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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 87,700 | $53.4M | 0.11% | −2,700−3.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 86,823 | $52.8M | 0.12% | −6,626−7.1% | Reduced |
| Citigroup Inc | 84,764 | $51.6M | 0.05% | −33,792−28.5% | Reduced |
| Bowie Capital Management, LLC | 80,706 | $49.1M | 6.45% | −3,794−4.5% | Reduced |
| Zurich Insurance Group Ltd | 79,105 | $48.1M | 0.58% | +7,173+10.0% | Added |
| NS Partners Ltd | 75,874 | $46.2M | 2.35% | −585−0.8% | Reduced |
| Nordea Investment Management AB | 73,381 | $45.5M | 0.06% | +5,029+7.4% | Added |
| Great West Life Assurance Co | 70,711 | $43.3M | 0.10% | −1,289−1.8% | Reduced |
| Epoch Investment Partners, Inc. | 69,137 | $42.1M | 0.23% | −746−1.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 67,440 | $41.0M | 0.15% | +8,699+14.8% | Added |
| Marshall Wace North America L.P. | 66,647 | $40.5M | 0.17% | −23,693−26.2% | Reduced |
| 2Xideas AG | 66,464 | $40.4M | 3.08% | +4,244+6.8% | Added |
| CIBC Private Wealth Group, LLC | 66,264 | $40.3M | 0.09% | −896−1.3% | Reduced |
| Stifel Financial Corp | 66,100 | $40.2M | 0.06% | +4,502+7.3% | Added |
| Canada Pension Plan Investment Board | 64,791 | $39.4M | 0.04% | 00.0% | Unchanged |
| SeaTown Holdings Pte. Ltd. | 62,343 | $37.9M | 1.69% | +10,343+19.9% | Added |
| Pictet Asset Management SA | 62,100 | $37.8M | 0.04% | +62,100 | New |
| Voloridge Investment Management, LLC | 62,099 | $37.8M | 0.24% | +32,282+108.3% | Added |
| Williams Jones Wealth Management, LLC. | 59,152 | $36.0M | 0.50% | +4,176+7.6% | Added |
| NFJ Investment Group, LLC | 58,985 | $35.9M | 0.70% | −20,889−26.2% | Reduced |
| First Republic Investment Management, Inc. | 56,268 | $34.2M | 0.08% | +1,379+2.5% | Added |
| Aristotle Atlantic Partners, LLC | 56,184 | $34.2M | 2.26% | +435+0.8% | Added |
| Thrivent Financial for Lutherans | 54,884 | $33.4M | 0.07% | +251+0.5% | Added |
| Sarasin & Partners LLP | 53,555 | $32.6M | 0.33% | +3,212+6.4% | Added |
| Main Street Research LLC | 52,081 | $31.7M | 2.77% | +1,482+2.9% | Added |
| State of Wisconsin Investment Board | 52,024 | $31.6M | 0.07% | +6,984+15.5% | Added |
| Gateway Investment Advisers LLC | 51,889 | $31.6M | 0.33% | −41−0.1% | Reduced |
| Trillium Asset Management, LLC | 51,236 | $31.2M | 0.82% | +1,670+3.4% | Added |
| BNP Paribas Arbitrage, SA | 48,691 | $29.6M | 0.07% | −18,051−27.0% | Reduced |
| State of New Jersey Common Pension Fund D | 47,943 | $29.2M | 0.09% | −505−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 46,869 | $28.5M | 0.06% | −1,711−3.5% | Reduced |
| Public Employees Retirement System of Ohio | 45,970 | $28.0M | 0.10% | −199−0.4% | Reduced |
| Harbor Spring Capital, LLC | 45,500 | $27.7M | 3.75% | −10,500−18.8% | Reduced |
| Natixis Advisors, L.P. | 45,383 | $27.6M | 0.11% | −846−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 45,294 | $27.6M | 2.45% | −5,097−10.1% | Reduced |
| Asset Management One Co.,Ltd. | 44,279 | $26.9M | 0.10% | −507−1.1% | Reduced |
| Brinker Capital Investments, LLC | 48,348 | $25.8M | 0.41% | 00.0% | Unchanged |
| Toronto Dominion Bank | 41,353 | $25.2M | 0.04% | −6,455−13.5% | Reduced |
| Storebrand Asset Management AS | 40,655 | $24.7M | 0.12% | +2,141+5.6% | Added |
| Nisa Investment Advisors, LLC | 40,198 | $24.5M | 0.15% | −5,219−11.5% | Reduced |
| Senator Investment Group LP | 40,000 | $24.3M | 0.42% | +40,000 | New |
| Advisor Group Holdings, Inc. | 39,534 | $24.1M | 0.05% | +4,659+13.4% | Added |
| Bridgecreek Investment Management, LLC | 39,400 | $24.0M | 3.43% | −285−0.7% | Reduced |
| FDx Advisors, Inc. | 39,226 | $23.9M | 0.76% | +2,228+6.0% | Added |
| Truist Financial Corp | 39,100 | $23.8M | 0.04% | +2,059+5.6% | Added |
| Rafferty Asset Management, LLC | 38,528 | $23.4M | 0.16% | −7,073−15.5% | Reduced |
| AustralianSuper Pty Ltd | 38,217 | $23.2M | 0.15% | +24,577+180.2% | Added |
| Quantum Capital Management, LLC | 36,692 | $22.3M | 2.73% | −6,502−15.1% | Reduced |
