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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.

Institutional holdersQ3 2022: 742 institutions
Q1 2021: 738 institutionsQ2 2021: 757 institutionsQ3 2021: 810 institutionsQ4 2021: 851 institutionsQ1 2022: 820 institutionsQ2 2022: 748 institutionsQ3 2022: 742 institutionsQ4 2022: 804 institutionsQ1 2023: 821 institutionsQ2 2023: 814 institutionsQ3 2023: 832 institutionsQ4 2023: 881 institutionsQ1 2024: 922 institutionsQ2 2024: 939 institutionsQ3 2024: 1,001 institutionsQ4 2024: 1,071 institutionsQ1 2025: 1,082 institutionsQ2 2025: 1,087 institutionsQ3 2025: 1,039 institutionsQ4 2025: 1,081 institutionsQ1 2026: 1,068 institutionsQ2 2026: 1,087 institutions
Value heldQ3 2022: $30.1B
Q1 2021: $31.6BQ2 2021: $39.9BQ3 2021: $45.1BQ4 2021: $45.2BQ1 2022: $36.6BQ2 2022: $29.8BQ3 2022: $30.1BQ4 2022: $33.6BQ1 2023: $40.7BQ2 2023: $33.4BQ3 2023: $36.7BQ4 2023: $40.5BQ1 2024: $40.1BQ2 2024: $34.2BQ3 2024: $40.7BQ4 2024: $42.6BQ1 2025: $40.2BQ2 2025: $41.2BQ3 2025: $38.8BQ4 2025: $38.6BQ1 2026: $35.1BQ2 2026: $37.7B
Institutions holding MSCI and their total value by quarter
QuarterHoldersValue
Q2 20261,087$37.7B
Q1 20261,068$35.1B
Q4 20251,081$38.6B
Q3 20251,039$38.8B
Q2 20251,087$41.2B
Q1 20251,082$40.2B
Q4 20241,071$42.6B
Q3 20241,001$40.7B
Q2 2024939$34.2B
Q1 2024922$40.1B
Q4 2023881$40.5B
Q3 2023832$36.7B
Q2 2023814$33.4B
Q1 2023821$40.7B
Q4 2022804$33.6B
Q3 2022742$30.1B
Q2 2022748$29.8B
Q1 2022820$36.6B
Q4 2021851$45.2B
Q3 2021810$45.1B
Q2 2021757$39.9B
Q1 2021738$31.6B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q2 2022.

Institutions holding MSCI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BDO Wealth Advisors, LLC7$3.00K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC8$3.00K0.03%00.0%Unchanged
Davidson Capital Management Inc.6$3.00K0.00%+1+20.0%Added
Bellwether Advisors, LLC8$3.00K0.00%+8New
Abound Wealth Management7$2.96K0.00%+7New
Raffa Wealth Management, LLC7$2.95K0.00%00.0%Unchanged
Estabrook Capital Management5$2.11K0.00%00.0%Unchanged
Silver Oak Securities, Inc4$2.05K0.00%+4New
Bartlett & Co. LLC4$2.00K0.00%−6−60.0%Reduced
Coston, McIsaac & Partners7$2.00K0.00%00.0%Unchanged
Surevest, LLC4$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC4$2.00K0.00%00.0%Unchanged
Key Financial Inc5$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC5$2.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.00K0.00%00.0%Unchanged
American National Bank5$2.00K0.00%+5New
Heritage Wealth Management, LLC5$2.00K0.00%+5New
Bartlett & Co. Wealth Management LLC4$1.69K0.00%−6−60.0%Reduced
Highline Wealth Partners LLC3$1.26K0.00%+3New
Thompson Siegel & Walmsley LLC3$1.00K0.00%00.0%Unchanged
Bangor Savings Bank2$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.00K0.00%00.0%Unchanged
MCF Advisors LLC3$1.00K0.00%00.0%Unchanged
Harvest Group Wealth Management, LLC3$1.00K0.00%+1+50.0%Added
Aua Capital Management, LLC3$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC3$1.00K0.00%+1+50.0%Added
HighMark Wealth Management LLC3$1.00K0.00%+1+50.0%Added
Wolff Wiese Magana LLC2$1.00K0.00%+1+100.0%Added
Gradient Investments LLC2$1.00K0.00%+2New
Moisand Fitzgerald Tamayo, LLC3$1.00K0.00%+3New
SJS Investment Consulting Inc.3$1.00K0.00%+3New
Global Financial Private Client, LLC2$8630.00%00.0%Unchanged
Archer Investment Corp2$8440.00%00.0%Unchanged
Absolute Capital Management, LLC1$4230.00%+1New
Sageworth Trust Co of South Dakota1$00.00%−16−94.1%Reduced
