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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gemmer Asset Management LLC | 82 | $50.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 89 | $55.0K | 0.00% | −1,038−92.1% | Reduced |
| Clearstead Advisors, LLC | 89 | $55.0K | 0.00% | −4−4.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 89 | $55.0K | 0.03% | +89 | New |
| Massmutual Trust Co FSB | 95 | $58.0K | 0.00% | +2+2.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 94 | $58.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 95 | $58.0K | 0.09% | +95 | New |
| Eagle Bay Advisors LLC | 99 | $61.0K | 0.04% | −10−9.2% | Reduced |
| Parkside Financial Bank & Trust | 103 | $63.0K | 0.02% | 00.0% | Unchanged |
| Sycomore Asset Management | 104 | $64.0K | 0.01% | +104 | New |
| Trustcore Financial Services, LLC | 106 | $65.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 107 | $66.0K | 0.02% | +107 | New |
| CVA Family Office, LLC | 112 | $69.0K | 0.02% | +112 | New |
| JFS Wealth Advisors, LLC | 117 | $72.0K | 0.01% | +117 | New |
| Western Pacific Wealth Management, LP | 120 | $73.0K | 0.05% | +120 | New |
| Lindbrook Capital, LLC | 120 | $74.0K | 0.01% | −3−2.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 124 | $76.0K | 0.00% | −135−52.1% | Reduced |
| Cambridge Trust Co | 127 | $78.0K | 0.00% | +127 | New |
| GeoWealth Management, LLC | 129 | $79.0K | 0.01% | +17+15.2% | Added |
| Lloyd Advisory Services, LLC. | 132 | $81.0K | 0.04% | +21+18.9% | Added |
| Capital Advisors, Ltd. LLC | 132 | $81.0K | 0.01% | +132 | New |
| Seldon Capital LP | 143 | $88.0K | 0.06% | +143 | New |
| Selective Wealth Management, Inc. | 150 | $92.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 159 | $97.0K | 0.05% | −9−5.4% | Reduced |
| Amplius Wealth Advisors, LLC | 184 | $112.0K | 0.02% | +184 | New |
| Altshuler Shaham Ltd | 188 | $115.0K | 0.00% | −348−64.9% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 191 | $117.0K | 0.06% | +14+7.9% | Added |
| Harbour Investments, Inc. | 193 | $118.0K | 0.01% | −135−41.2% | Reduced |
| Private Capital Group, LLC | 192 | $118.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 193 | $119.0K | 0.01% | −38−16.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 195 | $119.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 195 | $119.0K | 0.03% | +80+69.6% | Added |
| Cornerstone Advisory, LLC | 203 | $124.0K | 0.02% | +203 | New |
| James Investment Research Inc | 205 | $126.0K | 0.01% | −78−27.6% | Reduced |
| Leonteq Securities AG | 239 | $146.4K | 0.01% | +60+33.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 245 | $150.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 246 | $151.0K | 0.00% | +60+32.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 254 | $156.0K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 260 | $159.0K | 0.01% | +260 | New |
| Gladius Capital Management LP | 305 | $187.0K | 0.06% | +305 | New |
| TrinityPoint Wealth, LLC | 329 | $202.0K | 0.04% | −12−3.5% | Reduced |
| Quadrant Capital Group LLC | 332 | $203.0K | 0.02% | +2+0.6% | Added |
| Savant Capital, LLC | 333 | $204.0K | 0.01% | +333 | New |
| Machina Capital S.A.S. | 339 | $208.0K | 0.50% | −274−44.7% | Reduced |
| Bruderman Asset Management, LLC | 339 | $208.0K | 0.16% | 00.0% | Unchanged |
| Collective Family Office LLC | 343 | $210.0K | 0.08% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 344 | $211.0K | 0.04% | −51−12.9% | Reduced |
| Presidio Capital Management, LLC | 345 | $211.0K | 0.18% | +345 | New |
| Geller Advisors LLC | 350 | $214.0K | 0.04% | −1−0.3% | Reduced |
| Chesapeake Wealth Management | 350 | $214.0K | 0.07% | +5+1.4% | Added |
