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 |
|---|---|---|---|---|---|
| MAI Capital Management | 694 | $286.0K | 0.01% | +694 | New |
| Advisor Resource Council | 704 | $290.0K | 0.03% | +284+67.6% | Added |
| Parallel Advisors, LLC | 709 | $292.0K | 0.01% | +84+13.4% | Added |
| SFMG, LLC | 721 | $297.0K | 0.03% | −14−1.9% | Reduced |
| Bryn Mawr Trust Co | 728 | $300.0K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 727 | $300.0K | 0.01% | +727 | New |
| World Equity Group, Inc. | 733 | $302.1K | 0.08% | −57−7.2% | Reduced |
| Ergoteles LLC | 735 | $303.0K | 0.01% | −364−33.1% | Reduced |
| WealthBridge Capital Management, LLC | 734 | $303.0K | 0.13% | −272−27.0% | Reduced |
| Walleye Capital LLC | 738 | $304.0K | 0.01% | −1,657−69.2% | Reduced |
| Symmetry Partners, LLC | 744 | $307.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 760 | $313.0K | 0.03% | +93+13.9% | Added |
| Virtue Capital Management, LLC | 777 | $320.0K | 0.05% | −2,555−76.7% | Reduced |
| Quantinno Capital Management LP | 776 | $320.0K | 0.05% | +132+20.5% | Added |
| Elk River Wealth Management, LLC | 780 | $321.0K | 0.08% | 00.0% | Unchanged |
| JSF Financial, LLC | 783 | $323.0K | 0.15% | 00.0% | Unchanged |
| Lido Advisors, LLC | 792 | $326.0K | 0.01% | +64+8.8% | Added |
| Sawtooth Solutions, LLC | 796 | $328.0K | 0.04% | +174+28.0% | Added |
| Vident Investment Advisory, LLC | 810 | $328.0K | 0.01% | +810 | New |
| Fund Management at Engine No. 1 LLC | 819 | $338.0K | 0.09% | +131+19.0% | Added |
| Camden Capital, LLC | 830 | $342.0K | 0.09% | −319−27.8% | Reduced |
| Blueshift Asset Management, LLC | 830 | $342.0K | 0.06% | +382+85.3% | Added |
| WR Wealth Planners, LLC | 837 | $345.0K | 0.23% | +22+2.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 850 | $350.0K | 0.04% | −17−2.0% | Reduced |
| Menard Financial Group LLC | 854 | $352.0K | 0.58% | −349−29.0% | Reduced |
| Trust Asset Management LLC | 854 | $352.0K | 0.05% | +17+2.0% | Added |
| Siemens Fonds Invest GmbH | 863 | $356.0K | 0.04% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 877 | $361.0K | 0.24% | +82+10.3% | Added |
| Magellan Asset Management Ltd | 879 | $362.0K | 0.00% | +89+11.3% | Added |
| Profund Advisors LLC | 887 | $366.0K | 0.02% | −277−23.8% | Reduced |
| Pinebridge Investments, L.P. | 902 | $372.0K | 0.00% | −18,422−95.3% | Reduced |
| Zions Bancorporation, N.A. | 904 | $373.0K | 0.04% | +32+3.7% | Added |
| Telemus Capital, LLC | 932 | $384.0K | 0.04% | −175−15.8% | Reduced |
| Clarius Group, LLC | 931 | $384.0K | 0.04% | +70+8.1% | Added |
| Prudential PLC | 947 | $390.0K | 0.01% | −446−32.0% | Reduced |
| BSW Wealth Partners | 959 | $395.0K | 0.09% | +117+13.9% | Added |
| Raymond James Trust N.A. | 963 | $397.0K | 0.01% | +102+11.8% | Added |
| RFG Advisory, LLC | 802 | $398.0K | 0.02% | +27+3.5% | Added |
| Forte Capital LLC | 972 | $401.0K | 0.07% | +18+1.9% | Added |
| Lazard Asset Management LLC | 979 | $402.0K | 0.00% | −3,081−75.9% | Reduced |
| Cresset Asset Management, LLC | 992 | $405.0K | 0.00% | −262−20.9% | Reduced |
| Harbor Advisors LLC | 1,000 | $412.0K | 0.10% | 00.0% | Unchanged |
| Diversified Trust Co | 1,005 | $414.0K | 0.02% | −84−7.7% | Reduced |
| Ellevest, Inc. | 1,012 | $417.0K | 0.04% | +35+3.6% | Added |
| Pendal Group Limited | 1,023 | $422.0K | 0.00% | +94+10.1% | Added |
| Angeles Wealth Management, LLC | 1,026 | $423.0K | 0.08% | −394−27.7% | Reduced |
| Kestra Private Wealth Services, LLC | 1,026 | $423.0K | 0.02% | −20−1.9% | Reduced |
| Sigma Planning Corp | 1,027 | $424.0K | 0.02% | +31+3.1% | Added |
| Cigna Investments Inc | 1,032 | $425.0K | 0.09% | −382−27.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,037 | $427.0K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 893 | $430.0K | 0.04% | −49−5.2% | Reduced |
