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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Trust Co | 119 | $60.0K | 0.00% | −8−6.3% | Reduced |
| Lindbrook Capital, LLC | 119 | $60.0K | 0.01% | −1−0.8% | Reduced |
| Western Pacific Wealth Management, LP | 120 | $60.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 123 | $62.0K | 0.01% | +6+5.1% | Added |
| GeoWealth Management, LLC | 132 | $66.0K | 0.01% | +3+2.3% | Added |
| Money Concepts Capital Corp | 132 | $66.0K | 0.00% | +132 | New |
| Chiron Investment Management, LLC | 138 | $69.0K | 0.01% | +138 | New |
| Seldon Capital LP | 143 | $72.0K | 0.04% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 151 | $76.0K | 0.04% | +19+14.4% | Added |
| State of Wyoming | 159 | $80.0K | 0.04% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 166 | $83.0K | 0.02% | +59+55.1% | Added |
| Newfound Research LLC | 185 | $93.0K | 0.12% | +185 | New |
| NuWave Investment Management, LLC | 186 | $94.0K | 0.13% | +186 | New |
| Arlington Partners LLC | 195 | $98.0K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 196 | $98.0K | 0.02% | +196 | New |
| Private Capital Group, LLC | 205 | $103.0K | 0.02% | +13+6.8% | Added |
| Desjardins Global Asset Management Inc. | 246 | $123.0K | 0.01% | −14−5.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 245 | $123.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 248 | $125.0K | 0.00% | +2+0.8% | Added |
| Godsey & Gibb Associates | 250 | $126.0K | 0.05% | +250 | New |
| Geo Capital Gestora de Recursos Ltd | 191 | $137.0K | 0.06% | 00.0% | Unchanged |
| Sycomore Asset Management | 273 | $141.0K | 0.02% | +169+162.5% | Added |
| Capital Advisors, Ltd. LLC | 288 | $145.0K | 0.02% | +156+118.2% | Added |
| Aaron Wealth Advisors | 73,420 | $146.0K | 0.00% | +73,420 | New |
| Hantz Financial Services, Inc. | 298 | $150.0K | 0.00% | −20,407−98.6% | Reduced |
| Global Retirement Partners, LLC | 364 | $151.0K | 0.01% | +364 | New |
| Harbor Capital Advisors, Inc. | 310 | $156.0K | 0.07% | +310 | New |
| Northwestern Mutual Wealth Management Co | 334 | $168.0K | 0.00% | −83−19.9% | Reduced |
| American Portfolios Advisors | 342 | $172.0K | 0.01% | −30−8.1% | Reduced |
| Umb Bank N A | 360 | $181.0K | 0.00% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 366 | $184.0K | 0.07% | −771−67.8% | Reduced |
| Standard Family Office LLC | 372 | $187.0K | 0.05% | +354+1,966.7% | Added |
| Penserra Capital Management LLC | 381 | $191.0K | 0.00% | +23+6.4% | Added |
| Washington Trust Advisors, Inc. | 399 | $200.0K | 0.01% | −5−1.2% | Reduced |
| Evergreen Capital Management LLC | 400 | $201.0K | 0.01% | +400 | New |
| Blue Edge Capital, LLC | 400 | $201.2K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 404 | $203.0K | 0.03% | +404 | New |
| Choate Investment Advisors | 405 | $204.0K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 406 | $204.0K | 0.01% | +47+13.1% | Added |
| Cetera Advisor Networks LLC | 409 | $206.0K | 0.00% | −1,778−81.3% | Reduced |
| MJP Associates Inc | 417 | $210.0K | 0.05% | −1−0.2% | Reduced |
| Advisor Resource Council | 420 | $211.0K | 0.06% | −186−30.7% | Reduced |
| Jacobi Capital Management LLC | 421 | $212.0K | 0.03% | +63+17.6% | Added |
| JCIC Asset Management Inc. | 423 | $213.0K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 425 | $213.0K | 0.01% | +16+3.9% | Added |
| TownSquare Capital, LLC | 425 | $214.0K | 0.01% | −21,946−98.1% | Reduced |
| Smithfield Trust Co | 421 | $214.0K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 425 | $214.0K | 0.07% | +120+39.3% | Added |
| Heritage Wealth Management, LLC | 427 | $215.0K | 0.06% | +427 | New |
| Wedmont Private Capital | 422 | $219.0K | 0.05% | +422 | New |
