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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 2,691 | $1.61M | 0.09% | −28−1.0% | Reduced |
| BDF-Gestion | 2,668 | $1.60M | 0.17% | −349−11.6% | Reduced |
| Crossmark Global Holdings, Inc. | 2,652 | $1.59M | 0.03% | −1,753−39.8% | Reduced |
| Metis Global Partners, LLC | 2,647 | $1.59M | 0.05% | +131+5.2% | Added |
| Pallas Capital Advisors LLC | 2,603 | $1.56M | 0.07% | +184+7.6% | Added |
| CAPROCK Group, Inc. | 2,598 | $1.56M | 0.05% | +441+20.4% | Added |
| Nomura Holdings Inc | 2,583 | $1.55M | 0.01% | +2,583 | New |
| Versor Investments LP | 2,578 | $1.55M | 0.27% | +2,578 | New |
| Snowden Capital Advisors LLC | 2,566 | $1.54M | 0.05% | −106−4.0% | Reduced |
| SRN Advisors, LLC | 2,505 | $1.50M | 1.34% | +97+4.0% | Added |
| Personal Cfo Solutions, LLC | 2,500 | $1.50M | 0.30% | −21−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,489 | $1.49M | 0.03% | −4−0.2% | Reduced |
| Cornercap Investment Counsel Inc | 2,461 | $1.48M | 0.48% | −103−4.0% | Reduced |
| Wellington Wealth Strategies, LLC. | 2,571 | $1.47M | 1.35% | +187+7.8% | Added |
| Americana Partners, LLC | 2,437 | $1.46M | 0.06% | −130−5.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,370 | $1.42M | 0.05% | +112+5.0% | Added |
| Captrust Financial Advisors | 2,352 | $1.41M | 0.00% | +713+43.5% | Added |
| Allstate Corp | 2,325 | $1.40M | 0.04% | +2,325 | New |
| AXS Investments LLC | 2,261 | $1.36M | 0.38% | +12+0.5% | Added |
| Bennett Selby Investments LP | 2,260 | $1.36M | 0.54% | +2+0.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,245 | $1.35M | 0.01% | +993+79.3% | Added |
| Capital Investment Advisory Services, LLC | 2,243 | $1.35M | 0.13% | +33+1.5% | Added |
| EP Wealth Advisors, LLC | 2,243 | $1.35M | 0.01% | −19−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,241 | $1.34M | 0.00% | −468−17.3% | Reduced |
| ProVise Management Group, LLC | 2,234 | $1.34M | 0.11% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 2,222 | $1.33M | 0.02% | +2,222 | New |
| Resources Investment Advisors, LLC. | 2,197 | $1.32M | 0.02% | −154−6.6% | Reduced |
| King Luther Capital Management Corp | 2,179 | $1.31M | 0.01% | −9−0.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,175 | $1.31M | 0.08% | +219+11.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 2,162 | $1.30M | 0.23% | +2,162 | New |
| NEOS Investment Management LLC | 2,157 | $1.29M | 0.03% | +515+31.4% | Added |
| Leonteq Securities AG | 2,126 | $1.28M | 0.13% | +493+30.2% | Added |
| Avantax Advisory Services, Inc. | 2,123 | $1.27M | 0.01% | +98+4.8% | Added |
| IFP Advisors, Inc | 2,071 | $1.24M | 0.04% | +85+4.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,064 | $1.24M | 0.02% | +266+14.8% | Added |
| Bleakley Financial Group, LLC | 2,044 | $1.23M | 0.04% | +19+0.9% | Added |
| WealthBridge Investment Counsel Inc. | 2,037 | $1.22M | 0.45% | +100+5.2% | Added |
| Inceptionr LLC | 2,029 | $1.22M | 0.27% | +2,029 | New |
| Frank, Rimerman Advisors LLC | 2,018 | $1.21M | 0.09% | +50+2.5% | Added |
| Diversify Wealth Management, LLC | 2,098 | $1.21M | 0.09% | −68−3.1% | Reduced |
| Grandeur Peak Global Advisors, LLC | 2,003 | $1.20M | 0.11% | +746+59.3% | Added |
| Principal Securities, Inc. | 1,978 | $1.19M | 0.03% | +124+6.7% | Added |
| Figure 8 Investment Strategies LLC | 1,966 | $1.18M | 1.16% | +1,966 | New |
| Cresset Asset Management, LLC | 1,939 | $1.16M | 0.01% | −12,951−87.0% | Reduced |
| Coldstream Capital Management Inc | 1,935 | $1.16M | 0.02% | +220+12.8% | Added |
| Keybank National Association | 1,934 | $1.16M | 0.00% | −37−1.9% | Reduced |
| Regions Financial Corp | 1,925 | $1.16M | 0.01% | −658−25.5% | Reduced |
| Keystone Investors Pte Ltd | 1,909 | $1.15M | 0.08% | −4,303−69.3% | Reduced |
| Citizens Financial Group Inc | 1,900 | $1.14M | 0.02% | +815+75.1% | Added |