| Wedmont Private Capital | 1,056 | $435.0K | 0.09% | +634+150.2% | Added |
| Coldstream Capital Management Inc | 1,058 | $436.0K | 0.02% | +263+33.1% | Added |
| CWM, LLC | 1,062 | $438.0K | 0.00% | +422+65.9% | Added |
| Navellier & Associates Inc | 1,064 | $439.0K | 0.09% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,088 | $448.0K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,086 | $448.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,103 | $455.0K | 0.01% | +127+13.0% | Added |
| Spearhead Capital Advisors, LLC | 1,111 | $458.0K | 0.07% | +1,111 | New |
| Cerity Partners LLC | 1,115 | $459.0K | 0.01% | +161+16.9% | Added |
| Transform Wealth, LLC | 1,116 | $460.0K | 0.07% | −101−8.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,125 | $464.0K | 0.03% | +250+28.6% | Added |
| Pathstone Family Office, LLC | 1,137 | $468.3K | 0.01% | +363+46.9% | Added |
| Moody National Bank Trust Division | 1,138 | $469.0K | 0.05% | +1,138 | New |
| Segall Bryant & Hamill, LLC | 1,141 | $470.0K | 0.01% | +12+1.1% | Added |
| Stelac Advisory Services LLC | 1,150 | $474.0K | 0.19% | +784+214.2% | Added |
| Davy Global Fund Management Ltd | 1,159 | $478.0K | 0.09% | −21−1.8% | Reduced |
| Snowden Capital Advisors LLC | 1,169 | $481.0K | 0.02% | −51−4.2% | Reduced |
| Pearl River Capital, LLC | 1,184 | $488.0K | 0.11% | −899−43.2% | Reduced |
| Metis Global Partners, LLC | 1,198 | $493.0K | 0.08% | −106−8.1% | Reduced |
| Aquatic Capital Management LLC | 1,200 | $495.0K | 0.16% | +1,200 | New |
| Signaturefd, LLC | 1,207 | $497.0K | 0.02% | +419+53.2% | Added |
| Veriti Management LLC | 1,220 | $503.0K | 0.07% | −101−7.6% | Reduced |
| Keybank National Association | 1,220 | $503.0K | 0.00% | +211+20.9% | Added |
| Institute for Wealth Management, LLC. | 1,224 | $504.0K | 0.10% | +25+2.1% | Added |
| Oak Ridge Investments LLC | 1,252 | $516.0K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 1,268 | $523.0K | 0.01% | −954−42.9% | Reduced |
| Bradley Foster & Sargent Inc | 1,294 | $533.0K | 0.01% | −175−11.9% | Reduced |
| Scotia Capital Inc. | 1,296 | $534.0K | 0.00% | −2,778−68.2% | Reduced |
| Bayesian Capital Management, LP | 1,309 | $540.0K | 0.10% | −2,700−67.3% | Reduced |
| ETF Managers Group, LLC | 1,310 | $544.0K | 0.02% | −356−21.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,137 | $547.0K | 0.04% | +17+1.5% | Added |
| Rockefeller Capital Management L.P. | 1,354 | $558.0K | 0.00% | +456+50.8% | Added |
| Gilbert & Cook, Inc. | 1,359 | $560.0K | 0.10% | +16+1.2% | Added |
| RB Capital Management, LLC | 1,366 | $563.0K | 0.21% | +90+7.1% | Added |
| Meeder Asset Management Inc | 1,366 | $563.0K | 0.03% | +371+37.3% | Added |
| Schonfeld Strategic Advisors LLC | 1,371 | $565.0K | 0.01% | +51+3.9% | Added |
| Roberts Capital Advisors, LLC | 1,387 | $572.0K | 0.78% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,389 | $573.0K | 0.16% | −49−3.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,400 | $577.0K | 0.37% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,406 | $579.0K | 0.03% | +1,406 | New |
| Moody Lynn & Lieberson, LLC | 1,409 | $581.0K | 0.05% | −10−0.7% | Reduced |
| Ballentine Partners, LLC | 1,428 | $589.0K | 0.02% | +7+0.5% | Added |
| Applied Research Investments, LLC | 1,450 | $598.0K | 2.64% | −523−26.5% | Reduced |
| Glenmede Trust Co NA | 1,473 | $606.0K | 0.00% | −5,874−80.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,472 | $607.0K | 0.03% | +686+87.3% | Added |
| Engineers Gate Manager LP | 1,480 | $610.0K | 0.02% | −4,662−75.9% | Reduced |
| Mawer Investment Management Ltd. | 1,537 | $633.0K | 0.00% | +169+12.4% | Added |
| Natixis Investment Managers International | 1,545 | $636.0K | 0.01% | +29+1.9% | Added |
| Wetherby Asset Management Inc | 1,569 | $647.0K | 0.04% | −14−0.9% | Reduced |