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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 717 | $302.0K | 0.04% | +158+28.3% | Added |
| WealthBridge Capital Management, LLC | 734 | $303.0K | 0.13% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 727 | $307.0K | 0.00% | −152−17.3% | Reduced |
| Bryn Mawr Trust Co | 728 | $307.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 759 | $320.0K | 0.01% | +65+9.4% | Added |
| Virtue Capital Management, LLC | 762 | $321.0K | 0.05% | −15−1.9% | Reduced |
| CAPROCK Group, Inc. | 767 | $324.0K | 0.03% | +100+15.0% | Added |
| World Equity Group, Inc. | 769 | $324.4K | 0.08% | +36+4.9% | Added |
| Fund Management at Engine No. 1 LLC | 773 | $326.0K | 0.10% | −46−5.6% | Reduced |
| Parallel Advisors, LLC | 778 | $328.0K | 0.02% | +69+9.7% | Added |
| Lazard Asset Management LLC | 782 | $329.0K | 0.00% | −197−20.1% | Reduced |
| Elk River Wealth Management, LLC | 780 | $329.0K | 0.09% | 00.0% | Unchanged |
| Pitcairn Co | 779 | $329.0K | 0.04% | +19+2.5% | Added |
| JSF Financial, LLC | 783 | $330.0K | 0.13% | 00.0% | Unchanged |
| Lido Advisors, LLC | 786 | $331.0K | 0.01% | −6−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 784 | $331.0K | 0.02% | +784 | New |
| Siemens Fonds Invest GmbH | 786 | $332.0K | 0.04% | −77−8.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 790 | $333.0K | 0.03% | +130+19.7% | Added |
| Raymond James Trust N.A. | 811 | $342.0K | 0.01% | −152−15.8% | Reduced |
| Boit C F David | 810 | $342.0K | 0.28% | +810 | New |
| Foundry Partners, LLC | 819 | $345.0K | 0.02% | +211+34.7% | Added |
| Capstone Investment Advisors, LLC | 819 | $345.0K | 0.01% | +819 | New |
| Zions Bancorporation, N.A. | 833 | $351.0K | 0.04% | −71−7.9% | Reduced |
| Symmetry Partners, LLC | 848 | $358.0K | 0.02% | +104+14.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 850 | $359.0K | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 854 | $360.0K | 0.01% | +854 | New |
| Forte Capital LLC | 857 | $362.0K | 0.07% | −115−11.8% | Reduced |
| Menard Financial Group LLC | 865 | $365.0K | 0.66% | +11+1.3% | Added |
| Leonteq Securities AG | 883 | $372.4K | 0.02% | −1,640−65.0% | Reduced |
| Checchi Capital Advisers, LLC | 884 | $373.0K | 0.04% | −9−1.0% | Reduced |
| RFG Advisory, LLC | 798 | $373.0K | 0.02% | −4−0.5% | Reduced |
| BMS Financial Advisors, LLC | 886 | $374.0K | 0.26% | +9+1.0% | Added |
| WR Wealth Planners, LLC | 898 | $378.8K | 0.27% | +61+7.3% | Added |
| Pinebridge Investments, L.P. | 902 | $380.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 904 | $381.0K | 0.06% | −316−25.9% | Reduced |
| Camden Capital, LLC | 905 | $382.0K | 0.09% | +75+9.0% | Added |
| Gotham Asset Management, LLC | 913 | $385.0K | 0.01% | +913 | New |
| Profund Advisors LLC | 918 | $387.0K | 0.03% | +31+3.5% | Added |
| Trust Asset Management LLC | 917 | $387.0K | 0.05% | +63+7.4% | Added |
| 55I, LLC | 930 | $392.0K | 0.01% | +930 | New |
| Sawtooth Solutions, LLC | 947 | $399.0K | 0.06% | +151+19.0% | Added |
| Aigen Investment Management, LP | 958 | $404.0K | 0.06% | −6,040−86.3% | Reduced |
| National Asset Management, Inc. | 958 | $404.0K | 0.01% | −974−50.4% | Reduced |
| Transform Wealth, LLC | 958 | $404.0K | 0.05% | −158−14.2% | Reduced |
| Hillsdale Investment Management Inc. | 970 | $408.0K | 0.04% | +950+4,750.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 975 | $411.0K | 0.02% | −150−13.3% | Reduced |
| BSW Wealth Partners | 982 | $414.0K | 0.10% | +23+2.4% | Added |
| Ameritas Investment Partners, Inc. | 991 | $417.0K | 0.02% | −46−4.4% | Reduced |
| Cigna Investments Inc | 987 | $417.0K | 0.09% | −45−4.4% | Reduced |
| Segall Bryant & Hamill, LLC | 997 | $420.0K | 0.01% | −144−12.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $421.8K | 0.34% | −400−28.6% | Reduced |
