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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.

Institutional holdersQ2 2021: 757 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ2 2021: $39.9B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2021.

Institutions holding MSCI in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Evercore Wealth Management, LLC1,126$600.0K0.01%−5−0.4%Reduced
Nomura Holdings Inc1,110$592.0K0.00%−32,460−96.7%Reduced
Captrust Financial Advisors1,110$592.0K0.01%−11−1.0%Reduced
Western Financial Corporation1,099$586.0K0.32%+94+9.4%Added
Group One Trading, L.P.1,093$583.0K0.01%+457+71.9%Added
Allstate Corp1,090$581.0K0.02%−126−10.4%Reduced
SRN Advisors, LLC1,080$575.7K0.20%−180−14.3%Reduced
Veriti Management LLC1,048$559.0K0.08%+207+24.6%Added
Stelac Advisory Services LLC1,037$553.0K0.13%+1,037New
JustInvest LLC1,035$552.0K0.06%+407+64.8%Added
Institute for Wealth Management, LLC.1,027$547.0K0.10%+88+9.4%Added
WealthBridge Capital Management, LLC1,023$545.0K0.20%−251−19.7%Reduced
Forte Capital LLC1,015$541.0K0.07%+72+7.6%Added
Illinois Municipal Retirement Fund1,004$535.0K0.02%−854−46.0%Reduced
Harbor Advisors LLC1,000$533.0K0.11%00.0%Unchanged
Symmetry Partners, LLC976$520.0K0.03%00.0%Unchanged
Private Trust Co NA973$519.0K0.08%+10+1.0%Added
Wrapmanager Inc959$511.0K0.13%+18+1.9%Added
Cresset Asset Management, LLC959$511.0K0.01%+91+10.5%Added
O'Shaughnessy Asset Management, LLC959$511.0K0.01%+339+54.7%Added
Empirical Finance, LLC943$503.0K0.08%+134+16.6%Added
Conning Inc.940$501.0K0.01%−96−9.3%Reduced
City Holding Co927$494.0K0.09%+566+156.8%Added
Pallas Capital Advisors LLC785$490.0K0.07%+785New
Arete Wealth Advisors, LLC932$485.0K0.07%+932New
Bryn Mawr Trust Co905$482.0K0.02%00.0%Unchanged
Grove Bank & Trust900$480.0K0.10%−2−0.2%Reduced
Clarius Group, LLC901$480.0K0.04%+1+0.1%Added
Paradigm Asset Management Co LLC900$479.8K0.12%00.0%Unchanged
Two Sigma Investments, LP885$472.0K0.00%+885New
Golden State Wealth Management, LLC879$469.0K0.10%+879New
Toroso Investments, LLC877$468.0K0.02%+157+21.8%Added
Beacon Pointe Advisors, LLC878$468.0K0.02%+878New
Intercontinental Wealth Advisors, LLC875$466.0K0.09%+181+26.1%Added
Blueshift Asset Management, LLC863$460.0K0.03%−2,800−76.4%Reduced
SFMG, LLC854$455.0K0.05%+28+3.4%Added
Pier Capital, LLC849$453.0K0.05%−1,377−61.9%Reduced
Davenport & Co LLC847$452.0K0.00%+847New
Perigon Wealth Management, LLC843$449.0K0.04%+232+38.0%Added
Camden Capital, LLC838$447.0K0.10%+165+24.5%Added
Sentry Investment Management LLC834$445.0K0.11%00.0%Unchanged
Intellectus Partners, LLC818$436.0K0.10%+32+4.1%Added
Bellevue Group AG816$435.0K0.00%00.0%Unchanged
Centiva Capital, LP795$424.0K0.03%+795New
RFG Advisory, LLC784$418.0K0.04%+2+0.3%Added
Raymond James Trust N.A.780$416.0K0.01%−62−7.4%Reduced
