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 |
|---|---|---|---|---|---|
| Pier Capital, LLC | 1,656 | $993.6K | 0.14% | −278−14.4% | Reduced |
| Integrated Wealth Concepts LLC | 1,663 | $997.7K | 0.01% | +83+5.3% | Added |
| Copperwynd Financial, LLC | 1,682 | $1.01M | 0.28% | +148+9.6% | Added |
| Montag A & Associates Inc | 1,690 | $1.01M | 0.05% | +1,310+344.7% | Added |
| Nebula Research & Development LLC | 1,724 | $1.03M | 0.12% | −759−30.6% | Reduced |
| Ballentine Partners, LLC | 1,748 | $1.05M | 0.02% | +66+3.9% | Added |
| Win Advisors, Inc | 1,761 | $1.06M | 0.51% | +1,761 | New |
| J. Safra Sarasin Holding AG | 1,762 | $1.06M | 0.02% | +1,762 | New |
| Ostrum Asset Management | 1,766 | $1.06M | 0.09% | +241+15.8% | Added |
| NVWM, LLC | 1,767 | $1.06M | 0.27% | +1,719+3,581.3% | Added |
| Everence Capital Management Inc | 1,797 | $1.08M | 0.07% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,813 | $1.09M | 0.01% | −893−33.0% | Reduced |
| 111 Capital | 1,827 | $1.10M | 0.23% | +1,827 | New |
| Davidson Kahn Capital Management, LLC | 1,836 | $1.10M | 1.02% | +1,836 | New |
| Capstone Investment Advisors, LLC | 1,848 | $1.11M | 0.01% | +1,396+308.8% | Added |
| Strategic Wealth Designers | 1,852 | $1.11M | 0.07% | −36−1.9% | Reduced |
| Guggenheim Capital LLC | 1,861 | $1.12M | 0.01% | +161+9.5% | Added |
| Empowered Funds, LLC | 1,861 | $1.12M | 0.02% | +390+26.5% | Added |
| Natixis Investment Managers International | 1,872 | $1.12M | 0.09% | +105+5.9% | Added |
| Liberty Wealth Management LLC | 1,883 | $1.13M | 0.19% | 00.0% | Unchanged |
| Banco Santander, S.A. | 1,894 | $1.14M | 0.01% | −1,048−35.6% | Reduced |
| Navellier & Associates Inc | 1,896 | $1.14M | 0.14% | +449+31.0% | Added |
| Citizens Financial Group Inc | 1,900 | $1.14M | 0.02% | +815+75.1% | Added |
| Keystone Investors Pte Ltd | 1,909 | $1.15M | 0.08% | −4,303−69.3% | Reduced |
| Regions Financial Corp | 1,925 | $1.16M | 0.01% | −658−25.5% | Reduced |
| Keybank National Association | 1,934 | $1.16M | 0.00% | −37−1.9% | Reduced |
| Coldstream Capital Management Inc | 1,935 | $1.16M | 0.02% | +220+12.8% | Added |
| Cresset Asset Management, LLC | 1,939 | $1.16M | 0.01% | −12,951−87.0% | Reduced |
| Figure 8 Investment Strategies LLC | 1,966 | $1.18M | 1.16% | +1,966 | New |
| Principal Securities, Inc. | 1,978 | $1.19M | 0.03% | +124+6.7% | Added |
| Grandeur Peak Global Advisors, LLC | 2,003 | $1.20M | 0.11% | +746+59.3% | Added |
| Diversify Wealth Management, LLC | 2,098 | $1.21M | 0.09% | −68−3.1% | Reduced |
| Frank, Rimerman Advisors LLC | 2,018 | $1.21M | 0.09% | +50+2.5% | Added |
| Inceptionr LLC | 2,029 | $1.22M | 0.27% | +2,029 | New |
| WealthBridge Investment Counsel Inc. | 2,037 | $1.22M | 0.45% | +100+5.2% | Added |
| Bleakley Financial Group, LLC | 2,044 | $1.23M | 0.04% | +19+0.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,064 | $1.24M | 0.02% | +266+14.8% | Added |
| IFP Advisors, Inc | 2,071 | $1.24M | 0.04% | +85+4.3% | Added |
| Avantax Advisory Services, Inc. | 2,123 | $1.27M | 0.01% | +98+4.8% | Added |
| Leonteq Securities AG | 2,126 | $1.28M | 0.13% | +493+30.2% | Added |
| NEOS Investment Management LLC | 2,157 | $1.29M | 0.03% | +515+31.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 2,162 | $1.30M | 0.23% | +2,162 | New |
| Procyon Private Wealth Partners, LLC | 2,175 | $1.31M | 0.08% | +219+11.2% | Added |
| King Luther Capital Management Corp | 2,179 | $1.31M | 0.01% | −9−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 2,197 | $1.32M | 0.02% | −154−6.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 2,222 | $1.33M | 0.02% | +2,222 | New |
| ProVise Management Group, LLC | 2,234 | $1.34M | 0.11% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,241 | $1.34M | 0.00% | −468−17.3% | Reduced |
