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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 764 | $458.4K | 0.02% | +248+48.1% | Added |
| Robertson Stephens Wealth Management, LLC | 763 | $457.8K | 0.02% | −2,095−73.3% | Reduced |
| Fielder Capital Group LLC | 760 | $456.1K | 0.14% | +760 | New |
| Ethos Financial Group, LLC | 755 | $453.0K | 0.06% | +755 | New |
| Checchi Capital Advisers, LLC | 747 | $448.2K | 0.03% | +8+1.1% | Added |
| Fifth Third Wealth Advisors LLC | 745 | $447.0K | 0.02% | +13+1.8% | Added |
| Farther Finance Advisors, LLC | 743 | $446.0K | 0.02% | −48−6.1% | Reduced |
| Lecap Asset Management Ltd | 737 | $442.2K | 0.12% | −5,137−87.5% | Reduced |
| SFMG, LLC | 734 | $440.4K | 0.03% | 00.0% | Unchanged |
| New World Advisors LLC | 732 | $439.2K | 0.11% | −14−1.9% | Reduced |
| Hilltop Holdings Inc. | 729 | $436.8K | 0.03% | +41+6.0% | Added |
| Huntington National Bank | 728 | $436.8K | 0.00% | +346+90.6% | Added |
| Commerzbank Aktiengesellschaft | 725 | $435.0K | 0.01% | −20−2.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 721 | $432.6K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 717 | $430.4K | 0.00% | −228−24.1% | Reduced |
| Weaver Capital Management LLC | 712 | $427.2K | 0.12% | +21+3.0% | Added |
| Wealth Alliance | 711 | $426.9K | 0.05% | −5−0.7% | Reduced |
| Voleon Capital Management LP | 706 | $423.6K | 0.03% | +706 | New |
| Connecticut Wealth Management, LLC | 705 | $423.0K | 0.02% | +15+2.2% | Added |
| GeoWealth Management, LLC | 703 | $421.8K | 0.01% | +14+2.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 700 | $419.8K | 0.17% | 00.0% | Unchanged |
| Syon Capital LLC | 693 | $415.8K | 0.04% | −47−6.4% | Reduced |
| Williamson Legacy Group, LLC | 693 | $415.8K | 0.28% | +242+53.7% | Added |
| Beverly Hills Private Wealth, LLC | 689 | $413.4K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 684 | $410.4K | 0.03% | −52−7.1% | Reduced |
| Pensionmark Financial Group, LLC | 682 | $409.2K | 0.01% | +682 | New |
| Brown Brothers Harriman & Co | 680 | $408.0K | 0.00% | −21−3.0% | Reduced |
| Meridian Wealth Management, LLC | 675 | $405.2K | 0.02% | +8+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 675 | $405.0K | 0.02% | −29−4.1% | Reduced |
| Axxcess Wealth Management, LLC | 673 | $404.0K | 0.01% | +4+0.6% | Added |
| Kathmere Capital Management, LLC | 667 | $400.2K | 0.04% | +90+15.6% | Added |
| Castleview Partners, LLC | 670 | $400.1K | 0.22% | −103−13.3% | Reduced |
| DRW Securities, LLC | 660 | $396.0K | 0.03% | +660 | New |
| Chicago Partners Investment Group LLC | 657 | $395.7K | 0.01% | +232+54.6% | Added |
| Ritholtz Wealth Management | 659 | $395.5K | 0.01% | +36+5.8% | Added |
| Davy Global Fund Management Ltd | 655 | $393.0K | 0.05% | −139−17.5% | Reduced |
| Crestmont Private Wealth LLC | 647 | $388.2K | 0.17% | +23+3.7% | Added |
| Sigma Planning Corp | 646 | $387.8K | 0.01% | +32+5.2% | Added |
| Westpac Banking Corp | 643 | $385.8K | 0.03% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 636 | $381.6K | 0.12% | +636 | New |
| JSF Financial, LLC | 633 | $379.8K | 0.10% | 00.0% | Unchanged |
| Net Worth Advisory Group | 631 | $378.9K | 0.12% | +2+0.3% | Added |
| Vise Technologies, Inc. | 628 | $376.9K | 0.03% | +628 | New |
| Independent Advisor Alliance | 623 | $373.8K | 0.00% | +134+27.4% | Added |
| R Squared Ltd | 620 | $372.0K | 0.36% | +620 | New |
| Sage Mountain Advisors LLC | 617 | $370.3K | 0.03% | −120−16.3% | Reduced |
| Proequities, Inc. | 604 | $370.3K | 0.02% | −12−1.9% | Reduced |
| Equitable Trust Co | 608 | $364.8K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 603 | $361.6K | 0.04% | +137+29.4% | Added |
