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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 716 | $439.0K | 0.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 713 | $437.0K | 0.01% | −133−15.7% | Reduced |
| Rockefeller Capital Management L.P. | 707 | $433.0K | 0.00% | +103+17.1% | Added |
| Exane Derivatives | 704 | $431.3K | 0.10% | +477+210.1% | Added |
| Ascent Wealth Partners, LLC | 704 | $431.0K | 0.08% | +28+4.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 700 | $429.0K | 0.03% | −500−41.7% | Reduced |
| Bradley Foster & Sargent Inc | 700 | $429.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 700 | $428.9K | 0.11% | −100−12.5% | Reduced |
| Lido Advisors, LLC | 699 | $428.0K | 0.01% | −15−2.1% | Reduced |
| HBK Sorce Advisory LLC | 698 | $428.0K | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 695 | $426.0K | 0.03% | +15+2.2% | Added |
| Resources Investment Advisors, LLC. | 693 | $425.0K | 0.02% | −21−2.9% | Reduced |
| Meristem Family Wealth, LLC | 692 | $424.0K | 0.04% | −94−12.0% | Reduced |
| Group One Trading, L.P. | 667 | $409.0K | 0.01% | −593−47.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 660 | $404.0K | 0.03% | −1,140−63.3% | Reduced |
| Magellan Asset Management Ltd | 651 | $399.0K | 0.00% | +178+37.6% | Added |
| Welch & Forbes LLC | 650 | $398.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 650 | $398.0K | 0.04% | +92+16.5% | Added |
| ASB Consultores, LLC | 644 | $395.0K | 0.20% | +644 | New |
| Pitcairn Co | 641 | $393.0K | 0.03% | −11−1.7% | Reduced |
| Ellevest, Inc. | 637 | $390.0K | 0.03% | +22+3.6% | Added |
| Wealthspire Advisors, LLC | 636 | $390.0K | 0.01% | +26+4.3% | Added |
| Harvest Fund Management Co., Ltd | 635 | $389.0K | 0.07% | +99+18.5% | Added |
| U S Global Investors Inc | 634 | $388.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 625 | $383.0K | 0.00% | −115−15.5% | Reduced |
| Arete Wealth Advisors, LLC | 643 | $383.0K | 0.03% | −56−8.0% | Reduced |
| Integrated Wealth Concepts LLC | 615 | $377.0K | 0.01% | −35−5.4% | Reduced |
| Flagship Harbor Advisors, LLC | 612 | $375.0K | 0.04% | −39−6.0% | Reduced |
| Advisor Resource Council | 606 | $372.0K | 0.03% | +183+43.3% | Added |
| AIA Group Ltd | 598 | $366.0K | 0.02% | +204+51.8% | Added |
| Fenimore Asset Management Inc | 572 | $350.0K | 0.01% | +572 | New |
| SRN Advisors, LLC | 570 | $349.2K | 0.13% | +570 | New |
| American Trust | 569 | $349.0K | 0.03% | +569 | New |
| Copeland Capital Management, LLC | 568 | $348.0K | 0.01% | +11+2.0% | Added |
| Comerica Securities,inc. | 567 | $347.0K | 0.02% | +15+2.7% | Added |
| Fishman Jay A Ltd | 565 | $346.2K | 0.04% | −12−2.1% | Reduced |
| CNB Bank | 564 | $346.0K | 0.19% | +21+3.9% | Added |
| Engine No. 1 LLC | 565 | $346.0K | 0.07% | +117+26.1% | Added |
| Tiger Eye Capital LLC | 558 | $342.0K | 0.09% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 557 | $341.0K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 555 | $340.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 551 | $337.5K | 0.00% | +162+41.6% | Added |
| Cornerstone Wealth Management, LLC | 547 | $336.0K | 0.03% | +547 | New |
| Drive Wealth Management, LLC | 544 | $333.0K | 0.29% | +544 | New |
| IFP Advisors, Inc | 533 | $329.0K | 0.01% | +152+39.9% | Added |
| TD Waterhouse Canada Inc. | 478 | $325.8K | 0.00% | +478 | New |
| Shelton Capital Management | 530 | $325.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 528 | $323.5K | 0.05% | 00.0% | Unchanged |
| Foundry Partners, LLC | 519 | $318.0K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 515 | $316.0K | 0.02% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 510 | $313.0K | 0.11% | −6−1.2% | Reduced |
