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 |
|---|---|---|---|---|---|
| Capitolis Advisors LLC | 7,390 | $3.94M | 0.05% | −12,431−62.7% | Reduced |
| Securian Asset Management, Inc | 7,274 | $3.88M | 0.08% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 7,260 | $3.87M | 0.01% | −704−8.8% | Reduced |
| Capital International Sarl | 6,981 | $3.72M | 0.32% | −194−2.7% | Reduced |
| Oregon Public Employees Retirement Fund | 6,889 | $3.67M | 0.04% | −8,434−55.0% | Reduced |
| Fernwood Investment Management, LLC | 6,869 | $3.66M | 1.21% | +325+5.0% | Added |
| EFG Asset Management (Americas) Corp. | 6,846 | $3.66M | 0.68% | −7−0.1% | Reduced |
| Ninety One North America, Inc. | 6,828 | $3.64M | 0.17% | −654−8.7% | Reduced |
| ING Groep NV | 6,769 | $3.61M | 0.06% | +1,302+23.8% | Added |
| Covington Capital Management | 6,715 | $3.58M | 0.14% | +147+2.2% | Added |
| AQR Capital Management LLC | 6,686 | $3.56M | 0.01% | +347+5.5% | Added |
| Optimal Asset Management, Inc. | 6,530 | $3.48M | 0.41% | +10.0% | Added |
| Eventide Asset Management, LLC | 6,500 | $3.46M | 0.05% | −4,700−42.0% | Reduced |
| Cubist Systematic Strategies, LLC | 6,304 | $3.36M | 0.04% | +2,613+70.8% | Added |
| ETF Managers Group, LLC | 6,186 | $3.35M | 0.05% | +5,077+457.8% | Added |
| Proequities, Inc. | 6,248 | $3.33M | 0.21% | +288+4.8% | Added |
| Maryland State Retirement & Pension System | 6,010 | $3.31M | 0.11% | −219−3.5% | Reduced |
| Chase Investment Counsel Corp | 6,105 | $3.25M | 1.34% | +50+0.8% | Added |
| Freedom Day Solutions, LLC | 6,074 | $3.24M | 1.54% | −411−6.3% | Reduced |
| Paradiem, LLC | 5,105 | $3.22M | 1.00% | −263−4.9% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 6,000 | $3.20M | 2.21% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 5,987 | $3.19M | 0.63% | −9,436−61.2% | Reduced |
| Flputnam Investment Management Co | 5,954 | $3.17M | 0.11% | −3,761−38.7% | Reduced |
| Grandeur Peak Global Advisors, LLC | 5,895 | $3.14M | 0.15% | +200+3.5% | Added |
| CWM Advisors, LLC | 5,860 | $3.12M | 0.41% | +479+8.9% | Added |
| Fortis Capital Management LLC | 5,800 | $3.09M | 1.59% | +391+7.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,785 | $3.08M | 0.01% | −22,014−79.2% | Reduced |
| Quantitative Investment Management, LLC | 5,771 | $3.08M | 0.28% | +4,024+230.3% | Added |
| Perpetual Investment Management Ltd | 5,764 | $3.07M | 0.44% | +4,887+557.2% | Added |
| Panagora Asset Management Inc | 5,720 | $3.05M | 0.02% | −114−2.0% | Reduced |
| Wealthfront Advisers LLC | 5,710 | $3.04M | 0.01% | +740+14.9% | Added |
| Daiwa Securities Group Inc. | 5,691 | $3.03M | 0.02% | −72−1.2% | Reduced |
| Gofen & Glossberg LLC | 5,652 | $3.01M | 0.07% | −10−0.2% | Reduced |
| Shell Asset Management Co | 5,649 | $3.01M | 0.06% | −297−5.0% | Reduced |
| PFG Advisors | 5,563 | $2.97M | 0.34% | +12+0.2% | Added |
| Gardner Lewis Asset Management L P | 5,550 | $2.96M | 0.49% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,500 | $2.93M | 0.10% | +100+1.9% | Added |
| ProVise Management Group, LLC | 5,422 | $2.89M | 0.29% | −536−9.0% | Reduced |
| Colony Group LLC | 5,161 | $2.75M | 0.05% | −436−7.8% | Reduced |
| 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 |
| Fifth Third Bancorp | 5,073 | $2.70M | 0.01% | +451+9.8% | Added |
| Tower Research Capital LLC (TRC) | 5,006 | $2.67M | 0.07% | −2,651−34.6% | Reduced |
| USS Investment Management Ltd | 4,900 | $2.61M | 0.02% | 00.0% | Unchanged |
| Grace Capital | 4,850 | $2.58M | 1.73% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 4,830 | $2.57M | 0.08% | −228−4.5% | Reduced |
| Gamco Investors, Inc. Et Al | 4,810 | $2.56M | 0.02% | +449+10.3% | Added |
| Kentucky Retirement Systems | 4,800 | $2.56M | 0.12% | −250−5.0% | Reduced |