| WJ Wealth Management, LLC | 600 | $360.0K | 0.12% | 00.0% | Unchanged |
| Winslow Capital Management, LLC | 598 | $358.8K | 0.00% | −125−17.3% | Reduced |
| Insigneo Advisory Services, LLC | 596 | $357.6K | 0.04% | −21−3.4% | Reduced |
| Optimize Financial Inc | 596 | $357.6K | 0.27% | +596 | New |
| Kestra Private Wealth Services, LLC | 592 | $355.2K | 0.01% | +178+43.0% | Added |
| Perigon Wealth Management, LLC | 575 | $350.7K | 0.01% | +20+3.6% | Added |
| Valeo Financial Advisors, LLC | 583 | $349.9K | 0.01% | +7+1.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 583 | $349.8K | 0.01% | −3,200−84.6% | Reduced |
| Blue Barn Wealth, LLC | 581 | $348.6K | 0.18% | −2−0.3% | Reduced |
| DSG Capital Advisors, LLC | 576 | $345.6K | 0.06% | +576 | New |
| Fenimore Asset Management Inc | 572 | $343.2K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 569 | $341.4K | 0.02% | +120+26.7% | Added |
| Prime Capital Investment Advisors, LLC | 567 | $340.2K | 0.00% | +3+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 566 | $339.6K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 564 | $338.4K | 0.00% | +564 | New |
| New Century Financial Group, LLC | 562 | $338.0K | 0.14% | −120−17.6% | Reduced |
| Capital Advisors, Ltd. LLC | 561 | $336.0K | 0.04% | +4+0.7% | Added |
| Cynosure Management, LLC | 559 | $335.4K | 0.05% | −201−26.4% | Reduced |
| GTS Securities LLC | 556 | $333.6K | 0.02% | −441−44.2% | Reduced |
| Penserra Capital Management LLC | 556 | $333.0K | 0.01% | +189+51.5% | Added |
| Forum Financial Management, LP | 553 | $331.8K | 0.01% | +32+6.1% | Added |
| Savant Capital, LLC | 550 | $330.0K | 0.00% | +199+56.7% | Added |
| Lake Street Advisors Group, LLC | 546 | $327.6K | 0.02% | −1−0.2% | Reduced |
| City National Bank of Florida | 541 | $324.6K | 0.30% | +541 | New |
| PUREfi Wealth, LLC | 536 | $321.6K | 0.31% | +536 | New |
| Wedbush Securities Inc | 533 | $320.0K | 0.01% | +164+44.4% | Added |
| Clarius Group, LLC | 531 | $318.6K | 0.02% | +9+1.7% | Added |
| Chilton Investment Co LLC | 530 | $318.0K | 0.01% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 520 | $312.3K | 0.17% | +520 | New |
| GK Wealth Management LLC | 517 | $310.4K | 0.39% | +517 | New |
| Centiva Capital, LP | 516 | $309.6K | 0.01% | −3,533−87.3% | Reduced |
| Simplicity Wealth,LLC | 515 | $309.0K | 0.06% | +38+8.0% | Added |
| Ramirez Asset Management, Inc. | 509 | $305.4K | 0.06% | 00.0% | Unchanged |
| True North Advisors, LLC | 507 | $304.2K | 0.07% | +507 | New |
| Fullcircle Wealth LLC | 530 | $303.3K | 0.12% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 505 | $303.0K | 0.09% | −6−1.2% | Reduced |
| Wolverine Trading, LLC | 500 | $299.8K | 0.01% | +500 | New |
| Security Financial Services, INC. | 499 | $299.4K | 0.06% | +26+5.5% | Added |
| OneAscent Financial Services LLC | 499 | $299.0K | 0.03% | −144−22.4% | Reduced |
| Sym Financial Corp | 496 | $297.6K | 0.04% | +496 | New |
| GWN Securities Inc. | 477 | $296.1K | 0.08% | +477 | New |
| FFT Wealth Management LLC | 493 | $295.9K | 0.02% | +493 | New |
| Angeles Wealth Management, LLC | 492 | $295.2K | 0.02% | +17+3.6% | Added |
| Crestwood Advisors Group LLC | 492 | $295.1K | 0.01% | +50+11.3% | Added |
| Gsa Capital Partners LLP | 491 | $295.0K | 0.02% | +491 | New |
| Aster Capital Management (DIFC) Ltd | 484 | $290.4K | 0.11% | −481−49.8% | Reduced |
| Howard Capital Management Inc. | 484 | $290.4K | 0.00% | +15+3.2% | Added |
| Concurrent Investment Advisors, LLC | 484 | $290.2K | 0.01% | +32+7.1% | Added |
| ASB Consultores, LLC | 477 | $286.2K | 0.12% | +35+7.9% | Added |
| Hamilton Capital Partners Inc. | 470 | $282.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 470 | $282.0K | 0.06% | +48+11.4% | Added |