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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 328 | $175.8K | 0.00% | −52−13.7% | Reduced |
| American Portfolios Advisors | 390 | $164.5K | 0.01% | −44−10.1% | Reduced |
| Penserra Capital Management LLC | 391 | $164.0K | 0.00% | +10+2.6% | Added |
| IFP Advisors, Inc | 764 | $160.0K | 0.00% | +147+23.8% | Added |
| Anchor Investment Management, LLC | 367 | $154.8K | 0.02% | −110−23.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 364 | $153.5K | 0.00% | +8+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 344 | $145.0K | 0.00% | −148−30.1% | Reduced |
| Umb Bank N A | 336 | $142.0K | 0.00% | −24−6.7% | Reduced |
| JCIC Asset Management Inc. | 280 | $131.0K | 0.06% | −136−32.7% | Reduced |
| Private Trust Co NA | 310 | $131.0K | 0.02% | +46+17.4% | Added |
| Washington Trust Advisors, Inc. | 299 | $126.0K | 0.01% | −75−20.1% | Reduced |
| Sycomore Asset Management | 273 | $115.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 273 | $115.0K | 0.01% | +29+11.9% | Added |
| Whittier Trust Co | 262 | $111.0K | 0.00% | +14+5.6% | Added |
| Spire Wealth Management | 254 | $107.0K | 0.01% | −2−0.8% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 245 | $103.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 231 | $97.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 222 | $94.0K | 0.03% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 204 | $86.0K | 0.07% | +20+10.9% | Added |
| KB Financial Partners, LLC | 201 | $85.0K | 0.03% | −32−13.7% | Reduced |
| Allworth Financial LP | 201 | $85.0K | 0.00% | +61+43.6% | Added |
| Alta Advisers Ltd | 200 | $84.0K | 0.05% | +200 | New |
| Money Concepts Capital Corp | 191 | $81.0K | 0.00% | +15+8.5% | Added |
| Hantz Financial Services, Inc. | 190 | $80.0K | 0.00% | −27−12.4% | Reduced |
| Harbour Investments, Inc. | 193 | $80.0K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 183 | $77.0K | 0.07% | −195−51.6% | Reduced |
| Newfound Research LLC | 166 | $70.0K | 0.17% | −14−7.8% | Reduced |
| Seldon Capital LP | 143 | $60.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 138 | $58.0K | 0.01% | +2+1.5% | Added |
| JFS Wealth Advisors, LLC | 135 | $57.0K | 0.01% | +1+0.7% | Added |
| FourThought Financial, LLC | 134 | $57.0K | 0.01% | +115+605.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 123 | $51.0K | 0.02% | +123 | New |
| Barrett & Company, Inc. | 106 | $49.2K | 0.03% | +106 | New |
| Cullen/Frost Bankers, Inc. | 115 | $49.0K | 0.00% | +5+4.5% | Added |
| Glassman Wealth Services | 114 | $48.0K | 0.01% | +19+20.0% | Added |
| Carolinas Wealth Consulting LLC | 105 | $44.0K | 0.01% | −11−9.5% | Reduced |
| Sargent Bickham Lagudis LLC | 104 | $44.0K | 0.00% | −3−2.8% | Reduced |
| Rosenberg Matthew Hamilton | 104 | $44.0K | 0.02% | +4+4.0% | Added |
| Massmutual Trust Co FSB | 103 | $43.0K | 0.00% | +30+41.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $42.0K | 0.01% | −500−83.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 94 | $40.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 89 | $38.0K | 0.01% | −18−16.8% | Reduced |
| Covestor Ltd | 86 | $36.0K | 0.03% | +44+104.8% | Added |
| Arlington Partners LLC | 80 | $34.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 77 | $32.0K | 0.01% | +28+57.1% | Added |
| AdvisorNet Financial, Inc | 68 | $29.0K | 0.00% | +4+6.3% | Added |
| Cambridge Trust Co | 66 | $28.0K | 0.00% | −68−50.7% | Reduced |
| Farmers & Merchants Investments Inc | 61 | $26.0K | 0.00% | +9+17.3% | Added |
| Altshuler Shaham Ltd | 58 | $25.0K | 0.00% | −8−12.1% | Reduced |
| Quent Capital, LLC | 59 | $25.0K | 0.01% | +12+25.5% | Added |
| HWG Holdings LP | 57 | $24.0K | 0.02% | +57 | New |
| Kelly Financial Services LLC | 52 | $22.1K | 0.01% | −1−1.9% | Reduced |
| MV Capital Management, Inc. | 53 | $22.0K | 0.00% | +4+8.2% | Added |
| Osterweis Capital Management Inc | 52 | $22.0K | 0.00% | +52 | New |
| Central Trust Co | 47 | $20.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 46 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 46 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 45 | $19.0K | 0.00% | +1+2.3% | Added |
| Washington Trust Co | 43 | $18.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $17.0K | 0.01% | −5−11.1% | Reduced |
| Accel Wealth Management | 37 | $17.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 40 | $17.0K | 0.00% | +5+14.3% | Added |
| Crewe Advisors LLC | 40 | $17.0K | 0.00% | +17+73.9% | Added |
| Earnest Partners LLC | 37 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 37 | $16.0K | 0.00% | +5+15.6% | Added |
| Ronald Blue Trust, Inc. | 36 | $15.0K | 0.00% | +26+260.0% | Added |
| GPS Wealth Strategies Group, LLC | 31 | $13.0K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 32 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 31 | $13.0K | 0.01% | +31 | New |
| Bell Investment Advisors, Inc | 27 | $11.0K | 0.00% | −41−60.3% | Reduced |
| Harbor Investment Advisory, LLC | 25 | $11.0K | 0.00% | −2−7.4% | Reduced |
| Tradition Wealth Management, LLC | 25 | $11.0K | 0.00% | +1+4.2% | Added |
| BerganKDV Wealth Management, LLC | 24 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 23 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 23 | $10.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $10.0K | 0.00% | +6+31.6% | Added |
| Larson Financial Group LLC | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 20 | $8.00K | 0.01% | −100−83.3% | Reduced |
| Versant Capital Management, Inc | 20 | $8.00K | 0.00% | +2+11.1% | Added |
| Core Alternative Capital | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 18 | $8.00K | 0.00% | +14+350.0% | Added |
| Oakworth Capital, Inc. | 19 | $8.00K | 0.00% | +19 | New |
| TD Ameritrade Investment Management, LLC | 17 | $7.00K | 0.00% | −11−39.3% | Reduced |
| FinTrust Capital Advisors, LLC | 18 | $7.00K | 0.00% | +2+12.5% | Added |
| Capital Analysts, LLC | 17 | $7.00K | 0.00% | +17 | New |
| Eagle Bay Advisors LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 15 | $6.00K | 0.01% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 14 | $6.00K | 0.00% | +14 | New |
| Sutton Wealth Advisors Inc. | 13 | $5.48K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 12 | $5.00K | 0.00% | +12 | New |
| Exchange Traded Concepts, LLC | 10 | $4.00K | 0.00% | −183−94.8% | Reduced |
| Albion Financial Group | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $4.00K | 0.00% | +2+25.0% | Added |
| Pin Oak Investment Advisors Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |