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 |
|---|---|---|---|---|---|
| Montanaro Asset Management Ltd | 3,000 | $1.51M | 0.19% | +650+27.7% | Added |
| First Manhattan Co | 3,000 | $1.51M | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,937 | $1.48M | 0.11% | +610+26.2% | Added |
| Fairbanks Capital Management, Inc. | 2,923 | $1.47M | 1.09% | −329−10.1% | Reduced |
| Cetera Investment Advisers | 2,899 | $1.46M | 0.02% | −481−14.2% | Reduced |
| Creative Planning | 2,885 | $1.45M | 0.00% | +280+10.7% | Added |
| Advisor OS, LLC | 2,838 | $1.43M | 0.41% | −1,820−39.1% | Reduced |
| Change Path, LLC | 2,827 | $1.42M | 0.07% | +2,827 | New |
| Brewin Dolphin Wealth Management Ltd | 2,765 | $1.39M | 0.16% | +27+1.0% | Added |
| Inverness Counsel LLC | 2,654 | $1.33M | 0.06% | +764+40.4% | Added |
| M&T Bank Corp | 2,642 | $1.33M | 0.01% | +25+1.0% | Added |
| Horizon Investments, LLC | 2,632 | $1.32M | 0.04% | +390+17.4% | Added |
| Kestra Advisory Services, LLC | 2,615 | $1.31M | 0.01% | −264−9.2% | Reduced |
| Aigen Investment Management, LP | 2,608 | $1.31M | 0.23% | +2,608 | New |
| Seeyond | 2,607 | $1.31M | 0.13% | +241+10.2% | Added |
| Tributary Capital Management, LLC | 2,500 | $1.26M | 0.10% | −2,000−44.4% | Reduced |
| O'Shares Investment Advisers, LLC | 2,466 | $1.24M | 0.10% | +147+6.3% | Added |
| Davidson Capital Management Inc. | 2,461 | $1.24M | 0.46% | +237+10.7% | Added |
| 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 |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.22M | 0.48% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 2,421 | $1.22M | 0.12% | 00.0% | Unchanged |
| 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 |
| Walleye Capital LLC | 2,395 | $1.20M | 0.03% | +1,344+127.9% | Added |
| Bennett Selby Investments LP | 2,374 | $1.19M | 0.72% | 00.0% | Unchanged |
| JustInvest LLC | 2,316 | $1.17M | 0.06% | +452+24.2% | Added |
| Bienville Capital Management, LLC | 2,310 | $1.16M | 0.58% | 00.0% | Unchanged |
| City Holding Co | 2,299 | $1.16M | 0.19% | +361+18.6% | Added |
| Commonwealth Equity Services, LLC | 2,280 | $1.15M | 0.00% | +12+0.5% | Added |
| Achmea Investment Management B.V. | 2,267 | $1.14M | 0.03% | +2,267 | New |
| TrinityPoint Wealth, LLC | 2,260 | $1.14M | 0.21% | +1,931+586.9% | Added |
| Arbor Capital Management Inc | 2,194 | $1.13M | 0.87% | −804−26.8% | Reduced |
| Cavalier Investments, LLC | 2,241 | $1.13M | 0.29% | −252−10.1% | Reduced |
| Contravisory Investment Management, Inc. | 2,231 | $1.12M | 0.32% | −193−8.0% | 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 |
| NewEdge Wealth, LLC | 2,213 | $1.11M | 0.05% | −1,286−36.8% | Reduced |
| Dana Investment Advisors, Inc. | 2,188 | $1.10M | 0.05% | +85+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,163 | $1.09M | 0.00% | −256−10.6% | Reduced |
| Assetmark, Inc | 2,161 | $1.09M | 0.00% | +972+81.7% | Added |
| Ieq Capital, LLC | 2,149 | $1.08M | 0.03% | +170+8.6% | Added |
| Donoghue Forlines LLC | 2,127 | $1.07M | 0.23% | +779+57.8% | Added |
| Greenleaf Trust | 2,115 | $1.06M | 0.01% | −11−0.5% | Reduced |
| HRT Financial LP | 2,098 | $1.05M | 0.01% | +2,098 | New |
| Stevens Capital Management LP | 2,084 | $1.05M | 0.23% | −6−0.3% | Reduced |
| Pearl River Capital, LLC | 2,083 | $1.05M | 0.29% | +2,083 | New |
| Archon Partners LLC | 2,073 | $1.04M | 0.14% | +2,073 | New |
| Fred Alger Management, LLC | 2,059 | $1.03M | 0.00% | −40−1.9% | Reduced |
