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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
Y-Intercept (Hong Kong) Ltd832$347.0K0.09%––
Sentry Investment Management LLC834$350.0K0.10%––
Raymond James Trust N.A.842$353.0K0.01%––
Veriti Management LLC841$353.0K0.09%––
Meiji Yasuda Asset Management Co Ltd.845$354.0K0.03%––
Segall Bryant & Hamill, LLC861$361.0K0.00%––
Empirical Finance, LLC809$361.0K0.06%––
Cresset Asset Management, LLC868$365.0K0.01%––
Perpetual Investment Management Ltd877$367.0K0.06%––
Natixis Investment Managers International881$369.0K0.03%––
Clarius Group, LLC900$377.0K0.04%––
Paradigm Asset Management Co LLC900$377.4K0.10%––
Grove Bank & Trust902$378.0K0.09%––
Bryn Mawr Trust Co905$379.0K0.02%––
QS Investors, LLC925$388.0K0.00%––
Institute for Wealth Management, LLC.939$394.0K0.08%––
Forte Capital LLC943$395.0K0.06%––
Wrapmanager Inc941$395.0K0.11%––
SevenOneSeven Capital Management946$397.0K1.46%––
Private Trust Co NA963$403.0K0.07%––
Symmetry Partners, LLC976$409.0K0.03%––
Sawtooth Solutions, LLC986$413.0K0.09%––
Acadian Asset Management LLC999$419.0K0.00%––
Harbor Advisors LLC1,000$419.0K0.09%––
Paloma Partners Management Co1,005$421.0K0.01%––
Western Financial Corporation1,005$422.0K0.26%––
OneAscent Wealth Management LLC1,011$424.0K0.18%––
Conning Inc.1,036$434.0K0.01%––
Menard Financial Group LLC1,052$441.0K0.47%––
Copperwynd Financial, LLC1,060$444.0K0.20%––
ETF Managers Group, LLC1,109$463.0K0.01%––
Snowden Capital Advisors LLC1,111$465.8K0.03%––
Captrust Financial Advisors1,121$470.0K0.01%––
Gilbert & Cook, Inc.1,122$470.0K0.09%––
Evercore Wealth Management, LLC1,131$474.0K0.01%––
Ameritas Investment Partners, Inc.1,147$480.0K0.02%––
Comerica Securities,inc.1,162$487.0K0.04%––
NEXT Financial Group, Inc1,165$488.0K0.04%––
Alpha Paradigm Partners, LLC1,171$491.0K0.19%––
Ieq Capital, LLC1,187$498.0K0.02%––
Blair William & Co1,197$502.0K0.00%––
Livforsakringsbolaget Skandia, Omsesidigt1,200$503.0K0.04%––
Allstate Corp1,216$510.0K0.02%––
IndexIQ Advisors LLC1,229$515.0K0.02%––
Wealth Alliance1,235$518.0K0.15%––
SRN Advisors, LLC1,260$528.3K0.19%––
Checchi Capital Advisers, LLC1,265$530.0K0.07%––
Sigma Planning Corp1,266$531.0K0.02%––
Elevated Capital Advisors, LLC1,135$531.0K0.21%––
Wetherby Asset Management Inc1,272$533.0K0.04%––
WealthBridge Capital Management, LLC1,274$534.0K0.22%––
Personal Cfo Solutions, LLC1,292$542.0K0.12%––
Advisory Services Network, LLC1,304$547.0K0.02%––
JSF Financial, LLC1,335$560.0K0.35%––
Profund Advisors LLC1,338$561.0K0.02%––
Mountain Capital Investment Advisors, Inc1,250$575.0K0.29%––
Ballentine Partners, LLC1,390$583.0K0.02%––
Moody Lynn & Lieberson, LLC1,404$589.0K0.05%––
Schonfeld Strategic Advisors LLC1,415$593.0K0.01%––
Sheets Smith Wealth Management1,432$600.0K0.09%––
Chicago Partners Investment Group LLC1,242$605.0K0.05%––
Boothbay Fund Management, LLC1,508$632.0K0.03%––
LS Investment Advisors, LLC1,516$636.0K0.04%––
Merit Financial Group, LLC1,521$638.0K0.07%––
HWG Holdings LP1,537$644.0K0.39%––
Veritable, L.P.1,582$663.0K0.01%––
Cambridge Investment Research Advisors, Inc.1,615$677.0K0.00%––
Jackson Creek Investment Advisors LLC1,635$686.0K0.24%––
Csenge Advisory Group1,602$719.0K0.07%––
Central Trust Co1,740$730.0K0.03%––
Wealth Management Associates, Inc.1,743$730.8K0.46%––
Quantitative Investment Management, LLC1,747$732.0K0.06%––
Montanaro Asset Management Ltd1,750$734.0K0.11%––
Chartwell Investment Partners, LLC1,759$738.0K0.02%––
Fieldpoint Private Securities, LLC1,763$739.0K0.17%––
Commonwealth Equity Services, LLC1,770$742.0K0.00%––
Navellier & Associates Inc1,781$747.0K0.13%––
Everence Capital Management Inc1,797$753.0K0.07%––
Bessemer Securities LLC1,811$759.0K0.32%––
Segment Wealth Management, LLC1,813$760.0K0.10%––
GWM Advisors LLC1,824$765.0K0.02%––
Banco Bilbao Vizcaya Argentaria, S.A.1,834$769.0K0.02%––
Illinois Municipal Retirement Fund1,858$779.0K0.03%––
Greenleaf Trust1,871$784.0K0.01%––
Liberty Wealth Management LLC1,895$789.0K0.39%––
Buckley Wealth Management, LLC1,885$790.0K0.29%––
Fred Alger Management, LLC1,900$797.0K0.00%––
Budros, Ruhlin & Roe, Inc.1,914$803.0K0.10%––
Ontario Teachers Pension Plan Board1,922$806.0K0.01%––
Edmond de Rothschild Holding S.A.1,936$811.0K0.02%––
CIBC World Markets Inc.1,988$834.0K0.00%––
Tocqueville Asset Management L.P.2,000$839.0K0.01%––
Exencial Wealth Advisors, LLC2,000$839.0K0.05%––
Kestra Advisory Services, LLC2,008$842.0K0.01%––
Cypress Asset Management Inc2,030$851.0K0.24%––
Transform Wealth, LLC2,045$858.0K0.17%––
Redwood Investment Management, LLC2,051$858.0K0.16%––
World Asset Management Inc1,776$863.0K0.08%––
Keybank National Association2,067$867.0K0.00%––
Balasa Dinverno & Foltz LLC2,073$869.0K0.07%––