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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.

Q2 2022 vs. Q1 2022

How the institutions holding MSCI Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of MSCI: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders82016748−56
Shares72.8M539.1K72.2M+1.19K (0.0%)
Value$36.6B$274.4M$29.8B−$6.53B (−18.0%)

16 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held MSCI Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to MSCI in Q2 2022
InstitutionSharesValue% of portfolio
Marshall Wace, LLP156,428$64.5M0.15%
Balyasny Asset Management LLC82,993$34.2M0.14%
Picton Mahoney Asset Management22,441$9.25M0.39%
Andra AP-fonden20,400$8.41M0.24%
London & Capital Asset Management Ltd17,439$7.19M0.57%
Lombard Odier Asset Management (Europe) Ltd16,197$6.68M0.33%
Connectus Wealth, LLC15,766$6.50M0.15%
New York Life Investment Management LLC11,408$4.70M0.05%
Cary Street Partner Investment Advisory LLC8,092$3.33M0.28%
Cape Cod Five Cents Savings Bank6,626$2.73M0.31%
Jupiter Asset Management Ltd6,500$2.68M0.04%
Weiss Multi-Strategy Advisers LLC5,726$2.36M0.07%
Kingfisher Capital LLC5,307$2.19M0.63%
Cornercap Investment Counsel Inc4,679$1.93M0.33%
GWM Advisors LLC3,848$1.59M0.03%
Ritholtz Wealth Management3,394$1.40M0.09%
Sustainable Insight Capital Management, LLC3,164$1.38M1.37%
Brookfield Asset Management Inc.2,733$1.13M0.00%
Intech Investment Management LLC2,480$1.02M0.01%
Alps Advisors Inc2,299$948.0K0.01%
Y-Intercept (Hong Kong) Ltd2,207$910.0K0.12%
HighPoint Advisor Group LLC1,607$685.0K0.07%
Graham Capital Management, L.P.1,406$579.0K0.03%
Aquatic Capital Management LLC1,200$495.0K0.16%
Moody National Bank Trust Division1,138$469.0K0.05%
Spearhead Capital Advisors, LLC1,111$458.0K0.07%
Vident Investment Advisory, LLC810$328.0K0.01%
InterOcean Capital Group, LLC727$300.0K0.01%
MAI Capital Management694$286.0K0.01%
Gsa Capital Partners LLP602$248.0K0.04%
WJ Wealth Management, LLC600$247.0K0.18%
Prelude Capital Management, LLC546$225.0K0.01%
Lombard Odier Asset Management (Switzerland) SA546$225.0K0.02%
DRW Securities, LLC536$221.0K0.06%
Walleye Trading LLC533$220.0K0.01%
Advisors Asset Management, Inc.335$138.0K0.00%
Tobam336$138.0K0.01%
Belpointe Asset Management LLC244$101.0K0.01%
Quintet Private Bank (Europe) S.A.190$89.7K0.00%
Harbour Investments, Inc.193$80.0K0.01%
Urban Wealth Management, LLC172$71.0K0.24%
CX Institutional131$54.0K0.00%
SeaCrest Wealth Management, LLC76$31.0K0.00%
Bell Investment Advisors, Inc68$28.0K0.01%
Vigilant Capital Management, LLC36$15.0K0.00%
Castle Wealth Management LLC32$13.0K0.01%
TD Ameritrade Investment Management, LLC28$12.0K0.00%
Crewe Advisors LLC23$9.00K0.00%
Larson Financial Group LLC22$9.00K0.00%
CoreCap Advisors, LLC19$8.00K0.00%
Venture Visionary Partners LLC16$6.59K0.00%
Eagle Bay Advisors LLC15$6.18K0.00%
Ronald Blue Trust, Inc.10$6.00K0.00%
Plante Moran Financial Advisors, LLC12$5.00K0.00%
Bartlett & Co. Wealth Management LLC10$4.12K0.00%
Bartlett & Co. LLC10$4.00K0.00%
Tfo-TDC, LLC10$4.00K0.00%
FSC Wealth Advisors, LLC8$3.00K0.03%
Coston, McIsaac & Partners7$3.00K0.00%
Johnson Financial Group, Inc.4$2.00K0.00%
Horan Securities, Inc.4$2.00K0.00%
Bangor Savings Bank2$1.00K0.00%
Transamerica Financial Advisors, Inc.1$1.00K0.00%
Harvest Group Wealth Management, LLC2$1.00K0.00%
Heritage Financial Services, LLC4$1.00K0.00%
Toth Financial Advisory Corp1$00.00%
Lee Financial Co1$00.00%
Burleson & Company, LLC1$00.00%
Wolff Wiese Magana LLC1$00.00%
Oliver Lagore Vanvalin Investment Group1$00.00%

Sold out (126)

Institutions that held MSCI Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Showing the largest 100 of 126 by value.

