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 |
|---|---|---|---|---|---|
| PFG Advisors | 3,388 | $2.03M | 0.12% | −75−2.2% | Reduced |
| 1832 Asset Management L.P. | 3,400 | $2.04M | 0.00% | −2,000−37.0% | Reduced |
| Capital International Sarl | 3,440 | $2.06M | 0.05% | −217−5.9% | Reduced |
| Greenleaf Trust | 3,446 | $2.07M | 0.02% | −150−4.2% | Reduced |
| Palumbo Wealth Management LLC | 3,462 | $2.08M | 0.78% | +442+14.6% | Added |
| Eqis Capital Management, Inc. | 3,524 | $2.11M | 0.18% | −85−2.4% | Reduced |
| ING Groep NV | 3,542 | $2.13M | 0.01% | −422−10.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,577 | $2.14M | 0.00% | −164−4.4% | Reduced |
| Oak Thistle LLC | 3,574 | $2.14M | 0.64% | −505−12.4% | Reduced |
| Natural Investments, LLC | 3,620 | $2.17M | 0.60% | +3,620 | New |
| Tower Research Capital LLC (TRC) | 3,623 | $2.17M | 0.04% | −318−8.1% | Reduced |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 3,650 | $2.19M | 0.08% | +3,650 | New |
| Meitav Dash Investments Ltd | 3,656 | $2.19M | 0.04% | +347+10.5% | Added |
| Fiduciary Trust Co | 3,661 | $2.20M | 0.03% | +629+20.7% | Added |
| Verdence Capital Advisors LLC | 3,700 | $2.22M | 0.18% | +33+0.9% | Added |
| New Mexico Educational Retirement Board | 3,700 | $2.22M | 0.07% | −200−5.1% | Reduced |
| RSM US Wealth Management LLC | 3,712 | $2.23M | 0.03% | +938+33.8% | Added |
| MAI Capital Management | 3,716 | $2.23M | 0.02% | +3,031+442.5% | Added |
| Bokf, NA | 3,875 | $2.23M | 0.04% | −24−0.6% | Reduced |
| Aurora Investment Managers, LLC. | 3,730 | $2.24M | 1.40% | −115−3.0% | Reduced |
| Mercer Global Advisors Inc | 3,743 | $2.25M | 0.01% | +722+23.9% | Added |
| Schonfeld Strategic Advisors LLC | 3,743 | $2.25M | 0.01% | −15,633−80.7% | Reduced |
| Shelton Capital Management | 3,744 | $2.25M | 0.06% | −24−0.6% | Reduced |
| Dynasty Wealth Management, LLC | 3,778 | $2.27M | 0.04% | +95+2.6% | Added |
| Dakota Wealth Management | 3,875 | $2.32M | 0.05% | −200−4.9% | Reduced |
| Grove Bank & Trust | 3,902 | $2.34M | 0.32% | +123+3.3% | Added |
| Williams Jones Wealth Management, LLC. | 3,907 | $2.34M | 0.03% | −24,053−86.0% | Reduced |
| Change Path, LLC | 3,953 | $2.37M | 0.07% | −125−3.1% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,993 | $2.40M | 1.53% | +159+4.1% | Added |
| Northwestern Mutual Wealth Management Co | 4,043 | $2.43M | 0.00% | +80+2.0% | Added |
| Canandaigua National Bank & Trust Co | 4,048 | $2.43M | 0.24% | −86−2.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,050 | $2.43M | 0.25% | +4,050 | New |
| Maryland State Retirement & Pension System | 4,058 | $2.43M | 0.05% | −332−7.6% | Reduced |
| Allianz SE | 4,075 | $2.44M | 0.06% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,092 | $2.46M | 0.48% | +80+2.0% | Added |
| Kestra Advisory Services, LLC | 4,134 | $2.48M | 0.01% | −1,146−21.7% | Reduced |
| Spire Wealth Management | 4,190 | $2.51M | 0.08% | +1,153+38.0% | Added |
| Louisiana State Employees Retirement System | 4,200 | $2.52M | 0.05% | −200−4.5% | Reduced |
| Groupama Asset Managment | 4,211 | $2.53M | 0.05% | +1,663+65.3% | Added |
| Securian Asset Management, Inc | 4,237 | $2.54M | 0.07% | −100−2.3% | Reduced |
| E. Ohman J:or Asset Management AB | 4,273 | $2.56M | 0.06% | −15−0.3% | Reduced |
| Norinchukin Bank, The | 4,281 | $2.57M | 0.05% | +138+3.3% | Added |
| Value Partners Investments Inc. | 4,285 | $2.57M | 1.45% | +151+3.7% | Added |
| Caxton Associates LP | 4,291 | $2.57M | 0.08% | +4,291 | New |
| TD Private Client Wealth LLC | 4,307 | $2.58M | 0.07% | +1,092+34.0% | Added |
| Sumitomo Life Insurance Co | 4,326 | $2.60M | 0.05% | −78−1.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,391 | $2.63M | 0.01% | +89+2.1% | Added |
| MV Capital Management, Inc. | 4,394 | $2.64M | 0.28% | −16−0.4% | Reduced |
| Plato Investment Management Ltd | 4,399 | $2.65M | 0.19% | +114+2.7% | Added |
