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 |
|---|---|---|---|---|---|
| MJP Associates Inc | 929 | $557.2K | 0.10% | +35+3.9% | Added |
| Perpetual Ltd | 944 | $566.4K | 0.01% | −912−49.1% | Reduced |
| Bourgeon Capital Management LLC | 948 | $568.8K | 0.11% | +948 | New |
| Atria Wealth Solutions, Inc. | 952 | $571.4K | 0.01% | −20−2.1% | Reduced |
| Malaga Cove Capital, LLC | 954 | $572.4K | 0.22% | +10+1.1% | Added |
| Prudential PLC | 955 | $573.0K | 0.00% | +256+36.6% | Added |
| Bradley Foster & Sargent Inc | 963 | $577.8K | 0.01% | −91−8.6% | Reduced |
| Peapack Gladstone Financial Corp | 964 | $578.0K | 0.01% | −11−1.1% | Reduced |
| Diversify Advisory Services, LLC | 1,011 | $581.9K | 0.03% | −64−6.0% | Reduced |
| Catalyst Capital Advisors LLC | 975 | $585.0K | 0.01% | −666−40.6% | Reduced |
| Gilbert & Cook, Inc. | 984 | $590.4K | 0.08% | +68+7.4% | Added |
| Evercore Wealth Management, LLC | 999 | $599.4K | 0.01% | 00.0% | Unchanged |
| Birinyi Associates Inc | 1,000 | $600.0K | 0.17% | −256−20.4% | Reduced |
| Harbor Advisors LLC | 1,000 | $600.0K | 0.09% | 00.0% | Unchanged |
| Blair William & Co | 1,004 | $602.1K | 0.00% | −15−1.5% | Reduced |
| Dana Investment Advisors, Inc. | 1,008 | $604.8K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,036 | $621.9K | 0.01% | −1,059−50.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,044 | $626.5K | 0.25% | +59+6.0% | Added |
| FJ Capital Management LLC | 1,045 | $627.0K | 0.07% | +560+115.5% | Added |
| Pinnacle Associates Ltd | 1,050 | $630.0K | 0.01% | −258−19.7% | Reduced |
| Stanley-Laman Group, Ltd. | 1,058 | $634.8K | 0.09% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,067 | $640.0K | 0.02% | +257+31.7% | Added |
| Oak Ridge Investments LLC | 1,069 | $641.4K | 0.05% | −11−1.0% | Reduced |
| Birch Financial Group, LLC | 1,070 | $642.1K | 0.72% | +1,070 | New |
| Venturi Wealth Management, LLC | 1,074 | $644.4K | 0.03% | +493+84.9% | Added |
| Integrated Investment Consultants, LLC | 1,087 | $652.2K | 0.13% | +41+3.9% | Added |
| HighPoint Advisor Group LLC | 1,133 | $654.1K | 0.04% | −138−10.9% | Reduced |
| Atomi Financial Group, Inc. | 1,094 | $656.6K | 0.03% | +582+113.7% | Added |
| Dark Forest Capital Management LP | 1,096 | $657.6K | 0.10% | −666−37.8% | Reduced |
| Strive Asset Management, LLC | 1,097 | $658.2K | 0.49% | +1,097 | New |
| Alken Asset Management Ltd. | 1,100 | $660.0K | 1.25% | +1,100 | New |
| Sava Infond d.o.o. | 1,100 | $660.0K | 0.12% | +1,100 | New |
| Prelude Capital Management, LLC | 1,105 | $663.0K | 0.06% | +424+62.3% | Added |
| Ellevest, Inc. | 1,127 | $676.2K | 0.04% | −72−6.0% | Reduced |
| Lido Advisors, LLC | 1,157 | $694.0K | 0.00% | +211+22.3% | Added |
| MUFG Securities Americas Inc. | 1,157 | $694.2K | 0.09% | +1,157 | New |
| XTX Topco Ltd | 1,159 | $695.4K | 0.06% | −872−42.9% | Reduced |
| Flputnam Investment Management Co | 1,176 | $705.6K | 0.01% | +2+0.2% | Added |
| Fidelis Capital Partners, LLC | 1,219 | $709.7K | 0.07% | +49+4.2% | Added |
| Transcend Wealth Collective, LLC | 1,183 | $709.8K | 0.05% | −13−1.1% | Reduced |
| Tema ETFs LLC | 1,191 | $714.6K | 0.30% | +1,191 | New |
| Fairtree Asset Management (Pty) Ltd | 1,193 | $715.8K | 0.68% | +1,193 | New |
| Tectonic Advisors LLC | 1,197 | $718.3K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,200 | $720.1K | 0.04% | +60+5.3% | Added |
| Graypoint LLC | 1,208 | $724.7K | 0.04% | −10−0.8% | Reduced |
| Profund Advisors LLC | 1,211 | $726.6K | 0.03% | −27−2.2% | Reduced |
| Horizon Investments, LLC | 1,220 | $732.0K | 0.02% | +35+3.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,235 | $741.0K | 0.03% | −38−3.0% | Reduced |
| Signaturefd, LLC | 1,240 | $744.3K | 0.01% | −8−0.6% | Reduced |
| Burney Co | 1,251 | $750.6K | 0.03% | +100+8.7% | Added |
