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 |
|---|---|---|---|---|---|
| Redwood Investments, LLC | 6,778 | $3.41M | 0.32% | +30.0% | Added |
| Capital International Sarl | 6,791 | $3.42M | 0.17% | −359−5.0% | Reduced |
| Securian Asset Management, Inc | 6,948 | $3.49M | 0.07% | −126−1.8% | Reduced |
| Financial Counselors Inc | 6,959 | $3.50M | 0.07% | +240+3.6% | Added |
| Synovus Financial Corp | 7,020 | $3.54M | 0.04% | +6,289+860.3% | Added |
| Leverage Partners Absolute Return Fund SPC | 7,080 | $3.56M | 2.54% | −2,940−29.3% | Reduced |
| Covington Capital Management | 7,261 | $3.65M | 0.13% | +245+3.5% | Added |
| Glenmede Trust Co NA | 7,347 | $3.69M | 0.02% | −1,652−18.4% | Reduced |
| Settian Capital LP | 7,450 | $3.75M | 3.62% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 7,487 | $3.77M | 0.02% | +1,883+33.6% | Added |
| Security Asset Management | 7,508 | $3.78M | 1.62% | −42−0.6% | Reduced |
| Fernwood Investment Management, LLC | 7,608 | $3.83M | 1.34% | +242+3.3% | Added |
| Alcosta Capital Management, Inc. | 7,848 | $3.95M | 2.84% | −159−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 7,898 | $3.97M | 0.05% | +6,950+733.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 9,100 | $4.11M | 0.53% | +9,100 | New |
| Natixis | 8,181 | $4.11M | 0.01% | −4,319−34.6% | Reduced |
| Guggenheim Capital LLC | 8,441 | $4.24M | 0.03% | −2,625−23.7% | Reduced |
| Donaldson Capital Management, LLC | 8,465 | $4.26M | 0.19% | −1,059−11.1% | Reduced |
| Quantbot Technologies LP | 8,681 | $4.37M | 0.38% | −555−6.0% | Reduced |
| C WorldWide Group Holding A/S | 8,706 | $4.38M | 0.05% | +924+11.9% | Added |
| Dakota Wealth Management | 8,742 | $4.40M | 0.36% | −79−0.9% | Reduced |
| Polar Capital Holdings Plc | 8,778 | $4.41M | 0.03% | +8,778 | New |
| Dixon Hubard Feinour & Brown Inc | 8,845 | $4.45M | 0.45% | −9,101−50.7% | Reduced |
| Hartford Investment Management Co | 8,851 | $4.45M | 0.12% | +469+5.6% | Added |
| Jump Financial, LLC | 9,000 | $4.53M | 0.19% | +9,000 | New |
| Grandeur Peak Global Advisors, LLC | 9,083 | $4.57M | 0.22% | +3,756+70.5% | Added |
| Twinbeech Capital LP | 9,391 | $4.72M | 0.21% | +9,391 | New |
| Shell Asset Management Co | 9,424 | $4.74M | 0.11% | +4,825+104.9% | Added |
| US Bancorp | 9,483 | $4.77M | 0.01% | +770+8.8% | Added |
| AE Wealth Management LLC | 9,723 | $4.89M | 0.03% | −143−1.4% | Reduced |
| Rheos Capital Works Inc. | 9,800 | $4.93M | 0.24% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 9,822 | $4.94M | 0.04% | +209+2.2% | Added |
| DuPont Capital Management Corp | 9,848 | $4.95M | 0.20% | −780−7.3% | Reduced |
| SG Americas Securities, LLC | 9,921 | $4.99M | 0.04% | +5,326+115.9% | Added |
| CWM Advisors, LLC | 10,025 | $5.04M | 0.58% | −840−7.7% | Reduced |
| PDT Partners, LLC | 10,400 | $5.23M | 0.45% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,436 | $5.25M | 0.01% | −15,619−59.9% | Reduced |
| Credit Agricole S A | 10,511 | $5.29M | 0.16% | +3,513+50.2% | Added |
| Texas Permanent School Fund | 10,541 | $5.30M | 0.07% | −831−7.3% | Reduced |
| First Horizon Advisors, Inc. | 10,621 | $5.34M | 0.29% | −2,419−18.6% | Reduced |
| The PNC Financial Services Group, Inc. | 10,632 | $5.35M | 0.00% | −410−3.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,874 | $5.47M | 0.05% | +525+5.1% | Added |
| Ensign Peak Advisors, Inc | 10,956 | $5.51M | 0.01% | −12,016−52.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 11,185 | $5.62M | 0.56% | +30.0% | Added |
| Xponance, Inc. | 11,278 | $5.67M | 0.09% | +31+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,293 | $5.68M | 0.12% | +68+0.6% | Added |
| Westpac Banking Corp | 11,330 | $5.70M | 0.07% | −19,105−62.8% | Reduced |
| Swiss Life Asset Management Ltd | 11,405 | $5.73M | 0.08% | −861−7.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,436 | $5.75M | 0.03% | −712−5.9% | Reduced |
| AGF Investments America Inc. | 11,523 | $5.79M | 1.05% | −16,042−58.2% | Reduced |
