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 |
|---|---|---|---|---|---|
| M&G Investment Management Ltd | 20,241 | $10.8M | 0.06% | +20,241 | New |
| RBF Capital, LLC | 20,000 | $10.7M | 0.60% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 19,199 | $10.6M | 0.34% | +2,393+14.2% | Added |
| Capital World Investors | 19,747 | $10.5M | 0.00% | −40.0% | Reduced |
| Gabelli Funds LLC | 19,640 | $10.5M | 0.07% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 19,426 | $10.4M | 0.05% | −500−2.5% | Reduced |
| Marietta Investment Partners LLC | 19,410 | $10.3M | 2.36% | −538−2.7% | Reduced |
| MetLife Investment Management | 19,110 | $10.2M | 0.09% | −568−2.9% | Reduced |
| Triasima Portfolio Management inc. | 18,960 | $10.1M | 0.49% | −3,930−17.2% | Reduced |
| Stanley-Laman Group, Ltd. | 18,915 | $10.1M | 1.43% | +397+2.1% | Added |
| Dixon Hubard Feinour & Brown Inc | 18,841 | $10.0M | 2.09% | +265+1.4% | Added |
| Dock Street Asset Management Inc | 18,601 | $9.92M | 1.85% | +45+0.2% | Added |
| ProShare Advisors LLC | 18,290 | $9.75M | 0.03% | +1,109+6.5% | Added |
| Hantz Financial Services, Inc. | 17,914 | $9.55M | 0.35% | +728+4.2% | Added |
| Susquehanna Fundamental Investments, LLC | 17,504 | $9.33M | 0.17% | +3,000+20.7% | Added |
| DuPont Capital Management Corp | 17,457 | $9.31M | 0.22% | −5,139−22.7% | Reduced |
| Gulf International Bank (UK) Ltd | 17,373 | $9.26M | 0.12% | −40−0.2% | Reduced |
| Middleton & Co Inc | 17,325 | $9.24M | 1.00% | −556−3.1% | Reduced |
| Brewin Dolphin Ltd | 17,273 | $9.21M | 0.42% | +2,074+13.6% | Added |
| Oppenheimer Asset Management Inc. | 17,245 | $9.19M | 0.13% | +18+0.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 16,920 | $9.02M | 0.06% | −542−3.1% | Reduced |
| Marks Group Wealth Management, Inc | 16,871 | $9.00M | 1.24% | +9+0.1% | Added |
| Personal Capital Advisors Corp | 16,585 | $8.84M | 0.05% | +2,729+19.7% | Added |
| Caisse de Depot Et Placement du Quebec | 16,583 | $8.84M | 0.02% | +16,583 | New |
| Ossiam | 14,614 | $8.71M | 0.24% | +8,443+136.8% | Added |
| United Capital Financial Advisers, LLC | 16,331 | $8.71M | 0.04% | +12+0.1% | Added |
| Cambridge Financial Group, Inc. | 16,190 | $8.63M | 3.69% | −164−1.0% | Reduced |
| TD Private Client Wealth LLC | 15,758 | $8.40M | 0.36% | +252+1.6% | Added |
| Evoke Wealth, LLC | 15,686 | $8.36M | 0.32% | +138+0.9% | Added |
| British Columbia Investment Management Corp | 15,279 | $8.14M | 0.05% | +1,658+12.2% | Added |
| Utah Retirement Systems | 15,215 | $8.11M | 0.10% | −200−1.3% | Reduced |
| Baldwin Brothers Inc | 15,050 | $8.02M | 0.88% | −2,480−14.1% | Reduced |
| Swiss Life Asset Management Ltd | 13,499 | $7.94M | 0.10% | +149+1.1% | Added |
| Marsico Capital Management LLC | 14,888 | $7.94M | 0.20% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 14,682 | $7.83M | 0.03% | −20.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 14,084 | $7.51M | 0.04% | +983+7.5% | Added |
| Empire Life Investments Inc. | 13,895 | $7.41M | 0.48% | +212+1.5% | Added |
| K.J. Harrison & Partners Inc | 13,807 | $7.37M | 1.05% | −498−3.5% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 13,750 | $7.33M | 1.13% | 00.0% | Unchanged |
| Banco Santander, S.A. | 13,697 | $7.30M | 0.04% | −330−2.4% | Reduced |
| Texas Permanent School Fund | 13,693 | $7.30M | 0.08% | −96−0.7% | Reduced |
| AustralianSuper Pty Ltd | 13,640 | $7.27M | 0.05% | −18,655−57.8% | Reduced |
| Jane Street Group, LLC | 13,449 | $7.17M | 0.02% | +9,829+271.5% | Added |
| Eqis Capital Management, Inc. | 13,446 | $7.17M | 0.53% | −436−3.1% | Reduced |
| Bank of Nova Scotia | 13,333 | $7.11M | 0.01% | −3,227−19.5% | Reduced |
| Mackay Shields LLC | 12,947 | $6.90M | 0.06% | −729−5.3% | Reduced |
| Public Sector Pension Investment Board | 12,923 | $6.89M | 0.04% | +4,889+60.9% | Added |
| Eaton Vance Management | 12,862 | $6.86M | 0.01% | +1,594+14.1% | Added |
