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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 7,867 | $4.79M | 0.02% | +7,867 | New |
| Schonfeld Strategic Advisors LLC | 7,823 | $4.76M | 0.05% | +7,823 | New |
| C WorldWide Group Holding A/S | 7,782 | $4.73M | 0.05% | +140+1.8% | Added |
| Dorsey Wright & Associates | 7,720 | $4.70M | 1.03% | +7,720 | New |
| Hartford Investment Management Co | 7,706 | $4.69M | 0.13% | −974−11.2% | Reduced |
| Guggenheim Capital LLC | 7,696 | $4.68M | 0.03% | −1,241−13.9% | Reduced |
| Security Asset Management | 7,550 | $4.59M | 1.86% | −775−9.3% | Reduced |
| Securian Asset Management, Inc | 7,274 | $4.42M | 0.09% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 7,132 | $4.42M | 0.04% | −258−3.5% | Reduced |
| Level Four Advisory Services, LLC | 7,183 | $4.37M | 0.45% | −231−3.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 7,118 | $4.34M | 0.77% | +272+4.0% | Added |
| Fernwood Investment Management, LLC | 6,944 | $4.22M | 1.45% | +75+1.1% | Added |
| Covington Capital Management | 6,941 | $4.22M | 0.16% | +226+3.4% | Added |
| ING Groep NV | 6,921 | $4.21M | 0.05% | +152+2.2% | Added |
| Oregon Public Employees Retirement Fund | 6,889 | $4.19M | 0.05% | 00.0% | Unchanged |
| Twin Tree Management, LP | 6,818 | $4.15M | 0.12% | +6,818 | New |
| Capital International Sarl | 6,804 | $4.14M | 0.37% | −177−2.5% | Reduced |
| Credit Agricole S A | 6,686 | $4.07M | 0.15% | −15,407−69.7% | Reduced |
| Optimal Asset Management, Inc. | 6,544 | $3.98M | 0.50% | +14+0.2% | Added |
| Financial Counselors Inc | 6,460 | $3.93M | 0.08% | −992−13.3% | Reduced |
| Scotia Capital Inc. | 6,452 | $3.92M | 0.03% | +3,782+141.6% | Added |
| Capula Management Ltd | 6,411 | $3.90M | 0.30% | +6,411 | New |
| Redwood Investments, LLC | 6,379 | $3.88M | 0.32% | −1,569−19.7% | Reduced |
| Perpetual Investment Management Ltd | 6,229 | $3.79M | 0.48% | +465+8.1% | Added |
| Maryland State Retirement & Pension System | 6,112 | $3.79M | 0.11% | +102+1.7% | Added |
| Flputnam Investment Management Co | 6,168 | $3.75M | 0.13% | +214+3.6% | Added |
| Wealthfront Advisers LLC | 6,033 | $3.67M | 0.02% | +323+5.7% | Added |
| Sustainable Insight Capital Management, LLC | 6,024 | $3.67M | 2.35% | +4,847+411.8% | Added |
| Leverage Partners Absolute Return Fund SPC | 6,000 | $3.65M | 3.50% | 00.0% | Unchanged |
| Nomura Holdings Inc | 5,893 | $3.60M | 0.03% | +4,783+430.9% | Added |
| Twinbeech Capital LP | 5,902 | $3.59M | 0.25% | +5,902 | New |
| Grandeur Peak Global Advisors, LLC | 5,895 | $3.59M | 0.17% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 5,809 | $3.53M | 1.52% | −296−4.8% | Reduced |
| Panagora Asset Management Inc | 5,715 | $3.48M | 0.02% | −5−0.1% | Reduced |
| Achmea Investment Management B.V. | 5,669 | $3.45M | 0.10% | −4,662−45.1% | Reduced |
| Freedom Day Solutions, LLC | 5,667 | $3.45M | 1.61% | −407−6.7% | Reduced |
| Gofen & Glossberg LLC | 5,652 | $3.44M | 0.08% | 00.0% | Unchanged |
| Paloma Partners Management Co | 5,554 | $3.38M | 0.15% | +2,894+108.8% | Added |
| Gardner Lewis Asset Management L P | 5,550 | $3.38M | 0.52% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,522 | $3.36M | 0.02% | +5,522 | New |
| Daiwa Securities Group Inc. | 5,519 | $3.36M | 0.02% | −172−3.0% | Reduced |
| Ninety One North America, Inc. | 5,459 | $3.32M | 0.15% | −1,369−20.0% | Reduced |
| PFG Advisors | 5,413 | $3.29M | 0.37% | −150−2.7% | Reduced |
| New Mexico Educational Retirement Board | 5,400 | $3.29M | 0.11% | −100−1.8% | Reduced |
| Paradiem, LLC | 5,003 | $3.27M | 0.98% | −102−2.0% | Reduced |
| Proequities, Inc. | 5,330 | $3.24M | 0.20% | −918−14.7% | Reduced |
| Point72 Asset Management, L.P. | 5,300 | $3.22M | 0.02% | +5,300 | New |
| Jane Street Group, LLC | 5,244 | $3.19M | 0.01% | −8,205−61.0% | Reduced |
