MSCIMSCI
13F holders, Q4 2024 (December 31)1,070holders +72
84new positions
76sold out
11famous investors
$596.85avg. 13F price*
At the end of Q4 2024, 1,070 institutions reported holding MSCI Inc. (MSCI) in their 13F filings, up 72 from Q3 2024. 84 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($5.3B), BlackRock, Inc. ($3.6B) and State Street Corp. ($1.9B). 11 famous investors held it, including Ron Baron (3.3% of Baron Capital (BAMCO)'s portfolio), Dev Kantesaria (0.8% of Valley Forge Capital Management's portfolio) and Tom Gayner (0.8% of Markel Group's portfolio).
- Company
- MSCI Inc.
- Sector
- Consumer Discretionary
- CUSIP
- 55354G100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $490.7M |
| Exits | 76 | $324.9M |
All 13F filers, Q3 2024 → Q4 2024: 5,402,406 shares bought and 4,956,414 shares sold, net +445,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,070 holders
| Vanguard Group Inc. | 0.09% | Add +0.2% | 8,858,019 | $5.3B |
| BlackRock, Inc. | 0.07% | Reduce -5.7% | 5,942,879 | $3.6B |
| State Street Corp. | 0.08% | Add +0.8% | 3,219,016 | $1.9B |
| Baron Capital (BAMCO) | 3.31% | Reduce -1.2% | 2,131,931 | $1.3B |
| Edgewood Management LLC | 3.50% | Reduce -7.4% | 2,032,434 | $1.2B |
| Polen Capital Management LLC | 3.29% | Reduce -8.8% | 2,032,238 | $1.2B |
| Geode Capital Management, LLC | 0.09% | Add +1.9% | 1,897,456 | $1.1B |
| Morgan Stanley | 0.08% | Add +1.2% | 1,868,642 | $1.1B |
| Principal Financial Group Inc. | 0.53% | Add +8.0% | 1,613,005 | $967.8M |
| Massachusetts Financial Services Co. | 0.23% | Reduce -22.4% | 1,232,356 | $739.4M |
| Fiera Capital Corp | 2.17% | Add +4.5% | 1,148,615 | $689.2M |
| Norges Bank | 0.08% | Add +0.6% | 1,016,544 | $609.9M |
| American Century Companies Inc. | 0.34% | Reduce -7.1% | 988,932 | $593.4M |
| Sustainable Growth Advisers, LP | 2.84% | Reduce -17.8% | 943,676 | $566.2M |
| Nordea Investment Management AB | 0.55% | Reduce -15.9% | 868,294 | $524.4M |
| FMR LLC | 0.03% | Add +3.1% | 853,452 | $512.1M |
| Brown Advisory Inc. | 0.63% | Reduce -8.2% | 828,709 | $497.2M |
| Northern Trust Corp. | 0.07% | Add +6.6% | 784,490 | $470.7M |
| Evergreen Quality Fund GP, Ltd. | 11.35% | New | 589,500 | $353.7M |
| Bessemer Group Inc. | 0.58% | Add +16353.6% | 587,557 | $352.5M |
| PineStone Asset Management Inc. | 3.20% | Add +17.4% | 569,374 | $341.6M |
| JPMorgan Chase & Co. | 0.03% | Add +5.9% | 567,834 | $340.7M |
| Franklin Resources Inc. | 0.09% | Reduce -10.5% | 555,493 | $333.3M |
| Legal & General Group Plc | 0.08% | Add +2.9% | 531,159 | $318.7M |
| Capital International Investors | 0.06% | Reduce -57.9% | 525,078 | $315.1M |
| Bank of New York Mellon Corp | 0.06% | Add +2.1% | 517,769 | $310.7M |
| Arrowstreet Capital, Limited Partnership | 0.24% | Add +169.4% | 507,413 | $304.5M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +2.9% | 497,926 | $298.8M |
| Invesco Ltd. | 0.05% | Add +5.0% | 479,323 | $287.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +19.2% | 477,034 | $286.2M |
| Deutsche Bank AG | 0.11% | Reduce -8.5% | 475,316 | $285.2M |
| Amundi | 0.10% | Add +7.8% | 468,242 | $282.0M |
| Bank of America Corp. | 0.03% | Reduce -27.2% | 456,802 | $274.1M |
| Barclays PLC | 0.13% | Reduce -8.0% | 429,112 | $257.5M |
| Two Sigma Advisers, LP | 0.59% | Reduce -12.0% | 425,500 | $255.3M |
| Mackenzie Financial Corp. | 0.34% | Add +3881.3% | 419,429 | $251.7M |
| Neuberger Berman Group LLC | 0.19% | Reduce -0.1% | 401,575 | $240.9M |
| Macquarie Group Ltd. | 0.28% | Add +22.9% | 386,937 | $230.4M |
| UBS Group AG | 0.05% | Add +101.5% | 381,359 | $228.8M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -22.8% | 376,624 | $226.0M |
| Royal Bank of Canada | 0.05% | Add +3.0% | 349,570 | $209.7M |
| Russell Investments Group, Ltd. | 0.28% | Add +37.3% | 339,526 | $203.7M |
| Storebrand Asset Management As | 0.60% | Add +6.1% | 327,598 | $196.6M |
| Raymond James Financial Inc. | 0.07% | — | 308,334 | $185.0M |
| Flossbach Von Storch SE | 0.70% | Reduce -10.1% | 293,972 | $176.4M |
| T. Rowe Price Associates Inc. | 0.02% | Reduce -36.3% | 286,186 | $171.7M |
