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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, Q4 2021

Institutional positions in MSCI Inc. as of Dec 31, 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
851
+56 vs. Q3 2021
Shares held
74.2M
+187.8K (+0.3%) vs. Q3 2021
Total value
$45.2B
+$161.0M (+0.4%) vs. Q3 2021
New holders
122
339 more added
Sold out
66
280 more reduced

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 851 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ4 2021: $45.2B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2021.

Institutions holding MSCI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC1$6120.00%––
Geneos Wealth Management Inc.3$1.00K0.00%−81−96.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC2$1.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC1$1.00K0.00%+1New
Stonebridge Capital Advisors LLC1$1.00K0.00%+1New
Tfo-TDC, LLC1$1.00K0.00%+1New
Addison Advisors LLC2$1.00K0.00%+2New
Cassady Schiller Wealth Management, LLC2$1.00K0.00%+2New
Tyler-Stone Wealth Management2$1.00K0.00%+2New
Global Financial Private Client, LLC2$1.23K0.00%00.0%Unchanged
Archer Investment Corp2$1.23K0.00%+2New
Lenox Wealth Advisors, LLC3$2.00K0.00%−23−88.5%Reduced
Thompson Siegel & Walmsley LLC3$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC3$2.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC3$2.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC4$2.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC4$2.00K0.00%00.0%Unchanged
South State Corp.4$2.00K0.00%+4New
Surevest, LLC4$2.00K0.00%+4New
Core Alternative Capital3$2.00K0.00%+3New
Curi Capital4$2.00K0.00%+4New
First National Bank of South Miami5$3.00K0.00%00.0%Unchanged
Key Financial Inc5$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$3.00K0.00%+5New
Schubert & Co5$3.00K0.00%+5New
Estabrook Capital Management5$3.06K0.00%+5New
McCarthy Grittinger Financial Group, LLC5$3.06K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC6$4.00K0.00%−15−71.4%Reduced
Asset Dedication, LLC7$4.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC7$4.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC6$4.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC7$4.00K0.00%00.0%Unchanged
Steward Financial Group LLC8$4.00K0.00%+8New
Raffa Wealth Management, LLC7$4.29K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.7$4.29K0.00%+3+75.0%Added
JNBA Financial Advisors8$5.00K0.00%−121−93.8%Reduced
Thomas J. Herzfeld Advisors, Inc.10$6.00K0.00%+1+11.1%Added
Valley National Advisers Inc11$7.00K0.00%00.0%Unchanged
Manchester Capital Management LLC11$7.00K0.00%00.0%Unchanged
Eukles Asset Management11$7.00K0.00%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC13$8.00K0.00%+13New
Crescent Capital Consulting, LLC14$9.00K0.00%00.0%Unchanged
Smith Group Asset Management, LLC15$9.00K0.00%+15New
Carroll Financial Associates, Inc.17$10.0K0.00%−2−10.5%Reduced
Financial Management Professionals, Inc.16$10.0K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.16$10.0K0.01%+16New
TCI Wealth Advisors, Inc.18$11.0K0.00%+3+20.0%Added
Standard Family Office LLC18$11.0K0.10%+18New
FourThought Financial, LLC19$12.0K0.00%−66−77.6%Reduced
Front Row Advisors LLC19$12.0K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC20$12.0K0.01%+20New
BerganKDV Wealth Management, LLC22$13.0K0.00%00.0%Unchanged
Versant Capital Management, Inc22$13.0K0.00%00.0%Unchanged
Lee Financial Co21$13.0K0.00%+21New
Tarbox Family Office, Inc.23$14.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.23$14.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc25$15.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC24$15.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc24$15.0K0.00%+7+41.2%Added
Concord Wealth Partners25$15.0K0.00%+25New
Covestor Ltd24$15.0K0.02%+24New
MV Capital Management, Inc.26$16.0K0.00%+2+8.3%Added
McDonald Partners LLC27$16.5K0.02%+27New
Absolute Capital Management, LLC27$16.5K0.02%+27New
Sageworth Trust Co30$18.0K0.00%−100−76.9%Reduced
Plante Moran Financial Advisors, LLC29$18.0K0.00%+29New
Stuart Chaussee & Associates, Inc.31$19.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC31$19.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC33$20.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.33$20.0K0.01%00.0%Unchanged
Zullo Investment Group, Inc.33$20.0K0.01%+33New
Quent Capital, LLC35$21.0K0.00%+35New
Earnest Partners LLC37$23.0K0.00%00.0%Unchanged
Accel Wealth Management37$23.0K0.01%00.0%Unchanged
Clean Yield Group40$25.0K0.01%00.0%Unchanged
Sargent Bickham Lagudis LLC41$25.0K0.00%+1+2.5%Added
Albion Financial Group41$25.0K0.00%+18+78.3%Added
Equitec Proprietary Markets, LLC43$26.0K0.01%+43New
AGF Investments LLC44$27.0K0.00%−95−68.3%Reduced
Washington Trust Co44$27.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC45$28.0K0.01%00.0%Unchanged
Sierra Capital LLC46$28.0K0.00%+5+12.2%Added
Allworth Financial LP47$29.0K0.00%+16+51.6%Added
AdvisorNet Financial, Inc49$30.0K0.00%+26+113.0%Added
FinTrust Capital Advisors, LLC51$31.0K0.01%−12−19.0%Reduced
SRS Capital Advisors, Inc.50$31.0K0.00%−9−15.3%Reduced
CoreCap Advisors, LLC51$31.0K0.00%+51New
Huntington National Bank52$32.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC53$32.0K0.02%+2+3.9%Added
Farmers & Merchants Investments Inc55$34.0K0.00%00.0%Unchanged
Close Asset Management Ltd55$34.0K0.00%00.0%Unchanged
Signet Financial Management, LLC58$36.0K0.01%+58New
Semmax Financial Advisors Inc.60$37.0K0.01%00.0%Unchanged
Benjamin Edwards Inc60$37.0K0.01%+2+3.4%Added
Glassman Wealth Services60$37.0K0.01%+20+50.0%Added
Pin Oak Investment Advisors Inc62$38.0K0.04%00.0%Unchanged
Kelly Financial Services LLC66$40.5K0.02%+28+73.7%Added
Carolinas Wealth Consulting LLC72$44.0K0.01%+26+56.5%Added
Mascoma Wealth Management LLC76$47.0K0.02%+76New