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 |
|---|---|---|---|---|---|
| Copperwynd Financial, LLC | 1,383 | $847.0K | 0.32% | +81+6.2% | Added |
| Profund Advisors LLC | 1,372 | $841.0K | 0.03% | +101+7.9% | Added |
| Csenge Advisory Group | 1,548 | $827.0K | 0.07% | −117−7.0% | Reduced |
| Donoghue Forlines LLC | 1,348 | $826.0K | 0.14% | +689+104.6% | Added |
| IndexIQ Advisors LLC | 1,347 | $825.0K | 0.03% | −38−2.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,346 | $825.0K | 0.06% | +1,346 | New |
| Wetherby Asset Management Inc | 1,343 | $823.0K | 0.05% | −43−3.1% | Reduced |
| IBM Retirement Fund | 1,336 | $819.0K | 0.10% | −925−40.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,324 | $811.0K | 0.17% | +565+74.4% | Added |
| Verition Fund Management LLC | 1,321 | $809.0K | 0.01% | +1,321 | New |
| Transform Wealth, LLC | 1,312 | $804.0K | 0.08% | −199−13.2% | Reduced |
| Pensionfund DSM Netherlands | 1,300 | $796.0K | 0.09% | 00.0% | Unchanged |
| Veriti Management LLC | 1,299 | $796.0K | 0.10% | +441+51.4% | Added |
| Toroso Investments, LLC | 1,297 | $795.0K | 0.02% | +175+15.6% | Added |
| Gilbert & Cook, Inc. | 1,287 | $789.0K | 0.13% | +166+14.8% | Added |
| Kestra Private Wealth Services, LLC | 1,283 | $786.0K | 0.04% | +826+180.7% | Added |
| Quadrature Capital Ltd | 1,276 | $781.0K | 0.04% | +1,276 | New |
| Sigma Planning Corp | 1,270 | $778.0K | 0.02% | +50+4.1% | Added |
| Mountain Capital Investment Advisors, Inc | 1,402 | $776.0K | 0.35% | +223+18.9% | Added |
| Oak Ridge Investments LLC | 1,255 | $769.0K | 0.06% | +1,255 | New |
| Davy Global Fund Management Ltd | 1,250 | $766.0K | 0.12% | −577−31.6% | Reduced |
| Apollon Wealth Management, LLC | 1,233 | $755.0K | 0.06% | +707+134.4% | Added |
| Personal Cfo Solutions, LLC | 1,210 | $741.0K | 0.14% | +20+1.7% | Added |
| Menard Financial Group LLC | 1,200 | $735.0K | 0.60% | −155−11.4% | Reduced |
| Western Financial Corporation | 1,200 | $735.0K | 0.39% | +235+24.4% | Added |
| Frank, Rimerman Advisors LLC | 1,191 | $729.7K | 0.24% | +154+14.9% | Added |
| Assetmark, Inc | 1,189 | $728.0K | 0.00% | +1,063+843.7% | Added |
| Vestcor Inc | 1,170 | $717.0K | 0.03% | −955−44.9% | Reduced |
| Institute for Wealth Management, LLC. | 1,169 | $716.0K | 0.12% | −36−3.0% | Reduced |
| Keybank National Association | 1,152 | $706.0K | 0.00% | −208−15.3% | Reduced |
| Sawtooth Solutions, LLC | 1,152 | $706.0K | 0.08% | +151+15.1% | Added |
| Mawer Investment Management Ltd. | 1,152 | $706.0K | 0.00% | +754+189.4% | Added |
| Wealth Alliance | 1,148 | $703.0K | 0.14% | −18−1.5% | Reduced |
| Stelac Advisory Services LLC | 1,137 | $697.0K | 0.19% | +82+7.8% | Added |
| Captrust Financial Advisors | 1,114 | $683.0K | 0.00% | −81−6.8% | Reduced |
| Evercore Wealth Management, LLC | 1,111 | $681.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 411,892 | $672.0K | 0.01% | +411,892 | New |
| RB Capital Management, LLC | 1,095 | $671.0K | 0.21% | +140+14.7% | Added |
| Ameritas Investment Partners, Inc. | 1,081 | $662.0K | 0.02% | −33−3.0% | Reduced |
| Navellier & Associates Inc | 1,064 | $652.0K | 0.09% | −705−39.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,063 | $651.0K | 0.23% | −6−0.6% | Reduced |
| Walleye Capital LLC | 1,051 | $644.0K | 0.02% | −681−39.3% | Reduced |
| Cresset Asset Management, LLC | 1,052 | $644.0K | 0.01% | −208−16.5% | Reduced |
| Segall Bryant & Hamill, LLC | 1,038 | $635.0K | 0.01% | −147−12.4% | Reduced |
| WealthBridge Capital Management, LLC | 1,015 | $622.0K | 0.23% | −8−0.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 1,016 | $622.0K | 0.04% | +1,016 | New |
| Harbor Advisors LLC | 1,000 | $613.0K | 0.11% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $612.5K | 0.18% | +1,000 | New |
