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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
Grandeur Peak Global Advisors, LLC5,327$3.26M0.15%−568−9.6%Reduced
Proequities, Inc.5,350$3.28M0.19%+20+0.4%Added
Jefferies Group LLC5,410$3.31M0.06%+5,044+1,378.1%Added
Crossmark Global Holdings, Inc.5,429$3.33M0.07%−3,171−36.9%Reduced
PFG Advisors5,466$3.35M0.34%+53+1.0%Added
Gardner Lewis Asset Management L P5,550$3.40M0.66%00.0%Unchanged
Daiwa Securities Group Inc.5,604$3.43M0.02%+85+1.5%Added
Gofen & Glossberg LLC5,655$3.46M0.07%+3+0.1%Added
Spectrum Management Group, LLC5,677$3.48M0.50%+538+10.5%Added
Wealthfront Advisers LLC5,739$3.52M0.01%−294−4.9%Reduced
Sustainable Insight Capital Management, LLC5,762$3.53M1.90%−262−4.3%Reduced
AlphaCrest Capital Management LLC5,762$3.53M0.13%+3,690+178.1%Added
Chase Investment Counsel Corp5,783$3.54M1.42%−26−0.4%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC6,046$3.70M0.02%+524+9.5%Added
Maryland State Retirement & Pension System6,112$3.75M0.10%00.0%Unchanged
Jane Street Group, LLC6,149$3.77M0.01%+905+17.3%Added
Level Four Advisory Services, LLC6,279$3.85M0.29%−904−12.6%Reduced
Tower Research Capital LLC (TRC)6,447$3.95M0.07%+4,981+339.8%Added
LGT Fund Management Co Ltd.6,500$3.98M1.15%+6,500New
Pinebridge Investments, L.P.6,505$3.99M0.04%+6,505New
Financial Counselors Inc6,719$4.12M0.08%+259+4.0%Added
Redwood Investments, LLC6,775$4.15M0.33%+396+6.2%Added
Banco Bilbao Vizcaya Argentaria, S.A.6,827$4.18M0.06%+4,806+237.8%Added
Credit Agricole S A6,998$4.29M0.14%+312+4.7%Added
Covington Capital Management7,016$4.30M0.15%+75+1.1%Added
Securian Asset Management, Inc7,074$4.33M0.08%−200−2.7%Reduced
Capital International Sarl7,150$4.38M0.21%+346+5.1%Added
EFG Asset Management (Americas) Corp.7,142$4.39M0.74%+24+0.3%Added
Scotia Capital Inc.7,330$4.49M0.03%+878+13.6%Added
Ninety One North America, Inc.7,337$4.50M0.16%+1,878+34.4%Added
Fernwood Investment Management, LLC7,366$4.51M1.48%+422+6.1%Added
Settian Capital LP7,450$4.57M3.95%+7,450New
Pacer Advisors, Inc.7,516$4.61M0.05%+2,952+64.7%Added
Security Asset Management7,550$4.63M1.80%00.0%Unchanged
PEAK6 Investments LLC7,595$4.65M0.13%+7,593+379,650.0%Added
Flputnam Investment Management Co7,645$4.68M0.14%+1,477+23.9%Added
C WorldWide Group Holding A/S7,782$4.77M0.05%00.0%Unchanged
Macquarie Group Ltd7,806$4.78M0.00%−2,424−23.7%Reduced
Dorsey Wright & Associates7,839$4.80M0.99%+119+1.5%Added
Alcosta Capital Management, Inc.8,007$4.91M2.95%+47+0.6%Added
Kadensa Capital Ltd8,125$4.98M1.52%+8,125New
B. Metzler seel. Sohn & Co. AG8,198$5.02M0.07%+8,198New
Atria Investments LLC8,355$5.12M0.09%−849−9.2%Reduced
Hartford Investment Management Co8,382$5.14M0.12%+676+8.8%Added
Raymond James Financial Services Advisors, Inc.8,447$5.18M0.01%+389+4.8%Added
Stephens Inc8,491$5.20M0.08%−8−0.1%Reduced
Private Advisor Group, LLC8,568$5.25M0.04%−2,185−20.3%Reduced
US Bancorp8,713$5.34M0.01%+251+3.0%Added
Dakota Wealth Management8,821$5.41M0.57%+395+4.7%Added
Northwest & Ethical Investments L.P.8,930$5.47M0.16%+600+7.2%Added