| Bokf, NA | 11,538 | $5.80M | 0.10% | +276+2.5% | Added |
| Mackay Shields LLC | 11,656 | $5.86M | 0.05% | −631−5.1% | Reduced |
| Mutual of America Capital Management LLC | 11,772 | $5.92M | 0.06% | −39−0.3% | Reduced |
| MML Investors Services, LLC | 11,790 | $5.93M | 0.04% | +637+5.7% | Added |
| AMG National Trust Bank | 11,804 | $5.94M | 0.19% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 11,870 | $5.97M | 0.48% | −1,556−11.6% | Reduced |
| K.J. Harrison & Partners Inc | 11,892 | $5.98M | 0.96% | −1,967−14.2% | Reduced |
| Tower Research Capital LLC (TRC) | 11,905 | $5.99M | 0.06% | +5,458+84.7% | Added |
| Commerce Bank | 12,011 | $6.04M | 0.04% | +947+8.6% | Added |
| TD Private Client Wealth LLC | 12,070 | $6.07M | 0.26% | −2,779−18.7% | Reduced |
| DnB Asset Management AS | 12,605 | $6.34M | 0.04% | +704+5.9% | Added |
| British Columbia Investment Management Corp | 12,728 | $6.40M | 0.04% | −1,759−12.1% | Reduced |
| Logan Capital Management Inc | 12,832 | $6.45M | 0.31% | −259−2.0% | Reduced |
| Baldwin Brothers Inc | 12,871 | $6.47M | 0.69% | +768+6.3% | Added |
| ING Groep NV | 12,894 | $6.48M | 0.07% | +2,133+19.8% | Added |
| First Trust Advisors LP | 13,122 | $6.60M | 0.01% | −44,479−77.2% | Reduced |
| Pacer Advisors, Inc. | 13,223 | $6.65M | 0.05% | +5,707+75.9% | Added |
| Acadian Asset Management LLC | 13,281 | $6.67M | 0.03% | +1,241+10.3% | Added |
| IFM Investors Pty Ltd | 13,358 | $6.72M | 0.10% | +2,643+24.7% | Added |
| Cambridge Financial Group, Inc. | 13,535 | $6.81M | 3.05% | −1,175−8.0% | Reduced |
| Eqis Capital Management, Inc. | 13,626 | $6.85M | 0.61% | +1,232+9.9% | Added |
| Empire Life Investments Inc. | 13,647 | $6.86M | 0.44% | −48−0.4% | Reduced |
| Quadrature Capital Ltd | 13,670 | $6.88M | 0.28% | +12,394+971.3% | Added |
| Trexquant Investment LP | 13,875 | $6.98M | 0.33% | +11,761+556.3% | Added |
| Janney Montgomery Scott LLC | 14,022 | $7.05M | 0.03% | −9,516−40.4% | Reduced |
| Yousif Capital Management, LLC | 14,072 | $7.08M | 0.08% | −185−1.3% | Reduced |
| Utah Retirement Systems | 14,146 | $7.11M | 0.09% | −352−2.4% | Reduced |
| Gulf International Bank (UK) Ltd | 14,350 | $7.22M | 0.11% | 00.0% | Unchanged |
| Comerica Bank | 14,850 | $7.33M | 0.05% | −110−0.7% | Reduced |
| Epoch Investment Partners, Inc. | 14,887 | $7.49M | 0.04% | −47,463−76.1% | Reduced |
| Marsico Capital Management LLC | 14,888 | $7.49M | 0.26% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 15,141 | $7.61M | 0.25% | −211−1.4% | Reduced |
| Walter Public Investments Inc. | 18,095 | $7.82M | 2.64% | +18,095 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,710 | $7.90M | 0.08% | −7,800−33.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 15,918 | $8.01M | 0.05% | −951−5.6% | Reduced |
| Marks Group Wealth Management, Inc | 16,049 | $8.07M | 1.01% | +1,521+10.5% | Added |
| Banco Santander, S.A. | 16,236 | $8.16M | 0.09% | +6,401+65.1% | Added |
| Progressive Investment Management Corp | 16,438 | $8.27M | 2.60% | +4,039+32.6% | Added |
| United Capital Financial Advisers, LLC | 16,468 | $8.28M | 0.04% | +108+0.7% | Added |
| AQR Capital Management LLC | 16,676 | $8.39M | 0.02% | +1,073+6.9% | Added |
| Middleton & Co Inc | 17,520 | $8.81M | 0.94% | +29+0.2% | Added |
| Brewin Dolphin Ltd | 18,068 | $9.09M | 0.37% | +157+0.9% | Added |
| Martin Investment Management, LLC | 18,165 | $9.13M | 2.31% | +1,120+6.6% | Added |
| Dock Street Asset Management Inc | 18,373 | $9.24M | 1.66% | −294−1.6% | Reduced |
| Handelsbanken Fonder AB | 18,620 | $9.36M | 0.05% | −546−2.8% | Reduced |
| Nomura Asset Management Co Ltd | 18,899 | $9.50M | 0.05% | −13,036−40.8% | Reduced |
| CIBC World Markets Corp | 19,069 | $9.59M | 0.08% | +1,303+7.3% | Added |
| Marietta Investment Partners LLC | 19,131 | $9.62M | 2.20% | +306+1.6% | Added |
| Pinebridge Investments, L.P. | 19,324 | $9.72M | 0.10% | +12,819+197.1% | Added |
| Personal Capital Advisors Corp | 19,591 | $9.85M | 0.05% | +1,072+5.8% | Added |