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 |
|---|---|---|---|---|---|
| Vanderbilt University | 5,378 | $3.23M | 0.63% | −666−11.0% | Reduced |
| Intech Investment Management LLC | 5,251 | $3.15M | 0.03% | +4,607+715.4% | Added |
| Alamar Capital Management, LLC | 5,221 | $3.13M | 1.71% | −297−5.4% | Reduced |
| Advisors Asset Management, Inc. | 5,087 | $3.05M | 0.06% | +1,686+49.6% | Added |
| Alliance Wealth Advisors, LLC | 5,044 | $3.03M | 0.78% | −341−6.3% | Reduced |
| Tocqueville Asset Management L.P. | 5,041 | $3.02M | 0.05% | +365+7.8% | Added |
| Apollon Wealth Management, LLC | 5,012 | $3.01M | 0.07% | +1,559+45.1% | Added |
| Union Bancaire Privee, UBP SA | 4,848 | $2.96M | 0.05% | +4,848 | New |
| Cornerstone Advisors, LLC | 4,900 | $2.94M | 0.12% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 4,909 | $2.93M | 0.46% | −7−0.1% | Reduced |
| Freedom Day Solutions, LLC | 4,878 | $2.93M | 0.88% | +301+6.6% | Added |
| Hartford Investment Management Co | 4,852 | $2.91M | 0.10% | −94−1.9% | Reduced |
| CWM, LLC | 4,794 | $2.88M | 0.01% | +976+25.6% | Added |
| LGT Fund Management Co Ltd. | 4,785 | $2.87M | 0.25% | +329+7.4% | Added |
| Swiss Life Asset Management Ltd | 4,766 | $2.86M | 0.02% | +739+18.4% | Added |
| US Bancorp | 4,750 | $2.85M | 0.00% | +282+6.3% | Added |
| Woodline Partners LP | 4,739 | $2.84M | 0.02% | +4,739 | New |
| Norden Group LLC | 4,620 | $2.77M | 0.31% | −218−4.5% | Reduced |
| Teza Capital Management LLC | 4,576 | $2.75M | 0.42% | +2,209+93.3% | Added |
| Dash Acquisitions Inc. | 4,358 | $2.74M | 0.58% | +655+17.7% | Added |
| Abn Amro Investment Solutions | 4,542 | $2.73M | 0.05% | +534+13.3% | Added |
| Ofi Invest Asset Management | 4,690 | $2.72M | 0.06% | +4,690 | New |
| Plato Investment Management Ltd | 4,399 | $2.65M | 0.19% | +114+2.7% | Added |
| MV Capital Management, Inc. | 4,394 | $2.64M | 0.28% | −16−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,391 | $2.63M | 0.01% | +89+2.1% | Added |
| Sumitomo Life Insurance Co | 4,326 | $2.60M | 0.05% | −78−1.8% | Reduced |
| TD Private Client Wealth LLC | 4,307 | $2.58M | 0.07% | +1,092+34.0% | Added |
| Caxton Associates LP | 4,291 | $2.57M | 0.08% | +4,291 | New |
| Value Partners Investments Inc. | 4,285 | $2.57M | 1.45% | +151+3.7% | Added |
| Norinchukin Bank, The | 4,281 | $2.57M | 0.05% | +138+3.3% | Added |
| E. Ohman J:or Asset Management AB | 4,273 | $2.56M | 0.06% | −15−0.3% | Reduced |
| Securian Asset Management, Inc | 4,237 | $2.54M | 0.07% | −100−2.3% | Reduced |
| Groupama Asset Managment | 4,211 | $2.53M | 0.05% | +1,663+65.3% | Added |
| Louisiana State Employees Retirement System | 4,200 | $2.52M | 0.05% | −200−4.5% | Reduced |
| Spire Wealth Management | 4,190 | $2.51M | 0.08% | +1,153+38.0% | Added |
| Kestra Advisory Services, LLC | 4,134 | $2.48M | 0.01% | −1,146−21.7% | Reduced |
| Delta Investment Management, LLC | 4,092 | $2.46M | 0.48% | +80+2.0% | Added |
| Allianz SE | 4,075 | $2.44M | 0.06% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,058 | $2.43M | 0.05% | −332−7.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,050 | $2.43M | 0.25% | +4,050 | New |
| Canandaigua National Bank & Trust Co | 4,048 | $2.43M | 0.24% | −86−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,043 | $2.43M | 0.00% | +80+2.0% | Added |
| Kirtland Hills Capital Management, LLC | 3,993 | $2.40M | 1.53% | +159+4.1% | Added |
| Change Path, LLC | 3,953 | $2.37M | 0.07% | −125−3.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,907 | $2.34M | 0.03% | −24,053−86.0% | Reduced |
| Grove Bank & Trust | 3,902 | $2.34M | 0.32% | +123+3.3% | Added |
| Dakota Wealth Management | 3,875 | $2.32M | 0.05% | −200−4.9% | Reduced |
| Dynasty Wealth Management, LLC | 3,778 | $2.27M | 0.04% | +95+2.6% | Added |
| Shelton Capital Management | 3,744 | $2.25M | 0.06% | −24−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,743 | $2.25M | 0.01% | −15,633−80.7% | Reduced |
