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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, Q1 2021

Institutional positions in MSCI Inc. as of Mar 31, 2021. 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
738
No complete 13F data for Q4 2020
Shares held
75.3M
No complete 13F data for Q4 2020
Total value
$31.6B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 738 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ1 2021: $31.6B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding MSCI Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MSCI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bartlett & Co. LLC1$00.00%––
Bartlett & Co. Wealth Management LLC1$4190.00%––
Global Financial Private Client, LLC2$8570.00%––
Thompson Siegel & Walmsley LLC3$1.00K0.00%––
MV Capital Management, Inc.3$1.00K0.00%––
Aua Capital Management, LLC3$1.00K0.00%––
Sutton Wealth Advisors Inc.3$1.26K0.00%––
Anchor Investment Management, LLC4$1.68K0.00%––
Valley National Advisers Inc5$2.00K0.00%––
San Francisco Sentry Investment Group (Ca)5$2.00K0.00%––
Private Ocean, LLC5$2.00K0.00%––
Crewe Advisors LLC4$2.00K0.00%––
First National Bank of South Miami5$2.00K0.00%––
Prestige Wealth Management Group LLC4$2.00K0.00%––
Standard Family Office LLC5$2.00K0.00%––
Newbridge Financial Services Group, Inc.5$2.00K0.00%––
Kelly Financial Services LLC5$2.10K0.00%––
Trust Co of Vermont8$3.00K0.00%––
Manchester Capital Management LLC8$3.00K0.00%––
Harbor Investment Advisory, LLC6$3.00K0.00%––
Hudock, Inc.8$3.00K0.00%––
BDO Wealth Advisors, LLC7$3.00K0.00%––
HighMark Wealth Management LLC7$3.00K0.00%––
Dorsey Wright & Associates7,279$3.05K0.04%––
Jones Financial Companies LLLP9$4.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.9$4.00K0.00%––
Wealthcare Capital Management LLC10$4.00K0.00%––
Harvest Fund Management Co., Ltd11$4.00K0.00%––
Meridian Wealth Partners, LLC10$4.00K0.00%––
Wolff Wiese Magana LLC10$4.00K0.00%––
Brewin Dolphin Wealth Management Ltd10$4.19K0.00%––
Eukles Asset Management11$5.00K0.00%––
Resolute Partners Group26$5.00K0.00%––
Tompkins Financial Corp14$6.00K0.00%––
TCI Wealth Advisors, Inc.14$6.00K0.00%––
Versant Capital Management, Inc14$6.00K0.00%––
Carroll Financial Associates, Inc.18$7.00K0.00%––
Financial Management Professionals, Inc.16$7.00K0.00%––
Raffa Wealth Management, LLC17$7.13K0.00%––
Sofos Investments, Inc.18$7.43K0.15%––
Enterprise Financial Services Corp18$8.00K0.00%––
AdvisorNet Financial, Inc19$8.00K0.00%––
Front Row Advisors LLC19$8.00K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC22$9.00K0.00%––
FinTrust Capital Advisors, LLC22$9.00K0.00%––
Whittier Trust Co of Nevada Inc25$10.0K0.00%––
Tarbox Family Office, Inc.24$10.0K0.00%––
Glassman Wealth Services24$10.0K0.00%––
Carmichael Hill & Associates, Inc.23$10.0K0.01%––
Lenox Wealth Advisors, LLC26$11.0K0.00%––
Better Money Decisions, LLC28$12.0K0.01%––
Stuart Chaussee & Associates, Inc.31$13.0K0.01%––
Duncker Streett & Co Inc33$14.0K0.00%––
Kistler-Tiffany Companies, LLC33$14.0K0.00%––
Pinnacle Bancorp, Inc.33$14.0K0.01%––
Evolution Wealth Advisors, LLC33$14.0K0.00%––
CenterStar Asset Management, LLC–$15.0K0.02%––
Earnest Partners LLC37$16.0K0.00%––
Massmutual Trust Co FSB37$16.0K0.00%––
Jacobi Capital Management LLC39$16.0K0.00%––
Accel Wealth Management37$16.0K0.01%––
Huntington National Bank40$17.0K0.00%––
Sierra Capital LLC41$17.0K0.00%––
Washington Trust Co44$18.0K0.00%––
Lloyd Advisory Services, LLC.44$18.0K0.01%––
Eudaimonia Partners, LLC43$18.0K0.00%––
Sargent Bickham Lagudis LLC44$19.0K0.00%––
Princeton Global Asset Management LLC45$19.0K0.01%––
Manchester Financial Inc50$21.0K0.01%––
Sun Life Financial INC50$21.0K0.00%––
PEAK6 Investments LLC50$21.0K0.00%––
Farmers & Merchants Investments Inc52$22.0K0.00%––
Assetmark, Inc52$22.0K0.00%––
Carolinas Wealth Consulting LLC53$22.0K0.01%––
Altshuler Shaham Ltd57$24.0K0.00%––
CSat Investment Advisory, L.P.57$24.0K0.02%––
Semmax Financial Advisors Inc.60$25.0K0.01%––
International Assets Investment Management, LLC57$25.0K0.00%––
Arkadios Wealth Advisors66$27.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA65$27.3K0.04%––
Wealthcare Advisory Partners LLC66$28.0K0.00%––
Savior LLC66$28.0K0.03%––
Parkside Financial Bank & Trust79$33.0K0.01%––
Exchange Traded Concepts, LLC78$33.0K0.00%––
Gemmer Asset Management LLC82$34.0K0.01%––
CVA Family Office, LLC82$34.0K0.01%––
Ameritas Investment Company, LLC85$35.6K0.00%––
Creative Financial Designs Inc85$36.0K0.01%––
FourThought Financial, LLC91$38.0K0.01%––
Newfound Research LLC92$39.0K0.09%––
Jackson, Grant Investment Advisers, Inc.94$39.0K0.02%––
Barnett & Company, Inc.95$40.0K0.02%––
Bellevue Asset Management, LLC106$44.0K0.03%––
Allred Capital Management, LLC106$44.4K0.02%––
Capstone Investment Advisors, LLC110$46.0K0.00%––
Lindbrook Capital, LLC118$49.0K0.01%––
Atlas Private Wealth Advisors120$50.0K0.03%––
Exane Derivatives125$52.4K0.02%––
CX Institutional126$53.0K0.00%––
Global Retirement Partners, LLC138$58.0K0.01%––