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 |
|---|---|---|---|---|---|
| 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 |
| Pendal Group Limited | 1,023 | $422.0K | 0.00% | +94+10.1% | Added |
| Ellevest, Inc. | 1,012 | $417.0K | 0.04% | +35+3.6% | Added |
| Diversified Trust Co | 1,005 | $414.0K | 0.02% | −84−7.7% | Reduced |
| Harbor Advisors LLC | 1,000 | $412.0K | 0.10% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 992 | $405.0K | 0.00% | −262−20.9% | Reduced |
| Lazard Asset Management LLC | 979 | $402.0K | 0.00% | −3,081−75.9% | Reduced |
| Forte Capital LLC | 972 | $401.0K | 0.07% | +18+1.9% | Added |
| RFG Advisory, LLC | 802 | $398.0K | 0.02% | +27+3.5% | Added |
| Raymond James Trust N.A. | 963 | $397.0K | 0.01% | +102+11.8% | Added |
| BSW Wealth Partners | 959 | $395.0K | 0.09% | +117+13.9% | Added |
| Prudential PLC | 947 | $390.0K | 0.01% | −446−32.0% | Reduced |
| Telemus Capital, LLC | 932 | $384.0K | 0.04% | −175−15.8% | Reduced |
| Clarius Group, LLC | 931 | $384.0K | 0.04% | +70+8.1% | Added |
| Zions Bancorporation, N.A. | 904 | $373.0K | 0.04% | +32+3.7% | Added |
| Pinebridge Investments, L.P. | 902 | $372.0K | 0.00% | −18,422−95.3% | Reduced |
| Profund Advisors LLC | 887 | $366.0K | 0.02% | −277−23.8% | Reduced |
| Magellan Asset Management Ltd | 879 | $362.0K | 0.00% | +89+11.3% | Added |
| BMS Financial Advisors, LLC | 877 | $361.0K | 0.24% | +82+10.3% | Added |
| Siemens Fonds Invest GmbH | 863 | $356.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Texas Capital Bank Wealth Management Services Inc | 850 | $350.0K | 0.04% | −17−2.0% | Reduced |
| WR Wealth Planners, LLC | 837 | $345.0K | 0.23% | +22+2.7% | 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 |
| Fund Management at Engine No. 1 LLC | 819 | $338.0K | 0.09% | +131+19.0% | Added |
| Sawtooth Solutions, LLC | 796 | $328.0K | 0.04% | +174+28.0% | Added |
| Vident Investment Advisory, LLC | 810 | $328.0K | 0.01% | +810 | New |
| Lido Advisors, LLC | 792 | $326.0K | 0.01% | +64+8.8% | Added |
| JSF Financial, LLC | 783 | $323.0K | 0.15% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 780 | $321.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Pitcairn Co | 760 | $313.0K | 0.03% | +93+13.9% | Added |
| Symmetry Partners, LLC | 744 | $307.0K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 738 | $304.0K | 0.01% | −1,657−69.2% | 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 |
| World Equity Group, Inc. | 733 | $302.1K | 0.08% | −57−7.2% | Reduced |
| Bryn Mawr Trust Co | 728 | $300.0K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 727 | $300.0K | 0.01% | +727 | New |
| SFMG, LLC | 721 | $297.0K | 0.03% | −14−1.9% | Reduced |
| Parallel Advisors, LLC | 709 | $292.0K | 0.01% | +84+13.4% | Added |
| Advisor Resource Council | 704 | $290.0K | 0.03% | +284+67.6% | Added |
| MAI Capital Management | 694 | $286.0K | 0.01% | +694 | New |
| Horizon Investments, LLC | 691 | $284.0K | 0.01% | −1,941−73.7% | Reduced |
| Brown Brothers Harriman & Co | 679 | $280.0K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 671 | $277.0K | 0.01% | +91+15.7% | Added |
| CAPROCK Group, Inc. | 667 | $275.0K | 0.03% | −126−15.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 660 | $272.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 658 | $271.0K | 0.01% | −112−14.5% | Reduced |
| CNB Bank | 643 | $265.0K | 0.17% | +38+6.3% | Added |
| Perigon Wealth Management, LLC | 623 | $257.0K | 0.02% | +97+18.4% | Added |
| Chilton Investment Co LLC | 619 | $255.0K | 0.01% | −31−4.8% | Reduced |
| Arabesque Asset Management Ltd | 616 | $254.0K | 0.13% | +65+11.8% | Added |
| ICA Group Wealth Management, LLC | 526 | $252.0K | 0.05% | +2+0.4% | Added |
| Foundry Partners, LLC | 608 | $251.0K | 0.02% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 610 | $251.0K | 0.02% | +204+50.2% | Added |
| Conning Inc. | 604 | $249.0K | 0.01% | −1−0.2% | Reduced |
| Gsa Capital Partners LLP | 602 | $248.0K | 0.04% | +602 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $247.0K | 0.02% | −400−40.0% | Reduced |
| WJ Wealth Management, LLC | 600 | $247.0K | 0.18% | +600 | New |
| 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 |
| Forum Financial Management, LP | 586 | $242.0K | 0.01% | +161+37.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 575 | $237.0K | 0.04% | +127+28.3% | 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 |
| Ancora Advisors, LLC | 568 | $234.0K | 0.01% | +4+0.7% | Added |
| Fishman Jay A Ltd | 565 | $232.9K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 563 | $232.0K | 0.01% | +110+24.3% | Added |
| Stephens Inc | 558 | $230.0K | 0.00% | −413−42.5% | Reduced |
| Quadrant Capital Group LLC | 559 | $230.0K | 0.03% | +115+25.9% | Added |
| Sentry Investment Management LLC | 556 | $229.0K | 0.10% | −67−10.8% | Reduced |
| 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 |
| Apollon Wealth Management, LLC | 544 | $224.0K | 0.02% | +55+11.2% | Added |
| DRW Securities, LLC | 536 | $221.0K | 0.06% | +536 | New |
| Walleye Trading LLC | 533 | $220.0K | 0.01% | +533 | New |
| Shelton Capital Management | 530 | $218.0K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 516 | $213.0K | 0.03% | +8+1.6% | 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 |
| 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 |
| Anchor Investment Management, LLC | 477 | $196.6K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 465 | $192.0K | 0.05% | −555−54.4% | Reduced |
| TD Waterhouse Canada Inc. | 380 | $191.5K | 0.00% | −119−23.8% | Reduced |
| Harvest Fund Management Co., Ltd | 449 | $185.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 445 | $183.0K | 0.00% | −166−27.2% | Reduced |
| American Portfolios Advisors | 434 | $178.9K | 0.01% | +92+26.9% | Added |
| Prospera Financial Services Inc | 428 | $177.0K | 0.01% | −348−44.8% | Reduced |
| Smithfield Trust Co | 421 | $174.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 416 | $171.0K | 0.09% | −7−1.7% | Reduced |
| Penserra Capital Management LLC | 381 | $157.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 378 | $156.0K | 0.12% | +68+21.9% | Added |
| Global Retirement Partners, LLC | 377 | $155.0K | 0.01% | +13+3.6% | Added |