Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2021 vs. Q3 2021

How the institutions holding MSCI Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of MSCI: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders81015851+56
Shares74.1M93.1K74.2M+187.8K (+0.3%)
Value$45.1B$56.4M$45.2B+$161.0M (+0.4%)

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (122)

Institutions that held MSCI Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 122 by value.

Institutions new to MSCI in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC96,481$59.1M0.07%
Capstone Investment Advisors, LLC40,001$24.5M0.39%
National Bank of Canada30,107$18.4M0.08%
Qube Research & Technologies Ltd22,710$13.9M0.11%
Renaissance Technologies LLC22,121$13.6M0.02%
Axiom Investors LLC18,363$11.3M0.21%
Two Sigma Investments, LP18,217$11.2M0.03%
Cinctive Capital Management LP14,869$9.11M0.43%
Yousif Capital Management, LLC14,257$8.73M0.09%
Axxcess Wealth Management, LLC13,426$8.22M0.62%
Worldquant Millennium Advisors LLC11,039$6.76M0.13%
Blueshift Asset Management, LLC10,386$6.36M0.56%
B. Metzler seel. Sohn & Co. AG8,198$5.02M0.07%
Kadensa Capital Ltd8,125$4.98M1.52%
Settian Capital LP7,450$4.57M3.95%
Pinebridge Investments, L.P.6,505$3.99M0.04%
LGT Fund Management Co Ltd.6,500$3.98M1.15%
Banque Pictet & Cie SA4,960$3.04M0.02%
HWG Holdings LP4,008$2.46M1.15%
Sheets Smith Investment Management3,471$2.13M1.51%
Ghe, LLC3,440$2.11M1.62%
Lombard Odier Asset Management (Europe) Ltd3,278$2.01M0.09%
AdvisorShares Investments LLC3,138$1.92M0.23%
Arbor Capital Management Inc2,998$1.84M1.30%
Alberta Investment Management Corp2,876$1.76M0.01%
Helios Capital Management Pte. Ltd2,840$1.74M1.58%
Tredje AP-fonden2,399$1.47M0.03%
Byrne Asset Management LLC2,238$1.37M0.89%
Quantamental Technologies LLC2,123$1.30M0.66%
Stevens Capital Management LP2,090$1.28M0.29%
Campbell & CO Investment Adviser LLC1,964$1.20M0.41%
Ergoteles LLC1,825$1.12M0.04%
Jennison Associates LLC1,456$892.0K0.00%
Caxton Associates LP1,443$884.0K0.11%
Schechter Investment Advisors, LLC1,402$858.0K0.08%
Roberts Capital Advisors, LLC1,387$850.0K0.79%
Laurel Wealth Advisors, Inc.1,346$825.0K0.06%
Verition Fund Management LLC1,321$809.0K0.01%
Quadrature Capital Ltd1,276$781.0K0.04%
Oak Ridge Investments LLC1,255$769.0K0.06%
Castleview Partners, LLC411,892$672.0K0.01%
Lombard Odier Asset Management (Switzerland) SA1,016$622.0K0.04%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,000$612.5K0.18%
Cerity Partners LLC960$590.0K0.01%
Coldstream Capital Management Inc925$567.0K0.02%
Versor Investments LP900$551.0K0.02%
Pendal Group Limited862$528.0K0.00%
EverSource Wealth Advisors, LLC789$484.0K0.14%
MBB Public Markets I LLC778$477.0K0.01%
BMS Financial Advisors, LLC746$457.0K0.29%
Metis Global Partners, LLC719$440.0K0.12%
ASB Consultores, LLC644$395.0K0.20%
Fenimore Asset Management Inc572$350.0K0.01%
SRN Advisors, LLC570$349.2K0.13%
American Trust569$349.0K0.03%
Cornerstone Wealth Management, LLC547$336.0K0.03%
Drive Wealth Management, LLC544$333.0K0.29%
TD Waterhouse Canada Inc.478$325.8K0.00%
Teza Capital Management LLC489$300.0K0.08%
Mirabella Financial Services LLP473$290.0K0.03%
TrueWealth Advisors, LLC453$278.0K0.12%
Robertson Stephens Wealth Management, LLC422$258.0K0.02%
CWM, LLC413$253.0K0.00%
Forum Financial Management, LP409$251.0K0.01%
Washington Trust Advisors, Inc.404$247.0K0.02%
Kolinsky Wealth Management, LLC394$241.0K0.22%
GraniteShares Advisors LLC389$238.0K0.11%
Virtu Financial LLC369$226.0K0.02%
Freestone Capital Holdings, LLC368$225.0K0.01%
Vienna Asset Management LLC368$225.0K0.20%
Darwin Advisors, LLC429$221.0K0.03%
Umb Bank N A360$220.0K0.00%
Integrated Advisors Network LLC359$220.0K0.01%
Sequoia Financial Advisors, LLC350$214.0K0.01%
Presidio Capital Management, LLC345$211.0K0.18%
Savant Capital, LLC333$204.0K0.01%
Gladius Capital Management LP305$187.0K0.06%
Desjardins Global Asset Management Inc.260$159.0K0.01%
Cornerstone Advisory, LLC203$124.0K0.02%
Amplius Wealth Advisors, LLC184$112.0K0.02%
Seldon Capital LP143$88.0K0.06%
Capital Advisors, Ltd. LLC132$81.0K0.01%
Cambridge Trust Co127$78.0K0.00%
Western Pacific Wealth Management, LP120$73.0K0.05%
JFS Wealth Advisors, LLC117$72.0K0.01%
CVA Family Office, LLC112$69.0K0.02%
KB Financial Partners, LLC107$66.0K0.02%
Sycomore Asset Management104$64.0K0.01%
Sageworth Trust Co of South Dakota95$58.0K0.09%
Fortitude Advisory Group L.L.C.89$55.0K0.03%
Mascoma Wealth Management LLC76$47.0K0.02%
Signet Financial Management, LLC58$36.0K0.01%
CoreCap Advisors, LLC51$31.0K0.00%
Equitec Proprietary Markets, LLC43$26.0K0.01%
Quent Capital, LLC35$21.0K0.00%
Zullo Investment Group, Inc.33$20.0K0.01%
Plante Moran Financial Advisors, LLC29$18.0K0.00%
McDonald Partners LLC27$16.5K0.02%
Absolute Capital Management, LLC27$16.5K0.02%
Concord Wealth Partners25$15.0K0.00%

