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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
Stuart Chaussee & Associates, Inc.31$17.0K0.01%00.0%Unchanged
Glassman Wealth Services32$17.0K0.00%+8+33.3%Added
GPS Wealth Strategies Group, LLC31$16.0K0.00%+31New
Better Money Decisions, LLC28$15.0K0.01%00.0%Unchanged
Resolute Partners Group26$14.0K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc25$13.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.24$13.0K0.00%00.0%Unchanged
Counterpoint Mutual Funds LLC24$13.0K0.01%+24New
Tradition Wealth Management, LLC24$13.0K0.00%+24New
Carmichael Hill & Associates, Inc.23$12.0K0.01%00.0%Unchanged
Front Row Advisors LLC19$12.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC22$12.0K0.01%+12+120.0%Added
Albion Financial Group23$12.0K0.00%+23New
Hillsdale Investment Management Inc.20$11.0K0.00%+20New
Eagle Bay Advisors LLC19$11.0K0.01%+19New
Exchange Traded Concepts, LLC19$10.0K0.00%−59−75.6%Reduced
Enterprise Financial Services Corp18$10.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc19$10.0K0.00%00.0%Unchanged
Versant Capital Management, Inc19$10.0K0.00%+5+35.7%Added
FinTrust Capital Advisors, LLC16$9.00K0.00%−6−27.3%Reduced
Carroll Financial Associates, Inc.18$9.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.16$9.00K0.00%00.0%Unchanged
MV Capital Management, Inc.17$9.00K0.00%+14+466.7%Added
TCI Wealth Advisors, Inc.13$7.00K0.00%−1−7.1%Reduced
Crescent Capital Consulting, LLC14$7.00K0.00%+14New
Evolution Wealth Advisors, LLC12$6.00K0.00%−21−63.6%Reduced
Eukles Asset Management11$6.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.9$5.00K0.00%00.0%Unchanged
Valley National Advisers Inc9$5.00K0.00%+4+80.0%Added
Clearstead Advisors, LLC10$5.00K0.00%+10New
Hudock, Inc.8$4.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC7$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC7$4.00K0.00%+7New
Raffa Wealth Management, LLC7$3.73K0.00%−10−58.8%Reduced
Harbor Investment Advisory, LLC6$3.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC6$3.00K0.00%−1−14.3%Reduced
San Francisco Sentry Investment Group (Ca)5$3.00K0.00%00.0%Unchanged
Private Ocean, LLC5$3.00K0.00%00.0%Unchanged
First National Bank of South Miami5$3.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC6$3.00K0.00%+2+50.0%Added
Standard Family Office LLC5$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.5$3.00K0.00%+5New
Bellevue Asset Management, LLC3$2.00K0.00%−103−97.2%Reduced
PEAK6 Investments LLC3$2.00K0.00%−47−94.0%Reduced
Crewe Advisors LLC4$2.00K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC3$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC3$2.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC4$2.00K0.00%+4New
Sutton Wealth Advisors Inc.3$1.60K0.00%00.0%Unchanged
Global Financial Private Client, LLC2$1.07K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%−19−86.4%Reduced
Bartlett & Co. LLC1$1.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1$5330.00%00.0%Unchanged
WestEnd Advisors, LLC–$5330.00%–New
Kelly Financial Services LLC16,001$300.00%+15,996+319,920.0%Added
Sofos Investments, Inc.16––−2−11.1%Reduced
Harel Insurance Investments & Financial Services Ltd.504––−382−43.1%Reduced
Junto Capital Management LP0$00.00%−68,932−100.0%Sold out
Kadensa Capital Ltd0$00.00%−68,449−100.0%Sold out
First Trust Advisors LP0$00.00%−41,791−100.0%Sold out
Artemis Investment Management LLP0$00.00%−38,261−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−33,656−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−33,203−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−16,834−100.0%Sold out
Darwin Advisors, LLC0$00.00%−12,107−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−11,807−100.0%Sold out
Douglass Winthrop Advisors, LLC0$00.00%−6,099−100.0%Sold out
Oribel Capital Management, LP0$00.00%−6,000−100.0%Sold out
Trexquant Investment LP0$00.00%−5,735−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−5,292−100.0%Sold out
Verition Fund Management LLC0$00.00%−3,833−100.0%Sold out
Shilanski & Associates, Inc.0$00.00%−3,086−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−2,693−100.0%Sold out
FIL Ltd0$00.00%−2,604−100.0%Sold out
Three Peaks Capital Management, LLC0$00.00%−2,513−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−1,516−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−1,508−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−1,415−100.0%Sold out
Alpha Paradigm Partners, LLC0$00.00%−1,171−100.0%Sold out
SevenOneSeven Capital Management0$00.00%−946−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−832−100.0%Sold out
Sowell Financial Services LLC0$00.00%−632−100.0%Sold out
Caxton Associates LP0$00.00%−652−100.0%Sold out
JS Capital Management LLC0$00.00%−600−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−573−100.0%Sold out
Prospera Financial Services Inc0$00.00%−561−100.0%Sold out
Lincoln National Corp0$00.00%−530−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−518−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−482−100.0%Sold out
FORA Capital, LLC0$00.00%−177−100.0%Sold out
Leonteq Securities AG0$00.00%−144−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−110−100.0%Sold out
Allred Capital Management, LLC0$00.00%−106−100.0%Sold out
Newfound Research LLC0$00.00%−92−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−85−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−66−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−57−100.0%Sold out
Manchester Financial Inc0$00.00%−50−100.0%Sold out
Sun Life Financial INC0$00.00%−50−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−43−100.0%Sold out