MSCIMSCI
13F holders, Q3 2024 (September 30)998holders +62
128new positions
67sold out
12famous investors
$583.19avg. 13F price*
At the end of Q3 2024, 998 institutions reported holding MSCI Inc. (MSCI) in their 13F filings, up 62 from Q2 2024. 128 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($5.2B), BlackRock, Inc. ($3.7B) and State Street Corp. ($1.9B). 12 famous investors held it, including Ron Baron (3.3% of Baron Capital (BAMCO)'s portfolio), Tom Gayner (0.7% of Markel Group's portfolio) and Terry Smith (0.4% of Fundsmith's portfolio).
- Company
- MSCI Inc.
- Sector
- Consumer Discretionary
- CUSIP
- 55354G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 128 | $511.9M |
| Exits | 67 | $1.1B |
All 13F filers, Q2 2024 → Q3 2024: 5,056,223 shares bought and 5,854,178 shares sold, net −797,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 998 holders
| Vanguard Group Inc. | 0.09% | Reduce -0.3% | 8,837,144 | $5.2B |
| BlackRock, Inc. | 0.08% | — | 6,301,984 | $3.7B |
| State Street Corp. | 0.08% | Add +0.4% | 3,192,364 | $1.9B |
| Polen Capital Management LLC | 3.35% | Add +35.0% | 2,228,293 | $1.3B |
| Edgewood Management LLC | 3.45% | Add +16.9% | 2,195,639 | $1.3B |
| Baron Capital (BAMCO) | 3.34% | Reduce -2.6% | 2,157,431 | $1.3B |
| Geode Capital Management, LLC | 0.09% | Add +0.7% | 1,862,362 | $1.1B |
| Morgan Stanley | 0.08% | Add +10.7% | 1,846,907 | $1.1B |
| Massachusetts Financial Services Co. | 0.28% | Add +14.3% | 1,587,723 | $925.5M |
| Principal Financial Group Inc. | 0.48% | Add +2.6% | 1,493,534 | $870.6M |
| Capital International Investors | 0.14% | Reduce -15.7% | 1,247,192 | $727.0M |
| Sustainable Growth Advisers, LP | 2.84% | Reduce -14.3% | 1,148,169 | $669.3M |
| Fiera Capital Corp | 1.93% | Reduce -2.3% | 1,098,936 | $640.6M |
| American Century Companies Inc. | 0.36% | Add +1.6% | 1,064,227 | $620.4M |
| Nordea Investment Management AB | 0.68% | Add +6.1% | 1,032,624 | $598.4M |
| Norges Bank | 0.08% | Add +3.9% | 1,010,285 | $588.9M |
| Brown Advisory Inc. | 0.66% | Reduce -16.1% | 902,220 | $525.9M |
| FMR LLC | 0.03% | Reduce -25.9% | 828,127 | $482.7M |
| Northern Trust Corp. | 0.07% | Reduce -0.3% | 735,966 | $429.0M |
| Franklin Resources Inc. | 0.11% | Reduce -9.8% | 620,692 | $377.6M |
| Bank of America Corp. | 0.03% | Add +6.6% | 627,664 | $365.9M |
| JPMorgan Chase & Co. | 0.03% | Add +4.5% | 536,211 | $312.6M |
| Deutsche Bank AG | 0.12% | Reduce -3.4% | 519,306 | $302.7M |
| Legal & General Group Plc | 0.08% | Reduce -0.9% | 516,444 | $301.1M |
| Millennium Management | 0.27% | Add +77.7% | 514,770 | $300.1M |
| Bank of New York Mellon Corp | 0.06% | Reduce -1.7% | 507,333 | $295.7M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -22.4% | 487,542 | $284.2M |
| PineStone Asset Management Inc. | 2.73% | Add +5.1% | 485,020 | $282.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +1.1% | 484,011 | $282.1M |
| Two Sigma Advisers, LP | 0.66% | Add +3.1% | 483,300 | $281.7M |
| Barclays PLC | 0.12% | Reduce -14.3% | 466,410 | $271.9M |
| Invesco Ltd. | 0.05% | Add +27.0% | 456,294 | $266.0M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -0.7% | 448,933 | $261.7M |
| Amundi | 0.10% | Add +9.3% | 434,148 | $259.1M |
| Neuberger Berman Group LLC | 0.18% | Reduce -10.9% | 401,897 | $234.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +1.3% | 400,308 | $233.4M |
| Royal Bank of Canada | 0.04% | Add +11.2% | 339,416 | $197.9M |
| Flossbach Von Storch SE | 0.75% | Add +7.6% | 327,072 | $190.7M |
| Macquarie Group Ltd. | 0.20% | Add +71.9% | 314,726 | $183.5M |
| Storebrand Asset Management As | 0.57% | Add +0.1% | 308,724 | $180.0M |
| AustralianSuper Pty Ltd | 0.84% | No change | 290,105 | $169.1M |
| California Public Employees Retirement System | 0.12% | Reduce -16.4% | 289,338 | $168.7M |
| Two Sigma Investments, LP | 0.39% | Reduce -16.8% | 283,913 | $165.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +15.3% | 278,913 | $162.6M |
| Temasek Holdings (Private) Ltd | 0.66% | No change | 277,432 | $161.7M |
