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 |
|---|---|---|---|---|---|
| Seeyond | 2,807 | $1.71M | 0.16% | +591+26.7% | Added |
| Baker Tilly Wealth Management, LLC | 2,654 | $1.61M | 0.21% | +343+14.8% | Added |
| Cigna Investments Inc | 2,611 | $1.59M | 0.12% | −11−0.4% | Reduced |
| Bessemer Securities LLC | 2,592 | $1.58M | 0.54% | +781+43.1% | Added |
| Brewin Dolphin Wealth Management Ltd | 2,543 | $1.55M | 0.18% | +195+8.3% | Added |
| M&T Bank Corp | 2,530 | $1.54M | 0.01% | −155−5.8% | Reduced |
| Capital Asset Advisory Services LLC | 2,517 | $1.53M | 0.17% | −11−0.4% | Reduced |
| Cavalier Investments, LLC | 2,475 | $1.51M | 0.48% | −784−24.1% | Reduced |
| Commonwealth Equity Services, LLC | 2,458 | $1.50M | 0.00% | +356+16.9% | Added |
| Redpoint Investment Management Pty Ltd | 2,453 | $1.49M | 0.13% | −21−0.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.48M | 0.55% | +50+2.1% | Added |
| Edmond de Rothschild Holding S.A. | 2,419 | $1.47M | 0.03% | −2,052−45.9% | Reduced |
| Bennett Selby Investments LP | 2,373 | $1.44M | 0.94% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,360 | $1.44M | 0.02% | −190−7.5% | Reduced |
| LVW Advisors, LLC | 2,318 | $1.41M | 0.25% | +20+0.9% | Added |
| Bienville Capital Management, LLC | 2,310 | $1.41M | 0.80% | 00.0% | Unchanged |
| Creative Planning | 2,290 | $1.39M | 0.00% | +204+9.8% | Added |
| Contravisory Investment Management, Inc. | 2,282 | $1.39M | 0.42% | −31−1.3% | Reduced |
| IBM Retirement Fund | 2,261 | $1.38M | 0.11% | +5+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,225 | $1.35M | 0.01% | +267+13.6% | Added |
| Cetera Advisor Networks LLC | 2,192 | $1.33M | 0.02% | −356−14.0% | Reduced |
| O'Shares Investment Advisers, LLC | 2,152 | $1.31M | 0.10% | −2,585−54.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,146 | $1.30M | 0.14% | +10.0% | Added |
| Dana Investment Advisors, Inc. | 2,143 | $1.30M | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,127 | $1.30M | 0.03% | +185+9.5% | Added |
| Centiva Capital, LP | 2,132 | $1.30M | 0.11% | +1,337+168.2% | Added |
| Vestcor Inc | 2,125 | $1.29M | 0.05% | −170−7.4% | Reduced |
| Davidson Capital Management Inc. | 2,117 | $1.29M | 0.65% | −505−19.3% | Reduced |
| Strategy Asset Managers LLC | 2,103 | $1.28M | 0.28% | +338+19.2% | Added |
| Horizon Investments, LLC | 2,091 | $1.27M | 0.04% | +280+15.5% | Added |
| AlphaCrest Capital Management LLC | 2,072 | $1.26M | 0.07% | +579+38.8% | Added |
| GWM Advisors LLC | 2,033 | $1.24M | 0.03% | +96+5.0% | Added |
| Cypress Asset Management Inc | 2,030 | $1.24M | 0.32% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,021 | $1.23M | 0.02% | +40+2.0% | Added |
| Sompo Asset Management Co., Ltd. | 2,020 | $1.23M | 0.28% | −970−32.4% | Reduced |
| Exencial Wealth Advisors, LLC | 2,003 | $1.22M | 0.05% | −10.0% | Reduced |
| Tocqueville Asset Management L.P. | 2,000 | $1.22M | 0.02% | 00.0% | Unchanged |
| Montanaro Asset Management Ltd | 2,000 | $1.22M | 0.15% | +250+14.3% | Added |
| Greenleaf Trust | 1,993 | $1.21M | 0.01% | +51+2.6% | Added |
| Fred Alger Management, LLC | 1,979 | $1.20M | 0.00% | +79+4.2% | Added |
| TrimTabs Asset Management, LLC | 1,820 | $1.20M | 0.58% | −401−18.1% | Reduced |
| Squarepoint Ops LLC | 1,976 | $1.20M | 0.01% | +782+65.5% | Added |
| Liberty Wealth Management LLC | 1,951 | $1.19M | 0.42% | +54+2.8% | Added |
| Canandaigua National Corp | 1,944 | $1.18M | 0.19% | −317−14.0% | Reduced |
| City Holding Co | 1,916 | $1.17M | 0.20% | +989+106.7% | Added |
| Ieq Capital, LLC | 1,911 | $1.16M | 0.03% | +479+33.4% | Added |
| Segment Wealth Management, LLC | 1,870 | $1.14M | 0.14% | +57+3.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,867 | $1.14M | 0.13% | −53−2.8% | Reduced |
| NEXT Financial Group, Inc | 1,858 | $1.13M | 0.09% | +671+56.5% | Added |
