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 |
|---|---|---|---|---|---|
| Redpoint Investment Management Pty Ltd | 2,421 | $998.0K | 0.12% | 00.0% | Unchanged |
| Tredje AP-fonden | 2,399 | $989.0K | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 2,345 | $966.0K | 0.02% | +848+56.6% | Added |
| Bienville Capital Management, LLC | 2,310 | $952.0K | 0.46% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,299 | $948.0K | 0.01% | +2,299 | New |
| 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 |
| Achmea Investment Management B.V. | 2,267 | $935.0K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,248 | $927.0K | 0.27% | −590−20.8% | Reduced |
| Bennett Selby Investments LP | 2,226 | $917.0K | 0.71% | −148−6.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,207 | $910.0K | 0.12% | +2,207 | New |
| Arbor Capital Management Inc | 2,194 | $904.0K | 0.86% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 2,188 | $902.0K | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,072 | $854.0K | 0.01% | −4,526−68.6% | Reduced |
| Cavalier Investments, LLC | 2,043 | $842.0K | 0.29% | −198−8.8% | Reduced |
| Toroso Investments, LLC | 2,035 | $839.0K | 0.03% | +597+41.5% | Added |
| Exencial Wealth Advisors, LLC | 2,013 | $830.0K | 0.05% | +11+0.5% | Added |
| Tocqueville Asset Management L.P. | 2,000 | $824.0K | 0.02% | −10−0.5% | Reduced |
| EP Wealth Advisors, LLC | 1,973 | $813.0K | 0.02% | +1,298+192.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,968 | $811.0K | 0.00% | −195−9.0% | Reduced |
| Csenge Advisory Group | 1,938 | $799.0K | 0.07% | −104−5.1% | Reduced |
| 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 |
| Vestcor Inc | 1,891 | $779.0K | 0.03% | +587+45.0% | Added |
| Liberty Wealth Management LLC | 1,887 | $777.0K | 0.32% | −19−1.0% | Reduced |
| Donoghue Forlines LLC | 1,852 | $763.0K | 0.20% | −275−12.9% | Reduced |
| Buckley Wealth Management, LLC | 1,850 | $762.0K | 0.25% | +60+3.4% | Added |
| Sompo Asset Management Co., Ltd. | 1,840 | $758.0K | 0.19% | −10−0.5% | Reduced |
| TrimTabs Asset Management, LLC | 1,794 | $739.0K | 0.45% | −2,199−55.1% | Reduced |
| Chartwell Investment Partners, LLC | 1,761 | $726.0K | 0.03% | +2+0.1% | Added |
| Segment Wealth Management, LLC | 1,750 | $721.0K | 0.09% | −292−14.3% | Reduced |
| Fortis Capital Management LLC | 1,745 | $719.0K | 0.71% | −6−0.3% | Reduced |
| Wealth Management Associates, Inc. | 1,743 | $718.4K | 0.49% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 1,733 | $714.0K | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 1,724 | $711.0K | 0.00% | −50−2.8% | Reduced |
| Veritable, L.P. | 1,693 | $698.0K | 0.01% | −61−3.5% | Reduced |
| Teza Capital Management LLC | 1,692 | $697.0K | 0.27% | +1,171+224.8% | Added |
| Value Partners Investments Inc. | 1,684 | $693.0K | 0.06% | +233+16.1% | Added |
| Strategy Asset Managers LLC | 1,676 | $691.0K | 0.21% | −17−1.0% | 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 |
| Advisory Services Network, LLC | 1,657 | $683.0K | 0.02% | −30−1.8% | Reduced |
| Empirical Finance, LLC | 1,634 | $673.0K | 0.09% | +81+5.2% | Added |
| Wolverine Trading, LLC | 1,607 | $667.0K | 0.02% | +298+22.8% | Added |
| Merit Financial Group, LLC | 1,599 | $659.0K | 0.02% | +44+2.8% | Added |
| Captrust Financial Advisors | 1,596 | $658.0K | 0.00% | +331+26.2% | Added |
| Element Capital Management LLC | 1,584 | $653.0K | 0.33% | +528+50.0% | Added |
| Wetherby Asset Management Inc | 1,569 | $647.0K | 0.04% | −14−0.9% | Reduced |
| Natixis Investment Managers International | 1,545 | $636.0K | 0.01% | +29+1.9% | Added |
