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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 2,077 | $1.27M | 0.02% | +596+40.2% | Added |
| Wolverine Trading, LLC | 2,086 | $1.28M | 0.02% | −41−1.9% | Reduced |
| Stevens Capital Management LP | 2,090 | $1.28M | 0.29% | +2,090 | New |
| Fred Alger Management, LLC | 2,099 | $1.29M | 0.00% | +120+6.1% | Added |
| Dana Investment Advisors, Inc. | 2,103 | $1.29M | 0.06% | −40−1.9% | Reduced |
| Trexquant Investment LP | 2,114 | $1.29M | 0.08% | +1,763+502.3% | Added |
| Quantamental Technologies LLC | 2,123 | $1.30M | 0.66% | +2,123 | New |
| Greenleaf Trust | 2,126 | $1.30M | 0.02% | +133+6.7% | Added |
| Capital Asset Advisory Services LLC | 2,156 | $1.32M | 0.14% | −361−14.3% | Reduced |
| Cetera Advisor Networks LLC | 2,187 | $1.34M | 0.02% | −5−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,202 | $1.35M | 0.13% | +56+2.6% | Added |
| Davidson Capital Management Inc. | 2,224 | $1.36M | 0.75% | +107+5.1% | Added |
| Byrne Asset Management LLC | 2,238 | $1.37M | 0.89% | +2,238 | New |
| Horizon Investments, LLC | 2,242 | $1.37M | 0.04% | +151+7.2% | Added |
| Commonwealth Equity Services, LLC | 2,268 | $1.39M | 0.00% | −190−7.7% | Reduced |
| LVW Advisors, LLC | 2,296 | $1.41M | 0.24% | −22−0.9% | Reduced |
| Bienville Capital Management, LLC | 2,310 | $1.42M | 1.02% | 00.0% | Unchanged |
| O'Shares Investment Advisers, LLC | 2,319 | $1.42M | 0.10% | +167+7.8% | Added |
| Everence Capital Management Inc | 2,327 | $1.43M | 0.11% | +530+29.5% | Added |
| Montanaro Asset Management Ltd | 2,350 | $1.44M | 0.15% | +350+17.5% | Added |
| Seeyond | 2,366 | $1.45M | 0.13% | −441−15.7% | Reduced |
| Bennett Selby Investments LP | 2,374 | $1.46M | 0.84% | +10.0% | Added |
| Tredje AP-fonden | 2,399 | $1.47M | 0.03% | +2,399 | New |
| Cambridge Investment Research Advisors, Inc. | 2,419 | $1.48M | 0.01% | +194+8.7% | Added |
| Redpoint Investment Management Pty Ltd | 2,421 | $1.48M | 0.12% | −32−1.3% | Reduced |
| Contravisory Investment Management, Inc. | 2,424 | $1.49M | 0.40% | +142+6.2% | Added |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.49M | 0.52% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 2,493 | $1.53M | 0.40% | +18+0.7% | Added |
| Creative Planning | 2,605 | $1.60M | 0.00% | +315+13.8% | Added |
| M&T Bank Corp | 2,617 | $1.60M | 0.01% | +87+3.4% | Added |
| Edmond de Rothschild Holding S.A. | 2,662 | $1.63M | 0.04% | +243+10.0% | Added |
| Eaton Vance Management | 2,710 | $1.66M | 0.00% | −25−0.9% | Reduced |
| Avestar Capital, LLC | 2,714 | $1.66M | 0.30% | −237−8.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 2,738 | $1.68M | 0.18% | +195+7.7% | Added |
| Helios Capital Management Pte. Ltd | 2,840 | $1.74M | 1.58% | +2,840 | New |
| Alberta Investment Management Corp | 2,876 | $1.76M | 0.01% | +2,876 | New |
| Kestra Advisory Services, LLC | 2,879 | $1.76M | 0.02% | −5,042−63.7% | Reduced |
| Davenport & Co LLC | 2,880 | $1.76M | 0.01% | +1,313+83.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,899 | $1.78M | 0.01% | −13,291−82.1% | Reduced |
| Icon Wealth Partners, LLC | 2,985 | $1.83M | 0.18% | +96+3.3% | Added |
| Arbor Capital Management Inc | 2,998 | $1.84M | 1.30% | +2,998 | New |
| First Manhattan Co | 3,000 | $1.84M | 0.01% | 00.0% | Unchanged |
| Advisor Partners LLC | 3,044 | $1.86M | 0.11% | −247−7.5% | Reduced |
| Allstate Corp | 3,089 | $1.89M | 0.04% | +2,146+227.6% | Added |
| Baker Tilly Wealth Management, LLC | 3,128 | $1.92M | 0.21% | +474+17.9% | Added |
| AdvisorShares Investments LLC | 3,138 | $1.92M | 0.23% | +3,138 | New |
| Angeles Investment Advisors, LLC | 3,142 | $1.93M | 0.10% | −1,052−25.1% | Reduced |
| Banque Cantonale Vaudoise | 3,200 | $1.96M | 0.08% | +2,200+220.0% | Added |
| Fairbanks Capital Management, Inc. | 3,252 | $1.99M | 1.45% | −251−7.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 3,278 | $2.01M | 0.09% | +3,278 | New |
