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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 76 | $31.0K | 0.00% | +76 | New |
| Arlington Partners LLC | 80 | $33.0K | 0.01% | −115−59.0% | Reduced |
| Glassman Wealth Services | 95 | $39.0K | 0.01% | −16−14.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 94 | $39.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $42.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 107 | $44.0K | 0.02% | −5−4.5% | Reduced |
| Trustcore Financial Services, LLC | 106 | $44.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 107 | $44.0K | 0.00% | +66+161.0% | Added |
| Cullen/Frost Bankers, Inc. | 110 | $45.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 117 | $48.0K | 0.01% | −1,327−91.9% | Reduced |
| Carolinas Wealth Consulting LLC | 116 | $48.0K | 0.01% | +17+17.2% | Added |
| Western Pacific Wealth Management, LP | 120 | $49.0K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 131 | $54.0K | 0.00% | +131 | New |
| JFS Wealth Advisors, LLC | 134 | $55.0K | 0.01% | +11+8.9% | Added |
| Cambridge Trust Co | 134 | $55.0K | 0.00% | +15+12.6% | Added |
| Lindbrook Capital, LLC | 136 | $56.0K | 0.01% | +17+14.3% | Added |
| Allworth Financial LP | 140 | $58.0K | 0.00% | +57+68.7% | Added |
| Seldon Capital LP | 143 | $59.0K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 169 | $70.0K | 0.02% | +136+412.1% | Added |
| Urban Wealth Management, LLC | 172 | $71.0K | 0.24% | +172 | New |
| Private Capital Group, LLC | 176 | $73.0K | 0.05% | −29−14.1% | Reduced |
| Newfound Research LLC | 180 | $74.0K | 0.16% | −5−2.7% | Reduced |
| Money Concepts Capital Corp | 176 | $74.0K | 0.01% | +44+33.3% | Added |
| Geo Capital Gestora de Recursos Ltd | 184 | $76.0K | 0.05% | −7−3.7% | Reduced |
| Exchange Traded Concepts, LLC | 193 | $80.0K | 0.00% | −948−83.1% | Reduced |
| Harbour Investments, Inc. | 193 | $80.0K | 0.01% | +193 | New |
| Gladius Capital Management LP | 199 | $83.0K | 0.02% | −226−53.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 190 | $89.7K | 0.00% | +190 | New |
| Hantz Financial Services, Inc. | 217 | $90.0K | 0.00% | −81−27.2% | Reduced |
| CVA Family Office, LLC | 222 | $91.0K | 0.02% | +115+107.5% | Added |
| Desjardins Global Asset Management Inc. | 231 | $95.0K | 0.01% | −15−6.1% | Reduced |
| KB Financial Partners, LLC | 233 | $96.0K | 0.03% | +67+40.4% | Added |
| Exane Derivatives | 242 | $99.7K | 0.06% | −413−63.1% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 245 | $101.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 244 | $101.0K | 0.01% | +244 | New |
| Whittier Trust Co | 248 | $102.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 256 | $106.0K | 0.00% | −21,796−98.8% | Reduced |
| Private Trust Co NA | 264 | $109.0K | 0.02% | −682−72.1% | Reduced |
| Pacer Advisors, Inc. | 266 | $110.0K | 0.00% | −12,957−98.0% | Reduced |
| Sycomore Asset Management | 273 | $113.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 617 | $130.0K | 0.00% | −651−51.3% | Reduced |
| Advisors Asset Management, Inc. | 335 | $138.0K | 0.00% | +335 | New |
| Tobam | 336 | $138.0K | 0.01% | +336 | New |
| Federation des caisses Desjardins du Quebec | 356 | $146.7K | 0.00% | −158−30.7% | Reduced |
| Umb Bank N A | 360 | $148.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 371 | $153.0K | 0.03% | +83+28.8% | Added |
| Washington Trust Advisors, Inc. | 374 | $154.0K | 0.01% | −25−6.3% | Reduced |
| Global Retirement Partners, LLC | 377 | $155.0K | 0.01% | +13+3.6% | Added |
| Harbor Capital Advisors, Inc. | 378 | $156.0K | 0.12% | +68+21.9% | Added |