| Mawer Investment Management Ltd. | 1,537 | $633.0K | 0.00% | +169+12.4% | Added |
| Engineers Gate Manager LP | 1,480 | $610.0K | 0.02% | −4,662−75.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,472 | $607.0K | 0.03% | +686+87.3% | Added |
| Glenmede Trust Co NA | 1,473 | $606.0K | 0.00% | −5,874−80.0% | Reduced |
| Applied Research Investments, LLC | 1,450 | $598.0K | 2.64% | −523−26.5% | Reduced |
| Ballentine Partners, LLC | 1,428 | $589.0K | 0.02% | +7+0.5% | Added |
| Moody Lynn & Lieberson, LLC | 1,409 | $581.0K | 0.05% | −10−0.7% | Reduced |
| Graham Capital Management, L.P. | 1,406 | $579.0K | 0.03% | +1,406 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,400 | $577.0K | 0.37% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,389 | $573.0K | 0.16% | −49−3.4% | Reduced |
| Roberts Capital Advisors, LLC | 1,387 | $572.0K | 0.78% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,371 | $565.0K | 0.01% | +51+3.9% | 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 |
| Gilbert & Cook, Inc. | 1,359 | $560.0K | 0.10% | +16+1.2% | Added |
| Rockefeller Capital Management L.P. | 1,354 | $558.0K | 0.00% | +456+50.8% | Added |
| Chicago Partners Investment Group LLC | 1,137 | $547.0K | 0.04% | +17+1.5% | Added |
| ETF Managers Group, LLC | 1,310 | $544.0K | 0.02% | −356−21.4% | Reduced |
| Bayesian Capital Management, LP | 1,309 | $540.0K | 0.10% | −2,700−67.3% | Reduced |
| Scotia Capital Inc. | 1,296 | $534.0K | 0.00% | −2,778−68.2% | Reduced |
| Bradley Foster & Sargent Inc | 1,294 | $533.0K | 0.01% | −175−11.9% | Reduced |
| Atria Wealth Solutions, Inc. | 1,268 | $523.0K | 0.01% | −954−42.9% | Reduced |
| Oak Ridge Investments LLC | 1,252 | $516.0K | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,224 | $504.0K | 0.10% | +25+2.1% | 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 |
| Signaturefd, LLC | 1,207 | $497.0K | 0.02% | +419+53.2% | Added |
| Aquatic Capital Management LLC | 1,200 | $495.0K | 0.16% | +1,200 | New |
| Metis Global Partners, LLC | 1,198 | $493.0K | 0.08% | −106−8.1% | Reduced |
| Pearl River Capital, LLC | 1,184 | $488.0K | 0.11% | −899−43.2% | Reduced |
| Snowden Capital Advisors LLC | 1,169 | $481.0K | 0.02% | −51−4.2% | Reduced |
| Davy Global Fund Management Ltd | 1,159 | $478.0K | 0.09% | −21−1.8% | Reduced |
| Stelac Advisory Services LLC | 1,150 | $474.0K | 0.19% | +784+214.2% | Added |
| Segall Bryant & Hamill, LLC | 1,141 | $470.0K | 0.01% | +12+1.1% | Added |
| Moody National Bank Trust Division | 1,138 | $469.0K | 0.05% | +1,138 | New |
| Pathstone Family Office, LLC | 1,137 | $468.3K | 0.01% | +363+46.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,125 | $464.0K | 0.03% | +250+28.6% | Added |
| Transform Wealth, LLC | 1,116 | $460.0K | 0.07% | −101−8.3% | Reduced |
| Cerity Partners LLC | 1,115 | $459.0K | 0.01% | +161+16.9% | Added |
| Spearhead Capital Advisors, LLC | 1,111 | $458.0K | 0.07% | +1,111 | New |
| Pinnacle Associates Ltd | 1,103 | $455.0K | 0.01% | +127+13.0% | Added |
| 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 |
| Navellier & Associates Inc | 1,064 | $439.0K | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 1,062 | $438.0K | 0.00% | +422+65.9% | Added |
| Coldstream Capital Management Inc | 1,058 | $436.0K | 0.02% | +263+33.1% | Added |
| Wedmont Private Capital | 1,056 | $435.0K | 0.09% | +634+150.2% | Added |
| Checchi Capital Advisers, LLC | 893 | $430.0K | 0.04% | −49−5.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,037 | $427.0K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,032 | $425.0K | 0.09% | −382−27.0% | Reduced |
| Sigma Planning Corp | 1,027 | $424.0K | 0.02% | +31+3.1% | Added |