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 |
|---|---|---|---|---|---|
| Sawtooth Solutions, LLC | 947 | $399.0K | 0.06% | +151+19.0% | Added |
| 55I, LLC | 930 | $392.0K | 0.01% | +930 | New |
| Profund Advisors LLC | 918 | $387.0K | 0.03% | +31+3.5% | Added |
| Trust Asset Management LLC | 917 | $387.0K | 0.05% | +63+7.4% | Added |
| Gotham Asset Management, LLC | 913 | $385.0K | 0.01% | +913 | New |
| Camden Capital, LLC | 905 | $382.0K | 0.09% | +75+9.0% | Added |
| Veriti Management LLC | 904 | $381.0K | 0.06% | −316−25.9% | Reduced |
| Pinebridge Investments, L.P. | 902 | $380.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 898 | $378.8K | 0.27% | +61+7.3% | Added |
| BMS Financial Advisors, LLC | 886 | $374.0K | 0.26% | +9+1.0% | Added |
| Checchi Capital Advisers, LLC | 884 | $373.0K | 0.04% | −9−1.0% | Reduced |
| RFG Advisory, LLC | 798 | $373.0K | 0.02% | −4−0.5% | Reduced |
| Leonteq Securities AG | 883 | $372.4K | 0.02% | −1,640−65.0% | Reduced |
| Menard Financial Group LLC | 865 | $365.0K | 0.66% | +11+1.3% | Added |
| Forte Capital LLC | 857 | $362.0K | 0.07% | −115−11.8% | Reduced |
| Boston Private Wealth LLC | 854 | $360.0K | 0.01% | +854 | New |
| Texas Capital Bank Wealth Management Services Inc | 850 | $359.0K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 848 | $358.0K | 0.02% | +104+14.0% | Added |
| Zions Bancorporation, N.A. | 833 | $351.0K | 0.04% | −71−7.9% | Reduced |
| Foundry Partners, LLC | 819 | $345.0K | 0.02% | +211+34.7% | Added |
| Capstone Investment Advisors, LLC | 819 | $345.0K | 0.01% | +819 | New |
| Raymond James Trust N.A. | 811 | $342.0K | 0.01% | −152−15.8% | Reduced |
| Boit C F David | 810 | $342.0K | 0.28% | +810 | New |
| Fukoku Mutual Life Insurance Co | 790 | $333.0K | 0.03% | +130+19.7% | Added |
| Siemens Fonds Invest GmbH | 786 | $332.0K | 0.04% | −77−8.9% | Reduced |
| Lido Advisors, LLC | 786 | $331.0K | 0.01% | −6−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 784 | $331.0K | 0.02% | +784 | New |
| JSF Financial, LLC | 783 | $330.0K | 0.13% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 782 | $329.0K | 0.00% | −197−20.1% | Reduced |
| Elk River Wealth Management, LLC | 780 | $329.0K | 0.09% | 00.0% | Unchanged |
| Pitcairn Co | 779 | $329.0K | 0.04% | +19+2.5% | Added |
| Parallel Advisors, LLC | 778 | $328.0K | 0.02% | +69+9.7% | Added |
| Fund Management at Engine No. 1 LLC | 773 | $326.0K | 0.10% | −46−5.6% | Reduced |
| World Equity Group, Inc. | 769 | $324.4K | 0.08% | +36+4.9% | Added |
| CAPROCK Group, Inc. | 767 | $324.0K | 0.03% | +100+15.0% | Added |
| Virtue Capital Management, LLC | 762 | $321.0K | 0.05% | −15−1.9% | Reduced |
| MAI Capital Management | 759 | $320.0K | 0.01% | +65+9.4% | Added |
| Magellan Asset Management Ltd | 727 | $307.0K | 0.00% | −152−17.3% | Reduced |
| Bryn Mawr Trust Co | 728 | $307.0K | 0.01% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 734 | $303.0K | 0.13% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 717 | $302.0K | 0.04% | +158+28.3% | Added |
| Lincoln National Corp | 712 | $301.0K | 0.01% | +712 | New |
| Balentine LLC | 704 | $297.0K | 0.01% | +33+4.9% | Added |
| Ossiam | 703 | $297.0K | 0.01% | +649+1,201.9% | Added |
| SFMG, LLC | 732 | $294.0K | 0.03% | +11+1.5% | Added |
| CNB Bank | 692 | $292.0K | 0.20% | +49+7.6% | Added |
| Telemus Capital, LLC | 685 | $289.0K | 0.03% | −247−26.5% | Reduced |
| Ascent Wealth Partners, LLC | 676 | $285.0K | 0.07% | +676 | New |
| Blueshift Asset Management, LLC | 671 | $283.0K | 0.06% | −159−19.2% | Reduced |
| Sentry Investment Management LLC | 669 | $282.0K | 0.13% | +113+20.3% | Added |
