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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 1,185 | $720.0K | 0.01% | −39−3.2% | Reduced |
| Ci Investments Inc. | 1,171 | $712.0K | 0.00% | +1,004+601.2% | Added |
| Wealth Alliance | 1,166 | $709.0K | 0.16% | −35−2.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 1,179 | $707.0K | 0.37% | −7−0.6% | Reduced |
| Chilton Investment Co LLC | 1,152 | $701.0K | 0.02% | +1,152 | New |
| Aigen Investment Management, LP | 1,151 | $700.0K | 0.13% | +1,151 | New |
| ExodusPoint Capital Management, LP | 1,147 | $698.0K | 0.01% | +1,147 | New |
| Central Trust Co | 1,127 | $686.0K | 0.02% | −98−8.0% | Reduced |
| Toroso Investments, LLC | 1,122 | $683.0K | 0.03% | +245+27.9% | Added |
| Gilbert & Cook, Inc. | 1,121 | $682.0K | 0.12% | −211−15.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,114 | $677.0K | 0.02% | −33−2.9% | Reduced |
| Evercore Wealth Management, LLC | 1,111 | $676.0K | 0.01% | −15−1.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,069 | $650.0K | 0.24% | −562−34.5% | Reduced |
| Stelac Advisory Services LLC | 1,055 | $642.0K | 0.17% | +18+1.7% | Added |
| Hillsdale Investment Management Inc. | 1,040 | $633.0K | 0.05% | +1,020+5,100.0% | Added |
| Frank, Rimerman Advisors LLC | 1,037 | $630.8K | 0.24% | +1,037 | New |
| Edgestream Partners, L.P. | 1,026 | $624.0K | 0.04% | +1,026 | New |
| WealthBridge Capital Management, LLC | 1,023 | $622.0K | 0.23% | 00.0% | Unchanged |
| Empirical Finance, LLC | 1,011 | $615.0K | 0.09% | +68+7.2% | Added |
| Illinois Municipal Retirement Fund | 1,004 | $611.0K | 0.02% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 1,001 | $609.0K | 0.09% | −315−23.9% | Reduced |
| Banque Cantonale Vaudoise | 1,000 | $608.0K | 0.03% | −200−16.7% | Reduced |
| Harbor Advisors LLC | 1,000 | $608.0K | 0.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 997 | $606.0K | 0.04% | +997 | New |
| Forte Capital LLC | 991 | $603.0K | 0.08% | −24−2.4% | Reduced |
| Wrapmanager Inc | 973 | $592.0K | 0.15% | +14+1.5% | Added |
| Private Trust Co NA | 972 | $591.0K | 0.09% | −1−0.1% | Reduced |
| Symmetry Partners, LLC | 976 | $588.0K | 0.04% | 00.0% | Unchanged |
| Western Financial Corporation | 965 | $587.0K | 0.35% | −134−12.2% | Reduced |
| RB Capital Management, LLC | 955 | $581.0K | 0.22% | +188+24.5% | Added |
| Capital CS Group, LLC | 947 | $578.0K | 0.54% | +947 | New |
| Allstate Corp | 943 | $574.0K | 0.02% | −147−13.5% | Reduced |
| Regentatlantic Capital LLC | 923 | $562.0K | 0.02% | +435+89.1% | Added |
| Clarius Group, LLC | 918 | $558.0K | 0.05% | +17+1.9% | Added |
| Boit C F David | 910 | $556.0K | 0.38% | +750+468.8% | Added |
| Bryn Mawr Trust Co | 905 | $551.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 900 | $548.0K | 0.12% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 877 | $534.0K | 0.05% | +34+4.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 875 | $532.0K | 0.04% | −21,956−96.2% | Reduced |
| Camden Capital, LLC | 870 | $529.0K | 0.11% | +32+3.8% | Added |
| BSW Wealth Partners | 869 | $529.0K | 0.15% | +117+15.6% | Added |
| Telemus Capital, LLC | 862 | $524.0K | 0.04% | +119+16.0% | Added |
| Siemens Fonds Invest GmbH | 860 | $523.0K | 0.03% | +860 | New |
| Veriti Management LLC | 858 | $522.0K | 0.07% | −190−18.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 850 | $517.0K | 0.05% | +850 | New |
| SFMG, LLC | 849 | $516.0K | 0.06% | −5−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 846 | $515.0K | 0.06% | −325−27.8% | Reduced |
| Ontario Teachers Pension Plan Board | 846 | $515.0K | 0.00% | +69+8.9% | Added |
| Conning Inc. | 831 | $506.0K | 0.01% | −109−11.6% | Reduced |
