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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 713 | $359.0K | 0.02% | +15+2.1% | Added |
| Golden State Wealth Management, LLC | 710 | $357.0K | 0.07% | −19−2.6% | Reduced |
| Paradigm Asset Management Co LLC | 700 | $352.0K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 699 | $352.0K | 0.07% | −449−39.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 688 | $346.0K | 0.09% | +688 | New |
| Ascent Wealth Partners, LLC | 684 | $344.0K | 0.06% | −20−2.8% | Reduced |
| Meristem Family Wealth, LLC | 680 | $342.0K | 0.04% | −12−1.7% | Reduced |
| Brown Brothers Harriman & Co | 679 | $341.0K | 0.00% | +54+8.6% | Added |
| EP Wealth Advisors, LLC | 675 | $340.0K | 0.01% | +242+55.9% | Added |
| Comerica Securities,inc. | 672 | $338.0K | 0.02% | +105+18.5% | Added |
| Pitcairn Co | 667 | $335.0K | 0.03% | +26+4.1% | Added |
| Point72 Hong Kong Ltd | 663 | $333.0K | 0.03% | +663 | New |
| Fukoku Mutual Life Insurance Co | 660 | $332.0K | 0.03% | 00.0% | Unchanged |
| Exane Derivatives | 655 | $329.4K | 0.09% | −49−7.0% | Reduced |
| Chilton Investment Co LLC | 650 | $327.0K | 0.01% | −110−14.5% | Reduced |
| Quantinno Capital Management LP | 644 | $324.0K | 0.05% | +644 | New |
| CWM, LLC | 640 | $322.0K | 0.00% | +227+55.0% | Added |
| Parallel Advisors, LLC | 625 | $319.0K | 0.01% | −124−16.6% | Reduced |
| Sawtooth Solutions, LLC | 622 | $313.0K | 0.04% | −530−46.0% | Reduced |
| Sentry Investment Management LLC | 623 | $313.0K | 0.10% | −105−14.4% | Reduced |
| Ci Investments Inc. | 611 | $307.0K | 0.00% | −376−38.1% | Reduced |
| Foundry Partners, LLC | 608 | $306.0K | 0.02% | +89+17.1% | Added |
| Integrated Wealth Concepts LLC | 606 | $305.0K | 0.01% | −9−1.5% | Reduced |
| Conning Inc. | 605 | $304.0K | 0.01% | −130−17.7% | Reduced |
| Flagship Harbor Advisors, LLC | 605 | $304.0K | 0.03% | −7−1.1% | Reduced |
| CNB Bank | 605 | $304.0K | 0.17% | +41+7.3% | Added |
| Freestone Capital Holdings, LLC | 602 | $303.0K | 0.01% | +234+63.6% | Added |
| TD Waterhouse Canada Inc. | 499 | $295.4K | 0.00% | +21+4.4% | Added |
| Balentine LLC | 580 | $292.0K | 0.01% | +580 | New |
| Fenimore Asset Management Inc | 572 | $288.0K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 570 | $287.0K | 0.01% | +2+0.4% | Added |
| ASB Consultores, LLC | 569 | $286.0K | 0.12% | −75−11.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 567 | $285.0K | 0.06% | −757−57.2% | Reduced |
| Fishman Jay A Ltd | 565 | $284.1K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 564 | $284.0K | 0.01% | +9+1.6% | Added |
| TrueWealth Advisors, LLC | 453 | $278.0K | 0.12% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 551 | $277.0K | 0.10% | +111+25.2% | Added |
| Darwin Advisors, LLC | 546 | $275.0K | 0.05% | +117+27.3% | Added |
| SRN Advisors, LLC | 540 | $271.6K | 0.12% | −30−5.3% | Reduced |
| Shelton Capital Management | 530 | $267.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 526 | $265.0K | 0.02% | −351−40.0% | Reduced |
| Atlas Capital Advisors LLC | 525 | $264.0K | 0.04% | −3−0.6% | Reduced |
| My Legacy Advisors, LLC | 523 | $263.0K | 0.12% | +523 | New |
| Teza Capital Management LLC | 521 | $262.0K | 0.10% | +32+6.5% | Added |
| Ontario Teachers Pension Plan Board | 519 | $261.0K | 0.00% | −194−27.2% | Reduced |
| IFP Advisors, Inc | 1,268 | $259.0K | 0.00% | +735+137.9% | Added |
| Federation des caisses Desjardins du Quebec | 514 | $258.5K | 0.00% | −37−6.7% | Reduced |
| Tiger Eye Capital LLC | 510 | $256.0K | 0.10% | −48−8.6% | Reduced |
| Graypoint LLC | 508 | $255.0K | 0.03% | +18+3.7% | Added |
| Prescott Group Capital Management, L.L.C. | 491 | $247.0K | 0.06% | −4,000−89.1% | Reduced |
