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 |
|---|---|---|---|---|---|
| Arbor Capital Management Inc | 2,211 | $988.0K | 0.89% | +17+0.8% | Added |
| Achmea Investment Management B.V. | 2,267 | $956.0K | 0.03% | 00.0% | Unchanged |
| Jefferies Group LLC | 2,264 | $954.9K | 0.03% | +2,264 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,248 | $948.0K | 0.00% | −185−7.6% | Reduced |
| Bennett Selby Investments LP | 2,226 | $939.0K | 0.75% | 00.0% | Unchanged |
| Capula Management Ltd | 2,210 | $932.0K | 0.11% | +2,210 | New |
| Dana Investment Advisors, Inc. | 2,188 | $923.0K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,153 | $908.1K | 0.64% | +410+23.5% | Added |
| Toroso Investments, LLC | 2,135 | $901.0K | 0.04% | +100+4.9% | Added |
| Captrust Financial Advisors | 2,134 | $900.0K | 0.01% | +538+33.7% | Added |
| PDT Partners, LLC | 2,100 | $886.0K | 0.13% | +2,100 | New |
| Advisor OS, LLC | 2,033 | $857.0K | 0.26% | −215−9.6% | Reduced |
| Westwood Holdings Group Inc. | 2,016 | $850.0K | 0.01% | −1,679−45.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 2,012 | $849.0K | 0.99% | −1,152−36.4% | Reduced |
| Exencial Wealth Advisors, LLC | 2,010 | $848.0K | 0.05% | −3−0.1% | Reduced |
| Graham Capital Management, L.P. | 2,009 | $847.0K | 0.04% | +603+42.9% | Added |
| 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 |
| Seeyond | 1,986 | $837.0K | 0.10% | −695−25.9% | Reduced |
| Empirical Finance, LLC | 1,961 | $827.0K | 0.10% | +327+20.0% | Added |
| Redpoint Investment Management Pty Ltd | 1,958 | $826.0K | 0.12% | −463−19.1% | Reduced |
| Vestcor Inc | 1,911 | $806.0K | 0.03% | +20+1.1% | Added |
| Value Partners Investments Inc. | 1,905 | $803.0K | 0.08% | +221+13.1% | Added |
| Liberty Wealth Management LLC | 1,899 | $801.0K | 0.21% | +12+0.6% | Added |
| Buckley Wealth Management, LLC | 1,895 | $799.0K | 0.29% | +45+2.4% | Added |
| Wetherby Asset Management Inc | 1,874 | $790.0K | 0.06% | +305+19.4% | Added |
| Segment Wealth Management, LLC | 1,868 | $788.0K | 0.10% | +118+6.7% | Added |
| Mawer Investment Management Ltd. | 1,830 | $772.0K | 0.00% | +293+19.1% | Added |
| Meeder Asset Management Inc | 1,811 | $764.0K | 0.04% | +445+32.6% | Added |
| Fortis Capital Management LLC | 1,790 | $755.0K | 0.65% | +45+2.6% | Added |
| Chartwell Investment Partners, LLC | 1,761 | $743.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Blair William & Co | 1,710 | $721.0K | 0.00% | −14−0.8% | Reduced |
| Advisory Services Network, LLC | 1,694 | $716.0K | 0.03% | +37+2.2% | Added |
| Veritable, L.P. | 1,696 | $715.0K | 0.01% | +3+0.2% | Added |
| TrimTabs Asset Management, LLC | 1,674 | $706.0K | 0.49% | −120−6.7% | Reduced |
| Cypress Asset Management Inc | 1,663 | $701.0K | 0.27% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,587 | $670.0K | 0.02% | +159+11.1% | Added |
| Element Capital Management LLC | 1,584 | $668.0K | 0.32% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,579 | $666.0K | 0.03% | −20−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,570 | $662.0K | 0.17% | −270−14.7% | Reduced |
| RB Capital Management, LLC | 1,558 | $657.0K | 0.25% | +192+14.1% | Added |
| Illinois Municipal Retirement Fund | 1,543 | $651.0K | 0.02% | −802−34.2% | Reduced |
| 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 |
| Gilbert & Cook, Inc. | 1,394 | $633.0K | 0.14% | +35+2.6% | Added |
| 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 |
