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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 12,229 | $7.34M | 0.02% | −468−3.7% | Reduced |
| Creative Planning | 12,064 | $7.24M | 0.01% | +974+8.8% | Added |
| Toroso Investments, LLC | 12,059 | $7.24M | 0.06% | −150−1.2% | Reduced |
| Lazard Asset Management LLC | 12,030 | $7.22M | 0.01% | +1,319+12.3% | Added |
| Edmond de Rothschild Holding S.A. | 12,011 | $7.21M | 0.12% | −150−1.2% | Reduced |
| GWM Advisors LLC | 11,850 | $7.11M | 0.04% | +591+5.2% | Added |
| AMG National Trust Bank | 11,771 | $7.06M | 0.19% | −154−1.3% | Reduced |
| Heron Bay Capital Management | 11,607 | $6.96M | 1.46% | +95+0.8% | Added |
| Verition Fund Management LLC | 11,495 | $6.90M | 0.03% | +5,017+77.4% | Added |
| State of Alaska, Department of Revenue | 11,315 | $6.79M | 0.08% | −200−1.7% | Reduced |
| Whitford Management LLC | 11,283 | $6.77M | 2.00% | +11,283 | New |
| United Services Automobile Association | 11,214 | $6.73M | 0.22% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,113 | $6.67M | 0.06% | +11,113 | New |
| Jefferies Financial Group Inc. | 11,062 | $6.64M | 0.07% | −7,230−39.5% | Reduced |
| Evoke Wealth, LLC | 10,934 | $6.56M | 0.18% | −546−4.8% | Reduced |
| Brevan Howard Capital Management LP | 10,788 | $6.47M | 0.16% | −1,599−12.9% | Reduced |
| Cetera Investment Advisers | 10,628 | $6.38M | 0.01% | −14−0.1% | Reduced |
| Marsico Capital Management LLC | 10,594 | $6.36M | 0.17% | 00.0% | Unchanged |
| Sone Capital Management, LLC | 10,514 | $6.31M | 0.80% | +10,514 | New |
| New York Life Investment Management LLC | 10,481 | $6.29M | 0.06% | −1,112−9.6% | Reduced |
| Baldwin Brothers Inc | 10,476 | $6.29M | 0.43% | +579+5.9% | Added |
| Fernwood Investment Management, LLC | 10,354 | $6.21M | 2.16% | +143+1.4% | Added |
| Jensen Investment Management Inc | 10,350 | $6.21M | 0.06% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 10,322 | $6.19M | 0.01% | +2,115+25.8% | Added |
| Advisors Capital Management, LLC | 10,288 | $6.17M | 0.10% | +207+2.1% | Added |
| HRT Financial LP | 10,054 | $6.03M | 0.03% | −11,195−52.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,220 | $5.96M | 0.53% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 9,613 | $5.86M | 0.04% | −7−0.1% | Reduced |
| Donaldson Capital Management, LLC | 9,763 | $5.86M | 0.22% | +302+3.2% | Added |
| Pacer Advisors, Inc. | 9,732 | $5.84M | 0.01% | +3,890+66.6% | Added |
| Level Four Advisory Services, LLC | 9,585 | $5.75M | 0.24% | +633+7.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 9,467 | $5.68M | 0.03% | +9,467 | New |
| LGT Group Foundation | 9,459 | $5.68M | 0.09% | +289+3.2% | Added |
| Janus Henderson Group PLC | 9,424 | $5.66M | 0.00% | −221−2.3% | Reduced |
| Mutual of America Capital Management LLC | 9,388 | $5.63M | 0.06% | −298−3.1% | Reduced |
| Unio Capital LLC | 9,338 | $5.60M | 2.00% | +9,338 | New |
| Financial Counselors Inc | 9,233 | $5.54M | 0.08% | −8−0.1% | Reduced |
| Yousif Capital Management, LLC | 9,212 | $5.53M | 0.06% | −370−3.9% | Reduced |
| CIBC World Markets Inc. | 9,181 | $5.51M | 0.01% | +1,541+20.2% | Added |
| JustInvest LLC | 9,122 | $5.47M | 0.08% | +528+6.1% | Added |
| CWM Advisors, LLC | 8,984 | $5.39M | 0.60% | +20.0% | Added |
| Andra AP-fonden | 8,800 | $5.28M | 0.08% | −3,100−26.1% | Reduced |
| Logan Capital Management Inc | 8,774 | $5.26M | 0.22% | −1,863−17.5% | Reduced |
| Modera Wealth Management, LLC | 8,685 | $5.21M | 0.06% | −3,289−27.5% | Reduced |
| Empire Life Investments Inc. | 8,676 | $5.21M | 0.33% | −70−0.8% | Reduced |
| Sustainable Insight Capital Management, LLC | 8,534 | $5.12M | 2.24% | +2,919+52.0% | Added |
| T. Rowe Price Investment Management, Inc. | 8,425 | $5.06M | 0.00% | +2,787+49.4% | Added |
| Fortis Capital Management LLC | 8,227 | $4.94M | 0.92% | +151+1.9% | Added |
| FourThought Financial Partners, LLC | 8,144 | $4.89M | 0.51% | +2,218+37.4% | Added |
