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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 8,999 | $5.51M | 0.03% | +340+3.9% | Added |
| Northwest & Ethical Investments L.P. | 8,930 | $5.47M | 0.16% | +600+7.2% | Added |
| Dakota Wealth Management | 8,821 | $5.41M | 0.57% | +395+4.7% | Added |
| US Bancorp | 8,713 | $5.34M | 0.01% | +251+3.0% | Added |
| Private Advisor Group, LLC | 8,568 | $5.25M | 0.04% | −2,185−20.3% | Reduced |
| Stephens Inc | 8,491 | $5.20M | 0.08% | −8−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,447 | $5.18M | 0.01% | +389+4.8% | Added |
| Hartford Investment Management Co | 8,382 | $5.14M | 0.12% | +676+8.8% | Added |
| Atria Investments LLC | 8,355 | $5.12M | 0.09% | −849−9.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,198 | $5.02M | 0.07% | +8,198 | New |
| Kadensa Capital Ltd | 8,125 | $4.98M | 1.52% | +8,125 | New |
| Alcosta Capital Management, Inc. | 8,007 | $4.91M | 2.95% | +47+0.6% | Added |
| Dorsey Wright & Associates | 7,839 | $4.80M | 0.99% | +119+1.5% | Added |
| Macquarie Group Ltd | 7,806 | $4.78M | 0.00% | −2,424−23.7% | Reduced |
| C WorldWide Group Holding A/S | 7,782 | $4.77M | 0.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 7,645 | $4.68M | 0.14% | +1,477+23.9% | Added |
| PEAK6 Investments LLC | 7,595 | $4.65M | 0.13% | +7,593+379,650.0% | Added |
| Security Asset Management | 7,550 | $4.63M | 1.80% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,516 | $4.61M | 0.05% | +2,952+64.7% | Added |
| Settian Capital LP | 7,450 | $4.57M | 3.95% | +7,450 | New |
| Fernwood Investment Management, LLC | 7,366 | $4.51M | 1.48% | +422+6.1% | Added |
| Ninety One North America, Inc. | 7,337 | $4.50M | 0.16% | +1,878+34.4% | Added |
| Scotia Capital Inc. | 7,330 | $4.49M | 0.03% | +878+13.6% | Added |
| EFG Asset Management (Americas) Corp. | 7,142 | $4.39M | 0.74% | +24+0.3% | Added |
| Capital International Sarl | 7,150 | $4.38M | 0.21% | +346+5.1% | Added |
| Securian Asset Management, Inc | 7,074 | $4.33M | 0.08% | −200−2.7% | Reduced |
| Covington Capital Management | 7,016 | $4.30M | 0.15% | +75+1.1% | Added |
| Credit Agricole S A | 6,998 | $4.29M | 0.14% | +312+4.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,827 | $4.18M | 0.06% | +4,806+237.8% | Added |
| Redwood Investments, LLC | 6,775 | $4.15M | 0.33% | +396+6.2% | Added |
| Financial Counselors Inc | 6,719 | $4.12M | 0.08% | +259+4.0% | Added |
| Pinebridge Investments, L.P. | 6,505 | $3.99M | 0.04% | +6,505 | New |
| LGT Fund Management Co Ltd. | 6,500 | $3.98M | 1.15% | +6,500 | New |
| Tower Research Capital LLC (TRC) | 6,447 | $3.95M | 0.07% | +4,981+339.8% | Added |
| Level Four Advisory Services, LLC | 6,279 | $3.85M | 0.29% | −904−12.6% | Reduced |
| Jane Street Group, LLC | 6,149 | $3.77M | 0.01% | +905+17.3% | Added |
| Maryland State Retirement & Pension System | 6,112 | $3.75M | 0.10% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,046 | $3.70M | 0.02% | +524+9.5% | Added |
| Chase Investment Counsel Corp | 5,783 | $3.54M | 1.42% | −26−0.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 5,762 | $3.53M | 1.90% | −262−4.3% | Reduced |
| AlphaCrest Capital Management LLC | 5,762 | $3.53M | 0.13% | +3,690+178.1% | Added |
| Wealthfront Advisers LLC | 5,739 | $3.52M | 0.01% | −294−4.9% | Reduced |
| Spectrum Management Group, LLC | 5,677 | $3.48M | 0.50% | +538+10.5% | Added |
| Gofen & Glossberg LLC | 5,655 | $3.46M | 0.07% | +3+0.1% | Added |
| Daiwa Securities Group Inc. | 5,604 | $3.43M | 0.02% | +85+1.5% | Added |
| Gardner Lewis Asset Management L P | 5,550 | $3.40M | 0.66% | 00.0% | Unchanged |
| PFG Advisors | 5,466 | $3.35M | 0.34% | +53+1.0% | Added |
| Crossmark Global Holdings, Inc. | 5,429 | $3.33M | 0.07% | −3,171−36.9% | Reduced |
| Jefferies Group LLC | 5,410 | $3.31M | 0.06% | +5,044+1,378.1% | Added |
