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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 1,378 | $826.6K | 0.02% | −97−6.6% | Reduced |
| HB Wealth Management, LLC | 1,377 | $826.3K | 0.01% | +89+6.9% | Added |
| Wetherby Asset Management Inc | 1,377 | $826.2K | 0.04% | −143−9.4% | Reduced |
| Signet Financial Management, LLC | 1,376 | $825.4K | 0.11% | +11+0.8% | Added |
| Moody Lynn & Lieberson, LLC | 1,375 | $825.0K | 0.05% | +7+0.5% | Added |
| Freestone Grove Partners LP | 1,375 | $825.0K | 0.01% | +1,375 | New |
| Equitable Holdings, Inc. | 1,373 | $823.8K | 0.01% | +1,021+290.1% | Added |
| Three Seasons Wealth, LLC | 1,372 | $823.2K | 0.40% | +12+0.9% | Added |
| Gen-Wealth Partners Inc | 1,349 | $809.6K | 0.35% | +294+27.9% | Added |
| Wedmont Private Capital | 1,404 | $808.4K | 0.04% | +234+20.0% | Added |
| Heartland Bank & Trust Co | 1,341 | $804.6K | 0.44% | −59−4.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,338 | $802.8K | 0.05% | +1,338 | New |
| Stevens Capital Management LP | 1,324 | $794.0K | 0.32% | +1,324 | New |
| Roberts Capital Advisors, LLC | 1,293 | $775.8K | 0.65% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 1,290 | $774.0K | 0.39% | +1,290 | New |
| Quintet Private Bank (Europe) S.A. | 1,285 | $771.0K | 0.04% | −194−13.1% | Reduced |
| Threadgill Financial, LLC | 1,283 | $769.8K | 0.41% | +922+255.4% | Added |
| Kovitz Investment Group Partners, LLC | 1,276 | $767.0K | 0.00% | +1,276 | New |
| Gries Financial LLC | 1,277 | $766.2K | 0.14% | +5+0.4% | Added |
| Harbor Capital Advisors, Inc. | 1,266 | $760.0K | 0.03% | +27+2.2% | Added |
| World Equity Group, Inc. | 1,264 | $758.4K | 0.16% | +651+106.2% | Added |
| Burney Co | 1,251 | $750.6K | 0.03% | +100+8.7% | Added |
| Signaturefd, LLC | 1,240 | $744.3K | 0.01% | −8−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,235 | $741.0K | 0.03% | −38−3.0% | Reduced |
| Horizon Investments, LLC | 1,220 | $732.0K | 0.02% | +35+3.0% | Added |
| Profund Advisors LLC | 1,211 | $726.6K | 0.03% | −27−2.2% | Reduced |
| Graypoint LLC | 1,208 | $724.7K | 0.04% | −10−0.8% | Reduced |
| Simon Quick Advisors, LLC | 1,200 | $720.1K | 0.04% | +60+5.3% | Added |
| Tectonic Advisors LLC | 1,197 | $718.3K | 0.05% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 1,193 | $715.8K | 0.68% | +1,193 | New |
| Tema ETFs LLC | 1,191 | $714.6K | 0.30% | +1,191 | New |
| Transcend Wealth Collective, LLC | 1,183 | $709.8K | 0.05% | −13−1.1% | Reduced |
| Fidelis Capital Partners, LLC | 1,219 | $709.7K | 0.07% | +49+4.2% | Added |
| Flputnam Investment Management Co | 1,176 | $705.6K | 0.01% | +2+0.2% | Added |
| XTX Topco Ltd | 1,159 | $695.4K | 0.06% | −872−42.9% | Reduced |
| MUFG Securities Americas Inc. | 1,157 | $694.2K | 0.09% | +1,157 | New |
| Lido Advisors, LLC | 1,157 | $694.0K | 0.00% | +211+22.3% | Added |
| Ellevest, Inc. | 1,127 | $676.2K | 0.04% | −72−6.0% | Reduced |
| Prelude Capital Management, LLC | 1,105 | $663.0K | 0.06% | +424+62.3% | Added |
| Sava Infond d.o.o. | 1,100 | $660.0K | 0.12% | +1,100 | New |
| Alken Asset Management Ltd. | 1,100 | $660.0K | 1.25% | +1,100 | New |
| Strive Asset Management, LLC | 1,097 | $658.2K | 0.49% | +1,097 | New |
| Dark Forest Capital Management LP | 1,096 | $657.6K | 0.10% | −666−37.8% | Reduced |
| Atomi Financial Group, Inc. | 1,094 | $656.6K | 0.03% | +582+113.7% | Added |
| HighPoint Advisor Group LLC | 1,133 | $654.1K | 0.04% | −138−10.9% | Reduced |
| Integrated Investment Consultants, LLC | 1,087 | $652.2K | 0.13% | +41+3.9% | Added |
| Venturi Wealth Management, LLC | 1,074 | $644.4K | 0.03% | +493+84.9% | Added |
| Birch Financial Group, LLC | 1,070 | $642.1K | 0.72% | +1,070 | New |
| Oak Ridge Investments LLC | 1,069 | $641.4K | 0.05% | −11−1.0% | Reduced |
