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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 7,016 | $2.96M | 0.07% | +302+4.5% | Added |
| Cinctive Capital Management LP | 6,970 | $2.94M | 0.13% | +6,970 | New |
| Securian Asset Management, Inc | 6,948 | $2.93M | 0.09% | 00.0% | Unchanged |
| Covington Capital Management | 6,925 | $2.92M | 0.13% | −235−3.3% | Reduced |
| Shell Asset Management Co | 6,910 | $2.92M | 0.11% | −1,940−21.9% | Reduced |
| Formuepleje A/S | 6,684 | $2.82M | 0.23% | +6,684 | New |
| Fifth Third Bancorp | 6,642 | $2.80M | 0.01% | +580+9.6% | Added |
| Janney Montgomery Scott LLC | 6,459 | $2.73M | 0.01% | +374+6.1% | Added |
| Kentucky Retirement Systems | 6,302 | $2.66M | 0.11% | +281+4.7% | Added |
| Wealthfront Advisers LLC | 6,197 | $2.61M | 0.01% | +518+9.1% | Added |
| Oregon Public Employees Retirement Fund | 6,168 | $2.60M | 0.04% | −154−2.4% | Reduced |
| Aurora Investment Managers, LLC. | 6,133 | $2.59M | 2.57% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 6,091 | $2.57M | 0.02% | +18+0.3% | Added |
| Ensign Peak Advisors, Inc | 6,003 | $2.53M | 0.01% | −3,148−34.4% | Reduced |
| Ethic Inc. | 5,910 | $2.49M | 0.17% | +1,115+23.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,836 | $2.46M | 0.01% | +320+5.8% | Added |
| Stewart Asset Management, LLC | 5,811 | $2.45M | 1.78% | +5,811 | New |
| Grandeur Peak Global Advisors, LLC | 5,748 | $2.42M | 0.15% | −4,406−43.4% | Reduced |
| Gofen & Glossberg LLC | 5,652 | $2.38M | 0.07% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 5,603 | $2.36M | 0.03% | +1,731+44.7% | Added |
| Totem Point Management, LLC | 5,575 | $2.35M | 4.06% | +5,575 | New |
| Paragon Advisors, LLC | 5,561 | $2.35M | 1.20% | +1,505+37.1% | Added |
| Redwood Investments, LLC | 5,558 | $2.34M | 0.31% | −51−0.9% | Reduced |
| Kingfisher Capital LLC | 5,471 | $2.31M | 0.64% | +164+3.1% | Added |
| Vestor Capital, LLC | 5,456 | $2.30M | 0.30% | +5,456 | New |
| Ieq Capital, LLC | 5,429 | $2.29M | 0.06% | +2,394+78.9% | Added |
| PFG Advisors | 5,335 | $2.25M | 0.26% | −10−0.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,333 | $2.25M | 0.23% | +3,126+141.6% | Added |
| Edmond de Rothschild Holding S.A. | 5,249 | $2.21M | 0.06% | +1,577+42.9% | Added |
| Louisiana State Employees Retirement System | 5,200 | $2.19M | 0.06% | +100+2.0% | Added |
| Triasima Portfolio Management inc. | 5,185 | $2.19M | 0.18% | −106−2.0% | Reduced |
| Flputnam Investment Management Co | 5,101 | $2.15M | 0.08% | +2,172+74.2% | Added |
| Dakota Wealth Management | 5,037 | $2.13M | 0.17% | −2,348−31.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,994 | $2.11M | 0.02% | −2,658−34.7% | Reduced |
| Natixis | 4,957 | $2.09M | 0.01% | −8,427−63.0% | Reduced |
| Munro Partners | 4,875 | $2.06M | 0.13% | +4,875 | New |
| Freedom Day Solutions, LLC | 4,747 | $2.00M | 1.08% | −138−2.8% | Reduced |
| Corient Capital Partners, LLC | 4,843 | $2.00M | 0.15% | +7+0.1% | Added |
| Balboa Wealth Partners | 4,712 | $1.99M | 0.87% | +4,712 | New |
| Proequities, Inc. | 4,672 | $1.97M | 0.19% | −169−3.5% | Reduced |
| Gamco Investors, Inc. Et Al | 4,668 | $1.97M | 0.02% | −45−1.0% | Reduced |
| Metropolitan Life Insurance Co | 4,622 | $1.95M | 0.09% | −94−2.0% | Reduced |
| Cornercap Investment Counsel Inc | 4,589 | $1.94M | 0.37% | −90−1.9% | Reduced |
| Ghe, LLC | 4,562 | $1.92M | 2.14% | +1,484+48.2% | Added |
| First Hawaiian Bank | 4,478 | $1.89M | 0.07% | +391+9.6% | Added |
| Colony Group LLC | 4,476 | $1.89M | 0.03% | −36−0.8% | Reduced |
| ProVise Management Group, LLC | 4,460 | $1.88M | 0.21% | −5−0.1% | Reduced |
| Advisor Partners II, LLC | 4,397 | $1.85M | 0.14% | +4,397 | New |
| Guggenheim Capital LLC | 4,341 | $1.83M | 0.02% | −1,188−21.5% | Reduced |
