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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.

Institutional holdersQ1 2022: 820 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ1 2022: $36.6B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q4 2021.

Institutions holding MSCI in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Gilbert & Cook, Inc.1,343$675.0K0.11%+56+4.4%Added
IndexIQ Advisors LLC1,338$673.0K0.02%−9−0.7%Reduced
Wolverine Trading, LLC1,309$668.0K0.02%−777−37.2%Reduced
Schonfeld Strategic Advisors LLC1,320$664.0K0.01%−64−4.6%Reduced
Veriti Management LLC1,321$664.0K0.08%+22+1.7%Added
Elevated Capital Advisors, LLC1,318$663.0K0.22%+1,318New
Vestcor Inc1,304$656.0K0.02%+134+11.5%Added
Metis Global Partners, LLC1,304$656.0K0.08%+585+81.4%Added
Capital Asset Advisory Services LLC1,291$649.0K0.07%−865−40.1%Reduced
IBM Retirement Fund1,279$643.0K0.09%−57−4.3%Reduced
RB Capital Management, LLC1,276$642.0K0.21%+181+16.5%Added
Captrust Financial Advisors1,265$636.0K0.00%+151+13.6%Added
Cresset Asset Management, LLC1,254$631.0K0.01%+202+19.2%Added
Oak Ridge Investments LLC1,252$630.0K0.07%−3−0.2%Reduced
Healthcare of Ontario Pension Plan Trust Fund1,237$622.0K0.00%+367+42.2%Added
LVW Advisors, LLC1,230$619.0K0.11%−1,066−46.4%Reduced
Seven Eight Capital, LP1,229$618.0K0.08%+1,229New
Snowden Capital Advisors LLC1,220$613.0K0.02%+753+161.2%Added
Transform Wealth, LLC1,217$612.0K0.07%−95−7.2%Reduced
Menard Financial Group LLC1,203$605.0K0.60%+3+0.3%Added
Institute for Wealth Management, LLC.1,199$603.0K0.10%+30+2.6%Added
Frank, Rimerman Advisors LLC1,191$598.9K0.19%00.0%Unchanged
Holocene Advisors, LP1,183$595.0K0.00%+1,183New
Davy Global Fund Management Ltd1,180$593.0K0.10%−70−5.6%Reduced
YorkBridge Wealth Partners, LLC1,177$592.0K0.13%−2,678−69.5%Reduced
Copperwynd Financial, LLC1,175$591.0K0.24%−208−15.0%Reduced
Ossiam1,166$586.0K0.02%−16,530−93.4%Reduced
Profund Advisors LLC1,164$585.0K0.02%−208−15.2%Reduced
Forte Capital LLC954$585.0K0.07%00.0%Unchanged
Camden Capital, LLC1,149$578.0K0.12%+156+15.7%Added
Exchange Traded Concepts, LLC1,141$574.0K0.01%+709+164.1%Added
Segall Bryant & Hamill, LLC1,129$568.0K0.01%+91+8.8%Added
Telemus Capital, LLC1,107$557.0K0.05%+159+16.8%Added
Ergoteles LLC1,099$553.0K0.02%−726−39.8%Reduced
Diversified Trust Co1,089$548.0K0.02%+307+39.3%Added
Evercore Wealth Management, LLC1,088$547.0K0.01%−23−2.1%Reduced
Stanley-Laman Group, Ltd.1,086$546.0K0.08%−457−29.6%Reduced
Laurel Wealth Advisors, Inc.1,084$545.0K0.05%−262−19.5%Reduced
Western Financial Corporation1,067$537.0K0.31%−133−11.1%Reduced
Two Sigma Securities, LLC1,067$537.0K0.07%+1,067New
Navellier & Associates Inc1,064$535.0K0.09%00.0%Unchanged
Element Capital Management LLC1,056$531.0K0.27%+1,056New
Clarius Group, LLC861$528.0K0.04%00.0%Unchanged
Kestra Private Wealth Services, LLC1,046$526.0K0.03%−237−18.5%Reduced
Ameritas Investment Partners, Inc.1,037$521.0K0.02%−44−4.1%Reduced
Mountain Capital Investment Advisors, Inc1,070$520.0K0.25%−332−23.7%Reduced