| World Equity Group, Inc. | 1,264 | $758.4K | 0.16% | +651+106.2% | Added |
| Harbor Capital Advisors, Inc. | 1,266 | $760.0K | 0.03% | +27+2.2% | Added |
| Gries Financial LLC | 1,277 | $766.2K | 0.14% | +5+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 1,276 | $767.0K | 0.00% | +1,276 | New |
| Threadgill Financial, LLC | 1,283 | $769.8K | 0.41% | +922+255.4% | Added |
| Quintet Private Bank (Europe) S.A. | 1,285 | $771.0K | 0.04% | −194−13.1% | Reduced |
| One Wealth Capital Management, LLC | 1,290 | $774.0K | 0.39% | +1,290 | New |
| Roberts Capital Advisors, LLC | 1,293 | $775.8K | 0.65% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,324 | $794.0K | 0.32% | +1,324 | New |
| Canada Post Corp Registered Pension Plan | 1,338 | $802.8K | 0.05% | +1,338 | New |
| Heartland Bank & Trust Co | 1,341 | $804.6K | 0.44% | −59−4.2% | Reduced |
| Wedmont Private Capital | 1,404 | $808.4K | 0.04% | +234+20.0% | Added |
| Gen-Wealth Partners Inc | 1,349 | $809.6K | 0.35% | +294+27.9% | Added |
| Three Seasons Wealth, LLC | 1,372 | $823.2K | 0.40% | +12+0.9% | Added |
| Equitable Holdings, Inc. | 1,373 | $823.8K | 0.01% | +1,021+290.1% | Added |
| Moody Lynn & Lieberson, LLC | 1,375 | $825.0K | 0.05% | +7+0.5% | Added |
| Freestone Grove Partners LP | 1,375 | $825.0K | 0.01% | +1,375 | New |
| Signet Financial Management, LLC | 1,376 | $825.4K | 0.11% | +11+0.8% | Added |
| Wetherby Asset Management Inc | 1,377 | $826.2K | 0.04% | −143−9.4% | Reduced |
| HB Wealth Management, LLC | 1,377 | $826.3K | 0.01% | +89+6.9% | Added |
| Mission Wealth Management, LP | 1,378 | $826.6K | 0.02% | −97−6.6% | Reduced |
| Shell Asset Management Co | 1,389 | $833.0K | 0.04% | −175−11.2% | Reduced |
| Bridgefront Capital, LLC | 1,398 | $838.8K | 0.28% | +616+78.8% | Added |
| Stance Capital LLC | 1,401 | $840.6K | 0.52% | +1,401 | New |
| Cypress Asset Management Inc | 1,403 | $841.8K | 0.21% | −45−3.1% | Reduced |
| Wrapmanager Inc | 1,422 | $853.2K | 0.22% | −294−17.1% | Reduced |
| Vestcor Inc | 1,432 | $859.0K | 0.03% | −1−0.1% | Reduced |
| Advisor OS, LLC | 1,437 | $862.0K | 0.10% | −709−33.0% | Reduced |
| SBI Securities Co., Ltd. | 1,445 | $867.0K | 0.03% | +1,445 | New |
| Ci Investments Inc. | 1,451 | $871.0K | 0.00% | +420+40.7% | Added |
| Dynamic Technology Lab Private Ltd | 1,460 | $876.0K | 0.14% | +1,460 | New |
| LVW Advisors, LLC | 1,460 | $876.0K | 0.11% | +58+4.1% | Added |
| BlueSpruce Investments, LP | 1,461 | $876.6K | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,478 | $886.8K | 0.00% | +127+9.4% | Added |
| Exchange Traded Concepts, LLC | 1,484 | $890.4K | 0.02% | +543+57.7% | Added |
| Callan Family Office, LLC | 1,494 | $896.4K | 0.06% | +1,494 | New |
| RB Capital Management, LLC | 1,519 | $911.3K | 0.21% | −50−3.2% | Reduced |
| Arbor Capital Management Inc | 1,549 | $929.5K | 0.91% | −298−16.1% | Reduced |
| Wallace Advisory Group, LLC | 1,595 | $929.8K | 0.64% | +617+63.1% | Added |
| Hohimer Wealth Management, LLC | 1,550 | $930.0K | 0.18% | +11+0.7% | Added |
| Institute for Wealth Management, LLC. | 1,551 | $930.7K | 0.12% | −4−0.3% | Reduced |
| Texas Capital Bancshares Inc | 1,559 | $935.4K | 0.38% | 00.0% | Unchanged |
| Agf Management Ltd | 1,561 | $936.6K | 0.00% | +166+11.9% | Added |
| Intellectus Partners, LLC | 1,591 | $954.6K | 0.21% | +1+0.1% | Added |
| Benin Management CORP | 1,598 | $958.8K | 0.26% | +384+31.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,602 | $961.3K | 0.27% | +1,602 | New |
| Redwood Investments, LLC | 1,640 | $984.0K | 0.26% | −16−1.0% | Reduced |
| Meeder Advisory Services, Inc. | 1,642 | $985.3K | 0.06% | −143−8.0% | Reduced |
| WSFS Capital Management, LLC | 1,644 | $986.4K | 0.05% | −22−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,650 | $990.0K | 0.17% | +10+0.6% | Added |