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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 622 | $313.0K | 0.04% | −530−46.0% | Reduced |
| Sentry Investment Management LLC | 623 | $313.0K | 0.10% | −105−14.4% | Reduced |
| Parallel Advisors, LLC | 625 | $319.0K | 0.01% | −124−16.6% | Reduced |
| CWM, LLC | 640 | $322.0K | 0.00% | +227+55.0% | Added |
| Quantinno Capital Management LP | 644 | $324.0K | 0.05% | +644 | New |
| Chilton Investment Co LLC | 650 | $327.0K | 0.01% | −110−14.5% | Reduced |
| Exane Derivatives | 655 | $329.4K | 0.09% | −49−7.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 660 | $332.0K | 0.03% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 663 | $333.0K | 0.03% | +663 | New |
| Pitcairn Co | 667 | $335.0K | 0.03% | +26+4.1% | Added |
| Comerica Securities,inc. | 672 | $338.0K | 0.02% | +105+18.5% | Added |
| EP Wealth Advisors, LLC | 675 | $340.0K | 0.01% | +242+55.9% | Added |
| Brown Brothers Harriman & Co | 679 | $341.0K | 0.00% | +54+8.6% | Added |
| Meristem Family Wealth, LLC | 680 | $342.0K | 0.04% | −12−1.7% | Reduced |
| Ascent Wealth Partners, LLC | 684 | $344.0K | 0.06% | −20−2.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 688 | $346.0K | 0.09% | +688 | New |
| Wealth Alliance | 699 | $352.0K | 0.07% | −449−39.1% | Reduced |
| Paradigm Asset Management Co LLC | 700 | $352.0K | 0.09% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 710 | $357.0K | 0.07% | −19−2.6% | Reduced |
| HBK Sorce Advisory LLC | 713 | $359.0K | 0.02% | +15+2.1% | Added |
| Virtu Financial LLC | 719 | $362.0K | 0.03% | +350+94.9% | Added |
| Bryn Mawr Trust Co | 728 | $366.0K | 0.01% | −177−19.6% | Reduced |
| Lido Advisors, LLC | 728 | $366.0K | 0.01% | +29+4.1% | Added |
| Ambassador Advisors, LLC | 730 | $367.0K | 0.07% | −135−15.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 735 | $370.0K | 0.04% | −2,393−76.5% | Reduced |
| SFMG, LLC | 735 | $370.0K | 0.04% | −2−0.3% | Reduced |
| Symmetry Partners, LLC | 744 | $374.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 770 | $387.0K | 0.01% | +77+11.1% | Added |
| WSFS Capital Management, LLC | 772 | $388.0K | 0.11% | +772 | New |
| Pathstone Family Office, LLC | 774 | $389.0K | 0.01% | −61−7.3% | Reduced |
| RFG Advisory, LLC | 775 | $390.0K | 0.02% | −19−2.4% | Reduced |
| Prospera Financial Services Inc | 776 | $390.0K | 0.02% | +290+59.7% | Added |
| Elk River Wealth Management, LLC | 780 | $392.0K | 0.09% | 00.0% | Unchanged |
| JSF Financial, LLC | 783 | $394.0K | 0.17% | −610−43.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 786 | $395.0K | 0.02% | +786 | New |
| Signaturefd, LLC | 788 | $396.0K | 0.01% | +44+5.9% | Added |
| Magellan Asset Management Ltd | 790 | $397.0K | 0.00% | +139+21.4% | Added |
| World Equity Group, Inc. | 790 | $397.3K | 0.09% | +790 | New |
| Corbett Road Capital Management, LLC | 791 | $398.0K | 0.51% | +791 | New |
| CAPROCK Group, Inc. | 793 | $399.0K | 0.04% | +17+2.2% | Added |
| Coldstream Capital Management Inc | 795 | $400.0K | 0.01% | −130−14.1% | Reduced |
| BMS Financial Advisors, LLC | 795 | $400.0K | 0.25% | +49+6.6% | Added |
| Boit C F David | 810 | $407.0K | 0.27% | −100−11.0% | Reduced |
| WR Wealth Planners, LLC | 815 | $409.8K | 0.24% | +815 | New |
| Trust Asset Management LLC | 837 | $421.0K | 0.05% | +30+3.7% | Added |
| BSW Wealth Partners | 842 | $423.0K | 0.11% | +103+13.9% | Added |
| AIA Group Ltd | 843 | $424.0K | 0.02% | +245+41.0% | Added |
| Raymond James Trust N.A. | 861 | $433.0K | 0.01% | −112−11.5% | Reduced |
| Siemens Fonds Invest GmbH | 863 | $434.0K | 0.04% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 867 | $436.0K | 0.04% | +17+2.0% | Added |
