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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
Fermata Advisors, LLC510$313.0K0.11%−6−1.2%Reduced
Aureus Asset Management, LLC515$316.0K0.02%00.0%Unchanged
Foundry Partners, LLC519$318.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC528$323.5K0.05%00.0%Unchanged
Shelton Capital Management530$325.0K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.478$325.8K0.00%+478New
IFP Advisors, Inc533$329.0K0.01%+152+39.9%Added
Drive Wealth Management, LLC544$333.0K0.29%+544New
Cornerstone Wealth Management, LLC547$336.0K0.03%+547New
Federation des caisses Desjardins du Quebec551$337.5K0.00%+162+41.6%Added
Ancora Advisors, LLC555$340.0K0.01%00.0%Unchanged
Tectonic Advisors LLC557$341.0K0.06%00.0%Unchanged
Tiger Eye Capital LLC558$342.0K0.09%00.0%Unchanged
CNB Bank564$346.0K0.19%+21+3.9%Added
Engine No. 1 LLC565$346.0K0.07%+117+26.1%Added
Fishman Jay A Ltd565$346.2K0.04%−12−2.1%Reduced
Comerica Securities,inc.567$347.0K0.02%+15+2.7%Added
Copeland Capital Management, LLC568$348.0K0.01%+11+2.0%Added
American Trust569$349.0K0.03%+569New
SRN Advisors, LLC570$349.2K0.13%+570New
Fenimore Asset Management Inc572$350.0K0.01%+572New
AIA Group Ltd598$366.0K0.02%+204+51.8%Added
Advisor Resource Council606$372.0K0.03%+183+43.3%Added
Flagship Harbor Advisors, LLC612$375.0K0.04%−39−6.0%Reduced
Integrated Wealth Concepts LLC615$377.0K0.01%−35−5.4%Reduced
Brown Brothers Harriman & Co625$383.0K0.00%−115−15.5%Reduced
Arete Wealth Advisors, LLC643$383.0K0.03%−56−8.0%Reduced
U S Global Investors Inc634$388.0K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd635$389.0K0.07%+99+18.5%Added
Ellevest, Inc.637$390.0K0.03%+22+3.6%Added
Wealthspire Advisors, LLC636$390.0K0.01%+26+4.3%Added
Pitcairn Co641$393.0K0.03%−11−1.7%Reduced
ASB Consultores, LLC644$395.0K0.20%+644New
Welch & Forbes LLC650$398.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.650$398.0K0.04%+92+16.5%Added
Magellan Asset Management Ltd651$399.0K0.00%+178+37.6%Added
Fukoku Mutual Life Insurance Co660$404.0K0.03%−1,140−63.3%Reduced
Group One Trading, L.P.667$409.0K0.01%−593−47.1%Reduced
Meristem Family Wealth, LLC692$424.0K0.04%−94−12.0%Reduced
Resources Investment Advisors, LLC.693$425.0K0.02%−21−2.9%Reduced
Rockland Trust Co695$426.0K0.03%+15+2.2%Added
Lido Advisors, LLC699$428.0K0.01%−15−2.1%Reduced
HBK Sorce Advisory LLC698$428.0K0.02%00.0%Unchanged
Paradigm Asset Management Co LLC700$428.9K0.11%−100−12.5%Reduced
Livforsakringsbolaget Skandia, Omsesidigt700$429.0K0.03%−500−41.7%Reduced
Bradley Foster & Sargent Inc700$429.0K0.01%00.0%Unchanged
Ascent Wealth Partners, LLC704$431.0K0.08%+28+4.1%Added
Exane Derivatives704$431.3K0.10%+477+210.1%Added
Rockefeller Capital Management L.P.707$433.0K0.00%+103+17.1%Added
