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 |
|---|---|---|---|---|---|
| Copeland Capital Management, LLC | 557 | $339.0K | 0.01% | −1,595−74.1% | Reduced |
| Zions Bancorporation, N.A. | 558 | $339.0K | 0.03% | −4−0.7% | Reduced |
| Tiger Eye Capital LLC | 558 | $339.0K | 0.13% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 557 | $339.0K | 0.07% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 555 | $338.0K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 552 | $336.0K | 0.02% | −40−6.8% | Reduced |
| Bridgefront Capital, LLC | 551 | $335.0K | 0.35% | +551 | New |
| CNB Bank | 543 | $329.0K | 0.20% | +35+6.9% | Added |
| Altshuler Shaham Ltd | 536 | $328.0K | 0.00% | +449+516.1% | Added |
| Harvest Fund Management Co., Ltd | 536 | $325.0K | 0.07% | +429+400.9% | Added |
| Shelton Capital Management | 530 | $322.0K | 0.01% | −22−4.0% | Reduced |
| Atlas Capital Advisors LLC | 528 | $321.2K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 526 | $320.0K | 0.04% | +526 | New |
| Foundry Partners, LLC | 519 | $316.0K | 0.01% | +519 | New |
| Fermata Advisors, LLC | 516 | $314.0K | 0.14% | −21−3.9% | Reduced |
| Aureus Asset Management, LLC | 515 | $313.0K | 0.02% | 00.0% | Unchanged |
| BBVA USA | 513 | $312.0K | 0.02% | −164−24.2% | Reduced |
| Proficio Capital Partners LLC | 504 | $307.0K | 0.04% | +5+1.0% | Added |
| Covenant Multifamily Offices, LLC | 505 | $304.0K | 0.05% | +21+4.3% | Added |
| Smithfield Trust Co | 492 | $301.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 493 | $300.0K | 0.34% | +493 | New |
| Rehmann Capital Advisory Group | 491 | $299.0K | 0.03% | −5−1.0% | Reduced |
| First Pacific Advisors, LP | 480 | $292.0K | 0.00% | 00.0% | Unchanged |
| Accuvest Global Advisors | 476 | $291.0K | 0.14% | −68−12.5% | Reduced |
| Heritage Wealth Management, LLC | 479 | $291.0K | 0.10% | +71+17.4% | Added |
| Anchor Investment Management, LLC | 474 | $288.4K | 0.04% | −115−19.5% | Reduced |
| Magellan Asset Management Ltd | 473 | $288.0K | 0.00% | −97−17.0% | Reduced |
| Moody National Bank Trust Division | 474 | $288.0K | 0.00% | 00.0% | Unchanged |
| West Family Investments, Inc. | 470 | $286.0K | 0.08% | +23+5.1% | Added |
| Barrett Asset Management, LLC | 465 | $283.0K | 0.01% | −10−2.1% | Reduced |
| Fiduciary Trust Co | 459 | $279.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 457 | $278.0K | 0.02% | +457 | New |
| Wealth Advisory Solutions, LLC | 456 | $277.0K | 0.06% | −4−0.9% | Reduced |
| First National Bank of Omaha | 449 | $273.0K | 0.01% | +449 | New |
| Engine No. 1 LLC | 448 | $273.0K | 0.07% | +448 | New |
| Veracity Capital LLC | 447 | $272.0K | 0.12% | +46+11.5% | Added |
| OneAscent Wealth Management LLC | 446 | $271.0K | 0.31% | +446 | New |
| Arabesque Asset Management Ltd | 437 | $266.0K | 0.09% | −1,656−79.1% | Reduced |
| Winton Group Ltd | 435 | $265.0K | 0.01% | −75−14.7% | Reduced |
| Kore Private Wealth LLC | 436 | $265.0K | 0.03% | +436 | New |
| Boston Private Wealth LLC | 427 | $260.0K | 0.00% | +427 | New |
| Advisor Resource Council | 423 | $257.0K | 0.08% | −97−18.7% | Reduced |
| EP Wealth Advisors, LLC | 419 | $255.0K | 0.01% | +15+3.7% | Added |
| D. E. Shaw & Co., Inc. | 418 | $254.0K | 0.00% | −156−27.2% | Reduced |
| American Portfolios Advisors | 417 | $253.7K | 0.01% | −2,120−83.6% | Reduced |
| Independent Advisor Alliance | 409 | $249.0K | 0.01% | 00.0% | Unchanged |
| Fundamentun, LLC | 403 | $245.0K | 0.04% | +403 | New |
| OneAscent Financial Services LLC | 403 | $245.0K | 0.33% | +403 | New |
| Blue Edge Capital, LLC | 400 | $243.3K | 0.05% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 400 | $243.0K | 0.03% | +400 | New |