| 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 |
| Tocqueville Asset Management L.P. | 2,010 | $1.01M | 0.02% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 2,002 | $1.01M | 0.05% | −10.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,979 | $995.0K | 0.00% | −920−31.7% | Reduced |
| Applied Research Investments, LLC | 1,973 | $992.0K | 2.96% | −9,953−83.5% | Reduced |
| Mass Ave Global Inc. | 1,958 | $985.0K | 0.38% | +1,958 | New |
| Liberty Wealth Management LLC | 1,906 | $958.0K | 0.35% | −20−1.0% | Reduced |
| National Asset Management, Inc. | 1,899 | $955.0K | 0.03% | +106+5.9% | Added |
| Sompo Asset Management Co., Ltd. | 1,850 | $930.0K | 0.20% | +130+7.6% | Added |
| CIBC World Markets Inc. | 1,831 | $921.0K | 0.00% | +104+6.0% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,814 | $912.0K | 0.10% | +47+2.7% | Added |
| 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 |
| 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 |
| Chartwell Investment Partners, LLC | 1,759 | $885.0K | 0.03% | 00.0% | Unchanged |
| Veritable, L.P. | 1,754 | $882.0K | 0.01% | −55−3.0% | Reduced |
| Fortis Capital Management LLC | 1,751 | $881.0K | 0.46% | −2,855−62.0% | Reduced |
| Cypress Asset Management Inc | 1,748 | $879.0K | 0.26% | −232−11.7% | Reduced |
| Wealth Management Associates, Inc. | 1,743 | $876.5K | 0.50% | 00.0% | Unchanged |
| 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 |
| Strategy Asset Managers LLC | 1,693 | $851.0K | 0.18% | +37+2.2% | Added |
| ETF Managers Group, LLC | 1,666 | $850.0K | 0.02% | +37+2.3% | Added |
| Advisory Services Network, LLC | 1,687 | $849.0K | 0.02% | +168+11.1% | Added |
| Paloma Partners Management Co | 1,676 | $843.0K | 0.06% | −18,772−91.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,605 | $807.0K | 0.10% | +1,605 | New |
| Wetherby Asset Management Inc | 1,583 | $796.0K | 0.05% | +240+17.9% | Added |
| Regentatlantic Capital LLC | 1,579 | $794.0K | 0.02% | +707+81.1% | Added |
| Merit Financial Group, LLC | 1,555 | $782.0K | 0.05% | +24+1.6% | Added |
| Empirical Finance, LLC | 1,553 | $781.0K | 0.09% | +169+12.2% | Added |
| Canandaigua National Corp | 1,521 | $765.0K | 0.12% | −403−20.9% | Reduced |
| Natixis Investment Managers International | 1,516 | $762.0K | 0.01% | +1,011+200.2% | Added |
| Verition Fund Management LLC | 1,514 | $761.0K | 0.01% | +193+14.6% | Added |
| Boulder Hill Capital Management LP | 1,500 | $754.0K | 0.40% | +1,500 | New |
| Illinois Municipal Retirement Fund | 1,497 | $753.0K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,475 | $742.0K | 0.39% | +1,475 | New |
| Bradley Foster & Sargent Inc | 1,469 | $739.0K | 0.02% | +769+109.9% | Added |
| Value Partners Investments Inc. | 1,451 | $730.0K | 0.06% | +1,451 | New |
| Fieldpoint Private Securities, LLC | 1,444 | $726.0K | 0.15% | −321−18.2% | Reduced |
| 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 |
| Ballentine Partners, LLC | 1,421 | $715.0K | 0.02% | +25+1.8% | Added |
| 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 |
| Cigna Investments Inc | 1,414 | $710.0K | 0.09% | −445−23.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,400 | $704.0K | 0.33% | +400+40.0% | Added |
| Prudential PLC | 1,393 | $701.0K | 0.01% | +1,393 | New |
| Roberts Capital Advisors, LLC | 1,387 | $697.0K | 0.72% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 1,368 | $688.0K | 0.00% | +216+18.8% | Added |