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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 1,761 | $938.0K | 0.03% | −2,987−62.9% | Reduced |
| Chartwell Investment Partners, LLC | 1,759 | $938.0K | 0.03% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,765 | $941.0K | 0.20% | −341−16.2% | Reduced |
| Navellier & Associates Inc | 1,769 | $943.0K | 0.14% | −12−0.7% | Reduced |
| Everence Capital Management Inc | 1,797 | $958.0K | 0.08% | 00.0% | Unchanged |
| Bessemer Securities LLC | 1,811 | $965.0K | 0.38% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,811 | $965.0K | 0.03% | +1,286+245.0% | Added |
| Segment Wealth Management, LLC | 1,813 | $966.0K | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,840 | $981.0K | 0.34% | −45−2.4% | Reduced |
| Liberty Wealth Management LLC | 1,897 | $1.01M | 0.39% | +2+0.1% | Added |
| Fred Alger Management, LLC | 1,900 | $1.01M | 0.00% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 1,920 | $1.02M | 0.11% | +6+0.3% | Added |
| GWM Advisors LLC | 1,937 | $1.03M | 0.03% | +113+6.2% | Added |
| Greenleaf Trust | 1,942 | $1.03M | 0.01% | +71+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,958 | $1.04M | 0.00% | +343+21.2% | Added |
| Wolverine Trading, LLC | 1,942 | $1.05M | 0.03% | −169−8.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,981 | $1.06M | 0.02% | +147+8.0% | Added |
| Tocqueville Asset Management L.P. | 2,000 | $1.07M | 0.02% | 00.0% | Unchanged |
| BP PLC | 2,002 | $1.07M | 0.05% | −788−28.2% | Reduced |
| Exencial Wealth Advisors, LLC | 2,004 | $1.07M | 0.06% | +4+0.2% | Added |
| Simplex Trading, LLC | 2,027 | $1.08M | 0.04% | +2,027 | New |
| Cypress Asset Management Inc | 2,030 | $1.08M | 0.28% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,764 | $1.10M | 0.24% | +1+0.1% | Added |
| Balasa Dinverno & Foltz LLC | 2,073 | $1.10M | 0.08% | 00.0% | Unchanged |
| Creative Planning | 2,086 | $1.11M | 0.00% | −58−2.7% | Reduced |
| Arabesque Asset Management Ltd | 2,093 | $1.12M | 0.47% | +2,093 | New |
| Commonwealth Equity Services, LLC | 2,102 | $1.12M | 0.00% | +332+18.8% | Added |
| Transform Wealth, LLC | 2,129 | $1.14M | 0.14% | +84+4.1% | Added |
| Donoghue Forlines LLC | 2,134 | $1.14M | 0.21% | −23−1.1% | Reduced |
| Dana Investment Advisors, Inc. | 2,143 | $1.14M | 0.05% | −181−7.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,145 | $1.14M | 0.12% | −167−7.2% | Reduced |
| Copeland Capital Management, LLC | 2,152 | $1.15M | 0.03% | +29+1.4% | Added |
| TrimTabs Asset Management, LLC | 2,221 | $1.18M | 0.60% | −157−6.6% | Reduced |
| Seeyond | 2,216 | $1.18M | 0.11% | +10+0.5% | Added |
| IBM Retirement Fund | 2,256 | $1.20M | 0.09% | −496−18.0% | Reduced |
| Canandaigua National Corp | 2,261 | $1.21M | 0.20% | −16−0.7% | Reduced |
| Vestcor Inc | 2,295 | $1.22M | 0.04% | −158−6.4% | Reduced |
| LVW Advisors, LLC | 2,298 | $1.23M | 0.22% | −146−6.0% | Reduced |
| Bienville Capital Management, LLC | 2,310 | $1.23M | 0.40% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 2,311 | $1.23M | 0.20% | +229+11.0% | Added |
| XTX Topco Ltd | 2,312 | $1.23M | 0.42% | +2,312 | New |
| Contravisory Investment Management, Inc. | 2,313 | $1.23M | 0.36% | −67−2.8% | Reduced |
| Kestra Advisory Services, LLC | 2,317 | $1.24M | 0.01% | +309+15.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 2,348 | $1.25M | 0.15% | +2,338+23,380.0% | Added |
| Bennett Selby Investments LP | 2,373 | $1.26M | 0.86% | +10.0% | Added |
| Aft, Forsyth & Sober, LLC | 2,375 | $1.27M | 0.48% | −12,125−83.6% | Reduced |
| AGF Investments LLC | 2,412 | $1.29M | 0.13% | −222−8.4% | Reduced |
| Penserra Capital Management LLC | 2,442 | $1.30M | 0.02% | +2,238+1,097.1% | Added |
| Redpoint Investment Management Pty Ltd | 2,474 | $1.32M | 0.11% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 2,483 | $1.32M | 0.22% | +432+21.1% | Added |
