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 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 69,137 | $42.1M | 0.23% | −746−1.1% | Reduced |
| Great West Life Assurance Co | 70,711 | $43.3M | 0.10% | −1,289−1.8% | Reduced |
| Nordea Investment Management AB | 73,381 | $45.5M | 0.06% | +5,029+7.4% | Added |
| NS Partners Ltd | 75,874 | $46.2M | 2.35% | −585−0.8% | Reduced |
| Zurich Insurance Group Ltd | 79,105 | $48.1M | 0.58% | +7,173+10.0% | Added |
| Bowie Capital Management, LLC | 80,706 | $49.1M | 6.45% | −3,794−4.5% | Reduced |
| Citigroup Inc | 84,764 | $51.6M | 0.05% | −33,792−28.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 86,823 | $52.8M | 0.12% | −6,626−7.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 87,700 | $53.4M | 0.11% | −2,700−3.0% | Reduced |
| Kornitzer Capital Management Inc | 90,792 | $55.2M | 0.85% | −639−0.7% | Reduced |
| STRS Ohio | 91,131 | $55.4M | 0.21% | −27,684−23.3% | Reduced |
| New York State Teachers Retirement System | 91,699 | $55.8M | 0.12% | −1,464−1.6% | Reduced |
| CIBC Asset Management Inc | 95,072 | $57.8M | 0.23% | −13,593−12.5% | Reduced |
| Capital International Inc | 95,822 | $58.3M | 0.56% | −15,783−14.1% | Reduced |
| Prudential Financial Inc | 98,061 | $62.0M | 0.09% | −27,324−21.8% | Reduced |
| State Board of Administration of Florida Retirement System | 107,793 | $65.6M | 0.13% | −4,399−3.9% | Reduced |
| Ycg, LLC | 108,259 | $65.9M | 6.21% | −21,385−16.5% | Reduced |
| New York State Common Retirement Fund | 112,484 | $68.4M | 0.07% | +1,357+1.2% | Added |
| HighTower Advisors, LLC | 113,420 | $69.0M | 0.18% | +103,098+998.8% | Added |
| Credit Suisse AG | 113,441 | $69.0M | 0.06% | −2,515−2.2% | Reduced |
| Raymond James & Associates | 114,328 | $69.6M | 0.06% | +10,011+9.6% | Added |
| Capital Group Private Client Services, Inc. | 121,295 | $73.8M | 0.86% | +121,295 | New |
| GFI Investment Counsel Ltd. | 121,782 | $74.1M | 9.55% | −1,007−0.8% | Reduced |
| Ardevora Asset Management LLP | 123,314 | $75.0M | 0.95% | −24,000−16.3% | Reduced |
| HSBC Holdings PLC | 123,736 | $75.4M | 0.09% | +7,980+6.9% | Added |
| National Pension Service | 127,094 | $77.3M | 0.15% | −4,643−3.5% | Reduced |
| Rhumbline Advisers | 128,375 | $78.1M | 0.11% | +192+0.1% | Added |
| Westfield Capital Management Co LP | 129,616 | $78.9M | 0.48% | −24,383−15.8% | Reduced |
| Loomis Sayles & Co L P | 135,636 | $82.5M | 0.10% | +1,118+0.8% | Added |
| TD Asset Management Inc | 136,153 | $82.8M | 0.09% | −13,981−9.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 137,000 | $83.3M | 1.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 137,395 | $83.6M | 0.09% | +136,929+29,383.9% | Added |
| State of Michigan Retirement System | 139,756 | $85.0M | 0.48% | +11,900+9.3% | Added |
| Baird Financial Group, Inc. | 141,132 | $85.9M | 0.22% | −20,051−12.4% | Reduced |
| California State Teachers Retirement System | 141,808 | $86.3M | 0.11% | −1,516−1.1% | Reduced |
| SEI Investments Co | 144,047 | $87.6M | 0.18% | +47,227+48.8% | Added |
| Bank of Montreal | 165,029 | $101.0M | 0.05% | +21,863+15.3% | Added |
| Arrowstreet Capital, Limited Partnership | 170,084 | $103.5M | 0.13% | −3,400−2.0% | Reduced |
| California Public Employees Retirement System | 179,621 | $109.3M | 0.08% | −509−0.3% | Reduced |
| Envestnet Asset Management Inc | 184,790 | $112.4M | 0.06% | +9,614+5.5% | Added |
| Atalan Capital Partners, LP | 185,000 | $112.5M | 7.02% | 00.0% | Unchanged |
| Findlay Park Partners LLP | 187,893 | $114.3M | 0.79% | −830−0.4% | Reduced |
| Fisher Asset Management, LLC | 195,133 | $118.7M | 0.07% | +765+0.4% | Added |
| Capital Research Global Investors | 206,769 | $125.8M | 0.03% | −950.0% | Reduced |
| UBS Group AG | 207,165 | $126.0M | 0.05% | −153−0.1% | Reduced |
| Fundsmith LLPSuperinvestorFundsmith | 210,520 | $128.1M | 0.35% | +758+0.4% | Added |
| Frontier Capital Management Co LLC | 212,007 | $129.0M | 1.01% | −5,354−2.5% | Reduced |
| Schroder Investment Management Group | 216,116 | $131.5M | 0.21% | −39,158−15.3% | Reduced |
| Amundi | 219,516 | $133.5M | 0.09% | +1,268+0.6% | Added |