Sold out (66)

Institutions that held MSCI Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of MSCI in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Harbor Spring Capital, LLC45,500$27.7M
CastleArk Alternatives, LLC30,510$18.6M
AMP Capital Investors Ltd29,974$18.2M
Scout Investments, Inc.10,861$6.61M
Barometer Capital Management Inc.8,038$4.88M
Capula Management Ltd6,411$3.90M
Twinbeech Capital LP5,902$3.59M
Achmea Investment Management B.V.5,669$3.45M
M&G Investment Management Ltd4,240$2.58M
Mirae Asset Global Investments Co., Ltd.4,101$2.50M
Y-Intercept (Hong Kong) Ltd3,195$1.94M
Meeder Asset Management Inc2,986$1.82M
Centiva Capital, LP2,132$1.30M
Pier Capital, LLC1,625$989.0K
Simplex Trading, LLC1,827$975.0K
Bridgewater Associates, LP1,516$922.0K
Two Sigma Securities, LLC1,376$837.0K
Aigen Investment Management, LP1,151$700.0K
Capital CS Group, LLC947$578.0K
Bellevue Group AG816$496.0K
Waratah Capital Advisors Ltd.729$443.0K
U.S. Capital Wealth Advisors, LLC620$377.0K
1832 Asset Management L.P.566$348.0K
Pinnacle Family Advisors, LLC564$343.0K
Bridgefront Capital, LLC551$335.0K
Proficio Capital Partners LLC504$307.0K
NuWave Investment Management, LLC493$300.0K
Accuvest Global Advisors476$291.0K
First National Bank of Omaha449$273.0K
OneAscent Wealth Management LLC446$271.0K
Winton Group Ltd435$265.0K
Kore Private Wealth LLC436$265.0K
Boston Private Wealth LLC427$260.0K
Fundamentun, LLC403$245.0K
OneAscent Financial Services LLC403$245.0K
Financial Architects, Inc373$227.0K
WealthPLAN Partners, LLC344$219.0K
Jump Financial, LLC355$216.0K
Thoroughbred Financial Services, LLC344$209.0K
Anfield Capital Management, LLC322$201.0K
Global Retirement Partners, LLC221$134.0K
CX Institutional154$94.0K
Systematic Alpha Investments, LLC135$90.0K
Atlas Private Wealth Advisors120$73.0K
Arkadios Wealth Advisors112$68.0K
HM Payson & Co102$62.0K
Creative Financial Designs Inc85$52.0K
D'Orazio & Associates, Inc.61$37.0K
Cahill Financial Advisors Inc55$33.0K
Counterpoint Mutual Funds LLC34$21.0K
University of Texas/Texas Am Investment Managment Co30$18.0K
Better Money Decisions, LLC28$17.0K
Resolute Partners Group26$16.0K
Sterling Investment Advisors, Ltd.20$12.0K
Tompkins Financial Corp14$9.00K
Evolution Wealth Advisors, LLC12$7.00K
Meridian Wealth Partners, LLC11$7.00K
Hartford Financial Management Inc.6$4.00K
Hudock, Inc.8$4.00K
Guidance Point Advisors, LLC5$3.00K
Pacifica Partners Inc.5$3.00K
Red Tortoise LLC7$3.00K
MCF Advisors LLC3$2.00K
Crewe Advisors LLC4$2.00K
Cordant, Inc.4$2.00K
Gerber Kawasaki Wealth & Investment Management1$1.00K

Not filed for Q4 2021 yet (15)

Institutions that held MSCI Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSCI in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.66,647$40.5M
B. Metzler seel. Sohn & Co. Holding AG9,870$6.00M
Optimal Asset Management, Inc.6,544$3.98M
HighPoint Advisor Group LLC3,567$2.17M
World Asset Management Inc1,540$937.0K
Elevated Capital Advisors, LLC1,255$764.0K
First Mercantile Trust Co596$363.0K
BBVA USA513$312.0K
Covenant Multifamily Offices, LLC505$304.0K
Heritage Wealth Management, LLC479$291.0K
Wealth Advisory Solutions, LLC456$277.0K
Brouwer & Janachowski, LLC339$206.0K
Berman Capital Advisors, LLC325$197.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA65$39.5K
Green Harvest Asset Management LLC378$18.0K