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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlas Private Wealth Advisors | 120 | $73.0K | 0.04% | −5−4.0% | Reduced |
| Lindbrook Capital, LLC | 123 | $75.0K | 0.02% | +5+4.2% | Added |
| Assetmark, Inc | 126 | $77.0K | 0.00% | +83+193.0% | Added |
| JNBA Financial Advisors | 129 | $78.0K | 0.01% | +129 | New |
| Sageworth Trust Co | 130 | $79.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 139 | $85.0K | 0.01% | −2,273−94.2% | Reduced |
| Systematic Alpha Investments, LLC | 135 | $90.0K | 0.00% | +135 | New |
| Selective Wealth Management, Inc. | 150 | $91.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 154 | $94.0K | 0.01% | +2+1.3% | Added |
| State of Wyoming | 168 | $102.0K | 0.07% | −19−10.2% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 177 | $108.0K | 0.05% | −34−16.1% | Reduced |
| Leonteq Securities AG | 179 | $108.9K | 0.01% | +179 | New |
| Whittier Trust Co | 186 | $113.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 192 | $117.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 195 | $119.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 221 | $134.0K | 0.01% | +51+30.0% | Added |
| Exane Derivatives | 227 | $138.1K | 0.03% | −106−31.8% | Reduced |
| Belpointe Asset Management LLC | 231 | $140.0K | 0.01% | +231 | New |
| Exchange Traded Concepts, LLC | 241 | $147.0K | 0.00% | +222+1,168.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 245 | $149.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 254 | $155.0K | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 259 | $158.0K | 0.00% | +170+191.0% | Added |
| James Investment Research Inc | 283 | $172.0K | 0.02% | −80−22.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 292 | $178.0K | 0.00% | −74−20.2% | Reduced |
| Berman Capital Advisors, LLC | 325 | $197.0K | 0.03% | +75+30.0% | Added |
| Harbour Investments, Inc. | 328 | $199.0K | 0.01% | +14+4.5% | Added |
| Anfield Capital Management, LLC | 322 | $201.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 331 | $201.0K | 0.01% | +17+5.4% | Added |
| Quadrant Capital Group LLC | 330 | $201.0K | 0.03% | +18+5.8% | Added |
| MJP Associates Inc | 339 | $206.0K | 0.07% | +339 | New |
| Brouwer & Janachowski, LLC | 339 | $206.0K | 0.04% | +339 | New |
| Bruderman Asset Management, LLC | 339 | $206.0K | 0.05% | +339 | New |
| TrinityPoint Wealth, LLC | 341 | $207.0K | 0.04% | +341 | New |
| Thoroughbred Financial Services, LLC | 344 | $209.0K | 0.05% | +344 | New |
| Collective Family Office LLC | 343 | $209.0K | 0.09% | +343 | New |
| Chesapeake Wealth Management | 345 | $210.0K | 0.08% | −105−23.3% | Reduced |
| Lantz Financial LLC | 348 | $212.0K | 0.11% | +348 | New |
| Geller Advisors LLC | 351 | $214.0K | 0.05% | +351 | New |
| Trexquant Investment LP | 351 | $214.0K | 0.02% | +351 | New |
| Jump Financial, LLC | 355 | $216.0K | 0.02% | −256−41.9% | Reduced |
| Prospera Financial Services Inc | 357 | $217.0K | 0.01% | +357 | New |
| Jacobi Capital Management LLC | 358 | $218.0K | 0.03% | +296+477.4% | Added |
| Graypoint LLC | 358 | $218.0K | 0.03% | +358 | New |
| WealthPLAN Partners, LLC | 344 | $219.0K | 0.01% | +10+3.0% | Added |
| Buckhead Capital Management LLC | 360 | $219.0K | 0.05% | +360 | New |
| Jefferies Group LLC | 366 | $222.7K | 0.01% | −134−26.8% | Reduced |
| Peapack Gladstone Financial Corp | 369 | $224.0K | 0.00% | +369 | New |
| Ashton Thomas Private Wealth, LLC | 370 | $225.1K | 0.03% | +370 | New |
| Old National Bancorp | 372 | $226.0K | 0.01% | −113−23.3% | Reduced |
| Financial Architects, Inc | 373 | $227.0K | 0.03% | +373 | New |
