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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 2,458 | $1.50M | 0.00% | +356+16.9% | Added |
| Cavalier Investments, LLC | 2,475 | $1.51M | 0.48% | −784−24.1% | Reduced |
| Capital Asset Advisory Services LLC | 2,517 | $1.53M | 0.17% | −11−0.4% | Reduced |
| M&T Bank Corp | 2,530 | $1.54M | 0.01% | −155−5.8% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 2,543 | $1.55M | 0.18% | +195+8.3% | Added |
| Bessemer Securities LLC | 2,592 | $1.58M | 0.54% | +781+43.1% | Added |
| Cigna Investments Inc | 2,611 | $1.59M | 0.12% | −11−0.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,654 | $1.61M | 0.21% | +343+14.8% | Added |
| Seeyond | 2,807 | $1.71M | 0.16% | +591+26.7% | Added |
| Icon Wealth Partners, LLC | 2,889 | $1.76M | 0.19% | +112+4.0% | Added |
| Avestar Capital, LLC | 2,951 | $1.79M | 0.35% | +14+0.5% | Added |
| Meeder Asset Management Inc | 2,986 | $1.82M | 0.10% | +2,357+374.7% | Added |
| First Manhattan Co | 3,000 | $1.82M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 3,048 | $1.85M | 0.19% | +318+11.6% | Added |
| Paragon Advisors, LLC | 3,162 | $1.92M | 0.93% | +20+0.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,195 | $1.94M | 0.35% | +3,195 | New |
| Advisor Partners LLC | 3,291 | $2.00M | 0.14% | −87−2.6% | Reduced |
| Corient Capital Partners, LLC | 3,294 | $2.00M | 0.15% | +150+4.8% | Added |
| Park Avenue Securities LLC | 3,333 | $2.03M | 0.04% | +253+8.2% | Added |
| Cetera Investment Advisers | 3,363 | $2.05M | 0.03% | +147+4.6% | Added |
| NewEdge Wealth, LLC | 3,393 | $2.06M | 0.12% | +315+10.2% | Added |
| ETF Managers Group, LLC | 3,433 | $2.10M | 0.04% | −2,753−44.5% | Reduced |
| Virtue Capital Management, LLC | 3,457 | $2.10M | 0.37% | −25−0.7% | Reduced |
| First Hawaiian Bank | 3,468 | $2.11M | 0.09% | −960−21.7% | Reduced |
| Fairbanks Capital Management, Inc. | 3,503 | $2.13M | 1.74% | −286−7.5% | Reduced |
| HighPoint Advisor Group LLC | 3,567 | $2.17M | 0.21% | −311−8.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,595 | $2.19M | 0.01% | +10.0% | Added |
| E. Ohman J:or Asset Management AB | 3,612 | $2.20M | 0.07% | +300+9.1% | Added |
| Bank Hapoalim BM | 3,703 | $2.25M | 0.24% | +206+5.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,744 | $2.28M | 0.05% | +10.0% | Added |
| YorkBridge Wealth Partners, LLC | 3,753 | $2.28M | 0.57% | +130+3.6% | Added |
| Sumitomo Life Insurance Co | 3,775 | $2.30M | 0.06% | −132−3.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,793 | $2.31M | 0.04% | +92+2.5% | Added |
| Employees Retirement System of Texas | 3,951 | $2.40M | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,101 | $2.50M | 0.01% | +749+22.3% | Added |
| Angeles Investment Advisors, LLC | 4,194 | $2.55M | 0.15% | +1,555+58.9% | Added |
| M&G Investment Management Ltd | 4,240 | $2.58M | 0.01% | −16,001−79.1% | Reduced |
| Birinyi Associates Inc | 4,250 | $2.58M | 0.87% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 4,292 | $2.61M | 0.02% | −266−5.8% | Reduced |
| Fifth Third Bancorp | 4,376 | $2.66M | 0.01% | −697−13.7% | Reduced |
| Advisor OS, LLC | 4,401 | $2.68M | 0.58% | +235+5.6% | Added |
| Engineers Gate Manager LP | 4,404 | $2.68M | 0.15% | +4,404 | New |
| Mercer Global Advisors Inc | 4,438 | $2.70M | 0.02% | +450+11.3% | Added |
| Fortis Capital Management LLC | 4,481 | $2.73M | 1.58% | −1,319−22.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,491 | $2.73M | 0.75% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,492 | $2.73M | 0.10% | +847+23.2% | Added |
| Equitable Trust Co | 4,521 | $2.75M | 0.18% | −84−1.8% | Reduced |
| Pacer Advisors, Inc. | 4,564 | $2.78M | 0.04% | −39−0.8% | Reduced |
| Ambassador Advisors, LLC | 4,626 | $2.81M | 0.55% | −1,361−22.7% | Reduced |
| Patton Fund Management, Inc. | 4,673 | $2.84M | 1.08% | +4,673 | New |
