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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 6,938 | $4.16M | 0.01% | +690+11.0% | Added |
| Davenport & Co LLC | 6,950 | $4.17M | 0.02% | −190−2.7% | Reduced |
| DJE Kapital AG | 7,100 | $4.24M | 0.10% | +7,100 | New |
| Bell Asset Management Ltd | 7,067 | $4.24M | 0.77% | −1,705−19.4% | Reduced |
| Yacktman Asset Management LP | 7,110 | $4.27M | 0.05% | 00.0% | Unchanged |
| Tsai Capital Corp | 7,123 | $4.27M | 3.11% | +611+9.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,157 | $4.29M | 0.63% | −12,617−63.8% | Reduced |
| Qsemble Capital Management, LP | 7,229 | $4.34M | 0.58% | +6,868+1,902.5% | Added |
| iA Global Asset Management Inc. | 7,258 | $4.36M | 0.08% | +1,801+33.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 7,292 | $4.38M | 0.80% | +80+1.1% | Added |
| Portside Wealth Group, LLC | 7,331 | $4.40M | 0.73% | −368−4.8% | Reduced |
| Alps Advisors Inc | 7,333 | $4.40M | 0.03% | −24−0.3% | Reduced |
| Roundview Capital LLC | 7,396 | $4.44M | 0.31% | −22−0.3% | Reduced |
| Ethic Inc. | 7,397 | $4.44M | 0.09% | +644+9.5% | Added |
| Scotia Capital Inc. | 7,397 | $4.44M | 0.02% | +1,348+22.3% | Added |
| Mizuho Securities USA LLC | 7,428 | $4.46M | 0.08% | +2,328+45.6% | Added |
| First Foundation Advisors | 7,493 | $4.50M | 0.17% | +852+12.8% | Added |
| Alberta Investment Management Corp | 7,600 | $4.56M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 7,630 | $4.58M | 0.04% | +172+2.3% | Added |
| Vident Advisory, LLC | 7,694 | $4.62M | 0.08% | +752+10.8% | Added |
| Clear Harbor Asset Management, LLC | 7,957 | $4.77M | 0.38% | −95−1.2% | Reduced |
| Quadrature Capital Ltd | 8,010 | $4.81M | 0.10% | −274−3.3% | Reduced |
| FourThought Financial Partners, LLC | 8,144 | $4.89M | 0.51% | +2,218+37.4% | Added |
| Fortis Capital Management LLC | 8,227 | $4.94M | 0.92% | +151+1.9% | Added |
| T. Rowe Price Investment Management, Inc. | 8,425 | $5.06M | 0.00% | +2,787+49.4% | Added |
| Sustainable Insight Capital Management, LLC | 8,534 | $5.12M | 2.24% | +2,919+52.0% | Added |
| Empire Life Investments Inc. | 8,676 | $5.21M | 0.33% | −70−0.8% | Reduced |
| Modera Wealth Management, LLC | 8,685 | $5.21M | 0.06% | −3,289−27.5% | Reduced |
| Logan Capital Management Inc | 8,774 | $5.26M | 0.22% | −1,863−17.5% | Reduced |
| Andra AP-fonden | 8,800 | $5.28M | 0.08% | −3,100−26.1% | Reduced |
| CWM Advisors, LLC | 8,984 | $5.39M | 0.60% | +20.0% | Added |
| JustInvest LLC | 9,122 | $5.47M | 0.08% | +528+6.1% | Added |
| CIBC World Markets Inc. | 9,181 | $5.51M | 0.01% | +1,541+20.2% | Added |
| Yousif Capital Management, LLC | 9,212 | $5.53M | 0.06% | −370−3.9% | Reduced |
| Financial Counselors Inc | 9,233 | $5.54M | 0.08% | −8−0.1% | Reduced |
| Unio Capital LLC | 9,338 | $5.60M | 2.00% | +9,338 | New |
| Mutual of America Capital Management LLC | 9,388 | $5.63M | 0.06% | −298−3.1% | Reduced |
| Janus Henderson Group PLC | 9,424 | $5.66M | 0.00% | −221−2.3% | Reduced |
| LGT Group Foundation | 9,459 | $5.68M | 0.09% | +289+3.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 9,467 | $5.68M | 0.03% | +9,467 | New |
| Level Four Advisory Services, LLC | 9,585 | $5.75M | 0.24% | +633+7.1% | Added |
| Pacer Advisors, Inc. | 9,732 | $5.84M | 0.01% | +3,890+66.6% | Added |
| Donaldson Capital Management, LLC | 9,763 | $5.86M | 0.22% | +302+3.2% | Added |
| Nissay Asset Management Corp | 9,613 | $5.86M | 0.04% | −7−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,220 | $5.96M | 0.53% | 00.0% | Unchanged |
| HRT Financial LP | 10,054 | $6.03M | 0.03% | −11,195−52.7% | Reduced |
| Advisors Capital Management, LLC | 10,288 | $6.17M | 0.10% | +207+2.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,322 | $6.19M | 0.01% | +2,115+25.8% | Added |
| Jensen Investment Management Inc | 10,350 | $6.21M | 0.06% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 10,354 | $6.21M | 2.16% | +143+1.4% | Added |
