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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,087 | $37.7B |
| Q1 2026 | 1,068 | $35.1B |
| Q4 2025 | 1,081 | $38.6B |
| Q3 2025 | 1,039 | $38.8B |
| Q2 2025 | 1,087 | $41.2B |
| Q1 2025 | 1,082 | $40.2B |
| Q4 2024 | 1,071 | $42.6B |
| Q3 2024 | 1,001 | $40.7B |
| Q2 2024 | 939 | $34.2B |
| Q1 2024 | 922 | $40.1B |
| Q4 2023 | 881 | $40.5B |
| Q3 2023 | 832 | $36.7B |
| Q2 2023 | 814 | $33.4B |
| Q1 2023 | 821 | $40.7B |
| Q4 2022 | 804 | $33.6B |
| Q3 2022 | 742 | $30.1B |
| Q2 2022 | 748 | $29.8B |
| Q1 2022 | 820 | $36.6B |
| Q4 2021 | 851 | $45.2B |
| Q3 2021 | 810 | $45.1B |
| Q2 2021 | 757 | $39.9B |
| Q1 2021 | 738 | $31.6B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Boit C F David | 160 | $85.0K | 0.06% | +160 | New |
| Ci Investments Inc. | 167 | $89.0K | 0.00% | −29−14.8% | Reduced |
| Global Retirement Partners, LLC | 170 | $91.0K | 0.01% | +32+23.2% | Added |
| Whittier Trust Co | 186 | $99.0K | 0.00% | +13+7.5% | Added |
| State of Wyoming | 187 | $100.0K | 0.06% | −5−2.6% | Reduced |
| Private Capital Group, LLC | 192 | $102.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 195 | $104.0K | 0.00% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 211 | $112.0K | 0.05% | +25+13.4% | Added |
| CWM, LLC | 216 | $115.0K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $131.0K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 250 | $133.0K | 0.04% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 250 | $133.0K | 0.02% | +44+21.4% | Added |
| Godsey & Gibb Associates | 250 | $133.0K | 0.08% | +250 | New |
| Graves-Light Private Wealth Management, Inc. | 254 | $135.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 298 | $158.0K | 0.01% | +14+4.9% | Added |
| Quadrant Capital Group LLC | 312 | $166.0K | 0.02% | −17−5.2% | Reduced |
| Spire Wealth Management | 314 | $167.0K | 0.00% | −362−53.6% | Reduced |
| Harbour Investments, Inc. | 314 | $168.0K | 0.01% | +10+3.3% | Added |
| Anfield Capital Management, LLC | 322 | $172.0K | 0.07% | +322 | New |
| IFP Advisors, Inc | 346 | $185.0K | 0.00% | −135−28.1% | Reduced |
| Exane Derivatives | 333 | $185.7K | 0.04% | +208+166.4% | Added |
| James Investment Research Inc | 363 | $194.0K | 0.02% | −230−38.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 366 | $195.0K | 0.00% | +184+101.1% | Added |
| Choate Investment Advisors | 375 | $200.0K | 0.01% | +375 | New |
| Green Harvest Asset Management LLC | 378 | $202.0K | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 389 | $207.2K | 0.00% | −275−41.4% | Reduced |
| WealthPLAN Partners, LLC | 334 | $209.0K | 0.01% | +334 | New |
| Blue Edge Capital, LLC | 400 | $213.2K | 0.04% | +400 | New |
| Veracity Capital LLC | 401 | $214.0K | 0.05% | +401 | New |
| EP Wealth Advisors, LLC | 404 | $215.0K | 0.01% | +404 | New |
| Heritage Wealth Management, LLC | 408 | $217.0K | 0.08% | +227+125.4% | Added |
| Ellevest, Inc. | 409 | $218.0K | 0.02% | −4−1.0% | Reduced |
| Independent Advisor Alliance | 409 | $218.0K | 0.01% | +409 | New |
| Parallax Volatility Advisers, L.P. | 420 | $224.0K | 0.00% | +268+176.3% | Added |
| Coldstream Capital Management Inc | 430 | $229.0K | 0.01% | +430 | New |
| Gsa Capital Partners LLP | 441 | $235.0K | 0.03% | +441 | New |
| West Family Investments, Inc. | 447 | $238.0K | 0.07% | +447 | New |
| Tudor Investment Corp Et Al | 451 | $240.0K | 0.00% | +451 | New |
| Chesapeake Wealth Management | 450 | $240.0K | 0.08% | +450 | New |
| Vident Investment Advisory, LLC | 457 | $243.0K | 0.01% | −216−32.1% | Reduced |
| Fiduciary Trust Co | 459 | $245.0K | 0.00% | +459 | New |
| Wealth Advisory Solutions, LLC | 460 | $245.0K | 0.06% | +460 | New |
| Citadel Advisors LLC | 466 | $248.0K | 0.00% | +466 | New |
| JCIC Asset Management Inc. | 378 | $250.0K | 0.06% | +40+11.8% | Added |
