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 |
|---|---|---|---|---|---|
| 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 |
| American Portfolios Advisors | 2,537 | $1.35M | 0.05% | +203+8.7% | Added |
| Capital Asset Advisory Services LLC | 2,528 | $1.35M | 0.15% | +170+7.2% | Added |
| Norinchukin Bank, The | 2,514 | $1.34M | 0.02% | −42−1.6% | Reduced |
| Redwood Investment Management, LLC | 2,483 | $1.32M | 0.22% | +432+21.1% | Added |
| Redpoint Investment Management Pty Ltd | 2,474 | $1.32M | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,442 | $1.30M | 0.02% | +2,238+1,097.1% | Added |
| AGF Investments LLC | 2,412 | $1.29M | 0.13% | −222−8.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,375 | $1.27M | 0.48% | −12,125−83.6% | Reduced |
| Bennett Selby Investments LP | 2,373 | $1.26M | 0.86% | +10.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 2,348 | $1.25M | 0.15% | +2,338+23,380.0% | Added |
| Kestra Advisory Services, LLC | 2,317 | $1.24M | 0.01% | +309+15.4% | Added |
| Contravisory Investment Management, Inc. | 2,313 | $1.23M | 0.36% | −67−2.8% | Reduced |
| 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 |
| Bienville Capital Management, LLC | 2,310 | $1.23M | 0.40% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,298 | $1.23M | 0.22% | −146−6.0% | Reduced |
| Vestcor Inc | 2,295 | $1.22M | 0.04% | −158−6.4% | Reduced |
| Canandaigua National Corp | 2,261 | $1.21M | 0.20% | −16−0.7% | Reduced |
| IBM Retirement Fund | 2,256 | $1.20M | 0.09% | −496−18.0% | Reduced |
| 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 |
| Copeland Capital Management, LLC | 2,152 | $1.15M | 0.03% | +29+1.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,145 | $1.14M | 0.12% | −167−7.2% | Reduced |
| Dana Investment Advisors, Inc. | 2,143 | $1.14M | 0.05% | −181−7.8% | Reduced |
| Donoghue Forlines LLC | 2,134 | $1.14M | 0.21% | −23−1.1% | Reduced |
| Transform Wealth, LLC | 2,129 | $1.14M | 0.14% | +84+4.1% | Added |
| Commonwealth Equity Services, LLC | 2,102 | $1.12M | 0.00% | +332+18.8% | Added |
| Arabesque Asset Management Ltd | 2,093 | $1.12M | 0.47% | +2,093 | New |
| Creative Planning | 2,086 | $1.11M | 0.00% | −58−2.7% | Reduced |
| Balasa Dinverno & Foltz LLC | 2,073 | $1.10M | 0.08% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,764 | $1.10M | 0.24% | +1+0.1% | Added |
| Cypress Asset Management Inc | 2,030 | $1.08M | 0.28% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,027 | $1.08M | 0.04% | +2,027 | New |
| Exencial Wealth Advisors, LLC | 2,004 | $1.07M | 0.06% | +4+0.2% | Added |
| BP PLC | 2,002 | $1.07M | 0.05% | −788−28.2% | Reduced |
| Tocqueville Asset Management L.P. | 2,000 | $1.07M | 0.02% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1,981 | $1.06M | 0.02% | +147+8.0% | Added |
| Wolverine Trading, LLC | 1,942 | $1.05M | 0.03% | −169−8.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,958 | $1.04M | 0.00% | +343+21.2% | Added |
| Greenleaf Trust | 1,942 | $1.03M | 0.01% | +71+3.8% | Added |
| GWM Advisors LLC | 1,937 | $1.03M | 0.03% | +113+6.2% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,920 | $1.02M | 0.11% | +6+0.3% | Added |
| Fred Alger Management, LLC | 1,900 | $1.01M | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,897 | $1.01M | 0.39% | +2+0.1% | Added |
| Buckley Wealth Management, LLC | 1,840 | $981.0K | 0.34% | −45−2.4% | Reduced |
| Segment Wealth Management, LLC | 1,813 | $966.0K | 0.11% | 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 |
| Everence Capital Management Inc | 1,797 | $958.0K | 0.08% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,769 | $943.0K | 0.14% | −12−0.7% | Reduced |
