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 |
|---|---|---|---|---|---|
| Capitolis Advisors LLC | 7,132 | $4.42M | 0.04% | −258−3.5% | Reduced |
| Securian Asset Management, Inc | 7,274 | $4.42M | 0.09% | 00.0% | Unchanged |
| Security Asset Management | 7,550 | $4.59M | 1.86% | −775−9.3% | Reduced |
| Guggenheim Capital LLC | 7,696 | $4.68M | 0.03% | −1,241−13.9% | Reduced |
| Hartford Investment Management Co | 7,706 | $4.69M | 0.13% | −974−11.2% | Reduced |
| Dorsey Wright & Associates | 7,720 | $4.70M | 1.03% | +7,720 | New |
| C WorldWide Group Holding A/S | 7,782 | $4.73M | 0.05% | +140+1.8% | Added |
| Schonfeld Strategic Advisors LLC | 7,823 | $4.76M | 0.05% | +7,823 | New |
| Assenagon Asset Management S.A. | 7,867 | $4.79M | 0.02% | +7,867 | New |
| Kestra Advisory Services, LLC | 7,921 | $4.82M | 0.05% | +5,604+241.9% | Added |
| Marshall Wace, LLP | 7,926 | $4.82M | 0.02% | +7,926 | New |
| Alcosta Capital Management, Inc. | 7,960 | $4.84M | 2.95% | +53+0.7% | Added |
| Beacon Pointe Advisors, LLC | 7,963 | $4.84M | 0.12% | +7,085+806.9% | Added |
| Barometer Capital Management Inc. | 8,038 | $4.88M | 0.94% | +8,038 | New |
| Raymond James Financial Services Advisors, Inc. | 8,058 | $4.90M | 0.01% | +798+11.0% | Added |
| Northwest & Ethical Investments L.P. | 8,330 | $5.07M | 0.17% | +3,500+72.5% | Added |
| Cubist Systematic Strategies, LLC | 8,412 | $5.12M | 0.06% | +2,108+33.4% | Added |
| Dakota Wealth Management | 8,426 | $5.13M | 0.59% | +430+5.4% | Added |
| US Bancorp | 8,462 | $5.15M | 0.01% | +715+9.2% | Added |
| Stephens Inc | 8,499 | $5.17M | 0.08% | −686−7.5% | Reduced |
| Crossmark Global Holdings, Inc. | 8,600 | $5.23M | 0.12% | +693+8.8% | Added |
| Glenmede Trust Co NA | 8,659 | $5.27M | 0.03% | −55−0.6% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 8,761 | $5.33M | 0.27% | +8,761 | New |
| Atria Investments LLC | 9,204 | $5.60M | 0.10% | +1,371+17.5% | Added |
| AQR Capital Management LLC | 9,358 | $5.69M | 0.01% | +2,672+40.0% | Added |
| CWM Advisors, LLC | 9,500 | $5.78M | 0.73% | +3,640+62.1% | Added |
| The PNC Financial Services Group, Inc. | 9,530 | $5.80M | 0.01% | +261+2.8% | Added |
| Banco Santander, S.A. | 9,573 | $5.82M | 0.03% | −4,124−30.1% | Reduced |
| Donaldson Capital Management, LLC | 9,586 | $5.83M | 0.29% | +243+2.6% | Added |
| King Luther Capital Management Corp | 9,610 | $5.85M | 0.03% | −850−8.1% | Reduced |
| MML Investors Services, LLC | 9,611 | $5.85M | 0.05% | +856+9.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 9,870 | $6.00M | 0.09% | −530−5.1% | Reduced |
| Xponance, Inc. | 9,978 | $6.07M | 0.12% | −342−3.3% | Reduced |
| Macquarie Group Ltd | 10,230 | $6.22M | 0.01% | −406−3.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,331 | $6.29M | 0.07% | +40.0% | Added |
| AE Wealth Management LLC | 10,583 | $6.44M | 0.05% | +783+8.0% | Added |
| Bokf, NA | 10,616 | $6.46M | 0.11% | +10,616 | New |
| Private Advisor Group, LLC | 10,753 | $6.54M | 0.04% | +1,382+14.7% | Added |
| IFM Investors Pty Ltd | 10,803 | $6.57M | 0.14% | +46+0.4% | Added |
| Scout Investments, Inc. | 10,861 | $6.61M | 0.10% | −157−1.4% | Reduced |
| Applied Research Investments, LLC | 11,025 | $6.71M | 2.23% | −411−3.6% | Reduced |
| DnB Asset Management AS | 11,093 | $6.75M | 0.04% | +621+5.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,154 | $6.79M | 0.16% | −117−1.0% | Reduced |
| McKinley Capital Management LLC /Delaware | 11,206 | $6.82M | 0.64% | −217−1.9% | Reduced |
| Nissay Asset Management Corp | 11,350 | $6.91M | 0.06% | +2,362+26.3% | Added |
| Commerce Bank | 11,367 | $6.92M | 0.05% | −485−4.1% | Reduced |
| PDT Partners, LLC | 11,400 | $6.93M | 0.50% | −10.0% | Reduced |
| Mutual of America Capital Management LLC | 11,743 | $7.14M | 0.07% | +62+0.5% | Added |
| AMG National Trust Bank | 11,816 | $7.19M | 0.23% | +20.0% | Added |
