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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 270,947 | $166.0M | 0.04% | −68,001−20.1% | Reduced |
| Nuveen Asset Management, LLC | 271,413 | $166.3M | 0.05% | −20,876−7.1% | Reduced |
| Royal Bank of Canada | 272,171 | $166.8M | 0.04% | +24,725+10.0% | Added |
| Deutsche Bank AG | 286,031 | $175.3M | 0.08% | −9,023−3.1% | Reduced |
| Swedbank AB | 289,623 | $177.4M | 0.30% | −1,206−0.4% | Reduced |
| Janus Henderson Group PLC | 293,759 | $180.0M | 0.08% | −30,030−9.3% | Reduced |
| Dimensional Fund Advisors LP | 320,086 | $196.1M | 0.06% | −8,956−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 323,142 | $198.0M | 0.81% | −62,850−16.3% | Reduced |
| Bessemer Group Inc | 346,333 | $212.2M | 0.43% | +5,493+1.6% | Added |
| Parametric Portfolio Associates LLC | 365,062 | $223.7M | 0.11% | −5,835−1.6% | Reduced |
| Manufacturers Life Insurance Company, The | 367,173 | $225.0M | 0.14% | +20,019+5.8% | Added |
| Eagle Asset Management Inc | 372,574 | $228.2M | 1.00% | −4,334−1.1% | Reduced |
| Barclays PLC | 372,549 | $228.3M | 0.14% | +46,278+14.2% | Added |
| Morgan Stanley | 381,799 | $233.9M | 0.03% | −3,298−0.9% | Reduced |
| Winslow Capital Management, LLC | 406,029 | $248.8M | 0.92% | +80,416+24.7% | Added |
| Charles Schwab Investment Management Inc | 408,139 | $250.1M | 0.07% | +10,057+2.5% | Added |
| Federated Hermes, Inc. | 465,149 | $285.0M | 0.53% | −7,099−1.5% | Reduced |
| UBS Asset Management Americas Inc | 478,654 | $293.3M | 0.11% | +11,555+2.5% | Added |
| Neuberger Berman Group LLC | 495,518 | $303.1M | 0.24% | −4,148−0.8% | Reduced |
| Wellington Management Group LLP | 557,339 | $341.5M | 0.05% | −110,889−16.6% | Reduced |
| Sustainable Growth Advisers, LP | 564,186 | $345.7M | 1.77% | −17,458−3.0% | Reduced |
| Ameriprise Financial Inc | 577,076 | $353.4M | 0.10% | +11,749+2.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 589,317 | $361.0M | 0.52% | −2,829−0.5% | Reduced |
| Legal & General Group Plc | 603,290 | $369.6M | 0.11% | −15,694−2.5% | Reduced |
| Artisan Partners Limited Partnership | 637,799 | $390.8M | 0.47% | −6,249−1.0% | Reduced |
| Bank of New York Mellon Corp | 645,306 | $395.4M | 0.07% | −12,744−1.9% | Reduced |
| Principal Financial Group Inc | 654,107 | $400.7M | 0.24% | −17,350−2.6% | Reduced |
| Voya Investment Management LLC | 657,714 | $403.0M | 0.77% | +23,209+3.7% | Added |
| Norges Bank | 713,937 | $437.4M | 0.09% | −10,265−1.4% | Reduced |
| WCM Investment Management, LLC | 719,293 | $440.7M | 0.99% | +29,741+4.3% | Added |
| Bank of America Corp | 737,934 | $452.1M | 0.05% | −51,530−6.5% | Reduced |
| Alliancebernstein L.P. | 769,095 | $471.2M | 0.17% | +29,299+4.0% | Added |
| Brown Advisory Inc | 796,760 | $488.2M | 0.60% | +68,207+9.4% | Added |
| Invesco Ltd. | 818,975 | $501.8M | 0.12% | +14,744+1.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 827,011 | $506.7M | 1.17% | +24,260+3.0% | Added |
| Northern Trust Corp | 867,493 | $531.5M | 0.09% | −3,581−0.4% | Reduced |
| JPMorgan Chase & Co | 872,945 | $534.8M | 0.07% | +8,753+1.0% | Added |
| Durable Capital Partners LP | 956,595 | $586.1M | 4.58% | +66,653+7.5% | Added |
| American Century Companies Inc | 1,191,473 | $730.0M | 0.46% | −153,155−11.4% | Reduced |
| Capital International Investors | 1,210,776 | $741.8M | 0.16% | −219,187−15.3% | Reduced |
| Franklin Resources Inc | 1,300,588 | $796.9M | 0.29% | +12,185+0.9% | Added |
| Polen Capital Management LLC | 1,416,033 | $867.6M | 1.46% | +32,539+2.4% | Added |
| Geode Capital Management, LLC | 1,527,200 | $933.4M | 0.11% | +71,731+4.9% | Added |
| Fiera Capital Corp | 2,107,148 | $1.29B | 3.03% | −77,928−3.6% | Reduced |
| Bamco Inc | 2,140,588 | $1.31B | 2.79% | −28,964−1.3% | Reduced |
| Price T Rowe Associates Inc | 2,262,969 | $1.39B | 0.12% | −847,456−27.2% | Reduced |
| Massachusetts Financial Services Co | 2,909,071 | $1.78B | 0.49% | +48,326+1.7% | Added |
| FMR LLC | 3,617,989 | $2.22B | 0.16% | +10,556+0.3% | Added |
| State Street Corp | 3,662,015 | $2.24B | 0.11% | +77,739+2.2% | Added |
| BlackRock Inc. | 6,730,522 | $4.12B | 0.11% | +360,156+5.7% | Added |
| Vanguard Group Inc | 8,548,608 | $5.24B | 0.12% | +34,664+0.4% | Added |
| Harbor Spring Capital, LLC | 0 | $0 | 0.00% | −45,500−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −30,510−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −29,974−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −10,861−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −8,038−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,411−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −5,669−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −4,240−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,132−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,827−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −816−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Fundamentun, LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −403−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −55−100.0% | Sold out |