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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, Q2 2022

Institutional positions in MSCI Inc. as of Jun 30, 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
748
−56 vs. Q1 2022
Shares held
72.2M
+1.19K (0.0%) vs. Q1 2022
Total value
$29.8B
−$6.53B (−18.0%) vs. Q1 2022
New holders
70
259 more added
Sold out
126
320 more reduced

16 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 748 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 heldQ2 2022: $29.8B
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, Q2 2022

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2022.

Institutions holding MSCI in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sound Income Strategies, LLC1$00.00%00.0%Unchanged
Toth Financial Advisory Corp1$00.00%+1New
Lee Financial Co1$00.00%+1New
Burleson & Company, LLC1$00.00%+1New
Wolff Wiese Magana LLC1$00.00%+1New
Oliver Lagore Vanvalin Investment Group1$00.00%+1New
Archer Investment Corp2$8240.00%00.0%Unchanged
Global Financial Private Client, LLC2$8350.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC3$1.00K0.00%00.0%Unchanged
MCF Advisors LLC3$1.00K0.00%00.0%Unchanged
Aua Capital Management, LLC3$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC2$1.00K0.00%−1−33.3%Reduced
Benjamin F. Edwards & Company, Inc.2$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC2$1.00K0.00%00.0%Unchanged
Bangor Savings Bank2$1.00K0.00%+2New
Transamerica Financial Advisors, Inc.1$1.00K0.00%+1New
Harvest Group Wealth Management, LLC2$1.00K0.00%+2New
Heritage Financial Services, LLC4$1.00K0.00%+4New
Davidson Capital Management Inc.5$2.00K0.00%−2,456−99.8%Reduced
Prestige Wealth Management Group LLC4$2.00K0.00%−2−33.3%Reduced
Key Financial Inc5$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.00K0.00%00.0%Unchanged
Surevest, LLC4$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC5$2.00K0.00%+1+25.0%Added
Curi Capital4$2.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.4$2.00K0.00%+4New
Horan Securities, Inc.4$2.00K0.00%+4New
Estabrook Capital Management5$2.06K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$2.88K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc7$3.00K0.00%−39−84.8%Reduced
SRS Capital Advisors, Inc.7$3.00K0.00%−3−30.0%Reduced
BDO Wealth Advisors, LLC7$3.00K0.00%00.0%Unchanged
Schubert & Co8$3.00K0.00%+5+166.7%Added
FSC Wealth Advisors, LLC8$3.00K0.03%+8New
Coston, McIsaac & Partners7$3.00K0.00%+7New
Albion Financial Group9$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC9$4.00K0.00%00.0%Unchanged
Bartlett & Co. LLC10$4.00K0.00%+10New
Tfo-TDC, LLC10$4.00K0.00%+10New
Bartlett & Co. Wealth Management LLC10$4.12K0.00%+10New
Standard Family Office LLC13$5.00K0.05%−359−96.5%Reduced
Eukles Asset Management11$5.00K0.00%00.0%Unchanged
Manchester Capital Management LLC11$5.00K0.00%+2+22.2%Added
Plante Moran Financial Advisors, LLC12$5.00K0.00%+12New
Sutton Wealth Advisors Inc.13$5.36K0.00%−3−18.8%Reduced
Stuart Chaussee & Associates, Inc.15$6.00K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.10$6.00K0.00%+10New
Eagle Bay Advisors LLC15$6.18K0.00%+15New
Venture Visionary Partners LLC16$6.59K0.00%+16New
Versant Capital Management, Inc18$7.00K0.00%−1−5.3%Reduced
FinTrust Capital Advisors, LLC16$7.00K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota17$7.00K0.01%+1+6.3%Added
Core Alternative Capital18$7.00K0.00%+6+50.0%Added
GW&K Investment Management, LLC16$7.00K0.00%+9+128.6%Added
Hillsdale Investment Management Inc.20$8.00K0.00%−920−97.9%Reduced
Charter Oak Capital Management, LLC20$8.00K0.00%00.0%Unchanged
FourThought Financial, LLC19$8.00K0.00%00.0%Unchanged
Valley National Advisers Inc19$8.00K0.00%+2+11.8%Added
CoreCap Advisors, LLC19$8.00K0.00%+19New
Hanson & Doremus Investment Management23$9.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.23$9.00K0.01%00.0%Unchanged
Steward Financial Group LLC24$9.00K0.01%+16+200.0%Added
Crewe Advisors LLC23$9.00K0.00%+23New
Larson Financial Group LLC22$9.00K0.00%+22New
Whittier Trust Co of Nevada Inc25$10.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC24$10.0K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC24$10.0K0.00%+2+9.1%Added
Harbor Investment Advisory, LLC27$11.0K0.00%+19+237.5%Added
Zullo Investment Group, Inc.28$12.0K0.01%−4−12.5%Reduced
Financial Management Professionals, Inc.30$12.0K0.00%+3+11.1%Added
TD Ameritrade Investment Management, LLC28$12.0K0.00%+28New
Clearstead Advisors, LLC32$13.0K0.00%−57−64.0%Reduced
GPS Wealth Strategies Group, LLC31$13.0K0.00%00.0%Unchanged
Castle Wealth Management LLC32$13.0K0.01%+32New
Huntington National Bank35$14.0K0.00%−17−32.7%Reduced
Kistler-Tiffany Companies, LLC33$14.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.33$14.0K0.01%00.0%Unchanged
Concord Wealth Partners33$14.0K0.00%+4+13.8%Added
Earnest Partners LLC37$15.0K0.00%00.0%Unchanged
Accel Wealth Management37$15.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC36$15.0K0.00%+36New
Washington Trust Co43$18.0K0.00%−1−2.3%Reduced
TCI Wealth Advisors, Inc.44$18.0K0.00%+2+4.8%Added
Covestor Ltd42$18.0K0.01%00.0%Unchanged
Central Trust Co47$19.0K0.00%−42−47.2%Reduced
Byrne Asset Management LLC45$19.0K0.01%−20−30.8%Reduced
Princeton Global Asset Management LLC46$19.0K0.01%+1+2.2%Added
Sierra Capital LLC46$19.0K0.00%00.0%Unchanged
Quent Capital, LLC47$19.0K0.00%+7+17.5%Added
Parkside Financial Bank & Trust49$20.0K0.01%−45−47.9%Reduced
MV Capital Management, Inc.49$20.0K0.00%+19+63.3%Added
Farmers & Merchants Investments Inc52$21.0K0.00%00.0%Unchanged
Kelly Financial Services LLC53$22.0K0.01%−7−11.7%Reduced
Ossiam54$22.0K0.00%−1,112−95.4%Reduced
Close Asset Management Ltd55$23.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc64$26.0K0.00%+41+178.3%Added
Altshuler Shaham Ltd66$27.0K0.00%−9−12.0%Reduced
Bell Investment Advisors, Inc68$28.0K0.01%+68New
Massmutual Trust Co FSB73$30.0K0.00%−19−20.7%Reduced