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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
Brewin Dolphin Ltd15,199$6.37M0.34%––
Oregon Public Employees Retirement Fund15,323$6.42M0.08%––
Utah Retirement Systems15,415$6.46M0.09%––
Ambassador Advisors, LLC15,423$6.47M1.45%––
TD Private Client Wealth LLC15,506$6.50M0.30%––
Evoke Wealth, LLC15,548$6.52M0.29%––
KBC Group NV15,773$6.61M0.03%––
United Capital Financial Advisers, LLC16,319$6.84M0.04%––
Cambridge Financial Group, Inc.16,354$6.86M3.03%––
Bank of Nova Scotia16,560$6.94M0.01%––
TownSquare Capital, LLC16,806$7.05M0.27%––
ExodusPoint Capital Management, LP16,834$7.06M0.14%––
Marks Group Wealth Management, Inc16,862$7.07M1.05%––
B. Metzler seel. Sohn & Co. Holding AG17,159$7.19M0.12%––
ProShare Advisors LLC17,181$7.20M0.02%––
Hantz Financial Services, Inc.17,186$7.21M0.30%––
Oppenheimer Asset Management Inc.17,227$7.22M0.11%––
Gulf International Bank (UK) Ltd17,413$7.30M0.10%––
Skandinaviska Enskilda Banken AB (publ)17,462$7.32M0.05%––
Guggenheim Capital LLC17,512$7.34M0.05%––
Baldwin Brothers Inc17,530$7.35M0.87%––
Middleton & Co Inc17,881$7.50M0.84%––
Stanley-Laman Group, Ltd.18,518$7.76M1.28%––
Dock Street Asset Management Inc18,556$7.78M1.62%––
Dixon Hubard Feinour & Brown Inc18,576$7.79M1.85%––
Susquehanna International Group, LLP18,929$7.94M0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)19,344$8.11M0.05%––
Gabelli Funds LLC19,640$8.23M0.06%––
MetLife Investment Management19,678$8.25M0.08%––
Capital World Investors19,751$8.28M0.00%––
Capitolis Advisors LLC19,821$8.31M0.14%––
Handelsbanken Fonder AB19,926$8.36M0.05%––
Marietta Investment Partners LLC19,948$8.36M2.07%––
RBF Capital, LLC20,000$8.39M0.53%––
Nomura Asset Management Co Ltd21,184$8.88M0.06%––
Credit Agricole S A21,877$9.17M0.35%––
Vontobel Holding Ltd.22,051$9.24M0.07%––
State of Alaska, Department of Revenue22,315$9.36M0.10%––
Martin Investment Management, LLC22,332$9.36M2.64%––
DuPont Capital Management Corp22,596$9.47M0.23%––
Triasima Portfolio Management inc.22,890$9.60M0.48%––
Janney Montgomery Scott LLC22,917$9.61M0.05%––
Arizona State Retirement System23,360$9.79M0.09%––
Comerica Bank20,570$10.0M0.06%––
Inverness Counsel LLC25,044$10.5M0.43%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.25,350$10.6M0.07%––
AGF Investments America Inc.25,935$10.9M2.75%––
LPL Financial LLC26,244$11.0M0.01%––
Bishop Rock Capital, L.P.26,324$11.0M3.75%––
Andra AP-fonden26,600$11.2M0.25%––
Aviva PLC26,745$11.2M0.05%––
Baldrige Asset Management LLC27,060$11.3M6.20%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund27,390$11.5M0.10%––
Two Sigma Advisers, LP27,439$11.5M0.03%––
Healthcare of Ontario Pension Plan Trust Fund27,799$11.7M0.03%––
Texas Yale Capital Corp.28,221$11.8M0.74%––
People's United Financial, Inc.28,264$11.8M0.28%––
Dai-Ichi Life Insurance Company, Ltd28,714$12.0M0.17%––
Vancity Investment Management Ltd28,920$12.1M2.23%––
Voloridge Investment Management, LLC29,046$12.2M0.09%––
AMP Capital Investors Ltd29,351$12.3M0.06%––
PGGM Investments29,407$12.3M0.05%––
Scout Investments, Inc.29,412$12.3M0.19%––
NN Investment Partners Holdings N.V.29,492$12.4M0.07%––
Treasurer of the State of North Carolina29,503$12.4M0.08%––
Los Angeles Capital Management LLC29,666$12.4M0.06%––
Pittenger & Anderson Inc29,761$12.5M0.67%––
TCW Group Inc30,625$12.8M0.12%––
Forsta Ap-Fonden30,700$12.9M0.18%––
Retirement Systems of Alabama30,800$12.9M0.05%––
Putnam Investments LLC30,846$12.9M0.02%––
Royal London Asset Management Ltd31,562$13.2M0.06%––
Ninety One UK Ltd31,774$13.3M0.04%––
AustralianSuper Pty Ltd32,295$13.5M0.11%––
Westpac Banking Corp32,352$13.6M0.15%––
Rheos Capital Works Inc.32,800$13.8M0.91%––
Worldquant Millennium Advisors LLC33,203$13.9M0.30%––
Nomura Holdings Inc33,570$14.1M0.10%––
Assenagon Asset Management S.A.33,656$14.1M0.07%––
American International Group, Inc.34,445$14.4M0.06%––
Standard Life Aberdeen plc34,556$14.5M0.03%––
FDx Advisors, Inc.34,715$14.6M0.55%––
Truist Financial Corp34,853$14.6M0.03%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP35,810$15.0M0.17%––
Hancock Whitney Corp35,871$15.0M0.51%––
Agf Investments Inc.35,911$15.1M0.12%––
SeaTown Holdings Pte. Ltd.36,000$15.1M0.85%––
Advisor Group Holdings, Inc.36,502$15.3M0.04%––
Artemis Investment Management LLP38,261$16.0M0.15%––
Storebrand Asset Management AS38,793$16.3M0.09%––
Rafferty Asset Management, LLC40,622$17.0M0.12%––
First Trust Advisors LP41,791$17.5M0.02%––
Quantum Capital Management, LLC42,882$18.0M2.39%––
Bridgecreek Investment Management, LLC43,100$18.1M2.80%––
Natixis Advisors, L.P.43,434$18.2M0.10%––
Public Employees Retirement System of Ohio43,482$18.2M0.07%––
First Republic Investment Management, Inc.43,514$18.2M0.06%––
Castleark Management LLC45,060$18.9M0.68%––
Williams Jones Wealth Management, LLC.45,132$18.9M0.30%––
Pictet Asset Management Ltd45,558$19.1M0.02%––