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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, Q1 2022

Institutional positions in MSCI Inc. as of Mar 31, 2022. 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
820
−24 vs. Q4 2021
Shares held
72.8M
−1.41M (−1.9%) vs. Q4 2021
Total value
$36.6B
−$8.60B (−19.0%) vs. Q4 2021
New holders
87
310 more added
Sold out
111
319 more reduced

7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 820 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 heldQ1 2022: $36.6B
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, Q1 2022

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2021.

Institutions holding MSCI in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC–$5020.00%––
Archer Investment Corp2$9720.00%00.0%Unchanged
PEAK6 Investments LLC2$1.00K0.00%−7,593−100.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC2$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2$1.00K0.00%+2New
Sound Income Strategies, LLC1$1.00K0.00%+1New
Global Financial Private Client, LLC2$1.03K0.00%00.0%Unchanged
Schubert & Co3$2.00K0.00%−2−40.0%Reduced
Thompson Siegel & Walmsley LLC3$2.00K0.00%00.0%Unchanged
Surevest, LLC4$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC3$2.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC3$2.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC4$2.00K0.00%00.0%Unchanged
Curi Capital4$2.00K0.00%00.0%Unchanged
HM Payson & Co3$2.00K0.00%+3New
MCF Advisors LLC3$2.00K0.00%+3New
Patriot Financial Group Insurance Agency, LLC3$2.00K0.00%+3New
Disciplined Investments, LLC4$2.00K0.00%+4New
Estabrook Capital Management5$2.51K0.00%00.0%Unchanged
Laffer Tengler Investments5$2.51K0.00%+5New
Prestige Wealth Management Group LLC6$3.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC5$3.00K0.00%−2−28.6%Reduced
First National Bank of South Miami5$3.00K0.00%00.0%Unchanged
Key Financial Inc5$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$3.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.7$3.00K0.00%+4+133.3%Added
Cordant, Inc.5$3.00K0.00%+5New
Raffa Wealth Management, LLC7$3.52K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC8$4.00K0.00%+2+33.3%Added
BDO Wealth Advisors, LLC7$4.00K0.00%00.0%Unchanged
Steward Financial Group LLC8$4.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC7$4.00K0.00%+7New
SRS Capital Advisors, Inc.10$5.00K0.00%−40−80.0%Reduced
Albion Financial Group9$5.00K0.00%−32−78.0%Reduced
Manchester Capital Management LLC9$5.00K0.00%−2−18.2%Reduced
Asset Dedication, LLC9$5.00K0.00%+2+28.6%Added
Bedel Financial Consulting, Inc.9$5.00K0.00%+9New
Eukles Asset Management11$6.00K0.00%00.0%Unchanged
Core Alternative Capital12$6.00K0.00%+9+300.0%Added
Dixon Hughes Goodman Wealth Advisors LLC13$7.00K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota16$8.00K0.01%−79−83.2%Reduced
FinTrust Capital Advisors, LLC16$8.00K0.00%−35−68.6%Reduced
Stuart Chaussee & Associates, Inc.15$8.00K0.00%−16−51.6%Reduced
Mine & Arao Wealth Creation & Management, LLC.16$8.00K0.00%00.0%Unchanged
Smith Group Asset Management, LLC15$8.00K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.16$8.05K0.00%+9+128.6%Added
Valley National Advisers Inc17$9.00K0.00%+6+54.5%Added
Versant Capital Management, Inc19$10.0K0.00%−3−13.6%Reduced
FourThought Financial, LLC19$10.0K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC20$10.0K0.00%+20New
BerganKDV Wealth Management, LLC22$11.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc23$12.0K0.00%−26−53.1%Reduced
Tradition Wealth Management, LLC24$12.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.23$12.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.23$12.0K0.01%00.0%Unchanged
Hanson & Doremus Investment Management23$12.0K0.00%+23New
Whittier Trust Co of Nevada Inc25$13.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.27$14.0K0.00%+11+68.8%Added
Benjamin Edwards Inc30$15.0K0.00%−30−50.0%Reduced
GPS Wealth Strategies Group, LLC31$15.0K0.00%00.0%Unchanged
MV Capital Management, Inc.30$15.0K0.00%+4+15.4%Added
Concord Wealth Partners29$15.0K0.00%+4+16.0%Added
Zullo Investment Group, Inc.32$16.0K0.01%−1−3.0%Reduced
Kistler-Tiffany Companies, LLC33$17.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.33$17.0K0.01%00.0%Unchanged
Clear Street Markets LLC33$17.0K0.01%+33New
Earnest Partners LLC37$19.0K0.00%00.0%Unchanged
Accel Wealth Management37$19.0K0.01%00.0%Unchanged
Sargent Bickham Lagudis LLC41$20.0K0.00%00.0%Unchanged
Quent Capital, LLC40$20.0K0.00%+5+14.3%Added
Covestor Ltd42$21.0K0.01%+18+75.0%Added
TCI Wealth Advisors, Inc.42$21.0K0.00%+24+133.3%Added
Pin Oak Investment Advisors Inc46$23.0K0.02%−16−25.8%Reduced
Princeton Global Asset Management LLC45$23.0K0.01%00.0%Unchanged
Sierra Capital LLC46$23.0K0.00%00.0%Unchanged
Washington Trust Co44$23.0K0.00%00.0%Unchanged
Riverview Trust Co49$25.0K0.02%+49New
Farmers & Merchants Investments Inc52$26.0K0.00%−3−5.5%Reduced
Huntington National Bank52$26.0K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.61$30.0K0.01%+1+1.7%Added
Kelly Financial Services LLC60$30.3K0.01%−6−9.1%Reduced
Byrne Asset Management LLC65$33.0K0.02%−2,173−97.1%Reduced
Close Asset Management Ltd55$34.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd75$38.0K0.00%−113−60.1%Reduced
Gemmer Asset Management LLC84$42.0K0.01%+2+2.4%Added
Allworth Financial LP83$42.0K0.00%+36+76.6%Added
Central Trust Co89$45.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC89$45.0K0.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.89$45.0K0.02%00.0%Unchanged
Massmutual Trust Co FSB92$46.0K0.00%−3−3.2%Reduced
Jackson, Grant Investment Advisers, Inc.94$47.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust94$48.0K0.01%−9−8.7%Reduced
Carolinas Wealth Consulting LLC99$50.0K0.01%+27+37.5%Added
Rosenberg Matthew Hamilton100$50.0K0.02%+100New
Trustcore Financial Services, LLC106$53.0K0.00%00.0%Unchanged
CVA Family Office, LLC107$54.0K0.01%−5−4.5%Reduced
Cullen/Frost Bankers, Inc.110$55.0K0.00%−85−43.6%Reduced
Mascoma Wealth Management LLC112$56.0K0.02%+36+47.4%Added
Glassman Wealth Services111$56.0K0.01%+51+85.0%Added