Institutions that sold out of MSCI in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Polen Capital Management LLC856,456$430.7M
Findlay Park Partners LLP187,893$94.5M
Atalan Capital Partners, LP130,000$65.4M
Squarepoint Ops LLC65,429$32.9M
Thames Capital Management LLC31,918$16.1M
Oribel Capital Management, LP27,400$13.8M
Kadensa Capital Ltd19,730$9.92M
Epoch Investment Partners, Inc.14,887$7.49M
First Trust Advisors LP13,122$6.60M
Mackay Shields LLC11,656$5.86M
AGF Investments America Inc.11,523$5.79M
McKinley Capital Management LLC /Delaware11,185$5.62M
PDT Partners, LLC10,400$5.23M
Twinbeech Capital LP9,391$4.72M
Settian Capital LP7,450$3.75M
Leverage Partners Absolute Return Fund SPC7,080$3.56M
Capital International Sarl6,791$3.42M
Boothbay Fund Management, LLC6,703$3.37M
LGT Fund Management Co Ltd.6,500$3.35M
Vestmark Advisory Solutions, Inc.6,232$3.13M
FORA Capital, LLC6,065$3.10M
Gardner Lewis Asset Management L P5,975$3.00M
Jefferies Group LLC5,927$2.98M
Spectrum Management Group, LLC5,691$2.86M
Paradiem, LLC5,432$2.75M
Occudo Quantitative Strategies LP4,919$2.47M
Gotham Asset Management, LLC4,346$2.19M
Atria Investments LLC3,889$1.96M
Itau Unibanco Holding S.A.3,340$1.68M
Quantamental Technologies LLC3,138$1.58M
Tributary Capital Management, LLC2,500$1.26M
O'Shares Investment Advisers, LLC2,466$1.24M
Contravisory Investment Management, Inc.2,231$1.12M
NewEdge Wealth, LLC2,213$1.11M
Stevens Capital Management LP2,084$1.05M
Archon Partners LLC2,073$1.04M
Connor, Clark & Lunn Investment Management Ltd.1,979$995.0K
Mass Ave Global Inc.1,958$985.0K
Campbell & CO Investment Adviser LLC1,774$892.0K
Nomura Holdings Inc1,690$871.0K
Paloma Partners Management Co1,676$843.0K
Dynamic Technology Lab Private Ltd1,605$807.0K
Boulder Hill Capital Management LP1,500$754.0K
Oak Thistle LLC1,475$742.0K
Capital Asset Advisory Services LLC1,291$649.0K
IBM Retirement Fund1,279$643.0K
LVW Advisors, LLC1,230$619.0K
Seven Eight Capital, LP1,229$618.0K
Frank, Rimerman Advisors LLC1,191$598.9K
Holocene Advisors, LP1,183$595.0K
YorkBridge Wealth Partners, LLC1,177$592.0K
Copperwynd Financial, LLC1,175$591.0K
Laurel Wealth Advisors, Inc.1,084$545.0K
Western Financial Corporation1,067$537.0K
Two Sigma Securities, LLC1,067$537.0K
Mountain Capital Investment Advisors, Inc1,070$520.0K
Jackson Creek Investment Advisors LLC1,024$515.0K
Mitchell & Pahl Private Wealth, LLC954$480.0K
Gladstone Institutional Advisory LLC893$449.0K
AIA Group Ltd843$424.0K
Corbett Road Capital Management, LLC791$398.0K
WSFS Capital Management, LLC772$388.0K
Ambassador Advisors, LLC730$367.0K
Virtu Financial LLC719$362.0K
HBK Sorce Advisory LLC713$359.0K
Paradigm Asset Management Co LLC700$352.0K
Wealth Alliance699$352.0K
Ascent Wealth Partners, LLC684$344.0K
Point72 Hong Kong Ltd663$333.0K
Integrated Wealth Concepts LLC606$305.0K
Freestone Capital Holdings, LLC602$303.0K
ASB Consultores, LLC569$286.0K
Intercontinental Wealth Advisors, LLC567$285.0K
TrueWealth Advisors, LLC453$278.0K
Darwin Advisors, LLC546$275.0K
SRN Advisors, LLC540$271.6K
Atlas Capital Advisors LLC525$264.0K
My Legacy Advisors, LLC523$263.0K
Ontario Teachers Pension Plan Board519$261.0K
Veracity Capital LLC488$245.0K
American Trust485$244.0K
Independent Advisor Alliance483$243.0K
Rehmann Capital Advisory Group482$242.8K
First Pacific Advisors, LP480$241.0K
Kathmere Capital Management, LLC470$236.0K
Fiduciary Trust Co459$231.0K
Connolly Sarah T.460$231.0K
Kolinsky Wealth Management, LLC456$229.0K
Personal Cfo Solutions, LLC452$227.0K
West Family Investments, Inc.448$225.0K
Orion Portfolio Solutions, LLC448$225.0K
Heritage Wealth Management, LLC427$215.0K
TownSquare Capital, LLC425$214.0K
Jacobi Capital Management LLC421$212.0K
MJP Associates Inc417$210.0K
Cetera Advisor Networks LLC409$206.0K
Choate Investment Advisors405$204.0K
Mayflower Financial Advisors, LLC404$203.0K
Blue Edge Capital, LLC400$201.2K
Evergreen Capital Management LLC400$201.0K

Not filed for Q2 2022 yet (16)

Institutions that held MSCI Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MSCI in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC361,317$181.7M
PGGM Investments29,711$18.2M
Susquehanna Fundamental Investments, LLC31,261$15.7M
NN Investment Partners Holdings N.V.26,530$13.3M
Teachers Retirement System of the State of Kentucky24,327$12.2M
Amalgamated Financial Corp.23,371$11.8M
People's United Financial, Inc.21,749$10.9M
Cambridge Financial Group, Inc.13,535$6.81M
HWG Holdings LP2,436$1.23M
IndexIQ Advisors LLC1,338$673.0K
Elevated Capital Advisors, LLC1,318$663.0K
Boit C F David810$407.0K
Golden State Wealth Management, LLC710$357.0K
Meristem Family Wealth, LLC680$342.0K
Smith Group Asset Management, LLC15$8.00K
Dixon Hughes Goodman Wealth Advisors LLC13$7.00K