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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 987 | $605.0K | 0.00% | −184−15.7% | Reduced |
| Hillsdale Investment Management Inc. | 990 | $607.0K | 0.04% | −50−4.8% | Reduced |
| Camden Capital, LLC | 993 | $608.0K | 0.13% | +123+14.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $612.5K | 0.18% | +1,000 | New |
| Harbor Advisors LLC | 1,000 | $613.0K | 0.11% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,015 | $622.0K | 0.23% | −8−0.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,016 | $622.0K | 0.04% | +1,016 | New |
| Segall Bryant & Hamill, LLC | 1,038 | $635.0K | 0.01% | −147−12.4% | Reduced |
| Walleye Capital LLC | 1,051 | $644.0K | 0.02% | −681−39.3% | Reduced |
| Cresset Asset Management, LLC | 1,052 | $644.0K | 0.01% | −208−16.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,063 | $651.0K | 0.23% | −6−0.6% | Reduced |
| Navellier & Associates Inc | 1,064 | $652.0K | 0.09% | −705−39.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,081 | $662.0K | 0.02% | −33−3.0% | Reduced |
| RB Capital Management, LLC | 1,095 | $671.0K | 0.21% | +140+14.7% | Added |
| Castleview Partners, LLC | 411,892 | $672.0K | 0.01% | +411,892 | New |
| Evercore Wealth Management, LLC | 1,111 | $681.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,114 | $683.0K | 0.00% | −81−6.8% | Reduced |
| Stelac Advisory Services LLC | 1,137 | $697.0K | 0.19% | +82+7.8% | Added |
| Wealth Alliance | 1,148 | $703.0K | 0.14% | −18−1.5% | Reduced |
| Keybank National Association | 1,152 | $706.0K | 0.00% | −208−15.3% | Reduced |
| Sawtooth Solutions, LLC | 1,152 | $706.0K | 0.08% | +151+15.1% | Added |
| Mawer Investment Management Ltd. | 1,152 | $706.0K | 0.00% | +754+189.4% | Added |
| Institute for Wealth Management, LLC. | 1,169 | $716.0K | 0.12% | −36−3.0% | Reduced |
| Vestcor Inc | 1,170 | $717.0K | 0.03% | −955−44.9% | Reduced |
| Assetmark, Inc | 1,189 | $728.0K | 0.00% | +1,063+843.7% | Added |
| Frank, Rimerman Advisors LLC | 1,191 | $729.7K | 0.24% | +154+14.9% | Added |
| Menard Financial Group LLC | 1,200 | $735.0K | 0.60% | −155−11.4% | Reduced |
| Western Financial Corporation | 1,200 | $735.0K | 0.39% | +235+24.4% | Added |
| Personal Cfo Solutions, LLC | 1,210 | $741.0K | 0.14% | +20+1.7% | Added |
| Apollon Wealth Management, LLC | 1,233 | $755.0K | 0.06% | +707+134.4% | Added |
| Davy Global Fund Management Ltd | 1,250 | $766.0K | 0.12% | −577−31.6% | Reduced |
| Oak Ridge Investments LLC | 1,255 | $769.0K | 0.06% | +1,255 | New |
| Mountain Capital Investment Advisors, Inc | 1,402 | $776.0K | 0.35% | +223+18.9% | Added |
| Sigma Planning Corp | 1,270 | $778.0K | 0.02% | +50+4.1% | Added |
| Quadrature Capital Ltd | 1,276 | $781.0K | 0.04% | +1,276 | New |
| Kestra Private Wealth Services, LLC | 1,283 | $786.0K | 0.04% | +826+180.7% | Added |
| Gilbert & Cook, Inc. | 1,287 | $789.0K | 0.13% | +166+14.8% | Added |
| Toroso Investments, LLC | 1,297 | $795.0K | 0.02% | +175+15.6% | Added |
| Pensionfund DSM Netherlands | 1,300 | $796.0K | 0.09% | 00.0% | Unchanged |
| Veriti Management LLC | 1,299 | $796.0K | 0.10% | +441+51.4% | Added |
| Transform Wealth, LLC | 1,312 | $804.0K | 0.08% | −199−13.2% | Reduced |
| Verition Fund Management LLC | 1,321 | $809.0K | 0.01% | +1,321 | New |
| Intercontinental Wealth Advisors, LLC | 1,324 | $811.0K | 0.17% | +565+74.4% | Added |
| IBM Retirement Fund | 1,336 | $819.0K | 0.10% | −925−40.9% | Reduced |
| Wetherby Asset Management Inc | 1,343 | $823.0K | 0.05% | −43−3.1% | Reduced |
| IndexIQ Advisors LLC | 1,347 | $825.0K | 0.03% | −38−2.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,346 | $825.0K | 0.06% | +1,346 | New |
| Donoghue Forlines LLC | 1,348 | $826.0K | 0.14% | +689+104.6% | Added |
| Csenge Advisory Group | 1,548 | $827.0K | 0.07% | −117−7.0% | Reduced |
