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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jackson, Grant Investment Advisers, Inc. | 94 | $40.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $42.0K | 0.01% | −500−83.3% | Reduced |
| Massmutual Trust Co FSB | 103 | $43.0K | 0.00% | +30+41.1% | Added |
| Carolinas Wealth Consulting LLC | 105 | $44.0K | 0.01% | −11−9.5% | Reduced |
| Sargent Bickham Lagudis LLC | 104 | $44.0K | 0.00% | −3−2.8% | Reduced |
| Rosenberg Matthew Hamilton | 104 | $44.0K | 0.02% | +4+4.0% | Added |
| Glassman Wealth Services | 114 | $48.0K | 0.01% | +19+20.0% | Added |
| Cullen/Frost Bankers, Inc. | 115 | $49.0K | 0.00% | +5+4.5% | Added |
| Barrett & Company, Inc. | 106 | $49.2K | 0.03% | +106 | New |
| Householder Group Estate & Retirement Specialist, LLC | 123 | $51.0K | 0.02% | +123 | New |
| JFS Wealth Advisors, LLC | 135 | $57.0K | 0.01% | +1+0.7% | Added |
| FourThought Financial, LLC | 134 | $57.0K | 0.01% | +115+605.3% | Added |
| Lindbrook Capital, LLC | 138 | $58.0K | 0.01% | +2+1.5% | Added |
| Seldon Capital LP | 143 | $60.0K | 0.04% | 00.0% | Unchanged |
| Newfound Research LLC | 166 | $70.0K | 0.17% | −14−7.8% | Reduced |
| Harbor Capital Advisors, Inc. | 183 | $77.0K | 0.07% | −195−51.6% | Reduced |
| Hantz Financial Services, Inc. | 190 | $80.0K | 0.00% | −27−12.4% | Reduced |
| Harbour Investments, Inc. | 193 | $80.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 191 | $81.0K | 0.00% | +15+8.5% | Added |
| Alta Advisers Ltd | 200 | $84.0K | 0.05% | +200 | New |
| KB Financial Partners, LLC | 201 | $85.0K | 0.03% | −32−13.7% | Reduced |
| Allworth Financial LP | 201 | $85.0K | 0.00% | +61+43.6% | Added |
| Geo Capital Gestora de Recursos Ltd | 204 | $86.0K | 0.07% | +20+10.9% | Added |
| CVA Family Office, LLC | 222 | $94.0K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 231 | $97.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 245 | $103.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 254 | $107.0K | 0.01% | −2−0.8% | Reduced |
| Whittier Trust Co | 262 | $111.0K | 0.00% | +14+5.6% | Added |
| Sycomore Asset Management | 273 | $115.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 273 | $115.0K | 0.01% | +29+11.9% | Added |
| Washington Trust Advisors, Inc. | 299 | $126.0K | 0.01% | −75−20.1% | Reduced |
| JCIC Asset Management Inc. | 280 | $131.0K | 0.06% | −136−32.7% | Reduced |
| Private Trust Co NA | 310 | $131.0K | 0.02% | +46+17.4% | Added |
| Umb Bank N A | 336 | $142.0K | 0.00% | −24−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 344 | $145.0K | 0.00% | −148−30.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 364 | $153.5K | 0.00% | +8+2.2% | Added |
| Anchor Investment Management, LLC | 367 | $154.8K | 0.02% | −110−23.1% | Reduced |
| IFP Advisors, Inc | 764 | $160.0K | 0.00% | +147+23.8% | Added |
| Penserra Capital Management LLC | 391 | $164.0K | 0.00% | +10+2.6% | Added |
| American Portfolios Advisors | 390 | $164.5K | 0.01% | −44−10.1% | Reduced |
| TD Waterhouse Canada Inc. | 328 | $175.8K | 0.00% | −52−13.7% | Reduced |
| Smithfield Trust Co | 421 | $178.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 379 | $178.0K | 0.01% | +2+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 425 | $179.0K | 0.01% | +400+1,600.0% | Added |
| Capital Advisors, Ltd. LLC | 440 | $186.0K | 0.04% | +69+18.6% | Added |
| Harvest Fund Management Co., Ltd | 464 | $196.0K | 0.06% | +15+3.3% | Added |
| Copeland Capital Management, LLC | 467 | $197.0K | 0.01% | −106−18.5% | Reduced |
| Thoroughbred Financial Services, LLC | 478 | $201.0K | 0.04% | +478 | New |
| Principal Street Partners, LLC | 476 | $201.0K | 0.05% | +476 | New |
