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 |
|---|---|---|---|---|---|
| Chancellor Financial Group WB LP | 467 | $280.2K | 0.23% | +467 | New |
| Clearstead Advisors, LLC | 465 | $279.0K | 0.00% | −11−2.3% | Reduced |
| Empirical Asset Management, LLC | 464 | $278.4K | 0.09% | +464 | New |
| Aaron Wealth Advisors | 461 | $276.6K | 0.03% | +79+20.7% | Added |
| Conning Inc. | 459 | $275.4K | 0.01% | −13−2.8% | Reduced |
| V-Square Quantitative Management LLC | 458 | $274.8K | 0.04% | −52−10.2% | Reduced |
| J2 Capital Management Inc | 456 | $273.6K | 0.26% | +456 | New |
| PDS Planning, Inc | 451 | $270.6K | 0.02% | +34+8.2% | Added |
| Whittier Trust Co | 451 | $270.6K | 0.00% | −141−23.8% | Reduced |
| Howard Bailey Securities, LLC | 449 | $269.4K | 0.10% | −30−6.3% | Reduced |
| Capital Advisors Inc | 449 | $269.3K | 0.01% | +449 | New |
| Keel Point, LLC | 446 | $267.6K | 0.02% | +50+12.6% | Added |
| Quarry LP | 446 | $267.6K | 0.05% | −81−15.4% | Reduced |
| Flagship Harbor Advisors, LLC | 441 | $264.8K | 0.01% | +24+5.8% | Added |
| Sagespring Wealth Partners, LLC | 438 | $262.8K | 0.01% | +438 | New |
| Evergreen Capital Management LLC | 437 | $262.2K | 0.01% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 428 | $256.8K | 0.08% | +1+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 426 | $255.6K | 0.02% | −1,440−77.2% | Reduced |
| Boston Private Wealth LLC | 426 | $255.5K | 0.00% | +426 | New |
| Focus Financial Network, Inc. | 424 | $254.4K | 0.01% | +424 | New |
| Flow Traders U.S. LLC | 422 | $253.0K | 0.01% | +422 | New |
| Smithfield Trust Co | 417 | $251.0K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 418 | $250.8K | 0.01% | +17+4.2% | Added |
| WealthBridge Capital Management, LLC | 414 | $248.4K | 0.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 414 | $248.1K | 0.03% | −21−4.8% | Reduced |
| Mayflower Financial Advisors, LLC | 413 | $247.8K | 0.04% | +2+0.5% | Added |
| Avestar Capital, LLC | 413 | $247.8K | 0.02% | +37+9.8% | Added |
| Journey Strategic Wealth LLC | 409 | $245.3K | 0.01% | −4−1.0% | Reduced |
| Claret Asset Management Corp | 408 | $245.0K | 0.04% | +3+0.7% | Added |
| Fukoku Mutual Life Insurance Co | 408 | $244.8K | 0.02% | −107−20.8% | Reduced |
| EverSource Wealth Advisors, LLC | 406 | $243.4K | 0.01% | +43+11.8% | Added |
| Virtue Capital Management, LLC | 404 | $242.4K | 0.05% | −59−12.7% | Reduced |
| Lantz Financial LLC | 403 | $241.8K | 0.06% | +2+0.5% | Added |
| Blue Edge Capital, LLC | 400 | $240.0K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 397 | $238.4K | 0.01% | +63+18.9% | Added |
| CX Institutional | 395 | $237.0K | 0.01% | +10+2.6% | Added |
| Fishman Jay A Ltd | 395 | $237.0K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 386 | $231.6K | 0.00% | −12−3.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 384 | $230.4K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 383 | $229.9K | 0.01% | +383 | New |
| Summa Corp. | 382 | $229.2K | 0.11% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 379 | $227.5K | 0.16% | +1+0.3% | Added |
| Aprio Wealth Management, LLC | 378 | $226.9K | 0.03% | +378 | New |
| Everhart Financial Group, Inc. | 377 | $226.2K | 0.05% | +377 | New |
| McHugh Group, LLC | 375 | $225.0K | 0.17% | +375 | New |
| Washington Trust Advisors, Inc. | 370 | $222.0K | 0.02% | −13−3.4% | Reduced |
| Trust Point Inc. | 366 | $219.6K | 0.02% | +366 | New |
| National Asset Management, Inc. | 363 | $217.5K | 0.01% | +363 | New |
| Wellspring Financial Advisors, LLC | 361 | $216.6K | 0.02% | +361 | New |
