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 |
|---|---|---|---|---|---|
| Element Capital Management LLC | 1,584 | $653.0K | 0.33% | +528+50.0% | Added |
| Captrust Financial Advisors | 1,596 | $658.0K | 0.00% | +331+26.2% | Added |
| Merit Financial Group, LLC | 1,599 | $659.0K | 0.02% | +44+2.8% | Added |
| Wolverine Trading, LLC | 1,607 | $667.0K | 0.02% | +298+22.8% | Added |
| Empirical Finance, LLC | 1,634 | $673.0K | 0.09% | +81+5.2% | Added |
| Advisory Services Network, LLC | 1,657 | $683.0K | 0.02% | −30−1.8% | Reduced |
| Cypress Asset Management Inc | 1,663 | $685.0K | 0.24% | −85−4.9% | Reduced |
| HighPoint Advisor Group LLC | 1,607 | $685.0K | 0.07% | +1,607 | New |
| Strategy Asset Managers LLC | 1,676 | $691.0K | 0.21% | −17−1.0% | Reduced |
| Value Partners Investments Inc. | 1,684 | $693.0K | 0.06% | +233+16.1% | Added |
| Teza Capital Management LLC | 1,692 | $697.0K | 0.27% | +1,171+224.8% | Added |
| Veritable, L.P. | 1,693 | $698.0K | 0.01% | −61−3.5% | Reduced |
| Blair William & Co | 1,724 | $711.0K | 0.00% | −50−2.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,733 | $714.0K | 0.04% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,743 | $718.4K | 0.49% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,745 | $719.0K | 0.71% | −6−0.3% | Reduced |
| Segment Wealth Management, LLC | 1,750 | $721.0K | 0.09% | −292−14.3% | Reduced |
| Chartwell Investment Partners, LLC | 1,761 | $726.0K | 0.03% | +2+0.1% | Added |
| TrimTabs Asset Management, LLC | 1,794 | $739.0K | 0.45% | −2,199−55.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,840 | $758.0K | 0.19% | −10−0.5% | Reduced |
| Buckley Wealth Management, LLC | 1,850 | $762.0K | 0.25% | +60+3.4% | Added |
| Donoghue Forlines LLC | 1,852 | $763.0K | 0.20% | −275−12.9% | Reduced |
| Liberty Wealth Management LLC | 1,887 | $777.0K | 0.32% | −19−1.0% | Reduced |
| Vestcor Inc | 1,891 | $779.0K | 0.03% | +587+45.0% | Added |
| National Asset Management, Inc. | 1,932 | $796.0K | 0.03% | +33+1.7% | Added |
| Budros, Ruhlin & Roe, Inc. | 1,932 | $796.0K | 0.09% | +118+6.5% | Added |
| Csenge Advisory Group | 1,938 | $799.0K | 0.07% | −104−5.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,968 | $811.0K | 0.00% | −195−9.0% | Reduced |
| EP Wealth Advisors, LLC | 1,973 | $813.0K | 0.02% | +1,298+192.3% | Added |
| Tocqueville Asset Management L.P. | 2,000 | $824.0K | 0.02% | −10−0.5% | Reduced |
| Exencial Wealth Advisors, LLC | 2,013 | $830.0K | 0.05% | +11+0.5% | Added |
| Toroso Investments, LLC | 2,035 | $839.0K | 0.03% | +597+41.5% | Added |
| Cavalier Investments, LLC | 2,043 | $842.0K | 0.29% | −198−8.8% | Reduced |
| Private Advisor Group, LLC | 2,072 | $854.0K | 0.01% | −4,526−68.6% | Reduced |
| Dana Investment Advisors, Inc. | 2,188 | $902.0K | 0.05% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 2,194 | $904.0K | 0.86% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,207 | $910.0K | 0.12% | +2,207 | New |
| Bennett Selby Investments LP | 2,226 | $917.0K | 0.71% | −148−6.2% | Reduced |
| Advisor OS, LLC | 2,248 | $927.0K | 0.27% | −590−20.8% | Reduced |
| Achmea Investment Management B.V. | 2,267 | $935.0K | 0.03% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 2,294 | $945.0K | 0.06% | −85,449−97.4% | Reduced |
| CIBC World Markets Inc. | 2,293 | $945.0K | 0.00% | +462+25.2% | Added |
| Alps Advisors Inc | 2,299 | $948.0K | 0.01% | +2,299 | New |
| Bienville Capital Management, LLC | 2,310 | $952.0K | 0.46% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 2,345 | $966.0K | 0.02% | +848+56.6% | Added |
| Tredje AP-fonden | 2,399 | $989.0K | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 2,421 | $998.0K | 0.12% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 2,425 | $999.0K | 0.46% | 00.0% | Unchanged |
