Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2021: 851 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ4 2021: $45.2B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2021.

Institutions holding MSCI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Geller Advisors LLC350$214.0K0.04%−1−0.3%Reduced
Chesapeake Wealth Management350$214.0K0.07%+5+1.4%Added
Sequoia Financial Advisors, LLC350$214.0K0.01%+350New
Kathmere Capital Management, LLC344$211.0K0.04%−51−12.9%Reduced
Presidio Capital Management, LLC345$211.0K0.18%+345New
Collective Family Office LLC343$210.0K0.08%00.0%Unchanged
Machina Capital S.A.S.339$208.0K0.50%−274−44.7%Reduced
Bruderman Asset Management, LLC339$208.0K0.16%00.0%Unchanged
Savant Capital, LLC333$204.0K0.01%+333New
Quadrant Capital Group LLC332$203.0K0.02%+2+0.6%Added
TrinityPoint Wealth, LLC329$202.0K0.04%−12−3.5%Reduced
Gladius Capital Management LP305$187.0K0.06%+305New
Desjardins Global Asset Management Inc.260$159.0K0.01%+260New
Graves-Light Private Wealth Management, Inc.254$156.0K0.02%00.0%Unchanged
Whittier Trust Co246$151.0K0.00%+60+32.3%Added
Veritas Investment Partners (UK) Ltd.245$150.0K0.00%00.0%Unchanged
Leonteq Securities AG239$146.4K0.01%+60+33.5%Added
James Investment Research Inc205$126.0K0.01%−78−27.6%Reduced
Cornerstone Advisory, LLC203$124.0K0.02%+203New
Belpointe Asset Management LLC193$119.0K0.01%−38−16.5%Reduced
Cullen/Frost Bankers, Inc.195$119.0K0.00%00.0%Unchanged
Arlington Partners LLC195$119.0K0.03%+80+69.6%Added
Harbour Investments, Inc.193$118.0K0.01%−135−41.2%Reduced
Private Capital Group, LLC192$118.0K0.03%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd191$117.0K0.06%+14+7.9%Added
Altshuler Shaham Ltd188$115.0K0.00%−348−64.9%Reduced
Amplius Wealth Advisors, LLC184$112.0K0.02%+184New
State of Wyoming159$97.0K0.05%−9−5.4%Reduced
Selective Wealth Management, Inc.150$92.0K0.04%00.0%Unchanged
Seldon Capital LP143$88.0K0.06%+143New
Lloyd Advisory Services, LLC.132$81.0K0.04%+21+18.9%Added
Capital Advisors, Ltd. LLC132$81.0K0.01%+132New
GeoWealth Management, LLC129$79.0K0.01%+17+15.2%Added
Cambridge Trust Co127$78.0K0.00%+127New
Maverick Capital LtdSuperinvestorMaverick Capital124$76.0K0.00%−135−52.1%Reduced
Lindbrook Capital, LLC120$74.0K0.01%−3−2.4%Reduced
Western Pacific Wealth Management, LP120$73.0K0.05%+120New
JFS Wealth Advisors, LLC117$72.0K0.01%+117New
CVA Family Office, LLC112$69.0K0.02%+112New
KB Financial Partners, LLC107$66.0K0.02%+107New
Trustcore Financial Services, LLC106$65.0K0.01%00.0%Unchanged
Sycomore Asset Management104$64.0K0.01%+104New
Parkside Financial Bank & Trust103$63.0K0.02%00.0%Unchanged
Eagle Bay Advisors LLC99$61.0K0.04%−10−9.2%Reduced
Massmutual Trust Co FSB95$58.0K0.00%+2+2.2%Added
Jackson, Grant Investment Advisers, Inc.94$58.0K0.03%00.0%Unchanged
Sageworth Trust Co of South Dakota95$58.0K0.09%+95New
Central Trust Co89$55.0K0.00%−1,038−92.1%Reduced
Clearstead Advisors, LLC89$55.0K0.00%−4−4.3%Reduced
Fortitude Advisory Group L.L.C.89$55.0K0.03%+89New
Gemmer Asset Management LLC82$50.0K0.01%00.0%Unchanged
Mascoma Wealth Management LLC76$47.0K0.02%+76New
Carolinas Wealth Consulting LLC72$44.0K0.01%+26+56.5%Added
Kelly Financial Services LLC66$40.5K0.02%+28+73.7%Added
Pin Oak Investment Advisors Inc62$38.0K0.04%00.0%Unchanged
Semmax Financial Advisors Inc.60$37.0K0.01%00.0%Unchanged
Benjamin Edwards Inc60$37.0K0.01%+2+3.4%Added
Glassman Wealth Services60$37.0K0.01%+20+50.0%Added
Signet Financial Management, LLC58$36.0K0.01%+58New
Farmers & Merchants Investments Inc55$34.0K0.00%00.0%Unchanged
Close Asset Management Ltd55$34.0K0.00%00.0%Unchanged
Huntington National Bank52$32.0K0.00%00.0%Unchanged
Wolff Wiese Magana LLC53$32.0K0.02%+2+3.9%Added
FinTrust Capital Advisors, LLC51$31.0K0.01%−12−19.0%Reduced
SRS Capital Advisors, Inc.50$31.0K0.00%−9−15.3%Reduced
CoreCap Advisors, LLC51$31.0K0.00%+51New
AdvisorNet Financial, Inc49$30.0K0.00%+26+113.0%Added
Allworth Financial LP47$29.0K0.00%+16+51.6%Added
Princeton Global Asset Management LLC45$28.0K0.01%00.0%Unchanged
Sierra Capital LLC46$28.0K0.00%+5+12.2%Added
AGF Investments LLC44$27.0K0.00%−95−68.3%Reduced
Washington Trust Co44$27.0K0.00%00.0%Unchanged
Equitec Proprietary Markets, LLC43$26.0K0.01%+43New
Clean Yield Group40$25.0K0.01%00.0%Unchanged
Sargent Bickham Lagudis LLC41$25.0K0.00%+1+2.5%Added
Albion Financial Group41$25.0K0.00%+18+78.3%Added
Earnest Partners LLC37$23.0K0.00%00.0%Unchanged
Accel Wealth Management37$23.0K0.01%00.0%Unchanged
Quent Capital, LLC35$21.0K0.00%+35New
Kistler-Tiffany Companies, LLC33$20.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.33$20.0K0.01%00.0%Unchanged
Zullo Investment Group, Inc.33$20.0K0.01%+33New
Stuart Chaussee & Associates, Inc.31$19.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC31$19.0K0.00%00.0%Unchanged
Sageworth Trust Co30$18.0K0.00%−100−76.9%Reduced
Plante Moran Financial Advisors, LLC29$18.0K0.00%+29New
McDonald Partners LLC27$16.5K0.02%+27New
Absolute Capital Management, LLC27$16.5K0.02%+27New
MV Capital Management, Inc.26$16.0K0.00%+2+8.3%Added
Whittier Trust Co of Nevada Inc25$15.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC24$15.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc24$15.0K0.00%+7+41.2%Added
Concord Wealth Partners25$15.0K0.00%+25New
Covestor Ltd24$15.0K0.02%+24New
Tarbox Family Office, Inc.23$14.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.23$14.0K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC22$13.0K0.00%00.0%Unchanged
Versant Capital Management, Inc22$13.0K0.00%00.0%Unchanged
Lee Financial Co21$13.0K0.00%+21New
FourThought Financial, LLC19$12.0K0.00%−66−77.6%Reduced