| Natixis Investment Managers International | 505 | $309.0K | 0.02% | −195−27.9% | Reduced |
| Rehmann Capital Advisory Group | 496 | $304.3K | 0.03% | +5+1.0% | Added |
| Graypoint LLC | 490 | $300.0K | 0.03% | +132+36.9% | Added |
| Teza Capital Management LLC | 489 | $300.0K | 0.08% | +489 | New |
| Veracity Capital LLC | 486 | $298.0K | 0.12% | +39+8.7% | Added |
| Prospera Financial Services Inc | 486 | $297.0K | 0.01% | +129+36.1% | Added |
| Anchor Investment Management, LLC | 481 | $294.7K | 0.04% | +7+1.5% | Added |
| First Pacific Advisors, LP | 480 | $294.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 477 | $292.0K | 0.01% | +68+16.6% | Added |
| Mirabella Financial Services LLP | 473 | $290.0K | 0.03% | +473 | New |
| Spire Wealth Management | 469 | $287.0K | 0.01% | +138+41.7% | Added |
| Snowden Capital Advisors LLC | 467 | $286.0K | 0.01% | −783−62.6% | Reduced |
| Barrett Asset Management, LLC | 462 | $283.0K | 0.01% | −3−0.6% | Reduced |
| Fiduciary Trust Co | 459 | $282.0K | 0.00% | 00.0% | Unchanged |
| Connolly Sarah T. | 460 | $282.0K | 0.16% | +85+22.7% | Added |
| TrueWealth Advisors, LLC | 453 | $278.0K | 0.12% | +453 | New |
| Arabesque Asset Management Ltd | 440 | $270.0K | 0.08% | +3+0.7% | Added |
| EP Wealth Advisors, LLC | 433 | $265.0K | 0.01% | +14+3.3% | Added |
| Exchange Traded Concepts, LLC | 432 | $265.0K | 0.01% | +191+79.3% | Added |
| Pallas Capital Advisors LLC | 526 | $264.0K | 0.03% | −70−11.7% | Reduced |
| West Family Investments, Inc. | 429 | $263.0K | 0.07% | −41−8.7% | Reduced |
| Peapack Gladstone Financial Corp | 425 | $260.0K | 0.00% | +56+15.2% | Added |
| Smithfield Trust Co | 421 | $259.0K | 0.02% | −71−14.4% | Reduced |
| JCIC Asset Management Inc. | 423 | $259.0K | 0.08% | +45+11.9% | Added |
| Robertson Stephens Wealth Management, LLC | 422 | $258.0K | 0.02% | +422 | New |
| Northwestern Mutual Wealth Management Co | 417 | $256.0K | 0.00% | +125+42.8% | Added |
| CWM, LLC | 413 | $253.0K | 0.00% | +413 | New |
| Forum Financial Management, LP | 409 | $251.0K | 0.01% | +409 | New |
| MJP Associates Inc | 418 | $249.0K | 0.07% | +79+23.3% | Added |
| Choate Investment Advisors | 405 | $248.0K | 0.01% | +30+8.0% | Added |
| Washington Trust Advisors, Inc. | 404 | $247.0K | 0.02% | +404 | New |
| XTX Topco Ltd | 402 | $246.0K | 0.14% | −220−35.4% | Reduced |
| Blue Edge Capital, LLC | 400 | $245.1K | 0.05% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 394 | $241.0K | 0.22% | +394 | New |
| GraniteShares Advisors LLC | 389 | $238.0K | 0.11% | +389 | New |
| Moody National Bank Trust Division | 379 | $232.0K | 0.01% | −95−20.0% | Reduced |
| Old National Bancorp | 377 | $231.0K | 0.01% | +5+1.3% | Added |
| American Portfolios Advisors | 372 | $227.9K | 0.01% | −45−10.8% | Reduced |
| Virtu Financial LLC | 369 | $226.0K | 0.02% | +369 | New |
| Freestone Capital Holdings, LLC | 368 | $225.0K | 0.01% | +368 | New |
| Vienna Asset Management LLC | 368 | $225.0K | 0.20% | +368 | New |
| Ashton Thomas Private Wealth, LLC | 363 | $222.4K | 0.02% | −7−1.9% | Reduced |
| Buckhead Capital Management LLC | 360 | $221.0K | 0.05% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 429 | $221.0K | 0.03% | +429 | New |
| Umb Bank N A | 360 | $220.0K | 0.00% | +360 | New |
| Integrated Advisors Network LLC | 359 | $220.0K | 0.01% | +359 | New |
| Penserra Capital Management LLC | 358 | $219.0K | 0.00% | −992−73.5% | Reduced |
| Jacobi Capital Management LLC | 358 | $219.0K | 0.03% | 00.0% | Unchanged |
| Lantz Financial LLC | 357 | $219.0K | 0.10% | +9+2.6% | Added |