| Davy Global Fund Management Ltd | 1,827 | $1.11M | 0.17% | −1,344−42.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,800 | $1.09M | 0.09% | +300+20.0% | Added |
| Everence Capital Management Inc | 1,797 | $1.09M | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,769 | $1.08M | 0.03% | +8+0.5% | Added |
| Navellier & Associates Inc | 1,769 | $1.08M | 0.16% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,760 | $1.07M | 0.35% | −80−4.3% | Reduced |
| Chartwell Investment Partners, LLC | 1,759 | $1.07M | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,753 | $1.07M | 0.24% | −11−0.6% | Reduced |
| Wealth Management Associates, Inc. | 1,743 | $1.06M | 0.62% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 1,733 | $1.05M | 0.07% | −340−16.4% | Reduced |
| Walleye Capital LLC | 1,732 | $1.05M | 0.03% | +1,732 | New |
| Advisory Services Network, LLC | 1,717 | $1.04M | 0.03% | +421+32.5% | Added |
| Hanlon Investment Management, Inc. | 1,685 | $1.02M | 0.21% | +1,685 | New |
| CIBC World Markets Inc. | 1,674 | $1.02M | 0.00% | −10,136−85.8% | Reduced |
| Csenge Advisory Group | 1,665 | $1.02M | 0.09% | +117+7.6% | Added |
| Veritable, L.P. | 1,641 | $998.0K | 0.02% | +28+1.7% | Added |
| Pier Capital, LLC | 1,625 | $989.0K | 0.10% | +776+91.4% | Added |
| Vident Investment Advisory, LLC | 1,623 | $989.0K | 0.03% | +1,166+255.1% | Added |
| Simplex Trading, LLC | 1,827 | $975.0K | 0.03% | −200−9.9% | Reduced |
| Davenport & Co LLC | 1,567 | $953.0K | 0.01% | +720+85.0% | Added |
| World Asset Management Inc | 1,540 | $937.0K | 0.09% | −159−9.4% | Reduced |
| Merit Financial Group, LLC | 1,531 | $931.0K | 0.10% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,516 | $922.0K | 0.01% | +1,516 | New |
| Transform Wealth, LLC | 1,511 | $919.0K | 0.11% | −618−29.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,481 | $901.0K | 0.02% | +522+54.4% | Added |
| Tower Research Capital LLC (TRC) | 1,466 | $892.0K | 0.02% | −3,540−70.7% | Reduced |
| Sheets Smith Wealth Management | 1,432 | $871.0K | 0.12% | 00.0% | Unchanged |
| JustInvest LLC | 1,407 | $856.0K | 0.08% | +372+35.9% | Added |
| Moody Lynn & Lieberson, LLC | 1,404 | $854.0K | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,395 | $849.0K | 0.03% | +2+0.1% | Added |
| Blair William & Co | 1,392 | $847.0K | 0.00% | −90−6.1% | Reduced |
| Wetherby Asset Management Inc | 1,386 | $843.0K | 0.05% | +53+4.0% | Added |
| IndexIQ Advisors LLC | 1,385 | $843.0K | 0.03% | +62+4.7% | Added |
| Two Sigma Securities, LLC | 1,376 | $837.0K | 0.17% | +1,376 | New |
| Keybank National Association | 1,360 | $827.0K | 0.00% | +59+4.5% | Added |
| Menard Financial Group LLC | 1,355 | $824.0K | 0.72% | +8+0.6% | Added |
| Penserra Capital Management LLC | 1,350 | $821.0K | 0.02% | −1,092−44.7% | Reduced |
| JSF Financial, LLC | 1,318 | $802.0K | 0.40% | −62−4.5% | Reduced |
| Copperwynd Financial, LLC | 1,302 | $792.0K | 0.33% | +96+8.0% | Added |
| Pensionfund DSM Netherlands | 1,300 | $791.0K | 0.10% | +1,300 | New |
| Profund Advisors LLC | 1,271 | $773.0K | 0.03% | −24−1.9% | Reduced |
| Group One Trading, L.P. | 1,260 | $767.0K | 0.02% | +167+15.3% | Added |
| Cresset Asset Management, LLC | 1,260 | $766.0K | 0.01% | +301+31.4% | Added |
| Elevated Capital Advisors, LLC | 1,255 | $764.0K | 0.26% | +1,255 | New |
| Snowden Capital Advisors LLC | 1,250 | $760.4K | 0.04% | +52+4.3% | Added |
| Sigma Planning Corp | 1,220 | $742.0K | 0.02% | −54−4.2% | Reduced |
| Institute for Wealth Management, LLC. | 1,205 | $733.0K | 0.13% | +178+17.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,200 | $729.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,195 | $727.0K | 0.01% | +85+7.7% | Added |
| Personal Cfo Solutions, LLC | 1,190 | $724.0K | 0.15% | +17+1.4% | Added |
| Chicago Partners Investment Group LLC | 1,127 | $723.0K | 0.05% | −42−3.6% | Reduced |