| Mercer Global Advisors Inc | 3,743 | $2.25M | 0.01% | +722+23.9% | Added |
| Aurora Investment Managers, LLC. | 3,730 | $2.24M | 1.40% | −115−3.0% | Reduced |
| Bokf, NA | 3,875 | $2.23M | 0.04% | −24−0.6% | Reduced |
| MAI Capital Management | 3,716 | $2.23M | 0.02% | +3,031+442.5% | Added |
| RSM US Wealth Management LLC | 3,712 | $2.23M | 0.03% | +938+33.8% | Added |
| New Mexico Educational Retirement Board | 3,700 | $2.22M | 0.07% | −200−5.1% | Reduced |
| Verdence Capital Advisors LLC | 3,700 | $2.22M | 0.18% | +33+0.9% | Added |
| Fiduciary Trust Co | 3,661 | $2.20M | 0.03% | +629+20.7% | Added |
| Meitav Dash Investments Ltd | 3,656 | $2.19M | 0.04% | +347+10.5% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 3,650 | $2.19M | 0.08% | +3,650 | New |
| Tower Research Capital LLC (TRC) | 3,623 | $2.17M | 0.04% | −318−8.1% | Reduced |
| Natural Investments, LLC | 3,620 | $2.17M | 0.60% | +3,620 | New |
| Oak Thistle LLC | 3,574 | $2.14M | 0.64% | −505−12.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,577 | $2.14M | 0.00% | −164−4.4% | Reduced |
| ING Groep NV | 3,542 | $2.13M | 0.01% | −422−10.6% | Reduced |
| Eqis Capital Management, Inc. | 3,524 | $2.11M | 0.18% | −85−2.4% | Reduced |
| Palumbo Wealth Management LLC | 3,462 | $2.08M | 0.78% | +442+14.6% | Added |
| Greenleaf Trust | 3,446 | $2.07M | 0.02% | −150−4.2% | Reduced |
| Capital International Sarl | 3,440 | $2.06M | 0.05% | −217−5.9% | Reduced |
| 1832 Asset Management L.P. | 3,400 | $2.04M | 0.00% | −2,000−37.0% | Reduced |
| PFG Advisors | 3,388 | $2.03M | 0.12% | −75−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 3,347 | $2.01M | 0.15% | −45−1.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,325 | $2.00M | 1.16% | +21+0.6% | Added |
| Omers Administration Corp | 3,302 | $1.98M | 0.02% | +556+20.2% | Added |
| Stephens Inc | 3,268 | $1.96M | 0.03% | −35−1.1% | Reduced |
| Segment Wealth Management, LLC | 3,263 | $1.96M | 0.13% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,237 | $1.94M | 0.00% | +1,739+116.1% | Added |
| First Hawaiian Bank | 3,231 | $1.94M | 0.06% | −218−6.3% | Reduced |
| E Fund Management Co., Ltd. | 3,230 | $1.94M | 0.10% | +77+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,220 | $1.93M | 0.02% | +3,220 | New |
| Cambridge Investment Research Advisors, Inc. | 3,207 | $1.92M | 0.01% | −51−1.6% | Reduced |
| Fairbanks Capital Management, Inc. | 3,146 | $1.89M | 1.18% | +66+2.1% | Added |
| Quantbot Technologies LP | 3,141 | $1.88M | 0.07% | −1,315−29.5% | Reduced |
| Park Avenue Securities LLC | 3,121 | $1.87M | 0.02% | +263+9.2% | Added |
| Diversified Trust Co | 3,109 | $1.87M | 0.05% | +220+7.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,079 | $1.85M | 0.02% | +1,236+67.1% | Added |
| QRG Capital Management, Inc. | 3,069 | $1.84M | 0.02% | +632+25.9% | Added |
| Quest Partners LLC | 3,053 | $1.83M | 0.24% | −542−15.1% | Reduced |
| Merit Financial Group, LLC | 2,992 | $1.80M | 0.03% | +1,295+76.3% | Added |
| Gibbs Wealth Management | 2,988 | $1.79M | 0.49% | +446+17.5% | Added |
| NewEdge Wealth, LLC | 2,975 | $1.79M | 0.03% | −10−0.3% | Reduced |
| EFG Asset Management (North America) Corp. | 2,921 | $1.75M | 0.24% | +1,062+57.1% | Added |
| Machina Capital S.A.S. | 2,912 | $1.75M | 0.74% | +1,886+183.8% | Added |
| Janney Montgomery Scott LLC | 2,862 | $1.72M | 0.00% | −351−10.9% | Reduced |
| Legacy Advisors, LLC | 2,802 | $1.68M | 0.16% | +1,704+155.2% | Added |
| City Holding Co | 2,799 | $1.68M | 0.24% | −479−14.6% | Reduced |
| AE Wealth Management LLC | 2,757 | $1.65M | 0.01% | −283−9.3% | Reduced |
| Fox Run Management, L.L.C. | 2,749 | $1.65M | 0.30% | +2,749 | New |
| Signal Advisors Wealth, LLC | 2,733 | $1.64M | 0.19% | +12+0.4% | Added |
| Sequoia Financial Advisors, LLC | 2,730 | $1.64M | 0.02% | +412+17.8% | Added |