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 |
|---|---|---|---|---|---|
| Natixis Investment Managers International | 741 | $395.0K | 0.02% | −140−15.9% | Reduced |
| Telemus Capital, LLC | 743 | $396.0K | 0.03% | +170+29.7% | Added |
| Trust Asset Management LLC | 753 | $401.0K | 0.05% | +79+11.7% | Added |
| BSW Wealth Partners | 752 | $401.0K | 0.11% | +238+46.3% | Added |
| Virtu Financial LLC | 765 | $408.0K | 0.04% | −1,313−63.2% | Reduced |
| RB Capital Management, LLC | 767 | $409.0K | 0.16% | +767 | New |
| Meristem Family Wealth, LLC | 774 | $413.0K | 0.07% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 777 | $414.0K | 0.01% | −1,145−59.6% | Reduced |
| Raymond James Trust N.A. | 780 | $416.0K | 0.01% | −62−7.4% | Reduced |
| Elk River Wealth Management, LLC | 780 | $416.0K | 0.11% | 00.0% | Unchanged |
| RFG Advisory, LLC | 784 | $418.0K | 0.04% | +2+0.3% | Added |
| Centiva Capital, LP | 795 | $424.0K | 0.03% | +795 | New |
| Bellevue Group AG | 816 | $435.0K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 818 | $436.0K | 0.10% | +32+4.1% | Added |
| Sentry Investment Management LLC | 834 | $445.0K | 0.11% | 00.0% | Unchanged |
| Camden Capital, LLC | 838 | $447.0K | 0.10% | +165+24.5% | Added |
| Perigon Wealth Management, LLC | 843 | $449.0K | 0.04% | +232+38.0% | Added |
| Davenport & Co LLC | 847 | $452.0K | 0.00% | +847 | New |
| Pier Capital, LLC | 849 | $453.0K | 0.05% | −1,377−61.9% | Reduced |
| SFMG, LLC | 854 | $455.0K | 0.05% | +28+3.4% | Added |
| Blueshift Asset Management, LLC | 863 | $460.0K | 0.03% | −2,800−76.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 875 | $466.0K | 0.09% | +181+26.1% | Added |
| Toroso Investments, LLC | 877 | $468.0K | 0.02% | +157+21.8% | Added |
| Beacon Pointe Advisors, LLC | 878 | $468.0K | 0.02% | +878 | New |
| Golden State Wealth Management, LLC | 879 | $469.0K | 0.10% | +879 | New |
| Two Sigma Investments, LP | 885 | $472.0K | 0.00% | +885 | New |
| Paradigm Asset Management Co LLC | 900 | $479.8K | 0.12% | 00.0% | Unchanged |
| Grove Bank & Trust | 900 | $480.0K | 0.10% | −2−0.2% | Reduced |
| Clarius Group, LLC | 901 | $480.0K | 0.04% | +1+0.1% | Added |
| Bryn Mawr Trust Co | 905 | $482.0K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 932 | $485.0K | 0.07% | +932 | New |
| Pallas Capital Advisors LLC | 785 | $490.0K | 0.07% | +785 | New |
| City Holding Co | 927 | $494.0K | 0.09% | +566+156.8% | Added |
| Conning Inc. | 940 | $501.0K | 0.01% | −96−9.3% | Reduced |
| Empirical Finance, LLC | 943 | $503.0K | 0.08% | +134+16.6% | Added |
| Wrapmanager Inc | 959 | $511.0K | 0.13% | +18+1.9% | Added |
| Cresset Asset Management, LLC | 959 | $511.0K | 0.01% | +91+10.5% | Added |
| O'Shaughnessy Asset Management, LLC | 959 | $511.0K | 0.01% | +339+54.7% | Added |
| Private Trust Co NA | 973 | $519.0K | 0.08% | +10+1.0% | Added |
| Symmetry Partners, LLC | 976 | $520.0K | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $533.0K | 0.11% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 1,004 | $535.0K | 0.02% | −854−46.0% | Reduced |
| Forte Capital LLC | 1,015 | $541.0K | 0.07% | +72+7.6% | Added |
| WealthBridge Capital Management, LLC | 1,023 | $545.0K | 0.20% | −251−19.7% | Reduced |
| Institute for Wealth Management, LLC. | 1,027 | $547.0K | 0.10% | +88+9.4% | Added |
| JustInvest LLC | 1,035 | $552.0K | 0.06% | +407+64.8% | Added |
| Stelac Advisory Services LLC | 1,037 | $553.0K | 0.13% | +1,037 | New |
| Veriti Management LLC | 1,048 | $559.0K | 0.08% | +207+24.6% | Added |
| SRN Advisors, LLC | 1,080 | $575.7K | 0.20% | −180−14.3% | Reduced |
| Allstate Corp | 1,090 | $581.0K | 0.02% | −126−10.4% | Reduced |
| Group One Trading, L.P. | 1,093 | $583.0K | 0.01% | +457+71.9% | Added |
