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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 374 | $154.0K | 0.01% | −25−6.3% | Reduced |
| Capital Advisors, Ltd. LLC | 371 | $153.0K | 0.03% | +83+28.8% | Added |
| Umb Bank N A | 360 | $148.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 356 | $146.7K | 0.00% | −158−30.7% | Reduced |
| Advisors Asset Management, Inc. | 335 | $138.0K | 0.00% | +335 | New |
| Tobam | 336 | $138.0K | 0.01% | +336 | New |
| IFP Advisors, Inc | 617 | $130.0K | 0.00% | −651−51.3% | Reduced |
| Sycomore Asset Management | 273 | $113.0K | 0.03% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 266 | $110.0K | 0.00% | −12,957−98.0% | Reduced |
| Private Trust Co NA | 264 | $109.0K | 0.02% | −682−72.1% | Reduced |
| Spire Wealth Management | 256 | $106.0K | 0.00% | −21,796−98.8% | Reduced |
| Whittier Trust Co | 248 | $102.0K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $101.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 244 | $101.0K | 0.01% | +244 | New |
| Exane Derivatives | 242 | $99.7K | 0.06% | −413−63.1% | Reduced |
| KB Financial Partners, LLC | 233 | $96.0K | 0.03% | +67+40.4% | Added |
| Desjardins Global Asset Management Inc. | 231 | $95.0K | 0.01% | −15−6.1% | Reduced |
| CVA Family Office, LLC | 222 | $91.0K | 0.02% | +115+107.5% | Added |
| Hantz Financial Services, Inc. | 217 | $90.0K | 0.00% | −81−27.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 190 | $89.7K | 0.00% | +190 | New |
| Gladius Capital Management LP | 199 | $83.0K | 0.02% | −226−53.2% | Reduced |
| Exchange Traded Concepts, LLC | 193 | $80.0K | 0.00% | −948−83.1% | Reduced |
| Harbour Investments, Inc. | 193 | $80.0K | 0.01% | +193 | New |
| Geo Capital Gestora de Recursos Ltd | 184 | $76.0K | 0.05% | −7−3.7% | 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 |
| Private Capital Group, LLC | 176 | $73.0K | 0.05% | −29−14.1% | Reduced |
| Urban Wealth Management, LLC | 172 | $71.0K | 0.24% | +172 | New |
| Clear Street Markets LLC | 169 | $70.0K | 0.02% | +136+412.1% | Added |
| Seldon Capital LP | 143 | $59.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 140 | $58.0K | 0.00% | +57+68.7% | Added |
| Lindbrook Capital, LLC | 136 | $56.0K | 0.01% | +17+14.3% | Added |
| 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 |
| CX Institutional | 131 | $54.0K | 0.00% | +131 | New |
| Western Pacific Wealth Management, LP | 120 | $49.0K | 0.05% | 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 |
| Cullen/Frost Bankers, Inc. | 110 | $45.0K | 0.00% | 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 |
| Rosenberg Matthew Hamilton | 100 | $42.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Arlington Partners LLC | 80 | $33.0K | 0.01% | −115−59.0% | Reduced |
| SeaCrest Wealth Management, LLC | 76 | $31.0K | 0.00% | +76 | New |
| Massmutual Trust Co FSB | 73 | $30.0K | 0.00% | −19−20.7% | Reduced |
| Bell Investment Advisors, Inc | 68 | $28.0K | 0.01% | +68 | New |
| Altshuler Shaham Ltd | 66 | $27.0K | 0.00% | −9−12.0% | Reduced |
| AdvisorNet Financial, Inc | 64 | $26.0K | 0.00% | +41+178.3% | Added |
| Close Asset Management Ltd | 55 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 54 | $22.0K | 0.00% | −1,112−95.4% | Reduced |
| Kelly Financial Services LLC | 53 | $22.0K | 0.01% | −7−11.7% | Reduced |
| Farmers & Merchants Investments Inc | 52 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 49 | $20.0K | 0.01% | −45−47.9% | Reduced |
| MV Capital Management, Inc. | 49 | $20.0K | 0.00% | +19+63.3% | Added |
| Central Trust Co | 47 | $19.0K | 0.00% | −42−47.2% | Reduced |
| Byrne Asset Management LLC | 45 | $19.0K | 0.01% | −20−30.8% | Reduced |
| Princeton Global Asset Management LLC | 46 | $19.0K | 0.01% | +1+2.2% | Added |
| Sierra Capital LLC | 46 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 47 | $19.0K | 0.00% | +7+17.5% | Added |
| Washington Trust Co | 43 | $18.0K | 0.00% | −1−2.3% | Reduced |
| TCI Wealth Advisors, Inc. | 44 | $18.0K | 0.00% | +2+4.8% | Added |
| Covestor Ltd | 42 | $18.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 37 | $15.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 37 | $15.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 36 | $15.0K | 0.00% | +36 | New |
| Huntington National Bank | 35 | $14.0K | 0.00% | −17−32.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 33 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 33 | $14.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 33 | $14.0K | 0.00% | +4+13.8% | Added |
| Clearstead Advisors, LLC | 32 | $13.0K | 0.00% | −57−64.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 31 | $13.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 32 | $13.0K | 0.01% | +32 | New |
| Zullo Investment Group, Inc. | 28 | $12.0K | 0.01% | −4−12.5% | Reduced |
| Financial Management Professionals, Inc. | 30 | $12.0K | 0.00% | +3+11.1% | Added |
| TD Ameritrade Investment Management, LLC | 28 | $12.0K | 0.00% | +28 | New |
| Harbor Investment Advisory, LLC | 27 | $11.0K | 0.00% | +19+237.5% | Added |
| Whittier Trust Co of Nevada Inc | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 24 | $10.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 24 | $10.0K | 0.00% | +2+9.1% | Added |
| Hanson & Doremus Investment Management | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 23 | $9.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 24 | $9.00K | 0.01% | +16+200.0% | Added |
| Crewe Advisors LLC | 23 | $9.00K | 0.00% | +23 | New |
| Larson Financial Group LLC | 22 | $9.00K | 0.00% | +22 | New |
| Hillsdale Investment Management Inc. | 20 | $8.00K | 0.00% | −920−97.9% | Reduced |
| Charter Oak Capital Management, LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 19 | $8.00K | 0.00% | +2+11.8% | Added |
| CoreCap Advisors, LLC | 19 | $8.00K | 0.00% | +19 | New |
| Versant Capital Management, Inc | 18 | $7.00K | 0.00% | −1−5.3% | Reduced |
| FinTrust Capital Advisors, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 17 | $7.00K | 0.01% | +1+6.3% | Added |
| Core Alternative Capital | 18 | $7.00K | 0.00% | +6+50.0% | Added |
| GW&K Investment Management, LLC | 16 | $7.00K | 0.00% | +9+128.6% | Added |
| Venture Visionary Partners LLC | 16 | $6.59K | 0.00% | +16 | New |
| Eagle Bay Advisors LLC | 15 | $6.18K | 0.00% | +15 | New |
| Stuart Chaussee & Associates, Inc. | 15 | $6.00K | 0.01% | 00.0% | Unchanged |