04% | +90+15.6% | Added |
| Axxcess Wealth Management, LLC | 673 | $404.0K | 0.01% | +4+0.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 675 | $405.0K | 0.02% | −29−4.1% | Reduced |
| Meridian Wealth Management, LLC | 675 | $405.2K | 0.02% | +8+1.2% | Added |
| Brown Brothers Harriman & Co | 680 | $408.0K | 0.00% | −21−3.0% | Reduced |
| Pensionmark Financial Group, LLC | 682 | $409.2K | 0.01% | +682 | New |
| Quadrant Capital Group LLC | 684 | $410.4K | 0.03% | −52−7.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 689 | $413.4K | 0.08% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 693 | $415.8K | 0.28% | +242+53.7% | Added |
| Syon Capital LLC | 693 | $415.8K | 0.04% | −47−6.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $419.8K | 0.17% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 703 | $421.8K | 0.01% | +14+2.0% | Added |
| Connecticut Wealth Management, LLC | 705 | $423.0K | 0.02% | +15+2.2% | Added |
| Voleon Capital Management LP | 706 | $423.6K | 0.03% | +706 | New |
| Wealth Alliance | 711 | $426.9K | 0.05% | −5−0.7% | Reduced |
| Weaver Capital Management LLC | 712 | $427.2K | 0.12% | +21+3.0% | Added |
| Private Advisor Group, LLC | 717 | $430.4K | 0.00% | −228−24.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 721 | $432.6K | 0.02% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 725 | $435.0K | 0.01% | −20−2.7% | Reduced |
| Huntington National Bank | 728 | $436.8K | 0.00% | +346+90.6% | Added |
| Hilltop Holdings Inc. | 729 | $436.8K | 0.03% | +41+6.0% | Added |
| New World Advisors LLC | 732 | $439.2K | 0.11% | −14−1.9% | Reduced |
| SFMG, LLC | 734 | $440.4K | 0.03% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 737 | $442.2K | 0.12% | −5,137−87.5% | Reduced |
| Farther Finance Advisors, LLC | 743 | $446.0K | 0.02% | −48−6.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 745 | $447.0K | 0.02% | +13+1.8% | Added |
| Checchi Capital Advisers, LLC | 747 | $448.2K | 0.03% | +8+1.1% | Added |
| Ethos Financial Group, LLC | 755 | $453.0K | 0.06% | +755 | New |
| Fielder Capital Group LLC | 760 | $456.1K | 0.14% | +760 | New |
| Robertson Stephens Wealth Management, LLC | 763 | $457.8K | 0.02% | −2,095−73.3% | Reduced |
| Ameritas Investment Partners, Inc. | 764 | $458.4K | 0.01% | −33−4.1% | Reduced |
| Integrated Advisors Network LLC | 764 | $458.4K | 0.02% | +248+48.1% | Added |
| Apeiron RIA LLC | 768 | $460.8K | 0.13% | +92+13.6% | Added |
| Cary Street Partner Investment Advisory LLC | 774 | $464.5K | 0.30% | −123−13.7% | Reduced |
| Geller Advisors LLC | 780 | $468.0K | 0.03% | −10−1.3% | Reduced |
| Elk River Wealth Management, LLC | 780 | $468.0K | 0.08% | 00.0% | Unchanged |
| Entropy Technologies, LP | 787 | $472.2K | 0.05% | −4,003−83.6% | Reduced |
| Cigna Investments Inc | 789 | $473.0K | 0.08% | −8−1.0% | Reduced |
| Parallel Advisors, LLC | 791 | $475.2K | 0.01% | +74+10.3% | Added |
| Salvus Wealth Management, LLC | 803 | $481.8K | 0.31% | +22+2.8% | Added |
| D.A. Davidson & Co. | 803 | $482.3K | 0.00% | −1−0.1% | Reduced |
| ORG Wealth Partners, LLC | 807 | $484.2K | 0.15% | +66+8.9% | Added |
| Mather Group, LLC. | 807 | $484.3K | 0.01% | +24+3.1% | Added |
| Boit C F David | 810 | $486.0K | 0.24% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 810 | $486.0K | 0.01% | −117−12.6% | Reduced |
| Wealthspire Advisors, LLC | 814 | $488.6K | 0.00% | −94−10.4% | Reduced |
| GAMMA Investing LLC | 825 | $495.0K | 0.04% | +410+98.8% | Added |
| Aviso Financial Inc. | 837 | $502.2K | 0.03% | −12−1.4% | Reduced |
| CNB Bank | 848 | $508.8K | 0.24% | −49−5.5% | Reduced |
| Hallmark Capital Management Inc | 862 | $517.2K | 0.04% | +63+7.9% | Added |
| Kestra Investment Management, LLC | 868 | $521.0K | 0.02% | +201+30.1% | Added |
| Azzad Asset Management Inc | 873 | $523.6K | 0.10% | +5+0.6% | Added |
| Triglav Skladi, D.O.O. | 875 | $525.0K | 0.04% | +875 | New |
| Toth Financial Advisory Corp | 884 | $530.5K | 0.06% | +27+3.2% | Added |
| Pitcairn Co | 889 | $533.4K | 0.03% | −12−1.3% | Reduced |
| Emerald Advisers, LLC | 901 | $540.6K | 0.02% | +3+0.3% | Added |
| RFG Advisory, LLC | 919 | $551.4K | 0.02% | −161−14.9% | Reduced |
| Trust Asset Management LLC | 919 | $551.4K | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 926 | $555.6K | 0.02% | −57−5.8% | Reduced |
| Bryn Mawr Trust Co | 926 | $555.6K | 0.01% | +7+0.8% | Added |