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 |
|---|---|---|---|---|---|
| Prescott Group Capital Management, L.L.C. | 4,491 | $2.39M | 0.68% | +4,000+814.7% | Added |
| Alamar Capital Management, LLC | 4,525 | $2.41M | 2.11% | −14−0.3% | Reduced |
| Candriam Luxembourg S.C.A. | 4,558 | $2.43M | 0.02% | −492−9.7% | Reduced |
| Pacer Advisors, Inc. | 4,603 | $2.45M | 0.04% | −239−4.9% | Reduced |
| Equitable Trust Co | 4,605 | $2.46M | 0.16% | −436−8.6% | Reduced |
| Spectrum Management Group, LLC | 4,720 | $2.52M | 0.44% | +764+19.3% | Added |
| O'Shares Investment Advisers, LLC | 4,737 | $2.52M | 0.18% | +112+2.4% | Added |
| Kentucky Retirement Systems | 4,800 | $2.56M | 0.12% | −250−5.0% | Reduced |
| Gamco Investors, Inc. Et Al | 4,810 | $2.56M | 0.02% | +449+10.3% | Added |
| Northwest & Ethical Investments L.P. | 4,830 | $2.57M | 0.08% | −228−4.5% | Reduced |
| Grace Capital | 4,850 | $2.58M | 1.73% | 00.0% | Unchanged |
| USS Investment Management Ltd | 4,900 | $2.61M | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,006 | $2.67M | 0.07% | −2,651−34.6% | Reduced |
| Fifth Third Bancorp | 5,073 | $2.70M | 0.01% | +451+9.8% | Added |
| Tributary Capital Management, LLC | 5,100 | $2.72M | 0.21% | −100−1.9% | Reduced |
| Louisiana State Employees Retirement System | 5,100 | $2.72M | 0.07% | 00.0% | Unchanged |
| Colony Group LLC | 5,161 | $2.75M | 0.05% | −436−7.8% | Reduced |
| ProVise Management Group, LLC | 5,422 | $2.89M | 0.29% | −536−9.0% | Reduced |
| New Mexico Educational Retirement Board | 5,500 | $2.93M | 0.10% | +100+1.9% | Added |
| Gardner Lewis Asset Management L P | 5,550 | $2.96M | 0.49% | 00.0% | Unchanged |
| PFG Advisors | 5,563 | $2.97M | 0.34% | +12+0.2% | Added |
| Shell Asset Management Co | 5,649 | $3.01M | 0.06% | −297−5.0% | Reduced |
| Gofen & Glossberg LLC | 5,652 | $3.01M | 0.07% | −10−0.2% | Reduced |
| Daiwa Securities Group Inc. | 5,691 | $3.03M | 0.02% | −72−1.2% | Reduced |
| Wealthfront Advisers LLC | 5,710 | $3.04M | 0.01% | +740+14.9% | Added |
| Panagora Asset Management Inc | 5,720 | $3.05M | 0.02% | −114−2.0% | Reduced |
| Perpetual Investment Management Ltd | 5,764 | $3.07M | 0.44% | +4,887+557.2% | Added |
| Quantitative Investment Management, LLC | 5,771 | $3.08M | 0.28% | +4,024+230.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,785 | $3.08M | 0.01% | −22,014−79.2% | Reduced |
| Fortis Capital Management LLC | 5,800 | $3.09M | 1.59% | +391+7.2% | Added |
| CWM Advisors, LLC | 5,860 | $3.12M | 0.41% | +479+8.9% | Added |
| Grandeur Peak Global Advisors, LLC | 5,895 | $3.14M | 0.15% | +200+3.5% | Added |
| Flputnam Investment Management Co | 5,954 | $3.17M | 0.11% | −3,761−38.7% | Reduced |
| Ambassador Advisors, LLC | 5,987 | $3.19M | 0.63% | −9,436−61.2% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 6,000 | $3.20M | 2.21% | 00.0% | Unchanged |
| Paradiem, LLC | 5,105 | $3.22M | 1.00% | −263−4.9% | Reduced |
| Freedom Day Solutions, LLC | 6,074 | $3.24M | 1.54% | −411−6.3% | Reduced |
| Chase Investment Counsel Corp | 6,105 | $3.25M | 1.34% | +50+0.8% | Added |
| Maryland State Retirement & Pension System | 6,010 | $3.31M | 0.11% | −219−3.5% | Reduced |
| Proequities, Inc. | 6,248 | $3.33M | 0.21% | +288+4.8% | Added |
| ETF Managers Group, LLC | 6,186 | $3.35M | 0.05% | +5,077+457.8% | Added |
| Cubist Systematic Strategies, LLC | 6,304 | $3.36M | 0.04% | +2,613+70.8% | Added |
| Eventide Asset Management, LLC | 6,500 | $3.46M | 0.05% | −4,700−42.0% | Reduced |
| Optimal Asset Management, Inc. | 6,530 | $3.48M | 0.41% | +10.0% | Added |
| AQR Capital Management LLC | 6,686 | $3.56M | 0.01% | +347+5.5% | Added |
| Covington Capital Management | 6,715 | $3.58M | 0.14% | +147+2.2% | Added |
| ING Groep NV | 6,769 | $3.61M | 0.06% | +1,302+23.8% | Added |
| Ninety One North America, Inc. | 6,828 | $3.64M | 0.17% | −654−8.7% | Reduced |
| EFG Asset Management (Americas) Corp. | 6,846 | $3.66M | 0.68% | −7−0.1% | Reduced |
