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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 536 | $328.0K | 0.00% | +449+516.1% | Added |
| CNB Bank | 543 | $329.0K | 0.20% | +35+6.9% | Added |
| Bridgefront Capital, LLC | 551 | $335.0K | 0.35% | +551 | New |
| Comerica Securities,inc. | 552 | $336.0K | 0.02% | −40−6.8% | Reduced |
| Ancora Advisors, LLC | 555 | $338.0K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 557 | $339.0K | 0.01% | −1,595−74.1% | Reduced |
| Zions Bancorporation, N.A. | 558 | $339.0K | 0.03% | −4−0.7% | Reduced |
| Tiger Eye Capital LLC | 558 | $339.0K | 0.13% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 557 | $339.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 564 | $343.0K | 0.15% | +564 | New |
| Flagship Harbor Advisors, LLC | 651 | $347.0K | 0.04% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 566 | $348.0K | 0.00% | +566 | New |
| Fishman Jay A Ltd | 577 | $351.0K | 0.04% | −50−8.0% | Reduced |
| First Mercantile Trust Co | 596 | $363.0K | 0.05% | −30−4.8% | Reduced |
| CAPROCK Group, Inc. | 598 | $364.0K | 0.03% | −93−13.5% | Reduced |
| Rockefeller Capital Management L.P. | 604 | $367.0K | 0.00% | −7,838−92.8% | Reduced |
| Wealthspire Advisors, LLC | 610 | $371.0K | 0.01% | +610 | New |
| Synovus Financial Corp | 613 | $373.0K | 0.00% | −23−3.6% | Reduced |
| Machina Capital S.A.S. | 613 | $373.0K | 0.80% | +613 | New |
| Ellevest, Inc. | 615 | $374.0K | 0.04% | +206+50.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 620 | $377.0K | 0.02% | +620 | New |
| XTX Topco Ltd | 622 | $378.0K | 0.13% | −1,690−73.1% | Reduced |
| Pallas Capital Advisors LLC | 596 | $385.0K | 0.04% | −189−24.1% | Reduced |
| U S Global Investors Inc | 634 | $386.0K | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 640 | $389.0K | 0.01% | +189+41.9% | Added |
| Welch & Forbes LLC | 650 | $395.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 650 | $395.0K | 0.01% | +156+31.6% | Added |
| Pitcairn Co | 652 | $397.0K | 0.03% | −24−3.6% | Reduced |
| Donoghue Forlines LLC | 659 | $401.0K | 0.08% | −1,475−69.1% | Reduced |
| Ascent Wealth Partners, LLC | 676 | $411.0K | 0.08% | −1−0.1% | Reduced |
| Rockland Trust Co | 680 | $414.0K | 0.03% | +17+2.6% | Added |
| Diversified Trust Co | 687 | $418.0K | 0.02% | +687 | New |
| Arete Wealth Advisors, LLC | 699 | $425.0K | 0.05% | −233−25.0% | Reduced |
| Natixis Investment Managers International | 700 | $425.0K | 0.02% | −41−5.5% | Reduced |
| HBK Sorce Advisory LLC | 698 | $425.0K | 0.02% | −7−1.0% | Reduced |
| Bradley Foster & Sargent Inc | 700 | $426.0K | 0.01% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 708 | $431.0K | 0.31% | +9+1.3% | Added |
| Golden State Wealth Management, LLC | 710 | $432.0K | 0.09% | −169−19.2% | Reduced |
| Lido Advisors, LLC | 714 | $434.0K | 0.01% | +7+1.0% | Added |
| Resources Investment Advisors, LLC. | 714 | $434.0K | 0.02% | +24+3.5% | Added |
| Calamos Advisors LLC | 716 | $436.0K | 0.00% | +716 | New |
| Sentry Investment Management LLC | 728 | $443.0K | 0.13% | −106−12.7% | Reduced |
| Waratah Capital Advisors Ltd. | 729 | $443.0K | 0.02% | +16+2.2% | Added |
| RFG Advisory, LLC | 738 | $449.0K | 0.04% | −46−5.9% | Reduced |
| Parallel Advisors, LLC | 738 | $449.0K | 0.02% | +91+14.1% | Added |
| Brown Brothers Harriman & Co | 740 | $450.0K | 0.00% | +104+16.4% | Added |
| Advisors Asset Management, Inc. | 751 | $457.0K | 0.01% | +30+4.2% | Added |
| Signaturefd, LLC | 754 | $459.0K | 0.02% | +181+31.6% | Added |
| Intercontinental Wealth Advisors, LLC | 759 | $462.0K | 0.11% | −116−13.3% | Reduced |
| MAI Capital Management | 763 | $464.0K | 0.01% | +75+10.9% | Added |
