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 |
|---|---|---|---|---|---|
| Jefferies Group LLC | 500 | $266.5K | 0.00% | −7,500−93.8% | Reduced |
| Proficio Capital Partners LLC | 499 | $266.0K | 0.03% | +11+2.3% | Added |
| Rehmann Capital Advisory Group | 496 | $264.6K | 0.03% | −1−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 494 | $263.0K | 0.01% | −137−21.7% | Reduced |
| Smithfield Trust Co | 492 | $262.0K | 0.02% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 488 | $260.0K | 0.01% | +488 | New |
| Old National Bancorp | 485 | $259.0K | 0.01% | +485 | New |
| Covenant Multifamily Offices, LLC | 484 | $258.0K | 0.05% | +484 | New |
| First Pacific Advisors, LP | 480 | $256.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 475 | $253.0K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 474 | $253.0K | 0.01% | +474 | New |
| JCIC Asset Management Inc. | 378 | $250.0K | 0.06% | +40+11.8% | Added |
| Citadel Advisors LLC | 466 | $248.0K | 0.00% | +466 | New |
| Fiduciary Trust Co | 459 | $245.0K | 0.00% | +459 | New |
| Wealth Advisory Solutions, LLC | 460 | $245.0K | 0.06% | +460 | New |
| Vident Investment Advisory, LLC | 457 | $243.0K | 0.01% | −216−32.1% | Reduced |
| Tudor Investment Corp Et Al | 451 | $240.0K | 0.00% | +451 | New |
| Chesapeake Wealth Management | 450 | $240.0K | 0.08% | +450 | New |
| West Family Investments, Inc. | 447 | $238.0K | 0.07% | +447 | New |
| Gsa Capital Partners LLP | 441 | $235.0K | 0.03% | +441 | New |
| Coldstream Capital Management Inc | 430 | $229.0K | 0.01% | +430 | New |
| Parallax Volatility Advisers, L.P. | 420 | $224.0K | 0.00% | +268+176.3% | Added |
| Ellevest, Inc. | 409 | $218.0K | 0.02% | −4−1.0% | Reduced |
| Independent Advisor Alliance | 409 | $218.0K | 0.01% | +409 | New |
| Heritage Wealth Management, LLC | 408 | $217.0K | 0.08% | +227+125.4% | Added |
| EP Wealth Advisors, LLC | 404 | $215.0K | 0.01% | +404 | New |
| Veracity Capital LLC | 401 | $214.0K | 0.05% | +401 | New |
| Blue Edge Capital, LLC | 400 | $213.2K | 0.04% | +400 | New |
| WealthPLAN Partners, LLC | 334 | $209.0K | 0.01% | +334 | New |
| Federation des caisses Desjardins du Quebec | 389 | $207.2K | 0.00% | −275−41.4% | Reduced |
| Green Harvest Asset Management LLC | 378 | $202.0K | 0.04% | 00.0% | Unchanged |
| Choate Investment Advisors | 375 | $200.0K | 0.01% | +375 | New |
| Northwestern Mutual Wealth Management Co | 366 | $195.0K | 0.00% | +184+101.1% | Added |
| James Investment Research Inc | 363 | $194.0K | 0.02% | −230−38.8% | Reduced |
| Exane Derivatives | 333 | $185.7K | 0.04% | +208+166.4% | Added |
| IFP Advisors, Inc | 346 | $185.0K | 0.00% | −135−28.1% | Reduced |
| Anfield Capital Management, LLC | 322 | $172.0K | 0.07% | +322 | New |
| Harbour Investments, Inc. | 314 | $168.0K | 0.01% | +10+3.3% | Added |
| Spire Wealth Management | 314 | $167.0K | 0.00% | −362−53.6% | Reduced |
| Quadrant Capital Group LLC | 312 | $166.0K | 0.02% | −17−5.2% | Reduced |
| First Horizon Advisors, Inc. | 298 | $158.0K | 0.01% | +14+4.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 254 | $135.0K | 0.02% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 250 | $133.0K | 0.04% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 250 | $133.0K | 0.02% | +44+21.4% | Added |
| Godsey & Gibb Associates | 250 | $133.0K | 0.08% | +250 | New |
| Veritas Investment Partners (UK) Ltd. | 245 | $131.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 216 | $115.0K | 0.00% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 211 | $112.0K | 0.05% | +25+13.4% | Added |