Elk River Wealth Management, LLC780$416.0K0.11%00.0%Unchanged
Ontario Teachers Pension Plan Board777$414.0K0.01%−1,145−59.6%Reduced
Meristem Family Wealth, LLC774$413.0K0.07%00.0%Unchanged
RB Capital Management, LLC767$409.0K0.16%+767New
Virtu Financial LLC765$408.0K0.04%−1,313−63.2%Reduced
Trust Asset Management LLC753$401.0K0.05%+79+11.7%Added
BSW Wealth Partners752$401.0K0.11%+238+46.3%Added
Telemus Capital, LLC743$396.0K0.03%+170+29.7%Added
Natixis Investment Managers International741$395.0K0.02%−140−15.9%Reduced
Advisors Asset Management, Inc.721$384.0K0.01%+366+103.1%Added
Waratah Capital Advisors Ltd.713$380.0K0.02%−10,733−93.8%Reduced
Lido Advisors, LLC707$377.0K0.01%+32+4.7%Added
HBK Sorce Advisory LLC705$376.0K0.02%−19−2.6%Reduced
GFG Capital, LLC706$376.0K0.11%+11+1.6%Added
Mitchell & Pahl Private Wealth, LLC699$373.0K0.27%+84+13.7%Added
Bradley Foster & Sargent Inc700$373.0K0.01%+700New
Resources Investment Advisors, LLC.690$368.0K0.02%+9+1.3%Added
CAPROCK Group, Inc.691$368.0K0.03%+71+11.5%Added
MAI Capital Management688$367.0K0.01%+32+4.9%Added
Pitcairn Co676$361.0K0.02%+5+0.7%Added
Ascent Wealth Partners, LLC677$361.0K0.07%+64+10.4%Added
BBVA USA677$361.0K0.02%+677New
Laurion Capital Management LP670$357.0K0.01%+670New
Rockland Trust Co663$353.0K0.02%+139+26.5%Added
Flagship Harbor Advisors, LLC651$347.0K0.04%−12−1.8%Reduced
Welch & Forbes LLC650$347.0K0.01%+650New
Parallel Advisors, LLC647$345.0K0.01%+88+15.7%Added
Synovus Financial Corp636$340.0K0.00%−23−3.5%Reduced
Wedbush Securities Inc637$340.0K0.02%+18+2.9%Added
Brown Brothers Harriman & Co636$339.0K0.00%+9+1.4%Added
U S Global Investors Inc634$338.0K0.01%00.0%Unchanged
Meeder Asset Management Inc629$335.0K0.02%+86+15.8%Added
Fishman Jay A Ltd627$334.2K0.04%00.0%Unchanged
First Mercantile Trust Co626$334.0K0.04%−19−2.9%Reduced
Usca Ria LLC620$331.0K0.02%−3−0.5%Reduced
Jump Financial, LLC611$326.0K0.03%+611New
Comerica Securities,inc.592$316.0K0.02%−570−49.1%Reduced
Anchor Investment Management, LLC589$314.0K0.04%+585+14,625.0%Added
D. E. Shaw & Co., Inc.574$306.0K0.00%−2,830−83.1%Reduced
Signaturefd, LLC573$305.0K0.01%+72+14.4%Added
Magellan Asset Management Ltd570$304.0K0.00%−117−17.0%Reduced
Zions Bancorporation, N.A.562$300.0K0.03%−3−0.5%Reduced
Castleview Partners, LLC563$300.0K0.13%+563New
Tectonic Advisors LLC557$297.0K0.06%−70−11.2%Reduced
Tiger Eye Capital LLC558$297.0K0.08%00.0%Unchanged
Ancora Advisors, LLC555$296.0K0.01%00.0%Unchanged
Shelton Capital Management552$294.0K0.01%00.0%Unchanged
Accuvest Global Advisors544$290.0K0.15%−93−14.6%Reduced
Fermata Advisors, LLC537$286.0K0.17%+537New
Atlas Capital Advisors LLC528$281.5K0.05%−1,697−76.3%Reduced
Advisor Resource Council520$278.0K0.03%+520New
Aureus Asset Management, LLC515$275.0K0.02%00.0%Unchanged
Winton Group Ltd510$272.0K0.01%+510New
CNB Bank508$271.0K0.17%+68+15.5%Added