Ontario Teachers Pension Plan Board713$437.0K0.01%−133−15.7%Reduced
Calamos Advisors LLC716$439.0K0.00%00.0%Unchanged
Metis Global Partners, LLC719$440.0K0.12%+719New
Sentry Investment Management LLC728$446.0K0.12%00.0%Unchanged
Golden State Wealth Management, LLC729$447.0K0.08%+19+2.7%Added
Advisors Asset Management, Inc.730$447.3K0.01%−21−2.8%Reduced
Synovus Financial Corp731$449.0K0.00%+118+19.2%Added
Conning Inc.735$450.0K0.01%−96−11.6%Reduced
SFMG, LLC737$452.0K0.04%−112−13.2%Reduced
BSW Wealth Partners739$453.0K0.11%−130−15.0%Reduced
Symmetry Partners, LLC744$456.0K0.03%−232−23.8%Reduced
Signaturefd, LLC744$456.0K0.01%−10−1.3%Reduced
BMS Financial Advisors, LLC746$457.0K0.29%+746New
Parallel Advisors, LLC749$459.0K0.02%+11+1.5%Added
Chilton Investment Co LLC760$466.0K0.01%−392−34.0%Reduced
CAPROCK Group, Inc.776$475.0K0.04%+178+29.8%Added
MBB Public Markets I LLC778$477.0K0.01%+778New
Elk River Wealth Management, LLC780$478.0K0.11%00.0%Unchanged
Diversified Trust Co782$479.0K0.02%+95+13.8%Added
EverSource Wealth Advisors, LLC789$484.0K0.14%+789New
RFG Advisory, LLC794$486.0K0.03%+56+7.6%Added
Intellectus Partners, LLC805$493.0K0.13%−13−1.6%Reduced
Trust Asset Management LLC807$494.0K0.06%00.0%Unchanged
GFG Capital, LLC817$501.0K0.15%+18+2.3%Added
MAI Capital Management822$504.0K0.01%+59+7.7%Added
Checchi Capital Advisers, LLC833$510.0K0.06%−13−1.5%Reduced
Pathstone Family Office, LLC835$513.0K0.01%+451+117.4%Added
Asahi Life Asset Management Co., Ltd.845$518.0K0.07%+445+111.3%Added
Mitchell & Pahl Private Wealth, LLC847$519.0K0.33%+139+19.6%Added
Texas Capital Bank Wealth Management Services Inc850$521.0K0.05%00.0%Unchanged
Clarius Group, LLC861$528.0K0.04%−57−6.2%Reduced
Pendal Group Limited862$528.0K0.00%+862New
Siemens Fonds Invest GmbH863$529.0K0.03%+3+0.3%Added
Ambassador Advisors, LLC865$530.0K0.10%−3,761−81.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund870$533.0K0.00%−19,940−95.8%Reduced
Regentatlantic Capital LLC872$534.0K0.01%−51−5.5%Reduced
Perigon Wealth Management, LLC877$537.0K0.04%00.0%Unchanged
Versor Investments LP900$551.0K0.02%+900New
Bryn Mawr Trust Co905$554.0K0.02%00.0%Unchanged
Boit C F David910$558.0K0.35%00.0%Unchanged
Coldstream Capital Management Inc925$567.0K0.02%+925New
Wrapmanager Inc944$578.0K0.14%−29−3.0%Reduced
Beacon Pointe Advisors, LLC948$581.0K0.02%−7,015−88.1%Reduced
Telemus Capital, LLC948$581.0K0.05%+86+10.0%Added
Forte Capital LLC954$585.0K0.07%−37−3.7%Reduced
Cerity Partners LLC960$590.0K0.01%+960New
Chicago Partners Investment Group LLC1,109$591.0K0.04%−18−1.6%Reduced
Private Trust Co NA966$592.0K0.08%−6−0.6%Reduced
Grove Bank & Trust971$595.0K0.11%+71+7.9%Added
Raymond James Trust N.A.973$596.0K0.02%+204+26.5%Added
Meiji Yasuda Asset Management Co Ltd.975$597.0K0.04%+100+11.4%Added