| EP Wealth Advisors, LLC | 2,243 | $1.35M | 0.01% | −19−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 2,243 | $1.35M | 0.13% | +33+1.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,245 | $1.35M | 0.01% | +993+79.3% | Added |
| Bennett Selby Investments LP | 2,260 | $1.36M | 0.54% | +2+0.1% | Added |
| AXS Investments LLC | 2,261 | $1.36M | 0.38% | +12+0.5% | Added |
| Allstate Corp | 2,325 | $1.40M | 0.04% | +2,325 | New |
| Captrust Financial Advisors | 2,352 | $1.41M | 0.00% | +713+43.5% | Added |
| Vestmark Advisory Solutions, Inc. | 2,370 | $1.42M | 0.05% | +112+5.0% | Added |
| Americana Partners, LLC | 2,437 | $1.46M | 0.06% | −130−5.1% | Reduced |
| Wellington Wealth Strategies, LLC. | 2,571 | $1.47M | 1.35% | +187+7.8% | Added |
| Cornercap Investment Counsel Inc | 2,461 | $1.48M | 0.48% | −103−4.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,489 | $1.49M | 0.03% | −4−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 2,500 | $1.50M | 0.30% | −21−0.8% | Reduced |
| SRN Advisors, LLC | 2,505 | $1.50M | 1.34% | +97+4.0% | Added |
| Snowden Capital Advisors LLC | 2,566 | $1.54M | 0.05% | −106−4.0% | Reduced |
| Versor Investments LP | 2,578 | $1.55M | 0.27% | +2,578 | New |
| Nomura Holdings Inc | 2,583 | $1.55M | 0.01% | +2,583 | New |
| CAPROCK Group, Inc. | 2,598 | $1.56M | 0.05% | +441+20.4% | Added |
| Pallas Capital Advisors LLC | 2,603 | $1.56M | 0.07% | +184+7.6% | Added |
| Metis Global Partners, LLC | 2,647 | $1.59M | 0.05% | +131+5.2% | Added |
| Crossmark Global Holdings, Inc. | 2,652 | $1.59M | 0.03% | −1,753−39.8% | Reduced |
| BDF-Gestion | 2,668 | $1.60M | 0.17% | −349−11.6% | Reduced |
| Empirical Finance, LLC | 2,691 | $1.61M | 0.09% | −28−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 2,730 | $1.64M | 0.02% | +412+17.8% | Added |
| Signal Advisors Wealth, LLC | 2,733 | $1.64M | 0.19% | +12+0.4% | Added |
| Fox Run Management, L.L.C. | 2,749 | $1.65M | 0.30% | +2,749 | New |
| AE Wealth Management LLC | 2,757 | $1.65M | 0.01% | −283−9.3% | Reduced |
| City Holding Co | 2,799 | $1.68M | 0.24% | −479−14.6% | Reduced |
| Legacy Advisors, LLC | 2,802 | $1.68M | 0.16% | +1,704+155.2% | Added |
| Janney Montgomery Scott LLC | 2,862 | $1.72M | 0.00% | −351−10.9% | Reduced |
| Machina Capital S.A.S. | 2,912 | $1.75M | 0.74% | +1,886+183.8% | Added |
| EFG Asset Management (North America) Corp. | 2,921 | $1.75M | 0.24% | +1,062+57.1% | Added |
| NewEdge Wealth, LLC | 2,975 | $1.79M | 0.03% | −10−0.3% | Reduced |
| Gibbs Wealth Management | 2,988 | $1.79M | 0.49% | +446+17.5% | Added |
| Merit Financial Group, LLC | 2,992 | $1.80M | 0.03% | +1,295+76.3% | Added |
| Quest Partners LLC | 3,053 | $1.83M | 0.24% | −542−15.1% | Reduced |
| QRG Capital Management, Inc. | 3,069 | $1.84M | 0.02% | +632+25.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,079 | $1.85M | 0.02% | +1,236+67.1% | Added |
| Diversified Trust Co | 3,109 | $1.87M | 0.05% | +220+7.6% | Added |
| Park Avenue Securities LLC | 3,121 | $1.87M | 0.02% | +263+9.2% | Added |
| Quantbot Technologies LP | 3,141 | $1.88M | 0.07% | −1,315−29.5% | Reduced |
| Fairbanks Capital Management, Inc. | 3,146 | $1.89M | 1.18% | +66+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,207 | $1.92M | 0.01% | −51−1.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,220 | $1.93M | 0.02% | +3,220 | New |
| E Fund Management Co., Ltd. | 3,230 | $1.94M | 0.10% | +77+2.4% | Added |
| First Hawaiian Bank | 3,231 | $1.94M | 0.06% | −218−6.3% | Reduced |
| Jones Financial Companies LLLP | 3,237 | $1.94M | 0.00% | +1,739+116.1% | Added |
| Segment Wealth Management, LLC | 3,263 | $1.96M | 0.13% | 00.0% | Unchanged |
| Stephens Inc | 3,268 | $1.96M | 0.03% | −35−1.1% | Reduced |
| Omers Administration Corp | 3,302 | $1.98M | 0.02% | +556+20.2% | Added |
| Trivant Custom Portfolio Group, LLC | 3,325 | $2.00M | 1.16% | +21+0.6% | Added |
| Schechter Investment Advisors, LLC | 3,347 | $2.01M | 0.15% | −45−1.3% | Reduced |