| Personal Cfo Solutions, LLC | 480 | $202.0K | 0.05% | +480 | New |
| Fiduciary Trust Co | 484 | $204.0K | 0.00% | +484 | New |
| Independent Advisor Alliance | 483 | $204.0K | 0.01% | +483 | New |
| Unio Capital LLC | 485 | $205.0K | 0.12% | +485 | New |
| Prescott Group Capital Management, L.L.C. | 491 | $207.0K | 0.06% | 00.0% | Unchanged |
| Comerica Securities,inc. | 494 | $208.0K | 0.02% | −53−9.7% | Reduced |
| Gilman Hill Asset Management, LLC | 500 | $211.0K | 0.05% | +500 | New |
| EverSource Wealth Advisors, LLC | 507 | $214.0K | 0.05% | +42+9.0% | Added |
| Shelton Capital Management | 510 | $215.0K | 0.01% | −20−3.8% | Reduced |
| HB Wealth Management, LLC | 531 | $224.0K | 0.00% | +531 | New |
| Sequoia Financial Advisors, LLC | 535 | $226.0K | 0.01% | −28−5.0% | Reduced |
| ICA Group Wealth Management, LLC | 550 | $232.0K | 0.05% | +24+4.6% | Added |
| Forum Financial Management, LP | 549 | $232.0K | 0.01% | −37−6.3% | Reduced |
| Stephens Inc | 557 | $235.0K | 0.01% | −1−0.2% | Reduced |
| Graypoint LLC | 558 | $235.0K | 0.03% | +42+8.1% | Added |
| Orion Portfolio Solutions, LLC | 560 | $236.0K | 0.01% | +560 | New |
| Donoghue Forlines LLC | 561 | $237.0K | 0.09% | −1,291−69.7% | Reduced |
| Prospera Financial Services Inc | 562 | $237.0K | 0.01% | +134+31.3% | Added |
| Conning Inc. | 564 | $238.0K | 0.01% | −40−6.6% | Reduced |
| Ancora Advisors, LLC | 564 | $238.0K | 0.01% | −4−0.7% | Reduced |
| Fishman Jay A Ltd | 565 | $238.3K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 568 | $240.0K | 0.00% | −111−16.3% | Reduced |
| Fenimore Asset Management Inc | 572 | $241.0K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 577 | $243.0K | 0.01% | −42−6.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 578 | $244.0K | 0.05% | +3+0.5% | Added |
| Pearl River Capital, LLC | 583 | $246.0K | 0.05% | −601−50.8% | Reduced |
| Vident Investment Advisory, LLC | 818 | $248.0K | 0.01% | +8+1.0% | Added |
| Grove Bank & Trust | 589 | $248.0K | 0.06% | −9−1.5% | Reduced |
| Flagship Harbor Advisors, LLC | 587 | $248.0K | 0.03% | −9−1.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 587 | $248.0K | 0.01% | +587 | New |
| WJ Wealth Management, LLC | 600 | $253.0K | 0.16% | 00.0% | Unchanged |
| Cutler Group LP | 600 | $253.0K | 0.03% | +600 | New |
| Alpha Paradigm Partners, LLC | 601 | $253.0K | 0.11% | +601 | New |
| Mather Group, LLC. | 602 | $254.0K | 0.01% | +602 | New |
| Clear Street Markets LLC | 612 | $258.0K | 0.05% | +443+262.1% | Added |
| Engineers Gate Manager LP | 620 | $262.0K | 0.02% | −860−58.1% | Reduced |
| Perigon Wealth Management, LLC | 645 | $272.0K | 0.02% | +22+3.5% | Added |
| Natixis Investment Managers International | 651 | $274.0K | 0.02% | −894−57.9% | Reduced |
| Algert Global LLC | 649 | $274.0K | 0.02% | +649 | New |
| Resources Investment Advisors, LLC. | 652 | $275.0K | 0.01% | −6−0.9% | Reduced |
| Atria Wealth Solutions, Inc. | 652 | $275.1K | 0.00% | −616−48.6% | Reduced |
| Qtron Investments LLC | 667 | $281.0K | 0.07% | +667 | New |
| Sentry Investment Management LLC | 669 | $282.0K | 0.13% | +113+20.3% | Added |
| Blueshift Asset Management, LLC | 671 | $283.0K | 0.06% | −159−19.2% | Reduced |
| Ascent Wealth Partners, LLC | 676 | $285.0K | 0.07% | +676 | New |
| Telemus Capital, LLC | 685 | $289.0K | 0.03% | −247−26.5% | Reduced |
| CNB Bank | 692 | $292.0K | 0.20% | +49+7.6% | Added |
| SFMG, LLC | 732 | $294.0K | 0.03% | +11+1.5% | Added |
| Balentine LLC | 704 | $297.0K | 0.01% | +33+4.9% | Added |
| Ossiam | 703 | $297.0K | 0.01% | +649+1,201.9% | Added |
| Lincoln National Corp | 712 | $301.0K | 0.01% | +712 | New |