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 |
|---|---|---|---|---|---|
| C WorldWide Group Holding A/S | 8,706 | $4.38M | 0.05% | +924+11.9% | Added |
| Quantbot Technologies LP | 8,681 | $4.37M | 0.38% | −555−6.0% | Reduced |
| Donaldson Capital Management, LLC | 8,465 | $4.26M | 0.19% | −1,059−11.1% | Reduced |
| Guggenheim Capital LLC | 8,441 | $4.24M | 0.03% | −2,625−23.7% | Reduced |
| Natixis | 8,181 | $4.11M | 0.01% | −4,319−34.6% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 9,100 | $4.11M | 0.53% | +9,100 | New |
| Beacon Pointe Advisors, LLC | 7,898 | $3.97M | 0.05% | +6,950+733.1% | Added |
| Alcosta Capital Management, Inc. | 7,848 | $3.95M | 2.84% | −159−2.0% | Reduced |
| Fernwood Investment Management, LLC | 7,608 | $3.83M | 1.34% | +242+3.3% | Added |
| Security Asset Management | 7,508 | $3.78M | 1.62% | −42−0.6% | Reduced |
| Daiwa Securities Group Inc. | 7,487 | $3.77M | 0.02% | +1,883+33.6% | Added |
| Settian Capital LP | 7,450 | $3.75M | 3.62% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,347 | $3.69M | 0.02% | −1,652−18.4% | Reduced |
| Covington Capital Management | 7,261 | $3.65M | 0.13% | +245+3.5% | Added |
| Leverage Partners Absolute Return Fund SPC | 7,080 | $3.56M | 2.54% | −2,940−29.3% | Reduced |
| Synovus Financial Corp | 7,020 | $3.54M | 0.04% | +6,289+860.3% | Added |
| Financial Counselors Inc | 6,959 | $3.50M | 0.07% | +240+3.6% | Added |
| Securian Asset Management, Inc | 6,948 | $3.49M | 0.07% | −126−1.8% | Reduced |
| Capital International Sarl | 6,791 | $3.42M | 0.17% | −359−5.0% | Reduced |
| Redwood Investments, LLC | 6,778 | $3.41M | 0.32% | +30.0% | Added |
| Level Four Advisory Services, LLC | 6,713 | $3.38M | 0.26% | +434+6.9% | Added |
| Boothbay Fund Management, LLC | 6,703 | $3.37M | 0.11% | +6,703 | New |
| LGT Fund Management Co Ltd. | 6,500 | $3.35M | 0.45% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,598 | $3.32M | 0.03% | −1,970−23.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 6,519 | $3.28M | 0.01% | −1,928−22.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,251 | $3.14M | 0.07% | +6,251 | New |
| Vestmark Advisory Solutions, Inc. | 6,232 | $3.13M | 0.18% | −6,879−52.5% | Reduced |
| King Luther Capital Management Corp | 6,210 | $3.12M | 0.02% | −3,385−35.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,162 | $3.10M | 0.02% | +2,367+62.4% | Added |
| Tudor Investment Corp Et Al | 6,156 | $3.10M | 0.08% | −5,434−46.9% | Reduced |
| FORA Capital, LLC | 6,065 | $3.10M | 0.56% | +6,065 | New |
| Engineers Gate Manager LP | 6,142 | $3.09M | 0.12% | +4,334+239.7% | Added |
| Triasima Portfolio Management inc. | 6,120 | $3.08M | 0.15% | −13,622−69.0% | Reduced |
| Maryland State Retirement & Pension System | 6,112 | $3.07M | 0.08% | 00.0% | Unchanged |
| Aurora Investment Managers, LLC. | 6,104 | $3.07M | 2.28% | +6,104 | New |
| Gardner Lewis Asset Management L P | 5,975 | $3.00M | 0.56% | +425+7.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,929 | $2.98M | 0.01% | −821,082−99.3% | Reduced |
| Jefferies Group LLC | 5,927 | $2.98M | 0.07% | +517+9.6% | Added |
| Spectrum Management Group, LLC | 5,691 | $2.86M | 0.45% | +14+0.2% | Added |
| APG Asset Management N.V. | 6,295 | $2.85M | 0.01% | −11,400−64.4% | Reduced |
| Gofen & Glossberg LLC | 5,655 | $2.84M | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,643 | $2.84M | 0.01% | +861+18.0% | Added |
| Paradiem, LLC | 5,432 | $2.75M | 0.90% | +126+2.4% | Added |
| PFG Advisors | 5,409 | $2.72M | 0.28% | −57−1.0% | Reduced |
| Wealthfront Advisers LLC | 5,403 | $2.72M | 0.01% | −336−5.9% | Reduced |
| Point72 Asset Management, L.P. | 5,388 | $2.71M | 0.01% | +3,788+236.8% | Added |
| AlphaCrest Capital Management LLC | 5,194 | $2.61M | 0.15% | −568−9.9% | Reduced |
| Kentucky Retirement Systems | 5,180 | $2.60M | 0.11% | +151+3.0% | Added |
| Ethic Inc. | 5,127 | $2.58M | 0.18% | +1,295+33.8% | Added |