| Proequities, Inc. | 5,350 | $3.28M | 0.19% | +20+0.4% | Added |
| Grandeur Peak Global Advisors, LLC | 5,327 | $3.26M | 0.15% | −568−9.6% | Reduced |
| Louisiana State Employees Retirement System | 5,200 | $3.19M | 0.07% | +100+2.0% | Added |
| Freedom Day Solutions, LLC | 5,130 | $3.14M | 1.27% | −537−9.5% | Reduced |
| Orion Portfolio Solutions, LLC | 5,032 | $3.08M | 0.10% | +540+12.0% | Added |
| Kentucky Retirement Systems | 5,029 | $3.08M | 0.13% | +228+4.7% | Added |
| ProVise Management Group, LLC | 5,011 | $3.07M | 0.28% | −136−2.6% | Reduced |
| New Mexico Educational Retirement Board | 5,000 | $3.06M | 0.10% | −400−7.4% | Reduced |
| Banque Pictet & Cie SA | 4,960 | $3.04M | 0.02% | +4,960 | New |
| Perpetual Investment Management Ltd | 4,956 | $3.04M | 0.35% | −1,273−20.4% | Reduced |
| Grace Capital | 4,850 | $2.97M | 1.76% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,824 | $2.96M | 0.04% | +2,791+137.3% | Added |
| Fifth Third Bancorp | 4,782 | $2.93M | 0.01% | +406+9.3% | Added |
| Kiwi Wealth Investments Limited Partnership | 4,740 | $2.90M | 0.14% | −4,021−45.9% | Reduced |
| Gamco Investors, Inc. Et Al | 4,724 | $2.89M | 0.02% | −86−1.8% | Reduced |
| Advisor OS, LLC | 4,658 | $2.85M | 0.58% | +257+5.8% | Added |
| Paradiem, LLC | 5,306 | $2.85M | 0.93% | +303+6.1% | Added |
| Colony Group LLC | 4,616 | $2.83M | 0.05% | −165−3.5% | Reduced |
| Mercer Global Advisors Inc | 4,611 | $2.83M | 0.02% | +173+3.9% | Added |
| Fortis Capital Management LLC | 4,606 | $2.82M | 1.48% | +125+2.8% | Added |
| Shell Asset Management Co | 4,599 | $2.82M | 0.06% | −211−4.4% | Reduced |
| Birinyi Associates Inc | 4,600 | $2.82M | 0.88% | +350+8.2% | Added |
| SG Americas Securities, LLC | 4,595 | $2.81M | 0.02% | −297−6.1% | Reduced |
| Tributary Capital Management, LLC | 4,500 | $2.76M | 0.21% | −600−11.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 4,491 | $2.75M | 0.62% | 00.0% | Unchanged |
| Equitable Trust Co | 4,422 | $2.71M | 0.17% | −99−2.2% | Reduced |
| Candriam Luxembourg S.C.A. | 4,269 | $2.62M | 0.02% | −23−0.5% | Reduced |
| Alamar Capital Management, LLC | 4,151 | $2.54M | 1.83% | −723−14.8% | Reduced |
| Westwood Holdings Group Inc. | 4,138 | $2.54M | 0.02% | +1,778+75.3% | Added |
| HWG Holdings LP | 4,008 | $2.46M | 1.15% | +4,008 | New |
| Employees Retirement System of Texas | 3,951 | $2.42M | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,912 | $2.40M | 0.07% | +300+8.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,857 | $2.36M | 0.04% | +64+1.7% | Added |
| YorkBridge Wealth Partners, LLC | 3,855 | $2.36M | 0.53% | +102+2.7% | Added |
| Panagora Asset Management Inc | 3,837 | $2.35M | 0.01% | −1,878−32.9% | Reduced |
| Virtue Capital Management, LLC | 3,837 | $2.35M | 0.35% | +380+11.0% | Added |
| Ethic Inc. | 3,832 | $2.35M | 0.18% | +784+25.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 3,795 | $2.33M | 0.01% | +200+5.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,709 | $2.27M | 0.04% | −35−0.9% | Reduced |
| Sumitomo Life Insurance Co | 3,673 | $2.25M | 0.05% | −102−2.7% | Reduced |
| Marshall Wace, LLP | 3,625 | $2.22M | 0.00% | −4,301−54.3% | Reduced |
| Corient Capital Partners, LLC | 3,590 | $2.20M | 0.15% | +296+9.0% | Added |
| Park Avenue Securities LLC | 3,513 | $2.15M | 0.04% | +180+5.4% | Added |
| NewEdge Wealth, LLC | 3,499 | $2.14M | 0.09% | +106+3.1% | Added |
| Paragon Advisors, LLC | 3,477 | $2.13M | 1.04% | +315+10.0% | Added |
| Sheets Smith Investment Management | 3,471 | $2.13M | 1.51% | +3,471 | New |
| First Hawaiian Bank | 3,470 | $2.13M | 0.06% | +2+0.1% | Added |
| Patton Fund Management, Inc. | 3,447 | $2.11M | 0.64% | −1,226−26.2% | Reduced |
| Ghe, LLC | 3,440 | $2.11M | 1.62% | +3,440 | New |
| Cetera Investment Advisers | 3,380 | $2.07M | 0.03% | +17+0.5% | Added |
| Bessemer Securities LLC | 3,304 | $2.02M | 0.55% | +712+27.5% | Added |