| Quantitative Investment Management, LLC | 1,460 | $615.0K | 0.10% | +1,460 | New |
| Rockefeller Capital Management L.P. | 1,428 | $601.0K | 0.00% | +74+5.5% | Added |
| Alera Investment Advisors, LLC | 1,423 | $600.0K | 0.17% | +34+2.4% | Added |
| Moody Lynn & Lieberson, LLC | 1,409 | $594.0K | 0.06% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 1,387 | $585.0K | 0.85% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 1,367 | $577.0K | 0.02% | +57+4.4% | Added |
| Teza Capital Management LLC | 1,356 | $572.0K | 0.12% | −336−19.9% | Reduced |
| Glenmede Trust Co NA | 1,355 | $571.0K | 0.00% | −118−8.0% | Reduced |
| Diversified Trust Co | 1,344 | $567.0K | 0.03% | +339+33.7% | Added |
| Wedmont Private Capital | 1,320 | $557.0K | 0.11% | +264+25.0% | Added |
| Elevated Capital Advisors, LLC | 1,307 | $551.0K | 0.22% | +1,307 | New |
| Institute for Wealth Management, LLC. | 1,296 | $547.0K | 0.12% | +72+5.9% | Added |
| CWM, LLC | 1,294 | $546.0K | 0.00% | +232+21.8% | Added |
| Signaturefd, LLC | 1,284 | $542.0K | 0.02% | +77+6.4% | Added |
| Scotia Capital Inc. | 1,266 | $534.0K | 0.00% | −30−2.3% | Reduced |
| Bradley Foster & Sargent Inc | 1,261 | $532.0K | 0.01% | −33−2.6% | Reduced |
| Oak Ridge Investments LLC | 1,252 | $528.0K | 0.08% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,245 | $525.0K | 0.02% | +518+71.3% | Added |
| Pinnacle Associates Ltd | 1,233 | $520.0K | 0.01% | +130+11.8% | Added |
| Metis Global Partners, LLC | 1,198 | $505.0K | 0.08% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 1,171 | $494.0K | 0.54% | +60+5.4% | Added |
| Stelac Advisory Services LLC | 1,150 | $485.0K | 0.22% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,147 | $483.0K | 0.00% | −224−16.3% | Reduced |
| Pathstone Family Office, LLC | 1,141 | $480.8K | 0.01% | +4+0.4% | Added |
| Moody National Bank Trust Division | 1,138 | $480.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Cresset Asset Management, LLC | 1,121 | $473.0K | 0.01% | +129+13.0% | Added |
| Prudential PLC | 1,109 | $468.0K | 0.01% | +162+17.1% | Added |
| Keybank National Association | 1,108 | $467.0K | 0.00% | −112−9.2% | Reduced |
| 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 |
| Stanley-Laman Group, Ltd. | 1,086 | $458.0K | 0.09% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,057 | $446.0K | 0.03% | +1,057 | New |
| Navellier & Associates Inc | 1,047 | $442.0K | 0.10% | −17−1.6% | Reduced |
| Pendal Group Limited | 1,041 | $439.0K | 0.00% | +18+1.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,034 | $436.0K | 0.02% | −438−29.8% | Reduced |
| Clarius Group, LLC | 1,012 | $427.0K | 0.04% | +81+8.7% | Added |
| Davy Global Fund Management Ltd | 1,011 | $426.0K | 0.10% | −148−12.8% | Reduced |
| Angeles Wealth Management, LLC | 1,006 | $424.0K | 0.08% | −20−1.9% | Reduced |
| Harbor Advisors LLC | 1,000 | $422.0K | 0.11% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $421.8K | 0.34% | −400−28.6% | Reduced |
| Segall Bryant & Hamill, LLC | 997 | $420.0K | 0.01% | −144−12.6% | Reduced |
| 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 |
| BSW Wealth Partners | 982 | $414.0K | 0.10% | +23+2.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 975 | $411.0K | 0.02% | −150−13.3% | Reduced |
| Hillsdale Investment Management Inc. | 970 | $408.0K | 0.04% | +950+4,750.0% | 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 |