| Grace Capital | 4,850 | $3.16M | 1.94% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 5,147 | $3.13M | 0.31% | −275−5.1% | Reduced |
| Spectrum Management Group, LLC | 5,139 | $3.13M | 0.49% | +419+8.9% | Added |
| Tributary Capital Management, LLC | 5,100 | $3.10M | 0.24% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 5,100 | $3.10M | 0.07% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,892 | $2.98M | 0.02% | −22,954−82.4% | Reduced |
| Alamar Capital Management, LLC | 4,874 | $2.96M | 2.30% | +349+7.7% | Added |
| Shell Asset Management Co | 4,810 | $2.93M | 0.07% | −839−14.9% | Reduced |
| Gamco Investors, Inc. Et Al | 4,810 | $2.93M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 4,801 | $2.92M | 0.14% | +10.0% | Added |
| Colony Group LLC | 4,781 | $2.91M | 0.06% | −380−7.4% | Reduced |
| Patton Fund Management, Inc. | 4,673 | $2.84M | 1.08% | +4,673 | New |
| Ambassador Advisors, LLC | 4,626 | $2.81M | 0.55% | −1,361−22.7% | Reduced |
| Pacer Advisors, Inc. | 4,564 | $2.78M | 0.04% | −39−0.8% | Reduced |
| Equitable Trust Co | 4,521 | $2.75M | 0.18% | −84−1.8% | Reduced |
| Orion Portfolio Solutions, LLC | 4,492 | $2.73M | 0.10% | +847+23.2% | Added |
| Prescott Group Capital Management, L.L.C. | 4,491 | $2.73M | 0.75% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 4,481 | $2.73M | 1.58% | −1,319−22.7% | Reduced |
| Mercer Global Advisors Inc | 4,438 | $2.70M | 0.02% | +450+11.3% | Added |
| Engineers Gate Manager LP | 4,404 | $2.68M | 0.15% | +4,404 | New |
| Advisor OS, LLC | 4,401 | $2.68M | 0.58% | +235+5.6% | Added |
| Fifth Third Bancorp | 4,376 | $2.66M | 0.01% | −697−13.7% | Reduced |
| Candriam Luxembourg S.C.A. | 4,292 | $2.61M | 0.02% | −266−5.8% | Reduced |
| Birinyi Associates Inc | 4,250 | $2.58M | 0.87% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 4,240 | $2.58M | 0.01% | −16,001−79.1% | Reduced |
| Angeles Investment Advisors, LLC | 4,194 | $2.55M | 0.15% | +1,555+58.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,101 | $2.50M | 0.01% | +749+22.3% | Added |
| Employees Retirement System of Texas | 3,951 | $2.40M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,793 | $2.31M | 0.04% | +92+2.5% | Added |
| Sumitomo Life Insurance Co | 3,775 | $2.30M | 0.06% | −132−3.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 3,753 | $2.28M | 0.57% | +130+3.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,744 | $2.28M | 0.05% | +10.0% | Added |
| Bank Hapoalim BM | 3,703 | $2.25M | 0.24% | +206+5.9% | Added |
| E. Ohman J:or Asset Management AB | 3,612 | $2.20M | 0.07% | +300+9.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,595 | $2.19M | 0.01% | +10.0% | Added |
| HighPoint Advisor Group LLC | 3,567 | $2.17M | 0.21% | −311−8.0% | Reduced |
| Fairbanks Capital Management, Inc. | 3,503 | $2.13M | 1.74% | −286−7.5% | Reduced |
| First Hawaiian Bank | 3,468 | $2.11M | 0.09% | −960−21.7% | Reduced |
| Virtue Capital Management, LLC | 3,457 | $2.10M | 0.37% | −25−0.7% | Reduced |
| ETF Managers Group, LLC | 3,433 | $2.10M | 0.04% | −2,753−44.5% | Reduced |
| NewEdge Wealth, LLC | 3,393 | $2.06M | 0.12% | +315+10.2% | Added |
| Cetera Investment Advisers | 3,363 | $2.05M | 0.03% | +147+4.6% | Added |
| Park Avenue Securities LLC | 3,333 | $2.03M | 0.04% | +253+8.2% | Added |
| Corient Capital Partners, LLC | 3,294 | $2.00M | 0.15% | +150+4.8% | Added |
| Advisor Partners LLC | 3,291 | $2.00M | 0.14% | −87−2.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,195 | $1.94M | 0.35% | +3,195 | New |
| Paragon Advisors, LLC | 3,162 | $1.92M | 0.93% | +20+0.6% | Added |
| Ethic Inc. | 3,048 | $1.85M | 0.19% | +318+11.6% | Added |
| First Manhattan Co | 3,000 | $1.82M | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,986 | $1.82M | 0.10% | +2,357+374.7% | Added |
| Avestar Capital, LLC | 2,951 | $1.79M | 0.35% | +14+0.5% | Added |
| Icon Wealth Partners, LLC | 2,889 | $1.76M | 0.19% | +112+4.0% | Added |