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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
Corient Capital Partners, LLC2,901$1.22M0.10%––
Davidson Capital Management Inc.2,837$1.19M0.62%––
BP PLC2,790$1.17M0.04%––
IBM Retirement Fund2,752$1.15M0.08%––
Wealthspire Advisors, LLC2,693$1.13M0.03%––
AGF Investments LLC2,634$1.10M0.13%––
FIL Ltd2,604$1.09M0.00%––
Norinchukin Bank, The2,556$1.07M0.01%––
Three Peaks Capital Management, LLC2,513$1.05M0.33%––
Redpoint Investment Management Pty Ltd2,474$1.04M0.09%––
Icon Wealth Partners, LLC2,465$1.03M0.13%––
Vestcor Inc2,453$1.03M0.04%––
LVW Advisors, LLC2,444$1.02M0.20%––
TrimTabs Asset Management, LLC2,378$1.01M0.51%––
Contravisory Investment Management, Inc.2,380$998.0K0.31%––
Aft, Forsyth & Sober, LLC14,500$995.0K0.41%––
Bennett Selby Investments LP2,372$994.0K0.77%––
Capital Asset Advisory Services LLC2,358$989.0K0.15%––
American Portfolios Advisors2,334$978.6K0.04%––
Dana Investment Advisors, Inc.2,324$974.0K0.05%––
Kentucky Retirement Systems Insurance Trust Fund2,312$969.0K0.10%––
Bienville Capital Management, LLC2,310$969.0K0.29%––
Canandaigua National Corp2,277$955.0K0.16%––
Pier Capital, LLC2,226$933.0K0.09%––
Atlas Capital Advisors LLC2,225$932.9K0.18%––
Seeyond2,206$924.0K0.09%––
Cetera Advisor Networks LLC2,178$913.0K0.02%––
Cetera Investment Advisers2,156$904.0K0.02%––
Donoghue Forlines LLC2,157$904.0K0.18%––
Creative Planning2,144$899.0K0.00%––
Angeles Investment Advisors, LLC2,135$895.0K0.07%––
Copeland Capital Management, LLC2,123$890.0K0.03%––
Strategy Asset Managers LLC2,106$883.0K0.20%––
Wolverine Trading, LLC2,111$881.0K0.02%––
Baker Tilly Wealth Management, LLC2,082$873.0K0.18%––
Virtu Financial LLC2,078$871.0K0.06%––
Ethic Inc.2,078$871.0K0.16%––
Balasa Dinverno & Foltz LLC2,073$869.0K0.07%––
Keybank National Association2,067$867.0K0.00%––
World Asset Management Inc1,776$863.0K0.08%––
Transform Wealth, LLC2,045$858.0K0.17%––
Redwood Investment Management, LLC2,051$858.0K0.16%––
Cypress Asset Management Inc2,030$851.0K0.24%––
Kestra Advisory Services, LLC2,008$842.0K0.01%––
Tocqueville Asset Management L.P.2,000$839.0K0.01%––
Exencial Wealth Advisors, LLC2,000$839.0K0.05%––
CIBC World Markets Inc.1,988$834.0K0.00%––
Edmond de Rothschild Holding S.A.1,936$811.0K0.02%––
Ontario Teachers Pension Plan Board1,922$806.0K0.01%––
Budros, Ruhlin & Roe, Inc.1,914$803.0K0.10%––
Fred Alger Management, LLC1,900$797.0K0.00%––
Buckley Wealth Management, LLC1,885$790.0K0.29%––
Liberty Wealth Management LLC1,895$789.0K0.39%––
Greenleaf Trust1,871$784.0K0.01%––
Illinois Municipal Retirement Fund1,858$779.0K0.03%––
Banco Bilbao Vizcaya Argentaria, S.A.1,834$769.0K0.02%––
GWM Advisors LLC1,824$765.0K0.02%––
Segment Wealth Management, LLC1,813$760.0K0.10%––
Bessemer Securities LLC1,811$759.0K0.32%––
Everence Capital Management Inc1,797$753.0K0.07%––
Navellier & Associates Inc1,781$747.0K0.13%––
Commonwealth Equity Services, LLC1,770$742.0K0.00%––
Fieldpoint Private Securities, LLC1,763$739.0K0.17%––
Chartwell Investment Partners, LLC1,759$738.0K0.02%––
Montanaro Asset Management Ltd1,750$734.0K0.11%––
Quantitative Investment Management, LLC1,747$732.0K0.06%––
Wealth Management Associates, Inc.1,743$730.8K0.46%––
Central Trust Co1,740$730.0K0.03%––
Csenge Advisory Group1,602$719.0K0.07%––
Jackson Creek Investment Advisors LLC1,635$686.0K0.24%––
Cambridge Investment Research Advisors, Inc.1,615$677.0K0.00%––
Veritable, L.P.1,582$663.0K0.01%––
HWG Holdings LP1,537$644.0K0.39%––
Merit Financial Group, LLC1,521$638.0K0.07%––
LS Investment Advisors, LLC1,516$636.0K0.04%––
Boothbay Fund Management, LLC1,508$632.0K0.03%––
Chicago Partners Investment Group LLC1,242$605.0K0.05%––
Sheets Smith Wealth Management1,432$600.0K0.09%––
Schonfeld Strategic Advisors LLC1,415$593.0K0.01%––
Moody Lynn & Lieberson, LLC1,404$589.0K0.05%––
Ballentine Partners, LLC1,390$583.0K0.02%––
Mountain Capital Investment Advisors, Inc1,250$575.0K0.29%––
Profund Advisors LLC1,338$561.0K0.02%––
JSF Financial, LLC1,335$560.0K0.35%––
Advisory Services Network, LLC1,304$547.0K0.02%––
Personal Cfo Solutions, LLC1,292$542.0K0.12%––
WealthBridge Capital Management, LLC1,274$534.0K0.22%––
Wetherby Asset Management Inc1,272$533.0K0.04%––
Sigma Planning Corp1,266$531.0K0.02%––
Elevated Capital Advisors, LLC1,135$531.0K0.21%––
Checchi Capital Advisers, LLC1,265$530.0K0.07%––
SRN Advisors, LLC1,260$528.3K0.19%––
Wealth Alliance1,235$518.0K0.15%––
IndexIQ Advisors LLC1,229$515.0K0.02%––
Allstate Corp1,216$510.0K0.02%––
Livforsakringsbolaget Skandia, Omsesidigt1,200$503.0K0.04%––
Blair William & Co1,197$502.0K0.00%––
Ieq Capital, LLC1,187$498.0K0.02%––
Alpha Paradigm Partners, LLC1,171$491.0K0.19%––
NEXT Financial Group, Inc1,165$488.0K0.04%––