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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 22,710 | $13.9M | 0.11% | +22,710 | New |
| Arizona State Retirement System | 22,580 | $13.8M | 0.11% | −405−1.8% | Reduced |
| TownSquare Capital, LLC | 22,371 | $13.7M | 0.34% | +1,899+9.3% | Added |
| State of Tennessee, Treasury Department | 22,172 | $13.6M | 0.05% | +2,258+11.3% | Added |
| Renaissance Technologies LLC | 22,121 | $13.6M | 0.02% | +22,121 | New |
| Bank of Nova Scotia | 21,851 | $13.4M | 0.02% | +9,408+75.6% | Added |
| Oregon Public Employees Retirement Fund | 21,722 | $13.3M | 0.15% | +14,833+215.3% | 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 |
| Paloma Partners Management Co | 20,448 | $12.5M | 0.40% | +14,894+268.2% | Added |
| RBF Capital, LLC | 20,000 | $12.3M | 0.77% | 00.0% | Unchanged |
| Capital World Investors | 19,747 | $12.1M | 0.00% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 19,742 | $12.1M | 0.58% | +336+1.7% | Added |
| Gabelli Funds LLC | 19,640 | $12.0M | 0.08% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 19,341 | $11.8M | 0.13% | −7,586−28.2% | Reduced |
| Bishop Rock Capital, L.P. | 19,210 | $11.8M | 3.52% | +255+1.3% | Added |
| Handelsbanken Fonder AB | 19,166 | $11.7M | 0.06% | −829−4.1% | Reduced |
| Marietta Investment Partners LLC | 18,825 | $11.5M | 2.43% | −302−1.6% | Reduced |
| Dock Street Asset Management Inc | 18,667 | $11.4M | 1.89% | +244+1.3% | Added |
| Personal Capital Advisors Corp | 18,519 | $11.4M | 0.05% | +922+5.2% | Added |
| Axiom Investors LLC | 18,363 | $11.3M | 0.21% | +18,363 | New |
| Two Sigma Investments, LP | 18,217 | $11.2M | 0.03% | +18,217 | New |
| MetLife Investment Management | 18,216 | $11.2M | 0.09% | −405−2.2% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 17,946 | $11.0M | 1.06% | −124−0.7% | Reduced |
| Brewin Dolphin Ltd | 17,911 | $11.0M | 0.48% | −2,172−10.8% | Reduced |
| CIBC World Markets Corp | 17,766 | $10.9M | 0.06% | −4,013−18.4% | Reduced |
| Ossiam | 17,696 | $10.8M | 0.28% | +4,342+32.5% | Added |
| Middleton & Co Inc | 17,491 | $10.7M | 1.04% | +176+1.0% | Added |
| Susquehanna Fundamental Investments, LLC | 17,404 | $10.7M | 0.28% | −12,925−42.6% | Reduced |
| Oppenheimer Asset Management Inc. | 17,070 | $10.5M | 0.14% | +307+1.8% | Added |
| Martin Investment Management, LLC | 17,045 | $10.4M | 2.59% | −3,211−15.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 16,869 | $10.3M | 0.05% | +306+1.8% | Added |
| Vontobel Holding Ltd. | 16,383 | $10.0M | 0.08% | −3,402−17.2% | Reduced |
| United Capital Financial Advisers, LLC | 16,360 | $10.0M | 0.05% | +49+0.3% | Added |
| ExodusPoint Capital Management, LP | 15,844 | $9.71M | 0.12% | +14,697+1,281.3% | Added |
| Forsta Ap-Fonden | 15,800 | $9.68M | 0.10% | −3,000−16.0% | Reduced |
| Sofos Investments, Inc. | 17,164 | $9.59M | 0.75% | +17,148+107,175.0% | Added |
| AQR Capital Management LLC | 15,603 | $9.54M | 0.02% | +6,245+66.7% | Added |
| APG Asset Management N.V. | 17,695 | $9.53M | 0.02% | −6,900−28.1% | Reduced |
| Evoke Wealth, LLC | 15,352 | $9.41M | 0.30% | −82−0.5% | Reduced |
| Hancock Whitney Corp | 15,209 | $9.32M | 0.29% | −19,871−56.6% | Reduced |
| Marsico Capital Management LLC | 14,888 | $9.12M | 0.27% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 14,869 | $9.11M | 0.43% | +14,869 | New |
| TD Private Client Wealth LLC | 14,849 | $9.10M | 0.38% | −671−4.3% | Reduced |
| Cambridge Financial Group, Inc. | 14,710 | $9.01M | 3.54% | −820−5.3% | Reduced |
| Marks Group Wealth Management, Inc | 14,528 | $8.92M | 1.09% | +307+2.2% | Added |
| Utah Retirement Systems | 14,498 | $8.88M | 0.11% | +33+0.2% | Added |
| British Columbia Investment Management Corp | 14,487 | $8.88M | 0.05% | −767−5.0% | Reduced |
| Gulf International Bank (UK) Ltd | 14,350 | $8.79M | 0.12% | −2,800−16.3% | Reduced |
| Yousif Capital Management, LLC | 14,257 | $8.73M | 0.09% | +14,257 | New |