| Quadrant Capital Group LLC | 444 | $223.0K | 0.03% | +112+33.7% | Added |
| Blueshift Asset Management, LLC | 448 | $225.0K | 0.02% | −9,938−95.7% | Reduced |
| Orion Portfolio Solutions, LLC | 448 | $225.0K | 0.01% | −4,584−91.1% | Reduced |
| Harvest Fund Management Co., Ltd | 449 | $225.0K | 0.05% | −186−29.3% | Reduced |
| West Family Investments, Inc. | 448 | $225.0K | 0.06% | +19+4.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 448 | $225.0K | 0.04% | +448 | New |
| Personal Cfo Solutions, LLC | 452 | $227.0K | 0.04% | −758−62.6% | Reduced |
| Sequoia Financial Advisors, LLC | 453 | $228.0K | 0.01% | +103+29.4% | Added |
| Kolinsky Wealth Management, LLC | 456 | $229.0K | 0.22% | +62+15.7% | Added |
| ICA Group Wealth Management, LLC | 524 | $230.0K | 0.04% | +524 | New |
| Fiduciary Trust Co | 459 | $231.0K | 0.00% | 00.0% | Unchanged |
| Connolly Sarah T. | 460 | $231.0K | 0.14% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 470 | $236.0K | 0.04% | +126+36.6% | Added |
| Anchor Investment Management, LLC | 477 | $239.9K | 0.03% | −4−0.8% | Reduced |
| First Pacific Advisors, LP | 480 | $241.0K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 482 | $242.8K | 0.02% | −14−2.8% | Reduced |
| Independent Advisor Alliance | 483 | $243.0K | 0.01% | +6+1.3% | Added |
| American Trust | 485 | $244.0K | 0.02% | −84−14.8% | Reduced |
| Veracity Capital LLC | 488 | $245.0K | 0.10% | +2+0.4% | Added |
| Apollon Wealth Management, LLC | 489 | $246.0K | 0.02% | −744−60.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 491 | $247.0K | 0.06% | −4,000−89.1% | Reduced |
| Graypoint LLC | 508 | $255.0K | 0.03% | +18+3.7% | Added |
| Tiger Eye Capital LLC | 510 | $256.0K | 0.10% | −48−8.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 514 | $258.5K | 0.00% | −37−6.7% | Reduced |
| IFP Advisors, Inc | 1,268 | $259.0K | 0.00% | +735+137.9% | Added |
| Ontario Teachers Pension Plan Board | 519 | $261.0K | 0.00% | −194−27.2% | Reduced |
| Teza Capital Management LLC | 521 | $262.0K | 0.10% | +32+6.5% | Added |
| My Legacy Advisors, LLC | 523 | $263.0K | 0.12% | +523 | New |
| Atlas Capital Advisors LLC | 525 | $264.0K | 0.04% | −3−0.6% | Reduced |
| Perigon Wealth Management, LLC | 526 | $265.0K | 0.02% | −351−40.0% | Reduced |
| Shelton Capital Management | 530 | $267.0K | 0.01% | 00.0% | Unchanged |
| SRN Advisors, LLC | 540 | $271.6K | 0.12% | −30−5.3% | Reduced |
| Darwin Advisors, LLC | 546 | $275.0K | 0.05% | +117+27.3% | Added |
| Arabesque Asset Management Ltd | 551 | $277.0K | 0.10% | +111+25.2% | Added |
| TrueWealth Advisors, LLC | 453 | $278.0K | 0.12% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 564 | $284.0K | 0.01% | +9+1.6% | Added |
| Fishman Jay A Ltd | 565 | $284.1K | 0.03% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 567 | $285.0K | 0.06% | −757−57.2% | Reduced |
| ASB Consultores, LLC | 569 | $286.0K | 0.12% | −75−11.6% | Reduced |
| Copeland Capital Management, LLC | 570 | $287.0K | 0.01% | +2+0.4% | Added |
| Fenimore Asset Management Inc | 572 | $288.0K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 580 | $292.0K | 0.01% | +580 | New |
| TD Waterhouse Canada Inc. | 499 | $295.4K | 0.00% | +21+4.4% | Added |
| Freestone Capital Holdings, LLC | 602 | $303.0K | 0.01% | +234+63.6% | Added |
| Conning Inc. | 605 | $304.0K | 0.01% | −130−17.7% | Reduced |
| Flagship Harbor Advisors, LLC | 605 | $304.0K | 0.03% | −7−1.1% | Reduced |
| CNB Bank | 605 | $304.0K | 0.17% | +41+7.3% | Added |
| Integrated Wealth Concepts LLC | 606 | $305.0K | 0.01% | −9−1.5% | Reduced |
| Foundry Partners, LLC | 608 | $306.0K | 0.02% | +89+17.1% | Added |
| Ci Investments Inc. | 611 | $307.0K | 0.00% | −376−38.1% | Reduced |