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 |
|---|---|---|---|---|---|
| Forsta Ap-Fonden | 18,200 | $7.68M | 0.09% | −4,600−20.2% | Reduced |
| Commerce Bank | 18,040 | $7.61M | 0.07% | +6,144+51.6% | Added |
| Martin Investment Management, LLC | 17,500 | $7.38M | 2.58% | −30−0.2% | Reduced |
| KBC Group NV | 17,425 | $7.35M | 0.04% | −5,426−23.7% | Reduced |
| Commonwealth Equity Services, LLC | 17,363 | $7.32M | 0.02% | +12,546+260.5% | Added |
| Marks Group Wealth Management, Inc | 17,325 | $7.31M | 1.11% | +455+2.7% | Added |
| Jupiter Asset Management Ltd | 17,000 | $7.17M | 0.11% | +10,500+161.5% | Added |
| Progressive Investment Management Corp | 16,951 | $7.15M | 2.94% | +100+0.6% | Added |
| USS Investment Management Ltd | 16,478 | $6.96M | 0.11% | −6,099−27.0% | Reduced |
| United Capital Financial Advisers, LLC | 16,480 | $6.95M | 0.04% | −2,436−12.9% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 16,100 | $6.93M | 1.25% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 16,269 | $6.86M | 0.06% | +8,470+108.6% | Added |
| First Republic Investment Management, Inc. | 15,939 | $6.72M | 0.02% | +206+1.3% | Added |
| Connectus Wealth, LLC | 15,624 | $6.59M | 0.14% | −142−0.9% | Reduced |
| Fred Alger Management, LLC | 15,326 | $6.46M | 0.03% | +6,223+68.4% | Added |
| ProShare Advisors LLC | 15,032 | $6.34M | 0.02% | −1,681−10.1% | Reduced |
| Comerica Bank | 15,323 | $6.32M | 0.05% | +452+3.0% | Added |
| AQR Capital Management LLC | 14,875 | $6.27M | 0.02% | +4,965+50.1% | Added |
| MML Investors Services, LLC | 14,696 | $6.20M | 0.05% | +1,126+8.3% | Added |
| Credit Agricole S A | 14,604 | $6.16M | 0.21% | +3,332+29.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 14,488 | $6.11M | 0.05% | −378−2.5% | Reduced |
| Gulf International Bank (UK) Ltd | 14,350 | $6.05M | 0.11% | 00.0% | Unchanged |
| Utah Retirement Systems | 14,120 | $5.96M | 0.10% | +120+0.9% | Added |
| Sofos Investments, Inc. | 8,862 | $5.95M | 0.71% | −614−6.5% | Reduced |
| Middleton & Co Inc | 14,075 | $5.94M | 0.90% | −3,389−19.4% | Reduced |
| IFM Investors Pty Ltd | 14,050 | $5.93M | 0.11% | −94−0.7% | Reduced |
| Banco Santander, S.A. | 13,848 | $5.84M | 0.08% | +1,013+7.9% | Added |
| Xponance, Inc. | 13,809 | $5.82M | 0.11% | +972+7.6% | Added |
| Cambridge Financial Group, Inc. | 13,646 | $5.76M | 3.46% | +13,646 | New |
| Empire Life Investments Inc. | 13,634 | $5.75M | 0.44% | −101−0.7% | Reduced |
| Yousif Capital Management, LLC | 13,527 | $5.71M | 0.08% | −318−2.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 13,411 | $5.66M | 0.10% | +7,980+146.9% | Added |
| CIBC World Markets Corp | 13,295 | $5.61M | 0.08% | −4,972−27.2% | Reduced |
| State of Tennessee, Treasury Department | 13,294 | $5.61M | 0.03% | 00.0% | Unchanged |
| Man Group plc | 13,221 | $5.58M | 0.03% | – | – |
| TCW Group Inc | 13,128 | $5.54M | 0.08% | 00.0% | Unchanged |
| Westpac Banking Corp | 12,885 | $5.43M | 0.08% | +1,275+11.0% | Added |
| DnB Asset Management AS | 12,818 | $5.41M | 0.04% | +30.0% | Added |
| Sculptor Capital LP | 12,802 | $5.40M | 0.07% | +12,802 | New |
| ING Groep NV | 12,617 | $5.32M | 0.09% | −2,649−17.4% | Reduced |
| Swiss Life Asset Management Ltd | 12,437 | $5.24M | 0.09% | −82−0.7% | Reduced |
| Mutual of America Capital Management LLC | 12,295 | $5.19M | 0.07% | +306+2.6% | Added |
| Axxcess Wealth Management, LLC | 12,088 | $5.10M | 0.51% | +348+3.0% | Added |
| First Horizon Advisors, Inc. | 12,061 | $5.09M | 0.20% | −129−1.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,979 | $5.05M | 0.12% | +738+6.6% | Added |
| Baldwin Brothers Inc | 11,879 | $5.01M | 0.69% | −418−3.4% | Reduced |
| Logan Capital Management Inc | 11,869 | $5.01M | 0.30% | −12−0.1% | Reduced |
| AMG National Trust Bank | 11,808 | $4.98M | 0.19% | +37+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,775 | $4.97M | 0.05% | −37−0.3% | Reduced |
