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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.

Institutional holdersQ2 2022: 748 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ2 2022: $29.8B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q1 2022.

Institutions holding MSCI in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.10$6.00K0.00%+10New
Sutton Wealth Advisors Inc.13$5.36K0.00%−3−18.8%Reduced
Standard Family Office LLC13$5.00K0.05%−359−96.5%Reduced
Eukles Asset Management11$5.00K0.00%00.0%Unchanged
Manchester Capital Management LLC11$5.00K0.00%+2+22.2%Added
Plante Moran Financial Advisors, LLC12$5.00K0.00%+12New
Bartlett & Co. Wealth Management LLC10$4.12K0.00%+10New
Albion Financial Group9$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC9$4.00K0.00%00.0%Unchanged
Bartlett & Co. LLC10$4.00K0.00%+10New
Tfo-TDC, LLC10$4.00K0.00%+10New
Pin Oak Investment Advisors Inc7$3.00K0.00%−39−84.8%Reduced
SRS Capital Advisors, Inc.7$3.00K0.00%−3−30.0%Reduced
BDO Wealth Advisors, LLC7$3.00K0.00%00.0%Unchanged
Schubert & Co8$3.00K0.00%+5+166.7%Added
FSC Wealth Advisors, LLC8$3.00K0.03%+8New
Coston, McIsaac & Partners7$3.00K0.00%+7New
Raffa Wealth Management, LLC7$2.88K0.00%00.0%Unchanged
Estabrook Capital Management5$2.06K0.00%00.0%Unchanged
Davidson Capital Management Inc.5$2.00K0.00%−2,456−99.8%Reduced
Prestige Wealth Management Group LLC4$2.00K0.00%−2−33.3%Reduced
Key Financial Inc5$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.00K0.00%00.0%Unchanged
Surevest, LLC4$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC5$2.00K0.00%+1+25.0%Added
Curi Capital4$2.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.4$2.00K0.00%+4New
Horan Securities, Inc.4$2.00K0.00%+4New
Thompson Siegel & Walmsley LLC3$1.00K0.00%00.0%Unchanged
MCF Advisors LLC3$1.00K0.00%00.0%Unchanged
Aua Capital Management, LLC3$1.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC2$1.00K0.00%−1−33.3%Reduced
Benjamin F. Edwards & Company, Inc.2$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC2$1.00K0.00%00.0%Unchanged
Bangor Savings Bank2$1.00K0.00%+2New
Transamerica Financial Advisors, Inc.1$1.00K0.00%+1New
Harvest Group Wealth Management, LLC2$1.00K0.00%+2New
Heritage Financial Services, LLC4$1.00K0.00%+4New
Global Financial Private Client, LLC2$8350.00%00.0%Unchanged
Archer Investment Corp2$8240.00%00.0%Unchanged
Sound Income Strategies, LLC1$00.00%00.0%Unchanged
Toth Financial Advisory Corp1$00.00%+1New
Lee Financial Co1$00.00%+1New
Burleson & Company, LLC1$00.00%+1New
Wolff Wiese Magana LLC1$00.00%+1New
Oliver Lagore Vanvalin Investment Group1$00.00%+1New
Taikang Asset Management (Hong Kong) Co Ltd27,148––−190−0.7%Reduced
Polen Capital Management LLC0$00.00%−856,456−100.0%Sold out
Findlay Park Partners LLP0$00.00%−187,893−100.0%Sold out
Atalan Capital Partners, LP0$00.00%−130,000−100.0%Sold out
Squarepoint Ops LLC0$00.00%−65,429−100.0%Sold out
Thames Capital Management LLC0$00.00%−31,918−100.0%Sold out
Oribel Capital Management, LP0$00.00%−27,400−100.0%Sold out
Kadensa Capital Ltd0$00.00%−19,730−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−14,887−100.0%Sold out
First Trust Advisors LP0$00.00%−13,122−100.0%Sold out
Mackay Shields LLC0$00.00%−11,656−100.0%Sold out
AGF Investments America Inc.0$00.00%−11,523−100.0%Sold out
McKinley Capital Management LLC /Delaware0$00.00%−11,185−100.0%Sold out
PDT Partners, LLC0$00.00%−10,400−100.0%Sold out
Twinbeech Capital LP0$00.00%−9,391−100.0%Sold out
Settian Capital LP0$00.00%−7,450−100.0%Sold out
Leverage Partners Absolute Return Fund SPC0$00.00%−7,080−100.0%Sold out
Capital International Sarl0$00.00%−6,791−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−6,703−100.0%Sold out
LGT Fund Management Co Ltd.0$00.00%−6,500−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−6,232−100.0%Sold out
FORA Capital, LLC0$00.00%−6,065−100.0%Sold out
Gardner Lewis Asset Management L P0$00.00%−5,975−100.0%Sold out
Jefferies Group LLC0$00.00%−5,927−100.0%Sold out
Spectrum Management Group, LLC0$00.00%−5,691−100.0%Sold out
Paradiem, LLC0$00.00%−5,432−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−4,919−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−4,346−100.0%Sold out
Atria Investments LLC0$00.00%−3,889−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−3,340−100.0%Sold out
Quantamental Technologies LLC0$00.00%−3,138−100.0%Sold out
Tributary Capital Management, LLC0$00.00%−2,500−100.0%Sold out
O'Shares Investment Advisers, LLC0$00.00%−2,466−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−2,231−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−2,213−100.0%Sold out
Stevens Capital Management LP0$00.00%−2,084−100.0%Sold out
Archon Partners LLC0$00.00%−2,073−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−1,979−100.0%Sold out
Mass Ave Global Inc.0$00.00%−1,958−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,774−100.0%Sold out
Nomura Holdings Inc0$00.00%−1,690−100.0%Sold out
Paloma Partners Management Co0$00.00%−1,676−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−1,605−100.0%Sold out
Boulder Hill Capital Management LP0$00.00%−1,500−100.0%Sold out
Oak Thistle LLC0$00.00%−1,475−100.0%Sold out
Capital Asset Advisory Services LLC0$00.00%−1,291−100.0%Sold out
IBM Retirement Fund0$00.00%−1,279−100.0%Sold out
LVW Advisors, LLC0$00.00%−1,230−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,229−100.0%Sold out
Frank, Rimerman Advisors LLC0$00.00%−1,191−100.0%Sold out
Holocene Advisors, LP0$00.00%−1,183−100.0%Sold out
YorkBridge Wealth Partners, LLC0$00.00%−1,177−100.0%Sold out
Copperwynd Financial, LLC0$00.00%−1,175−100.0%Sold out