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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
Colony Group LLC5,597$2.35M0.05%––
Gofen & Glossberg LLC5,662$2.37M0.06%––
Grandeur Peak Global Advisors, LLC5,695$2.39M0.13%––
Trexquant Investment LP5,735$2.40M0.22%––
Daiwa Securities Group Inc.5,763$2.42M0.02%––
Panagora Asset Management Inc5,834$2.45M0.01%––
Shell Asset Management Co5,946$2.49M0.05%––
ProVise Management Group, LLC5,958$2.50M0.27%––
Proequities, Inc.5,960$2.50M0.18%––
Leverage Partners Absolute Return Fund SPC6,000$2.52M2.01%––
Oribel Capital Management, LP6,000$2.52M0.48%––
Chase Investment Counsel Corp6,055$2.54M1.16%––
Douglass Winthrop Advisors, LLC6,099$2.56M0.07%––
Ossiam6,171$2.59M0.08%––
Paradiem, LLC5,368$2.59M0.86%––
Maryland State Retirement & Pension System6,229$2.61M0.09%––
AQR Capital Management LLC6,339$2.65M0.00%––
Teachers Retirement System of the State of Kentucky6,325$2.65M0.03%––
Macquarie Group Ltd6,448$2.70M0.00%––
Freedom Day Solutions, LLC6,485$2.72M1.45%––
Optimal Asset Management, Inc.6,529$2.74M0.36%––
First Hawaiian Bank6,542$2.74M0.12%––
Fernwood Investment Management, LLC6,544$2.74M1.01%––
Covington Capital Management6,568$2.75M0.12%––
C WorldWide Group Holding A/S6,732$2.82M0.03%––
Atria Investments LLC6,753$2.83M0.06%––
Mercer Global Advisors Inc6,841$2.87M0.03%––
EFG Asset Management (Americas) Corp.6,853$2.88M0.59%––
Level Four Advisory Services, LLC7,063$2.96M0.23%––
Capital International Sarl7,175$3.01M0.29%––
Financial Counselors Inc7,253$3.04M0.07%––
Securian Asset Management, Inc7,274$3.05M0.07%––
Alcosta Capital Management, Inc.7,349$3.08M2.24%––
US Bancorp7,412$3.11M0.01%––
Ninety One North America, Inc.7,482$3.14M0.18%––
Tower Research Capital LLC (TRC)7,657$3.21M0.05%––
MML Investors Services, LLC7,784$3.26M0.03%––
Raymond James Financial Services Advisors, Inc.7,964$3.34M0.01%––
Jefferies Group LLC8,000$3.35M0.08%––
Public Sector Pension Investment Board8,034$3.37M0.02%––
Northstar Investment Advisors LLC8,037$3.37M0.49%––
Redwood Investments, LLC8,198$3.44M0.30%––
Security Asset Management8,322$3.49M1.44%––
Rockefeller Capital Management L.P.8,425$3.53M0.02%––
Crossmark Global Holdings, Inc.8,549$3.58M0.09%––
AE Wealth Management LLC8,718$3.65M0.04%––
HRT Financial LP8,845$3.71M0.04%––
Private Advisor Group, LLC8,843$3.71M0.04%––
Stephens Inc8,953$3.75M0.06%––
Glenmede Trust Co NA8,976$3.76M0.02%––
Hartford Investment Management Co9,020$3.78M0.10%––
First Horizon Corp9,035$3.79M0.36%––
Donaldson Capital Management, LLC9,077$3.81M0.21%––
Bokf, NA9,185$3.85M0.07%––
IFM Investors Pty Ltd9,200$3.86M0.10%––
The PNC Financial Services Group, Inc.9,340$3.92M0.00%––
APG Asset Management N.V.11,095$3.96M0.01%––
Flputnam Investment Management Co9,715$4.07M0.18%––
HighTower Advisors, LLC9,945$4.19M0.01%––
Vestmark Advisory Solutions, Inc.10,135$4.25M0.38%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,327$4.33M0.05%––
King Luther Capital Management Corp10,343$4.34M0.02%––
Achmea Investment Management B.V.10,588$4.44M0.15%––
DnB Asset Management AS10,706$4.49M0.03%––
Eventide Asset Management, LLC11,200$4.70M0.07%––
Eaton Vance Management11,268$4.72M0.01%––
Ensign Peak Advisors, Inc11,279$4.73M0.01%––
PDT Partners, LLC11,400$4.78M0.34%––
Waratah Capital Advisors Ltd.11,446$4.80M0.28%––
Mutual of America Capital Management LLC11,513$4.83M0.05%––
MUFG Securities EMEA plc11,807$4.95M0.04%––
AMG National Trust Bank11,814$4.95M0.17%––
Applied Research Investments, LLC11,812$4.95M1.81%––
Sumitomo Mitsui DS Asset Management Company, Ltd11,839$4.96M0.13%––
Xponance, Inc.11,859$4.97M0.11%––
Cunning Capital Partners, LP11,900$4.99M3.21%––
Dakota Wealth Management11,946$5.01M0.66%––
McKinley Capital Management LLC /Delaware12,090$5.07M0.38%––
Darwin Advisors, LLC12,107$5.08M0.89%––
Progressive Investment Management Corp12,126$5.08M1.79%––
SG Americas Securities, LLC12,245$5.13M0.03%––
Lazard Asset Management LLC12,419$5.21M0.01%––
Logan Capital Management Inc12,456$5.22M0.26%––
Nissay Asset Management Corp12,608$5.29M0.05%––
Connor, Clark & Lunn Investment Management Ltd.13,101$5.49M0.03%––
Commerce Bank13,169$5.52M0.04%––
Swiss Life Asset Management Ltd13,350$5.60M0.08%––
British Columbia Investment Management Corp13,621$5.71M0.04%––
Mackay Shields LLC13,676$5.73M0.04%––
Empire Life Investments Inc.13,683$5.74M0.39%––
Taikang Asset Management (Hong Kong) Co Ltd13,750$5.76M1.09%––
Texas Permanent School Fund13,789$5.78M0.07%––
Personal Capital Advisors Corp13,856$5.81M0.03%––
Eqis Capital Management, Inc.13,882$5.82M0.45%––
Banco Santander, S.A.14,027$5.88M0.04%––
Metropolitan Life Insurance Co14,169$5.94M0.09%––
K.J. Harrison & Partners Inc14,305$6.00M0.93%––
Susquehanna Fundamental Investments, LLC14,504$6.08M0.10%––
State of Tennessee, Treasury Department14,684$6.16M0.03%––
Marsico Capital Management LLC14,888$6.24M0.16%––