| Cunning Capital Partners, LP | 11,900 | $7.24M | 3.81% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,157 | $7.40M | 0.11% | −403−3.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,232 | $7.44M | 0.50% | +1,081+9.7% | Added |
| Swiss Life Asset Management Ltd | 12,285 | $7.47M | 0.10% | −1,214−9.0% | Reduced |
| Progressive Investment Management Corp | 12,378 | $7.53M | 2.23% | +177+1.5% | Added |
| DuPont Capital Management Corp | 12,387 | $7.54M | 0.24% | −5,070−29.0% | Reduced |
| Bank of Nova Scotia | 12,443 | $7.57M | 0.01% | −890−6.7% | Reduced |
| Mackay Shields LLC | 12,582 | $7.65M | 0.07% | −365−2.8% | Reduced |
| KBC Group NV | 12,616 | $7.67M | 0.03% | +190+1.5% | Added |
| Texas Permanent School Fund | 12,738 | $7.75M | 0.10% | −955−7.0% | Reduced |
| Baldwin Brothers Inc | 12,774 | $7.77M | 0.86% | −2,276−15.1% | Reduced |
| Logan Capital Management Inc | 13,034 | $7.93M | 0.37% | +565+4.5% | Added |
| First Horizon Advisors, Inc. | 13,324 | $8.11M | 0.26% | +13,026+4,371.1% | Added |
| Ossiam | 13,354 | $8.12M | 0.23% | −1,260−8.6% | Reduced |
| Empire Life Investments Inc. | 13,507 | $8.22M | 0.54% | −388−2.8% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 13,764 | $8.37M | 1.70% | +14+0.1% | Added |
| K.J. Harrison & Partners Inc | 13,807 | $8.45M | 1.23% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 13,913 | $8.46M | 0.05% | +990+7.7% | Added |
| Marks Group Wealth Management, Inc | 14,221 | $8.64M | 1.17% | −2,650−15.7% | Reduced |
| Korea Investment CORP | 14,400 | $8.76M | 0.03% | −119,629−89.3% | Reduced |
| Utah Retirement Systems | 14,465 | $8.80M | 0.12% | −750−4.9% | Reduced |
| Marsico Capital Management LLC | 14,888 | $9.06M | 0.28% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 15,254 | $9.28M | 0.05% | −25−0.2% | Reduced |
| Eqis Capital Management, Inc. | 15,296 | $9.30M | 0.71% | +1,850+13.8% | Added |
| Evoke Wealth, LLC | 15,434 | $9.39M | 0.35% | −252−1.6% | Reduced |
| TD Private Client Wealth LLC | 15,520 | $9.44M | 0.40% | −238−1.5% | Reduced |
| Cambridge Financial Group, Inc. | 15,530 | $9.45M | 4.16% | −660−4.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,190 | $9.85M | 0.05% | +2,106+15.0% | Added |
| United Capital Financial Advisers, LLC | 16,311 | $9.92M | 0.05% | −20−0.1% | Reduced |
| Acadian Asset Management LLC | 16,330 | $9.93M | 0.04% | +14,997+1,125.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 16,563 | $10.1M | 0.06% | −357−2.1% | Reduced |
| Comerica Bank | 15,706 | $10.2M | 0.06% | −3,857−19.7% | Reduced |
| Oppenheimer Asset Management Inc. | 16,763 | $10.2M | 0.15% | −482−2.8% | Reduced |
| Gulf International Bank (UK) Ltd | 17,150 | $10.4M | 0.13% | −223−1.3% | Reduced |
| Middleton & Co Inc | 17,315 | $10.5M | 1.13% | −10−0.1% | Reduced |
| Personal Capital Advisors Corp | 17,597 | $10.7M | 0.05% | +1,012+6.1% | Added |
| Nomura Asset Management Co Ltd | 17,840 | $10.9M | 0.06% | −15,122−45.9% | Reduced |
| Norinchukin Bank, The | 17,906 | $10.9M | 0.15% | +15,392+612.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 18,070 | $11.0M | 2.33% | −771−4.1% | Reduced |
| Dock Street Asset Management Inc | 18,423 | $11.2M | 2.09% | −178−1.0% | Reduced |
| Susquehanna International Group, LLP | 18,456 | $11.2M | 0.01% | −20,905−53.1% | Reduced |
| MetLife Investment Management | 18,621 | $11.3M | 0.10% | −489−2.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 18,683 | $11.4M | 0.02% | +2,100+12.7% | Added |
| Forsta Ap-Fonden | 18,800 | $11.4M | 0.13% | −5,000−21.0% | Reduced |
| Bishop Rock Capital, L.P. | 18,955 | $11.5M | 3.73% | −1,503−7.3% | Reduced |
| ProShare Advisors LLC | 19,029 | $11.6M | 0.03% | +739+4.0% | Added |
| Two Sigma Advisers, LP | 19,100 | $11.6M | 0.03% | −5,839−23.4% | Reduced |
| Marietta Investment Partners LLC | 19,127 | $11.6M | 2.67% | −283−1.5% | Reduced |
| Triasima Portfolio Management inc. | 19,406 | $11.8M | 0.63% | +446+2.4% | Added |
| Amalgamated Bank | 19,578 | $11.9M | 0.10% | −809−4.0% | Reduced |
| Stanley-Laman Group, Ltd. | 19,617 | $11.9M | 1.55% | +702+3.7% | Added |