| Penserra Capital Management LLC | 381 | $157.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 416 | $171.0K | 0.09% | −7−1.7% | Reduced |
| Smithfield Trust Co | 421 | $174.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 428 | $177.0K | 0.01% | −348−44.8% | Reduced |
| American Portfolios Advisors | 434 | $178.9K | 0.01% | +92+26.9% | Added |
| Ci Investments Inc. | 445 | $183.0K | 0.00% | −166−27.2% | Reduced |
| Harvest Fund Management Co., Ltd | 449 | $185.0K | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 380 | $191.5K | 0.00% | −119−23.8% | Reduced |
| EverSource Wealth Advisors, LLC | 465 | $192.0K | 0.05% | −555−54.4% | Reduced |
| Anchor Investment Management, LLC | 477 | $196.6K | 0.03% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 491 | $202.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 492 | $202.0K | 0.00% | +158+47.3% | Added |
| Baker Tilly Wealth Management, LLC | 510 | $210.0K | 0.03% | −225−30.6% | Reduced |
| Tiger Eye Capital LLC | 510 | $210.0K | 0.19% | 00.0% | Unchanged |
| Graypoint LLC | 516 | $213.0K | 0.03% | +8+1.6% | Added |
| Shelton Capital Management | 530 | $218.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 533 | $220.0K | 0.01% | +533 | New |
| DRW Securities, LLC | 536 | $221.0K | 0.06% | +536 | New |
| Apollon Wealth Management, LLC | 544 | $224.0K | 0.02% | +55+11.2% | Added |
| Comerica Securities,inc. | 547 | $225.0K | 0.02% | −125−18.6% | Reduced |
| Prelude Capital Management, LLC | 546 | $225.0K | 0.01% | +546 | New |
| Lombard Odier Asset Management (Switzerland) SA | 546 | $225.0K | 0.02% | +546 | New |
| Sentry Investment Management LLC | 556 | $229.0K | 0.10% | −67−10.8% | Reduced |
| Stephens Inc | 558 | $230.0K | 0.00% | −413−42.5% | Reduced |
| Quadrant Capital Group LLC | 559 | $230.0K | 0.03% | +115+25.9% | Added |
| Sequoia Financial Advisors, LLC | 563 | $232.0K | 0.01% | +110+24.3% | Added |
| Fishman Jay A Ltd | 565 | $232.9K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 568 | $234.0K | 0.01% | +4+0.7% | Added |
| Fenimore Asset Management Inc | 572 | $236.0K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 573 | $236.0K | 0.01% | +3+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 575 | $237.0K | 0.04% | +127+28.3% | Added |
| Forum Financial Management, LP | 586 | $242.0K | 0.01% | +161+37.9% | Added |
| Grove Bank & Trust | 598 | $246.0K | 0.06% | −303−33.6% | Reduced |
| Flagship Harbor Advisors, LLC | 596 | $246.0K | 0.03% | −9−1.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $247.0K | 0.02% | −400−40.0% | Reduced |
| WJ Wealth Management, LLC | 600 | $247.0K | 0.18% | +600 | New |
| Gsa Capital Partners LLP | 602 | $248.0K | 0.04% | +602 | New |
| Conning Inc. | 604 | $249.0K | 0.01% | −1−0.2% | Reduced |
| Foundry Partners, LLC | 608 | $251.0K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 610 | $251.0K | 0.02% | +204+50.2% | Added |
| ICA Group Wealth Management, LLC | 526 | $252.0K | 0.05% | +2+0.4% | Added |
| Arabesque Asset Management Ltd | 616 | $254.0K | 0.13% | +65+11.8% | Added |
| Chilton Investment Co LLC | 619 | $255.0K | 0.01% | −31−4.8% | Reduced |
| Perigon Wealth Management, LLC | 623 | $257.0K | 0.02% | +97+18.4% | Added |
| CNB Bank | 643 | $265.0K | 0.17% | +38+6.3% | Added |
| Resources Investment Advisors, LLC. | 658 | $271.0K | 0.01% | −112−14.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 660 | $272.0K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 667 | $275.0K | 0.03% | −126−15.9% | Reduced |
| Balentine LLC | 671 | $277.0K | 0.01% | +91+15.7% | Added |
| Brown Brothers Harriman & Co | 679 | $280.0K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 691 | $284.0K | 0.01% | −1,941−73.7% | Reduced |