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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
Laffer Tengler Investments5$2.51K0.00%+5New
Schubert & Co3$2.00K0.00%−2−40.0%Reduced
Thompson Siegel & Walmsley LLC3$2.00K0.00%00.0%Unchanged
Surevest, LLC4$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC3$2.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC3$2.00K0.00%00.0%Unchanged
Bellwether Advisors, LLC4$2.00K0.00%00.0%Unchanged
Curi Capital4$2.00K0.00%00.0%Unchanged
HM Payson & Co3$2.00K0.00%+3New
MCF Advisors LLC3$2.00K0.00%+3New
Patriot Financial Group Insurance Agency, LLC3$2.00K0.00%+3New
Disciplined Investments, LLC4$2.00K0.00%+4New
Global Financial Private Client, LLC2$1.03K0.00%00.0%Unchanged
PEAK6 Investments LLC2$1.00K0.00%−7,593−100.0%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC2$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2$1.00K0.00%+2New
Sound Income Strategies, LLC1$1.00K0.00%+1New
Archer Investment Corp2$9720.00%00.0%Unchanged
WestEnd Advisors, LLC–$5020.00%––
Ardevora Asset Management LLP0$00.00%−121,514−100.0%Sold out
Senator Investment Group LP0$00.00%−100,000−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−75,375−100.0%Sold out
Capitolis Advisors LLC0$00.00%−54,312−100.0%Sold out
Main Street Research LLC0$00.00%−54,105−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−40,001−100.0%Sold out
Ninety One UK Ltd0$00.00%−27,797−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−19,341−100.0%Sold out
Cinctive Capital Management LP0$00.00%−14,869−100.0%Sold out
Cunning Capital Partners, LP0$00.00%−11,900−100.0%Sold out
Dorsey Wright & Associates0$00.00%−7,839−100.0%Sold out
Ninety One North America, Inc.0$00.00%−7,337−100.0%Sold out
Chase Investment Counsel Corp0$00.00%−5,783−100.0%Sold out
Sustainable Insight Capital Management, LLC0$00.00%−5,762−100.0%Sold out
GWM Advisors LLC0$00.00%−4,824−100.0%Sold out
Equitable Trust Co0$00.00%−4,422−100.0%Sold out
Marshall Wace, LLP0$00.00%−3,625−100.0%Sold out
Sheets Smith Investment Management0$00.00%−3,471−100.0%Sold out
Patton Fund Management, Inc.0$00.00%−3,447−100.0%Sold out
Bank Hapoalim BM0$00.00%−3,290−100.0%Sold out
Lombard Odier Asset Management (Europe) Ltd0$00.00%−3,278−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−3,200−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−3,142−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−3,138−100.0%Sold out
Icon Wealth Partners, LLC0$00.00%−2,985−100.0%Sold out
Alberta Investment Management Corp0$00.00%−2,876−100.0%Sold out
Helios Capital Management Pte. Ltd0$00.00%−2,840−100.0%Sold out
Avestar Capital, LLC0$00.00%−2,714−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−1,969−100.0%Sold out
Hanlon Investment Management, Inc.0$00.00%−1,721−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−1,594−100.0%Sold out
Jennison Associates LLC0$00.00%−1,456−100.0%Sold out
Caxton Associates LP0$00.00%−1,443−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−1,402−100.0%Sold out
Pensionfund DSM Netherlands0$00.00%−1,300−100.0%Sold out
Castleview Partners, LLC0$00.00%−411,892−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−1,016−100.0%Sold out
Wrapmanager Inc0$00.00%−944−100.0%Sold out
Versor Investments LP0$00.00%−900−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−845−100.0%Sold out
MAI Capital Management0$00.00%−822−100.0%Sold out
GFG Capital, LLC0$00.00%−817−100.0%Sold out
Intellectus Partners, LLC0$00.00%−805−100.0%Sold out
MBB Public Markets I LLC0$00.00%−778−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−730−100.0%Sold out
Calamos Advisors LLC0$00.00%−716−100.0%Sold out
Rockland Trust Co0$00.00%−695−100.0%Sold out
Group One Trading, L.P.0$00.00%−667−100.0%Sold out
Welch & Forbes LLC0$00.00%−650−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−636−100.0%Sold out
U S Global Investors Inc0$00.00%−634−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−643−100.0%Sold out
Engine No. 1 LLC0$00.00%−565−100.0%Sold out
Tectonic Advisors LLC0$00.00%−557−100.0%Sold out
Cornerstone Wealth Management, LLC0$00.00%−547−100.0%Sold out
Drive Wealth Management, LLC0$00.00%−544−100.0%Sold out
Aureus Asset Management, LLC0$00.00%−515−100.0%Sold out
Fermata Advisors, LLC0$00.00%−510−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−473−100.0%Sold out
Barrett Asset Management, LLC0$00.00%−462−100.0%Sold out
Pallas Capital Advisors LLC0$00.00%−526−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−425−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−422−100.0%Sold out
XTX Topco Ltd0$00.00%−402−100.0%Sold out
GraniteShares Advisors LLC0$00.00%−389−100.0%Sold out
Moody National Bank Trust Division0$00.00%−379−100.0%Sold out
Old National Bancorp0$00.00%−377−100.0%Sold out
Vienna Asset Management LLC0$00.00%−368−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−363−100.0%Sold out
Buckhead Capital Management LLC0$00.00%−360−100.0%Sold out
Lantz Financial LLC0$00.00%−357−100.0%Sold out
Geller Advisors LLC0$00.00%−350−100.0%Sold out
Chesapeake Wealth Management0$00.00%−350−100.0%Sold out
Presidio Capital Management, LLC0$00.00%−345−100.0%Sold out
Collective Family Office LLC0$00.00%−343−100.0%Sold out
Bruderman Asset Management, LLC0$00.00%−339−100.0%Sold out
Machina Capital S.A.S.0$00.00%−339−100.0%Sold out
Savant Capital, LLC0$00.00%−333−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−254−100.0%Sold out
James Investment Research Inc0$00.00%−205−100.0%Sold out