| Park Avenue Securities LLC | 4,259 | $1.80M | 0.04% | +123+3.0% | Added |
| Bank of Nova Scotia | 4,152 | $1.75M | 0.01% | −16,243−79.6% | Reduced |
| First Trust Advisors LP | 4,119 | $1.74M | 0.00% | +4,119 | New |
| New Mexico Educational Retirement Board | 4,100 | $1.73M | 0.09% | −400−8.9% | Reduced |
| Creative Planning | 4,021 | $1.70M | 0.00% | +97+2.5% | Added |
| Crossmark Global Holdings, Inc. | 3,967 | $1.67M | 0.05% | −200−4.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 3,925 | $1.66M | 0.42% | −988−20.1% | Reduced |
| Allstate Corp | 3,879 | $1.64M | 0.05% | +403+11.6% | Added |
| Alamar Capital Management, LLC | 3,807 | $1.61M | 1.80% | −398−9.5% | Reduced |
| Sumitomo Life Insurance Co | 3,801 | $1.60M | 0.07% | +156+4.3% | Added |
| E. Ohman J:or Asset Management AB | 3,712 | $1.57M | 0.07% | −100−2.6% | Reduced |
| Northwest & Ethical Investments L.P. | 3,565 | $1.50M | 0.06% | −609−14.6% | Reduced |
| SG Americas Securities, LLC | 3,560 | $1.50M | 0.02% | +126+3.7% | Added |
| Boston Financial Mangement LLC | 3,538 | $1.49M | 0.06% | +3,538 | New |
| Change Path, LLC | 3,322 | $1.40M | 0.08% | +192+6.1% | Added |
| Bessemer Securities LLC | 3,071 | $1.29M | 0.47% | −233−7.1% | Reduced |
| Tsai Capital Corp | 3,047 | $1.28M | 1.43% | +3,047 | New |
| 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 |
| Assetmark, Inc | 2,991 | $1.26M | 0.01% | +345+13.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 2,990 | $1.26M | 0.03% | −252−7.8% | Reduced |
| Mercer Global Advisors Inc | 2,966 | $1.25M | 0.01% | −354−10.7% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 2,953 | $1.25M | 0.15% | +1,021+52.8% | Added |
| Everence Capital Management Inc | 2,937 | $1.24M | 0.11% | 00.0% | Unchanged |
| Canandaigua National Corp | 2,935 | $1.24M | 0.22% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,924 | $1.23M | 0.02% | −142−4.6% | Reduced |
| Beacon Pointe Advisors, LLC | 2,922 | $1.23M | 0.03% | −202−6.5% | Reduced |
| Los Angeles Capital Management LLC | 2,893 | $1.22M | 0.01% | −3,435−54.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,885 | $1.22M | 0.11% | +113+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,873 | $1.21M | 0.02% | −880−23.4% | Reduced |
| Regentatlantic Capital LLC | 2,866 | $1.21M | 0.04% | +324+12.7% | Added |
| Ci Investments Inc. | 2,838 | $1.20M | 0.01% | +2,393+537.8% | 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 |
| CIBC World Markets Inc. | 2,755 | $1.16M | 0.00% | +462+20.1% | Added |
| Inverness Counsel LLC | 2,749 | $1.16M | 0.06% | +87+3.3% | Added |
| Cetera Investment Advisers | 2,744 | $1.16M | 0.02% | −8−0.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 2,736 | $1.15M | 0.09% | +442+19.3% | Added |
| Wolverine Trading, LLC | 2,715 | $1.15M | 0.04% | +1,108+68.9% | Added |
| Kestra Advisory Services, LLC | 2,705 | $1.14M | 0.01% | −895−24.9% | Reduced |
| AlphaCrest Capital Management LLC | 2,662 | $1.12M | 0.07% | −502−15.9% | Reduced |
| Davenport & Co LLC | 2,641 | $1.11M | 0.01% | −318−10.7% | Reduced |
| Vetamer Capital Management, L.P. | 2,613 | $1.10M | 1.31% | +2,613 | New |
| Greenleaf Trust | 2,594 | $1.09M | 0.02% | +117+4.7% | Added |
| Hancock Whitney Corp | 2,522 | $1.06M | 0.05% | −175−6.5% | Reduced |
| City Holding Co | 2,492 | $1.05M | 0.21% | +68+2.8% | Added |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.02M | 0.50% | 00.0% | Unchanged |
| Tredje AP-fonden | 2,399 | $1.01M | 0.02% | 00.0% | Unchanged |
| Intech Investment Management LLC | 2,374 | $1.00M | 0.01% | −106−4.3% | Reduced |
| Acadian Asset Management LLC | 2,352 | $991.0K | 0.01% | −4,024−63.1% | Reduced |
| Perpetual Investment Management Ltd | 2,346 | $990.0K | 0.14% | −868−27.0% | Reduced |