| City Holding Co | 2,424 | $999.0K | 0.19% | +125+5.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,433 | $1.00M | 0.00% | −3,496−59.0% | Reduced |
| Greenleaf Trust | 2,477 | $1.02M | 0.02% | +362+17.1% | Added |
| Intech Investment Management LLC | 2,480 | $1.02M | 0.01% | +2,480 | New |
| Leonteq Securities AG | 2,523 | $1.04M | 0.05% | +1,497+145.9% | Added |
| Regentatlantic Capital LLC | 2,542 | $1.05M | 0.03% | +963+61.0% | Added |
| TrinityPoint Wealth, LLC | 2,575 | $1.06M | 0.23% | +315+13.9% | Added |
| Assetmark, Inc | 2,646 | $1.09M | 0.00% | +485+22.4% | Added |
| Inverness Counsel LLC | 2,662 | $1.10M | 0.06% | +8+0.3% | Added |
| Seeyond | 2,681 | $1.10M | 0.13% | +74+2.8% | Added |
| Hancock Whitney Corp | 2,697 | $1.11M | 0.04% | −460−14.6% | Reduced |
| Brookfield Asset Management Inc. | 2,733 | $1.13M | 0.00% | +2,733 | New |
| Cetera Investment Advisers | 2,752 | $1.13M | 0.02% | −147−5.1% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 2,765 | $1.14M | 0.12% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,772 | $1.14M | 0.10% | +373+15.5% | Added |
| Fairbanks Capital Management, Inc. | 2,835 | $1.17M | 1.02% | −88−3.0% | Reduced |
| FDx Advisors, Inc. | 2,924 | $1.21M | 0.05% | −1,933−39.8% | Reduced |
| Flputnam Investment Management Co | 2,929 | $1.21M | 0.04% | −420−12.5% | Reduced |
| Everence Capital Management Inc | 2,937 | $1.21M | 0.11% | 00.0% | Unchanged |
| Canandaigua National Corp | 2,935 | $1.21M | 0.21% | +1,414+93.0% | Added |
| Davenport & Co LLC | 2,959 | $1.22M | 0.01% | −301−9.2% | Reduced |
| First Manhattan Co | 3,000 | $1.24M | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,035 | $1.25M | 0.04% | +886+41.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,046 | $1.25M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,066 | $1.26M | 0.02% | −535−14.9% | Reduced |
| Beacon Pointe Advisors, LLC | 3,124 | $1.29M | 0.03% | −4,774−60.4% | Reduced |
| Change Path, LLC | 3,130 | $1.29M | 0.07% | +303+10.7% | Added |
| Duality Advisers, LP | 3,153 | $1.30M | 0.13% | −1,468−31.8% | Reduced |
| AlphaCrest Capital Management LLC | 3,164 | $1.30M | 0.06% | −2,030−39.1% | Reduced |
| HRT Financial LP | 3,191 | $1.31M | 0.01% | +1,093+52.1% | Added |
| Perpetual Investment Management Ltd | 3,214 | $1.32M | 0.19% | −1,109−25.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,242 | $1.34M | 0.03% | +9+0.3% | Added |
| Birinyi Associates Inc | 3,250 | $1.34M | 0.61% | 00.0% | Unchanged |
| Bessemer Securities LLC | 3,304 | $1.36M | 0.48% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,320 | $1.37M | 0.01% | −502−13.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 3,164 | $1.38M | 1.37% | +3,164 | New |
| Ritholtz Wealth Management | 3,394 | $1.40M | 0.09% | +3,394 | New |
| SG Americas Securities, LLC | 3,434 | $1.42M | 0.02% | −6,487−65.4% | Reduced |
| Allstate Corp | 3,476 | $1.43M | 0.04% | +393+12.7% | Added |
| Kestra Advisory Services, LLC | 3,600 | $1.48M | 0.02% | +985+37.7% | Added |
| Sumitomo Life Insurance Co | 3,645 | $1.50M | 0.04% | +30+0.8% | Added |
| Edmond de Rothschild Holding S.A. | 3,672 | $1.51M | 0.04% | +1,452+65.4% | Added |
| Westwood Holdings Group Inc. | 3,695 | $1.52M | 0.02% | −23−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,753 | $1.55M | 0.03% | −196−5.0% | Reduced |
| Ghe, LLC | 3,078 | $1.55M | 1.69% | −532−14.7% | Reduced |
| E. Ohman J:or Asset Management AB | 3,812 | $1.57M | 0.07% | −100−2.6% | Reduced |
| GWM Advisors LLC | 3,848 | $1.59M | 0.03% | +3,848 | New |
| Panagora Asset Management Inc | 3,871 | $1.59M | 0.01% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,872 | $1.60M | 0.02% | −723−15.7% | Reduced |
| Creative Planning | 3,924 | $1.62M | 0.00% | +1,039+36.0% | Added |
| Employees Retirement System of Texas | 3,951 | $1.63M | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,986 | $1.64M | 0.15% | −4,695−54.1% | Reduced |