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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 4,668 | $1.97M | 0.02% | −45−1.0% | Reduced |
| Proequities, Inc. | 4,672 | $1.97M | 0.19% | −169−3.5% | Reduced |
| Balboa Wealth Partners | 4,712 | $1.99M | 0.87% | +4,712 | New |
| Corient Capital Partners, LLC | 4,843 | $2.00M | 0.15% | +7+0.1% | Added |
| Freedom Day Solutions, LLC | 4,747 | $2.00M | 1.08% | −138−2.8% | Reduced |
| Munro Partners | 4,875 | $2.06M | 0.13% | +4,875 | New |
| Natixis | 4,957 | $2.09M | 0.01% | −8,427−63.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,994 | $2.11M | 0.02% | −2,658−34.7% | Reduced |
| Dakota Wealth Management | 5,037 | $2.13M | 0.17% | −2,348−31.8% | Reduced |
| Flputnam Investment Management Co | 5,101 | $2.15M | 0.08% | +2,172+74.2% | Added |
| Triasima Portfolio Management inc. | 5,185 | $2.19M | 0.18% | −106−2.0% | Reduced |
| Louisiana State Employees Retirement System | 5,200 | $2.19M | 0.06% | +100+2.0% | Added |
| Edmond de Rothschild Holding S.A. | 5,249 | $2.21M | 0.06% | +1,577+42.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,333 | $2.25M | 0.23% | +3,126+141.6% | Added |
| PFG Advisors | 5,335 | $2.25M | 0.26% | −10−0.2% | Reduced |
| Ieq Capital, LLC | 5,429 | $2.29M | 0.06% | +2,394+78.9% | Added |
| Vestor Capital, LLC | 5,456 | $2.30M | 0.30% | +5,456 | New |
| Kingfisher Capital LLC | 5,471 | $2.31M | 0.64% | +164+3.1% | Added |
| Redwood Investments, LLC | 5,558 | $2.34M | 0.31% | −51−0.9% | Reduced |
| Paragon Advisors, LLC | 5,561 | $2.35M | 1.20% | +1,505+37.1% | Added |
| Totem Point Management, LLC | 5,575 | $2.35M | 4.06% | +5,575 | New |
| Banque Pictet & Cie SA | 5,603 | $2.36M | 0.03% | +1,731+44.7% | Added |
| Gofen & Glossberg LLC | 5,652 | $2.38M | 0.07% | 00.0% | Unchanged |
| Grandeur Peak Global Advisors, LLC | 5,748 | $2.42M | 0.15% | −4,406−43.4% | Reduced |
| Stewart Asset Management, LLC | 5,811 | $2.45M | 1.78% | +5,811 | New |
| Raymond James Financial Services Advisors, Inc. | 5,836 | $2.46M | 0.01% | +320+5.8% | Added |
| Ethic Inc. | 5,910 | $2.49M | 0.17% | +1,115+23.3% | Added |
| Ensign Peak Advisors, Inc | 6,003 | $2.53M | 0.01% | −3,148−34.4% | Reduced |
| King Luther Capital Management Corp | 6,091 | $2.57M | 0.02% | +18+0.3% | Added |
| Aurora Investment Managers, LLC. | 6,133 | $2.59M | 2.57% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,168 | $2.60M | 0.04% | −154−2.4% | Reduced |
| Wealthfront Advisers LLC | 6,197 | $2.61M | 0.01% | +518+9.1% | Added |
| Kentucky Retirement Systems | 6,302 | $2.66M | 0.11% | +281+4.7% | Added |
| Janney Montgomery Scott LLC | 6,459 | $2.73M | 0.01% | +374+6.1% | Added |
| Fifth Third Bancorp | 6,642 | $2.80M | 0.01% | +580+9.6% | Added |
| Formuepleje A/S | 6,684 | $2.82M | 0.23% | +6,684 | New |
| Shell Asset Management Co | 6,910 | $2.92M | 0.11% | −1,940−21.9% | Reduced |
| Covington Capital Management | 6,925 | $2.92M | 0.13% | −235−3.3% | Reduced |
| Securian Asset Management, Inc | 6,948 | $2.93M | 0.09% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 6,970 | $2.94M | 0.13% | +6,970 | New |
| Financial Counselors Inc | 7,016 | $2.96M | 0.07% | +302+4.5% | Added |
| PGGM Investments | 7,021 | $2.96M | 0.05% | +7,021 | New |
| Cape Cod Five Cents Savings Bank | 7,043 | $2.97M | 0.35% | +417+6.3% | Added |
| Level Four Advisory Services, LLC | 7,131 | $3.01M | 0.29% | +19+0.3% | Added |
| Parallax Volatility Advisers, L.P. | 7,224 | $3.05M | 0.06% | −61−0.8% | Reduced |
| Synovus Financial Corp | 7,378 | $3.11M | 0.04% | +146+2.0% | Added |
| Mariner, LLC | 7,420 | $3.13M | 0.01% | +7,420 | New |
| Donaldson Capital Management, LLC | 7,432 | $3.13M | 0.17% | +123+1.7% | Added |
| Ritholtz Wealth Management | 7,488 | $3.16M | 0.17% | +4,094+120.6% | Added |
| Qube Research & Technologies Ltd | 7,500 | $3.16M | 0.02% | −2,569−25.5% | Reduced |