| Raymond James Trust N.A. | 769 | $468.0K | 0.02% | −11−1.4% | Reduced |
| Gotham Asset Management, LLC | 776 | $472.0K | 0.02% | +776 | New |
| Elk River Wealth Management, LLC | 780 | $475.0K | 0.12% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 786 | $478.0K | 0.05% | +12+1.6% | Added |
| GFG Capital, LLC | 799 | $486.0K | 0.15% | +93+13.2% | Added |
| Paradigm Asset Management Co LLC | 800 | $486.7K | 0.13% | −100−11.1% | Reduced |
| Trust Asset Management LLC | 807 | $491.0K | 0.07% | +54+7.2% | Added |
| Bellevue Group AG | 816 | $496.0K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 818 | $498.0K | 0.12% | 00.0% | Unchanged |
| Eaton Vance Management | 2,735 | $505.0K | 0.00% | −10,127−78.7% | Reduced |
| Conning Inc. | 831 | $506.0K | 0.01% | −109−11.6% | Reduced |
| Checchi Capital Advisers, LLC | 846 | $515.0K | 0.06% | −325−27.8% | Reduced |
| Ontario Teachers Pension Plan Board | 846 | $515.0K | 0.00% | +69+8.9% | Added |
| SFMG, LLC | 849 | $516.0K | 0.06% | −5−0.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 850 | $517.0K | 0.05% | +850 | New |
| Veriti Management LLC | 858 | $522.0K | 0.07% | −190−18.1% | Reduced |
| Siemens Fonds Invest GmbH | 860 | $523.0K | 0.03% | +860 | New |
| Telemus Capital, LLC | 862 | $524.0K | 0.04% | +119+16.0% | Added |
| Camden Capital, LLC | 870 | $529.0K | 0.11% | +32+3.8% | Added |
| BSW Wealth Partners | 869 | $529.0K | 0.15% | +117+15.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 875 | $532.0K | 0.04% | −21,956−96.2% | Reduced |
| Perigon Wealth Management, LLC | 877 | $534.0K | 0.05% | +34+4.0% | Added |
| Grove Bank & Trust | 900 | $548.0K | 0.12% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 905 | $551.0K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 910 | $556.0K | 0.38% | +750+468.8% | Added |
| Clarius Group, LLC | 918 | $558.0K | 0.05% | +17+1.9% | Added |
| Regentatlantic Capital LLC | 923 | $562.0K | 0.02% | +435+89.1% | Added |
| Allstate Corp | 943 | $574.0K | 0.02% | −147−13.5% | Reduced |
| Capital CS Group, LLC | 947 | $578.0K | 0.54% | +947 | New |
| RB Capital Management, LLC | 955 | $581.0K | 0.22% | +188+24.5% | Added |
| Western Financial Corporation | 965 | $587.0K | 0.35% | −134−12.2% | Reduced |
| Symmetry Partners, LLC | 976 | $588.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 972 | $591.0K | 0.09% | −1−0.1% | Reduced |
| Wrapmanager Inc | 973 | $592.0K | 0.15% | +14+1.5% | Added |
| Forte Capital LLC | 991 | $603.0K | 0.08% | −24−2.4% | Reduced |
| Quantbot Technologies LP | 997 | $606.0K | 0.04% | +997 | New |
| Banque Cantonale Vaudoise | 1,000 | $608.0K | 0.03% | −200−16.7% | Reduced |
| Harbor Advisors LLC | 1,000 | $608.0K | 0.12% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,001 | $609.0K | 0.09% | −315−23.9% | Reduced |
| Illinois Municipal Retirement Fund | 1,004 | $611.0K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,011 | $615.0K | 0.09% | +68+7.2% | Added |
| WealthBridge Capital Management, LLC | 1,023 | $622.0K | 0.23% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,026 | $624.0K | 0.04% | +1,026 | New |
| Frank, Rimerman Advisors LLC | 1,037 | $630.8K | 0.24% | +1,037 | New |
| Hillsdale Investment Management Inc. | 1,040 | $633.0K | 0.05% | +1,020+5,100.0% | Added |
| Stelac Advisory Services LLC | 1,055 | $642.0K | 0.17% | +18+1.7% | Added |
| Jackson Creek Investment Advisors LLC | 1,069 | $650.0K | 0.24% | −562−34.5% | Reduced |
| Evercore Wealth Management, LLC | 1,111 | $676.0K | 0.01% | −15−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,114 | $677.0K | 0.02% | −33−2.9% | Reduced |
| Gilbert & Cook, Inc. | 1,121 | $682.0K | 0.12% | −211−15.8% | Reduced |