| O'Shares Investment Advisers, LLC | 4,737 | $2.52M | 0.18% | +112+2.4% | Added |
| Spectrum Management Group, LLC | 4,720 | $2.52M | 0.44% | +764+19.3% | Added |
| Equitable Trust Co | 4,605 | $2.46M | 0.16% | −436−8.6% | Reduced |
| Pacer Advisors, Inc. | 4,603 | $2.45M | 0.04% | −239−4.9% | Reduced |
| Candriam Luxembourg S.C.A. | 4,558 | $2.43M | 0.02% | −492−9.7% | Reduced |
| Alamar Capital Management, LLC | 4,525 | $2.41M | 2.11% | −14−0.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,491 | $2.39M | 0.68% | +4,000+814.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,260 | $2.38M | 0.04% | +4,260 | New |
| Edmond de Rothschild Holding S.A. | 4,471 | $2.38M | 0.06% | +2,535+130.9% | Added |
| First Hawaiian Bank | 4,428 | $2.36M | 0.10% | −2,114−32.3% | Reduced |
| Cinctive Capital Management LP | 4,369 | $2.33M | 0.13% | +4,369 | New |
| Birinyi Associates Inc | 4,250 | $2.27M | 0.79% | −600−12.4% | Reduced |
| Advisor OS, LLC | 4,166 | $2.22M | 0.46% | +1,138+37.6% | Added |
| Aptus Capital Advisors, LLC | 4,124 | $2.20M | 0.10% | −749−15.4% | Reduced |
| Mercer Global Advisors Inc | 3,988 | $2.13M | 0.02% | −2,853−41.7% | Reduced |
| Employees Retirement System of Texas | 3,951 | $2.11M | 0.03% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,907 | $2.08M | 0.07% | −779−16.6% | Reduced |
| HighPoint Advisor Group LLC | 3,878 | $2.07M | 0.21% | +324+9.1% | Added |
| BlueMar Capital Management, LLC | 3,814 | $2.03M | 0.47% | −488−11.3% | Reduced |
| Fairbanks Capital Management, Inc. | 3,789 | $2.02M | 1.59% | +99+2.7% | Added |
| Mackenzie Financial Corp | 3,755 | $2.00M | 0.00% | +773+25.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,743 | $2.00M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,701 | $1.97M | 0.03% | +15+0.4% | Added |
| Orion Portfolio Solutions, LLC | 3,645 | $1.94M | 0.08% | +577+18.8% | Added |
| 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,594 | $1.92M | 0.01% | −10.0% | Reduced |
| Bank Hapoalim BM | 3,497 | $1.86M | 0.21% | +281+8.7% | Added |
| Virtue Capital Management, LLC | 3,482 | $1.86M | 0.37% | +368+11.8% | Added |
| Advisor Partners LLC | 3,378 | $1.80M | 0.12% | +15+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,352 | $1.79M | 0.00% | +442+15.2% | Added |
| E. Ohman J:or Asset Management AB | 3,312 | $1.77M | 0.06% | −500−13.1% | Reduced |
| Jennison Associates LLC | 3,261 | $1.74M | 0.00% | +3,261 | New |
| Cavalier Investments, LLC | 3,259 | $1.74M | 0.63% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,216 | $1.71M | 0.03% | +1,060+49.2% | Added |
| Davy Global Fund Management Ltd | 3,171 | $1.69M | 0.26% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 3,144 | $1.68M | 0.12% | +243+8.4% | Added |
| Paragon Advisors, LLC | 3,142 | $1.68M | 0.78% | −280−8.2% | Reduced |
| Park Avenue Securities LLC | 3,080 | $1.64M | 0.03% | +128+4.3% | Added |
| NewEdge Wealth, LLC | 3,078 | $1.64M | 0.13% | −38−1.2% | Reduced |
| First Manhattan Co | 3,000 | $1.60M | 0.01% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,990 | $1.59M | 0.33% | −390−11.5% | Reduced |
| Avestar Capital, LLC | 2,937 | $1.57M | 0.30% | −121−4.0% | Reduced |
| Icon Wealth Partners, LLC | 2,777 | $1.48M | 0.16% | +312+12.7% | Added |
| Ethic Inc. | 2,730 | $1.46M | 0.18% | +652+31.4% | Added |
| M&T Bank Corp | 2,685 | $1.43M | 0.01% | −2,271−45.8% | Reduced |
| Scotia Capital Inc. | 2,670 | $1.42M | 0.01% | −619−18.8% | Reduced |
| Paloma Partners Management Co | 2,660 | $1.42M | 0.04% | +1,655+164.7% | Added |
| Angeles Investment Advisors, LLC | 2,639 | $1.41M | 0.09% | +504+23.6% | Added |
| 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 |
| Sciencast Management LP | 2,492 | $1.38M | 0.29% | +2,492 | New |