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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 1,579 | $666.0K | 0.03% | −20−1.3% | Reduced |
| Element Capital Management LLC | 1,584 | $668.0K | 0.32% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,587 | $670.0K | 0.02% | +159+11.1% | Added |
| Cypress Asset Management Inc | 1,663 | $701.0K | 0.27% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 1,674 | $706.0K | 0.49% | −120−6.7% | Reduced |
| Veritable, L.P. | 1,696 | $715.0K | 0.01% | +3+0.2% | Added |
| Advisory Services Network, LLC | 1,694 | $716.0K | 0.03% | +37+2.2% | Added |
| Blair William & Co | 1,710 | $721.0K | 0.00% | −14−0.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 1,732 | $731.0K | 0.05% | −1−0.1% | Reduced |
| Apollon Wealth Management, LLC | 1,733 | $731.0K | 0.06% | +1,189+218.6% | Added |
| Chartwell Investment Partners, LLC | 1,761 | $743.0K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,790 | $755.0K | 0.65% | +45+2.6% | Added |
| Meeder Asset Management Inc | 1,811 | $764.0K | 0.04% | +445+32.6% | Added |
| Mawer Investment Management Ltd. | 1,830 | $772.0K | 0.00% | +293+19.1% | Added |
| Segment Wealth Management, LLC | 1,868 | $788.0K | 0.10% | +118+6.7% | Added |
| Wetherby Asset Management Inc | 1,874 | $790.0K | 0.06% | +305+19.4% | Added |
| Buckley Wealth Management, LLC | 1,895 | $799.0K | 0.29% | +45+2.4% | Added |
| Liberty Wealth Management LLC | 1,899 | $801.0K | 0.21% | +12+0.6% | Added |
| Value Partners Investments Inc. | 1,905 | $803.0K | 0.08% | +221+13.1% | Added |
| Vestcor Inc | 1,911 | $806.0K | 0.03% | +20+1.1% | Added |
| Redpoint Investment Management Pty Ltd | 1,958 | $826.0K | 0.12% | −463−19.1% | Reduced |
| Empirical Finance, LLC | 1,961 | $827.0K | 0.10% | +327+20.0% | Added |
| Seeyond | 1,986 | $837.0K | 0.10% | −695−25.9% | Reduced |
| Tocqueville Asset Management L.P. | 2,000 | $844.0K | 0.02% | 00.0% | Unchanged |
| Caption Management, LLC | 2,000 | $844.0K | 0.15% | +2,000 | New |
| Graham Capital Management, L.P. | 2,009 | $847.0K | 0.04% | +603+42.9% | Added |
| Exencial Wealth Advisors, LLC | 2,010 | $848.0K | 0.05% | −3−0.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,012 | $849.0K | 0.99% | −1,152−36.4% | Reduced |
| Westwood Holdings Group Inc. | 2,016 | $850.0K | 0.01% | −1,679−45.4% | Reduced |
| Advisor OS, LLC | 2,033 | $857.0K | 0.26% | −215−9.6% | Reduced |
| PDT Partners, LLC | 2,100 | $886.0K | 0.13% | +2,100 | New |
| Captrust Financial Advisors | 2,134 | $900.0K | 0.01% | +538+33.7% | Added |
| Toroso Investments, LLC | 2,135 | $901.0K | 0.04% | +100+4.9% | Added |
| Wealth Management Associates, Inc. | 2,153 | $908.1K | 0.64% | +410+23.5% | Added |
| Dana Investment Advisors, Inc. | 2,188 | $923.0K | 0.05% | 00.0% | Unchanged |
| Capula Management Ltd | 2,210 | $932.0K | 0.11% | +2,210 | New |
| Bennett Selby Investments LP | 2,226 | $939.0K | 0.75% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,248 | $948.0K | 0.00% | −185−7.6% | Reduced |
| Jefferies Group LLC | 2,264 | $954.9K | 0.03% | +2,264 | New |
| Achmea Investment Management B.V. | 2,267 | $956.0K | 0.03% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 2,211 | $988.0K | 0.89% | +17+0.8% | Added |
| Perpetual Investment Management Ltd | 2,346 | $990.0K | 0.14% | −868−27.0% | Reduced |
| Acadian Asset Management LLC | 2,352 | $991.0K | 0.01% | −4,024−63.1% | Reduced |
| Intech Investment Management LLC | 2,374 | $1.00M | 0.01% | −106−4.3% | Reduced |
| Tredje AP-fonden | 2,399 | $1.01M | 0.02% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.02M | 0.50% | 00.0% | Unchanged |
| City Holding Co | 2,492 | $1.05M | 0.21% | +68+2.8% | Added |
| Hancock Whitney Corp | 2,522 | $1.06M | 0.05% | −175−6.5% | Reduced |
| Greenleaf Trust | 2,594 | $1.09M | 0.02% | +117+4.7% | Added |
| Vetamer Capital Management, L.P. | 2,613 | $1.10M | 1.31% | +2,613 | New |
