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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, Q2 2021

Institutional positions in MSCI Inc. as of Jun 30, 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
757
+27 vs. Q1 2021
Shares held
74.8M
−297.9K (−0.4%) vs. Q1 2021
Total value
$39.9B
+$8.39B (+26.6%) vs. Q1 2021
New holders
78
293 more added
Sold out
51
278 more reduced

8 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 757 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 heldQ2 2021: $39.9B
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, Q2 2021

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2021.

Institutions holding MSCI in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Kelly Financial Services LLC16,001$300.00%+15,996+319,920.0%Added
Bartlett & Co. Wealth Management LLC1$5330.00%00.0%Unchanged
WestEnd Advisors, LLC–$5330.00%–New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%−19−86.4%Reduced
Bartlett & Co. LLC1$1.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC2$1.07K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.3$1.60K0.00%00.0%Unchanged
Bellevue Asset Management, LLC3$2.00K0.00%−103−97.2%Reduced
PEAK6 Investments LLC3$2.00K0.00%−47−94.0%Reduced
Crewe Advisors LLC4$2.00K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC3$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC3$2.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC4$2.00K0.00%+4New
Harbor Investment Advisory, LLC6$3.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC6$3.00K0.00%−1−14.3%Reduced
San Francisco Sentry Investment Group (Ca)5$3.00K0.00%00.0%Unchanged
Private Ocean, LLC5$3.00K0.00%00.0%Unchanged
First National Bank of South Miami5$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC6$3.00K0.00%+2+50.0%Added
Standard Family Office LLC5$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.5$3.00K0.00%+5New
Raffa Wealth Management, LLC7$3.73K0.00%−10−58.8%Reduced
Hudock, Inc.8$4.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC7$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC7$4.00K0.00%+7New
Thomas J. Herzfeld Advisors, Inc.9$5.00K0.00%00.0%Unchanged
Valley National Advisers Inc9$5.00K0.00%+4+80.0%Added
Clearstead Advisors, LLC10$5.00K0.00%+10New
Evolution Wealth Advisors, LLC12$6.00K0.00%−21−63.6%Reduced
Eukles Asset Management11$6.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.13$7.00K0.00%−1−7.1%Reduced
Crescent Capital Consulting, LLC14$7.00K0.00%+14New
FinTrust Capital Advisors, LLC16$9.00K0.00%−6−27.3%Reduced
Carroll Financial Associates, Inc.18$9.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.16$9.00K0.00%00.0%Unchanged
MV Capital Management, Inc.17$9.00K0.00%+14+466.7%Added
Exchange Traded Concepts, LLC19$10.0K0.00%−59−75.6%Reduced
Enterprise Financial Services Corp18$10.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc19$10.0K0.00%00.0%Unchanged
Versant Capital Management, Inc19$10.0K0.00%+5+35.7%Added
Hillsdale Investment Management Inc.20$11.0K0.00%+20New
Eagle Bay Advisors LLC19$11.0K0.01%+19New
Carmichael Hill & Associates, Inc.23$12.0K0.01%00.0%Unchanged
Front Row Advisors LLC19$12.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC22$12.0K0.01%+12+120.0%Added
Albion Financial Group23$12.0K0.00%+23New
Whittier Trust Co of Nevada Inc25$13.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.24$13.0K0.00%00.0%Unchanged
Counterpoint Mutual Funds LLC24$13.0K0.01%+24New
Tradition Wealth Management, LLC24$13.0K0.00%+24New
Resolute Partners Group26$14.0K0.00%00.0%Unchanged
Better Money Decisions, LLC28$15.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC31$16.0K0.00%+31New
Stuart Chaussee & Associates, Inc.31$17.0K0.01%00.0%Unchanged
Glassman Wealth Services32$17.0K0.00%+8+33.3%Added
Kistler-Tiffany Companies, LLC33$18.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.33$18.0K0.01%00.0%Unchanged
Earnest Partners LLC37$20.0K0.00%00.0%Unchanged
Accel Wealth Management37$20.0K0.01%00.0%Unchanged
Manchester Capital Management LLC37$20.0K0.00%+29+362.5%Added
Huntington National Bank40$21.0K0.00%00.0%Unchanged
Sierra Capital LLC41$22.0K0.00%00.0%Unchanged
Assetmark, Inc43$23.0K0.00%−9−17.3%Reduced
Sargent Bickham Lagudis LLC45$24.0K0.00%+1+2.3%Added
Princeton Global Asset Management LLC45$24.0K0.01%00.0%Unchanged
Washington Trust Co44$24.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc52$28.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC53$28.0K0.01%00.0%Unchanged
Red Door Wealth Management, LLC54$28.0K0.01%+54New
Benjamin Edwards Inc58$31.0K0.02%+58New
Semmax Financial Advisors Inc.60$32.0K0.01%00.0%Unchanged
Pin Oak Investment Advisors Inc62$33.0K0.03%−125−66.8%Reduced
Jacobi Capital Management LLC62$33.0K0.00%+23+59.0%Added
Lloyd Advisory Services, LLC.64$34.0K0.02%+20+45.5%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA65$34.6K0.04%00.0%Unchanged
Savior LLC66$35.0K0.03%00.0%Unchanged
SRS Capital Advisors, Inc.71$38.0K0.01%+71New
Lenox Wealth Advisors, LLC77$41.0K0.01%+51+196.2%Added
Clean Yield Group80$43.0K0.02%+80New
Gemmer Asset Management LLC82$44.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.84$45.0K0.00%−395−82.5%Reduced
KB Financial Partners, LLC85$45.0K0.02%−78−47.9%Reduced
FourThought Financial, LLC85$45.0K0.01%−6−6.6%Reduced
Creative Financial Designs Inc85$45.0K0.01%00.0%Unchanged
Altshuler Shaham Ltd87$46.0K0.00%+30+52.6%Added
Maverick Capital LtdSuperinvestorMaverick Capital89$47.0K0.00%−79−47.0%Reduced
Parkside Financial Bank & Trust87$47.0K0.01%+8+10.1%Added
PNC Managed Account Solutions, Inc.87$47.0K0.01%+87New
Jackson, Grant Investment Advisers, Inc.94$50.0K0.02%00.0%Unchanged
Barnett & Company, Inc.95$51.0K0.03%00.0%Unchanged
Massmutual Trust Co FSB99$53.0K0.00%+62+167.6%Added
Harvest Fund Management Co., Ltd107$57.0K0.01%+96+872.7%Added
CVA Family Office, LLC112$60.0K0.02%+30+36.6%Added
Lindbrook Capital, LLC118$63.0K0.01%00.0%Unchanged
Atlas Private Wealth Advisors125$67.0K0.04%+5+4.2%Added
Arkadios Wealth Advisors126$67.0K0.01%+60+90.9%Added
Sageworth Trust Co130$69.0K0.01%+130New
Walleye Trading LLC140$75.0K0.00%+140New
Selective Wealth Management, Inc.150$80.0K0.06%+150New
CX Institutional152$81.0K0.01%+26+20.6%Added