| TCW Group Inc | 35,760 | $21.8M | 0.19% | −927−2.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35,756 | $21.8M | 0.22% | −140.0% | Reduced |
| Hancock Whitney Corp | 35,080 | $21.3M | 0.75% | −536−1.5% | Reduced |
| LPL Financial LLC | 34,873 | $21.2M | 0.02% | +3,927+12.7% | Added |
| Westpac Banking Corp | 34,527 | $21.0M | 0.23% | −1,248−3.5% | Reduced |
| Rheos Capital Works Inc. | 32,800 | $20.0M | 1.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,249 | $19.6M | 0.10% | +2,964+10.1% | Added |
| First Trust Advisors LP | 32,069 | $19.5M | 0.02% | +32,069 | New |
| Agf Investments Inc. | 31,917 | $19.4M | 0.15% | −6,298−16.5% | Reduced |
| Lazard Asset Management LLC | 31,600 | $19.2M | 0.02% | +19,181+154.4% | Added |
| Millennium Management LLC | 31,585 | $19.2M | 0.03% | +10,698+51.2% | Added |
| Vancity Investment Management Ltd | 31,368 | $19.1M | 2.44% | +408+1.3% | Added |
| Standard Life Aberdeen plc | 31,360 | $19.1M | 0.04% | −1,618−4.9% | Reduced |
| AGF Investments America Inc. | 31,312 | $19.0M | 3.97% | +1,923+6.5% | Added |
| American International Group, Inc. | 31,261 | $19.0M | 0.10% | −438−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 30,699 | $18.8M | 0.05% | +6,257+25.6% | 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 |
| Susquehanna Fundamental Investments, LLC | 30,329 | $18.4M | 0.34% | +12,825+73.3% | Added |
| AMP Capital Investors Ltd | 29,974 | $18.2M | 0.10% | −3,049−9.2% | Reduced |
| PGGM Investments | 29,711 | $18.1M | 0.09% | +427+1.5% | Added |
| Pittenger & Anderson Inc | 29,364 | $17.9M | 0.90% | +100.0% | Added |
| Teacher Retirement System of Texas | 28,982 | $17.6M | 0.10% | −12,090−29.4% | Reduced |
| Treasurer of the State of North Carolina | 28,899 | $17.6M | 0.10% | +976+3.5% | Added |
| Texas Yale Capital Corp. | 28,439 | $17.3M | 0.98% | +30+0.1% | Added |
| Royal London Asset Management Ltd | 28,405 | $17.3M | 0.07% | −1,042−3.5% | Reduced |
| Retirement Systems of Alabama | 28,311 | $17.2M | 0.06% | −1,839−6.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,825 | $16.9M | 0.16% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 27,685 | $16.8M | 0.22% | −790−2.8% | Reduced |
| Baldrige Asset Management LLC | 26,955 | $16.4M | 6.83% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 26,927 | $16.4M | 0.19% | +2,652+10.9% | Added |
| Los Angeles Capital Management LLC | 26,461 | $16.1M | 0.07% | −2,014−7.1% | Reduced |
| People's United Financial, Inc. | 25,951 | $15.8M | 0.35% | −969−3.6% | Reduced |
| NN Investment Partners Holdings N.V. | 25,631 | $15.6M | 0.09% | −4,038−13.6% | Reduced |
| Ensign Peak Advisors, Inc | 24,972 | $15.2M | 0.03% | +15,625+167.2% | Added |
| Natixis | 24,840 | $15.1M | 0.05% | +15,641+170.0% | Added |
| Ninety One UK Ltd | 24,807 | $15.1M | 0.04% | −5,568−18.3% | Reduced |
| Putnam Investments LLC | 24,548 | $14.9M | 0.02% | −3,790−13.4% | Reduced |
| Aviva PLC | 24,521 | $14.9M | 0.07% | −2,109−7.9% | Reduced |
| State of Alaska, Department of Revenue | 24,346 | $14.8M | 0.15% | −605−2.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,295 | $14.8M | 0.14% | −1,095−4.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,194 | $14.7M | 0.08% | +533+2.3% | Added |
| Janney Montgomery Scott LLC | 23,825 | $14.5M | 0.06% | +662+2.9% | Added |
| Inverness Counsel LLC | 23,528 | $14.3M | 0.53% | −512−2.1% | Reduced |
| USS Investment Management Ltd | 23,137 | $14.1M | 0.12% | +18,237+372.2% | Added |
| Mackenzie Financial Corp | 23,063 | $14.0M | 0.02% | +19,308+514.2% | Added |
| Arizona State Retirement System | 22,985 | $14.0M | 0.11% | −150−0.6% | Reduced |
| CIBC World Markets Corp | 21,779 | $13.2M | 0.09% | +783+3.7% | Added |
| Andra AP-fonden | 21,400 | $13.0M | 0.27% | +300+1.4% | Added |
| APG Asset Management N.V. | 24,595 | $12.9M | 0.02% | +12,700+106.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 20,810 | $12.7M | 0.03% | +15,025+259.7% | Added |
| TownSquare Capital, LLC | 20,472 | $12.5M | 0.36% | +1,273+6.6% | Added |