| Zions Bancorporation, N.A. | 872 | $439.0K | 0.04% | +222+34.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 875 | $440.0K | 0.02% | −100−10.3% | Reduced |
| Chicago Partners Investment Group LLC | 1,120 | $448.0K | 0.03% | +11+1.0% | Added |
| Gladstone Institutional Advisory LLC | 893 | $449.0K | 0.03% | +893 | New |
| Rockefeller Capital Management L.P. | 898 | $451.0K | 0.00% | +191+27.0% | Added |
| Grove Bank & Trust | 901 | $453.0K | 0.09% | −70−7.2% | Reduced |
| Pendal Group Limited | 929 | $467.0K | 0.00% | +67+7.8% | Added |
| Hillsdale Investment Management Inc. | 940 | $473.0K | 0.03% | −50−5.1% | Reduced |
| Checchi Capital Advisers, LLC | 942 | $474.0K | 0.05% | +109+13.1% | Added |
| Private Trust Co NA | 946 | $476.0K | 0.07% | −20−2.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 954 | $480.0K | 0.31% | +107+12.6% | Added |
| Cerity Partners LLC | 954 | $481.0K | 0.01% | −6−0.6% | Reduced |
| Stephens Inc | 971 | $488.0K | 0.01% | −7,520−88.6% | Reduced |
| Ellevest, Inc. | 977 | $491.0K | 0.04% | +340+53.4% | Added |
| Pinnacle Associates Ltd | 976 | $491.0K | 0.01% | +976 | New |
| Meeder Asset Management Inc | 995 | $500.0K | 0.02% | +995 | New |
| Sigma Planning Corp | 996 | $501.0K | 0.02% | −274−21.6% | Reduced |
| Harbor Advisors LLC | 1,000 | $503.0K | 0.10% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,000 | $503.0K | 0.03% | +300+42.9% | Added |
| WealthBridge Capital Management, LLC | 1,006 | $506.0K | 0.19% | −9−0.9% | Reduced |
| Keybank National Association | 1,009 | $507.0K | 0.00% | −143−12.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,020 | $513.0K | 0.13% | +231+29.3% | Added |
| Jackson Creek Investment Advisors LLC | 1,024 | $515.0K | 0.19% | −39−3.7% | Reduced |
| Leonteq Securities AG | 1,026 | $516.0K | 0.02% | +787+329.3% | Added |
| Mountain Capital Investment Advisors, Inc | 1,070 | $520.0K | 0.25% | −332−23.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,037 | $521.0K | 0.02% | −44−4.1% | Reduced |
| Kestra Private Wealth Services, LLC | 1,046 | $526.0K | 0.03% | −237−18.5% | Reduced |
| Clarius Group, LLC | 861 | $528.0K | 0.04% | 00.0% | Unchanged |
| Element Capital Management LLC | 1,056 | $531.0K | 0.27% | +1,056 | New |
| Navellier & Associates Inc | 1,064 | $535.0K | 0.09% | 00.0% | Unchanged |
| Western Financial Corporation | 1,067 | $537.0K | 0.31% | −133−11.1% | Reduced |
| Two Sigma Securities, LLC | 1,067 | $537.0K | 0.07% | +1,067 | New |
| Laurel Wealth Advisors, Inc. | 1,084 | $545.0K | 0.05% | −262−19.5% | Reduced |
| Stanley-Laman Group, Ltd. | 1,086 | $546.0K | 0.08% | −457−29.6% | Reduced |
| Evercore Wealth Management, LLC | 1,088 | $547.0K | 0.01% | −23−2.1% | Reduced |
| Diversified Trust Co | 1,089 | $548.0K | 0.02% | +307+39.3% | Added |
| Ergoteles LLC | 1,099 | $553.0K | 0.02% | −726−39.8% | Reduced |
| Telemus Capital, LLC | 1,107 | $557.0K | 0.05% | +159+16.8% | Added |
| Segall Bryant & Hamill, LLC | 1,129 | $568.0K | 0.01% | +91+8.8% | Added |
| Exchange Traded Concepts, LLC | 1,141 | $574.0K | 0.01% | +709+164.1% | Added |
| Camden Capital, LLC | 1,149 | $578.0K | 0.12% | +156+15.7% | Added |
| Profund Advisors LLC | 1,164 | $585.0K | 0.02% | −208−15.2% | Reduced |
| Forte Capital LLC | 954 | $585.0K | 0.07% | 00.0% | Unchanged |
| Ossiam | 1,166 | $586.0K | 0.02% | −16,530−93.4% | Reduced |
| Copperwynd Financial, LLC | 1,175 | $591.0K | 0.24% | −208−15.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 1,177 | $592.0K | 0.13% | −2,678−69.5% | Reduced |
| Davy Global Fund Management Ltd | 1,180 | $593.0K | 0.10% | −70−5.6% | Reduced |
| Holocene Advisors, LP | 1,183 | $595.0K | 0.00% | +1,183 | New |
| Frank, Rimerman Advisors LLC | 1,191 | $598.9K | 0.19% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,199 | $603.0K | 0.10% | +30+2.6% | Added |