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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 1,122 | $683.0K | 0.03% | +245+27.9% | Added |
| Central Trust Co | 1,127 | $686.0K | 0.02% | −98−8.0% | Reduced |
| ExodusPoint Capital Management, LP | 1,147 | $698.0K | 0.01% | +1,147 | New |
| Aigen Investment Management, LP | 1,151 | $700.0K | 0.13% | +1,151 | New |
| Chilton Investment Co LLC | 1,152 | $701.0K | 0.02% | +1,152 | New |
| Mountain Capital Investment Advisors, Inc | 1,179 | $707.0K | 0.37% | −7−0.6% | Reduced |
| Wealth Alliance | 1,166 | $709.0K | 0.16% | −35−2.9% | Reduced |
| Ci Investments Inc. | 1,171 | $712.0K | 0.00% | +1,004+601.2% | Added |
| Segall Bryant & Hamill, LLC | 1,185 | $720.0K | 0.01% | −39−3.2% | Reduced |
| Chicago Partners Investment Group LLC | 1,127 | $723.0K | 0.05% | −42−3.6% | Reduced |
| Personal Cfo Solutions, LLC | 1,190 | $724.0K | 0.15% | +17+1.4% | Added |
| Captrust Financial Advisors | 1,195 | $727.0K | 0.01% | +85+7.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $729.0K | 0.05% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,205 | $733.0K | 0.13% | +178+17.3% | Added |
| Sigma Planning Corp | 1,220 | $742.0K | 0.02% | −54−4.2% | Reduced |
| Snowden Capital Advisors LLC | 1,250 | $760.4K | 0.04% | +52+4.3% | Added |
| Elevated Capital Advisors, LLC | 1,255 | $764.0K | 0.26% | +1,255 | New |
| Cresset Asset Management, LLC | 1,260 | $766.0K | 0.01% | +301+31.4% | Added |
| Group One Trading, L.P. | 1,260 | $767.0K | 0.02% | +167+15.3% | Added |
| Profund Advisors LLC | 1,271 | $773.0K | 0.03% | −24−1.9% | Reduced |
| Pensionfund DSM Netherlands | 1,300 | $791.0K | 0.10% | +1,300 | New |
| Copperwynd Financial, LLC | 1,302 | $792.0K | 0.33% | +96+8.0% | Added |
| JSF Financial, LLC | 1,318 | $802.0K | 0.40% | −62−4.5% | Reduced |
| Penserra Capital Management LLC | 1,350 | $821.0K | 0.02% | −1,092−44.7% | Reduced |
| Menard Financial Group LLC | 1,355 | $824.0K | 0.72% | +8+0.6% | Added |
| Keybank National Association | 1,360 | $827.0K | 0.00% | +59+4.5% | Added |
| Two Sigma Securities, LLC | 1,376 | $837.0K | 0.17% | +1,376 | New |
| Wetherby Asset Management Inc | 1,386 | $843.0K | 0.05% | +53+4.0% | Added |
| IndexIQ Advisors LLC | 1,385 | $843.0K | 0.03% | +62+4.7% | Added |
| Blair William & Co | 1,392 | $847.0K | 0.00% | −90−6.1% | Reduced |
| Ballentine Partners, LLC | 1,395 | $849.0K | 0.03% | +2+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 1,404 | $854.0K | 0.06% | 00.0% | Unchanged |
| JustInvest LLC | 1,407 | $856.0K | 0.08% | +372+35.9% | Added |
| Sheets Smith Wealth Management | 1,432 | $871.0K | 0.12% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,466 | $892.0K | 0.02% | −3,540−70.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,481 | $901.0K | 0.02% | +522+54.4% | Added |
| Transform Wealth, LLC | 1,511 | $919.0K | 0.11% | −618−29.0% | Reduced |
| Bridgewater Associates, LP | 1,516 | $922.0K | 0.01% | +1,516 | New |
| Merit Financial Group, LLC | 1,531 | $931.0K | 0.10% | 00.0% | Unchanged |
| World Asset Management Inc | 1,540 | $937.0K | 0.09% | −159−9.4% | Reduced |
| Davenport & Co LLC | 1,567 | $953.0K | 0.01% | +720+85.0% | Added |
| Simplex Trading, LLC | 1,827 | $975.0K | 0.03% | −200−9.9% | Reduced |
| Pier Capital, LLC | 1,625 | $989.0K | 0.10% | +776+91.4% | Added |
| Vident Investment Advisory, LLC | 1,623 | $989.0K | 0.03% | +1,166+255.1% | Added |
| Veritable, L.P. | 1,641 | $998.0K | 0.02% | +28+1.7% | Added |
| Csenge Advisory Group | 1,665 | $1.02M | 0.09% | +117+7.6% | Added |
| CIBC World Markets Inc. | 1,674 | $1.02M | 0.00% | −10,136−85.8% | Reduced |
| Hanlon Investment Management, Inc. | 1,685 | $1.02M | 0.21% | +1,685 | New |
| Advisory Services Network, LLC | 1,717 | $1.04M | 0.03% | +421+32.5% | Added |
| Balasa Dinverno & Foltz LLC | 1,733 | $1.05M | 0.07% | −340−16.4% | Reduced |
