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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 29,950 | $18.0M | 0.72% | −120.0% | Reduced |
| Vontobel Holding Ltd. | 29,527 | $17.7M | 0.06% | −6,080−17.1% | Reduced |
| Forsta Ap-Fonden | 29,400 | $17.6M | 0.13% | +5,600+23.5% | Added |
| State of Tennessee, Treasury Department | 29,275 | $17.6M | 0.06% | +7,012+31.5% | Added |
| D. E. Shaw & Co., Inc. | 28,934 | $17.4M | 0.02% | −140,084−82.9% | Reduced |
| Vinva Investment Management Ltd | 28,912 | $17.3M | 0.68% | +8,068+38.7% | Added |
| Stifel Financial Corp | 28,634 | $17.2M | 0.02% | −157−0.5% | Reduced |
| State of New Jersey Common Pension Fund D | 28,651 | $17.2M | 0.07% | −552−1.9% | Reduced |
| Jane Street Group, LLC | 27,957 | $16.8M | 0.03% | −21,874−43.9% | Reduced |
| Rafferty Asset Management, LLC | 27,655 | $16.6M | 0.06% | +989+3.7% | Added |
| Engineers Gate Manager LP | 27,090 | $16.3M | 0.28% | +13,140+94.2% | Added |
| Capital International Inc | 26,896 | $16.1M | 0.19% | −8,490−24.0% | Reduced |
| Glenmede Trust Co NA | 26,844 | $16.1M | 0.08% | −1,304−4.6% | Reduced |
| Copeland Capital Management, LLC | 26,803 | $16.1M | 0.30% | −4,095−13.3% | Reduced |
| Nisa Investment Advisors, LLC | 26,643 | $16.0M | 0.06% | +691+2.7% | Added |
| KLP Kapitalforvaltning AS | 26,600 | $16.0M | 0.08% | +26,600 | New |
| TCG Advisory Services, LLC | 26,204 | $15.7M | 0.66% | −95−0.4% | Reduced |
| FIL Ltd | 25,822 | $15.5M | 0.01% | +1,014+4.1% | Added |
| Comerica Bank | 25,493 | $15.3M | 0.06% | −405−1.6% | 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 |
| Marshall Wace, LLP | 25,062 | $15.0M | 0.02% | −28,454−53.2% | Reduced |
| C WorldWide Group Holding A/S | 24,908 | $14.9M | 0.18% | −77,409−75.7% | Reduced |
| Fred Alger Management, LLC | 24,608 | $14.8M | 0.07% | +6,571+36.4% | Added |
| Resona Asset Management Co.,Ltd. | 24,403 | $14.7M | 0.09% | −1,336−5.2% | Reduced |
| Handelsbanken Fonder AB | 23,928 | $14.4M | 0.05% | +1,524+6.8% | Added |
| Caisse de Depot Et Placement du Quebec | 23,926 | $14.4M | 0.03% | +14,126+144.1% | Added |
| Candriam Luxembourg S.C.A. | 23,603 | $14.2M | 0.08% | −276−1.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,321 | $14.0M | 0.14% | −833−3.4% | Reduced |
| Walter Public Investments Inc. | 23,265 | $14.0M | 2.50% | +3,634+18.5% | Added |
| Mogy Joel R Investment Counsel Inc | 23,048 | $13.8M | 0.82% | +1,136+5.2% | Added |
| MetLife Investment Management | 22,644 | $13.6M | 0.07% | +197+0.9% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 23,300 | $13.5M | 1.68% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,471 | $13.5M | 0.08% | −244−1.1% | Reduced |
| Colony Group, LLC | 22,451 | $13.5M | 0.04% | +15,547+225.2% | Added |
| Spence Asset Management | 22,143 | $13.3M | 2.90% | +187+0.9% | Added |
| Mediolanum International Funds Ltd | 21,868 | $13.1M | 0.17% | +15,005+218.6% | Added |
| Marks Group Wealth Management, Inc | 21,563 | $12.9M | 1.27% | +598+2.9% | Added |
| 2Xideas AG | 21,557 | $12.9M | 1.73% | +5,625+35.3% | Added |
| Corebridge Financial, Inc. | 21,328 | $12.8M | 0.07% | +23+0.1% | Added |
| Moran Wealth Management, LLC | 20,574 | $12.3M | 0.39% | +451+2.2% | Added |
| Public Sector Pension Investment Board | 20,374 | $12.2M | 0.05% | +6,598+47.9% | Added |
| RBF Capital, LLC | 20,000 | $12.0M | 0.62% | 00.0% | Unchanged |
| Mariner, LLC | 19,824 | $11.9M | 0.02% | +492+2.5% | Added |
| Trillium Asset Management, LLC | 19,709 | $11.8M | 0.31% | −1,724−8.0% | Reduced |
| Commerce Bank | 19,631 | $11.8M | 0.07% | −661−3.3% | Reduced |
| Xponance, Inc. | 19,597 | $11.8M | 0.11% | +340+1.8% | Added |
| Cerity Partners LLC | 19,445 | $11.5M | 0.03% | +2,116+12.2% | Added |
| First Horizon Advisors, Inc. | 18,875 | $11.3M | 0.32% | −84−0.4% | Reduced |
| Empower Advisory Group, LLC | 18,796 | $11.3M | 0.04% | −76−0.4% | Reduced |