| Proequities, Inc. | 5,015 | $2.52M | 0.19% | −335−6.3% | Reduced |
| Louisiana State Employees Retirement System | 5,100 | $2.52M | 0.06% | −100−1.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 4,972 | $2.50M | 0.46% | −2,170−30.4% | Reduced |
| Candriam Luxembourg S.C.A. | 4,924 | $2.48M | 0.02% | +655+15.3% | Added |
| Occudo Quantitative Strategies LP | 4,919 | $2.47M | 0.21% | +4,919 | New |
| Macquarie Group Ltd | 4,917 | $2.47M | 0.00% | −2,889−37.0% | Reduced |
| Freedom Day Solutions, LLC | 4,913 | $2.47M | 1.06% | −217−4.2% | Reduced |
| FDx Advisors, Inc. | 4,857 | $2.44M | 0.08% | −37,092−88.4% | Reduced |
| Metropolitan Life Insurance Co | 4,844 | $2.44M | 0.09% | −7,014−59.1% | Reduced |
| Gamco Investors, Inc. Et Al | 4,738 | $2.38M | 0.02% | +14+0.3% | Added |
| New Mexico Educational Retirement Board | 4,700 | $2.36M | 0.09% | −300−6.0% | Reduced |
| Bridgewater Associates, LP | 4,627 | $2.33M | 0.01% | +4,627 | New |
| Duality Advisers, LP | 4,621 | $2.32M | 0.25% | +4,621 | New |
| Banque Pictet & Cie SA | 4,595 | $2.31M | 0.02% | −365−7.4% | Reduced |
| Colony Group LLC | 4,589 | $2.31M | 0.03% | −27−0.6% | Reduced |
| ProVise Management Group, LLC | 4,498 | $2.26M | 0.21% | −513−10.2% | Reduced |
| Corient Capital Partners, LLC | 4,471 | $2.25M | 0.15% | +881+24.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,398 | $2.21M | 0.03% | −3,800−46.4% | Reduced |
| Gotham Asset Management, LLC | 4,346 | $2.19M | 0.07% | +2,816+184.1% | Added |
| Alamar Capital Management, LLC | 4,327 | $2.18M | 1.83% | +176+4.2% | Added |
| Perpetual Investment Management Ltd | 4,323 | $2.17M | 0.27% | −633−12.8% | Reduced |
| Crossmark Global Holdings, Inc. | 4,199 | $2.11M | 0.05% | −1,230−22.7% | Reduced |
| Northwest & Ethical Investments L.P. | 4,174 | $2.10M | 0.07% | −4,756−53.3% | Reduced |
| First Hawaiian Bank | 4,096 | $2.06M | 0.06% | +626+18.0% | Added |
| Scotia Capital Inc. | 4,074 | $2.05M | 0.01% | −3,256−44.4% | Reduced |
| Lazard Asset Management LLC | 4,060 | $2.04M | 0.00% | −19,978−83.1% | Reduced |
| Bayesian Capital Management, LP | 4,009 | $2.02M | 0.30% | +4,009 | New |
| TrimTabs Asset Management, LLC | 3,993 | $2.01M | 0.67% | +2,173+119.4% | Added |
| Employees Retirement System of Texas | 3,951 | $1.99M | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,949 | $1.99M | 0.03% | +92+2.4% | Added |
| E. Ohman J:or Asset Management AB | 3,912 | $1.97M | 0.07% | 00.0% | Unchanged |
| Atria Investments LLC | 3,889 | $1.96M | 0.03% | −4,466−53.5% | Reduced |
| Panagora Asset Management Inc | 3,871 | $1.95M | 0.01% | +34+0.9% | Added |
| Mercer Global Advisors Inc | 3,822 | $1.92M | 0.01% | −789−17.1% | Reduced |
| Park Avenue Securities LLC | 3,789 | $1.91M | 0.03% | +276+7.9% | Added |
| Westwood Holdings Group Inc. | 3,718 | $1.87M | 0.02% | −420−10.1% | Reduced |
| Sumitomo Life Insurance Co | 3,615 | $1.82M | 0.04% | −58−1.6% | Reduced |
| Ghe, LLC | 3,610 | $1.81M | 1.51% | +170+4.9% | Added |
| Oppenheimer Asset Management Inc. | 3,601 | $1.81M | 0.03% | −13,469−78.9% | Reduced |
| Flputnam Investment Management Co | 3,349 | $1.68M | 0.05% | −4,296−56.2% | Reduced |
| Itau Unibanco Holding S.A. | 3,340 | $1.68M | 0.05% | +3,340 | New |
| Virtue Capital Management, LLC | 3,332 | $1.68M | 0.26% | −505−13.2% | Reduced |
| Advisor Partners LLC | 3,327 | $1.67M | 0.10% | +283+9.3% | Added |
| Bessemer Securities LLC | 3,304 | $1.66M | 0.48% | 00.0% | Unchanged |
| Davenport & Co LLC | 3,260 | $1.64M | 0.01% | +380+13.2% | Added |
| Birinyi Associates Inc | 3,250 | $1.63M | 0.56% | −1,350−29.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,233 | $1.63M | 0.04% | −476−12.8% | Reduced |
| Hancock Whitney Corp | 3,157 | $1.59M | 0.05% | −12,052−79.2% | Reduced |
| Quantamental Technologies LLC | 3,138 | $1.58M | 0.91% | +1,015+47.8% | Added |
| Allstate Corp | 3,083 | $1.55M | 0.04% | −6−0.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,046 | $1.53M | 0.01% | −3,000−49.6% | Reduced |