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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
Comerica Securities,inc.1,162$487.0K0.04%––
Ameritas Investment Partners, Inc.1,147$480.0K0.02%––
Evercore Wealth Management, LLC1,131$474.0K0.01%––
Captrust Financial Advisors1,121$470.0K0.01%––
Gilbert & Cook, Inc.1,122$470.0K0.09%––
Snowden Capital Advisors LLC1,111$465.8K0.03%––
ETF Managers Group, LLC1,109$463.0K0.01%––
Copperwynd Financial, LLC1,060$444.0K0.20%––
Menard Financial Group LLC1,052$441.0K0.47%––
Conning Inc.1,036$434.0K0.01%––
OneAscent Wealth Management LLC1,011$424.0K0.18%––
Western Financial Corporation1,005$422.0K0.26%––
Paloma Partners Management Co1,005$421.0K0.01%––
Acadian Asset Management LLC999$419.0K0.00%––
Harbor Advisors LLC1,000$419.0K0.09%––
Sawtooth Solutions, LLC986$413.0K0.09%––
Symmetry Partners, LLC976$409.0K0.03%––
Private Trust Co NA963$403.0K0.07%––
SevenOneSeven Capital Management946$397.0K1.46%––
Forte Capital LLC943$395.0K0.06%––
Wrapmanager Inc941$395.0K0.11%––
Institute for Wealth Management, LLC.939$394.0K0.08%––
QS Investors, LLC925$388.0K0.00%––
Bryn Mawr Trust Co905$379.0K0.02%––
Grove Bank & Trust902$378.0K0.09%––
Paradigm Asset Management Co LLC900$377.4K0.10%––
Clarius Group, LLC900$377.0K0.04%––
Natixis Investment Managers International881$369.0K0.03%––
Perpetual Investment Management Ltd877$367.0K0.06%––
Cresset Asset Management, LLC868$365.0K0.01%––
Segall Bryant & Hamill, LLC861$361.0K0.00%––
Empirical Finance, LLC809$361.0K0.06%––
Meiji Yasuda Asset Management Co Ltd.845$354.0K0.03%––
Raymond James Trust N.A.842$353.0K0.01%––
Veriti Management LLC841$353.0K0.09%––
Sentry Investment Management LLC834$350.0K0.10%––
Y-Intercept (Hong Kong) Ltd832$347.0K0.09%––
SFMG, LLC826$346.0K0.04%––
Bellevue Group AG816$342.0K0.00%––
Intellectus Partners, LLC786$329.0K0.09%––
BBVA USA Bancshares, Inc.781$328.0K0.02%––
RFG Advisory, LLC782$328.0K0.04%––
Elk River Wealth Management, LLC780$327.0K0.09%––
Meristem Family Wealth, LLC774$325.0K0.07%––
HBK Sorce Advisory LLC724$304.0K0.02%––
Toroso Investments, LLC720$302.0K0.01%––
Sowell Financial Services LLC632$301.0K0.01%––
GFG Capital, LLC695$291.0K0.10%––
Intercontinental Wealth Advisors, LLC694$291.0K0.06%––
Magellan Asset Management Ltd687$288.0K0.00%––
Resources Investment Advisors, LLC.681$286.0K0.01%––
Spire Wealth Management676$285.0K0.01%––
Trust Asset Management LLC674$283.0K0.04%––
Vident Investment Advisory, LLC673$283.0K0.01%––
Lido Advisors, LLC675$283.0K0.01%––
Camden Capital, LLC673$282.0K0.08%––
Pitcairn Co671$281.0K0.02%––
Federation des caisses Desjardins du Quebec664$278.5K0.00%––
Flagship Harbor Advisors, LLC663$278.0K0.03%––
Synovus Financial Corp659$277.0K0.00%––
MAI Capital Management656$275.0K0.01%––
Caxton Associates LP652$273.0K0.03%––
First Mercantile Trust Co645$270.0K0.03%––
Group One Trading, L.P.636$267.0K0.01%––
Accuvest Global Advisors637$267.0K0.14%––
U S Global Investors Inc634$266.0K0.01%––
Integrated Wealth Concepts LLC631$265.0K0.01%––
Brown Brothers Harriman & Co627$263.0K0.00%––
JustInvest LLC628$263.0K0.04%––
Tectonic Advisors LLC627$263.0K0.07%––
Fishman Jay A Ltd627$262.9K0.04%––
Usca Ria LLC623$261.0K0.02%––
Wedbush Securities Inc619$260.0K0.01%––
O'Shaughnessy Asset Management, LLC620$260.0K0.01%––
CAPROCK Group, Inc.620$260.0K0.03%––
Mitchell & Pahl Private Wealth, LLC615$258.0K0.20%––
Ascent Wealth Partners, LLC613$257.0K0.06%––
Perigon Wealth Management, LLC611$256.0K0.03%––
JS Capital Management LLC600$252.0K0.01%––
Telemus Capital, LLC573$252.0K0.02%––
Lombard Odier Asset Management (Switzerland) SA598$251.0K0.02%––
James Investment Research Inc593$249.0K0.02%––
Gotham Asset Management, LLC573$240.0K0.01%––
Zions Bancorporation, N.A.565$237.0K0.03%––
Prospera Financial Services Inc561$236.0K0.01%––
Tiger Eye Capital LLC558$234.0K0.05%––
Parallel Advisors, LLC559$234.0K0.01%––
Ancora Advisors, LLC555$233.0K0.01%––
Geneos Wealth Management Inc.479$232.0K0.01%––
Shelton Capital Management552$231.0K0.01%––
Meeder Asset Management Inc543$228.0K0.01%––
Lincoln National Corp530$222.0K0.01%––
Rockland Trust Co524$220.0K0.02%––
Horizon Investments, LLC525$220.0K0.01%––
Lombard Odier Asset Management (Europe) Ltd518$217.0K0.01%––
Aureus Asset Management, LLC515$216.0K0.02%––
BSW Wealth Partners514$216.0K0.06%––
Fukoku Mutual Life Insurance Co500$210.0K0.02%––
Signaturefd, LLC501$210.0K0.01%––
OneAscent Financial Services LLC501$210.0K0.21%––