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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 256,448 | $136.7M | 0.47% | −7,476−2.8% | Reduced |
| AXA S.A. | 262,243 | $139.8M | 0.39% | −22,517−7.9% | Reduced |
| Morgan Stanley | 265,761 | $141.7M | 0.02% | +55,624+26.5% | Added |
| Echo Street Capital Management LLC | 271,346 | $144.6M | 1.11% | +11,266+4.3% | Added |
| Royal Bank of Canada | 276,557 | $147.4M | 0.04% | +8,232+3.1% | Added |
| Swedbank AB | 306,430 | $163.4M | 0.31% | −9,551−3.0% | Reduced |
| Deutsche Bank AG | 317,742 | $169.4M | 0.08% | +4,469+1.4% | Added |
| Lord, Abbett & Co. LLC | 320,265 | $170.7M | 0.41% | +148,065+86.0% | Added |
| Manufacturers Life Insurance Company, The | 322,169 | $171.7M | 0.14% | −1,250−0.4% | Reduced |
| Victory Capital Management Inc | 329,412 | $175.6M | 0.17% | −91,125−21.7% | Reduced |
| Winslow Capital Management, LLC | 335,150 | $178.7M | 0.69% | −11,735−3.4% | Reduced |
| Bessemer Group Inc | 336,645 | $179.5M | 0.39% | +1,215+0.4% | Added |
| Federated Hermes, Inc. | 347,953 | $185.5M | 0.35% | +43,660+14.3% | Added |
| Parametric Portfolio Associates LLC | 356,905 | $190.3M | 0.11% | +11,948+3.5% | Added |
| Dimensional Fund Advisors LP | 358,763 | $191.3M | 0.06% | −30,576−7.9% | Reduced |
| Nuveen Asset Management, LLC | 361,397 | $192.7M | 0.06% | −74,971−17.2% | Reduced |
| Eagle Asset Management Inc | 377,079 | $201.0M | 0.86% | −960.0% | Reduced |
| Wells Fargo & Company | 384,757 | $205.1M | 0.05% | −136,150−26.1% | Reduced |
| Charles Schwab Investment Management Inc | 389,504 | $207.6M | 0.07% | +5,368+1.4% | Added |
| Public Employees Retirement Association of Colorado | 410,388 | $218.8M | 0.95% | +44,346+12.1% | Added |
| Janus Henderson Group PLC | 444,338 | $236.9M | 0.10% | −7,692−1.7% | Reduced |
| UBS Asset Management Americas Inc | 444,883 | $237.2M | 0.10% | +124,015+38.6% | Added |
| Neuberger Berman Group LLC | 520,726 | $277.4M | 0.24% | −4,449−0.8% | Reduced |
| Legal & General Group Plc | 552,036 | $294.3M | 0.10% | +26,678+5.1% | Added |
| Ameriprise Financial Inc | 627,364 | $334.6M | 0.10% | −46,898−7.0% | Reduced |
| WCM Investment Management, LLC | 639,137 | $340.7M | 0.87% | −1,357−0.2% | Reduced |
| Brown Advisory Inc | 684,726 | $356.4M | 0.54% | +74,570+12.2% | Added |
| Alliancebernstein L.P. | 670,871 | $357.6M | 0.14% | +32,992+5.2% | Added |
| Artisan Partners Limited Partnership | 675,031 | $359.8M | 0.43% | −24,233−3.5% | Reduced |
| Wellington Management Group LLP | 689,644 | $367.6M | 0.06% | +605,314+717.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 696,811 | $371.6M | 0.62% | +9,275+1.3% | Added |
| Principal Financial Group Inc | 703,340 | $374.9M | 0.24% | −16,441−2.3% | Reduced |
| Sustainable Growth Advisers, LP | 735,644 | $392.2M | 2.06% | +19,894+2.8% | Added |
| Voya Investment Management LLC | 739,213 | $394.1M | 0.76% | +59,304+8.7% | Added |
| Bank of New York Mellon Corp | 746,940 | $398.2M | 0.08% | +133,566+21.8% | Added |
| Norges Bank | 747,010 | $398.2M | 0.09% | −9,944−1.3% | Reduced |
| Invesco Ltd. | 752,667 | $401.2M | 0.10% | −6,981−0.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 773,004 | $412.1M | 1.01% | +77,315+11.1% | Added |
| Bank of America Corp | 784,585 | $418.2M | 0.05% | +11,090+1.4% | Added |
| Northern Trust Corp | 871,362 | $464.5M | 0.08% | −24,773−2.8% | Reduced |
| Durable Capital Partners LP | 889,942 | $474.4M | 3.50% | +111,444+14.3% | Added |
| JPMorgan Chase & Co | 891,654 | $475.3M | 0.06% | +61,250+7.4% | Added |
| Franklin Resources Inc | 1,312,878 | $699.9M | 0.27% | −21,675−1.6% | Reduced |
| American Century Companies Inc | 1,364,833 | $727.6M | 0.50% | −57,681−4.1% | Reduced |
| Polen Capital Management LLC | 1,372,573 | $731.7M | 1.40% | +5,158+0.4% | Added |
| Geode Capital Management, LLC | 1,400,562 | $744.6M | 0.10% | +21,115+1.5% | Added |
| Capital International Investors | 1,430,804 | $762.9M | 0.17% | +49,213+3.6% | Added |
| Bamco Inc | 2,195,238 | $1.17B | 2.69% | −42,919−1.9% | Reduced |
| Fiera Capital Corp | 2,351,571 | $1.25B | 3.21% | −179,461−7.1% | Reduced |
| Massachusetts Financial Services Co | 2,879,639 | $1.54B | 0.45% | −33,363−1.1% | Reduced |
| Price T Rowe Associates Inc | 3,280,671 | $1.75B | 0.16% | −517,988−13.6% | Reduced |
| FMR LLC | 3,564,033 | $1.90B | 0.15% | +5,407+0.2% | Added |
| State Street Corp | 3,632,913 | $1.94B | 0.10% | −15,629−0.4% | Reduced |
| BlackRock Inc. | 6,370,452 | $3.40B | 0.10% | −355,960−5.3% | Reduced |
| Vanguard Group Inc | 8,456,311 | $4.51B | 0.11% | −48,170−0.6% | Reduced |
| Sofos Investments, Inc. | 16 | – | – | −2−11.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 504 | – | – | −382−43.1% | Reduced |
| Junto Capital Management LP | 0 | $0 | 0.00% | −68,932−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −68,449−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −41,791−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −38,261−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −33,656−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −33,203−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,834−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −12,107−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −11,807−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −6,099−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −5,735−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,292−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,833−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −3,086−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,693−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Three Peaks Capital Management, LLC | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| SevenOneSeven Capital Management | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −652−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −573−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Newfound Research LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |