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 |
|---|---|---|---|---|---|
| K.J. Harrison & Partners Inc | 13,859 | $8.51M | 1.20% | +52+0.4% | Added |
| Yousif Capital Management, LLC | 14,257 | $8.73M | 0.09% | +14,257 | New |
| Gulf International Bank (UK) Ltd | 14,350 | $8.79M | 0.12% | −2,800−16.3% | Reduced |
| British Columbia Investment Management Corp | 14,487 | $8.88M | 0.05% | −767−5.0% | Reduced |
| Utah Retirement Systems | 14,498 | $8.88M | 0.11% | +33+0.2% | Added |
| Marks Group Wealth Management, Inc | 14,528 | $8.92M | 1.09% | +307+2.2% | Added |
| Cambridge Financial Group, Inc. | 14,710 | $9.01M | 3.54% | −820−5.3% | Reduced |
| TD Private Client Wealth LLC | 14,849 | $9.10M | 0.38% | −671−4.3% | Reduced |
| Cinctive Capital Management LP | 14,869 | $9.11M | 0.43% | +14,869 | New |
| Marsico Capital Management LLC | 14,888 | $9.12M | 0.27% | 00.0% | Unchanged |
| Hancock Whitney Corp | 15,209 | $9.32M | 0.29% | −19,871−56.6% | Reduced |
| Evoke Wealth, LLC | 15,352 | $9.41M | 0.30% | −82−0.5% | Reduced |
| APG Asset Management N.V. | 17,695 | $9.53M | 0.02% | −6,900−28.1% | Reduced |
| AQR Capital Management LLC | 15,603 | $9.54M | 0.02% | +6,245+66.7% | Added |
| Sofos Investments, Inc. | 17,164 | $9.59M | 0.75% | +17,148+107,175.0% | Added |
| Forsta Ap-Fonden | 15,800 | $9.68M | 0.10% | −3,000−16.0% | Reduced |
| ExodusPoint Capital Management, LP | 15,844 | $9.71M | 0.12% | +14,697+1,281.3% | Added |
| United Capital Financial Advisers, LLC | 16,360 | $10.0M | 0.05% | +49+0.3% | Added |
| Vontobel Holding Ltd. | 16,383 | $10.0M | 0.08% | −3,402−17.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 16,869 | $10.3M | 0.05% | +306+1.8% | Added |
| Martin Investment Management, LLC | 17,045 | $10.4M | 2.59% | −3,211−15.9% | Reduced |
| Oppenheimer Asset Management Inc. | 17,070 | $10.5M | 0.14% | +307+1.8% | Added |
| Susquehanna Fundamental Investments, LLC | 17,404 | $10.7M | 0.28% | −12,925−42.6% | Reduced |
| Middleton & Co Inc | 17,491 | $10.7M | 1.04% | +176+1.0% | Added |
| Ossiam | 17,696 | $10.8M | 0.28% | +4,342+32.5% | Added |
| CIBC World Markets Corp | 17,766 | $10.9M | 0.06% | −4,013−18.4% | Reduced |
| Brewin Dolphin Ltd | 17,911 | $11.0M | 0.48% | −2,172−10.8% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 17,946 | $11.0M | 1.06% | −124−0.7% | Reduced |
| MetLife Investment Management | 18,216 | $11.2M | 0.09% | −405−2.2% | Reduced |
| Two Sigma Investments, LP | 18,217 | $11.2M | 0.03% | +18,217 | New |
| Axiom Investors LLC | 18,363 | $11.3M | 0.21% | +18,363 | New |
| Personal Capital Advisors Corp | 18,519 | $11.4M | 0.05% | +922+5.2% | Added |
| Dock Street Asset Management Inc | 18,667 | $11.4M | 1.89% | +244+1.3% | Added |
| Marietta Investment Partners LLC | 18,825 | $11.5M | 2.43% | −302−1.6% | Reduced |
| Handelsbanken Fonder AB | 19,166 | $11.7M | 0.06% | −829−4.1% | Reduced |
| Bishop Rock Capital, L.P. | 19,210 | $11.8M | 3.52% | +255+1.3% | Added |
| Jupiter Asset Management Ltd | 19,341 | $11.8M | 0.13% | −7,586−28.2% | Reduced |
| Gabelli Funds LLC | 19,640 | $12.0M | 0.08% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 19,742 | $12.1M | 0.58% | +336+1.7% | Added |
| Capital World Investors | 19,747 | $12.1M | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 20,000 | $12.3M | 0.77% | 00.0% | Unchanged |
| Paloma Partners Management Co | 20,448 | $12.5M | 0.40% | +14,894+268.2% | Added |
| DekaBank Deutsche Girozentrale | 20,400 | $12.7M | 0.03% | −10,299−33.5% | Reduced |
| Hantz Financial Services, Inc. | 20,705 | $12.7M | 0.37% | +982+5.0% | Added |
| Oregon Public Employees Retirement Fund | 21,722 | $13.3M | 0.15% | +14,833+215.3% | Added |
| Bank of Nova Scotia | 21,851 | $13.4M | 0.02% | +9,408+75.6% | Added |
| Renaissance Technologies LLC | 22,121 | $13.6M | 0.02% | +22,121 | New |
| State of Tennessee, Treasury Department | 22,172 | $13.6M | 0.05% | +2,258+11.3% | Added |
| TownSquare Capital, LLC | 22,371 | $13.7M | 0.34% | +1,899+9.3% | Added |
| Arizona State Retirement System | 22,580 | $13.8M | 0.11% | −405−1.8% | Reduced |