| Fernwood Investment Management, LLC | 6,869 | $3.66M | 1.21% | +325+5.0% | Added |
| Oregon Public Employees Retirement Fund | 6,889 | $3.67M | 0.04% | −8,434−55.0% | Reduced |
| Capital International Sarl | 6,981 | $3.72M | 0.32% | −194−2.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,260 | $3.87M | 0.01% | −704−8.8% | Reduced |
| Securian Asset Management, Inc | 7,274 | $3.88M | 0.08% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 7,390 | $3.94M | 0.05% | −12,431−62.7% | Reduced |
| Level Four Advisory Services, LLC | 7,414 | $3.95M | 0.27% | +351+5.0% | Added |
| Financial Counselors Inc | 7,452 | $3.97M | 0.09% | +199+2.7% | Added |
| C WorldWide Group Holding A/S | 7,642 | $4.07M | 0.04% | +910+13.5% | Added |
| US Bancorp | 7,747 | $4.13M | 0.01% | +335+4.5% | Added |
| Atria Investments LLC | 7,833 | $4.18M | 0.08% | +1,080+16.0% | Added |
| Crossmark Global Holdings, Inc. | 7,907 | $4.21M | 0.10% | −642−7.5% | Reduced |
| Alcosta Capital Management, Inc. | 7,907 | $4.21M | 2.59% | +558+7.6% | Added |
| Redwood Investments, LLC | 7,948 | $4.24M | 0.34% | −250−3.0% | Reduced |
| Dakota Wealth Management | 7,996 | $4.26M | 0.51% | −3,950−33.1% | Reduced |
| Security Asset Management | 8,325 | $4.44M | 1.75% | +30.0% | Added |
| Rockefeller Capital Management L.P. | 8,442 | $4.50M | 0.03% | +17+0.2% | Added |
| Hartford Investment Management Co | 8,680 | $4.63M | 0.12% | −340−3.8% | Reduced |
| Glenmede Trust Co NA | 8,714 | $4.64M | 0.02% | −262−2.9% | Reduced |
| MML Investors Services, LLC | 8,755 | $4.67M | 0.04% | +971+12.5% | Added |
| Northstar Investment Advisors LLC | 7,961 | $4.74M | 0.63% | −76−0.9% | Reduced |
| Guggenheim Capital LLC | 8,937 | $4.76M | 0.03% | −8,575−49.0% | Reduced |
| Nissay Asset Management Corp | 8,988 | $4.79M | 0.04% | −3,620−28.7% | Reduced |
| Stephens Inc | 9,185 | $4.90M | 0.07% | +232+2.6% | Added |
| Natixis | 9,199 | $4.90M | 0.02% | −125,674−93.2% | Reduced |
| The PNC Financial Services Group, Inc. | 9,269 | $4.94M | 0.00% | −71−0.8% | Reduced |
| Donaldson Capital Management, LLC | 9,343 | $4.98M | 0.25% | +266+2.9% | Added |
| Ensign Peak Advisors, Inc | 9,347 | $4.98M | 0.01% | −1,932−17.1% | Reduced |
| Private Advisor Group, LLC | 9,371 | $5.00M | 0.04% | +528+6.0% | Added |
| AE Wealth Management LLC | 9,800 | $5.22M | 0.05% | +1,082+12.4% | Added |
| APG Asset Management N.V. | 11,895 | $5.35M | 0.01% | +800+7.2% | Added |
| Xponance, Inc. | 10,320 | $5.50M | 0.10% | −1,539−13.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,327 | $5.50M | 0.06% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 10,331 | $5.51M | 0.19% | −257−2.4% | Reduced |
| HighTower Advisors, LLC | 10,322 | $5.52M | 0.02% | +377+3.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 10,400 | $5.54M | 0.08% | −6,759−39.4% | Reduced |
| King Luther Capital Management Corp | 10,460 | $5.58M | 0.03% | +117+1.1% | Added |
| DnB Asset Management AS | 10,472 | $5.58M | 0.04% | −234−2.2% | Reduced |
| Macquarie Group Ltd | 10,636 | $5.67M | 0.00% | +4,188+65.0% | Added |
| IFM Investors Pty Ltd | 10,757 | $5.73M | 0.12% | +1,557+16.9% | Added |
| Ergoteles LLC | 10,812 | $5.76M | 0.13% | +10,812 | New |
| Scout Investments, Inc. | 11,018 | $5.87M | 0.09% | −18,394−62.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,151 | $5.95M | 0.42% | +1,016+10.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,271 | $6.01M | 0.14% | −568−4.8% | Reduced |
| PDT Partners, LLC | 11,401 | $6.08M | 0.40% | +10.0% | Added |
| McKinley Capital Management LLC /Delaware | 11,423 | $6.09M | 0.43% | −667−5.5% | Reduced |
| Applied Research Investments, LLC | 11,436 | $6.10M | 2.18% | −376−3.2% | Reduced |
| Mutual of America Capital Management LLC | 11,681 | $6.23M | 0.06% | +168+1.5% | Added |
| CIBC World Markets Inc. | 11,810 | $6.30M | 0.02% | +9,822+494.1% | Added |
| AMG National Trust Bank | 11,814 | $6.30M | 0.20% | 00.0% | Unchanged |
| Commerce Bank | 11,852 | $6.32M | 0.04% | −1,317−10.0% | Reduced |