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 |
|---|---|---|---|---|---|
| Bank Hapoalim BM | 3,290 | $2.02M | 0.20% | −413−11.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 3,278 | $2.01M | 0.09% | +3,278 | New |
| Fairbanks Capital Management, Inc. | 3,252 | $1.99M | 1.45% | −251−7.2% | Reduced |
| Banque Cantonale Vaudoise | 3,200 | $1.96M | 0.08% | +2,200+220.0% | Added |
| Angeles Investment Advisors, LLC | 3,142 | $1.93M | 0.10% | −1,052−25.1% | Reduced |
| AdvisorShares Investments LLC | 3,138 | $1.92M | 0.23% | +3,138 | New |
| Baker Tilly Wealth Management, LLC | 3,128 | $1.92M | 0.21% | +474+17.9% | Added |
| Allstate Corp | 3,089 | $1.89M | 0.04% | +2,146+227.6% | Added |
| Advisor Partners LLC | 3,044 | $1.86M | 0.11% | −247−7.5% | Reduced |
| First Manhattan Co | 3,000 | $1.84M | 0.01% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 2,998 | $1.84M | 1.30% | +2,998 | New |
| Icon Wealth Partners, LLC | 2,985 | $1.83M | 0.18% | +96+3.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,899 | $1.78M | 0.01% | −13,291−82.1% | Reduced |
| Davenport & Co LLC | 2,880 | $1.76M | 0.01% | +1,313+83.8% | Added |
| Kestra Advisory Services, LLC | 2,879 | $1.76M | 0.02% | −5,042−63.7% | Reduced |
| Alberta Investment Management Corp | 2,876 | $1.76M | 0.01% | +2,876 | New |
| Helios Capital Management Pte. Ltd | 2,840 | $1.74M | 1.58% | +2,840 | New |
| Brewin Dolphin Wealth Management Ltd | 2,738 | $1.68M | 0.18% | +195+7.7% | Added |
| Avestar Capital, LLC | 2,714 | $1.66M | 0.30% | −237−8.0% | Reduced |
| Eaton Vance Management | 2,710 | $1.66M | 0.00% | −25−0.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,662 | $1.63M | 0.04% | +243+10.0% | Added |
| M&T Bank Corp | 2,617 | $1.60M | 0.01% | +87+3.4% | Added |
| Creative Planning | 2,605 | $1.60M | 0.00% | +315+13.8% | Added |
| Cavalier Investments, LLC | 2,493 | $1.53M | 0.40% | +18+0.7% | Added |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.49M | 0.52% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,424 | $1.49M | 0.40% | +142+6.2% | Added |
| Redpoint Investment Management Pty Ltd | 2,421 | $1.48M | 0.12% | −32−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,419 | $1.48M | 0.01% | +194+8.7% | Added |
| Tredje AP-fonden | 2,399 | $1.47M | 0.03% | +2,399 | New |
| Bennett Selby Investments LP | 2,374 | $1.46M | 0.84% | +10.0% | Added |
| Seeyond | 2,366 | $1.45M | 0.13% | −441−15.7% | Reduced |
| Montanaro Asset Management Ltd | 2,350 | $1.44M | 0.15% | +350+17.5% | Added |
| Everence Capital Management Inc | 2,327 | $1.43M | 0.11% | +530+29.5% | Added |
| O'Shares Investment Advisers, LLC | 2,319 | $1.42M | 0.10% | +167+7.8% | Added |
| Bienville Capital Management, LLC | 2,310 | $1.42M | 1.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,296 | $1.41M | 0.24% | −22−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 2,268 | $1.39M | 0.00% | −190−7.7% | Reduced |
| Horizon Investments, LLC | 2,242 | $1.37M | 0.04% | +151+7.2% | Added |
| Byrne Asset Management LLC | 2,238 | $1.37M | 0.89% | +2,238 | New |
| Davidson Capital Management Inc. | 2,224 | $1.36M | 0.75% | +107+5.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,202 | $1.35M | 0.13% | +56+2.6% | Added |
| Cetera Advisor Networks LLC | 2,187 | $1.34M | 0.02% | −5−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 2,156 | $1.32M | 0.14% | −361−14.3% | Reduced |
| Greenleaf Trust | 2,126 | $1.30M | 0.02% | +133+6.7% | Added |
| Quantamental Technologies LLC | 2,123 | $1.30M | 0.66% | +2,123 | New |
| Trexquant Investment LP | 2,114 | $1.29M | 0.08% | +1,763+502.3% | Added |
| Dana Investment Advisors, Inc. | 2,103 | $1.29M | 0.06% | −40−1.9% | Reduced |
| Fred Alger Management, LLC | 2,099 | $1.29M | 0.00% | +120+6.1% | Added |
| Stevens Capital Management LP | 2,090 | $1.28M | 0.29% | +2,090 | New |
