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 |
|---|---|---|---|---|---|
| HWG Holdings LP | 2,436 | $1.23M | 0.61% | −1,572−39.2% | Reduced |
| Paragon Advisors, LLC | 2,436 | $1.23M | 0.51% | −1,041−29.9% | Reduced |
| Davidson Capital Management Inc. | 2,461 | $1.24M | 0.46% | +237+10.7% | Added |
| O'Shares Investment Advisers, LLC | 2,466 | $1.24M | 0.10% | +147+6.3% | Added |
| Tributary Capital Management, LLC | 2,500 | $1.26M | 0.10% | −2,000−44.4% | Reduced |
| Seeyond | 2,607 | $1.31M | 0.13% | +241+10.2% | Added |
| Aigen Investment Management, LP | 2,608 | $1.31M | 0.23% | +2,608 | New |
| Kestra Advisory Services, LLC | 2,615 | $1.31M | 0.01% | −264−9.2% | Reduced |
| Horizon Investments, LLC | 2,632 | $1.32M | 0.04% | +390+17.4% | Added |
| M&T Bank Corp | 2,642 | $1.33M | 0.01% | +25+1.0% | Added |
| Inverness Counsel LLC | 2,654 | $1.33M | 0.06% | +764+40.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 2,765 | $1.39M | 0.16% | +27+1.0% | Added |
| Change Path, LLC | 2,827 | $1.42M | 0.07% | +2,827 | New |
| Advisor OS, LLC | 2,838 | $1.43M | 0.41% | −1,820−39.1% | Reduced |
| Creative Planning | 2,885 | $1.45M | 0.00% | +280+10.7% | Added |
| Cetera Investment Advisers | 2,899 | $1.46M | 0.02% | −481−14.2% | Reduced |
| Fairbanks Capital Management, Inc. | 2,923 | $1.47M | 1.09% | −329−10.1% | Reduced |
| Everence Capital Management Inc | 2,937 | $1.48M | 0.11% | +610+26.2% | Added |
| First Manhattan Co | 3,000 | $1.51M | 0.00% | 00.0% | Unchanged |
| Montanaro Asset Management Ltd | 3,000 | $1.51M | 0.19% | +650+27.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,046 | $1.53M | 0.01% | −3,000−49.6% | Reduced |
| Allstate Corp | 3,083 | $1.55M | 0.04% | −6−0.2% | Reduced |
| Quantamental Technologies LLC | 3,138 | $1.58M | 0.91% | +1,015+47.8% | Added |
| Hancock Whitney Corp | 3,157 | $1.59M | 0.05% | −12,052−79.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,233 | $1.63M | 0.04% | −476−12.8% | Reduced |
| Birinyi Associates Inc | 3,250 | $1.63M | 0.56% | −1,350−29.3% | Reduced |
| Davenport & Co LLC | 3,260 | $1.64M | 0.01% | +380+13.2% | Added |
| Bessemer Securities LLC | 3,304 | $1.66M | 0.48% | 00.0% | Unchanged |
| Advisor Partners LLC | 3,327 | $1.67M | 0.10% | +283+9.3% | Added |
| Virtue Capital Management, LLC | 3,332 | $1.68M | 0.26% | −505−13.2% | Reduced |
| Itau Unibanco Holding S.A. | 3,340 | $1.68M | 0.05% | +3,340 | New |
| Flputnam Investment Management Co | 3,349 | $1.68M | 0.05% | −4,296−56.2% | Reduced |
| Oppenheimer Asset Management Inc. | 3,601 | $1.81M | 0.03% | −13,469−78.9% | Reduced |
| Ghe, LLC | 3,610 | $1.81M | 1.51% | +170+4.9% | Added |
| Sumitomo Life Insurance Co | 3,615 | $1.82M | 0.04% | −58−1.6% | Reduced |
| Westwood Holdings Group Inc. | 3,718 | $1.87M | 0.02% | −420−10.1% | Reduced |
| Park Avenue Securities LLC | 3,789 | $1.91M | 0.03% | +276+7.9% | Added |
| Mercer Global Advisors Inc | 3,822 | $1.92M | 0.01% | −789−17.1% | Reduced |
| Panagora Asset Management Inc | 3,871 | $1.95M | 0.01% | +34+0.9% | Added |
| Atria Investments LLC | 3,889 | $1.96M | 0.03% | −4,466−53.5% | Reduced |
| E. Ohman J:or Asset Management AB | 3,912 | $1.97M | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,949 | $1.99M | 0.03% | +92+2.4% | Added |
| Employees Retirement System of Texas | 3,951 | $1.99M | 0.02% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 3,993 | $2.01M | 0.67% | +2,173+119.4% | Added |
| Bayesian Capital Management, LP | 4,009 | $2.02M | 0.30% | +4,009 | New |
| Lazard Asset Management LLC | 4,060 | $2.04M | 0.00% | −19,978−83.1% | Reduced |
| Scotia Capital Inc. | 4,074 | $2.05M | 0.01% | −3,256−44.4% | Reduced |
| First Hawaiian Bank | 4,096 | $2.06M | 0.06% | +626+18.0% | Added |
| Northwest & Ethical Investments L.P. | 4,174 | $2.10M | 0.07% | −4,756−53.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,199 | $2.11M | 0.05% | −1,230−22.7% | Reduced |