| Profund Advisors LLC | 1,372 | $841.0K | 0.03% | +101+7.9% | Added |
| Copperwynd Financial, LLC | 1,383 | $847.0K | 0.32% | +81+6.2% | Added |
| Schonfeld Strategic Advisors LLC | 1,384 | $848.0K | 0.01% | −6,439−82.3% | Reduced |
| Empirical Finance, LLC | 1,384 | $848.0K | 0.10% | +373+36.9% | Added |
| D. E. Shaw & Co., Inc. | 1,385 | $848.0K | 0.00% | +967+231.3% | Added |
| Roberts Capital Advisors, LLC | 1,387 | $850.0K | 0.79% | +1,387 | New |
| JSF Financial, LLC | 1,393 | $854.0K | 0.42% | +75+5.7% | Added |
| Ballentine Partners, LLC | 1,396 | $855.0K | 0.03% | +1+0.1% | Added |
| Schechter Investment Advisors, LLC | 1,402 | $858.0K | 0.08% | +1,402 | New |
| Moody Lynn & Lieberson, LLC | 1,407 | $862.0K | 0.06% | +3+0.2% | Added |
| Caxton Associates LP | 1,443 | $884.0K | 0.11% | +1,443 | New |
| Jennison Associates LLC | 1,456 | $892.0K | 0.00% | +1,456 | New |
| Illinois Municipal Retirement Fund | 1,497 | $917.0K | 0.03% | +493+49.1% | Added |
| Advisory Services Network, LLC | 1,519 | $931.0K | 0.03% | −198−11.5% | Reduced |
| Gotham Asset Management, LLC | 1,530 | $937.0K | 0.03% | +754+97.2% | Added |
| Merit Financial Group, LLC | 1,531 | $938.0K | 0.09% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,543 | $945.0K | 0.11% | −18,074−92.1% | Reduced |
| Nomura Holdings Inc | 1,580 | $968.0K | 0.01% | −4,313−73.2% | Reduced |
| City Holding Co | 1,938 | $972.0K | 0.16% | +22+1.1% | Added |
| Sheets Smith Wealth Management | 1,594 | $977.0K | 0.12% | +162+11.3% | Added |
| Point72 Asset Management, L.P. | 1,600 | $980.0K | 0.00% | −3,700−69.8% | Reduced |
| ETF Managers Group, LLC | 1,629 | $998.0K | 0.02% | −1,804−52.5% | Reduced |
| Strategy Asset Managers LLC | 1,656 | $1.01M | 0.26% | −447−21.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,720 | $1.05M | 0.21% | −300−14.9% | Reduced |
| Hanlon Investment Management, Inc. | 1,721 | $1.05M | 0.20% | +36+2.1% | Added |
| CIBC World Markets Inc. | 1,727 | $1.06M | 0.00% | +53+3.2% | Added |
| Balasa Dinverno & Foltz LLC | 1,733 | $1.06M | 0.07% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,743 | $1.07M | 0.57% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,760 | $1.08M | 0.31% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 1,759 | $1.08M | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,765 | $1.08M | 0.21% | +12+0.7% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,767 | $1.08M | 0.12% | −100−5.4% | Reduced |
| National Asset Management, Inc. | 1,793 | $1.10M | 0.03% | +24+1.4% | Added |
| Engineers Gate Manager LP | 1,808 | $1.11M | 0.05% | −2,596−58.9% | Reduced |
| Veritable, L.P. | 1,809 | $1.11M | 0.02% | +168+10.2% | Added |
| TrimTabs Asset Management, LLC | 1,820 | $1.11M | 0.55% | 00.0% | Unchanged |
| Ergoteles LLC | 1,825 | $1.12M | 0.04% | +1,825 | New |
| Cigna Investments Inc | 1,859 | $1.14M | 0.09% | −752−28.8% | Reduced |
| JustInvest LLC | 1,864 | $1.14M | 0.07% | +457+32.5% | Added |
| Inverness Counsel LLC | 1,890 | $1.16M | 0.04% | −21,638−92.0% | Reduced |
| Segment Wealth Management, LLC | 1,891 | $1.16M | 0.12% | +21+1.1% | Added |
| Blair William & Co | 1,923 | $1.18M | 0.00% | +531+38.1% | Added |
| Canandaigua National Corp | 1,924 | $1.18M | 0.17% | −20−1.0% | Reduced |
| Liberty Wealth Management LLC | 1,926 | $1.18M | 0.45% | −25−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,964 | $1.20M | 0.41% | +1,964 | New |
| Vident Investment Advisory, LLC | 1,969 | $1.21M | 0.03% | +346+21.3% | Added |
| Cypress Asset Management Inc | 1,980 | $1.21M | 0.29% | −50−2.5% | Reduced |
| Ieq Capital, LLC | 1,979 | $1.21M | 0.03% | +68+3.6% | Added |
| Exencial Wealth Advisors, LLC | 2,003 | $1.23M | 0.06% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,010 | $1.23M | 0.02% | +10+0.5% | Added |
| NEXT Financial Group, Inc | 2,055 | $1.26M | 0.08% | +197+10.6% | Added |