Toth Financial Advisory Corp1$00.00%00.0%Unchanged
Lee Financial Co1$00.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group1$00.00%00.0%Unchanged
Delos Wealth Advisors, LLC1$00.00%+1New
Taikang Asset Management (Hong Kong) Co Ltd27,148––00.0%Unchanged
AustralianSuper Pty Ltd0$00.00%−170,973−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−45,650−100.0%Sold out
Twin Tree Management, LP0$00.00%−28,946−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−19,547−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−18,096−100.0%Sold out
Quadrature Capital Ltd0$00.00%−17,084−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−6,176−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−6,112−100.0%Sold out
Verition Fund Management LLC0$00.00%−6,018−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−5,726−100.0%Sold out
Bridgewater Associates, LP0$00.00%−5,626−100.0%Sold out
Trexquant Investment LP0$00.00%−4,970−100.0%Sold out
Quantbot Technologies LP0$00.00%−3,986−100.0%Sold out
Employees Retirement System of Texas0$00.00%−3,951−100.0%Sold out
GWM Advisors LLC0$00.00%−3,848−100.0%Sold out
HRT Financial LP0$00.00%−3,191−100.0%Sold out
Duality Advisers, LP0$00.00%−3,153−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−3,046−100.0%Sold out
FDx Advisors, Inc.0$00.00%−2,924−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−2,733−100.0%Sold out
TrinityPoint Wealth, LLC0$00.00%−2,575−100.0%Sold out
Bienville Capital Management, LLC0$00.00%−2,310−100.0%Sold out
Private Advisor Group, LLC0$00.00%−2,072−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−1,973−100.0%Sold out
Csenge Advisory Group0$00.00%−1,938−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−1,676−100.0%Sold out
Applied Research Investments, LLC0$00.00%−1,450−100.0%Sold out
Chicago Partners Investment Group LLC0$00.00%−1,137−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,309−100.0%Sold out
Cerity Partners LLC0$00.00%−1,115−100.0%Sold out
Quantinno Capital Management LP0$00.00%−776−100.0%Sold out
Walleye Capital LLC0$00.00%−738−100.0%Sold out
Ergoteles LLC0$00.00%−735−100.0%Sold out
Advisor Resource Council0$00.00%−704−100.0%Sold out
Arabesque Asset Management Ltd0$00.00%−616−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−610−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−602−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−546−100.0%Sold out
Lombard Odier Asset Management (Switzerland) SA0$00.00%−546−100.0%Sold out
Walleye Trading LLC0$00.00%−533−100.0%Sold out
Tiger Eye Capital LLC0$00.00%−510−100.0%Sold out
Baker Tilly Wealth Management, LLC0$00.00%−510−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−335−100.0%Sold out
Tobam0$00.00%−336−100.0%Sold out
Gladius Capital Management LP0$00.00%−199−100.0%Sold out
CX Institutional0$00.00%−131−100.0%Sold out
Trustcore Financial Services, LLC0$00.00%−106−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−76−100.0%Sold out
Close Asset Management Ltd0$00.00%−55−100.0%Sold out
Vigilant Capital Management, LLC0$00.00%−36−100.0%Sold out
Kistler-Tiffany Companies, LLC0$00.00%−33−100.0%Sold out
Pinnacle Bancorp, Inc.0$00.00%−33−100.0%Sold out
Concord Wealth Partners0$00.00%−33−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−28−100.0%Sold out
Steward Financial Group LLC0$00.00%−24−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−20−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−19−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−16−100.0%Sold out