| Wolverine Trading, LLC | 2,086 | $1.28M | 0.02% | −41−1.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,077 | $1.27M | 0.02% | +596+40.2% | Added |
| NEXT Financial Group, Inc | 2,055 | $1.26M | 0.08% | +197+10.6% | Added |
| Tocqueville Asset Management L.P. | 2,010 | $1.23M | 0.02% | +10+0.5% | Added |
| Exencial Wealth Advisors, LLC | 2,003 | $1.23M | 0.06% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,980 | $1.21M | 0.29% | −50−2.5% | Reduced |
| Ieq Capital, LLC | 1,979 | $1.21M | 0.03% | +68+3.6% | Added |
| Vident Investment Advisory, LLC | 1,969 | $1.21M | 0.03% | +346+21.3% | Added |
| Campbell & CO Investment Adviser LLC | 1,964 | $1.20M | 0.41% | +1,964 | New |
| Liberty Wealth Management LLC | 1,926 | $1.18M | 0.45% | −25−1.3% | Reduced |
| Canandaigua National Corp | 1,924 | $1.18M | 0.17% | −20−1.0% | Reduced |
| Blair William & Co | 1,923 | $1.18M | 0.00% | +531+38.1% | Added |
| Segment Wealth Management, LLC | 1,891 | $1.16M | 0.12% | +21+1.1% | Added |
| Inverness Counsel LLC | 1,890 | $1.16M | 0.04% | −21,638−92.0% | Reduced |
| JustInvest LLC | 1,864 | $1.14M | 0.07% | +457+32.5% | Added |
| Cigna Investments Inc | 1,859 | $1.14M | 0.09% | −752−28.8% | Reduced |
| Ergoteles LLC | 1,825 | $1.12M | 0.04% | +1,825 | New |
| TrimTabs Asset Management, LLC | 1,820 | $1.11M | 0.55% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,808 | $1.11M | 0.05% | −2,596−58.9% | Reduced |
| Veritable, L.P. | 1,809 | $1.11M | 0.02% | +168+10.2% | Added |
| National Asset Management, Inc. | 1,793 | $1.10M | 0.03% | +24+1.4% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,767 | $1.08M | 0.12% | −100−5.4% | Reduced |
| Fieldpoint Private Securities, LLC | 1,765 | $1.08M | 0.21% | +12+0.7% | Added |
| Buckley Wealth Management, LLC | 1,760 | $1.08M | 0.31% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 1,759 | $1.08M | 0.03% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,743 | $1.07M | 0.57% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 1,733 | $1.06M | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,727 | $1.06M | 0.00% | +53+3.2% | Added |
| Hanlon Investment Management, Inc. | 1,721 | $1.05M | 0.20% | +36+2.1% | Added |
| Sompo Asset Management Co., Ltd. | 1,720 | $1.05M | 0.21% | −300−14.9% | Reduced |
| Strategy Asset Managers LLC | 1,656 | $1.01M | 0.26% | −447−21.3% | Reduced |
| ETF Managers Group, LLC | 1,629 | $998.0K | 0.02% | −1,804−52.5% | Reduced |
| Point72 Asset Management, L.P. | 1,600 | $980.0K | 0.00% | −3,700−69.8% | Reduced |
| Sheets Smith Wealth Management | 1,594 | $977.0K | 0.12% | +162+11.3% | Added |
| City Holding Co | 1,938 | $972.0K | 0.16% | +22+1.1% | Added |
| Nomura Holdings Inc | 1,580 | $968.0K | 0.01% | −4,313−73.2% | Reduced |
| Stanley-Laman Group, Ltd. | 1,543 | $945.0K | 0.11% | −18,074−92.1% | Reduced |
| Merit Financial Group, LLC | 1,531 | $938.0K | 0.09% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,530 | $937.0K | 0.03% | +754+97.2% | Added |
| Advisory Services Network, LLC | 1,519 | $931.0K | 0.03% | −198−11.5% | Reduced |
| Illinois Municipal Retirement Fund | 1,497 | $917.0K | 0.03% | +493+49.1% | Added |
| Jennison Associates LLC | 1,456 | $892.0K | 0.00% | +1,456 | New |
| Caxton Associates LP | 1,443 | $884.0K | 0.11% | +1,443 | New |
| Moody Lynn & Lieberson, LLC | 1,407 | $862.0K | 0.06% | +3+0.2% | Added |
| Schechter Investment Advisors, LLC | 1,402 | $858.0K | 0.08% | +1,402 | New |
| Ballentine Partners, LLC | 1,396 | $855.0K | 0.03% | +1+0.1% | Added |
| JSF Financial, LLC | 1,393 | $854.0K | 0.42% | +75+5.7% | Added |
| Roberts Capital Advisors, LLC | 1,387 | $850.0K | 0.79% | +1,387 | New |
| Schonfeld Strategic Advisors LLC | 1,384 | $848.0K | 0.01% | −6,439−82.3% | Reduced |
| Empirical Finance, LLC | 1,384 | $848.0K | 0.10% | +373+36.9% | Added |
| D. E. Shaw & Co., Inc. | 1,385 | $848.0K | 0.00% | +967+231.3% | Added |