| K.J. Harrison & Partners Inc | 13,859 | $8.51M | 1.20% | +52+0.4% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 13,764 | $8.43M | 1.68% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 13,753 | $8.43M | 0.05% | −160−1.2% | Reduced |
| Empire Life Investments Inc. | 13,695 | $8.39M | 0.51% | +188+1.4% | Added |
| Axxcess Wealth Management, LLC | 13,426 | $8.22M | 0.62% | +13,426 | New |
| Vestmark Advisory Solutions, Inc. | 13,111 | $8.03M | 0.45% | +879+7.2% | Added |
| Logan Capital Management Inc | 13,091 | $8.02M | 0.35% | +57+0.4% | Added |
| First Horizon Advisors, Inc. | 13,040 | $7.99M | 0.24% | −284−2.1% | Reduced |
| Natixis | 12,500 | $7.66M | 0.03% | −12,340−49.7% | Reduced |
| Progressive Investment Management Corp | 12,399 | $7.60M | 2.11% | +21+0.2% | Added |
| Eqis Capital Management, Inc. | 12,394 | $7.59M | 0.56% | −2,902−19.0% | Reduced |
| Mackay Shields LLC | 12,287 | $7.53M | 0.06% | −295−2.3% | Reduced |
| Swiss Life Asset Management Ltd | 12,266 | $7.52M | 0.10% | −19−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,148 | $7.44M | 0.04% | −12,046−49.8% | Reduced |
| Baldwin Brothers Inc | 12,103 | $7.42M | 0.74% | −671−5.3% | Reduced |
| Comerica Bank | 14,960 | $7.37M | 0.05% | −746−4.7% | Reduced |
| Acadian Asset Management LLC | 12,040 | $7.37M | 0.03% | −4,290−26.3% | Reduced |
| Applied Research Investments, LLC | 11,926 | $7.31M | 2.41% | +901+8.2% | Added |
| DnB Asset Management AS | 11,901 | $7.29M | 0.04% | +808+7.3% | Added |
| Cunning Capital Partners, LP | 11,900 | $7.29M | 3.97% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,858 | $7.27M | 0.10% | −299−2.5% | Reduced |
| Mutual of America Capital Management LLC | 11,811 | $7.24M | 0.07% | +68+0.6% | Added |
| AMG National Trust Bank | 11,804 | $7.23M | 0.22% | −12−0.1% | Reduced |
| Tudor Investment Corp Et Al | 11,590 | $7.10M | 0.14% | +10,950+1,710.9% | Added |
| Texas Permanent School Fund | 11,372 | $6.97M | 0.09% | −1,366−10.7% | Reduced |
| Bokf, NA | 11,262 | $6.90M | 0.11% | +646+6.1% | Added |
| Xponance, Inc. | 11,247 | $6.89M | 0.11% | +1,269+12.7% | Added |
| Twin Tree Management, LP | 11,231 | $6.88M | 0.17% | +4,413+64.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,225 | $6.88M | 0.14% | +71+0.6% | Added |
| McKinley Capital Management LLC /Delaware | 11,182 | $6.85M | 0.61% | −24−0.2% | Reduced |
| MML Investors Services, LLC | 11,153 | $6.83M | 0.05% | +1,542+16.0% | Added |
| Commerce Bank | 11,064 | $6.78M | 0.04% | −303−2.7% | Reduced |
| Guggenheim Capital LLC | 11,066 | $6.78M | 0.04% | +3,370+43.8% | Added |
| The PNC Financial Services Group, Inc. | 11,042 | $6.76M | 0.01% | +1,512+15.9% | Added |
| Worldquant Millennium Advisors LLC | 11,039 | $6.76M | 0.13% | +11,039 | New |
| CWM Advisors, LLC | 10,865 | $6.66M | 0.76% | +1,365+14.4% | Added |
| ING Groep NV | 10,761 | $6.59M | 0.06% | +3,840+55.5% | Added |
| IFM Investors Pty Ltd | 10,715 | $6.57M | 0.12% | −88−0.8% | Reduced |
| DuPont Capital Management Corp | 10,628 | $6.51M | 0.23% | −1,759−14.2% | Reduced |
| PDT Partners, LLC | 10,400 | $6.37M | 0.49% | −1,000−8.8% | Reduced |
| Blueshift Asset Management, LLC | 10,386 | $6.36M | 0.56% | +10,386 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,349 | $6.34M | 0.07% | +18+0.2% | Added |
| Leverage Partners Absolute Return Fund SPC | 10,020 | $6.14M | 3.53% | +4,020+67.0% | Added |
| AE Wealth Management LLC | 9,866 | $6.04M | 0.04% | −717−6.8% | Reduced |
| Banco Santander, S.A. | 9,835 | $6.03M | 0.03% | +262+2.7% | Added |
| Rheos Capital Works Inc. | 9,800 | $6.00M | 0.26% | −23,000−70.1% | Reduced |
| Nissay Asset Management Corp | 9,613 | $5.89M | 0.05% | −1,737−15.3% | Reduced |
| King Luther Capital Management Corp | 9,595 | $5.88M | 0.03% | −15−0.2% | Reduced |
| Donaldson Capital Management, LLC | 9,524 | $5.83M | 0.26% | −62−0.6% | Reduced |
| Quantbot Technologies LP | 9,236 | $5.66M | 0.46% | +8,239+826.4% | Added |