| Western Financial Corporation | 1,099 | $586.0K | 0.32% | +94+9.4% | Added |
| Nomura Holdings Inc | 1,110 | $592.0K | 0.00% | −32,460−96.7% | Reduced |
| Captrust Financial Advisors | 1,110 | $592.0K | 0.01% | −11−1.0% | Reduced |
| Evercore Wealth Management, LLC | 1,126 | $600.0K | 0.01% | −5−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,147 | $611.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,171 | $624.0K | 0.08% | −94−7.4% | Reduced |
| Personal Cfo Solutions, LLC | 1,173 | $625.0K | 0.13% | −119−9.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,177 | $627.0K | 0.37% | +1,177 | New |
| NEXT Financial Group, Inc | 1,187 | $632.0K | 0.05% | +22+1.9% | Added |
| Squarepoint Ops LLC | 1,194 | $636.0K | 0.00% | +1,194 | New |
| Snowden Capital Advisors LLC | 1,198 | $638.6K | 0.03% | +87+7.8% | Added |
| Wealth Alliance | 1,201 | $640.0K | 0.15% | −34−2.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $640.0K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,200 | $640.0K | 0.03% | +1,200 | New |
| Copperwynd Financial, LLC | 1,206 | $643.0K | 0.27% | +146+13.8% | Added |
| Central Trust Co | 1,225 | $653.0K | 0.02% | −515−29.6% | Reduced |
| Segall Bryant & Hamill, LLC | 1,224 | $653.0K | 0.01% | +363+42.2% | Added |
| Mountain Capital Investment Advisors, Inc | 1,186 | $656.0K | 0.30% | −64−5.1% | Reduced |
| Wolverine Asset Management LLC | 1,246 | $664.0K | 0.01% | +1,246 | New |
| Chicago Partners Investment Group LLC | 1,169 | $673.0K | 0.05% | −73−5.9% | Reduced |
| Sigma Planning Corp | 1,274 | $679.0K | 0.02% | +8+0.6% | Added |
| Holocene Advisors, LP | 1,280 | $682.0K | 0.00% | +1,280 | New |
| Profund Advisors LLC | 1,295 | $690.0K | 0.02% | −43−3.2% | Reduced |
| Advisory Services Network, LLC | 1,296 | $691.0K | 0.02% | −8−0.6% | Reduced |
| Keybank National Association | 1,301 | $694.0K | 0.00% | −766−37.1% | Reduced |
| Sawtooth Solutions, LLC | 1,316 | $702.0K | 0.14% | +330+33.5% | Added |
| IndexIQ Advisors LLC | 1,323 | $705.0K | 0.02% | +94+7.6% | Added |
| Gilbert & Cook, Inc. | 1,332 | $710.0K | 0.13% | +210+18.7% | Added |
| Wetherby Asset Management Inc | 1,333 | $711.0K | 0.04% | +61+4.8% | Added |
| Acadian Asset Management LLC | 1,333 | $711.0K | 0.00% | +334+33.4% | Added |
| Menard Financial Group LLC | 1,347 | $718.0K | 0.68% | +295+28.0% | Added |
| JSF Financial, LLC | 1,380 | $736.0K | 0.43% | +45+3.4% | Added |
| Ballentine Partners, LLC | 1,393 | $743.0K | 0.03% | +3+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 1,404 | $748.0K | 0.06% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,432 | $763.0K | 0.10% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,432 | $764.0K | 0.02% | +245+20.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,453 | $775.0K | 0.04% | +855+143.0% | Added |
| Blair William & Co | 1,482 | $790.0K | 0.00% | +285+23.8% | Added |
| AlphaCrest Capital Management LLC | 1,493 | $796.0K | 0.03% | −1,427−48.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,500 | $800.0K | 0.06% | +1,000+200.0% | Added |
| Merit Financial Group, LLC | 1,531 | $816.0K | 0.08% | +10+0.7% | Added |
| Csenge Advisory Group | 1,548 | $827.0K | 0.07% | −54−3.4% | Reduced |
| QS Investors, LLC | 1,611 | $859.0K | 0.01% | +686+74.2% | Added |
| Veritable, L.P. | 1,613 | $860.0K | 0.01% | +31+2.0% | Added |
| Jackson Creek Investment Advisors LLC | 1,631 | $869.0K | 0.32% | −4−0.2% | Reduced |
| HWG Holdings LP | 1,689 | $900.0K | 0.46% | +152+9.9% | Added |
| World Asset Management Inc | 1,699 | $906.0K | 0.08% | −77−4.3% | Reduced |
| Wealth Management Associates, Inc. | 1,743 | $929.2K | 0.53% | 00.0% | Unchanged |
| Montanaro Asset Management Ltd | 1,750 | $933.0K | 0.12% | 00.0% | Unchanged |