| Truist Financial Corp | 18,618 | $11.2M | 0.02% | −310−1.6% | Reduced |
| BNP Paribas | 18,563 | $11.1M | 0.45% | −222−1.2% | Reduced |
| Overbrook Management Corp | 18,422 | $11.1M | 2.38% | −770−4.0% | Reduced |
| Choate Investment Advisors | 18,098 | $10.9M | 0.26% | +12,699+235.2% | Added |
| Aquatic Capital Management LLC | 18,056 | $10.8M | 0.29% | +9,896+121.3% | Added |
| ProShare Advisors LLC | 17,995 | $10.8M | 0.02% | +1,688+10.4% | Added |
| United Capital Financial Advisers, LLC | 17,890 | $10.7M | 0.09% | −980−5.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,608 | $10.6M | 0.11% | +70+0.4% | Added |
| First Long Island Investors, LLC | 17,574 | $10.5M | 0.84% | +584+3.4% | Added |
| Boothbay Fund Management, LLC | 17,274 | $10.4M | 0.32% | +8,304+92.6% | Added |
| The PNC Financial Services Group, Inc. | 17,003 | $10.2M | 0.01% | −531−3.0% | Reduced |
| Montanaro Asset Management Ltd | 17,000 | $10.2M | 2.11% | −1,600−8.6% | Reduced |
| Czech National Bank | 16,993 | $10.2M | 0.09% | +972+6.1% | Added |
| Retirement Systems of Alabama | 16,967 | $10.2M | 0.04% | −230−1.3% | Reduced |
| Atria Investments LLC | 16,677 | $10.0M | 0.12% | −581−3.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 16,664 | $10.0M | 0.06% | −457−2.7% | Reduced |
| Amalgamated Bank | 16,318 | $9.79M | 0.08% | −17−0.1% | Reduced |
| Daiwa Securities Group Inc. | 16,241 | $9.74M | 0.04% | +3,111+23.7% | Added |
| Stony Point Capital LLC | 16,207 | $9.72M | 2.23% | 00.0% | Unchanged |
| M&G Plc | 16,187 | $9.71M | 0.06% | −1,043−6.1% | Reduced |
| Progressive Investment Management Corp | 16,041 | $9.62M | 2.47% | −316−1.9% | Reduced |
| Nutshell Asset Management Ltd | 16,016 | $9.61M | 6.07% | +16,016 | New |
| Sterling Capital Management LLC | 15,770 | $9.46M | 0.13% | +261+1.7% | Added |
| Northwest & Ethical Investments L.P. | 15,400 | $9.24M | 0.25% | +5,698+58.7% | Added |
| Jump Financial, LLC | 15,328 | $9.20M | 0.19% | +6,952+83.0% | Added |
| EFG Asset Management (Americas) Corp. | 15,166 | $9.10M | 1.77% | +1,847+13.9% | Added |
| Pathstone Holdings, LLC | 15,156 | $9.09M | 0.04% | −85−0.6% | Reduced |
| USS Investment Management Ltd | 15,066 | $9.04M | 0.07% | −1,466−8.9% | Reduced |
| British Columbia Investment Management Corp | 15,060 | $9.04M | 0.05% | +1,843+13.9% | Added |
| Strategic Global Advisors, LLC | 15,047 | $9.03M | 1.65% | +618+4.3% | Added |
| AXA S.A. | 14,542 | $8.73M | 0.03% | −31,707−68.6% | Reduced |
| IFM Investors Pty Ltd | 14,446 | $8.67M | 0.09% | −1,432−9.0% | Reduced |
| Thematics Asset Management | 14,186 | $8.51M | 0.37% | −1,015−6.7% | Reduced |
| Motley Fool Wealth Management, LLC | 14,210 | $8.46M | 0.44% | −480−3.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 14,046 | $8.43M | 0.86% | +23+0.2% | Added |
| TCW Group Inc | 13,824 | $8.29M | 0.07% | −5,135−27.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 13,705 | $8.22M | 0.53% | −6,561−32.4% | Reduced |
| Silvant Capital Management LLC | 13,603 | $8.16M | 0.34% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 13,537 | $8.12M | 0.11% | +13,537 | New |
| Crestline Management, LP | 13,530 | $8.12M | 0.28% | −330−2.4% | Reduced |
| Ascent Wealth Partners, LLC | 13,390 | $8.03M | 1.08% | −59−0.4% | Reduced |
| DnB Asset Management AS | 13,322 | $7.99M | 0.03% | +239+1.8% | Added |
| O'Shaughnessy Asset Management, LLC | 12,818 | $7.69M | 0.07% | +1,606+14.3% | Added |
| Middleton & Co Inc | 12,692 | $7.62M | 0.84% | −11−0.1% | Reduced |
| Utah Retirement Systems | 12,654 | $7.59M | 0.08% | −100−0.8% | Reduced |
| KBC Group NV | 12,471 | $7.48M | 0.02% | +263+2.2% | Added |
| CIBC World Markets Corp | 12,373 | $7.42M | 0.04% | −2,866−18.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,310 | $7.39M | 0.07% | −3,400−21.6% | Reduced |
| Ieq Capital, LLC | 12,308 | $7.38M | 0.07% | +6,072+97.4% | Added |
| Bellwether Advisors, LLC | 12,234 | $7.34M | 1.31% | +1,184+10.7% | Added |