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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 19,640 | $11.9M | 0.08% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19,723 | $12.0M | 0.39% | +1,809+10.1% | Added |
| Capital World Investors | 19,747 | $12.0M | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 19,785 | $12.0M | 0.11% | −992−4.8% | Reduced |
| State of Tennessee, Treasury Department | 19,914 | $12.1M | 0.05% | +5,232+35.6% | Added |
| Handelsbanken Fonder AB | 19,995 | $12.2M | 0.06% | +569+2.9% | Added |
| RBF Capital, LLC | 20,000 | $12.2M | 0.69% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 20,083 | $12.2M | 0.50% | +2,810+16.3% | Added |
| Martin Investment Management, LLC | 20,256 | $12.3M | 3.11% | −2,179−9.7% | Reduced |
| TownSquare Capital, LLC | 20,472 | $12.5M | 0.36% | +1,273+6.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 20,810 | $12.7M | 0.03% | +15,025+259.7% | Added |
| APG Asset Management N.V. | 24,595 | $12.9M | 0.02% | +12,700+106.8% | Added |
| Andra AP-fonden | 21,400 | $13.0M | 0.27% | +300+1.4% | Added |
| CIBC World Markets Corp | 21,779 | $13.2M | 0.09% | +783+3.7% | Added |
| Arizona State Retirement System | 22,985 | $14.0M | 0.11% | −150−0.6% | Reduced |
| Mackenzie Financial Corp | 23,063 | $14.0M | 0.02% | +19,308+514.2% | Added |
| USS Investment Management Ltd | 23,137 | $14.1M | 0.12% | +18,237+372.2% | Added |
| Inverness Counsel LLC | 23,528 | $14.3M | 0.53% | −512−2.1% | Reduced |
| Janney Montgomery Scott LLC | 23,825 | $14.5M | 0.06% | +662+2.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,194 | $14.7M | 0.08% | +533+2.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,295 | $14.8M | 0.14% | −1,095−4.3% | Reduced |
| State of Alaska, Department of Revenue | 24,346 | $14.8M | 0.15% | −605−2.4% | Reduced |
| Aviva PLC | 24,521 | $14.9M | 0.07% | −2,109−7.9% | Reduced |
| Putnam Investments LLC | 24,548 | $14.9M | 0.02% | −3,790−13.4% | Reduced |
| Ninety One UK Ltd | 24,807 | $15.1M | 0.04% | −5,568−18.3% | Reduced |
| Natixis | 24,840 | $15.1M | 0.05% | +15,641+170.0% | Added |
| Ensign Peak Advisors, Inc | 24,972 | $15.2M | 0.03% | +15,625+167.2% | Added |
| NN Investment Partners Holdings N.V. | 25,631 | $15.6M | 0.09% | −4,038−13.6% | Reduced |
| People's United Financial, Inc. | 25,951 | $15.8M | 0.35% | −969−3.6% | Reduced |
| Los Angeles Capital Management LLC | 26,461 | $16.1M | 0.07% | −2,014−7.1% | Reduced |
| Jupiter Asset Management Ltd | 26,927 | $16.4M | 0.19% | +2,652+10.9% | Added |
| Baldrige Asset Management LLC | 26,955 | $16.4M | 6.83% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 27,685 | $16.8M | 0.22% | −790−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,825 | $16.9M | 0.16% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 28,311 | $17.2M | 0.06% | −1,839−6.1% | Reduced |
| Royal London Asset Management Ltd | 28,405 | $17.3M | 0.07% | −1,042−3.5% | Reduced |
| Texas Yale Capital Corp. | 28,439 | $17.3M | 0.98% | +30+0.1% | Added |
| Treasurer of the State of North Carolina | 28,899 | $17.6M | 0.10% | +976+3.5% | Added |
| Teacher Retirement System of Texas | 28,982 | $17.6M | 0.10% | −12,090−29.4% | Reduced |
| Pittenger & Anderson Inc | 29,364 | $17.9M | 0.90% | +100.0% | Added |
| PGGM Investments | 29,711 | $18.1M | 0.09% | +427+1.5% | Added |
| AMP Capital Investors Ltd | 29,974 | $18.2M | 0.10% | −3,049−9.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 30,329 | $18.4M | 0.34% | +12,825+73.3% | Added |
| Castleark Management LLC | 30,510 | $18.6M | 0.71% | −11,540−27.4% | Reduced |
| CastleArk Alternatives, LLC | 30,510 | $18.6M | 0.71% | +30,510 | New |
| DekaBank Deutsche Girozentrale | 30,699 | $18.8M | 0.05% | +6,257+25.6% | Added |
| American International Group, Inc. | 31,261 | $19.0M | 0.10% | −438−1.4% | Reduced |
| AGF Investments America Inc. | 31,312 | $19.0M | 3.97% | +1,923+6.5% | Added |
| Standard Life Aberdeen plc | 31,360 | $19.1M | 0.04% | −1,618−4.9% | Reduced |
| Vancity Investment Management Ltd | 31,368 | $19.1M | 2.44% | +408+1.3% | Added |