| Apollon Wealth Management, LLC | 489 | $246.0K | 0.02% | −744−60.3% | Reduced |
| Veracity Capital LLC | 488 | $245.0K | 0.10% | +2+0.4% | Added |
| American Trust | 485 | $244.0K | 0.02% | −84−14.8% | Reduced |
| Independent Advisor Alliance | 483 | $243.0K | 0.01% | +6+1.3% | Added |
| Rehmann Capital Advisory Group | 482 | $242.8K | 0.02% | −14−2.8% | Reduced |
| First Pacific Advisors, LP | 480 | $241.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 477 | $239.9K | 0.03% | −4−0.8% | Reduced |
| Kathmere Capital Management, LLC | 470 | $236.0K | 0.04% | +126+36.6% | Added |
| Fiduciary Trust Co | 459 | $231.0K | 0.00% | 00.0% | Unchanged |
| Connolly Sarah T. | 460 | $231.0K | 0.14% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 524 | $230.0K | 0.04% | +524 | New |
| Kolinsky Wealth Management, LLC | 456 | $229.0K | 0.22% | +62+15.7% | Added |
| Sequoia Financial Advisors, LLC | 453 | $228.0K | 0.01% | +103+29.4% | Added |
| Personal Cfo Solutions, LLC | 452 | $227.0K | 0.04% | −758−62.6% | Reduced |
| Blueshift Asset Management, LLC | 448 | $225.0K | 0.02% | −9,938−95.7% | Reduced |
| Orion Portfolio Solutions, LLC | 448 | $225.0K | 0.01% | −4,584−91.1% | Reduced |
| Harvest Fund Management Co., Ltd | 449 | $225.0K | 0.05% | −186−29.3% | Reduced |
| West Family Investments, Inc. | 448 | $225.0K | 0.06% | +19+4.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 448 | $225.0K | 0.04% | +448 | New |
| Quadrant Capital Group LLC | 444 | $223.0K | 0.03% | +112+33.7% | Added |
| Wedmont Private Capital | 422 | $219.0K | 0.05% | +422 | New |
| Heritage Wealth Management, LLC | 427 | $215.0K | 0.06% | +427 | New |
| TownSquare Capital, LLC | 425 | $214.0K | 0.01% | −21,946−98.1% | Reduced |
| Smithfield Trust Co | 421 | $214.0K | 0.01% | 00.0% | Unchanged |
| Gladius Capital Management LP | 425 | $214.0K | 0.07% | +120+39.3% | Added |
| JCIC Asset Management Inc. | 423 | $213.0K | 0.07% | 00.0% | Unchanged |
| Forum Financial Management, LP | 425 | $213.0K | 0.01% | +16+3.9% | Added |
| Jacobi Capital Management LLC | 421 | $212.0K | 0.03% | +63+17.6% | Added |
| Advisor Resource Council | 420 | $211.0K | 0.06% | −186−30.7% | Reduced |
| MJP Associates Inc | 417 | $210.0K | 0.05% | −1−0.2% | Reduced |
| Cetera Advisor Networks LLC | 409 | $206.0K | 0.00% | −1,778−81.3% | Reduced |
| Choate Investment Advisors | 405 | $204.0K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 406 | $204.0K | 0.01% | +47+13.1% | Added |
| Mayflower Financial Advisors, LLC | 404 | $203.0K | 0.03% | +404 | New |
| Blue Edge Capital, LLC | 400 | $201.2K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 400 | $201.0K | 0.01% | +400 | New |
| Washington Trust Advisors, Inc. | 399 | $200.0K | 0.01% | −5−1.2% | Reduced |
| Penserra Capital Management LLC | 381 | $191.0K | 0.00% | +23+6.4% | Added |
| Standard Family Office LLC | 372 | $187.0K | 0.05% | +354+1,966.7% | Added |
| Stelac Advisory Services LLC | 366 | $184.0K | 0.07% | −771−67.8% | Reduced |
| Umb Bank N A | 360 | $181.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 342 | $172.0K | 0.01% | −30−8.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 334 | $168.0K | 0.00% | −83−19.9% | Reduced |
| Harbor Capital Advisors, Inc. | 310 | $156.0K | 0.07% | +310 | New |
| Global Retirement Partners, LLC | 364 | $151.0K | 0.01% | +364 | New |
| Hantz Financial Services, Inc. | 298 | $150.0K | 0.00% | −20,407−98.6% | Reduced |
| Aaron Wealth Advisors | 73,420 | $146.0K | 0.00% | +73,420 | New |
| Capital Advisors, Ltd. LLC | 288 | $145.0K | 0.02% | +156+118.2% | Added |
| Sycomore Asset Management | 273 | $141.0K | 0.02% | +169+162.5% | Added |
| Geo Capital Gestora de Recursos Ltd | 191 | $137.0K | 0.06% | 00.0% | Unchanged |