| Alcosta Capital Management, Inc. | 7,590 | $3.20M | 3.14% | −222−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,598 | $3.21M | 0.04% | +7,598 | New |
| JustInvest LLC | 7,609 | $3.21M | 0.15% | +707+10.2% | Added |
| Tower Research Capital LLC (TRC) | 7,632 | $3.22M | 0.05% | +1,145+17.7% | Added |
| Daiwa Securities Group Inc. | 7,795 | $3.29M | 0.03% | −90−1.1% | Reduced |
| Edgestream Partners, L.P. | 7,835 | $3.31M | 0.26% | −9,110−53.8% | Reduced |
| Security Asset Management | 7,836 | $3.31M | 1.98% | +84+1.1% | Added |
| Fernwood Investment Management, LLC | 7,856 | $3.31M | 1.40% | +12+0.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 8,000 | $3.37M | 0.18% | −8,197−50.6% | Reduced |
| British Columbia Investment Management Corp | 8,026 | $3.38M | 0.04% | −1,403−14.9% | Reduced |
| Jane Street Group, LLC | 8,195 | $3.46M | 0.01% | −9,749−54.3% | Reduced |
| TD Private Client Wealth LLC | 8,673 | $3.66M | 0.19% | −303−3.4% | Reduced |
| Bishop Rock Capital, L.P. | 8,699 | $3.67M | 2.54% | −809−8.5% | Reduced |
| AE Wealth Management LLC | 8,753 | $3.69M | 0.03% | −872−9.1% | Reduced |
| CWM Advisors, LLC | 8,900 | $3.75M | 0.53% | −445−4.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,952 | $3.78M | 0.31% | +860+10.6% | Added |
| DuPont Capital Management Corp | 9,047 | $3.82M | 0.23% | −561−5.8% | Reduced |
| US Bancorp | 9,131 | $3.85M | 0.01% | +146+1.6% | Added |
| Hartford Investment Management Co | 9,151 | $3.86M | 0.13% | +187+2.1% | Added |
| Czech National Bank | 9,356 | $3.95M | 0.11% | +9,356 | New |
| Mackenzie Financial Corp | 9,426 | $3.98M | 0.01% | −1,708−15.3% | Reduced |
| Nissay Asset Management Corp | 9,630 | $4.06M | 0.04% | +320+3.4% | Added |
| C WorldWide Group Holding A/S | 9,709 | $4.09M | 0.06% | 00.0% | Unchanged |
| Rheos Capital Works Inc. | 9,800 | $4.13M | 0.28% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,924 | $4.19M | 0.01% | −4,335−30.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 10,074 | $4.25M | 0.01% | +10,074 | New |
| Kiwi Wealth Investments Limited Partnership | 10,427 | $4.30M | 0.30% | 00.0% | Unchanged |
| Alps Advisors Inc | 10,208 | $4.31M | 0.04% | +7,909+344.0% | Added |
| O'Shaughnessy Asset Management, LLC | 10,212 | $4.31M | 0.08% | +5,767+129.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,910 | $4.50M | 0.06% | 00.0% | Unchanged |
| Bokf, NA | 10,778 | $4.55M | 0.09% | −613−5.4% | Reduced |
| Eqis Capital Management, Inc. | 10,812 | $4.56M | 0.53% | −195−1.8% | Reduced |
| Stony Point Capital LLC | 10,886 | $4.59M | 1.66% | −3,000−21.6% | Reduced |
| Evoke Wealth, LLC | 10,941 | $4.62M | 0.19% | −246−2.2% | Reduced |
| Cubist Systematic Strategies, LLC | 11,100 | $4.68M | 0.03% | −31,625−74.0% | Reduced |
| State of Alaska, Department of Revenue | 11,184 | $4.72M | 0.06% | −475−4.1% | Reduced |
| Texas Permanent School Fund | 11,305 | $4.77M | 0.08% | +591+5.5% | Added |
| New York Life Investment Management LLC | 11,349 | $4.79M | 0.06% | −59−0.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 11,505 | $4.85M | 0.02% | −35,048−75.3% | Reduced |
| K.J. Harrison & Partners Inc | 11,645 | $4.91M | 1.74% | +150+1.3% | Added |
| Jump Financial, LLC | 11,712 | $4.94M | 0.19% | −55−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 11,766 | $4.96M | 0.01% | +616+5.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,775 | $4.97M | 0.05% | −37−0.3% | Reduced |
| AMG National Trust Bank | 11,808 | $4.98M | 0.19% | +37+0.3% | Added |
| Logan Capital Management Inc | 11,869 | $5.01M | 0.30% | −12−0.1% | Reduced |
| Baldwin Brothers Inc | 11,879 | $5.01M | 0.69% | −418−3.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,979 | $5.05M | 0.12% | +738+6.6% | Added |
| First Horizon Advisors, Inc. | 12,061 | $5.09M | 0.20% | −129−1.1% | Reduced |
| Axxcess Wealth Management, LLC | 12,088 | $5.10M | 0.51% | +348+3.0% | Added |
| Mutual of America Capital Management LLC | 12,295 | $5.19M | 0.07% | +306+2.6% | Added |