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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, Q4 2022

Institutional positions in MSCI Inc. as of Dec 31, 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
804
+81 vs. Q3 2022
Shares held
72.2M
+599.4K (+0.8%) vs. Q3 2022
Total value
$33.6B
+$3.48B (+11.6%) vs. Q3 2022
New holders
129
280 more added
Sold out
48
286 more reduced

19 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 804 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 heldQ4 2022: $33.6B
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, Q4 2022

Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2022.

Institutions holding MSCI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sageworth Trust Co of South Dakota1$00.00%00.0%Unchanged
Sageworth Trust Co1$00.00%+1New
Wolff Wiese Magana LLC1$4650.00%−1−50.0%Reduced
Delos Wealth Advisors, LLC1$4650.00%00.0%Unchanged
North Star Investment Management Corp.1$4650.00%+1New
Colonial Trust Advisors1$4650.00%+1New
Gradient Investments LLC2$9300.00%00.0%Unchanged
Global Financial Private Client, LLC2$9300.00%00.0%Unchanged
Archer Investment Corp2$9300.00%00.0%Unchanged
Addison Advisors LLC2$9300.00%+2New
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
Old North State Trust, LLC3$1.00K0.00%+3New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$1.40K0.00%00.0%Unchanged
Highline Wealth Partners LLC3$1.40K0.00%00.0%Unchanged
MCF Advisors LLC3$1.40K0.00%00.0%Unchanged
Aua Capital Management, LLC3$1.40K0.00%00.0%Unchanged
HighMark Wealth Management LLC3$1.40K0.00%00.0%Unchanged
DecisionPoint Financial, LLC3$1.40K0.00%+3New
Freedom Wealth Alliance, LLC3$1.40K0.00%+3New
Cornerstone Planning Group LLC3$1.49K0.00%+3New
BerganKDV Wealth Management, LLC4$1.86K0.00%−20−83.3%Reduced
Prestige Wealth Management Group LLC4$1.86K0.00%00.0%Unchanged
Disciplined Investments, LLC4$1.86K0.00%−1−20.0%Reduced
TD Ameritrade Investment Management, LLC5$2.00K0.00%−12−70.6%Reduced
American National Bank5$2.00K0.00%00.0%Unchanged
Key Financial Inc5$2.11K0.00%00.0%Unchanged
Estabrook Capital Management5$2.33K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.5$2.33K0.00%00.0%Unchanged
My Personal CFO, LLC5$2.33K0.00%+5New
Davidson Capital Management Inc.6$2.79K0.00%00.0%Unchanged
Harvest Group Wealth Management, LLC6$2.79K0.00%+3+100.0%Added
Lee Financial Co6$2.79K0.00%+5+500.0%Added
RFP Financial Group LLC6$2.79K0.00%+6New
Trifecta Capital Advisors, LLC6$2.79K0.00%+6New
Asset Dedication, LLC7$3.00K0.00%−2−22.2%Reduced
Pin Oak Investment Advisors Inc7$3.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners7$3.00K0.00%00.0%Unchanged
Manchester Capital Management LLC7$3.26K0.00%−4−36.4%Reduced
Raffa Wealth Management, LLC7$3.26K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC7$3.26K0.00%+4+133.3%Added
SJS Investment Consulting Inc.7$3.26K0.00%+4+133.3%Added
Red Tortoise LLC7$3.26K0.00%+7New
Fiduciary Alliance LLC7$3.26K0.00%+7New
Abound Wealth Management7$3.26K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC7$3.27K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC8$3.72K0.00%−2−20.0%Reduced
Albion Financial Group9$4.19K0.00%00.0%Unchanged
Schubert & Co10$4.65K0.00%00.0%Unchanged
Heritage Wealth Management, LLC10$4.65K0.00%+5+100.0%Added
Eukles Asset Management11$5.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP10$5.00K0.00%+10New
Crewe Advisors LLC11$5.12K0.00%−29−72.5%Reduced
Delta Asset Management LLC11$5.12K0.00%+11New
Richard W. Paul & Associates, LLC11$5.12K0.00%+11New
Stuart Chaussee & Associates, Inc.15$6.98K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.15$6.98K0.00%+2+15.4%Added
FinTrust Capital Advisors, LLC16$7.44K0.00%−2−11.1%Reduced
Johnson Financial Group, Inc.18$8.37K0.00%00.0%Unchanged
Core Alternative Capital18$8.39K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC19$8.84K0.00%−6−24.0%Reduced
Eagle Bay Advisors LLC19$8.84K0.00%+4+26.7%Added
Western Pacific Wealth Management, LP20$9.30K0.01%00.0%Unchanged
Bellwether Advisors, LLC20$9.30K0.00%+12+150.0%Added
Larson Financial Group LLC22$10.2K0.00%00.0%Unchanged
Versant Capital Management, Inc22$10.2K0.00%+2+10.0%Added
Trust Co of Vermont22$10.2K0.00%+22New
Carmichael Hill & Associates, Inc.23$10.7K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP23$10.7K0.00%+23New
CoreCap Advisors, LLC23$10.7K0.00%+23New
Hanson & Doremus Investment Management23$11.0K0.00%00.0%Unchanged
Headlands Technologies LLC26$12.0K0.01%+26New
Clearstead Advisors, LLC27$12.6K0.00%−10−27.0%Reduced
Tradition Wealth Management, LLC28$13.0K0.00%+3+12.0%Added
Steward Financial Group LLC29$13.0K0.01%+29New
Financial Management Professionals, Inc.30$14.0K0.00%00.0%Unchanged
Concord Wealth Partners33$15.4K0.00%+33New
Quarry LP33$15.4K0.02%+33New
Sofos Investments, Inc.465$17.0K0.18%−8,397−94.8%Reduced
Accel Wealth Management37$17.2K0.01%00.0%Unchanged
Earnest Partners LLC37$17.2K0.00%00.0%Unchanged
Valley National Advisers Inc36$18.0K0.00%+11+44.0%Added
Byrne Asset Management LLC40$18.6K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC41$19.0K0.03%−82−66.7%Reduced
Ronald Blue Trust, Inc.45$19.0K0.00%+9+25.0%Added
TCI Wealth Advisors, Inc.42$19.5K0.00%−3−6.7%Reduced
Washington Trust Co43$20.0K0.00%00.0%Unchanged
Heritage Wealth Advisors45$20.9K0.00%+45New
Princeton Global Asset Management LLC46$21.0K0.01%00.0%Unchanged
Sierra Capital LLC46$21.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc46$21.4K0.01%+19+70.4%Added
Fortis Capital Advisors, LLC47$21.9K0.01%+47New
MinichMacGregor Wealth Management, LLC48$22.3K0.01%+48New
Osterweis Capital Management Inc52$24.2K0.00%00.0%Unchanged
Elequin Capital LP58$27.0K0.01%+58New
HWG Holdings LP57$27.0K0.02%00.0%Unchanged
Accurate Wealth Management, LLC56$27.3K0.01%+56New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.60$28.0K0.25%+60New