| Millennium Management LLC | 31,585 | $19.2M | 0.03% | +10,698+51.2% | Added |
| Lazard Asset Management LLC | 31,600 | $19.2M | 0.02% | +19,181+154.4% | Added |
| Agf Investments Inc. | 31,917 | $19.4M | 0.15% | −6,298−16.5% | Reduced |
| First Trust Advisors LP | 32,069 | $19.5M | 0.02% | +32,069 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,249 | $19.6M | 0.10% | +2,964+10.1% | Added |
| Rheos Capital Works Inc. | 32,800 | $20.0M | 1.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 34,527 | $21.0M | 0.23% | −1,248−3.5% | Reduced |
| LPL Financial LLC | 34,873 | $21.2M | 0.02% | +3,927+12.7% | Added |
| Hancock Whitney Corp | 35,080 | $21.3M | 0.75% | −536−1.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35,756 | $21.8M | 0.22% | −140.0% | Reduced |
| TCW Group Inc | 35,760 | $21.8M | 0.19% | −927−2.5% | Reduced |
| Quantum Capital Management, LLC | 36,692 | $22.3M | 2.73% | −6,502−15.1% | Reduced |
| AustralianSuper Pty Ltd | 38,217 | $23.2M | 0.15% | +24,577+180.2% | Added |
| Rafferty Asset Management, LLC | 38,528 | $23.4M | 0.16% | −7,073−15.5% | Reduced |
| Truist Financial Corp | 39,100 | $23.8M | 0.04% | +2,059+5.6% | Added |
| FDx Advisors, Inc. | 39,226 | $23.9M | 0.76% | +2,228+6.0% | Added |
| Bridgecreek Investment Management, LLC | 39,400 | $24.0M | 3.43% | −285−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 39,534 | $24.1M | 0.05% | +4,659+13.4% | Added |
| Senator Investment Group LP | 40,000 | $24.3M | 0.42% | +40,000 | New |
| Nisa Investment Advisors, LLC | 40,198 | $24.5M | 0.15% | −5,219−11.5% | Reduced |
| Storebrand Asset Management AS | 40,655 | $24.7M | 0.12% | +2,141+5.6% | Added |
| Toronto Dominion Bank | 41,353 | $25.2M | 0.04% | −6,455−13.5% | Reduced |
| Brinker Capital Investments, LLC | 48,348 | $25.8M | 0.41% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 44,279 | $26.9M | 0.10% | −507−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 45,294 | $27.6M | 2.45% | −5,097−10.1% | Reduced |
| Natixis Advisors, L.P. | 45,383 | $27.6M | 0.11% | −846−1.8% | Reduced |
| Harbor Spring Capital, LLC | 45,500 | $27.7M | 3.75% | −10,500−18.8% | Reduced |
| Public Employees Retirement System of Ohio | 45,970 | $28.0M | 0.10% | −199−0.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 46,869 | $28.5M | 0.06% | −1,711−3.5% | Reduced |
| State of New Jersey Common Pension Fund D | 47,943 | $29.2M | 0.09% | −505−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 48,691 | $29.6M | 0.07% | −18,051−27.0% | Reduced |
| Trillium Asset Management, LLC | 51,236 | $31.2M | 0.82% | +1,670+3.4% | Added |
| Gateway Investment Advisers LLC | 51,889 | $31.6M | 0.33% | −41−0.1% | Reduced |
| State of Wisconsin Investment Board | 52,024 | $31.6M | 0.07% | +6,984+15.5% | Added |
| Main Street Research LLC | 52,081 | $31.7M | 2.77% | +1,482+2.9% | Added |
| Sarasin & Partners LLP | 53,555 | $32.6M | 0.33% | +3,212+6.4% | Added |
| Thrivent Financial for Lutherans | 54,884 | $33.4M | 0.07% | +251+0.5% | Added |
| Aristotle Atlantic Partners, LLC | 56,184 | $34.2M | 2.26% | +435+0.8% | Added |
| First Republic Investment Management, Inc. | 56,268 | $34.2M | 0.08% | +1,379+2.5% | Added |
| NFJ Investment Group, LLC | 58,985 | $35.9M | 0.70% | −20,889−26.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 59,152 | $36.0M | 0.50% | +4,176+7.6% | Added |
| Voloridge Investment Management, LLC | 62,099 | $37.8M | 0.24% | +32,282+108.3% | Added |
| Pictet Asset Management SA | 62,100 | $37.8M | 0.04% | +62,100 | New |
| SeaTown Holdings Pte. Ltd. | 62,343 | $37.9M | 1.69% | +10,343+19.9% | Added |
| Canada Pension Plan Investment Board | 64,791 | $39.4M | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 66,100 | $40.2M | 0.06% | +4,502+7.3% | Added |
| CIBC Private Wealth Group, LLC | 66,264 | $40.3M | 0.09% | −896−1.3% | Reduced |
| 2Xideas AG | 66,464 | $40.4M | 3.08% | +4,244+6.8% | Added |
| Marshall Wace North America L.P. | 66,647 | $40.5M | 0.17% | −23,693−26.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 67,440 | $41.0M | 0.15% | +8,699+14.8% | Added |