| Sequoia Financial Advisors, LLC | 350 | $214.0K | 0.01% | +350 | New |
| Penserra Capital Management LLC | 358 | $219.0K | 0.00% | −992−73.5% | Reduced |
| Jacobi Capital Management LLC | 358 | $219.0K | 0.03% | 00.0% | Unchanged |
| Lantz Financial LLC | 357 | $219.0K | 0.10% | +9+2.6% | Added |
| Umb Bank N A | 360 | $220.0K | 0.00% | +360 | New |
| Integrated Advisors Network LLC | 359 | $220.0K | 0.01% | +359 | New |
| Buckhead Capital Management LLC | 360 | $221.0K | 0.05% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 429 | $221.0K | 0.03% | +429 | New |
| Ashton Thomas Private Wealth, LLC | 363 | $222.4K | 0.02% | −7−1.9% | Reduced |
| Freestone Capital Holdings, LLC | 368 | $225.0K | 0.01% | +368 | New |
| Vienna Asset Management LLC | 368 | $225.0K | 0.20% | +368 | New |
| Virtu Financial LLC | 369 | $226.0K | 0.02% | +369 | New |
| American Portfolios Advisors | 372 | $227.9K | 0.01% | −45−10.8% | Reduced |
| Old National Bancorp | 377 | $231.0K | 0.01% | +5+1.3% | Added |
| Moody National Bank Trust Division | 379 | $232.0K | 0.01% | −95−20.0% | Reduced |
| GraniteShares Advisors LLC | 389 | $238.0K | 0.11% | +389 | New |
| Kolinsky Wealth Management, LLC | 394 | $241.0K | 0.22% | +394 | New |
| Blue Edge Capital, LLC | 400 | $245.1K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 402 | $246.0K | 0.14% | −220−35.4% | Reduced |
| Washington Trust Advisors, Inc. | 404 | $247.0K | 0.02% | +404 | New |
| Choate Investment Advisors | 405 | $248.0K | 0.01% | +30+8.0% | Added |
| MJP Associates Inc | 418 | $249.0K | 0.07% | +79+23.3% | Added |
| Forum Financial Management, LP | 409 | $251.0K | 0.01% | +409 | New |
| CWM, LLC | 413 | $253.0K | 0.00% | +413 | New |
| Northwestern Mutual Wealth Management Co | 417 | $256.0K | 0.00% | +125+42.8% | Added |
| Robertson Stephens Wealth Management, LLC | 422 | $258.0K | 0.02% | +422 | New |
| Smithfield Trust Co | 421 | $259.0K | 0.02% | −71−14.4% | Reduced |
| JCIC Asset Management Inc. | 423 | $259.0K | 0.08% | +45+11.9% | Added |
| Peapack Gladstone Financial Corp | 425 | $260.0K | 0.00% | +56+15.2% | Added |
| West Family Investments, Inc. | 429 | $263.0K | 0.07% | −41−8.7% | Reduced |
| Pallas Capital Advisors LLC | 526 | $264.0K | 0.03% | −70−11.7% | Reduced |
| EP Wealth Advisors, LLC | 433 | $265.0K | 0.01% | +14+3.3% | Added |
| Exchange Traded Concepts, LLC | 432 | $265.0K | 0.01% | +191+79.3% | Added |
| Arabesque Asset Management Ltd | 440 | $270.0K | 0.08% | +3+0.7% | Added |
| TrueWealth Advisors, LLC | 453 | $278.0K | 0.12% | +453 | New |
| Fiduciary Trust Co | 459 | $282.0K | 0.00% | 00.0% | Unchanged |
| Connolly Sarah T. | 460 | $282.0K | 0.16% | +85+22.7% | Added |
| Barrett Asset Management, LLC | 462 | $283.0K | 0.01% | −3−0.6% | Reduced |
| Snowden Capital Advisors LLC | 467 | $286.0K | 0.01% | −783−62.6% | Reduced |
| Spire Wealth Management | 469 | $287.0K | 0.01% | +138+41.7% | Added |
| Mirabella Financial Services LLP | 473 | $290.0K | 0.03% | +473 | New |
| Independent Advisor Alliance | 477 | $292.0K | 0.01% | +68+16.6% | Added |
| First Pacific Advisors, LP | 480 | $294.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 481 | $294.7K | 0.04% | +7+1.5% | Added |
| Prospera Financial Services Inc | 486 | $297.0K | 0.01% | +129+36.1% | Added |
| Veracity Capital LLC | 486 | $298.0K | 0.12% | +39+8.7% | Added |
| Graypoint LLC | 490 | $300.0K | 0.03% | +132+36.9% | Added |
| Teza Capital Management LLC | 489 | $300.0K | 0.08% | +489 | New |
| Rehmann Capital Advisory Group | 496 | $304.3K | 0.03% | +5+1.0% | Added |
| Natixis Investment Managers International | 505 | $309.0K | 0.02% | −195−27.9% | Reduced |