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 |
|---|---|---|---|---|---|
| Progressive Investment Management Corp | 16,041 | $9.62M | 2.47% | −316−1.9% | Reduced |
| M&G Plc | 16,187 | $9.71M | 0.06% | −1,043−6.1% | Reduced |
| Stony Point Capital LLC | 16,207 | $9.72M | 2.23% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 16,241 | $9.74M | 0.04% | +3,111+23.7% | Added |
| Amalgamated Bank | 16,318 | $9.79M | 0.08% | −17−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,664 | $10.0M | 0.06% | −457−2.7% | Reduced |
| Atria Investments LLC | 16,677 | $10.0M | 0.12% | −581−3.4% | Reduced |
| Retirement Systems of Alabama | 16,967 | $10.2M | 0.04% | −230−1.3% | Reduced |
| Czech National Bank | 16,993 | $10.2M | 0.09% | +972+6.1% | Added |
| Montanaro Asset Management Ltd | 17,000 | $10.2M | 2.11% | −1,600−8.6% | Reduced |
| The PNC Financial Services Group, Inc. | 17,003 | $10.2M | 0.01% | −531−3.0% | Reduced |
| Boothbay Fund Management, LLC | 17,274 | $10.4M | 0.32% | +8,304+92.6% | Added |
| First Long Island Investors, LLC | 17,574 | $10.5M | 0.84% | +584+3.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,608 | $10.6M | 0.11% | +70+0.4% | Added |
| United Capital Financial Advisers, LLC | 17,890 | $10.7M | 0.09% | −980−5.2% | Reduced |
| ProShare Advisors LLC | 17,995 | $10.8M | 0.02% | +1,688+10.4% | Added |
| Aquatic Capital Management LLC | 18,056 | $10.8M | 0.29% | +9,896+121.3% | Added |
| Choate Investment Advisors | 18,098 | $10.9M | 0.26% | +12,699+235.2% | Added |
| Overbrook Management Corp | 18,422 | $11.1M | 2.38% | −770−4.0% | Reduced |
| BNP Paribas | 18,563 | $11.1M | 0.45% | −222−1.2% | Reduced |
| Truist Financial Corp | 18,618 | $11.2M | 0.02% | −310−1.6% | Reduced |
| Empower Advisory Group, LLC | 18,796 | $11.3M | 0.04% | −76−0.4% | Reduced |
| First Horizon Advisors, Inc. | 18,875 | $11.3M | 0.32% | −84−0.4% | Reduced |
| Cerity Partners LLC | 19,445 | $11.5M | 0.03% | +2,116+12.2% | Added |
| Xponance, Inc. | 19,597 | $11.8M | 0.11% | +340+1.8% | Added |
| Commerce Bank | 19,631 | $11.8M | 0.07% | −661−3.3% | Reduced |
| Trillium Asset Management, LLC | 19,709 | $11.8M | 0.31% | −1,724−8.0% | Reduced |
| Mariner, LLC | 19,824 | $11.9M | 0.02% | +492+2.5% | Added |
| RBF Capital, LLC | 20,000 | $12.0M | 0.62% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 20,374 | $12.2M | 0.05% | +6,598+47.9% | Added |
| Moran Wealth Management, LLC | 20,574 | $12.3M | 0.39% | +451+2.2% | Added |
| Corebridge Financial, Inc. | 21,328 | $12.8M | 0.07% | +23+0.1% | Added |
| 2Xideas AG | 21,557 | $12.9M | 1.73% | +5,625+35.3% | Added |
| Marks Group Wealth Management, Inc | 21,563 | $12.9M | 1.27% | +598+2.9% | Added |
| Mediolanum International Funds Ltd | 21,868 | $13.1M | 0.17% | +15,005+218.6% | Added |
| Spence Asset Management | 22,143 | $13.3M | 2.90% | +187+0.9% | Added |
| Colony Group, LLC | 22,451 | $13.5M | 0.04% | +15,547+225.2% | Added |
| Arizona State Retirement System | 22,471 | $13.5M | 0.08% | −244−1.1% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $13.5M | 1.68% | 00.0% | Unchanged |
| MetLife Investment Management | 22,644 | $13.6M | 0.07% | +197+0.9% | Added |
| Mogy Joel R Investment Counsel Inc | 23,048 | $13.8M | 0.82% | +1,136+5.2% | Added |
| Walter Public Investments Inc. | 23,265 | $14.0M | 2.50% | +3,634+18.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 23,321 | $14.0M | 0.14% | −833−3.4% | Reduced |
| Candriam Luxembourg S.C.A. | 23,603 | $14.2M | 0.08% | −276−1.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 23,926 | $14.4M | 0.03% | +14,126+144.1% | Added |
| Handelsbanken Fonder AB | 23,928 | $14.4M | 0.05% | +1,524+6.8% | Added |
| Resona Asset Management Co.,Ltd. | 24,403 | $14.7M | 0.09% | −1,336−5.2% | Reduced |
| Fred Alger Management, LLC | 24,608 | $14.8M | 0.07% | +6,571+36.4% | Added |
| C WorldWide Group Holding A/S | 24,908 | $14.9M | 0.18% | −77,409−75.7% | Reduced |
| Marshall Wace, LLP | 25,062 | $15.0M | 0.02% | −28,454−53.2% | Reduced |
