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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
Laurel Wealth Advisors, Inc.0$00.00%−1,084−100.0%Sold out
Western Financial Corporation0$00.00%−1,067−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,067−100.0%Sold out
Mountain Capital Investment Advisors, Inc0$00.00%−1,070−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−1,024−100.0%Sold out
Mitchell & Pahl Private Wealth, LLC0$00.00%−954−100.0%Sold out
Gladstone Institutional Advisory LLC0$00.00%−893−100.0%Sold out
AIA Group Ltd0$00.00%−843−100.0%Sold out
Corbett Road Capital Management, LLC0$00.00%−791−100.0%Sold out
WSFS Capital Management, LLC0$00.00%−772−100.0%Sold out
Ambassador Advisors, LLC0$00.00%−730−100.0%Sold out
Virtu Financial LLC0$00.00%−719−100.0%Sold out
HBK Sorce Advisory LLC0$00.00%−713−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−700−100.0%Sold out
Wealth Alliance0$00.00%−699−100.0%Sold out
Ascent Wealth Partners, LLC0$00.00%−684−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−663−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−606−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−602−100.0%Sold out
ASB Consultores, LLC0$00.00%−569−100.0%Sold out
Intercontinental Wealth Advisors, LLC0$00.00%−567−100.0%Sold out
TrueWealth Advisors, LLC0$00.00%−453−100.0%Sold out
Darwin Advisors, LLC0$00.00%−546−100.0%Sold out
SRN Advisors, LLC0$00.00%−540−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−525−100.0%Sold out
My Legacy Advisors, LLC0$00.00%−523−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−519−100.0%Sold out
Veracity Capital LLC0$00.00%−488−100.0%Sold out
American Trust0$00.00%−485−100.0%Sold out
Independent Advisor Alliance0$00.00%−483−100.0%Sold out
Rehmann Capital Advisory Group0$00.00%−482−100.0%Sold out
First Pacific Advisors, LP0$00.00%−480−100.0%Sold out
Kathmere Capital Management, LLC0$00.00%−470−100.0%Sold out
Fiduciary Trust Co0$00.00%−459−100.0%Sold out
Connolly Sarah T.0$00.00%−460−100.0%Sold out
Kolinsky Wealth Management, LLC0$00.00%−456−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−452−100.0%Sold out
West Family Investments, Inc.0$00.00%−448−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−448−100.0%Sold out
Heritage Wealth Management, LLC0$00.00%−427−100.0%Sold out
TownSquare Capital, LLC0$00.00%−425−100.0%Sold out
Jacobi Capital Management LLC0$00.00%−421−100.0%Sold out
MJP Associates Inc0$00.00%−417−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−409−100.0%Sold out
Choate Investment Advisors0$00.00%−405−100.0%Sold out
Mayflower Financial Advisors, LLC0$00.00%−404−100.0%Sold out
Blue Edge Capital, LLC0$00.00%−400−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−400−100.0%Sold out
Aaron Wealth Advisors0$00.00%−73,420−100.0%Sold out
Godsey & Gibb Associates0$00.00%−250−100.0%Sold out
TCWP LLC0$00.00%−196−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−186−100.0%Sold out
State of Wyoming0$00.00%−159−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−151−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−138−100.0%Sold out
GeoWealth Management, LLC0$00.00%−132−100.0%Sold out
Fortitude Advisory Group L.L.C.0$00.00%−89−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−84−100.0%Sold out
Semmax Financial Advisors Inc.0$00.00%−61−100.0%Sold out
Riverview Trust Co0$00.00%−49−100.0%Sold out
Benjamin Edwards Inc0$00.00%−30−100.0%Sold out
Tarbox Family Office, Inc.0$00.00%−23−100.0%Sold out
Mine & Arao Wealth Creation & Management, LLC.0$00.00%−16−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−9−100.0%Sold out
First National Bank of South Miami0$00.00%−5−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−7−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−5−100.0%Sold out
Cordant, Inc.0$00.00%−5−100.0%Sold out
Laffer Tengler Investments0$00.00%−5−100.0%Sold out
HM Payson & Co0$00.00%−3−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−3−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−4−100.0%Sold out
Bellevue Asset Management, LLC0$00.00%−2−100.0%Sold out
WestEnd Advisors, LLC0$00.00%–Sold out
Parametric Portfolio Associates LLC––––Not filed
PGGM Investments––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
NN Investment Partners Holdings N.V.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
Amalgamated Financial Corp.––––Not filed
People's United Financial, Inc.––––Not filed
Cambridge Financial Group, Inc.––––Not filed
HWG Holdings LP––––Not filed
IndexIQ Advisors LLC––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Boit C F David––––Not filed
Golden State Wealth Management, LLC––––Not filed
Meristem Family Wealth, LLC––––Not filed
Smith Group Asset Management, LLC––––Not filed
Dixon Hughes Goodman Wealth Advisors LLC––––Not filed