| Bank Hapoalim BM | 3,290 | $2.02M | 0.20% | −413−11.2% | Reduced |
| Bessemer Securities LLC | 3,304 | $2.02M | 0.55% | +712+27.5% | Added |
| Cetera Investment Advisers | 3,380 | $2.07M | 0.03% | +17+0.5% | Added |
| Ghe, LLC | 3,440 | $2.11M | 1.62% | +3,440 | New |
| Patton Fund Management, Inc. | 3,447 | $2.11M | 0.64% | −1,226−26.2% | Reduced |
| First Hawaiian Bank | 3,470 | $2.13M | 0.06% | +2+0.1% | Added |
| Sheets Smith Investment Management | 3,471 | $2.13M | 1.51% | +3,471 | New |
| Paragon Advisors, LLC | 3,477 | $2.13M | 1.04% | +315+10.0% | Added |
| NewEdge Wealth, LLC | 3,499 | $2.14M | 0.09% | +106+3.1% | Added |
| Park Avenue Securities LLC | 3,513 | $2.15M | 0.04% | +180+5.4% | Added |
| Corient Capital Partners, LLC | 3,590 | $2.20M | 0.15% | +296+9.0% | Added |
| Marshall Wace, LLP | 3,625 | $2.22M | 0.00% | −4,301−54.3% | Reduced |
| Sumitomo Life Insurance Co | 3,673 | $2.25M | 0.05% | −102−2.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,709 | $2.27M | 0.04% | −35−0.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,795 | $2.33M | 0.01% | +200+5.6% | Added |
| Ethic Inc. | 3,832 | $2.35M | 0.18% | +784+25.7% | Added |
| Panagora Asset Management Inc | 3,837 | $2.35M | 0.01% | −1,878−32.9% | Reduced |
| Virtue Capital Management, LLC | 3,837 | $2.35M | 0.35% | +380+11.0% | Added |
| YorkBridge Wealth Partners, LLC | 3,855 | $2.36M | 0.53% | +102+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,857 | $2.36M | 0.04% | +64+1.7% | Added |
| E. Ohman J:or Asset Management AB | 3,912 | $2.40M | 0.07% | +300+8.3% | Added |
| Employees Retirement System of Texas | 3,951 | $2.42M | 0.03% | 00.0% | Unchanged |
| HWG Holdings LP | 4,008 | $2.46M | 1.15% | +4,008 | New |
| Westwood Holdings Group Inc. | 4,138 | $2.54M | 0.02% | +1,778+75.3% | Added |
| Alamar Capital Management, LLC | 4,151 | $2.54M | 1.83% | −723−14.8% | Reduced |
| Candriam Luxembourg S.C.A. | 4,269 | $2.62M | 0.02% | −23−0.5% | Reduced |
| Equitable Trust Co | 4,422 | $2.71M | 0.17% | −99−2.2% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,491 | $2.75M | 0.62% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,500 | $2.76M | 0.21% | −600−11.8% | Reduced |
| SG Americas Securities, LLC | 4,595 | $2.81M | 0.02% | −297−6.1% | Reduced |
| Shell Asset Management Co | 4,599 | $2.82M | 0.06% | −211−4.4% | Reduced |
| Birinyi Associates Inc | 4,600 | $2.82M | 0.88% | +350+8.2% | Added |
| Fortis Capital Management LLC | 4,606 | $2.82M | 1.48% | +125+2.8% | Added |
| Mercer Global Advisors Inc | 4,611 | $2.83M | 0.02% | +173+3.9% | Added |
| Colony Group LLC | 4,616 | $2.83M | 0.05% | −165−3.5% | Reduced |
| Paradiem, LLC | 5,306 | $2.85M | 0.93% | +303+6.1% | Added |
| Advisor OS, LLC | 4,658 | $2.85M | 0.58% | +257+5.8% | Added |
| Gamco Investors, Inc. Et Al | 4,724 | $2.89M | 0.02% | −86−1.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 4,740 | $2.90M | 0.14% | −4,021−45.9% | Reduced |
| Fifth Third Bancorp | 4,782 | $2.93M | 0.01% | +406+9.3% | Added |
| GWM Advisors LLC | 4,824 | $2.96M | 0.04% | +2,791+137.3% | Added |
| Grace Capital | 4,850 | $2.97M | 1.76% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 4,956 | $3.04M | 0.35% | −1,273−20.4% | Reduced |
| Banque Pictet & Cie SA | 4,960 | $3.04M | 0.02% | +4,960 | New |
| New Mexico Educational Retirement Board | 5,000 | $3.06M | 0.10% | −400−7.4% | Reduced |
| ProVise Management Group, LLC | 5,011 | $3.07M | 0.28% | −136−2.6% | Reduced |
| Kentucky Retirement Systems | 5,029 | $3.08M | 0.13% | +228+4.7% | Added |
| Orion Portfolio Solutions, LLC | 5,032 | $3.08M | 0.10% | +540+12.0% | Added |
| Freedom Day Solutions, LLC | 5,130 | $3.14M | 1.27% | −537−9.5% | Reduced |
| Louisiana State Employees Retirement System | 5,200 | $3.19M | 0.07% | +100+2.0% | Added |