Leonteq Securities AG1,026$516.0K0.02%+787+329.3%Added
Jackson Creek Investment Advisors LLC1,024$515.0K0.19%−39−3.7%Reduced
EverSource Wealth Advisors, LLC1,020$513.0K0.13%+231+29.3%Added
Keybank National Association1,009$507.0K0.00%−143−12.4%Reduced
WealthBridge Capital Management, LLC1,006$506.0K0.19%−9−0.9%Reduced
Harbor Advisors LLC1,000$503.0K0.10%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt1,000$503.0K0.03%+300+42.9%Added
Sigma Planning Corp996$501.0K0.02%−274−21.6%Reduced
Meeder Asset Management Inc995$500.0K0.02%+995New
Ellevest, Inc.977$491.0K0.04%+340+53.4%Added
Pinnacle Associates Ltd976$491.0K0.01%+976New
Stephens Inc971$488.0K0.01%−7,520−88.6%Reduced
Cerity Partners LLC954$481.0K0.01%−6−0.6%Reduced
Mitchell & Pahl Private Wealth, LLC954$480.0K0.31%+107+12.6%Added
Private Trust Co NA946$476.0K0.07%−20−2.1%Reduced
Checchi Capital Advisers, LLC942$474.0K0.05%+109+13.1%Added
Hillsdale Investment Management Inc.940$473.0K0.03%−50−5.1%Reduced
Pendal Group Limited929$467.0K0.00%+67+7.8%Added
Grove Bank & Trust901$453.0K0.09%−70−7.2%Reduced
Rockefeller Capital Management L.P.898$451.0K0.00%+191+27.0%Added
Gladstone Institutional Advisory LLC893$449.0K0.03%+893New
Chicago Partners Investment Group LLC1,120$448.0K0.03%+11+1.0%Added
Meiji Yasuda Asset Management Co Ltd.875$440.0K0.02%−100−10.3%Reduced
Zions Bancorporation, N.A.872$439.0K0.04%+222+34.2%Added
Texas Capital Bank Wealth Management Services Inc867$436.0K0.04%+17+2.0%Added
Siemens Fonds Invest GmbH863$434.0K0.04%00.0%Unchanged
Raymond James Trust N.A.861$433.0K0.01%−112−11.5%Reduced
AIA Group Ltd843$424.0K0.02%+245+41.0%Added
BSW Wealth Partners842$423.0K0.11%+103+13.9%Added
Trust Asset Management LLC837$421.0K0.05%+30+3.7%Added
WR Wealth Planners, LLC815$409.8K0.24%+815New
Boit C F David810$407.0K0.27%−100−11.0%Reduced
Coldstream Capital Management Inc795$400.0K0.01%−130−14.1%Reduced
BMS Financial Advisors, LLC795$400.0K0.25%+49+6.6%Added
CAPROCK Group, Inc.793$399.0K0.04%+17+2.2%Added
Corbett Road Capital Management, LLC791$398.0K0.51%+791New
World Equity Group, Inc.790$397.3K0.09%+790New
Magellan Asset Management Ltd790$397.0K0.00%+139+21.4%Added
Signaturefd, LLC788$396.0K0.01%+44+5.9%Added
BI Asset Management Fondsmaeglerselskab A/S786$395.0K0.02%+786New
JSF Financial, LLC783$394.0K0.17%−610−43.8%Reduced
Elk River Wealth Management, LLC780$392.0K0.09%00.0%Unchanged
RFG Advisory, LLC775$390.0K0.02%−19−2.4%Reduced
Prospera Financial Services Inc776$390.0K0.02%+290+59.7%Added
Pathstone Family Office, LLC774$389.0K0.01%−61−7.3%Reduced
WSFS Capital Management, LLC772$388.0K0.11%+772New
Resources Investment Advisors, LLC.770$387.0K0.01%+77+11.1%Added
Symmetry Partners, LLC744$374.0K0.02%00.0%Unchanged
Baker Tilly Wealth Management, LLC735$370.0K0.04%−2,393−76.5%Reduced
SFMG, LLC735$370.0K0.04%−2−0.3%Reduced
Ambassador Advisors, LLC730$367.0K0.07%−135−15.6%Reduced
Bryn Mawr Trust Co728$366.0K0.01%−177−19.6%Reduced
Lido Advisors, LLC728$366.0K0.01%+29+4.1%Added
Virtu Financial LLC719$362.0K0.03%+350+94.9%Added