| Ofi Invest Asset Management | 4,690 | $2.72M | 0.06% | +4,690 | New |
| Abn Amro Investment Solutions | 4,542 | $2.73M | 0.05% | +534+13.3% | Added |
| Dash Acquisitions Inc. | 4,358 | $2.74M | 0.58% | +655+17.7% | Added |
| Teza Capital Management LLC | 4,576 | $2.75M | 0.42% | +2,209+93.3% | Added |
| Norden Group LLC | 4,620 | $2.77M | 0.31% | −218−4.5% | Reduced |
| Woodline Partners LP | 4,739 | $2.84M | 0.02% | +4,739 | New |
| US Bancorp | 4,750 | $2.85M | 0.00% | +282+6.3% | Added |
| Swiss Life Asset Management Ltd | 4,766 | $2.86M | 0.02% | +739+18.4% | Added |
| LGT Fund Management Co Ltd. | 4,785 | $2.87M | 0.25% | +329+7.4% | Added |
| CWM, LLC | 4,794 | $2.88M | 0.01% | +976+25.6% | Added |
| Hartford Investment Management Co | 4,852 | $2.91M | 0.10% | −94−1.9% | Reduced |
| Freedom Day Solutions, LLC | 4,878 | $2.93M | 0.88% | +301+6.6% | Added |
| K.J. Harrison & Partners Inc | 4,909 | $2.93M | 0.46% | −7−0.1% | Reduced |
| Cornerstone Advisors, LLC | 4,900 | $2.94M | 0.12% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 4,848 | $2.96M | 0.05% | +4,848 | New |
| Apollon Wealth Management, LLC | 5,012 | $3.01M | 0.07% | +1,559+45.1% | Added |
| Tocqueville Asset Management L.P. | 5,041 | $3.02M | 0.05% | +365+7.8% | Added |
| Alliance Wealth Advisors, LLC | 5,044 | $3.03M | 0.78% | −341−6.3% | Reduced |
| Advisors Asset Management, Inc. | 5,087 | $3.05M | 0.06% | +1,686+49.6% | Added |
| Alamar Capital Management, LLC | 5,221 | $3.13M | 1.71% | −297−5.4% | Reduced |
| Intech Investment Management LLC | 5,251 | $3.15M | 0.03% | +4,607+715.4% | Added |
| Vanderbilt University | 5,378 | $3.23M | 0.63% | −666−11.0% | Reduced |
| Kentucky Retirement Systems | 5,405 | $3.24M | 0.10% | −74−1.4% | Reduced |
| Cumberland Partners Ltd | 5,500 | $3.30M | 0.23% | +3,000+120.0% | Added |
| Avanza Fonder AB | 5,514 | $3.31M | 0.10% | +5,514 | New |
| Synovus Financial Corp | 5,557 | $3.33M | 0.04% | +40+0.7% | Added |
| Squarepoint Ops LLC | 5,584 | $3.35M | 0.01% | −3,322−37.3% | Reduced |
| Ghe, LLC | 5,670 | $3.40M | 1.35% | +198+3.6% | Added |
| Advisor Group Holdings, Inc. | 14,231 | $3.50M | 0.01% | +9,133+179.1% | Added |
| Wealthfront Advisers LLC | 5,861 | $3.52M | 0.01% | +655+12.6% | Added |
| Fifth Third Bancorp | 5,868 | $3.52M | 0.01% | −719−10.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 5,920 | $3.55M | 0.03% | 00.0% | Unchanged |
| Algert Global LLC | 5,924 | $3.55M | 0.08% | +165+2.9% | Added |
| Graham Capital Management, L.P. | 5,983 | $3.59M | 0.11% | +1,131+23.3% | Added |
| PGGM Investments | 6,095 | $3.66M | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 6,215 | $3.73M | 0.01% | +75+1.2% | Added |
| Sanctuary Advisors, LLC | 6,329 | $3.74M | 0.02% | −83−1.3% | Reduced |
| Icon Wealth Advisors, LLC | 6,260 | $3.76M | 0.31% | +100+1.6% | Added |
| Gulf International Bank (UK) Ltd | 6,264 | $3.76M | 0.10% | −63−1.0% | Reduced |
| UniSuper Management Pty Ltd | 6,319 | $3.79M | 0.03% | +1,161+22.5% | Added |
| Commonwealth Equity Services, LLC | 6,328 | $3.80M | 0.01% | −2,944−31.8% | Reduced |
| Headlands Technologies LLC | 6,479 | $3.89M | 0.39% | +2,513+63.4% | Added |
| Avanda Investment Management Pte. Ltd. | 6,567 | $3.94M | 1.25% | −535−7.5% | Reduced |
| Knollwood Investment Advisory, LLC | 6,597 | $3.96M | 0.41% | 00.0% | Unchanged |
| Holocene Advisors, LP | 6,646 | $3.99M | 0.01% | +6,646 | New |
| Wealth Enhancement Advisory Services, LLC | 6,699 | $4.02M | 0.01% | +2,821+72.7% | Added |
| Evelyn Partners Investment Management LLP | 6,717 | $4.03M | 0.13% | +6,717 | New |
| Oregon Public Employees Retirement Fund | 6,718 | $4.03M | 0.07% | +7+0.1% | Added |
| Fieldview Capital Management, LLC | 6,788 | $4.07M | 0.63% | +6,788 | New |
| Federation des caisses Desjardins du Quebec | 6,861 | $4.12M | 0.02% | +4,740+223.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,773 | $4.12M | 0.02% | +1,778+35.6% | Added |