| Summit Trail Advisors, LLC | 1,067 | $640.0K | 0.02% | +257+31.7% | Added |
| Stanley-Laman Group, Ltd. | 1,058 | $634.8K | 0.09% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,050 | $630.0K | 0.01% | −258−19.7% | Reduced |
| FJ Capital Management LLC | 1,045 | $627.0K | 0.07% | +560+115.5% | Added |
| Baker Tilly Wealth Management, LLC | 1,044 | $626.5K | 0.25% | +59+6.0% | Added |
| Advisory Services Network, LLC | 1,036 | $621.9K | 0.01% | −1,059−50.5% | Reduced |
| Dana Investment Advisors, Inc. | 1,008 | $604.8K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 1,004 | $602.1K | 0.00% | −15−1.5% | Reduced |
| Birinyi Associates Inc | 1,000 | $600.0K | 0.17% | −256−20.4% | Reduced |
| Harbor Advisors LLC | 1,000 | $600.0K | 0.09% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 999 | $599.4K | 0.01% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 984 | $590.4K | 0.08% | +68+7.4% | Added |
| Catalyst Capital Advisors LLC | 975 | $585.0K | 0.01% | −666−40.6% | Reduced |
| Diversify Advisory Services, LLC | 1,011 | $581.9K | 0.03% | −64−6.0% | Reduced |
| Peapack Gladstone Financial Corp | 964 | $578.0K | 0.01% | −11−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 963 | $577.8K | 0.01% | −91−8.6% | Reduced |
| Prudential PLC | 955 | $573.0K | 0.00% | +256+36.6% | Added |
| Malaga Cove Capital, LLC | 954 | $572.4K | 0.22% | +10+1.1% | Added |
| Atria Wealth Solutions, Inc. | 952 | $571.4K | 0.01% | −20−2.1% | Reduced |
| Bourgeon Capital Management LLC | 948 | $568.8K | 0.11% | +948 | New |
| Perpetual Ltd | 944 | $566.4K | 0.01% | −912−49.1% | Reduced |
| MJP Associates Inc | 929 | $557.2K | 0.10% | +35+3.9% | Added |
| NorthRock Partners, LLC | 926 | $555.6K | 0.02% | −57−5.8% | Reduced |
| Bryn Mawr Trust Co | 926 | $555.6K | 0.01% | +7+0.8% | Added |
| RFG Advisory, LLC | 919 | $551.4K | 0.02% | −161−14.9% | Reduced |
| Trust Asset Management LLC | 919 | $551.4K | 0.04% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 901 | $540.6K | 0.02% | +3+0.3% | Added |
| Pitcairn Co | 889 | $533.4K | 0.03% | −12−1.3% | Reduced |
| Toth Financial Advisory Corp | 884 | $530.5K | 0.06% | +27+3.2% | Added |
| Triglav Skladi, D.O.O. | 875 | $525.0K | 0.04% | +875 | New |
| Azzad Asset Management Inc | 873 | $523.6K | 0.10% | +5+0.6% | Added |
| Kestra Investment Management, LLC | 868 | $521.0K | 0.02% | +201+30.1% | Added |
| Hallmark Capital Management Inc | 862 | $517.2K | 0.04% | +63+7.9% | Added |
| CNB Bank | 848 | $508.8K | 0.24% | −49−5.5% | Reduced |
| Aviso Financial Inc. | 837 | $502.2K | 0.03% | −12−1.4% | Reduced |
| GAMMA Investing LLC | 825 | $495.0K | 0.04% | +410+98.8% | Added |
| Wealthspire Advisors, LLC | 814 | $488.6K | 0.00% | −94−10.4% | Reduced |
| Beacon Pointe Advisors, LLC | 810 | $486.0K | 0.01% | −117−12.6% | Reduced |
| Boit C F David | 810 | $486.0K | 0.24% | 00.0% | Unchanged |
| Mather Group, LLC. | 807 | $484.3K | 0.01% | +24+3.1% | Added |
| ORG Wealth Partners, LLC | 807 | $484.2K | 0.15% | +66+8.9% | Added |
| D.A. Davidson & Co. | 803 | $482.3K | 0.00% | −1−0.1% | Reduced |
| Salvus Wealth Management, LLC | 803 | $481.8K | 0.31% | +22+2.8% | Added |
| Parallel Advisors, LLC | 791 | $475.2K | 0.01% | +74+10.3% | Added |
| Cigna Investments Inc | 789 | $473.0K | 0.08% | −8−1.0% | Reduced |
| Entropy Technologies, LP | 787 | $472.2K | 0.05% | −4,003−83.6% | Reduced |
| Geller Advisors LLC | 780 | $468.0K | 0.03% | −10−1.3% | Reduced |
| Elk River Wealth Management, LLC | 780 | $468.0K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 774 | $464.5K | 0.30% | −123−13.7% | Reduced |
| Apeiron RIA LLC | 768 | $460.8K | 0.13% | +92+13.6% | Added |
| Ameritas Investment Partners, Inc. | 764 | $458.4K | 0.01% | −33−4.1% | Reduced |