| Eaton Vance Management | 2,735 | $505.0K | 0.00% | −10,127−78.7% | Reduced |
| Intellectus Partners, LLC | 818 | $498.0K | 0.12% | 00.0% | Unchanged |
| Bellevue Group AG | 816 | $496.0K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 807 | $491.0K | 0.07% | +54+7.2% | Added |
| Paradigm Asset Management Co LLC | 800 | $486.7K | 0.13% | −100−11.1% | Reduced |
| GFG Capital, LLC | 799 | $486.0K | 0.15% | +93+13.2% | Added |
| Meristem Family Wealth, LLC | 786 | $478.0K | 0.05% | +12+1.6% | Added |
| Elk River Wealth Management, LLC | 780 | $475.0K | 0.12% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 776 | $472.0K | 0.02% | +776 | New |
| Raymond James Trust N.A. | 769 | $468.0K | 0.02% | −11−1.4% | Reduced |
| MAI Capital Management | 763 | $464.0K | 0.01% | +75+10.9% | Added |
| Intercontinental Wealth Advisors, LLC | 759 | $462.0K | 0.11% | −116−13.3% | Reduced |
| Signaturefd, LLC | 754 | $459.0K | 0.02% | +181+31.6% | Added |
| Advisors Asset Management, Inc. | 751 | $457.0K | 0.01% | +30+4.2% | Added |
| Brown Brothers Harriman & Co | 740 | $450.0K | 0.00% | +104+16.4% | Added |
| RFG Advisory, LLC | 738 | $449.0K | 0.04% | −46−5.9% | Reduced |
| Parallel Advisors, LLC | 738 | $449.0K | 0.02% | +91+14.1% | Added |
| Sentry Investment Management LLC | 728 | $443.0K | 0.13% | −106−12.7% | Reduced |
| Waratah Capital Advisors Ltd. | 729 | $443.0K | 0.02% | +16+2.2% | Added |
| Calamos Advisors LLC | 716 | $436.0K | 0.00% | +716 | New |
| Lido Advisors, LLC | 714 | $434.0K | 0.01% | +7+1.0% | Added |
| Resources Investment Advisors, LLC. | 714 | $434.0K | 0.02% | +24+3.5% | Added |
| Golden State Wealth Management, LLC | 710 | $432.0K | 0.09% | −169−19.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 708 | $431.0K | 0.31% | +9+1.3% | Added |
| Bradley Foster & Sargent Inc | 700 | $426.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 699 | $425.0K | 0.05% | −233−25.0% | Reduced |
| Natixis Investment Managers International | 700 | $425.0K | 0.02% | −41−5.5% | Reduced |
| HBK Sorce Advisory LLC | 698 | $425.0K | 0.02% | −7−1.0% | Reduced |
| Diversified Trust Co | 687 | $418.0K | 0.02% | +687 | New |
| Rockland Trust Co | 680 | $414.0K | 0.03% | +17+2.6% | Added |
| Ascent Wealth Partners, LLC | 676 | $411.0K | 0.08% | −1−0.1% | Reduced |
| Donoghue Forlines LLC | 659 | $401.0K | 0.08% | −1,475−69.1% | Reduced |
| Pitcairn Co | 652 | $397.0K | 0.03% | −24−3.6% | Reduced |
| Welch & Forbes LLC | 650 | $395.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 650 | $395.0K | 0.01% | +156+31.6% | Added |
| Tudor Investment Corp Et Al | 640 | $389.0K | 0.01% | +189+41.9% | Added |
| U S Global Investors Inc | 634 | $386.0K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 596 | $385.0K | 0.04% | −189−24.1% | Reduced |
| XTX Topco Ltd | 622 | $378.0K | 0.13% | −1,690−73.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 620 | $377.0K | 0.02% | +620 | New |
| Ellevest, Inc. | 615 | $374.0K | 0.04% | +206+50.4% | Added |
| Synovus Financial Corp | 613 | $373.0K | 0.00% | −23−3.6% | Reduced |
| Machina Capital S.A.S. | 613 | $373.0K | 0.80% | +613 | New |
| Wealthspire Advisors, LLC | 610 | $371.0K | 0.01% | +610 | New |
| Rockefeller Capital Management L.P. | 604 | $367.0K | 0.00% | −7,838−92.8% | Reduced |
| CAPROCK Group, Inc. | 598 | $364.0K | 0.03% | −93−13.5% | Reduced |
| First Mercantile Trust Co | 596 | $363.0K | 0.05% | −30−4.8% | Reduced |
| Fishman Jay A Ltd | 577 | $351.0K | 0.04% | −50−8.0% | Reduced |
| 1832 Asset Management L.P. | 566 | $348.0K | 0.00% | +566 | New |
| Flagship Harbor Advisors, LLC | 651 | $347.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 564 | $343.0K | 0.15% | +564 | New |