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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, Q3 2022

Institutional positions in MSCI Inc. as of Sep 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
742
+6 vs. Q2 2022
Shares held
71.7M
−531.4K (−0.7%) vs. Q2 2022
Total value
$30.1B
+$375.9M (+1.3%) vs. Q2 2022
New holders
72
293 more added
Sold out
66
273 more reduced

12 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 742 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 heldQ3 2022: $30.1B
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, Q3 2022

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2022.

Institutions holding MSCI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sageworth Trust Co of South Dakota1$00.00%−16−94.1%Reduced
Toth Financial Advisory Corp1$00.00%00.0%Unchanged
Lee Financial Co1$00.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group1$00.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$00.00%+1New
Absolute Capital Management, LLC1$4230.00%+1New
Archer Investment Corp2$8440.00%00.0%Unchanged
Global Financial Private Client, LLC2$8630.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC3$1.00K0.00%00.0%Unchanged
Bangor Savings Bank2$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%00.0%Unchanged
MCF Advisors LLC3$1.00K0.00%00.0%Unchanged
Harvest Group Wealth Management, LLC3$1.00K0.00%+1+50.0%Added
Aua Capital Management, LLC3$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC3$1.00K0.00%+1+50.0%Added
HighMark Wealth Management LLC3$1.00K0.00%+1+50.0%Added
Wolff Wiese Magana LLC2$1.00K0.00%+1+100.0%Added
Gradient Investments LLC2$1.00K0.00%+2New
Moisand Fitzgerald Tamayo, LLC3$1.00K0.00%+3New
SJS Investment Consulting Inc.3$1.00K0.00%+3New
Highline Wealth Partners LLC3$1.26K0.00%+3New
Bartlett & Co. Wealth Management LLC4$1.69K0.00%−6−60.0%Reduced
Bartlett & Co. LLC4$2.00K0.00%−6−60.0%Reduced
Coston, McIsaac & Partners7$2.00K0.00%00.0%Unchanged
Surevest, LLC4$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$2.00K0.00%00.0%Unchanged
Key Financial Inc5$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC5$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.00K0.00%00.0%Unchanged
American National Bank5$2.00K0.00%+5New
Heritage Wealth Management, LLC5$2.00K0.00%+5New
Silver Oak Securities, Inc4$2.05K0.00%+4New
Estabrook Capital Management5$2.11K0.00%00.0%Unchanged
Raffa Wealth Management, LLC7$2.95K0.00%00.0%Unchanged
Abound Wealth Management7$2.96K0.00%+7New
Pin Oak Investment Advisors Inc7$3.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.7$3.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC7$3.00K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC8$3.00K0.03%00.0%Unchanged
Davidson Capital Management Inc.6$3.00K0.00%+1+20.0%Added
Bellwether Advisors, LLC8$3.00K0.00%+8New
Exchange Traded Concepts, LLC10$4.00K0.00%−183−94.8%Reduced
Albion Financial Group9$4.00K0.00%00.0%Unchanged
Asset Dedication, LLC9$4.00K0.00%00.0%Unchanged
Schubert & Co10$4.00K0.00%+2+25.0%Added
Manchester Capital Management LLC11$5.00K0.00%00.0%Unchanged
Eukles Asset Management11$5.00K0.00%00.0%Unchanged
Standard Family Office LLC13$5.00K0.00%00.0%Unchanged
Bourgeon Capital Management LLC12$5.00K0.00%+12New
Sutton Wealth Advisors Inc.13$5.48K0.00%00.0%Unchanged
Eagle Bay Advisors LLC15$6.00K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.15$6.00K0.01%00.0%Unchanged
Almanack Investment Partners, LLC.14$6.00K0.00%+14New
TD Ameritrade Investment Management, LLC17$7.00K0.00%−11−39.3%Reduced
FinTrust Capital Advisors, LLC18$7.00K0.00%+2+12.5%Added
Capital Analysts, LLC17$7.00K0.00%+17New
Western Pacific Wealth Management, LP20$8.00K0.01%−100−83.3%Reduced
Versant Capital Management, Inc20$8.00K0.00%+2+11.1%Added
Core Alternative Capital18$8.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.18$8.00K0.00%+14+350.0%Added
Oakworth Capital, Inc.19$8.00K0.00%+19New
Larson Financial Group LLC22$9.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC24$10.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management23$10.0K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.23$10.0K0.01%00.0%Unchanged
Valley National Advisers Inc25$10.0K0.00%+6+31.6%Added
Bell Investment Advisors, Inc27$11.0K0.00%−41−60.3%Reduced
Harbor Investment Advisory, LLC25$11.0K0.00%−2−7.4%Reduced
Tradition Wealth Management, LLC25$11.0K0.00%+1+4.2%Added
GPS Wealth Strategies Group, LLC31$13.0K0.00%00.0%Unchanged
Castle Wealth Management LLC32$13.0K0.01%00.0%Unchanged
Financial Management Professionals, Inc.30$13.0K0.00%00.0%Unchanged
Riverview Trust Co31$13.0K0.01%+31New
Ronald Blue Trust, Inc.36$15.0K0.00%+26+260.0%Added
Earnest Partners LLC37$16.0K0.00%00.0%Unchanged
Clearstead Advisors, LLC37$16.0K0.00%+5+15.6%Added
Byrne Asset Management LLC40$17.0K0.01%−5−11.1%Reduced
Accel Wealth Management37$17.0K0.01%00.0%Unchanged
Huntington National Bank40$17.0K0.00%+5+14.3%Added
Crewe Advisors LLC40$17.0K0.00%+17+73.9%Added
Washington Trust Co43$18.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC46$19.0K0.01%00.0%Unchanged
Sierra Capital LLC46$19.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.45$19.0K0.00%+1+2.3%Added
Central Trust Co47$20.0K0.00%00.0%Unchanged
MV Capital Management, Inc.53$22.0K0.00%+4+8.2%Added
Osterweis Capital Management Inc52$22.0K0.00%+52New
Kelly Financial Services LLC52$22.1K0.01%−1−1.9%Reduced
HWG Holdings LP57$24.0K0.02%+57New
Altshuler Shaham Ltd58$25.0K0.00%−8−12.1%Reduced
Quent Capital, LLC59$25.0K0.01%+12+25.5%Added
Farmers & Merchants Investments Inc61$26.0K0.00%+9+17.3%Added
Cambridge Trust Co66$28.0K0.00%−68−50.7%Reduced
AdvisorNet Financial, Inc68$29.0K0.00%+4+6.3%Added
Parkside Financial Bank & Trust77$32.0K0.01%+28+57.1%Added
Arlington Partners LLC80$34.0K0.01%00.0%Unchanged
Covestor Ltd86$36.0K0.03%+44+104.8%Added
Mascoma Wealth Management LLC89$38.0K0.01%−18−16.8%Reduced