| Barrett Asset Management, LLC | 475 | $253.0K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 474 | $253.0K | 0.01% | +474 | New |
| First Pacific Advisors, LP | 480 | $256.0K | 0.00% | 00.0% | Unchanged |
| Covenant Multifamily Offices, LLC | 484 | $258.0K | 0.05% | +484 | New |
| Old National Bancorp | 485 | $259.0K | 0.01% | +485 | New |
| Regentatlantic Capital LLC | 488 | $260.0K | 0.01% | +488 | New |
| Smithfield Trust Co | 492 | $262.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 494 | $263.0K | 0.01% | −137−21.7% | Reduced |
| Rehmann Capital Advisory Group | 496 | $264.6K | 0.03% | −1−0.2% | Reduced |
| Proficio Capital Partners LLC | 499 | $266.0K | 0.03% | +11+2.3% | Added |
| Jefferies Group LLC | 500 | $266.5K | 0.00% | −7,500−93.8% | Reduced |
| CNB Bank | 508 | $271.0K | 0.17% | +68+15.5% | Added |
| Winton Group Ltd | 510 | $272.0K | 0.01% | +510 | New |
| Aureus Asset Management, LLC | 515 | $275.0K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 520 | $278.0K | 0.03% | +520 | New |
| Atlas Capital Advisors LLC | 528 | $281.5K | 0.05% | −1,697−76.3% | Reduced |
| Fermata Advisors, LLC | 537 | $286.0K | 0.17% | +537 | New |
| Accuvest Global Advisors | 544 | $290.0K | 0.15% | −93−14.6% | Reduced |
| Shelton Capital Management | 552 | $294.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 555 | $296.0K | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 557 | $297.0K | 0.06% | −70−11.2% | Reduced |
| Tiger Eye Capital LLC | 558 | $297.0K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 562 | $300.0K | 0.03% | −3−0.5% | Reduced |
| Castleview Partners, LLC | 563 | $300.0K | 0.13% | +563 | New |
| Magellan Asset Management Ltd | 570 | $304.0K | 0.00% | −117−17.0% | Reduced |
| Signaturefd, LLC | 573 | $305.0K | 0.01% | +72+14.4% | Added |
| D. E. Shaw & Co., Inc. | 574 | $306.0K | 0.00% | −2,830−83.1% | Reduced |
| Anchor Investment Management, LLC | 589 | $314.0K | 0.04% | +585+14,625.0% | Added |
| Comerica Securities,inc. | 592 | $316.0K | 0.02% | −570−49.1% | Reduced |
| Jump Financial, LLC | 611 | $326.0K | 0.03% | +611 | New |
| Usca Ria LLC | 620 | $331.0K | 0.02% | −3−0.5% | Reduced |
| First Mercantile Trust Co | 626 | $334.0K | 0.04% | −19−2.9% | Reduced |
| Fishman Jay A Ltd | 627 | $334.2K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 629 | $335.0K | 0.02% | +86+15.8% | Added |
| U S Global Investors Inc | 634 | $338.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 636 | $339.0K | 0.00% | +9+1.4% | Added |
| Synovus Financial Corp | 636 | $340.0K | 0.00% | −23−3.5% | Reduced |
| Wedbush Securities Inc | 637 | $340.0K | 0.02% | +18+2.9% | Added |
| Parallel Advisors, LLC | 647 | $345.0K | 0.01% | +88+15.7% | Added |
| Flagship Harbor Advisors, LLC | 651 | $347.0K | 0.04% | −12−1.8% | Reduced |
| Welch & Forbes LLC | 650 | $347.0K | 0.01% | +650 | New |
| Rockland Trust Co | 663 | $353.0K | 0.02% | +139+26.5% | Added |
| Laurion Capital Management LP | 670 | $357.0K | 0.01% | +670 | New |
| Pitcairn Co | 676 | $361.0K | 0.02% | +5+0.7% | Added |
| Ascent Wealth Partners, LLC | 677 | $361.0K | 0.07% | +64+10.4% | Added |
| BBVA USA | 677 | $361.0K | 0.02% | +677 | New |
| MAI Capital Management | 688 | $367.0K | 0.01% | +32+4.9% | Added |
| Resources Investment Advisors, LLC. | 690 | $368.0K | 0.02% | +9+1.3% | Added |
| CAPROCK Group, Inc. | 691 | $368.0K | 0.03% | +71+11.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 699 | $373.0K | 0.27% | +84+13.7% | Added |
| Bradley Foster & Sargent Inc | 700 | $373.0K | 0.01% | +700 | New |
| HBK Sorce Advisory LLC | 705 | $376.0K | 0.02% | −19−2.6% | Reduced |
| GFG Capital, LLC | 706 | $376.0K | 0.11% | +11+1.6% | Added |
| Lido Advisors, LLC | 707 | $377.0K | 0.01% | +32+4.7% | Added |
| Waratah Capital Advisors Ltd. | 713 | $380.0K | 0.02% | −10,733−93.8% | Reduced |
| Advisors Asset Management, Inc. | 721 | $384.0K | 0.01% | +366+103.1% | Added |