| Strategy Asset Managers LLC | 1,765 | $941.0K | 0.20% | −341−16.2% | Reduced |
| 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 |
| Montanaro Asset Management Ltd | 1,750 | $933.0K | 0.12% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,743 | $929.2K | 0.53% | 00.0% | Unchanged |
| World Asset Management Inc | 1,699 | $906.0K | 0.08% | −77−4.3% | Reduced |
| HWG Holdings LP | 1,689 | $900.0K | 0.46% | +152+9.9% | Added |
| Jackson Creek Investment Advisors LLC | 1,631 | $869.0K | 0.32% | −4−0.2% | Reduced |
| Veritable, L.P. | 1,613 | $860.0K | 0.01% | +31+2.0% | Added |
| QS Investors, LLC | 1,611 | $859.0K | 0.01% | +686+74.2% | Added |
| Csenge Advisory Group | 1,548 | $827.0K | 0.07% | −54−3.4% | Reduced |
| Merit Financial Group, LLC | 1,531 | $816.0K | 0.08% | +10+0.7% | Added |
| Fukoku Mutual Life Insurance Co | 1,500 | $800.0K | 0.06% | +1,000+200.0% | Added |
| AlphaCrest Capital Management LLC | 1,493 | $796.0K | 0.03% | −1,427−48.9% | Reduced |
| Blair William & Co | 1,482 | $790.0K | 0.00% | +285+23.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 1,453 | $775.0K | 0.04% | +855+143.0% | Added |
| Ieq Capital, LLC | 1,432 | $764.0K | 0.02% | +245+20.6% | Added |
| Sheets Smith Wealth Management | 1,432 | $763.0K | 0.10% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,404 | $748.0K | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,393 | $743.0K | 0.03% | +3+0.2% | Added |
| JSF Financial, LLC | 1,380 | $736.0K | 0.43% | +45+3.4% | Added |
| Menard Financial Group LLC | 1,347 | $718.0K | 0.68% | +295+28.0% | Added |
| Wetherby Asset Management Inc | 1,333 | $711.0K | 0.04% | +61+4.8% | Added |
| Acadian Asset Management LLC | 1,333 | $711.0K | 0.00% | +334+33.4% | Added |
| Gilbert & Cook, Inc. | 1,332 | $710.0K | 0.13% | +210+18.7% | Added |
| IndexIQ Advisors LLC | 1,323 | $705.0K | 0.02% | +94+7.6% | Added |
| Sawtooth Solutions, LLC | 1,316 | $702.0K | 0.14% | +330+33.5% | Added |
| Keybank National Association | 1,301 | $694.0K | 0.00% | −766−37.1% | Reduced |
| Advisory Services Network, LLC | 1,296 | $691.0K | 0.02% | −8−0.6% | Reduced |
| Profund Advisors LLC | 1,295 | $690.0K | 0.02% | −43−3.2% | Reduced |
| Holocene Advisors, LP | 1,280 | $682.0K | 0.00% | +1,280 | New |
| Sigma Planning Corp | 1,274 | $679.0K | 0.02% | +8+0.6% | Added |
| Chicago Partners Investment Group LLC | 1,169 | $673.0K | 0.05% | −73−5.9% | Reduced |
| Wolverine Asset Management LLC | 1,246 | $664.0K | 0.01% | +1,246 | New |
| Mountain Capital Investment Advisors, Inc | 1,186 | $656.0K | 0.30% | −64−5.1% | Reduced |
| Central Trust Co | 1,225 | $653.0K | 0.02% | −515−29.6% | Reduced |
| Segall Bryant & Hamill, LLC | 1,224 | $653.0K | 0.01% | +363+42.2% | Added |
| Copperwynd Financial, LLC | 1,206 | $643.0K | 0.27% | +146+13.8% | Added |
| Wealth Alliance | 1,201 | $640.0K | 0.15% | −34−2.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $640.0K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,200 | $640.0K | 0.03% | +1,200 | New |
| Snowden Capital Advisors LLC | 1,198 | $638.6K | 0.03% | +87+7.8% | Added |
| Squarepoint Ops LLC | 1,194 | $636.0K | 0.00% | +1,194 | New |
| NEXT Financial Group, Inc | 1,187 | $632.0K | 0.05% | +22+1.9% | Added |
| Sustainable Insight Capital Management, LLC | 1,177 | $627.0K | 0.37% | +1,177 | New |
| Personal Cfo Solutions, LLC | 1,173 | $625.0K | 0.13% | −119−9.2% | Reduced |
| Checchi Capital Advisers, LLC | 1,171 | $624.0K | 0.08% | −94−7.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,147 | $611.0K | 0.02% | 00.0% | Unchanged |