| Davenport & Co LLC | 2,641 | $1.11M | 0.01% | −318−10.7% | Reduced |
| AlphaCrest Capital Management LLC | 2,662 | $1.12M | 0.07% | −502−15.9% | Reduced |
| Kestra Advisory Services, LLC | 2,705 | $1.14M | 0.01% | −895−24.9% | Reduced |
| Wolverine Trading, LLC | 2,715 | $1.15M | 0.04% | +1,108+68.9% | Added |
| Fullerton Fund Management Co Ltd. | 2,736 | $1.15M | 0.09% | +442+19.3% | Added |
| Cetera Investment Advisers | 2,744 | $1.16M | 0.02% | −8−0.3% | Reduced |
| Inverness Counsel LLC | 2,749 | $1.16M | 0.06% | +87+3.3% | Added |
| CIBC World Markets Inc. | 2,755 | $1.16M | 0.00% | +462+20.1% | Added |
| Fairbanks Capital Management, Inc. | 2,800 | $1.18M | 1.10% | −35−1.2% | Reduced |
| Aquatic Capital Management LLC | 2,800 | $1.18M | 0.12% | +1,600+133.3% | Added |
| Ci Investments Inc. | 2,838 | $1.20M | 0.01% | +2,393+537.8% | Added |
| Regentatlantic Capital LLC | 2,866 | $1.21M | 0.04% | +324+12.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,873 | $1.21M | 0.02% | −880−23.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,885 | $1.22M | 0.11% | +113+4.1% | Added |
| Los Angeles Capital Management LLC | 2,893 | $1.22M | 0.01% | −3,435−54.3% | Reduced |
| Beacon Pointe Advisors, LLC | 2,922 | $1.23M | 0.03% | −202−6.5% | Reduced |
| Oppenheimer Asset Management Inc. | 2,924 | $1.23M | 0.02% | −142−4.6% | Reduced |
| Canandaigua National Corp | 2,935 | $1.24M | 0.22% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,937 | $1.24M | 0.11% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 2,953 | $1.25M | 0.15% | +1,021+52.8% | Added |
| Mercer Global Advisors Inc | 2,966 | $1.25M | 0.01% | −354−10.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,990 | $1.26M | 0.03% | −252−7.8% | Reduced |
| Assetmark, Inc | 2,991 | $1.26M | 0.01% | +345+13.0% | Added |
| Birinyi Associates Inc | 3,000 | $1.26M | 0.59% | −250−7.7% | Reduced |
| First Manhattan Co | 3,000 | $1.26M | 0.01% | 00.0% | Unchanged |
| Tsai Capital Corp | 3,047 | $1.28M | 1.43% | +3,047 | New |
| Bessemer Securities LLC | 3,071 | $1.29M | 0.47% | −233−7.1% | Reduced |
| Change Path, LLC | 3,322 | $1.40M | 0.08% | +192+6.1% | Added |
| Boston Financial Mangement LLC | 3,538 | $1.49M | 0.06% | +3,538 | New |
| SG Americas Securities, LLC | 3,560 | $1.50M | 0.02% | +126+3.7% | Added |
| Northwest & Ethical Investments L.P. | 3,565 | $1.50M | 0.06% | −609−14.6% | Reduced |
| E. Ohman J:or Asset Management AB | 3,712 | $1.57M | 0.07% | −100−2.6% | Reduced |
| Sumitomo Life Insurance Co | 3,801 | $1.60M | 0.07% | +156+4.3% | Added |
| Alamar Capital Management, LLC | 3,807 | $1.61M | 1.80% | −398−9.5% | Reduced |
| Allstate Corp | 3,879 | $1.64M | 0.05% | +403+11.6% | Added |
| EFG Asset Management (Americas) Corp. | 3,925 | $1.66M | 0.42% | −988−20.1% | Reduced |
| Crossmark Global Holdings, Inc. | 3,967 | $1.67M | 0.05% | −200−4.8% | Reduced |
| Creative Planning | 4,021 | $1.70M | 0.00% | +97+2.5% | Added |
| New Mexico Educational Retirement Board | 4,100 | $1.73M | 0.09% | −400−8.9% | Reduced |
| First Trust Advisors LP | 4,119 | $1.74M | 0.00% | +4,119 | New |
| Bank of Nova Scotia | 4,152 | $1.75M | 0.01% | −16,243−79.6% | Reduced |
| Park Avenue Securities LLC | 4,259 | $1.80M | 0.04% | +123+3.0% | Added |
| Guggenheim Capital LLC | 4,341 | $1.83M | 0.02% | −1,188−21.5% | Reduced |
| Advisor Partners II, LLC | 4,397 | $1.85M | 0.14% | +4,397 | New |
| ProVise Management Group, LLC | 4,460 | $1.88M | 0.21% | −5−0.1% | Reduced |
| Colony Group LLC | 4,476 | $1.89M | 0.03% | −36−0.8% | Reduced |
| First Hawaiian Bank | 4,478 | $1.89M | 0.07% | +391+9.6% | Added |
| Ghe, LLC | 4,562 | $1.92M | 2.14% | +1,484+48.2% | Added |
| Cornercap Investment Counsel Inc | 4,589 | $1.94M | 0.37% | −90−1.9% | Reduced |
| Metropolitan Life Insurance Co | 4,622 | $1.95M | 0.09% | −94−2.0% | Reduced |