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 |
|---|---|---|---|---|---|
| Menard Financial Group LLC | 1,203 | $605.0K | 0.60% | +3+0.3% | Added |
| Transform Wealth, LLC | 1,217 | $612.0K | 0.07% | −95−7.2% | Reduced |
| Snowden Capital Advisors LLC | 1,220 | $613.0K | 0.02% | +753+161.2% | Added |
| Seven Eight Capital, LP | 1,229 | $618.0K | 0.08% | +1,229 | New |
| LVW Advisors, LLC | 1,230 | $619.0K | 0.11% | −1,066−46.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,237 | $622.0K | 0.00% | +367+42.2% | Added |
| Oak Ridge Investments LLC | 1,252 | $630.0K | 0.07% | −3−0.2% | Reduced |
| Cresset Asset Management, LLC | 1,254 | $631.0K | 0.01% | +202+19.2% | Added |
| Captrust Financial Advisors | 1,265 | $636.0K | 0.00% | +151+13.6% | Added |
| RB Capital Management, LLC | 1,276 | $642.0K | 0.21% | +181+16.5% | Added |
| IBM Retirement Fund | 1,279 | $643.0K | 0.09% | −57−4.3% | Reduced |
| Capital Asset Advisory Services LLC | 1,291 | $649.0K | 0.07% | −865−40.1% | Reduced |
| Vestcor Inc | 1,304 | $656.0K | 0.02% | +134+11.5% | Added |
| Metis Global Partners, LLC | 1,304 | $656.0K | 0.08% | +585+81.4% | Added |
| Elevated Capital Advisors, LLC | 1,318 | $663.0K | 0.22% | +1,318 | New |
| Schonfeld Strategic Advisors LLC | 1,320 | $664.0K | 0.01% | −64−4.6% | Reduced |
| Veriti Management LLC | 1,321 | $664.0K | 0.08% | +22+1.7% | Added |
| Wolverine Trading, LLC | 1,309 | $668.0K | 0.02% | −777−37.2% | Reduced |
| IndexIQ Advisors LLC | 1,338 | $673.0K | 0.02% | −9−0.7% | Reduced |
| Gilbert & Cook, Inc. | 1,343 | $675.0K | 0.11% | +56+4.4% | Added |
| Mawer Investment Management Ltd. | 1,368 | $688.0K | 0.00% | +216+18.8% | Added |
| Roberts Capital Advisors, LLC | 1,387 | $697.0K | 0.72% | 00.0% | Unchanged |
| Prudential PLC | 1,393 | $701.0K | 0.01% | +1,393 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,400 | $704.0K | 0.33% | +400+40.0% | Added |
| Cigna Investments Inc | 1,414 | $710.0K | 0.09% | −445−23.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,419 | $714.0K | 0.05% | +12+0.9% | Added |
| Angeles Wealth Management, LLC | 1,420 | $714.0K | 0.14% | +1,420 | New |
| Ballentine Partners, LLC | 1,421 | $715.0K | 0.02% | +25+1.8% | Added |
| Toroso Investments, LLC | 1,438 | $723.0K | 0.02% | +141+10.9% | Added |
| Alera Investment Advisors, LLC | 1,438 | $723.0K | 0.17% | +1,438 | New |
| Fieldpoint Private Securities, LLC | 1,444 | $726.0K | 0.15% | −321−18.2% | Reduced |
| Value Partners Investments Inc. | 1,451 | $730.0K | 0.06% | +1,451 | New |
| Bradley Foster & Sargent Inc | 1,469 | $739.0K | 0.02% | +769+109.9% | Added |
| Oak Thistle LLC | 1,475 | $742.0K | 0.39% | +1,475 | New |
| Illinois Municipal Retirement Fund | 1,497 | $753.0K | 0.02% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 1,500 | $754.0K | 0.40% | +1,500 | New |
| Verition Fund Management LLC | 1,514 | $761.0K | 0.01% | +193+14.6% | Added |
| Natixis Investment Managers International | 1,516 | $762.0K | 0.01% | +1,011+200.2% | Added |
| Canandaigua National Corp | 1,521 | $765.0K | 0.12% | −403−20.9% | Reduced |
| Empirical Finance, LLC | 1,553 | $781.0K | 0.09% | +169+12.2% | Added |
| Merit Financial Group, LLC | 1,555 | $782.0K | 0.05% | +24+1.6% | Added |
| Regentatlantic Capital LLC | 1,579 | $794.0K | 0.02% | +707+81.1% | Added |
| Wetherby Asset Management Inc | 1,583 | $796.0K | 0.05% | +240+17.9% | Added |
| Dynamic Technology Lab Private Ltd | 1,605 | $807.0K | 0.10% | +1,605 | New |
| Paloma Partners Management Co | 1,676 | $843.0K | 0.06% | −18,772−91.8% | Reduced |
| Advisory Services Network, LLC | 1,687 | $849.0K | 0.02% | +168+11.1% | Added |
| ETF Managers Group, LLC | 1,666 | $850.0K | 0.02% | +37+2.3% | Added |
| Strategy Asset Managers LLC | 1,693 | $851.0K | 0.18% | +37+2.2% | Added |
| Balasa Dinverno & Foltz LLC | 1,733 | $871.0K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,690 | $871.0K | 0.01% | +110+7.0% | Added |
