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 |
|---|---|---|---|---|---|
| Martin Investment Management, LLC | 20,256 | $12.3M | 3.11% | −2,179−9.7% | Reduced |
| Brewin Dolphin Ltd | 20,083 | $12.2M | 0.50% | +2,810+16.3% | Added |
| RBF Capital, LLC | 20,000 | $12.2M | 0.69% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 19,995 | $12.2M | 0.06% | +569+2.9% | Added |
| State of Tennessee, Treasury Department | 19,914 | $12.1M | 0.05% | +5,232+35.6% | Added |
| Vontobel Holding Ltd. | 19,785 | $12.0M | 0.11% | −992−4.8% | Reduced |
| Capital World Investors | 19,747 | $12.0M | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19,723 | $12.0M | 0.39% | +1,809+10.1% | Added |
| Gabelli Funds LLC | 19,640 | $11.9M | 0.08% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 19,617 | $11.9M | 1.55% | +702+3.7% | Added |
| Amalgamated Bank | 19,578 | $11.9M | 0.10% | −809−4.0% | Reduced |
| Triasima Portfolio Management inc. | 19,406 | $11.8M | 0.63% | +446+2.4% | Added |
| Marietta Investment Partners LLC | 19,127 | $11.6M | 2.67% | −283−1.5% | Reduced |
| Two Sigma Advisers, LP | 19,100 | $11.6M | 0.03% | −5,839−23.4% | Reduced |
| ProShare Advisors LLC | 19,029 | $11.6M | 0.03% | +739+4.0% | Added |
| Bishop Rock Capital, L.P. | 18,955 | $11.5M | 3.73% | −1,503−7.3% | Reduced |
| Forsta Ap-Fonden | 18,800 | $11.4M | 0.13% | −5,000−21.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 18,683 | $11.4M | 0.02% | +2,100+12.7% | Added |
| MetLife Investment Management | 18,621 | $11.3M | 0.10% | −489−2.6% | Reduced |
| Susquehanna International Group, LLP | 18,456 | $11.2M | 0.01% | −20,905−53.1% | Reduced |
| Dock Street Asset Management Inc | 18,423 | $11.2M | 2.09% | −178−1.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 18,070 | $11.0M | 2.33% | −771−4.1% | Reduced |
| Norinchukin Bank, The | 17,906 | $10.9M | 0.15% | +15,392+612.3% | Added |
| Nomura Asset Management Co Ltd | 17,840 | $10.9M | 0.06% | −15,122−45.9% | Reduced |
| Personal Capital Advisors Corp | 17,597 | $10.7M | 0.05% | +1,012+6.1% | Added |
| Middleton & Co Inc | 17,315 | $10.5M | 1.13% | −10−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 17,150 | $10.4M | 0.13% | −223−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 16,763 | $10.2M | 0.15% | −482−2.8% | Reduced |
| Comerica Bank | 15,706 | $10.2M | 0.06% | −3,857−19.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 16,563 | $10.1M | 0.06% | −357−2.1% | Reduced |
| Acadian Asset Management LLC | 16,330 | $9.93M | 0.04% | +14,997+1,125.1% | Added |
| United Capital Financial Advisers, LLC | 16,311 | $9.92M | 0.05% | −20−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,190 | $9.85M | 0.05% | +2,106+15.0% | Added |
| Cambridge Financial Group, Inc. | 15,530 | $9.45M | 4.16% | −660−4.1% | Reduced |
| TD Private Client Wealth LLC | 15,520 | $9.44M | 0.40% | −238−1.5% | Reduced |
| Evoke Wealth, LLC | 15,434 | $9.39M | 0.35% | −252−1.6% | Reduced |
| Eqis Capital Management, Inc. | 15,296 | $9.30M | 0.71% | +1,850+13.8% | Added |
| British Columbia Investment Management Corp | 15,254 | $9.28M | 0.05% | −25−0.2% | Reduced |
| Marsico Capital Management LLC | 14,888 | $9.06M | 0.28% | 00.0% | Unchanged |
| Utah Retirement Systems | 14,465 | $8.80M | 0.12% | −750−4.9% | Reduced |
| Korea Investment CORP | 14,400 | $8.76M | 0.03% | −119,629−89.3% | Reduced |
| Marks Group Wealth Management, Inc | 14,221 | $8.64M | 1.17% | −2,650−15.7% | Reduced |
| Public Sector Pension Investment Board | 13,913 | $8.46M | 0.05% | +990+7.7% | Added |
| K.J. Harrison & Partners Inc | 13,807 | $8.45M | 1.23% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 13,764 | $8.37M | 1.70% | +14+0.1% | Added |
| Empire Life Investments Inc. | 13,507 | $8.22M | 0.54% | −388−2.8% | Reduced |
| Ossiam | 13,354 | $8.12M | 0.23% | −1,260−8.6% | Reduced |
| First Horizon Advisors, Inc. | 13,324 | $8.11M | 0.26% | +13,026+4,371.1% | Added |
| Logan Capital Management Inc | 13,034 | $7.93M | 0.37% | +565+4.5% | Added |