| Buckhead Capital Management LLC | 360 | $216.0K | 0.07% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 360 | $216.0K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 350 | $210.1K | 0.02% | +350 | New |
| Arlington Financial Advisors, LLC | 350 | $210.0K | 0.04% | +350 | New |
| Catalytic Wealth RIA, LLC | 350 | $210.0K | 0.04% | +350 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 350 | $210.0K | 0.17% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 349 | $209.4K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 348 | $208.8K | 0.00% | −7−2.0% | Reduced |
| Thoroughbred Financial Services, LLC | 346 | $207.0K | 0.01% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 343 | $205.8K | 0.00% | +343 | New |
| Stratos Wealth Partners, LTD. | 341 | $205.1K | 0.00% | +341 | New |
| Argent Trust Co | 341 | $204.6K | 0.01% | +341 | New |
| Quotient Wealth Partners, LLC | 341 | $204.6K | 0.01% | +341 | New |
| GFG Capital, LLC | 340 | $204.0K | 0.06% | +340 | New |
| Atlantic Union Bankshares Corp | 339 | $203.4K | 0.01% | −36−9.6% | Reduced |
| Zions Bancorporation, N.A. | 339 | $203.4K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 339 | $203.4K | 0.00% | +339 | New |
| Invesco, LLC | 339 | $203.4K | 0.08% | +339 | New |
| Kolinsky Wealth Management, LLC | 338 | $202.8K | 0.12% | −12−3.4% | Reduced |
| Essex Savings Bank | 338 | $202.8K | 0.05% | +338 | New |
| TD Waterhouse Canada Inc. | 319 | $191.4K | 0.00% | −30−8.6% | Reduced |
| SG Americas Securities, LLC | 317 | $190.0K | 0.00% | −1,548−83.0% | Reduced |
| Banque de Luxembourg S.A. | 300 | $180.7K | 0.10% | +300 | New |
| Murphy & Mullick Capital Management Corp | 293 | $175.8K | 0.16% | +293 | New |
| Optiver Holding B.V. | 267 | $160.2K | 0.01% | +141+111.9% | Added |
| Capital A Wealth Management, LLC | 267 | $160.2K | 0.27% | +267 | New |
| Allworth Financial LP | 256 | $157.0K | 0.00% | +21+8.9% | Added |
| Harbour Investments, Inc. | 257 | $154.2K | 0.00% | −15−5.5% | Reduced |
| CVA Family Office, LLC | 252 | $151.2K | 0.02% | +13+5.4% | Added |
| Godsey & Gibb Associates | 250 | $150.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 250 | $150.0K | 0.01% | +7+2.9% | Added |
| Veritas Investment Partners (UK) Ltd. | 245 | $147.1K | 0.00% | −300−55.0% | Reduced |
| Clean Yield Group | 245 | $147.0K | 0.05% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 224 | $134.4K | 0.08% | 00.0% | Unchanged |
| Walleye Capital LLC | 222 | $133.2K | 0.00% | −6,011−96.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 221 | $132.6K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 220 | $132.0K | 0.00% | +49+28.7% | Added |
| Ronald Blue Trust, Inc. | 219 | $131.4K | 0.00% | −628−74.1% | Reduced |
| Massmutual Trust Co FSB | 219 | $131.4K | 0.00% | −6−2.7% | Reduced |
| Covestor Ltd | 208 | $125.0K | 0.08% | −36−14.8% | Reduced |
| Goldstream Capital Management Ltd | 195 | $117.0K | 0.05% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 186 | $111.6K | 0.07% | +186 | New |
| Dunhill Financial, LLC | 180 | $107.9K | 0.05% | +5+2.9% | Added |
| Parkside Financial Bank & Trust | 174 | $104.4K | 0.01% | +3+1.8% | Added |
| Park Place Capital Corp | 170 | $102.0K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 167 | $100.2K | 0.00% | +167 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 165 | $99.0K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 162 | $97.2K | 0.05% | +162 | New |
| Acima Private Wealth, LLC | 153 | $91.8K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 145 | $87.0K | 0.01% | +145 | New |
| Hexagon Capital Partners LLC | 145 | $87.0K | 0.02% | +145 | New |