| Camden Capital, LLC | 993 | $608.0K | 0.13% | +123+14.1% | Added |
| Hillsdale Investment Management Inc. | 990 | $607.0K | 0.04% | −50−4.8% | Reduced |
| Ci Investments Inc. | 987 | $605.0K | 0.00% | −184−15.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 975 | $597.0K | 0.04% | +100+11.4% | Added |
| Raymond James Trust N.A. | 973 | $596.0K | 0.02% | +204+26.5% | Added |
| Grove Bank & Trust | 971 | $595.0K | 0.11% | +71+7.9% | Added |
| Private Trust Co NA | 966 | $592.0K | 0.08% | −6−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 1,109 | $591.0K | 0.04% | −18−1.6% | Reduced |
| Cerity Partners LLC | 960 | $590.0K | 0.01% | +960 | New |
| Forte Capital LLC | 954 | $585.0K | 0.07% | −37−3.7% | Reduced |
| Beacon Pointe Advisors, LLC | 948 | $581.0K | 0.02% | −7,015−88.1% | Reduced |
| Telemus Capital, LLC | 948 | $581.0K | 0.05% | +86+10.0% | Added |
| Wrapmanager Inc | 944 | $578.0K | 0.14% | −29−3.0% | Reduced |
| Coldstream Capital Management Inc | 925 | $567.0K | 0.02% | +925 | New |
| Boit C F David | 910 | $558.0K | 0.35% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 905 | $554.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 900 | $551.0K | 0.02% | +900 | New |
| Perigon Wealth Management, LLC | 877 | $537.0K | 0.04% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 872 | $534.0K | 0.01% | −51−5.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 870 | $533.0K | 0.00% | −19,940−95.8% | Reduced |
| Ambassador Advisors, LLC | 865 | $530.0K | 0.10% | −3,761−81.3% | Reduced |
| Siemens Fonds Invest GmbH | 863 | $529.0K | 0.03% | +3+0.3% | Added |
| Clarius Group, LLC | 861 | $528.0K | 0.04% | −57−6.2% | Reduced |
| Pendal Group Limited | 862 | $528.0K | 0.00% | +862 | New |
| Texas Capital Bank Wealth Management Services Inc | 850 | $521.0K | 0.05% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 847 | $519.0K | 0.33% | +139+19.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 845 | $518.0K | 0.07% | +445+111.3% | Added |
| Pathstone Family Office, LLC | 835 | $513.0K | 0.01% | +451+117.4% | Added |
| Checchi Capital Advisers, LLC | 833 | $510.0K | 0.06% | −13−1.5% | Reduced |
| MAI Capital Management | 822 | $504.0K | 0.01% | +59+7.7% | Added |
| GFG Capital, LLC | 817 | $501.0K | 0.15% | +18+2.3% | Added |
| Trust Asset Management LLC | 807 | $494.0K | 0.06% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 805 | $493.0K | 0.13% | −13−1.6% | Reduced |
| RFG Advisory, LLC | 794 | $486.0K | 0.03% | +56+7.6% | Added |
| EverSource Wealth Advisors, LLC | 789 | $484.0K | 0.14% | +789 | New |
| Diversified Trust Co | 782 | $479.0K | 0.02% | +95+13.8% | Added |
| Elk River Wealth Management, LLC | 780 | $478.0K | 0.11% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 778 | $477.0K | 0.01% | +778 | New |
| CAPROCK Group, Inc. | 776 | $475.0K | 0.04% | +178+29.8% | Added |
| Chilton Investment Co LLC | 760 | $466.0K | 0.01% | −392−34.0% | Reduced |
| Parallel Advisors, LLC | 749 | $459.0K | 0.02% | +11+1.5% | Added |
| BMS Financial Advisors, LLC | 746 | $457.0K | 0.29% | +746 | New |
| Symmetry Partners, LLC | 744 | $456.0K | 0.03% | −232−23.8% | Reduced |
| Signaturefd, LLC | 744 | $456.0K | 0.01% | −10−1.3% | Reduced |
| BSW Wealth Partners | 739 | $453.0K | 0.11% | −130−15.0% | Reduced |
| SFMG, LLC | 737 | $452.0K | 0.04% | −112−13.2% | Reduced |
| Conning Inc. | 735 | $450.0K | 0.01% | −96−11.6% | Reduced |
| Synovus Financial Corp | 731 | $449.0K | 0.00% | +118+19.2% | Added |
| Advisors Asset Management, Inc. | 730 | $447.3K | 0.01% | −21−2.8% | Reduced |
| Golden State Wealth Management, LLC | 729 | $447.0K | 0.08% | +19+2.7% | Added |
| Sentry Investment Management LLC | 728 | $446.0K | 0.12% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 719 | $440.0K | 0.12% | +719 | New |