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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, Q3 2021

Institutional positions in MSCI Inc. as of Sep 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
810
+64 vs. Q2 2021
Shares held
74.1M
−440.4K (−0.6%) vs. Q2 2021
Total value
$45.1B
+$5.34B (+13.4%) vs. Q2 2021
New holders
104
280 more added
Sold out
40
304 more reduced

11 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 810 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 heldQ3 2021: $45.1B
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, Q3 2021

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2021.

Institutions holding MSCI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC–$6080.00%––
PEAK6 Investments LLC2$1.00K0.00%−1−33.3%Reduced
Bellevue Asset Management, LLC2$1.00K0.00%−1−33.3%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management1$1.00K0.00%+1New
Global Financial Private Client, LLC2$1.22K0.00%00.0%Unchanged
HighMark Wealth Management LLC3$2.00K0.00%−3−50.0%Reduced
Thompson Siegel & Walmsley LLC3$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC3$2.00K0.00%00.0%Unchanged
Crewe Advisors LLC4$2.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC4$2.00K0.00%00.0%Unchanged
MCF Advisors LLC3$2.00K0.00%+3New
Bellwether Advisors, LLC4$2.00K0.00%+4New
Cordant, Inc.4$2.00K0.00%+4New
Sutton Wealth Advisors Inc.4$2.43K0.00%+1+33.3%Added
First National Bank of South Miami5$3.00K0.00%00.0%Unchanged
Pacifica Partners Inc.5$3.00K0.00%00.0%Unchanged
Guidance Point Advisors, LLC5$3.00K0.00%+5New
Key Financial Inc5$3.00K0.00%+5New
Red Tortoise LLC7$3.00K0.00%+7New
McCarthy Grittinger Financial Group, LLC5$3.04K0.00%+5New
Asset Dedication, LLC7$4.00K0.00%00.0%Unchanged
Hudock, Inc.8$4.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC7$4.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC6$4.00K0.00%00.0%Unchanged
Hartford Financial Management Inc.6$4.00K0.00%+6New
Atticus Wealth Management, LLC7$4.00K0.00%+7New
Raffa Wealth Management, LLC7$4.26K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.9$5.00K0.00%00.0%Unchanged
Manchester Capital Management LLC11$7.00K0.00%−26−70.3%Reduced
Eukles Asset Management11$7.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC12$7.00K0.00%00.0%Unchanged
Valley National Advisers Inc11$7.00K0.00%+2+22.2%Added
Meridian Wealth Partners, LLC11$7.00K0.00%+11New
TCI Wealth Advisors, Inc.15$9.00K0.00%+2+15.4%Added
Crescent Capital Consulting, LLC14$9.00K0.00%00.0%Unchanged
Tompkins Financial Corp14$9.00K0.00%+14New
Financial Management Professionals, Inc.16$10.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc17$10.0K0.00%+17New
Carroll Financial Associates, Inc.19$11.0K0.00%+1+5.6%Added
Front Row Advisors LLC19$12.0K0.01%00.0%Unchanged
Sterling Investment Advisors, Ltd.20$12.0K0.00%+20New
Versant Capital Management, Inc22$13.0K0.00%+3+15.8%Added
Harbor Investment Advisory, LLC21$13.0K0.00%+15+250.0%Added
BerganKDV Wealth Management, LLC22$13.0K0.00%+22New
Tarbox Family Office, Inc.23$14.0K0.00%−1−4.2%Reduced
Albion Financial Group23$14.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.23$14.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc23$14.0K0.00%+4+21.1%Added
Whittier Trust Co of Nevada Inc25$15.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC24$15.0K0.00%00.0%Unchanged
MV Capital Management, Inc.24$15.0K0.00%+7+41.2%Added
Lenox Wealth Advisors, LLC26$16.0K0.00%−51−66.2%Reduced
Resolute Partners Group26$16.0K0.00%00.0%Unchanged
Better Money Decisions, LLC28$17.0K0.01%00.0%Unchanged
Green Harvest Asset Management LLC378$18.0K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co30$18.0K0.01%+30New
Stuart Chaussee & Associates, Inc.31$19.0K0.03%00.0%Unchanged
GPS Wealth Strategies Group, LLC31$19.0K0.00%00.0%Unchanged
Allworth Financial LP31$19.0K0.00%+31New
Kistler-Tiffany Companies, LLC33$20.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.33$20.0K0.01%00.0%Unchanged
Counterpoint Mutual Funds LLC34$21.0K0.02%+10+41.7%Added
Earnest Partners LLC37$23.0K0.00%00.0%Unchanged
Accel Wealth Management37$23.0K0.01%00.0%Unchanged
Kelly Financial Services LLC38$23.2K0.01%−15,963−99.8%Reduced
Clean Yield Group40$24.0K0.01%−40−50.0%Reduced
Sargent Bickham Lagudis LLC40$24.0K0.00%−5−11.1%Reduced
Glassman Wealth Services40$24.0K0.01%+8+25.0%Added
Sierra Capital LLC41$25.0K0.00%00.0%Unchanged
Washington Trust Co44$27.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC46$28.0K0.01%−7−13.2%Reduced
Princeton Global Asset Management LLC45$28.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC51$31.0K0.02%+29+131.8%Added
Huntington National Bank52$32.0K0.00%+12+30.0%Added
Farmers & Merchants Investments Inc55$33.0K0.00%+3+5.8%Added
Cahill Financial Advisors Inc55$33.0K0.01%+55New
Close Asset Management Ltd55$33.0K0.00%+55New
Benjamin Edwards Inc58$35.0K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.59$36.0K0.00%−12−16.9%Reduced
Semmax Financial Advisors Inc.60$37.0K0.01%00.0%Unchanged
D'Orazio & Associates, Inc.61$37.0K0.01%+61New
Pin Oak Investment Advisors Inc62$38.0K0.04%00.0%Unchanged
FinTrust Capital Advisors, LLC63$38.0K0.01%+47+293.8%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA65$39.5K0.05%00.0%Unchanged
Gemmer Asset Management LLC82$50.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.84$51.0K0.00%00.0%Unchanged
FourThought Financial, LLC85$51.0K0.01%00.0%Unchanged
Creative Financial Designs Inc85$52.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB93$57.0K0.00%−6−6.1%Reduced
Jackson, Grant Investment Advisers, Inc.94$57.0K0.03%00.0%Unchanged
Clearstead Advisors, LLC93$57.0K0.00%+83+830.0%Added
Parkside Financial Bank & Trust103$62.0K0.02%+16+18.4%Added
HM Payson & Co102$62.0K0.00%+102New
Trustcore Financial Services, LLC106$64.0K0.01%+106New
Eagle Bay Advisors LLC109$66.0K0.04%+90+473.7%Added
Arkadios Wealth Advisors112$68.0K0.01%−14−11.1%Reduced
Lloyd Advisory Services, LLC.111$68.0K0.03%+47+73.4%Added
GeoWealth Management, LLC112$68.0K0.01%+112New
Arlington Partners LLC115$70.0K0.02%+115New