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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
Rehmann Capital Advisory Group497$208.5K0.02%––
Smithfield Trust Co492$207.0K0.01%––
Prescott Group Capital Management, L.L.C.491$206.0K0.06%––
Proficio Capital Partners LLC488$205.0K0.03%––
Thoroughbred Financial Services, LLC482$202.0K0.06%––
IFP Advisors, Inc481$202.0K0.00%––
First Pacific Advisors, LP480$201.0K0.00%––
Barrett Asset Management, LLC475$199.0K0.01%––
CNB Bank440$184.0K0.13%––
Ellevest, Inc.413$173.0K0.02%––
Green Harvest Asset Management LLC378$162.0K0.04%––
City Holding Co361$151.0K0.03%––
Advisors Asset Management, Inc.355$148.8K0.00%––
JCIC Asset Management Inc.338$142.0K0.05%––
Quadrant Capital Group LLC329$138.0K0.02%––
Harbour Investments, Inc.304$128.0K0.00%––
First Horizon Advisors, Inc.284$118.0K0.01%––
CWM, LLC216$115.0K0.00%––
Graves-Light Private Wealth Management, Inc.254$106.0K0.02%––
Perennial Advisors, LLC250$105.0K0.03%––
Veritas Investment Partners (UK) Ltd.245$103.0K0.00%––
Berman Capital Advisors, LLC206$86.0K0.02%––
Penserra Capital Management LLC204$85.0K0.00%––
Cullen/Frost Bankers, Inc.195$82.0K0.00%––
Ci Investments Inc.196$82.0K0.00%––
State of Wyoming192$81.0K0.13%––
Private Capital Group, LLC192$80.0K0.02%––
Pin Oak Investment Advisors Inc187$78.0K0.07%––
Geo Capital Gestora de Recursos Ltd186$78.0K0.04%––
Northwestern Mutual Wealth Management Co182$77.0K0.00%––
Heritage Wealth Management, LLC181$76.0K0.04%––
FORA Capital, LLC177$74.0K0.02%––
Whittier Trust Co173$73.0K0.00%––
Maverick Capital LtdSuperinvestorMaverick Capital168$70.0K0.00%––
KB Financial Partners, LLC163$68.0K0.03%––
Parallax Volatility Advisers, L.P.152$64.0K0.00%––
Leonteq Securities AG144$60.4K0.00%––
Global Retirement Partners, LLC138$58.0K0.01%––
CX Institutional126$53.0K0.00%––
Exane Derivatives125$52.4K0.02%––
Atlas Private Wealth Advisors120$50.0K0.03%––
Lindbrook Capital, LLC118$49.0K0.01%––
Capstone Investment Advisors, LLC110$46.0K0.00%––
Allred Capital Management, LLC106$44.4K0.02%––
Bellevue Asset Management, LLC106$44.0K0.03%––
Barnett & Company, Inc.95$40.0K0.02%––
Newfound Research LLC92$39.0K0.09%––
Jackson, Grant Investment Advisers, Inc.94$39.0K0.02%––
FourThought Financial, LLC91$38.0K0.01%––
Creative Financial Designs Inc85$36.0K0.01%––
Ameritas Investment Company, LLC85$35.6K0.00%––
Gemmer Asset Management LLC82$34.0K0.01%––
CVA Family Office, LLC82$34.0K0.01%––
Parkside Financial Bank & Trust79$33.0K0.01%––
Exchange Traded Concepts, LLC78$33.0K0.00%––
Wealthcare Advisory Partners LLC66$28.0K0.00%––
Savior LLC66$28.0K0.03%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA65$27.3K0.04%––
Arkadios Wealth Advisors66$27.0K0.00%––
Semmax Financial Advisors Inc.60$25.0K0.01%––
International Assets Investment Management, LLC57$25.0K0.00%––
Altshuler Shaham Ltd57$24.0K0.00%––
CSat Investment Advisory, L.P.57$24.0K0.02%––
Farmers & Merchants Investments Inc52$22.0K0.00%––
Assetmark, Inc52$22.0K0.00%––
Carolinas Wealth Consulting LLC53$22.0K0.01%––
Manchester Financial Inc50$21.0K0.01%––
Sun Life Financial INC50$21.0K0.00%––
PEAK6 Investments LLC50$21.0K0.00%––
Sargent Bickham Lagudis LLC44$19.0K0.00%––
Princeton Global Asset Management LLC45$19.0K0.01%––
Washington Trust Co44$18.0K0.00%––
Lloyd Advisory Services, LLC.44$18.0K0.01%––
Eudaimonia Partners, LLC43$18.0K0.00%––
Huntington National Bank40$17.0K0.00%––
Sierra Capital LLC41$17.0K0.00%––
Earnest Partners LLC37$16.0K0.00%––
Massmutual Trust Co FSB37$16.0K0.00%––
Jacobi Capital Management LLC39$16.0K0.00%––
Accel Wealth Management37$16.0K0.01%––
CenterStar Asset Management, LLC–$15.0K0.02%––
Duncker Streett & Co Inc33$14.0K0.00%––
Kistler-Tiffany Companies, LLC33$14.0K0.00%––
Pinnacle Bancorp, Inc.33$14.0K0.01%––
Evolution Wealth Advisors, LLC33$14.0K0.00%––
Stuart Chaussee & Associates, Inc.31$13.0K0.01%––
Better Money Decisions, LLC28$12.0K0.01%––
Lenox Wealth Advisors, LLC26$11.0K0.00%––
Whittier Trust Co of Nevada Inc25$10.0K0.00%––
Tarbox Family Office, Inc.24$10.0K0.00%––
Glassman Wealth Services24$10.0K0.00%––
Carmichael Hill & Associates, Inc.23$10.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC22$9.00K0.00%––
FinTrust Capital Advisors, LLC22$9.00K0.00%––
Enterprise Financial Services Corp18$8.00K0.00%––
AdvisorNet Financial, Inc19$8.00K0.00%––
Front Row Advisors LLC19$8.00K0.00%––
Sofos Investments, Inc.18$7.43K0.15%––
Raffa Wealth Management, LLC17$7.13K0.00%––
Carroll Financial Associates, Inc.18$7.00K0.00%––