| Choate Investment Advisors | 375 | $228.0K | 0.01% | 00.0% | Unchanged |
| Connolly Sarah T. | 375 | $228.0K | 0.19% | +375 | New |
| JCIC Asset Management Inc. | 378 | $230.0K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 381 | $232.0K | 0.00% | +35+10.1% | Added |
| Pathstone Family Office, LLC | 384 | $233.0K | 0.01% | +384 | New |
| Federation des caisses Desjardins du Quebec | 389 | $236.5K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 394 | $240.0K | 0.01% | +394 | New |
| Kathmere Capital Management, LLC | 395 | $240.0K | 0.04% | +395 | New |
| Mawer Investment Management Ltd. | 398 | $242.0K | 0.00% | +398 | New |
| Asahi Life Asset Management Co., Ltd. | 400 | $243.0K | 0.03% | +400 | New |
| Blue Edge Capital, LLC | 400 | $243.3K | 0.05% | 00.0% | Unchanged |
| Fundamentun, LLC | 403 | $245.0K | 0.04% | +403 | New |
| OneAscent Financial Services LLC | 403 | $245.0K | 0.33% | +403 | New |
| Independent Advisor Alliance | 409 | $249.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 417 | $253.7K | 0.01% | −2,120−83.6% | Reduced |
| D. E. Shaw & Co., Inc. | 418 | $254.0K | 0.00% | −156−27.2% | Reduced |
| EP Wealth Advisors, LLC | 419 | $255.0K | 0.01% | +15+3.7% | Added |
| Advisor Resource Council | 423 | $257.0K | 0.08% | −97−18.7% | Reduced |
| Boston Private Wealth LLC | 427 | $260.0K | 0.00% | +427 | New |
| Winton Group Ltd | 435 | $265.0K | 0.01% | −75−14.7% | Reduced |
| Kore Private Wealth LLC | 436 | $265.0K | 0.03% | +436 | New |
| Arabesque Asset Management Ltd | 437 | $266.0K | 0.09% | −1,656−79.1% | Reduced |
| OneAscent Wealth Management LLC | 446 | $271.0K | 0.31% | +446 | New |
| Veracity Capital LLC | 447 | $272.0K | 0.12% | +46+11.5% | Added |
| First National Bank of Omaha | 449 | $273.0K | 0.01% | +449 | New |
| Engine No. 1 LLC | 448 | $273.0K | 0.07% | +448 | New |
| Wealth Advisory Solutions, LLC | 456 | $277.0K | 0.06% | −4−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 457 | $278.0K | 0.02% | +457 | New |
| Fiduciary Trust Co | 459 | $279.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 465 | $283.0K | 0.01% | −10−2.1% | Reduced |
| West Family Investments, Inc. | 470 | $286.0K | 0.08% | +23+5.1% | Added |
| Magellan Asset Management Ltd | 473 | $288.0K | 0.00% | −97−17.0% | Reduced |
| Moody National Bank Trust Division | 474 | $288.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 474 | $288.4K | 0.04% | −115−19.5% | Reduced |
| Accuvest Global Advisors | 476 | $291.0K | 0.14% | −68−12.5% | Reduced |
| Heritage Wealth Management, LLC | 479 | $291.0K | 0.10% | +71+17.4% | Added |
| First Pacific Advisors, LP | 480 | $292.0K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 491 | $299.0K | 0.03% | −5−1.0% | Reduced |
| NuWave Investment Management, LLC | 493 | $300.0K | 0.34% | +493 | New |
| Smithfield Trust Co | 492 | $301.0K | 0.02% | 00.0% | Unchanged |
| Covenant Multifamily Offices, LLC | 505 | $304.0K | 0.05% | +21+4.3% | Added |
| Proficio Capital Partners LLC | 504 | $307.0K | 0.04% | +5+1.0% | Added |
| BBVA USA | 513 | $312.0K | 0.02% | −164−24.2% | Reduced |
| Aureus Asset Management, LLC | 515 | $313.0K | 0.02% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 516 | $314.0K | 0.14% | −21−3.9% | Reduced |
| Foundry Partners, LLC | 519 | $316.0K | 0.01% | +519 | New |
| Apollon Wealth Management, LLC | 526 | $320.0K | 0.04% | +526 | New |
| Atlas Capital Advisors LLC | 528 | $321.2K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 530 | $322.0K | 0.01% | −22−4.0% | Reduced |
| Harvest Fund Management Co., Ltd | 536 | $325.0K | 0.07% | +429+400.9% | Added |