| Mawer Investment Management Ltd. | 398 | $242.0K | 0.00% | +398 | New |
| AIA Group Ltd | 394 | $240.0K | 0.01% | +394 | New |
| Kathmere Capital Management, LLC | 395 | $240.0K | 0.04% | +395 | New |
| Federation des caisses Desjardins du Quebec | 389 | $236.5K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 384 | $233.0K | 0.01% | +384 | New |
| IFP Advisors, Inc | 381 | $232.0K | 0.00% | +35+10.1% | Added |
| JCIC Asset Management Inc. | 378 | $230.0K | 0.08% | 00.0% | Unchanged |
| Choate Investment Advisors | 375 | $228.0K | 0.01% | 00.0% | Unchanged |
| Connolly Sarah T. | 375 | $228.0K | 0.19% | +375 | New |
| Financial Architects, Inc | 373 | $227.0K | 0.03% | +373 | New |
| Old National Bancorp | 372 | $226.0K | 0.01% | −113−23.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 370 | $225.1K | 0.03% | +370 | New |
| Peapack Gladstone Financial Corp | 369 | $224.0K | 0.00% | +369 | New |
| Jefferies Group LLC | 366 | $222.7K | 0.01% | −134−26.8% | Reduced |
| WealthPLAN Partners, LLC | 344 | $219.0K | 0.01% | +10+3.0% | Added |
| Buckhead Capital Management LLC | 360 | $219.0K | 0.05% | +360 | New |
| Jacobi Capital Management LLC | 358 | $218.0K | 0.03% | +296+477.4% | Added |
| Graypoint LLC | 358 | $218.0K | 0.03% | +358 | New |
| Prospera Financial Services Inc | 357 | $217.0K | 0.01% | +357 | New |
| Jump Financial, LLC | 355 | $216.0K | 0.02% | −256−41.9% | Reduced |
| Geller Advisors LLC | 351 | $214.0K | 0.05% | +351 | New |
| Trexquant Investment LP | 351 | $214.0K | 0.02% | +351 | New |
| Lantz Financial LLC | 348 | $212.0K | 0.11% | +348 | New |
| Chesapeake Wealth Management | 345 | $210.0K | 0.08% | −105−23.3% | Reduced |
| Thoroughbred Financial Services, LLC | 344 | $209.0K | 0.05% | +344 | New |
| Collective Family Office LLC | 343 | $209.0K | 0.09% | +343 | New |
| TrinityPoint Wealth, LLC | 341 | $207.0K | 0.04% | +341 | New |
| MJP Associates Inc | 339 | $206.0K | 0.07% | +339 | New |
| Brouwer & Janachowski, LLC | 339 | $206.0K | 0.04% | +339 | New |
| Bruderman Asset Management, LLC | 339 | $206.0K | 0.05% | +339 | New |
| Anfield Capital Management, LLC | 322 | $201.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 331 | $201.0K | 0.01% | +17+5.4% | Added |
| Quadrant Capital Group LLC | 330 | $201.0K | 0.03% | +18+5.8% | Added |
| Harbour Investments, Inc. | 328 | $199.0K | 0.01% | +14+4.5% | Added |
| Berman Capital Advisors, LLC | 325 | $197.0K | 0.03% | +75+30.0% | Added |
| Northwestern Mutual Wealth Management Co | 292 | $178.0K | 0.00% | −74−20.2% | Reduced |
| James Investment Research Inc | 283 | $172.0K | 0.02% | −80−22.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 259 | $158.0K | 0.00% | +170+191.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 254 | $155.0K | 0.02% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $149.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 241 | $147.0K | 0.00% | +222+1,168.4% | Added |
| Belpointe Asset Management LLC | 231 | $140.0K | 0.01% | +231 | New |
| Exane Derivatives | 227 | $138.1K | 0.03% | −106−31.8% | Reduced |
| Global Retirement Partners, LLC | 221 | $134.0K | 0.01% | +51+30.0% | Added |
| Cullen/Frost Bankers, Inc. | 195 | $119.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 192 | $117.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 186 | $113.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 179 | $108.9K | 0.01% | +179 | New |
| Geo Capital Gestora de Recursos Ltd | 177 | $108.0K | 0.05% | −34−16.1% | Reduced |
| State of Wyoming | 168 | $102.0K | 0.07% | −19−10.2% | Reduced |