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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 1,455,469 | $883.1M | 0.12% | +54,907+3.9% | Added |
| Bamco Inc | 2,169,552 | $1.32B | 3.00% | −25,686−1.2% | Reduced |
| Fiera Capital Corp | 2,185,076 | $1.33B | 3.42% | −166,495−7.1% | Reduced |
| Massachusetts Financial Services Co | 2,860,745 | $1.74B | 0.51% | −18,894−0.7% | Reduced |
| Price T Rowe Associates Inc | 3,110,425 | $1.89B | 0.18% | −170,246−5.2% | Reduced |
| State Street Corp | 3,584,276 | $2.18B | 0.12% | −48,637−1.3% | Reduced |
| FMR LLC | 3,607,433 | $2.19B | 0.17% | +43,400+1.2% | Added |
| BlackRock Inc. | 6,370,366 | $3.88B | 0.11% | −860.0% | Reduced |
| Vanguard Group Inc | 8,513,944 | $5.18B | 0.13% | +57,633+0.7% | Added |
| Sofos Investments, Inc. | 16 | – | – | 00.0% | Unchanged |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −123,239−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,264−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,812−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,771−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −4,369−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −4,124−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −3,814−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −3,261−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −2,492−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −2,002−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,453−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −637−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Perennial Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Bel Air Investment Advisors LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |
| Northstar Investment Advisors LLC | – | – | – | – | Not filed |
| HWG Holdings LP | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Usca Ria LLC | – | – | – | – | Not filed |
| Castleview Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | Not filed |