| Navellier & Associates Inc | 1,896 | $1.14M | 0.14% | +449+31.0% | Added |
| Banco Santander, S.A. | 1,894 | $1.14M | 0.01% | −1,048−35.6% | Reduced |
| Liberty Wealth Management LLC | 1,883 | $1.13M | 0.19% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,872 | $1.12M | 0.09% | +105+5.9% | Added |
| Guggenheim Capital LLC | 1,861 | $1.12M | 0.01% | +161+9.5% | Added |
| Empowered Funds, LLC | 1,861 | $1.12M | 0.02% | +390+26.5% | Added |
| Strategic Wealth Designers | 1,852 | $1.11M | 0.07% | −36−1.9% | Reduced |
| Capstone Investment Advisors, LLC | 1,848 | $1.11M | 0.01% | +1,396+308.8% | Added |
| Davidson Kahn Capital Management, LLC | 1,836 | $1.10M | 1.02% | +1,836 | New |
| 111 Capital | 1,827 | $1.10M | 0.23% | +1,827 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,813 | $1.09M | 0.01% | −893−33.0% | Reduced |
| Everence Capital Management Inc | 1,797 | $1.08M | 0.07% | 00.0% | Unchanged |
| NVWM, LLC | 1,767 | $1.06M | 0.27% | +1,719+3,581.3% | Added |
| Ostrum Asset Management | 1,766 | $1.06M | 0.09% | +241+15.8% | Added |
| J. Safra Sarasin Holding AG | 1,762 | $1.06M | 0.02% | +1,762 | New |
| Win Advisors, Inc | 1,761 | $1.06M | 0.51% | +1,761 | New |
| Ballentine Partners, LLC | 1,748 | $1.05M | 0.02% | +66+3.9% | Added |
| Nebula Research & Development LLC | 1,724 | $1.03M | 0.12% | −759−30.6% | Reduced |
| Montag A & Associates Inc | 1,690 | $1.01M | 0.05% | +1,310+344.7% | Added |
| Copperwynd Financial, LLC | 1,682 | $1.01M | 0.28% | +148+9.6% | Added |
| Integrated Wealth Concepts LLC | 1,663 | $997.7K | 0.01% | +83+5.3% | Added |
| Pier Capital, LLC | 1,656 | $993.6K | 0.14% | −278−14.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,650 | $990.0K | 0.17% | +10+0.6% | Added |
| WSFS Capital Management, LLC | 1,644 | $986.4K | 0.05% | −22−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 1,642 | $985.3K | 0.06% | −143−8.0% | Reduced |
| Redwood Investments, LLC | 1,640 | $984.0K | 0.26% | −16−1.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,602 | $961.3K | 0.27% | +1,602 | New |
| Benin Management CORP | 1,598 | $958.8K | 0.26% | +384+31.6% | Added |
| Intellectus Partners, LLC | 1,591 | $954.6K | 0.21% | +1+0.1% | Added |
| Agf Management Ltd | 1,561 | $936.6K | 0.00% | +166+11.9% | Added |
| Texas Capital Bancshares Inc | 1,559 | $935.4K | 0.38% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,551 | $930.7K | 0.12% | −4−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 1,550 | $930.0K | 0.18% | +11+0.7% | Added |
| Wallace Advisory Group, LLC | 1,595 | $929.8K | 0.64% | +617+63.1% | Added |
| Arbor Capital Management Inc | 1,549 | $929.5K | 0.91% | −298−16.1% | Reduced |
| RB Capital Management, LLC | 1,519 | $911.3K | 0.21% | −50−3.2% | Reduced |
| Callan Family Office, LLC | 1,494 | $896.4K | 0.06% | +1,494 | New |
| Exchange Traded Concepts, LLC | 1,484 | $890.4K | 0.02% | +543+57.7% | Added |
| Balyasny Asset Management LLC | 1,478 | $886.8K | 0.00% | +127+9.4% | Added |
| BlueSpruce Investments, LP | 1,461 | $876.6K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,460 | $876.0K | 0.11% | +58+4.1% | Added |
| Dynamic Technology Lab Private Ltd | 1,460 | $876.0K | 0.14% | +1,460 | New |
| Ci Investments Inc. | 1,451 | $871.0K | 0.00% | +420+40.7% | Added |
| SBI Securities Co., Ltd. | 1,445 | $867.0K | 0.03% | +1,445 | New |
| Advisor OS, LLC | 1,437 | $862.0K | 0.10% | −709−33.0% | Reduced |
| Vestcor Inc | 1,432 | $859.0K | 0.03% | −1−0.1% | Reduced |
| Wrapmanager Inc | 1,422 | $853.2K | 0.22% | −294−17.1% | Reduced |
| Cypress Asset Management Inc | 1,403 | $841.8K | 0.21% | −45−3.1% | Reduced |
| Stance Capital LLC | 1,401 | $840.6K | 0.52% | +1,401 | New |
| Bridgefront Capital, LLC | 1,398 | $838.8K | 0.28% | +616+78.8% | Added |
| Shell Asset Management Co | 1,389 | $833.0K | 0.04% | −175−11.2% | Reduced |