| Wealth Management Associates, Inc. | 1,743 | $876.5K | 0.50% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 1,748 | $879.0K | 0.26% | −232−11.7% | Reduced |
| Fortis Capital Management LLC | 1,751 | $881.0K | 0.46% | −2,855−62.0% | Reduced |
| Veritable, L.P. | 1,754 | $882.0K | 0.01% | −55−3.0% | Reduced |
| Chartwell Investment Partners, LLC | 1,759 | $885.0K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,774 | $892.0K | 0.24% | −190−9.7% | Reduced |
| Blair William & Co | 1,774 | $892.0K | 0.00% | −149−7.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,789 | $900.0K | 0.01% | −288−13.9% | Reduced |
| Buckley Wealth Management, LLC | 1,790 | $900.0K | 0.24% | +30+1.7% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,814 | $912.0K | 0.10% | +47+2.7% | Added |
| CIBC World Markets Inc. | 1,831 | $921.0K | 0.00% | +104+6.0% | Added |
| Sompo Asset Management Co., Ltd. | 1,850 | $930.0K | 0.20% | +130+7.6% | Added |
| National Asset Management, Inc. | 1,899 | $955.0K | 0.03% | +106+5.9% | Added |
| Liberty Wealth Management LLC | 1,906 | $958.0K | 0.35% | −20−1.0% | Reduced |
| Mass Ave Global Inc. | 1,958 | $985.0K | 0.38% | +1,958 | New |
| Applied Research Investments, LLC | 1,973 | $992.0K | 2.96% | −9,953−83.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,979 | $995.0K | 0.00% | −920−31.7% | Reduced |
| Exencial Wealth Advisors, LLC | 2,002 | $1.01M | 0.05% | −10.0% | Reduced |
| Tocqueville Asset Management L.P. | 2,010 | $1.01M | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,042 | $1.03M | 0.11% | +151+8.0% | Added |
| Csenge Advisory Group | 2,042 | $1.03M | 0.08% | +494+31.9% | Added |
| Fred Alger Management, LLC | 2,059 | $1.03M | 0.00% | −40−1.9% | Reduced |
| Archon Partners LLC | 2,073 | $1.04M | 0.14% | +2,073 | New |
| Pearl River Capital, LLC | 2,083 | $1.05M | 0.29% | +2,083 | New |
| Stevens Capital Management LP | 2,084 | $1.05M | 0.23% | −6−0.3% | Reduced |
| HRT Financial LP | 2,098 | $1.05M | 0.01% | +2,098 | New |
| Greenleaf Trust | 2,115 | $1.06M | 0.01% | −11−0.5% | Reduced |
| Donoghue Forlines LLC | 2,127 | $1.07M | 0.23% | +779+57.8% | Added |
| Ieq Capital, LLC | 2,149 | $1.08M | 0.03% | +170+8.6% | Added |
| Assetmark, Inc | 2,161 | $1.09M | 0.00% | +972+81.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,163 | $1.09M | 0.00% | −256−10.6% | Reduced |
| Dana Investment Advisors, Inc. | 2,188 | $1.10M | 0.05% | +85+4.0% | Added |
| NewEdge Wealth, LLC | 2,213 | $1.11M | 0.05% | −1,286−36.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,220 | $1.12M | 0.02% | −442−16.6% | Reduced |
| Atria Wealth Solutions, Inc. | 2,222 | $1.12M | 0.02% | +2,222 | New |
| Contravisory Investment Management, Inc. | 2,231 | $1.12M | 0.32% | −193−8.0% | Reduced |
| Cavalier Investments, LLC | 2,241 | $1.13M | 0.29% | −252−10.1% | Reduced |
| Arbor Capital Management Inc | 2,194 | $1.13M | 0.87% | −804−26.8% | Reduced |
| TrinityPoint Wealth, LLC | 2,260 | $1.14M | 0.21% | +1,931+586.9% | Added |
| Achmea Investment Management B.V. | 2,267 | $1.14M | 0.03% | +2,267 | New |
| Commonwealth Equity Services, LLC | 2,280 | $1.15M | 0.00% | +12+0.5% | Added |
| City Holding Co | 2,299 | $1.16M | 0.19% | +361+18.6% | Added |
| Bienville Capital Management, LLC | 2,310 | $1.16M | 0.58% | 00.0% | Unchanged |
| JustInvest LLC | 2,316 | $1.17M | 0.06% | +452+24.2% | Added |
| Bennett Selby Investments LP | 2,374 | $1.19M | 0.72% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,395 | $1.20M | 0.03% | +1,344+127.9% | Added |
| Tredje AP-fonden | 2,399 | $1.21M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,399 | $1.21M | 0.11% | +197+8.9% | Added |
| Redpoint Investment Management Pty Ltd | 2,421 | $1.22M | 0.12% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.22M | 0.48% | 00.0% | Unchanged |