| Qtron Investments LLC | 667 | $281.0K | 0.07% | +667 | New |
| Atria Wealth Solutions, Inc. | 652 | $275.1K | 0.00% | −616−48.6% | Reduced |
| Resources Investment Advisors, LLC. | 652 | $275.0K | 0.01% | −6−0.9% | Reduced |
| Natixis Investment Managers International | 651 | $274.0K | 0.02% | −894−57.9% | Reduced |
| Algert Global LLC | 649 | $274.0K | 0.02% | +649 | New |
| Perigon Wealth Management, LLC | 645 | $272.0K | 0.02% | +22+3.5% | Added |
| Engineers Gate Manager LP | 620 | $262.0K | 0.02% | −860−58.1% | Reduced |
| Clear Street Markets LLC | 612 | $258.0K | 0.05% | +443+262.1% | Added |
| Mather Group, LLC. | 602 | $254.0K | 0.01% | +602 | New |
| WJ Wealth Management, LLC | 600 | $253.0K | 0.16% | 00.0% | Unchanged |
| Cutler Group LP | 600 | $253.0K | 0.03% | +600 | New |
| Alpha Paradigm Partners, LLC | 601 | $253.0K | 0.11% | +601 | New |
| Vident Investment Advisory, LLC | 818 | $248.0K | 0.01% | +8+1.0% | Added |
| Grove Bank & Trust | 589 | $248.0K | 0.06% | −9−1.5% | Reduced |
| Flagship Harbor Advisors, LLC | 587 | $248.0K | 0.03% | −9−1.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 587 | $248.0K | 0.01% | +587 | New |
| Pearl River Capital, LLC | 583 | $246.0K | 0.05% | −601−50.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 578 | $244.0K | 0.05% | +3+0.5% | Added |
| Chilton Investment Co LLC | 577 | $243.0K | 0.01% | −42−6.8% | Reduced |
| Fenimore Asset Management Inc | 572 | $241.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 568 | $240.0K | 0.00% | −111−16.3% | Reduced |
| Fishman Jay A Ltd | 565 | $238.3K | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 564 | $238.0K | 0.01% | −40−6.6% | Reduced |
| Ancora Advisors, LLC | 564 | $238.0K | 0.01% | −4−0.7% | Reduced |
| Donoghue Forlines LLC | 561 | $237.0K | 0.09% | −1,291−69.7% | Reduced |
| Prospera Financial Services Inc | 562 | $237.0K | 0.01% | +134+31.3% | Added |
| Orion Portfolio Solutions, LLC | 560 | $236.0K | 0.01% | +560 | New |
| Stephens Inc | 557 | $235.0K | 0.01% | −1−0.2% | Reduced |
| Graypoint LLC | 558 | $235.0K | 0.03% | +42+8.1% | Added |
| ICA Group Wealth Management, LLC | 550 | $232.0K | 0.05% | +24+4.6% | Added |
| Forum Financial Management, LP | 549 | $232.0K | 0.01% | −37−6.3% | Reduced |
| Sequoia Financial Advisors, LLC | 535 | $226.0K | 0.01% | −28−5.0% | Reduced |
| HB Wealth Management, LLC | 531 | $224.0K | 0.00% | +531 | New |
| Shelton Capital Management | 510 | $215.0K | 0.01% | −20−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 507 | $214.0K | 0.05% | +42+9.0% | Added |
| Gilman Hill Asset Management, LLC | 500 | $211.0K | 0.05% | +500 | New |
| Comerica Securities,inc. | 494 | $208.0K | 0.02% | −53−9.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 491 | $207.0K | 0.06% | 00.0% | Unchanged |
| Unio Capital LLC | 485 | $205.0K | 0.12% | +485 | New |
| Fiduciary Trust Co | 484 | $204.0K | 0.00% | +484 | New |
| Independent Advisor Alliance | 483 | $204.0K | 0.01% | +483 | New |
| Personal Cfo Solutions, LLC | 480 | $202.0K | 0.05% | +480 | New |
| Thoroughbred Financial Services, LLC | 478 | $201.0K | 0.04% | +478 | New |
| Principal Street Partners, LLC | 476 | $201.0K | 0.05% | +476 | New |
| Copeland Capital Management, LLC | 467 | $197.0K | 0.01% | −106−18.5% | Reduced |
| Harvest Fund Management Co., Ltd | 464 | $196.0K | 0.06% | +15+3.3% | Added |
| Capital Advisors, Ltd. LLC | 440 | $186.0K | 0.04% | +69+18.6% | Added |
| Whittier Trust Co of Nevada Inc | 425 | $179.0K | 0.01% | +400+1,600.0% | Added |
| Smithfield Trust Co | 421 | $178.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 379 | $178.0K | 0.01% | +2+0.5% | Added |