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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 39,987 | $24.5M | 0.05% | +453+1.1% | Added |
| Capstone Investment Advisors, LLC | 40,001 | $24.5M | 0.39% | +40,001 | New |
| LPL Financial LLC | 40,007 | $24.5M | 0.02% | +5,134+14.7% | Added |
| BNP Paribas Arbitrage, SA | 41,016 | $25.1M | 0.06% | −7,675−15.8% | Reduced |
| Storebrand Asset Management AS | 41,576 | $25.5M | 0.11% | +921+2.3% | Added |
| FDx Advisors, Inc. | 41,949 | $25.7M | 0.71% | +2,723+6.9% | Added |
| Rafferty Asset Management, LLC | 42,321 | $25.9M | 0.14% | +3,793+9.8% | Added |
| Agf Investments Inc. | 43,297 | $26.5M | 0.19% | +11,380+35.7% | Added |
| Teacher Retirement System of Texas | 43,934 | $26.9M | 0.12% | +14,952+51.6% | Added |
| Asset Management One Co.,Ltd. | 45,657 | $28.1M | 0.10% | +1,378+3.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 45,898 | $28.1M | 0.06% | −971−2.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 47,164 | $28.9M | 2.29% | +1,870+4.1% | Added |
| Natixis Advisors, L.P. | 47,337 | $29.0M | 0.11% | +1,954+4.3% | Added |
| State of New Jersey Common Pension Fund D | 47,662 | $29.2M | 0.08% | −281−0.6% | Reduced |
| Trillium Asset Management, LLC | 47,697 | $29.2M | 0.69% | −3,539−6.9% | Reduced |
| Public Employees Retirement System of Ohio | 48,124 | $29.5M | 0.10% | +2,154+4.7% | Added |
| Toronto Dominion Bank | 48,279 | $29.6M | 0.04% | +6,926+16.7% | Added |
| State of Wisconsin Investment Board | 50,865 | $31.2M | 0.06% | −1,159−2.2% | Reduced |
| Gateway Investment Advisers LLC | 51,769 | $31.7M | 0.30% | −120−0.2% | Reduced |
| Thrivent Financial for Lutherans | 52,636 | $32.2M | 0.06% | −2,248−4.1% | Reduced |
| AustralianSuper Pty Ltd | 55,300 | $32.7M | 0.18% | +17,083+44.7% | Added |
| Main Street Research LLC | 54,105 | $33.1M | 2.56% | +2,024+3.9% | Added |
| Capitolis Advisors LLC | 54,312 | $33.3M | 0.20% | +47,180+661.5% | Added |
| Sarasin & Partners LLP | 56,739 | $34.8M | 0.32% | +3,184+5.9% | Added |
| NFJ Investment Group, LLC | 56,776 | $34.8M | 0.63% | −2,209−3.7% | Reduced |
| Aristotle Atlantic Partners, LLC | 57,587 | $35.3M | 2.05% | +1,403+2.5% | Added |
| First Trust Advisors LP | 57,601 | $35.3M | 0.03% | +25,532+79.6% | Added |
| First Republic Investment Management, Inc. | 57,970 | $35.5M | 0.08% | +1,702+3.0% | Added |
| Pictet Asset Management SA | 59,515 | $36.5M | 0.04% | −2,585−4.2% | Reduced |
| Assenagon Asset Management S.A. | 60,240 | $36.9M | 0.14% | +52,373+665.7% | Added |
| SeaTown Holdings Pte. Ltd. | 62,343 | $38.2M | 2.07% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 62,350 | $38.2M | 0.19% | −6,787−9.8% | Reduced |
| Squarepoint Ops LLC | 62,682 | $38.4M | 0.19% | +60,706+3,072.2% | Added |
| Williams Jones Wealth Management, LLC. | 63,151 | $38.7M | 0.48% | +3,999+6.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 63,638 | $39.0M | 0.13% | −3,802−5.6% | Reduced |
| Stifel Financial Corp | 66,147 | $40.5M | 0.05% | +47+0.1% | Added |
| CIBC Private Wealth Group, LLC | 66,210 | $40.6M | 0.08% | −54−0.1% | Reduced |
| Citadel Advisors LLC | 69,529 | $42.6M | 0.05% | −67,866−49.4% | Reduced |
| 2Xideas AG | 70,626 | $43.3M | 2.61% | +4,162+6.3% | Added |
| Millennium Management LLC | 70,781 | $43.4M | 0.05% | +39,196+124.1% | Added |
| Zurich Insurance Group Ltd | 75,375 | $46.2M | 0.52% | −3,730−4.7% | Reduced |
| Great West Life Assurance Co | 76,216 | $46.6M | 0.10% | +5,505+7.8% | Added |
| NS Partners Ltd | 76,161 | $46.7M | 2.19% | +287+0.4% | Added |
| Bowie Capital Management, LLC | 76,775 | $47.0M | 5.44% | −3,931−4.9% | Reduced |
| Nordea Investment Management AB | 77,158 | $47.2M | 0.06% | +3,777+5.1% | Added |
| STRS Ohio | 80,965 | $49.6M | 0.17% | −10,166−11.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 83,151 | $50.9M | 0.11% | −3,672−4.2% | Reduced |
| Voloridge Investment Management, LLC | 85,307 | $52.3M | 0.29% | +23,208+37.4% | Added |
| Citigroup Inc | 87,074 | $53.4M | 0.05% | +2,310+2.7% | Added |
| Adage Capital Partners GP, L.L.C. | 87,900 | $53.9M | 0.10% | +200+0.2% | Added |