| Los Angeles Capital Management LLC | 0.69% | Add +41.9% | 283,402 | $170.0M |
| California Public Employees Retirement System | 0.11% | Reduce -2.6% | 281,829 | $169.1M |
| Panagora Asset Management Inc. | 0.77% | Add +18.6% | 278,041 | $166.8M |
| Temasek Holdings (Private) Ltd | 0.66% | No change | 277,432 | $166.5M |
| Clearbridge Investments, LLC | 0.13% | Add +5.1% | 276,297 | $165.8M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -2.2% | 272,749 | $163.7M |
| Dimensional Fund Advisors LP | 0.04% | Add +2.1% | 267,049 | $160.2M |
| Millennium Management | 0.14% | Reduce -48.3% | 266,351 | $159.8M |
| Two Sigma Investments, LP | 0.37% | Reduce -9.5% | 257,051 | $154.2M |
| Wellington Management Group LLP | 0.03% | Reduce -6.0% | 250,059 | $150.0M |
| Alliancebernstein L.P. | 0.05% | Add +19.1% | 249,035 | $149.4M |
| Public Employees Retirement Association of Colorado | 0.59% | Reduce -1.7% | 248,051 | $148.8M |
| Qube Research & Technologies Ltd | 0.23% | Reduce -10.0% | 237,718 | $142.6M |
| AustralianSuper Pty Ltd | 0.67% | Reduce -18.4% | 236,884 | $142.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.0% | 230,408 | $138.2M |
| HSBC Holdings PLC | 0.08% | Add +21.6% | 226,663 | $136.0M |
| Schroder Investment Management Group | 0.13% | Add +17.9% | 226,303 | $135.8M |
| Wells Fargo & Company | 0.03% | Add +2.7% | 223,940 | $134.4M |
| Prudential Financial Inc. | 0.18% | Add +77.7% | 213,423 | $128.1M |
| Ownership Capital B.V. | 4.62% | Reduce -6.7% | 209,195 | $125.5M |
| Ako Capital LLP | 1.73% | Add +1.4% | 208,903 | $125.3M |
| EULAV Asset Management | 2.95% | Add +8.2% | 203,958 | $122.4M |
| Findlay Park Partners LLP | 1.21% | Add +1.1% | 203,600 | $122.2M |
| Voya Investment Management LLC | 0.15% | Add +362.8% | 201,923 | $121.1M |
| National Bank of Canada | 0.15% | Add +187.8% | 196,148 | $117.7M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -20.5% | 189,099 | $113.5M |
| Bristol Gate Capital Partners Inc. | 5.47% | Reduce -0.8% | 187,211 | $112.3M |
| Canoe Financial LP | 1.82% | Add +700.4% | 186,131 | $111.7M |
| Man Group plc | 0.34% | Add +62.9% | 181,033 | $108.6M |
| Intermede Investment Partners Ltd | 2.89% | Reduce -21.6% | 180,775 | $108.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.25% | Add +2.5% | 180,156 | $108.1M |
| Sei Investments Co. | 0.14% | Add +3.1% | 179,045 | $107.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +0.1% | 176,462 | $105.9M |
| Assenagon Asset Management S.A. | 0.19% | Add +30.9% | 174,982 | $105.0M |
| Raiffeisen Bank International AG | 1.57% | — | 172,474 | $103.4M |
| BNP Paribas Financial Markets | 0.08% | Add +12.7% | 170,798 | $102.5M |
| Swedbank AB | 0.13% | Add +10.0% | 169,532 | $101.7M |
| Baird Financial Group, Inc. | 0.19% | Reduce -5.9% | 167,166 | $100.3M |
| Fundsmith | 0.43% | No change | 166,619 | $100.0M |
| Nomura Asset Management Co. Ltd. | 0.30% | Reduce -7.0% | 166,148 | $99.7M |
| National Pension Service | 0.09% | Reduce -6.1% | 163,255 | $98.0M |
| Bowie Capital Management, LLC | 5.19% | Reduce -3.2% | 162,966 | $97.8M |
| Chevy Chase Trust Holdings, LLC | 0.28% | Reduce -4.1% | 153,690 | $92.2M |
| Westfield Capital Management Co. LP | 0.39% | Reduce -3.3% | 148,940 | $89.4M |
| Rhumbline Advisers | 0.08% | Reduce -2.6% | 148,323 | $89.0M |
| AQR Capital Management | 0.11% | Add +54.3% | 144,977 | $87.0M |
| Markel Group | 0.76% | No change | 142,850 | $85.7M |
| Fisher Funds Management LTD | 2.00% | — | 137,941 | $82.7M |
| Champlain Investment Partners, LLC | 0.51% | Add +40.1% | 134,850 | $80.9M |
| Bank of Montreal | 0.04% | Reduce -4.3% | 126,586 | $76.0M |
| California State Teachers Retirement System | 0.09% | Reduce -4.6% | 122,084 | $73.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +7.6% | 121,729 | $73.2M |
| Manning & Napier Advisors LLC | 0.83% | Reduce -6.5% | 121,804 | $73.1M |
| Federated Hermes, Inc. | 0.16% | Add +34.6% | 119,588 | $71.8M |
"% of holder's portfolio" is MSCI's weight in each manager's 13F, not the share of MSCI Inc. the manager owns.