| Harbor Advisors LLC | 1,000 | $422.0K | 0.11% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,006 | $424.0K | 0.08% | −20−1.9% | Reduced |
| Davy Global Fund Management Ltd | 1,011 | $426.0K | 0.10% | −148−12.8% | Reduced |
| Clarius Group, LLC | 1,012 | $427.0K | 0.04% | +81+8.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,034 | $436.0K | 0.02% | −438−29.8% | Reduced |
| Pendal Group Limited | 1,041 | $439.0K | 0.00% | +18+1.8% | Added |
| Navellier & Associates Inc | 1,047 | $442.0K | 0.10% | −17−1.6% | Reduced |
| Wipfli Financial Advisors LLC, | 1,057 | $446.0K | 0.03% | +1,057 | New |
| Stanley-Laman Group, Ltd. | 1,086 | $458.0K | 0.09% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 1,088 | $459.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,088 | $459.0K | 0.02% | +61+5.9% | Added |
| Keybank National Association | 1,108 | $467.0K | 0.00% | −112−9.2% | Reduced |
| Prudential PLC | 1,109 | $468.0K | 0.01% | +162+17.1% | Added |
| Cresset Asset Management, LLC | 1,121 | $473.0K | 0.01% | +129+13.0% | Added |
| Snowden Capital Advisors LLC | 1,135 | $478.0K | 0.02% | −34−2.9% | Reduced |
| Kestra Private Wealth Services, LLC | 1,134 | $478.0K | 0.03% | +108+10.5% | Added |
| Moody National Bank Trust Division | 1,138 | $480.0K | 0.05% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,141 | $480.8K | 0.01% | +4+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 1,147 | $483.0K | 0.00% | −224−16.3% | Reduced |
| Stelac Advisory Services LLC | 1,150 | $485.0K | 0.22% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 1,171 | $494.0K | 0.54% | +60+5.4% | Added |
| Metis Global Partners, LLC | 1,198 | $505.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 1,233 | $520.0K | 0.01% | +130+11.8% | Added |
| InterOcean Capital Group, LLC | 1,245 | $525.0K | 0.02% | +518+71.3% | Added |
| Oak Ridge Investments LLC | 1,252 | $528.0K | 0.08% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 1,261 | $532.0K | 0.01% | −33−2.6% | Reduced |
| Scotia Capital Inc. | 1,266 | $534.0K | 0.00% | −30−2.3% | Reduced |
| Signaturefd, LLC | 1,284 | $542.0K | 0.02% | +77+6.4% | Added |
| CWM, LLC | 1,294 | $546.0K | 0.00% | +232+21.8% | Added |
| Institute for Wealth Management, LLC. | 1,296 | $547.0K | 0.12% | +72+5.9% | Added |
| Elevated Capital Advisors, LLC | 1,307 | $551.0K | 0.22% | +1,307 | New |
| Wedmont Private Capital | 1,320 | $557.0K | 0.11% | +264+25.0% | Added |
| Diversified Trust Co | 1,344 | $567.0K | 0.03% | +339+33.7% | Added |
| Glenmede Trust Co NA | 1,355 | $571.0K | 0.00% | −118−8.0% | Reduced |
| Teza Capital Management LLC | 1,356 | $572.0K | 0.12% | −336−19.9% | Reduced |
| ETF Managers Group, LLC | 1,367 | $577.0K | 0.02% | +57+4.4% | Added |
| Roberts Capital Advisors, LLC | 1,387 | $585.0K | 0.85% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,409 | $594.0K | 0.06% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,423 | $600.0K | 0.17% | +34+2.4% | Added |
| Rockefeller Capital Management L.P. | 1,428 | $601.0K | 0.00% | +74+5.5% | Added |
| Quantitative Investment Management, LLC | 1,460 | $615.0K | 0.10% | +1,460 | New |
| Cambridge Investment Research Advisors, Inc. | 1,480 | $624.0K | 0.00% | −488−24.8% | Reduced |
| Horizon Investments, LLC | 1,483 | $624.0K | 0.02% | +792+114.6% | Added |
| Gilbert & Cook, Inc. | 1,394 | $633.0K | 0.14% | +35+2.6% | Added |
| Cavalier Investments, LLC | 1,539 | $649.0K | 0.23% | −504−24.7% | Reduced |
| Ellevest, Inc. | 1,539 | $649.0K | 0.06% | +527+52.1% | Added |
| Illinois Municipal Retirement Fund | 1,543 | $651.0K | 0.02% | −802−34.2% | Reduced |
| RB Capital Management, LLC | 1,558 | $657.0K | 0.25% | +192+14.1% | Added |
| Sompo Asset Management Co., Ltd. | 1,570 | $662.0K | 0.17% | −270−14.7% | Reduced |