| Russell Investments Group, Ltd. | 219,993 | $133.9M | 0.23% | −17,924−7.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 235,134 | $143.0M | 0.09% | −14,105−5.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 246,327 | $149.9M | 0.52% | −10,121−3.9% | Reduced |
| Royal Bank of Canada | 247,446 | $150.5M | 0.04% | −29,111−10.5% | Reduced |
| Allianz Asset Management GmbH | 256,193 | $155.9M | 0.13% | +5,868+2.3% | Added |
| Echo Street Capital Management LLC | 261,260 | $158.9M | 1.12% | −10,086−3.7% | Reduced |
| Victory Capital Management Inc | 274,311 | $166.9M | 0.16% | −55,101−16.7% | Reduced |
| AXA S.A. | 279,292 | $169.9M | 0.48% | +17,049+6.5% | Added |
| Goldman Sachs Group Inc | 286,247 | $174.1M | 0.04% | +109,188+61.7% | Added |
| Swedbank AB | 290,829 | $176.9M | 0.33% | −15,601−5.1% | Reduced |
| Nuveen Asset Management, LLC | 292,289 | $177.8M | 0.06% | −69,108−19.1% | Reduced |
| Deutsche Bank AG | 295,054 | $179.5M | 0.09% | −22,688−7.1% | Reduced |
| Lord, Abbett & Co. LLC | 313,184 | $190.5M | 0.46% | −7,081−2.2% | Reduced |
| Janus Henderson Group PLC | 323,789 | $197.0M | 0.09% | −120,549−27.1% | Reduced |
| Winslow Capital Management, LLC | 325,613 | $198.1M | 0.78% | −9,537−2.8% | Reduced |
| Barclays PLC | 326,271 | $198.5M | 0.14% | +109,869+50.8% | Added |
| Dimensional Fund Advisors LP | 329,042 | $200.2M | 0.06% | −29,721−8.3% | Reduced |
| Wells Fargo & Company | 338,948 | $206.2M | 0.05% | −45,809−11.9% | Reduced |
| Bessemer Group Inc | 340,840 | $207.3M | 0.44% | +4,195+1.2% | Added |
| Manufacturers Life Insurance Company, The | 347,154 | $211.2M | 0.17% | +24,985+7.8% | Added |
| Parametric Portfolio Associates LLC | 370,897 | $225.6M | 0.13% | +13,992+3.9% | Added |
| Eagle Asset Management Inc | 376,908 | $229.3M | 1.04% | −1710.0% | Reduced |
| Morgan Stanley | 385,097 | $234.3M | 0.03% | +119,336+44.9% | Added |
| Public Employees Retirement Association of Colorado | 385,992 | $234.8M | 1.03% | −24,396−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 398,082 | $242.2M | 0.08% | +8,578+2.2% | Added |
| UBS Asset Management Americas Inc | 467,099 | $284.2M | 0.12% | +22,216+5.0% | Added |
| Federated Hermes, Inc. | 472,248 | $287.3M | 0.55% | +124,295+35.7% | Added |
| Neuberger Berman Group LLC | 499,666 | $303.7M | 0.27% | −21,060−4.0% | Reduced |
| Ameriprise Financial Inc | 565,327 | $344.1M | 0.11% | −62,037−9.9% | Reduced |
| Sustainable Growth Advisers, LP | 581,644 | $353.8M | 1.79% | −154,000−20.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 592,146 | $360.3M | 0.58% | −104,665−15.0% | Reduced |
| Legal & General Group Plc | 618,984 | $376.6M | 0.12% | +66,948+12.1% | Added |
| Voya Investment Management LLC | 634,505 | $386.0M | 0.77% | −104,708−14.2% | Reduced |
| Artisan Partners Limited Partnership | 644,048 | $391.8M | 0.48% | −30,983−4.6% | Reduced |
| Bank of New York Mellon Corp | 658,050 | $400.3M | 0.08% | −88,890−11.9% | Reduced |
| Wellington Management Group LLP | 668,228 | $406.5M | 0.07% | −21,416−3.1% | Reduced |
| Principal Financial Group Inc | 671,457 | $408.5M | 0.27% | −31,883−4.5% | Reduced |
| WCM Investment Management, LLC | 689,552 | $419.5M | 0.97% | +50,415+7.9% | Added |
| Norges Bank | 724,202 | $440.6M | 0.10% | −22,808−3.1% | Reduced |
| Brown Advisory Inc | 728,553 | $443.2M | 0.65% | +43,827+6.4% | Added |
| Alliancebernstein L.P. | 739,796 | $450.0M | 0.18% | +68,925+10.3% | Added |
| Bank of America Corp | 789,464 | $480.3M | 0.05% | +4,879+0.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 802,751 | $488.3M | 1.18% | +29,747+3.8% | Added |
| Invesco Ltd. | 804,231 | $489.2M | 0.12% | +51,564+6.9% | Added |
| JPMorgan Chase & Co | 864,192 | $525.7M | 0.07% | −27,462−3.1% | Reduced |
| Northern Trust Corp | 871,074 | $529.9M | 0.09% | −2880.0% | Reduced |
| Durable Capital Partners LP | 889,942 | $541.4M | 4.10% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,288,403 | $783.8M | 0.30% | −24,475−1.9% | Reduced |
| American Century Companies Inc | 1,344,628 | $818.0M | 0.56% | −20,205−1.5% | Reduced |
| Polen Capital Management LLC | 1,383,494 | $841.6M | 1.54% | +10,921+0.8% | Added |
| Capital International Investors | 1,429,963 | $870.0M | 0.20% | −841−0.1% | Reduced |