| First Horizon Corp | 12,853 | $6.85M | 0.61% | +3,818+42.3% | Added |
| Metropolitan Life Insurance Co | 12,560 | $6.70M | 0.09% | −1,609−11.4% | Reduced |
| Logan Capital Management Inc | 12,469 | $6.65M | 0.31% | +13+0.1% | Added |
| KBC Group NV | 12,426 | $6.62M | 0.02% | −3,347−21.2% | Reduced |
| Lazard Asset Management LLC | 12,419 | $6.62M | 0.01% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 12,201 | $6.50M | 2.03% | +75+0.6% | Added |
| Cunning Capital Partners, LP | 11,900 | $6.34M | 3.40% | 00.0% | Unchanged |
| Commerce Bank | 11,852 | $6.32M | 0.04% | −1,317−10.0% | Reduced |
| AMG National Trust Bank | 11,814 | $6.30M | 0.20% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 11,810 | $6.30M | 0.02% | +9,822+494.1% | Added |
| Mutual of America Capital Management LLC | 11,681 | $6.23M | 0.06% | +168+1.5% | Added |
| Applied Research Investments, LLC | 11,436 | $6.10M | 2.18% | −376−3.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 11,423 | $6.09M | 0.43% | −667−5.5% | Reduced |
| PDT Partners, LLC | 11,401 | $6.08M | 0.40% | +10.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,271 | $6.01M | 0.14% | −568−4.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,151 | $5.95M | 0.42% | +1,016+10.0% | Added |
| Scout Investments, Inc. | 11,018 | $5.87M | 0.09% | −18,394−62.5% | Reduced |
| Ergoteles LLC | 10,812 | $5.76M | 0.13% | +10,812 | New |
| IFM Investors Pty Ltd | 10,757 | $5.73M | 0.12% | +1,557+16.9% | Added |
| Macquarie Group Ltd | 10,636 | $5.67M | 0.00% | +4,188+65.0% | Added |
| DnB Asset Management AS | 10,472 | $5.58M | 0.04% | −234−2.2% | Reduced |
| King Luther Capital Management Corp | 10,460 | $5.58M | 0.03% | +117+1.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 10,400 | $5.54M | 0.08% | −6,759−39.4% | Reduced |
| HighTower Advisors, LLC | 10,322 | $5.52M | 0.02% | +377+3.8% | Added |
| Achmea Investment Management B.V. | 10,331 | $5.51M | 0.19% | −257−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,327 | $5.50M | 0.06% | 00.0% | Unchanged |
| Xponance, Inc. | 10,320 | $5.50M | 0.10% | −1,539−13.0% | Reduced |
| APG Asset Management N.V. | 11,895 | $5.35M | 0.01% | +800+7.2% | Added |
| AE Wealth Management LLC | 9,800 | $5.22M | 0.05% | +1,082+12.4% | Added |
| Private Advisor Group, LLC | 9,371 | $5.00M | 0.04% | +528+6.0% | Added |
| Ensign Peak Advisors, Inc | 9,347 | $4.98M | 0.01% | −1,932−17.1% | Reduced |
| Donaldson Capital Management, LLC | 9,343 | $4.98M | 0.25% | +266+2.9% | Added |
| The PNC Financial Services Group, Inc. | 9,269 | $4.94M | 0.00% | −71−0.8% | Reduced |
| Natixis | 9,199 | $4.90M | 0.02% | −125,674−93.2% | Reduced |
| Stephens Inc | 9,185 | $4.90M | 0.07% | +232+2.6% | Added |
| Nissay Asset Management Corp | 8,988 | $4.79M | 0.04% | −3,620−28.7% | Reduced |
| Guggenheim Capital LLC | 8,937 | $4.76M | 0.03% | −8,575−49.0% | Reduced |
| Northstar Investment Advisors LLC | 7,961 | $4.74M | 0.63% | −76−0.9% | Reduced |
| MML Investors Services, LLC | 8,755 | $4.67M | 0.04% | +971+12.5% | Added |
| Glenmede Trust Co NA | 8,714 | $4.64M | 0.02% | −262−2.9% | Reduced |
| Hartford Investment Management Co | 8,680 | $4.63M | 0.12% | −340−3.8% | Reduced |
| Rockefeller Capital Management L.P. | 8,442 | $4.50M | 0.03% | +17+0.2% | Added |
| Security Asset Management | 8,325 | $4.44M | 1.75% | +30.0% | Added |
| Dakota Wealth Management | 7,996 | $4.26M | 0.51% | −3,950−33.1% | Reduced |
| Redwood Investments, LLC | 7,948 | $4.24M | 0.34% | −250−3.0% | Reduced |
| 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 |
| Atria Investments LLC | 7,833 | $4.18M | 0.08% | +1,080+16.0% | Added |
| US Bancorp | 7,747 | $4.13M | 0.01% | +335+4.5% | Added |
| C WorldWide Group Holding A/S | 7,642 | $4.07M | 0.04% | +910+13.5% | Added |
| Financial Counselors Inc | 7,452 | $3.97M | 0.09% | +199+2.7% | Added |
| Level Four Advisory Services, LLC | 7,414 | $3.95M | 0.27% | +351+5.0% | Added |