| Brinker Capital Investments, LLC | 25,119 | $15.1M | 0.15% | −2,486−9.0% | Reduced |
| Orion Portfolio Solutions, LLC | 25,119 | $15.1M | 0.15% | −2,486−9.0% | Reduced |
| Comerica Bank | 25,493 | $15.3M | 0.06% | −405−1.6% | Reduced |
| FIL Ltd | 25,822 | $15.5M | 0.01% | +1,014+4.1% | Added |
| TCG Advisory Services, LLC | 26,204 | $15.7M | 0.66% | −95−0.4% | Reduced |
| KLP Kapitalforvaltning AS | 26,600 | $16.0M | 0.08% | +26,600 | New |
| Nisa Investment Advisors, LLC | 26,643 | $16.0M | 0.06% | +691+2.7% | Added |
| Copeland Capital Management, LLC | 26,803 | $16.1M | 0.30% | −4,095−13.3% | Reduced |
| Glenmede Trust Co NA | 26,844 | $16.1M | 0.08% | −1,304−4.6% | Reduced |
| Capital International Inc | 26,896 | $16.1M | 0.19% | −8,490−24.0% | Reduced |
| Engineers Gate Manager LP | 27,090 | $16.3M | 0.28% | +13,140+94.2% | Added |
| Rafferty Asset Management, LLC | 27,655 | $16.6M | 0.06% | +989+3.7% | Added |
| Jane Street Group, LLC | 27,957 | $16.8M | 0.03% | −21,874−43.9% | Reduced |
| State of New Jersey Common Pension Fund D | 28,651 | $17.2M | 0.07% | −552−1.9% | Reduced |
| Stifel Financial Corp | 28,634 | $17.2M | 0.02% | −157−0.5% | Reduced |
| Vinva Investment Management Ltd | 28,912 | $17.3M | 0.68% | +8,068+38.7% | Added |
| D. E. Shaw & Co., Inc. | 28,934 | $17.4M | 0.02% | −140,084−82.9% | Reduced |
| State of Tennessee, Treasury Department | 29,275 | $17.6M | 0.06% | +7,012+31.5% | Added |
| Forsta Ap-Fonden | 29,400 | $17.6M | 0.13% | +5,600+23.5% | Added |
| Vontobel Holding Ltd. | 29,527 | $17.7M | 0.06% | −6,080−17.1% | Reduced |
| Texas Yale Capital Corp. | 29,950 | $18.0M | 0.72% | −120.0% | Reduced |
| Pittenger & Anderson Inc | 29,999 | $18.0M | 0.65% | +447+1.5% | Added |
| First Trust Advisors LP | 30,406 | $18.2M | 0.02% | +29,816+5,053.6% | Added |
| Boston Financial Mangement LLC | 30,933 | $18.6M | 0.56% | +669+2.2% | Added |
| Asset Management One Co.,Ltd. | 30,488 | $18.6M | 0.06% | −27−0.1% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 31,232 | $18.7M | 4.86% | −10,551−25.3% | Reduced |
| Royal London Asset Management Ltd | 31,542 | $18.9M | 0.05% | +401+1.3% | Added |
| Fayez Sarofim & Co | 31,765 | $19.1M | 0.05% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 32,090 | $19.3M | 0.35% | +1,089+3.5% | Added |
| Public Employees Retirement System of Ohio | 32,883 | $19.7M | 0.07% | −1,275−3.7% | Reduced |
| London & Capital Asset Management Ltd | 33,585 | $20.2M | 1.72% | −1,382−4.0% | Reduced |
| TD Asset Management Inc | 34,038 | $20.4M | 0.02% | +324+1.0% | Added |
| Jain Global LLC | 34,188 | $20.5M | 0.61% | +34,188 | New |
| Twinbeech Capital LP | 34,303 | $20.6M | 0.35% | +34,303 | New |
| Treasurer of the State of North Carolina | 34,329 | $20.6M | 0.08% | −50−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33,379 | $20.8M | 0.18% | −201−0.6% | Reduced |
| Azimuth Capital Investment Management LLC | 34,720 | $20.8M | 0.81% | +15,507+80.7% | Added |
| State of Michigan Retirement System | 35,202 | $21.1M | 0.11% | −3,100−8.1% | Reduced |
| Parnassus Investments | 35,504 | $21.3M | 0.05% | −498−1.4% | Reduced |
| Gillson Capital LP | 35,577 | $21.3M | 1.92% | +4,478+14.4% | Added |
| Coalescence Partners Investment Management, LP | 35,690 | $21.4M | 8.16% | +2,676+8.1% | Added |
| Groupe la Francaise | 403,224 | $21.6M | 0.56% | +403,224 | New |
| Weiss Asset Management LP | 36,455 | $21.9M | 0.50% | +36,455 | New |
| Oppenheimer Asset Management Inc. | 37,021 | $22.2M | 0.27% | −1,080−2.8% | Reduced |
| Pictet Asset Management Holding SA | 37,352 | $22.4M | 0.02% | +483+1.3% | Added |
| Hantz Financial Services, Inc. | 37,387 | $22.4M | 0.39% | −2,123−5.4% | Reduced |
| Dock Street Asset Management Inc | 39,346 | $23.6M | 2.83% | +405+1.0% | Added |
| Investment Management Corp of Ontario | 39,719 | $23.8M | 0.79% | −400−1.0% | Reduced |
| Acadian Asset Management LLC | 40,273 | $24.2M | 0.07% | +22,357+124.8% | Added |
| Toronto Dominion Bank | 42,188 | $25.3M | 0.05% | +2,955+7.5% | Added |