| Baldwin Brothers Inc | 12,774 | $7.77M | 0.86% | −2,276−15.1% | Reduced |
| Texas Permanent School Fund | 12,738 | $7.75M | 0.10% | −955−7.0% | Reduced |
| KBC Group NV | 12,616 | $7.67M | 0.03% | +190+1.5% | Added |
| Mackay Shields LLC | 12,582 | $7.65M | 0.07% | −365−2.8% | Reduced |
| Bank of Nova Scotia | 12,443 | $7.57M | 0.01% | −890−6.7% | Reduced |
| DuPont Capital Management Corp | 12,387 | $7.54M | 0.24% | −5,070−29.0% | Reduced |
| Progressive Investment Management Corp | 12,378 | $7.53M | 2.23% | +177+1.5% | Added |
| Swiss Life Asset Management Ltd | 12,285 | $7.47M | 0.10% | −1,214−9.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,232 | $7.44M | 0.50% | +1,081+9.7% | Added |
| Metropolitan Life Insurance Co | 12,157 | $7.40M | 0.11% | −403−3.2% | Reduced |
| Cunning Capital Partners, LP | 11,900 | $7.24M | 3.81% | 00.0% | Unchanged |
| AMG National Trust Bank | 11,816 | $7.19M | 0.23% | +20.0% | Added |
| Mutual of America Capital Management LLC | 11,743 | $7.14M | 0.07% | +62+0.5% | Added |
| PDT Partners, LLC | 11,400 | $6.93M | 0.50% | −10.0% | Reduced |
| Commerce Bank | 11,367 | $6.92M | 0.05% | −485−4.1% | Reduced |
| Nissay Asset Management Corp | 11,350 | $6.91M | 0.06% | +2,362+26.3% | Added |
| McKinley Capital Management LLC /Delaware | 11,206 | $6.82M | 0.64% | −217−1.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,154 | $6.79M | 0.16% | −117−1.0% | Reduced |
| DnB Asset Management AS | 11,093 | $6.75M | 0.04% | +621+5.9% | Added |
| Applied Research Investments, LLC | 11,025 | $6.71M | 2.23% | −411−3.6% | Reduced |
| Scout Investments, Inc. | 10,861 | $6.61M | 0.10% | −157−1.4% | Reduced |
| IFM Investors Pty Ltd | 10,803 | $6.57M | 0.14% | +46+0.4% | Added |
| Private Advisor Group, LLC | 10,753 | $6.54M | 0.04% | +1,382+14.7% | Added |
| Bokf, NA | 10,616 | $6.46M | 0.11% | +10,616 | New |
| AE Wealth Management LLC | 10,583 | $6.44M | 0.05% | +783+8.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,331 | $6.29M | 0.07% | +40.0% | Added |
| Macquarie Group Ltd | 10,230 | $6.22M | 0.01% | −406−3.8% | Reduced |
| Xponance, Inc. | 9,978 | $6.07M | 0.12% | −342−3.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 9,870 | $6.00M | 0.09% | −530−5.1% | Reduced |
| MML Investors Services, LLC | 9,611 | $5.85M | 0.05% | +856+9.8% | Added |
| King Luther Capital Management Corp | 9,610 | $5.85M | 0.03% | −850−8.1% | Reduced |
| Donaldson Capital Management, LLC | 9,586 | $5.83M | 0.29% | +243+2.6% | Added |
| Banco Santander, S.A. | 9,573 | $5.82M | 0.03% | −4,124−30.1% | Reduced |
| The PNC Financial Services Group, Inc. | 9,530 | $5.80M | 0.01% | +261+2.8% | Added |
| CWM Advisors, LLC | 9,500 | $5.78M | 0.73% | +3,640+62.1% | Added |
| AQR Capital Management LLC | 9,358 | $5.69M | 0.01% | +2,672+40.0% | Added |
| Atria Investments LLC | 9,204 | $5.60M | 0.10% | +1,371+17.5% | Added |
| Kiwi Wealth Investments Limited Partnership | 8,761 | $5.33M | 0.27% | +8,761 | New |
| Glenmede Trust Co NA | 8,659 | $5.27M | 0.03% | −55−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 8,600 | $5.23M | 0.12% | +693+8.8% | Added |
| Stephens Inc | 8,499 | $5.17M | 0.08% | −686−7.5% | Reduced |
| US Bancorp | 8,462 | $5.15M | 0.01% | +715+9.2% | Added |
| Dakota Wealth Management | 8,426 | $5.13M | 0.59% | +430+5.4% | Added |
| Cubist Systematic Strategies, LLC | 8,412 | $5.12M | 0.06% | +2,108+33.4% | Added |
| Northwest & Ethical Investments L.P. | 8,330 | $5.07M | 0.17% | +3,500+72.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,058 | $4.90M | 0.01% | +798+11.0% | Added |
| Barometer Capital Management Inc. | 8,038 | $4.88M | 0.94% | +8,038 | New |
| Beacon Pointe Advisors, LLC | 7,963 | $4.84M | 0.12% | +7,085+806.9% | Added |
| Alcosta Capital Management, Inc. | 7,960 | $4.84M | 2.95% | +53+0.7% | Added |
| Marshall Wace, LLP | 7,926 | $4.82M | 0.02% | +7,926 | New |
| Kestra Advisory Services, LLC | 7,921 | $4.82M | 0.05% | +5,604+241.9% | Added |