MSCI Inc.

MSCI

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0001408198

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $31.6B

Institutions holding MSCI and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Virtu Financial LLC	2,078	$871.0K	0.06%	–	–
Ethic Inc.	2,078	$871.0K	0.16%	–	–
Baker Tilly Wealth Management, LLC	2,082	$873.0K	0.18%	–	–
Wolverine Trading, LLC	2,111	$881.0K	0.02%	–	–
Strategy Asset Managers LLC	2,106	$883.0K	0.20%	–	–
Copeland Capital Management, LLC	2,123	$890.0K	0.03%	–	–
Angeles Investment Advisors, LLC	2,135	$895.0K	0.07%	–	–
Creative Planning	2,144	$899.0K	0.00%	–	–
Cetera Investment Advisers	2,156	$904.0K	0.02%	–	–
Donoghue Forlines LLC	2,157	$904.0K	0.18%	–	–
Cetera Advisor Networks LLC	2,178	$913.0K	0.02%	–	–
Seeyond	2,206	$924.0K	0.09%	–	–
Atlas Capital Advisors LLC	2,225	$932.9K	0.18%	–	–
Pier Capital, LLC	2,226	$933.0K	0.09%	–	–
Canandaigua National Corp	2,277	$955.0K	0.16%	–	–
Kentucky Retirement Systems Insurance Trust Fund	2,312	$969.0K	0.10%	–	–
Bienville Capital Management, LLC	2,310	$969.0K	0.29%	–	–
Dana Investment Advisors, Inc.	2,324	$974.0K	0.05%	–	–
American Portfolios Advisors	2,334	$978.6K	0.04%	–	–
Capital Asset Advisory Services LLC	2,358	$989.0K	0.15%	–	–
Bennett Selby Investments LP	2,372	$994.0K	0.77%	–	–
Aft, Forsyth & Sober, LLC	14,500	$995.0K	0.41%	–	–
Contravisory Investment Management, Inc.	2,380	$998.0K	0.31%	–	–
TrimTabs Asset Management, LLC	2,378	$1.01M	0.51%	–	–
LVW Advisors, LLC	2,444	$1.02M	0.20%	–	–
Vestcor Inc	2,453	$1.03M	0.04%	–	–
Icon Wealth Partners, LLC	2,465	$1.03M	0.13%	–	–
Redpoint Investment Management Pty Ltd	2,474	$1.04M	0.09%	–	–
Three Peaks Capital Management, LLC	2,513	$1.05M	0.33%	–	–
Norinchukin Bank, The	2,556	$1.07M	0.01%	–	–
FIL Ltd	2,604	$1.09M	0.00%	–	–
AGF Investments LLC	2,634	$1.10M	0.13%	–	–
Wealthspire Advisors, LLC	2,693	$1.13M	0.03%	–	–
IBM Retirement Fund	2,752	$1.15M	0.08%	–	–
BP PLC	2,790	$1.17M	0.04%	–	–
Davidson Capital Management Inc.	2,837	$1.19M	0.62%	–	–
Corient Capital Partners, LLC	2,901	$1.22M	0.10%	–	–
Mirae Asset Global Investments Co., Ltd.	2,910	$1.22M	0.00%	–	–
AlphaCrest Capital Management LLC	2,920	$1.22M	0.07%	–	–
Park Avenue Securities LLC	2,952	$1.24M	0.03%	–	–
Mackenzie Financial Corp	2,982	$1.25M	0.00%	–	–
First Manhattan Co	3,000	$1.26M	0.01%	–	–
Advisor OS, LLC	3,028	$1.27M	0.29%	–	–
Cigna Investments Inc	3,046	$1.28M	0.09%	–	–
Orion Portfolio Solutions, LLC	3,068	$1.29M	0.06%	–	–
Shilanski & Associates, Inc.	3,086	$1.29M	0.69%	–	–
Virtue Capital Management, LLC	3,114	$1.31M	0.31%	–	–
NewEdge Wealth, LLC	3,116	$1.31M	0.13%	–	–