| Colony Group LLC | 4,781 | $2.91M | 0.06% | −380−7.4% | Reduced |
| Kentucky Retirement Systems | 4,801 | $2.92M | 0.14% | +10.0% | Added |
| Shell Asset Management Co | 4,810 | $2.93M | 0.07% | −839−14.9% | Reduced |
| Gamco Investors, Inc. Et Al | 4,810 | $2.93M | 0.03% | 00.0% | Unchanged |
| Alamar Capital Management, LLC | 4,874 | $2.96M | 2.30% | +349+7.7% | Added |
| SG Americas Securities, LLC | 4,892 | $2.98M | 0.02% | −22,954−82.4% | Reduced |
| Tributary Capital Management, LLC | 5,100 | $3.10M | 0.24% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 5,100 | $3.10M | 0.07% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 5,139 | $3.13M | 0.49% | +419+8.9% | Added |
| ProVise Management Group, LLC | 5,147 | $3.13M | 0.31% | −275−5.1% | Reduced |
| Grace Capital | 4,850 | $3.16M | 1.94% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,244 | $3.19M | 0.01% | −8,205−61.0% | Reduced |
| Point72 Asset Management, L.P. | 5,300 | $3.22M | 0.02% | +5,300 | New |
| Proequities, Inc. | 5,330 | $3.24M | 0.20% | −918−14.7% | Reduced |
| Paradiem, LLC | 5,003 | $3.27M | 0.98% | −102−2.0% | Reduced |
| New Mexico Educational Retirement Board | 5,400 | $3.29M | 0.11% | −100−1.8% | Reduced |
| PFG Advisors | 5,413 | $3.29M | 0.37% | −150−2.7% | Reduced |
| Ninety One North America, Inc. | 5,459 | $3.32M | 0.15% | −1,369−20.0% | Reduced |
| Daiwa Securities Group Inc. | 5,519 | $3.36M | 0.02% | −172−3.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,522 | $3.36M | 0.02% | +5,522 | New |
| Gardner Lewis Asset Management L P | 5,550 | $3.38M | 0.52% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,554 | $3.38M | 0.15% | +2,894+108.8% | Added |
| Gofen & Glossberg LLC | 5,652 | $3.44M | 0.08% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 5,667 | $3.45M | 1.61% | −407−6.7% | Reduced |
| Achmea Investment Management B.V. | 5,669 | $3.45M | 0.10% | −4,662−45.1% | Reduced |
| Panagora Asset Management Inc | 5,715 | $3.48M | 0.02% | −5−0.1% | Reduced |
| Chase Investment Counsel Corp | 5,809 | $3.53M | 1.52% | −296−4.8% | Reduced |
| Grandeur Peak Global Advisors, LLC | 5,895 | $3.59M | 0.17% | 00.0% | Unchanged |
| Twinbeech Capital LP | 5,902 | $3.59M | 0.25% | +5,902 | New |
| Nomura Holdings Inc | 5,893 | $3.60M | 0.03% | +4,783+430.9% | Added |
| Leverage Partners Absolute Return Fund SPC | 6,000 | $3.65M | 3.50% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 6,024 | $3.67M | 2.35% | +4,847+411.8% | Added |
| Wealthfront Advisers LLC | 6,033 | $3.67M | 0.02% | +323+5.7% | Added |
| Flputnam Investment Management Co | 6,168 | $3.75M | 0.13% | +214+3.6% | Added |
| Maryland State Retirement & Pension System | 6,112 | $3.79M | 0.11% | +102+1.7% | Added |
| Perpetual Investment Management Ltd | 6,229 | $3.79M | 0.48% | +465+8.1% | Added |
| Redwood Investments, LLC | 6,379 | $3.88M | 0.32% | −1,569−19.7% | Reduced |
| Capula Management Ltd | 6,411 | $3.90M | 0.30% | +6,411 | New |
| Scotia Capital Inc. | 6,452 | $3.92M | 0.03% | +3,782+141.6% | Added |
| Financial Counselors Inc | 6,460 | $3.93M | 0.08% | −992−13.3% | Reduced |
| Optimal Asset Management, Inc. | 6,544 | $3.98M | 0.50% | +14+0.2% | Added |
| Credit Agricole S A | 6,686 | $4.07M | 0.15% | −15,407−69.7% | Reduced |
| Capital International Sarl | 6,804 | $4.14M | 0.37% | −177−2.5% | Reduced |
| Twin Tree Management, LP | 6,818 | $4.15M | 0.12% | +6,818 | New |
| Oregon Public Employees Retirement Fund | 6,889 | $4.19M | 0.05% | 00.0% | Unchanged |
| ING Groep NV | 6,921 | $4.21M | 0.05% | +152+2.2% | Added |
| Covington Capital Management | 6,941 | $4.22M | 0.16% | +226+3.4% | Added |
| Fernwood Investment Management, LLC | 6,944 | $4.22M | 1.45% | +75+1.1% | Added |
| EFG Asset Management (Americas) Corp. | 7,118 | $4.34M | 0.77% | +272+4.0% | Added |
| Level Four Advisory Services, LLC | 7,183 | $4.37M | 0.45% | −231−3.1% | Reduced |