| Norinchukin Bank, The | 2,514 | $1.34M | 0.02% | −42−1.6% | Reduced |
| Capital Asset Advisory Services LLC | 2,528 | $1.35M | 0.15% | +170+7.2% | Added |
| American Portfolios Advisors | 2,537 | $1.35M | 0.05% | +203+8.7% | Added |
| Westwood Holdings Group Inc. | 2,550 | $1.36M | 0.01% | −1,110−30.3% | Reduced |
| Cetera Advisor Networks LLC | 2,548 | $1.36M | 0.02% | +370+17.0% | Added |
| Sciencast Management LP | 2,492 | $1.38M | 0.29% | +2,492 | New |
| Cigna Investments Inc | 2,622 | $1.40M | 0.10% | −424−13.9% | Reduced |
| Davidson Capital Management Inc. | 2,622 | $1.40M | 0.67% | −215−7.6% | Reduced |
| Angeles Investment Advisors, LLC | 2,639 | $1.41M | 0.09% | +504+23.6% | Added |
| Paloma Partners Management Co | 2,660 | $1.42M | 0.04% | +1,655+164.7% | Added |
| Scotia Capital Inc. | 2,670 | $1.42M | 0.01% | −619−18.8% | Reduced |
| M&T Bank Corp | 2,685 | $1.43M | 0.01% | −2,271−45.8% | Reduced |
| Ethic Inc. | 2,730 | $1.46M | 0.18% | +652+31.4% | Added |
| Icon Wealth Partners, LLC | 2,777 | $1.48M | 0.16% | +312+12.7% | Added |
| Avestar Capital, LLC | 2,937 | $1.57M | 0.30% | −121−4.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,990 | $1.59M | 0.33% | −390−11.5% | Reduced |
| First Manhattan Co | 3,000 | $1.60M | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,078 | $1.64M | 0.13% | −38−1.2% | Reduced |
| Park Avenue Securities LLC | 3,080 | $1.64M | 0.03% | +128+4.3% | Added |
| Paragon Advisors, LLC | 3,142 | $1.68M | 0.78% | −280−8.2% | Reduced |
| Corient Capital Partners, LLC | 3,144 | $1.68M | 0.12% | +243+8.4% | Added |
| Davy Global Fund Management Ltd | 3,171 | $1.69M | 0.26% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,216 | $1.71M | 0.03% | +1,060+49.2% | Added |
| Cavalier Investments, LLC | 3,259 | $1.74M | 0.63% | 00.0% | Unchanged |
| Jennison Associates LLC | 3,261 | $1.74M | 0.00% | +3,261 | New |
| E. Ohman J:or Asset Management AB | 3,312 | $1.77M | 0.06% | −500−13.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,352 | $1.79M | 0.00% | +442+15.2% | Added |
| Advisor Partners LLC | 3,378 | $1.80M | 0.12% | +15+0.4% | Added |
| Virtue Capital Management, LLC | 3,482 | $1.86M | 0.37% | +368+11.8% | Added |
| Bank Hapoalim BM | 3,497 | $1.86M | 0.21% | +281+8.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,594 | $1.92M | 0.01% | −10.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 3,623 | $1.93M | 0.50% | +20+0.6% | Added |
| Marino, Stram & Associates LLC | 3,623 | $1.93M | 0.50% | +3,623 | New |
| Orion Portfolio Solutions, LLC | 3,645 | $1.94M | 0.08% | +577+18.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,701 | $1.97M | 0.03% | +15+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,743 | $2.00M | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,755 | $2.00M | 0.00% | +773+25.9% | Added |
| Fairbanks Capital Management, Inc. | 3,789 | $2.02M | 1.59% | +99+2.7% | Added |
| BlueMar Capital Management, LLC | 3,814 | $2.03M | 0.47% | −488−11.3% | Reduced |
| HighPoint Advisor Group LLC | 3,878 | $2.07M | 0.21% | +324+9.1% | Added |
| Sumitomo Life Insurance Co | 3,907 | $2.08M | 0.07% | −779−16.6% | Reduced |
| Employees Retirement System of Texas | 3,951 | $2.11M | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,988 | $2.13M | 0.02% | −2,853−41.7% | Reduced |
| Aptus Capital Advisors, LLC | 4,124 | $2.20M | 0.10% | −749−15.4% | Reduced |
| Advisor OS, LLC | 4,166 | $2.22M | 0.46% | +1,138+37.6% | Added |
| Birinyi Associates Inc | 4,250 | $2.27M | 0.79% | −600−12.4% | Reduced |
| Cinctive Capital Management LP | 4,369 | $2.33M | 0.13% | +4,369 | New |
| First Hawaiian Bank | 4,428 | $2.36M | 0.10% | −2,114−32.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,471 | $2.38M | 0.06% | +2,535+130.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,260 | $2.38M | 0.04% | +4,260 | New |