| The PNC Financial Services Group, Inc. | 11,766 | $4.96M | 0.01% | +616+5.5% | Added |
| Jump Financial, LLC | 11,712 | $4.94M | 0.19% | −55−0.5% | Reduced |
| K.J. Harrison & Partners Inc | 11,645 | $4.91M | 1.74% | +150+1.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 11,505 | $4.85M | 0.02% | −35,048−75.3% | Reduced |
| New York Life Investment Management LLC | 11,349 | $4.79M | 0.06% | −59−0.5% | Reduced |
| Texas Permanent School Fund | 11,305 | $4.77M | 0.08% | +591+5.5% | Added |
| State of Alaska, Department of Revenue | 11,184 | $4.72M | 0.06% | −475−4.1% | Reduced |
| Cubist Systematic Strategies, LLC | 11,100 | $4.68M | 0.03% | −31,625−74.0% | Reduced |
| Evoke Wealth, LLC | 10,941 | $4.62M | 0.19% | −246−2.2% | Reduced |
| Stony Point Capital LLC | 10,886 | $4.59M | 1.66% | −3,000−21.6% | Reduced |
| Eqis Capital Management, Inc. | 10,812 | $4.56M | 0.53% | −195−1.8% | Reduced |
| Bokf, NA | 10,778 | $4.55M | 0.09% | −613−5.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 10,910 | $4.50M | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,212 | $4.31M | 0.08% | +5,767+129.7% | Added |
| Alps Advisors Inc | 10,208 | $4.31M | 0.04% | +7,909+344.0% | Added |
| Kiwi Wealth Investments Limited Partnership | 10,427 | $4.30M | 0.30% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 10,074 | $4.25M | 0.01% | +10,074 | New |
| Susquehanna International Group, LLP | 9,924 | $4.19M | 0.01% | −4,335−30.4% | Reduced |
| Rheos Capital Works Inc. | 9,800 | $4.13M | 0.28% | 00.0% | Unchanged |
| C WorldWide Group Holding A/S | 9,709 | $4.09M | 0.06% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 9,630 | $4.06M | 0.04% | +320+3.4% | Added |
| Mackenzie Financial Corp | 9,426 | $3.98M | 0.01% | −1,708−15.3% | Reduced |
| Czech National Bank | 9,356 | $3.95M | 0.11% | +9,356 | New |
| Hartford Investment Management Co | 9,151 | $3.86M | 0.13% | +187+2.1% | Added |
| US Bancorp | 9,131 | $3.85M | 0.01% | +146+1.6% | Added |
| DuPont Capital Management Corp | 9,047 | $3.82M | 0.23% | −561−5.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,952 | $3.78M | 0.31% | +860+10.6% | Added |
| CWM Advisors, LLC | 8,900 | $3.75M | 0.53% | −445−4.8% | Reduced |
| AE Wealth Management LLC | 8,753 | $3.69M | 0.03% | −872−9.1% | Reduced |
| Bishop Rock Capital, L.P. | 8,699 | $3.67M | 2.54% | −809−8.5% | Reduced |
| TD Private Client Wealth LLC | 8,673 | $3.66M | 0.19% | −303−3.4% | Reduced |
| Jane Street Group, LLC | 8,195 | $3.46M | 0.01% | −9,749−54.3% | Reduced |
| British Columbia Investment Management Corp | 8,026 | $3.38M | 0.04% | −1,403−14.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 8,000 | $3.37M | 0.18% | −8,197−50.6% | Reduced |
| Fernwood Investment Management, LLC | 7,856 | $3.31M | 1.40% | +12+0.2% | Added |
| 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 |
| Daiwa Securities Group Inc. | 7,795 | $3.29M | 0.03% | −90−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 7,632 | $3.22M | 0.05% | +1,145+17.7% | Added |
| JustInvest LLC | 7,609 | $3.21M | 0.15% | +707+10.2% | Added |
| Teachers Retirement System of the State of Kentucky | 7,598 | $3.21M | 0.04% | +7,598 | New |
| Alcosta Capital Management, Inc. | 7,590 | $3.20M | 3.14% | −222−2.8% | Reduced |
| Qube Research & Technologies Ltd | 7,500 | $3.16M | 0.02% | −2,569−25.5% | Reduced |
| Ritholtz Wealth Management | 7,488 | $3.16M | 0.17% | +4,094+120.6% | Added |
| Donaldson Capital Management, LLC | 7,432 | $3.13M | 0.17% | +123+1.7% | Added |
| Mariner, LLC | 7,420 | $3.13M | 0.01% | +7,420 | New |
| Synovus Financial Corp | 7,378 | $3.11M | 0.04% | +146+2.0% | Added |
| Parallax Volatility Advisers, L.P. | 7,224 | $3.05M | 0.06% | −61−0.8% | Reduced |
| Level Four Advisory Services, LLC | 7,131 | $3.01M | 0.29% | +19+0.3% | Added |
| Cape Cod Five Cents Savings Bank | 7,043 | $2.97M | 0.35% | +417+6.3% | Added |
| PGGM Investments | 7,021 | $2.96M | 0.05% | +7,021 | New |