| Perpetual Investment Management Ltd | 4,323 | $2.17M | 0.27% | −633−12.8% | Reduced |
| Alamar Capital Management, LLC | 4,327 | $2.18M | 1.83% | +176+4.2% | Added |
| Gotham Asset Management, LLC | 4,346 | $2.19M | 0.07% | +2,816+184.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,398 | $2.21M | 0.03% | −3,800−46.4% | Reduced |
| Corient Capital Partners, LLC | 4,471 | $2.25M | 0.15% | +881+24.5% | Added |
| ProVise Management Group, LLC | 4,498 | $2.26M | 0.21% | −513−10.2% | Reduced |
| Colony Group LLC | 4,589 | $2.31M | 0.03% | −27−0.6% | Reduced |
| Banque Pictet & Cie SA | 4,595 | $2.31M | 0.02% | −365−7.4% | Reduced |
| Duality Advisers, LP | 4,621 | $2.32M | 0.25% | +4,621 | New |
| Bridgewater Associates, LP | 4,627 | $2.33M | 0.01% | +4,627 | New |
| New Mexico Educational Retirement Board | 4,700 | $2.36M | 0.09% | −300−6.0% | Reduced |
| Gamco Investors, Inc. Et Al | 4,738 | $2.38M | 0.02% | +14+0.3% | Added |
| Metropolitan Life Insurance Co | 4,844 | $2.44M | 0.09% | −7,014−59.1% | Reduced |
| FDx Advisors, Inc. | 4,857 | $2.44M | 0.08% | −37,092−88.4% | Reduced |
| Freedom Day Solutions, LLC | 4,913 | $2.47M | 1.06% | −217−4.2% | Reduced |
| Macquarie Group Ltd | 4,917 | $2.47M | 0.00% | −2,889−37.0% | Reduced |
| Occudo Quantitative Strategies LP | 4,919 | $2.47M | 0.21% | +4,919 | New |
| Candriam Luxembourg S.C.A. | 4,924 | $2.48M | 0.02% | +655+15.3% | Added |
| EFG Asset Management (Americas) Corp. | 4,972 | $2.50M | 0.46% | −2,170−30.4% | Reduced |
| Louisiana State Employees Retirement System | 5,100 | $2.52M | 0.06% | −100−1.9% | Reduced |
| Proequities, Inc. | 5,015 | $2.52M | 0.19% | −335−6.3% | Reduced |
| Ethic Inc. | 5,127 | $2.58M | 0.18% | +1,295+33.8% | Added |
| Kentucky Retirement Systems | 5,180 | $2.60M | 0.11% | +151+3.0% | Added |
| AlphaCrest Capital Management LLC | 5,194 | $2.61M | 0.15% | −568−9.9% | Reduced |
| Point72 Asset Management, L.P. | 5,388 | $2.71M | 0.01% | +3,788+236.8% | Added |
| Wealthfront Advisers LLC | 5,403 | $2.72M | 0.01% | −336−5.9% | Reduced |
| PFG Advisors | 5,409 | $2.72M | 0.28% | −57−1.0% | Reduced |
| Paradiem, LLC | 5,432 | $2.75M | 0.90% | +126+2.4% | Added |
| Fifth Third Bancorp | 5,643 | $2.84M | 0.01% | +861+18.0% | Added |
| Gofen & Glossberg LLC | 5,655 | $2.84M | 0.06% | 00.0% | Unchanged |
| APG Asset Management N.V. | 6,295 | $2.85M | 0.01% | −11,400−64.4% | Reduced |
| Spectrum Management Group, LLC | 5,691 | $2.86M | 0.45% | +14+0.2% | Added |
| Jefferies Group LLC | 5,927 | $2.98M | 0.07% | +517+9.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,929 | $2.98M | 0.01% | −821,082−99.3% | Reduced |
| Gardner Lewis Asset Management L P | 5,975 | $3.00M | 0.56% | +425+7.7% | Added |
| Aurora Investment Managers, LLC. | 6,104 | $3.07M | 2.28% | +6,104 | New |
| Maryland State Retirement & Pension System | 6,112 | $3.07M | 0.08% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 6,120 | $3.08M | 0.15% | −13,622−69.0% | Reduced |
| Engineers Gate Manager LP | 6,142 | $3.09M | 0.12% | +4,334+239.7% | Added |
| FORA Capital, LLC | 6,065 | $3.10M | 0.56% | +6,065 | New |
| Tudor Investment Corp Et Al | 6,156 | $3.10M | 0.08% | −5,434−46.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,162 | $3.10M | 0.02% | +2,367+62.4% | Added |
| King Luther Capital Management Corp | 6,210 | $3.12M | 0.02% | −3,385−35.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,232 | $3.13M | 0.18% | −6,879−52.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,251 | $3.14M | 0.07% | +6,251 | New |
| Raymond James Financial Services Advisors, Inc. | 6,519 | $3.28M | 0.01% | −1,928−22.8% | Reduced |
| Private Advisor Group, LLC | 6,598 | $3.32M | 0.03% | −1,970−23.0% | Reduced |
| LGT Fund Management Co Ltd. | 6,500 | $3.35M | 0.45% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 6,703 | $3.37M | 0.11% | +6,703 | New |
| Level Four Advisory Services, LLC | 6,713 | $3.38M | 0.26% | +434+6.9% | Added |