Davy Global Fund Management Ltd	3,171	$1.33M	0.23%	–	–
Bank Hapoalim BM	3,216	$1.35M	0.17%	–	–
Cavalier Investments, LLC	3,259	$1.37M	0.59%	–	–
Scotia Capital Inc.	3,289	$1.38M	0.01%	–	–
Advisor Partners LLC	3,363	$1.41M	0.10%	–	–
Sompo Asset Management Co., Ltd.	3,380	$1.42M	0.32%	–	–
D. E. Shaw & Co., Inc.	3,404	$1.43M	0.00%	–	–
Paragon Advisors, LLC	3,422	$1.44M	0.78%	–	–
Avestar Capital, LLC	3,058	$1.48M	0.33%	–	–
Bank Julius Baer & Co. Ltd, Zurich	3,595	$1.51M	0.01%	–	–
YorkBridge Wealth Partners, LLC	3,603	$1.51M	0.45%	–	–
Jane Street Group, LLC	3,620	$1.52M	0.00%	–	–
Westwood Holdings Group Inc.	3,660	$1.53M	0.02%	–	–
Blueshift Asset Management, LLC	3,663	$1.54M	0.16%	–	–
Steward Partners Investment Advisory, LLC	3,686	$1.55M	0.03%	–	–
Fairbanks Capital Management, Inc.	3,690	$1.55M	1.30%	–	–
Cubist Systematic Strategies, LLC	3,691	$1.55M	0.02%	–	–
Millennium Management LLC	3,705	$1.55M	0.00%	–	–
Northwestern Mutual Investment Management Company, LLC	3,743	$1.57M	0.03%	–	–
HighPoint Advisor Group LLC	3,554	$1.59M	0.18%	–	–
E. Ohman J:or Asset Management AB	3,812	$1.60M	0.06%	–	–
Verition Fund Management LLC	3,833	$1.61M	0.03%	–	–
Employees Retirement System of Texas	3,951	$1.66M	0.02%	–	–
Spectrum Management Group, LLC	3,956	$1.66M	0.33%	–	–
BlueMar Capital Management, LLC	4,302	$1.80M	0.39%	–	–
Gamco Investors, Inc. Et Al	4,361	$1.83M	0.02%	–	–
Alamar Capital Management, LLC	4,539	$1.90M	1.83%	–	–
Fifth Third Bancorp	4,622	$1.94M	0.01%	–	–
O'Shares Investment Advisers, LLC	4,625	$1.94M	0.14%	–	–
Sumitomo Life Insurance Co	4,686	$1.97M	0.08%	–	–
National Asset Management, Inc.	4,748	$1.99M	0.07%	–	–
Pacer Advisors, Inc.	4,842	$2.03M	0.04%	–	–
Birinyi Associates Inc	4,850	$2.03M	0.78%	–	–
Grace Capital	4,850	$2.03M	1.29%	–	–
Aptus Capital Advisors, LLC	4,873	$2.04M	0.11%	–	–
USS Investment Management Ltd	4,900	$2.06M	0.02%	–	–
M&T Bank Corp	4,956	$2.08M	0.01%	–	–
Amalgamated Bank	4,970	$2.08M	0.08%	–	–
Wealthfront Advisers LLC	4,970	$2.08M	0.01%	–	–
Equitable Trust Co	5,041	$2.11M	0.16%	–	–
Kentucky Retirement Systems	5,050	$2.12M	0.10%	–	–
Northwest & Ethical Investments L.P.	5,058	$2.12M	0.07%	–	–
Louisiana State Employees Retirement System	5,100	$2.14M	0.06%	–	–
Candriam Luxembourg S.C.A.	5,050	$2.17M	0.02%	–	–
Tributary Capital Management, LLC	5,200	$2.18M	0.17%	–	–
Edgestream Partners, L.P.	5,292	$2.22M	0.12%	–	–
CWM Advisors, LLC	5,381	$2.26M	0.35%	–	–
New Mexico Educational Retirement Board	5,400	$2.26M	0.09%	–	–
Fortis Capital Management LLC	5,409	$2.27M	1.31%	–	–
ING Groep NV	5,467	$2.29M	0.05%	–	–
Gardner Lewis Asset Management L P	5,550	$2.33M	0.42%	–	–
PFG Advisors	5,551	$2.33M	0.30%	–	–