Glenmede Trust Co NA8,999$5.51M0.03%+340+3.9%Added
Quantbot Technologies LP9,236$5.66M0.46%+8,239+826.4%Added
Donaldson Capital Management, LLC9,524$5.83M0.26%−62−0.6%Reduced
King Luther Capital Management Corp9,595$5.88M0.03%−15−0.2%Reduced
Nissay Asset Management Corp9,613$5.89M0.05%−1,737−15.3%Reduced
Rheos Capital Works Inc.9,800$6.00M0.26%−23,000−70.1%Reduced
Banco Santander, S.A.9,835$6.03M0.03%+262+2.7%Added
AE Wealth Management LLC9,866$6.04M0.04%−717−6.8%Reduced
Leverage Partners Absolute Return Fund SPC10,020$6.14M3.53%+4,020+67.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,349$6.34M0.07%+18+0.2%Added
Blueshift Asset Management, LLC10,386$6.36M0.56%+10,386New
PDT Partners, LLC10,400$6.37M0.49%−1,000−8.8%Reduced
DuPont Capital Management Corp10,628$6.51M0.23%−1,759−14.2%Reduced
IFM Investors Pty Ltd10,715$6.57M0.12%−88−0.8%Reduced
ING Groep NV10,761$6.59M0.06%+3,840+55.5%Added
CWM Advisors, LLC10,865$6.66M0.76%+1,365+14.4%Added
Worldquant Millennium Advisors LLC11,039$6.76M0.13%+11,039New
The PNC Financial Services Group, Inc.11,042$6.76M0.01%+1,512+15.9%Added
Commerce Bank11,064$6.78M0.04%−303−2.7%Reduced
Guggenheim Capital LLC11,066$6.78M0.04%+3,370+43.8%Added
MML Investors Services, LLC11,153$6.83M0.05%+1,542+16.0%Added
McKinley Capital Management LLC /Delaware11,182$6.85M0.61%−24−0.2%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd11,225$6.88M0.14%+71+0.6%Added
Twin Tree Management, LP11,231$6.88M0.17%+4,413+64.7%Added
Xponance, Inc.11,247$6.89M0.11%+1,269+12.7%Added
Bokf, NA11,262$6.90M0.11%+646+6.1%Added
Texas Permanent School Fund11,372$6.97M0.09%−1,366−10.7%Reduced
Tudor Investment Corp Et Al11,590$7.10M0.14%+10,950+1,710.9%Added
AMG National Trust Bank11,804$7.23M0.22%−12−0.1%Reduced
Mutual of America Capital Management LLC11,811$7.24M0.07%+68+0.6%Added
Metropolitan Life Insurance Co11,858$7.27M0.10%−299−2.5%Reduced
Cunning Capital Partners, LP11,900$7.29M3.97%00.0%Unchanged
DnB Asset Management AS11,901$7.29M0.04%+808+7.3%Added
Applied Research Investments, LLC11,926$7.31M2.41%+901+8.2%Added
Acadian Asset Management LLC12,040$7.37M0.03%−4,290−26.3%Reduced
Comerica Bank14,960$7.37M0.05%−746−4.7%Reduced
Baldwin Brothers Inc12,103$7.42M0.74%−671−5.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)12,148$7.44M0.04%−12,046−49.8%Reduced
Swiss Life Asset Management Ltd12,266$7.52M0.10%−19−0.2%Reduced
Mackay Shields LLC12,287$7.53M0.06%−295−2.3%Reduced
Eqis Capital Management, Inc.12,394$7.59M0.56%−2,902−19.0%Reduced
Progressive Investment Management Corp12,399$7.60M2.11%+21+0.2%Added
Natixis12,500$7.66M0.03%−12,340−49.7%Reduced
First Horizon Advisors, Inc.13,040$7.99M0.24%−284−2.1%Reduced
Logan Capital Management Inc13,091$8.02M0.35%+57+0.4%Added
Vestmark Advisory Solutions, Inc.13,111$8.03M0.45%+879+7.2%Added
Axxcess Wealth Management, LLC13,426$8.22M0.62%+13,426New
Empire Life Investments Inc.13,695$8.39M0.51%+188+1.4%Added
Public Sector Pension Investment Board13,753$8.43M0.05%−160−1.2%Reduced
Taikang Asset Management (Hong Kong) Co Ltd13,764$8.43M1.68%00.0%Unchanged