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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.

Institutional holdersQ4 2024: 1,071 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ4 2024: $42.6B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2024.

Institutions holding MSCI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Geneos Wealth Management Inc.137$82.2K0.00%−5−3.5%Reduced
WPG Advisers, LLC131$78.6K0.07%+131New
Global Financial Private Client, LLC130$78.0K0.03%+1+0.8%Added
Cary Street Partners Financial LLC129$77.4K0.00%+129New
Pin Oak Investment Advisors Inc130$76.0K0.07%00.0%Unchanged
Whipplewood Advisors, LLC125$75.0K0.04%+125New
Sunbelt Securities, Inc.123$73.8K0.01%−43−25.9%Reduced
VisionPoint Advisory Group, LLC121$72.3K0.02%+121New
Global Retirement Partners, LLC117$70.2K0.00%−18−13.3%Reduced
SRS Capital Advisors, Inc.117$70.2K0.00%+21+21.9%Added
Sentry Investment Management LLC115$69.0K0.03%−229−66.6%Reduced
ORG Partners LLC114$68.4K0.01%00.0%Unchanged
Private Trust Co NA113$67.8K0.01%+36+46.8%Added
Quent Capital, LLC111$66.8K0.01%−4−3.5%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA110$66.0K0.02%+50+83.3%Added
Tobam106$64.0K0.02%−45−29.8%Reduced
Picton Mahoney Asset Management100$60.0K0.00%+100New
LRI Investments, LLC99$59.6K0.01%+55+125.0%Added
Geo Capital Gestora de Recursos Ltd97$58.0K0.07%−9−8.5%Reduced
Financial Network Wealth Advisors LLC93$55.8K0.10%−64−40.8%Reduced
Central Pacific Bank - Trust Division92$55.2K0.01%−29−24.0%Reduced
Riverview Trust Co86$51.6K0.05%00.0%Unchanged
First United Bank Trust85$51.0K0.02%00.0%Unchanged
Rothschild Investment LLC83$49.8K0.00%+3+3.8%Added
Pension & Wealth Management Advisors, Inc.83$49.8K0.02%+3+3.8%Added
Ridgewood Investments LLC82$49.2K0.02%00.0%Unchanged
Plante Moran Financial Advisors, LLC80$48.0K0.00%00.0%Unchanged
Arlington Trust Co LLC80$48.0K0.01%00.0%Unchanged
True Wealth Design, LLC78$46.8K0.02%+13+20.0%Added
Colonial Trust Co69$41.6K0.01%+38+122.6%Added
Compagnie Lombard Odier SCmA69$41.4K0.00%+69New
Johnson Financial Group, Inc.63$37.6K0.00%+47+293.8%Added
Farmers & Merchants Investments Inc61$36.6K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC61$36.6K0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund57$34.2K0.00%−2,993−98.1%Reduced
Hemington Wealth Management58$34.0K0.01%+10+20.8%Added
Trust Co of Vermont49$29.4K0.00%+15+44.1%Added
Rise Advisors, LLC48$29.0K0.01%+1+2.1%Added
Oarsman Capital, Inc.48$28.8K0.01%+3+6.7%Added
Larson Financial Group LLC45$27.0K0.00%−62−57.9%Reduced
Carolinas Wealth Consulting LLC45$27.0K0.01%00.0%Unchanged
Menard Financial Group LLC44$26.4K0.02%+44New
Aventura Private Wealth, LLC44$26.4K0.01%+44New
Migdal Insurance & Financial Holdings Ltd.44$26.0K0.00%+12+37.5%Added
Washington Trust Co41$24.6K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich35$22.9K0.00%+3+9.4%Added
Bell Investment Advisors, Inc37$22.2K0.00%00.0%Unchanged
UMA Financial Services, Inc.37$22.2K0.00%+37New
GW&K Investment Management, LLC36$22.0K0.00%00.0%Unchanged
Versant Capital Management, Inc36$21.6K0.00%+4+12.5%Added
Anchor Investment Management, LLC35$21.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.35$21.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc33$19.8K0.00%−14−29.8%Reduced
Rialto Wealth Management, LLC32$19.2K0.01%+32New
Raleigh Capital Management Inc.31$18.6K0.01%−6−16.2%Reduced
GPS Wealth Strategies Group, LLC31$18.4K0.00%00.0%Unchanged
Sierra Ocean, LLC26$15.7K0.01%+26New
Princeton Global Asset Management LLC26$15.6K0.00%00.0%Unchanged
Midwest Capital Advisors, LLC26$15.6K0.01%+26New
LGT Financial Advisors LLC25$15.0K0.03%00.0%Unchanged
Asset Dedication, LLC24$14.4K0.00%00.0%Unchanged
CoreCap Advisors, LLC24$14.4K0.00%−13−35.1%Reduced
Eagle Bay Advisors LLC24$14.4K0.01%−7−22.6%Reduced
Meeder Asset Management Inc22$13.2K0.00%−1−4.3%Reduced
Lee Danner & Bass Inc22$13.2K0.00%+22New
Golden State Wealth Management, LLC22$13.2K0.00%+22New
Harvest Fund Management Co., Ltd21$13.0K0.00%00.0%Unchanged
Battery Global Advisors, LLC21$12.7K0.01%00.0%Unchanged
Caitlin John, LLC20$12.1K0.01%00.0%Unchanged
Private Wealth Management Group, LLC20$12.0K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC20$12.0K0.00%00.0%Unchanged
Key Financial Inc19$11.4K0.00%+4+26.7%Added
Manchester Capital Management LLC18$10.8K0.00%−1−5.3%Reduced
Banque Transatlantique SA18$10.7K0.00%+18New
Davidson Capital Management Inc.16$9.60K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC16$9.60K0.00%00.0%Unchanged
TCTC Holdings, LLC16$9.60K0.00%+16New
Salem Investment Counselors Inc15$9.00K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.15$9.00K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.14$8.52K0.01%+14New
Mowery & Schoenfeld Wealth Management, LLC14$8.40K0.02%+14New
Truvestments Capital LLC14$8.40K0.00%00.0%Unchanged
Evergreen Private Wealth LLC14$8.40K0.00%00.0%Unchanged
Heritage Wealth Advisors14$8.40K0.00%+2+16.7%Added
Flagship Wealth Advisors, LLC14$8.40K0.00%+14New
Synergy Financial Management, LLC14$8.16K0.00%+14New
Avion Wealth14$8.00K0.00%+1+7.7%Added
Coppell Advisory Solutions LLC13$7.79K0.00%+8+160.0%Added
Kings Path Partners LLC12$7.20K0.00%00.0%Unchanged
Delta Asset Management LLC11$6.60K0.00%00.0%Unchanged
Eukles Asset Management11$6.60K0.00%00.0%Unchanged
Concord Wealth Partners11$6.60K0.00%00.0%Unchanged
WR Wealth Planners, LLC11$6.60K0.00%+1+10.0%Added
SJS Investment Consulting Inc.10$6.00K0.00%+3+42.9%Added
Ancora Advisors, LLC10$6.00K0.00%−279−96.5%Reduced
Independence Bank of Kentucky10$6.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC10$6.00K0.00%00.0%Unchanged
Abound Wealth Management9$5.40K0.00%00.0%Unchanged
Albion Financial Group9$5.40K0.00%00.0%Unchanged
First Pacific Financial9$5.40K0.00%00.0%Unchanged