| Walleye Capital LLC | 1,732 | $1.05M | 0.03% | +1,732 | New |
| Wealth Management Associates, Inc. | 1,743 | $1.06M | 0.62% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,753 | $1.07M | 0.24% | −11−0.6% | Reduced |
| Chartwell Investment Partners, LLC | 1,759 | $1.07M | 0.03% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,760 | $1.07M | 0.35% | −80−4.3% | Reduced |
| Navellier & Associates Inc | 1,769 | $1.08M | 0.16% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,769 | $1.08M | 0.03% | +8+0.5% | Added |
| Everence Capital Management Inc | 1,797 | $1.09M | 0.09% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,800 | $1.09M | 0.09% | +300+20.0% | Added |
| Davy Global Fund Management Ltd | 1,827 | $1.11M | 0.17% | −1,344−42.4% | Reduced |
| NEXT Financial Group, Inc | 1,858 | $1.13M | 0.09% | +671+56.5% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,867 | $1.14M | 0.13% | −53−2.8% | Reduced |
| Segment Wealth Management, LLC | 1,870 | $1.14M | 0.14% | +57+3.1% | Added |
| Ieq Capital, LLC | 1,911 | $1.16M | 0.03% | +479+33.4% | Added |
| City Holding Co | 1,916 | $1.17M | 0.20% | +989+106.7% | Added |
| Canandaigua National Corp | 1,944 | $1.18M | 0.19% | −317−14.0% | Reduced |
| Liberty Wealth Management LLC | 1,951 | $1.19M | 0.42% | +54+2.8% | Added |
| Squarepoint Ops LLC | 1,976 | $1.20M | 0.01% | +782+65.5% | Added |
| TrimTabs Asset Management, LLC | 1,820 | $1.20M | 0.58% | −401−18.1% | Reduced |
| Fred Alger Management, LLC | 1,979 | $1.20M | 0.00% | +79+4.2% | Added |
| Greenleaf Trust | 1,993 | $1.21M | 0.01% | +51+2.6% | Added |
| Tocqueville Asset Management L.P. | 2,000 | $1.22M | 0.02% | 00.0% | Unchanged |
| Montanaro Asset Management Ltd | 2,000 | $1.22M | 0.15% | +250+14.3% | Added |
| Exencial Wealth Advisors, LLC | 2,003 | $1.22M | 0.05% | −10.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,020 | $1.23M | 0.28% | −970−32.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,021 | $1.23M | 0.02% | +40+2.0% | Added |
| Cypress Asset Management Inc | 2,030 | $1.24M | 0.32% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,033 | $1.24M | 0.03% | +96+5.0% | Added |
| AlphaCrest Capital Management LLC | 2,072 | $1.26M | 0.07% | +579+38.8% | Added |
| Horizon Investments, LLC | 2,091 | $1.27M | 0.04% | +280+15.5% | Added |
| Strategy Asset Managers LLC | 2,103 | $1.28M | 0.28% | +338+19.2% | Added |
| Davidson Capital Management Inc. | 2,117 | $1.29M | 0.65% | −505−19.3% | Reduced |
| Vestcor Inc | 2,125 | $1.29M | 0.05% | −170−7.4% | Reduced |
| Centiva Capital, LP | 2,132 | $1.30M | 0.11% | +1,337+168.2% | Added |
| Wolverine Trading, LLC | 2,127 | $1.30M | 0.03% | +185+9.5% | Added |
| Dana Investment Advisors, Inc. | 2,143 | $1.30M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,146 | $1.30M | 0.14% | +10.0% | Added |
| O'Shares Investment Advisers, LLC | 2,152 | $1.31M | 0.10% | −2,585−54.6% | Reduced |
| Cetera Advisor Networks LLC | 2,192 | $1.33M | 0.02% | −356−14.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,225 | $1.35M | 0.01% | +267+13.6% | Added |
| IBM Retirement Fund | 2,261 | $1.38M | 0.11% | +5+0.2% | Added |
| Contravisory Investment Management, Inc. | 2,282 | $1.39M | 0.42% | −31−1.3% | Reduced |
| Creative Planning | 2,290 | $1.39M | 0.00% | +204+9.8% | Added |
| Bienville Capital Management, LLC | 2,310 | $1.41M | 0.80% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,318 | $1.41M | 0.25% | +20+0.9% | Added |
| Westwood Holdings Group Inc. | 2,360 | $1.44M | 0.02% | −190−7.5% | Reduced |
| Bennett Selby Investments LP | 2,373 | $1.44M | 0.94% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,419 | $1.47M | 0.03% | −2,052−45.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.48M | 0.55% | +50+2.1% | Added |
| Redpoint Investment Management Pty Ltd | 2,453 | $1.49M | 0.13% | −21−0.8% | Reduced |