| Baldwin Brothers Inc | 10,476 | $6.29M | 0.43% | +579+5.9% | Added |
| New York Life Investment Management LLC | 10,481 | $6.29M | 0.06% | −1,112−9.6% | Reduced |
| Sone Capital Management, LLC | 10,514 | $6.31M | 0.80% | +10,514 | New |
| Marsico Capital Management LLC | 10,594 | $6.36M | 0.17% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,628 | $6.38M | 0.01% | −14−0.1% | Reduced |
| Brevan Howard Capital Management LP | 10,788 | $6.47M | 0.16% | −1,599−12.9% | Reduced |
| Evoke Wealth, LLC | 10,934 | $6.56M | 0.18% | −546−4.8% | Reduced |
| Jefferies Financial Group Inc. | 11,062 | $6.64M | 0.07% | −7,230−39.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,113 | $6.67M | 0.06% | +11,113 | New |
| United Services Automobile Association | 11,214 | $6.73M | 0.22% | 00.0% | Unchanged |
| Whitford Management LLC | 11,283 | $6.77M | 2.00% | +11,283 | New |
| State of Alaska, Department of Revenue | 11,315 | $6.79M | 0.08% | −200−1.7% | Reduced |
| Verition Fund Management LLC | 11,495 | $6.90M | 0.03% | +5,017+77.4% | Added |
| Heron Bay Capital Management | 11,607 | $6.96M | 1.46% | +95+0.8% | Added |
| AMG National Trust Bank | 11,771 | $7.06M | 0.19% | −154−1.3% | Reduced |
| GWM Advisors LLC | 11,850 | $7.11M | 0.04% | +591+5.2% | Added |
| Edmond de Rothschild Holding S.A. | 12,011 | $7.21M | 0.12% | −150−1.2% | Reduced |
| Lazard Asset Management LLC | 12,030 | $7.22M | 0.01% | +1,319+12.3% | Added |
| Toroso Investments, LLC | 12,059 | $7.24M | 0.06% | −150−1.2% | Reduced |
| Creative Planning | 12,064 | $7.24M | 0.01% | +974+8.8% | Added |
| M&T Bank Corp | 12,229 | $7.34M | 0.02% | −468−3.7% | Reduced |
| Bellwether Advisors, LLC | 12,234 | $7.34M | 1.31% | +1,184+10.7% | Added |
| Ieq Capital, LLC | 12,308 | $7.38M | 0.07% | +6,072+97.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,310 | $7.39M | 0.07% | −3,400−21.6% | Reduced |
| CIBC World Markets Corp | 12,373 | $7.42M | 0.04% | −2,866−18.8% | Reduced |
| KBC Group NV | 12,471 | $7.48M | 0.02% | +263+2.2% | Added |
| Utah Retirement Systems | 12,654 | $7.59M | 0.08% | −100−0.8% | Reduced |
| Middleton & Co Inc | 12,692 | $7.62M | 0.84% | −11−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,818 | $7.69M | 0.07% | +1,606+14.3% | Added |
| DnB Asset Management AS | 13,322 | $7.99M | 0.03% | +239+1.8% | Added |
| Ascent Wealth Partners, LLC | 13,390 | $8.03M | 1.08% | −59−0.4% | Reduced |
| Crestline Management, LP | 13,530 | $8.12M | 0.28% | −330−2.4% | Reduced |
| La Banque Postale Asset Management SA | 13,537 | $8.12M | 0.11% | +13,537 | New |
| Silvant Capital Management LLC | 13,603 | $8.16M | 0.34% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 13,705 | $8.22M | 0.53% | −6,561−32.4% | Reduced |
| TCW Group Inc | 13,824 | $8.29M | 0.07% | −5,135−27.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,046 | $8.43M | 0.86% | +23+0.2% | Added |
| Motley Fool Wealth Management, LLC | 14,210 | $8.46M | 0.44% | −480−3.3% | Reduced |
| Thematics Asset Management | 14,186 | $8.51M | 0.37% | −1,015−6.7% | Reduced |
| IFM Investors Pty Ltd | 14,446 | $8.67M | 0.09% | −1,432−9.0% | Reduced |
| AXA S.A. | 14,542 | $8.73M | 0.03% | −31,707−68.6% | Reduced |
| Strategic Global Advisors, LLC | 15,047 | $9.03M | 1.65% | +618+4.3% | Added |
| British Columbia Investment Management Corp | 15,060 | $9.04M | 0.05% | +1,843+13.9% | Added |
| USS Investment Management Ltd | 15,066 | $9.04M | 0.07% | −1,466−8.9% | Reduced |
| Pathstone Holdings, LLC | 15,156 | $9.09M | 0.04% | −85−0.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 15,166 | $9.10M | 1.77% | +1,847+13.9% | Added |
| Jump Financial, LLC | 15,328 | $9.20M | 0.19% | +6,952+83.0% | Added |
| Northwest & Ethical Investments L.P. | 15,400 | $9.24M | 0.25% | +5,698+58.7% | Added |
| Sterling Capital Management LLC | 15,770 | $9.46M | 0.13% | +261+1.7% | Added |
| Nutshell Asset Management Ltd | 16,016 | $9.61M | 6.07% | +16,016 | New |