| Wellington Management Group LLP | 0.03% | Reduce -16.9% | 266,048 | $155.1M |
| Qube Research & Technologies Ltd | 0.28% | Reduce -9.2% | 264,249 | $154.0M |
| Clearbridge Investments, LLC | 0.12% | Add +3595.5% | 262,937 | $153.3M |
| Dimensional Fund Advisors LP | 0.04% | Add +2.8% | 261,447 | $152.4M |
| Public Employees Retirement Association of Colorado | 0.58% | Reduce -0.1% | 252,373 | $147.1M |
| Russell Investments Group, Ltd. | 0.21% | Add +49.2% | 247,313 | $144.0M |
| Nuveen Asset Management, LLC | 0.04% | Reduce -3.0% | 237,857 | $138.7M |
| Panagora Asset Management Inc. | 0.65% | Reduce -0.8% | 234,470 | $136.7M |
| Ameriprise Financial Inc. | 0.04% | Reduce -17.0% | 232,825 | $135.7M |
| Intermede Investment Partners Ltd | 2.81% | New | 230,633 | $134.4M |
| Ownership Capital B.V. | 4.18% | Reduce -17.6% | 224,156 | $130.7M |
| Wells Fargo & Company | 0.03% | Add +36.9% | 218,026 | $127.1M |
| Alliancebernstein L.P. | 0.04% | Reduce -1.4% | 209,057 | $121.9M |
| Ako Capital LLP | 1.57% | Reduce -55.4% | 206,096 | $120.1M |
| Findlay Park Partners LLP | 1.11% | Reduce -1.0% | 201,300 | $117.3M |
| Los Angeles Capital Management LLC | 0.47% | Add +17.3% | 199,710 | $116.4M |
| Schroder Investment Management Group | 0.12% | Reduce -26.0% | 191,989 | $111.9M |
| UBS Group AG | 0.03% | Add +3.5% | 189,241 | $110.3M |
| Bristol Gate Capital Partners Inc. | 5.04% | Reduce -0.1% | 188,730 | $110.0M |
| EULAV Asset Management | 2.67% | Add +8.5% | 188,457 | $109.9M |
| Arrowstreet Capital, Limited Partnership | 0.09% | Add +26.9% | 188,330 | $109.8M |
| HSBC Holdings PLC | 0.07% | Reduce -19.6% | 186,417 | $108.5M |
| Eagle Asset Management Inc. | 0.54% | Reduce -33.7% | 179,325 | $106.5M |
| Durable Capital Partners LP | 0.77% | Reduce -43.0% | 180,610 | $105.3M |
| Nomura Asset Management Co. Ltd. | 0.32% | Reduce -8.6% | 178,714 | $104.2M |
| Baird Financial Group, Inc. | 0.20% | Reduce -8.8% | 177,718 | $103.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +2.9% | 176,205 | $102.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.23% | Add +12758.5% | 175,775 | $102.5M |
| National Pension Service | 0.10% | Add +5.7% | 173,878 | $101.4M |
| Sei Investments Co. | 0.13% | Add +17.5% | 173,646 | $101.2M |
| D. E. Shaw & Co. | 0.14% | Add +245.7% | 169,018 | $98.5M |
| Bowie Capital Management, LLC | 5.53% | Add +4.8% | 168,357 | $98.1M |
| Fundsmith | 0.38% | No change | 166,619 | $97.1M |
| Chevy Chase Trust Holdings, LLC | 0.29% | Reduce -1.7% | 160,245 | $93.4M |
| Swedbank AB | 0.11% | Reduce -0.7% | 154,107 | $89.8M |
| Westfield Capital Management Co. LP | 0.41% | Add +20.2% | 153,943 | $89.7M |
| Rhumbline Advisers | 0.08% | Reduce -2.1% | 152,239 | $88.7M |
| BNP Paribas Financial Markets | 0.09% | Add +10.2% | 151,514 | $88.3M |
| Fisher Asset Management | 0.03% | Reduce -5.7% | 144,928 | $84.5M |
| Markel Group | 0.75% | No change | 142,850 | $83.3M |
| Renaissance Technologies | 0.12% | New | 136,121 | $79.3M |
| Assenagon Asset Management S.A. | 0.16% | Add +358.3% | 133,636 | $77.9M |
| Bank of Montreal | 0.04% | Add +6.0% | 132,222 | $76.2M |
| Manning & Napier Advisors LLC | 0.84% | Reduce -31.6% | 130,284 | $75.9M |
| California State Teachers Retirement System | 0.09% | Add +0.3% | 128,025 | $74.6M |
| Raymond James & Associates | 0.05% | Add +5.5% | 127,021 | $74.0M |
| Voloridge Investment Management, LLC | 0.26% | Reduce -3.2% | 123,366 | $71.9M |
| Aviva PLC | 0.18% | Add +1.6% | 121,033 | $70.6M |
| Prudential Financial Inc. | 0.10% | Add +40.0% | 120,086 | $70.0M |
| Quantinno Capital Management LP | 0.89% | Add +0.4% | 117,078 | $68.2M |
| GFI Investment Counsel Ltd. | 7.80% | Add +1.3% | 115,372 | $67.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +7.1% | 113,097 | $65.9M |
| Man Group plc | 0.19% | Add +213.3% | 111,118 | $64.8M |
| Ycg, LLC | 4.82% | Add +0.8% | 107,177 | $62.5M |
| HighTower Advisors, LLC | 0.09% | Reduce -2.3% | 103,138 | $60.1M |
"% of holder's portfolio" is MSCI's weight in each manager's 13F, not the share of MSCI Inc. the manager owns.