| Qube Research & Technologies Ltd | 22,710 | $13.9M | 0.11% | +22,710 | New |
| ProShare Advisors LLC | 22,932 | $14.1M | 0.03% | +3,903+20.5% | Added |
| Ensign Peak Advisors, Inc | 22,972 | $14.1M | 0.03% | −2,000−8.0% | Reduced |
| USS Investment Management Ltd | 23,137 | $14.2M | 0.11% | 00.0% | Unchanged |
| Amalgamated Bank | 23,174 | $14.2M | 0.10% | +3,596+18.4% | Added |
| Andra AP-fonden | 23,300 | $14.3M | 0.29% | +1,900+8.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 23,510 | $14.4M | 0.13% | −785−3.2% | Reduced |
| Janney Montgomery Scott LLC | 23,538 | $14.4M | 0.06% | −287−1.2% | Reduced |
| Lazard Asset Management LLC | 24,038 | $14.7M | 0.02% | −7,562−23.9% | Reduced |
| KBC Group NV | 25,266 | $15.5M | 0.05% | +12,650+100.3% | Added |
| Teachers Retirement System of the State of Kentucky | 25,471 | $15.6M | 0.14% | −2,354−8.5% | Reduced |
| Putnam Investments LLC | 25,626 | $15.7M | 0.02% | +1,078+4.4% | Added |
| People's United Financial, Inc. | 25,735 | $15.8M | 0.38% | −216−0.8% | Reduced |
| Mackenzie Financial Corp | 26,055 | $16.0M | 0.02% | +2,992+13.0% | Added |
| Los Angeles Capital Management LLC | 26,298 | $16.1M | 0.06% | −163−0.6% | Reduced |
| NN Investment Partners Holdings N.V. | 26,504 | $16.2M | 0.08% | +873+3.4% | Added |
| Baldrige Asset Management LLC | 26,683 | $16.3M | 6.37% | −272−1.0% | Reduced |
| State of Alaska, Department of Revenue | 26,877 | $16.5M | 0.16% | +2,531+10.4% | Added |
| Retirement Systems of Alabama | 27,319 | $16.7M | 0.06% | −992−3.5% | Reduced |
| Aviva PLC | 27,323 | $16.7M | 0.07% | +2,802+11.4% | Added |
| Royal London Asset Management Ltd | 27,439 | $16.8M | 0.06% | −966−3.4% | Reduced |
| AGF Investments America Inc. | 27,565 | $16.9M | 3.23% | −3,747−12.0% | Reduced |
| Ninety One UK Ltd | 27,797 | $17.0M | 0.04% | +2,990+12.1% | Added |
| Texas Yale Capital Corp. | 28,457 | $17.4M | 0.89% | +18+0.1% | Added |
| Norinchukin Bank, The | 29,064 | $17.8M | 0.22% | +11,158+62.3% | Added |
| Caisse de Depot Et Placement du Quebec | 29,083 | $17.8M | 0.04% | +10,400+55.7% | Added |
| Treasurer of the State of North Carolina | 29,089 | $17.8M | 0.09% | +190+0.7% | Added |
| Susquehanna International Group, LLP | 29,120 | $17.8M | 0.03% | +10,664+57.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,154 | $17.9M | 0.23% | +1,469+5.3% | Added |
| Nisa Investment Advisors, LLC | 33,469 | $17.9M | 0.13% | −6,729−16.7% | Reduced |
| Pittenger & Anderson Inc | 29,545 | $18.1M | 0.84% | +181+0.6% | Added |
| PGGM Investments | 29,711 | $18.2M | 0.09% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 29,890 | $18.3M | 1.14% | +28,864+2,813.3% | Added |
| National Bank of Canada | 30,107 | $18.4M | 0.08% | +30,107 | New |
| Westpac Banking Corp | 30,435 | $18.6M | 0.19% | −4,092−11.9% | Reduced |
| Standard Life Aberdeen plc | 30,561 | $18.7M | 0.04% | −799−2.5% | Reduced |
| Two Sigma Advisers, LP | 31,000 | $19.0M | 0.05% | +11,900+62.3% | Added |
| Castleark Management LLC | 31,230 | $19.1M | 0.70% | +720+2.4% | Added |
| American International Group, Inc. | 31,306 | $19.2M | 0.10% | +45+0.1% | Added |
| Vancity Investment Management Ltd | 31,645 | $19.4M | 2.23% | +277+0.9% | Added |
| Nomura Asset Management Co Ltd | 31,935 | $19.6M | 0.10% | +14,095+79.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35,501 | $21.8M | 0.20% | −255−0.7% | Reduced |
| TCW Group Inc | 35,793 | $21.9M | 0.18% | +33+0.1% | Added |
| Korea Investment CORP | 36,600 | $22.4M | 0.06% | +22,200+154.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,764 | $22.5M | 0.09% | +5,515+17.1% | Added |
| Quantum Capital Management, LLC | 36,846 | $22.6M | 2.50% | +154+0.4% | Added |
| Brinker Capital Investments, LLC | 37,523 | $23.0M | 0.33% | −10,825−22.4% | Reduced |
| Truist Financial Corp | 38,320 | $23.5M | 0.04% | −780−2.0% | Reduced |
| Cubist Systematic Strategies, LLC | 38,807 | $23.8M | 0.23% | +30,395+361.3% | Added |
| Bridgecreek Investment Management, LLC | 39,010 | $23.9M | 3.26% | −390−1.0% | Reduced |