| Cullen/Frost Bankers, Inc. | 195 | $104.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 192 | $102.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 187 | $100.0K | 0.06% | −5−2.6% | Reduced |
| Whittier Trust Co | 186 | $99.0K | 0.00% | +13+7.5% | Added |
| Global Retirement Partners, LLC | 170 | $91.0K | 0.01% | +32+23.2% | Added |
| Ci Investments Inc. | 167 | $89.0K | 0.00% | −29−14.8% | Reduced |
| Boit C F David | 160 | $85.0K | 0.06% | +160 | New |
| CX Institutional | 152 | $81.0K | 0.01% | +26+20.6% | Added |
| Selective Wealth Management, Inc. | 150 | $80.0K | 0.06% | +150 | New |
| Walleye Trading LLC | 140 | $75.0K | 0.00% | +140 | New |
| Sageworth Trust Co | 130 | $69.0K | 0.01% | +130 | New |
| Atlas Private Wealth Advisors | 125 | $67.0K | 0.04% | +5+4.2% | Added |
| Arkadios Wealth Advisors | 126 | $67.0K | 0.01% | +60+90.9% | Added |
| Lindbrook Capital, LLC | 118 | $63.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 112 | $60.0K | 0.02% | +30+36.6% | Added |
| Harvest Fund Management Co., Ltd | 107 | $57.0K | 0.01% | +96+872.7% | Added |
| Massmutual Trust Co FSB | 99 | $53.0K | 0.00% | +62+167.6% | Added |
| Barnett & Company, Inc. | 95 | $51.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 94 | $50.0K | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 89 | $47.0K | 0.00% | −79−47.0% | Reduced |
| Parkside Financial Bank & Trust | 87 | $47.0K | 0.01% | +8+10.1% | Added |
| PNC Managed Account Solutions, Inc. | 87 | $47.0K | 0.01% | +87 | New |
| Altshuler Shaham Ltd | 87 | $46.0K | 0.00% | +30+52.6% | Added |
| Geneos Wealth Management Inc. | 84 | $45.0K | 0.00% | −395−82.5% | Reduced |
| KB Financial Partners, LLC | 85 | $45.0K | 0.02% | −78−47.9% | Reduced |
| FourThought Financial, LLC | 85 | $45.0K | 0.01% | −6−6.6% | Reduced |
| Creative Financial Designs Inc | 85 | $45.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 82 | $44.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 80 | $43.0K | 0.02% | +80 | New |
| Lenox Wealth Advisors, LLC | 77 | $41.0K | 0.01% | +51+196.2% | Added |
| SRS Capital Advisors, Inc. | 71 | $38.0K | 0.01% | +71 | New |
| Savior LLC | 66 | $35.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 65 | $34.6K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 64 | $34.0K | 0.02% | +20+45.5% | Added |
| Pin Oak Investment Advisors Inc | 62 | $33.0K | 0.03% | −125−66.8% | Reduced |
| Jacobi Capital Management LLC | 62 | $33.0K | 0.00% | +23+59.0% | Added |
| Semmax Financial Advisors Inc. | 60 | $32.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 58 | $31.0K | 0.02% | +58 | New |
| Farmers & Merchants Investments Inc | 52 | $28.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 53 | $28.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 54 | $28.0K | 0.01% | +54 | New |
| Sargent Bickham Lagudis LLC | 45 | $24.0K | 0.00% | +1+2.3% | Added |
| Princeton Global Asset Management LLC | 45 | $24.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 44 | $24.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 43 | $23.0K | 0.00% | −9−17.3% | Reduced |
| Sierra Capital LLC | 41 | $22.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 40 | $21.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 37 | $20.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 37 | $20.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $20.0K | 0.00% | +29+362.5% | Added |
| Kistler-Tiffany Companies, LLC | 33 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 33 | $18.0K | 0.01% | 00.0% | Unchanged |