| Canada Pension Plan Investment Board | 89,791 | $55.0M | 0.06% | +25,000+38.6% | Added |
| Ycg, LLC | 89,833 | $55.0M | 4.84% | −18,426−17.0% | Reduced |
| Kornitzer Capital Management Inc | 89,965 | $55.1M | 0.82% | −827−0.9% | Reduced |
| New York State Teachers Retirement System | 91,476 | $56.0M | 0.11% | −223−0.2% | Reduced |
| CIBC Asset Management Inc | 94,811 | $58.1M | 0.21% | −261−0.3% | Reduced |
| Capital International Inc | 94,883 | $58.1M | 0.54% | −939−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 96,481 | $59.1M | 0.07% | +96,481 | New |
| Prudential Financial Inc | 93,299 | $60.5M | 0.08% | −4,762−4.9% | Reduced |
| Senator Investment Group LP | 100,000 | $61.3M | 1.18% | +60,000+150.0% | Added |
| State Board of Administration of Florida Retirement System | 105,970 | $64.9M | 0.12% | −1,823−1.7% | Reduced |
| New York State Common Retirement Fund | 108,540 | $66.5M | 0.07% | −3,944−3.5% | Reduced |
| Credit Suisse AG | 109,533 | $67.1M | 0.05% | −3,908−3.4% | Reduced |
| HighTower Advisors, LLC | 115,496 | $70.8M | 0.16% | +2,076+1.8% | Added |
| National Pension Service | 118,212 | $72.4M | 0.13% | −8,882−7.0% | Reduced |
| Capital Group Private Client Services, Inc. | 118,362 | $72.5M | 0.77% | −2,933−2.4% | Reduced |
| Ardevora Asset Management LLP | 121,514 | $74.5M | 0.79% | −1,800−1.5% | Reduced |
| GFI Investment Counsel Ltd. | 121,933 | $74.7M | 8.65% | +151+0.1% | Added |
| Bank of Montreal | 122,018 | $75.1M | 0.04% | −43,011−26.1% | Reduced |
| Westfield Capital Management Co LP | 126,431 | $77.5M | 0.46% | −3,185−2.5% | Reduced |
| Raymond James & Associates | 126,498 | $77.5M | 0.06% | +12,170+10.6% | Added |
| Rhumbline Advisers | 131,717 | $80.7M | 0.10% | +3,342+2.6% | Added |
| Loomis Sayles & Co L P | 132,733 | $81.3M | 0.10% | −2,903−2.1% | Reduced |
| Baird Financial Group, Inc. | 135,688 | $83.1M | 0.19% | −5,444−3.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 137,000 | $83.9M | 0.96% | 00.0% | Unchanged |
| California State Teachers Retirement System | 144,392 | $88.5M | 0.10% | +2,584+1.8% | Added |
| UBS Group AG | 152,122 | $93.2M | 0.04% | −55,043−26.6% | Reduced |
| TD Asset Management Inc | 153,570 | $94.1M | 0.08% | +17,417+12.8% | Added |
| Schroder Investment Management Group | 155,900 | $95.5M | 0.13% | −60,216−27.9% | Reduced |
| State of Michigan Retirement System | 158,556 | $97.1M | 0.51% | +18,800+13.5% | Added |
| SEI Investments Co | 160,985 | $98.6M | 0.18% | +16,938+11.8% | Added |
| California Public Employees Retirement System | 175,689 | $107.6M | 0.07% | −3,932−2.2% | Reduced |
| HSBC Holdings PLC | 179,206 | $110.1M | 0.12% | +55,470+44.8% | Added |
| Atalan Capital Partners, LP | 185,000 | $113.3M | 7.24% | 00.0% | Unchanged |
| Findlay Park Partners LLP | 187,893 | $115.1M | 0.77% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 195,382 | $119.7M | 0.06% | +10,592+5.7% | Added |
| Frontier Capital Management Co LLC | 196,770 | $120.6M | 0.95% | −15,237−7.2% | Reduced |
| Fisher Asset Management, LLC | 205,655 | $126.0M | 0.07% | +10,522+5.4% | Added |
| Capital Research Global Investors | 206,863 | $126.7M | 0.03% | +940.0% | Added |
| Amundi | 240,362 | $128.2M | 0.08% | +20,846+9.5% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 210,971 | $129.3M | 0.32% | +451+0.2% | Added |
| Lord, Abbett & Co. LLC | 220,707 | $135.2M | 0.31% | −92,477−29.5% | Reduced |
| Russell Investments Group, Ltd. | 223,502 | $136.9M | 0.22% | +3,509+1.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 224,976 | $137.8M | 0.08% | −10,158−4.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 242,774 | $148.7M | 0.48% | −3,553−1.4% | Reduced |
| Victory Capital Management Inc | 244,737 | $149.9M | 0.14% | −29,574−10.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 244,840 | $150.0M | 0.18% | +74,756+44.0% | Added |
| AXA S.A. | 246,778 | $151.2M | 0.39% | −32,514−11.6% | Reduced |
| Allianz Asset Management GmbH | 264,782 | $162.2M | 0.12% | +8,589+3.4% | Added |
| Echo Street Capital Management LLC | 265,952 | $162.9M | 1.09% | +4,692+1.8% | Added |
| Goldman Sachs Group Inc | 270,505 | $165.7M | 0.04% | −15,742−5.5% | Reduced |