| Quadrature Capital Ltd | 8,010 | $4.81M | 0.10% | −274−3.3% | Reduced |
| Clear Harbor Asset Management, LLC | 7,957 | $4.77M | 0.38% | −95−1.2% | Reduced |
| Vident Advisory, LLC | 7,694 | $4.62M | 0.08% | +752+10.8% | Added |
| Steward Partners Investment Advisory, LLC | 7,630 | $4.58M | 0.04% | +172+2.3% | Added |
| Alberta Investment Management Corp | 7,600 | $4.56M | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 7,493 | $4.50M | 0.17% | +852+12.8% | Added |
| Mizuho Securities USA LLC | 7,428 | $4.46M | 0.08% | +2,328+45.6% | Added |
| Scotia Capital Inc. | 7,397 | $4.44M | 0.02% | +1,348+22.3% | Added |
| Ethic Inc. | 7,397 | $4.44M | 0.09% | +644+9.5% | Added |
| Roundview Capital LLC | 7,396 | $4.44M | 0.31% | −22−0.3% | Reduced |
| Alps Advisors Inc | 7,333 | $4.40M | 0.03% | −24−0.3% | Reduced |
| Portside Wealth Group, LLC | 7,331 | $4.40M | 0.73% | −368−4.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 7,292 | $4.38M | 0.80% | +80+1.1% | Added |
| iA Global Asset Management Inc. | 7,258 | $4.36M | 0.08% | +1,801+33.0% | Added |
| Qsemble Capital Management, LP | 7,229 | $4.34M | 0.58% | +6,868+1,902.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 7,157 | $4.29M | 0.63% | −12,617−63.8% | Reduced |
| Tsai Capital Corp | 7,123 | $4.27M | 3.11% | +611+9.4% | Added |
| Yacktman Asset Management LP | 7,110 | $4.27M | 0.05% | 00.0% | Unchanged |
| Bell Asset Management Ltd | 7,067 | $4.24M | 0.77% | −1,705−19.4% | Reduced |
| DJE Kapital AG | 7,100 | $4.24M | 0.10% | +7,100 | New |
| Davenport & Co LLC | 6,950 | $4.17M | 0.02% | −190−2.7% | Reduced |
| Assetmark, Inc | 6,938 | $4.16M | 0.01% | +690+11.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,773 | $4.12M | 0.02% | +1,778+35.6% | Added |
| Federation des caisses Desjardins du Quebec | 6,861 | $4.12M | 0.02% | +4,740+223.5% | Added |
| Fieldview Capital Management, LLC | 6,788 | $4.07M | 0.63% | +6,788 | New |
| Oregon Public Employees Retirement Fund | 6,718 | $4.03M | 0.07% | +7+0.1% | Added |
| Evelyn Partners Investment Management LLP | 6,717 | $4.03M | 0.13% | +6,717 | New |
| Wealth Enhancement Advisory Services, LLC | 6,699 | $4.02M | 0.01% | +2,821+72.7% | Added |
| Holocene Advisors, LP | 6,646 | $3.99M | 0.01% | +6,646 | New |
| Knollwood Investment Advisory, LLC | 6,597 | $3.96M | 0.41% | 00.0% | Unchanged |
| Avanda Investment Management Pte. Ltd. | 6,567 | $3.94M | 1.25% | −535−7.5% | Reduced |
| Headlands Technologies LLC | 6,479 | $3.89M | 0.39% | +2,513+63.4% | Added |
| Commonwealth Equity Services, LLC | 6,328 | $3.80M | 0.01% | −2,944−31.8% | Reduced |
| UniSuper Management Pty Ltd | 6,319 | $3.79M | 0.03% | +1,161+22.5% | Added |
| Gulf International Bank (UK) Ltd | 6,264 | $3.76M | 0.10% | −63−1.0% | Reduced |
| Icon Wealth Advisors, LLC | 6,260 | $3.76M | 0.31% | +100+1.6% | Added |
| Sanctuary Advisors, LLC | 6,329 | $3.74M | 0.02% | −83−1.3% | Reduced |
| MML Investors Services, LLC | 6,215 | $3.73M | 0.01% | +75+1.2% | Added |
| PGGM Investments | 6,095 | $3.66M | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,983 | $3.59M | 0.11% | +1,131+23.3% | Added |
| Algert Global LLC | 5,924 | $3.55M | 0.08% | +165+2.9% | Added |
| Teachers Retirement System of the State of Kentucky | 5,920 | $3.55M | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,868 | $3.52M | 0.01% | −719−10.9% | Reduced |
| Wealthfront Advisers LLC | 5,861 | $3.52M | 0.01% | +655+12.6% | Added |
| Advisor Group Holdings, Inc. | 14,231 | $3.50M | 0.01% | +9,133+179.1% | Added |
| Ghe, LLC | 5,670 | $3.40M | 1.35% | +198+3.6% | Added |
| Squarepoint Ops LLC | 5,584 | $3.35M | 0.01% | −3,322−37.3% | Reduced |
| Synovus Financial Corp | 5,557 | $3.33M | 0.04% | +40+0.7% | Added |
| Avanza Fonder AB | 5,514 | $3.31M | 0.10% | +5,514 | New |
| Cumberland Partners Ltd | 5,500 | $3.30M | 0.23% | +3,000+120.0% | Added |
| Kentucky Retirement Systems | 5,405 | $3.24M | 0.10% | −74−1.4% | Reduced |