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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding MSCI Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 61 | $28.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 68 | $31.6K | 0.00% | +10+17.2% | Added |
| Kelly Financial Services LLC | 70 | $32.4K | 0.02% | +18+34.6% | Added |
| Cambridge Trust Co | 71 | $33.0K | 0.00% | +5+7.6% | Added |
| Quent Capital, LLC | 76 | $35.4K | 0.01% | +17+28.8% | Added |
| Arlington Partners LLC | 80 | $37.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 80 | $37.2K | 0.00% | +12+17.6% | Added |
| Clear Street Markets LLC | 82 | $38.0K | 0.01% | −530−86.6% | Reduced |
| Washington Trust Advisors, Inc. | 85 | $39.5K | 0.00% | −214−71.6% | Reduced |
| Private Trust Co NA | 86 | $40.0K | 0.01% | −224−72.3% | Reduced |
| Covestor Ltd | 91 | $43.0K | 0.04% | +5+5.8% | Added |
| Compagnie Lombard Odier SCmA | 93 | $43.0K | 0.00% | +93 | New |
| Jackson, Grant Investment Advisers, Inc. | 94 | $43.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 95 | $44.2K | 0.01% | +42+79.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $46.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $47.0K | 0.00% | +61+152.5% | Added |
| Rosenberg Matthew Hamilton | 104 | $48.4K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 104 | $48.4K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 105 | $49.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 106 | $49.2K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 111 | $51.0K | 0.00% | −225−67.0% | Reduced |
| Parkside Financial Bank & Trust | 113 | $52.6K | 0.02% | +36+46.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 114 | $53.2K | 0.00% | +114 | New |
| Cullen/Frost Bankers, Inc. | 115 | $53.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 125 | $58.0K | 0.00% | +22+21.4% | Added |
| Glassman Wealth Services | 133 | $61.9K | 0.01% | +19+16.7% | Added |
| Riverview Trust Co | 133 | $62.0K | 0.06% | +102+329.0% | Added |
| Grove Bank & Trust | 135 | $63.0K | 0.01% | −454−77.1% | Reduced |
| General Partner, Inc. | 138 | $64.2K | 0.06% | +138 | New |
| JFS Wealth Advisors, LLC | 139 | $64.7K | 0.01% | +4+3.0% | Added |
| Seldon Capital LP | 143 | $66.5K | 0.06% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 160 | $74.4K | 0.04% | +160 | New |
| Harbor Capital Advisors, Inc. | 163 | $75.8K | 0.08% | −20−10.9% | Reduced |
| Hantz Financial Services, Inc. | 174 | $81.0K | 0.00% | −16−8.4% | Reduced |
| Allworth Financial LP | 175 | $81.4K | 0.00% | −26−12.9% | Reduced |
| Money Concepts Capital Corp | 182 | $84.7K | 0.00% | −9−4.7% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 188 | $87.0K | 0.07% | −16−7.8% | Reduced |
| KB Financial Partners, LLC | 201 | $93.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $93.0K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 207 | $96.3K | 0.01% | +14+7.3% | Added |
| Lindbrook Capital, LLC | 207 | $96.3K | 0.01% | +69+50.0% | Added |
| Farther Finance Advisors, LLC | 209 | $97.2K | 0.04% | +209 | New |
| Desjardins Global Asset Management Inc. | 238 | $110.0K | 0.02% | +7+3.0% | Added |
| New Hampshire Trust | 239 | $111.2K | 0.03% | +239 | New |
| CVA Family Office, LLC | 242 | $112.6K | 0.03% | +20+9.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 245 | $114.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 250 | $116.3K | 0.02% | +250 | New |
| Federation des caisses Desjardins du Quebec | 254 | $118.2K | 0.00% | −110−30.2% | Reduced |
| Whittier Trust Co | 260 | $120.9K | 0.00% | −2−0.8% | Reduced |
| Sycomore Asset Management | 273 | $127.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 275 | $128.0K | 0.01% | +21+8.3% | Added |
| JCIC Asset Management Inc. | 280 | $130.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 289 | $134.5K | 0.01% | +16+5.9% | Added |
| IFP Advisors, Inc | 821 | $163.0K | 0.01% | +57+7.5% | Added |
| Magellan Asset Management Ltd | 354 | $164.7K | 0.00% | −373−51.3% | Reduced |
| Global Retirement Partners, LLC | 356 | $165.6K | 0.01% | −23−6.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 356 | $165.6K | 0.00% | +12+3.5% | Added |
| Anchor Investment Management, LLC | 367 | $170.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 314 | $179.4K | 0.00% | −14−4.3% | Reduced |
| Penserra Capital Management LLC | 412 | $190.0K | 0.00% | +21+5.4% | Added |
| EverSource Wealth Advisors, LLC | 409 | $190.5K | 0.03% | −98−19.3% | Reduced |
| Pacer Advisors, Inc. | 414 | $192.6K | 0.00% | −20,765−98.0% | Reduced |
| Smithfield Trust Co | 417 | $194.0K | 0.01% | −4−1.0% | Reduced |
| Old National Bancorp | 431 | $200.0K | 0.01% | +431 | New |
| Stephens Inc | 435 | $202.3K | 0.00% | −122−21.9% | Reduced |
| Capital Advisors, Ltd. LLC | 437 | $203.0K | 0.04% | −3−0.7% | Reduced |
| Kathmere Capital Management, LLC | 440 | $204.7K | 0.04% | +440 | New |
| Comerica Securities,inc. | 444 | $206.5K | 0.01% | −50−10.1% | Reduced |
| Wealthspire Advisors, LLC | 444 | $206.5K | 0.00% | +444 | New |
| Prospera Financial Services Inc | 444 | $206.7K | 0.01% | −118−21.0% | Reduced |
| Valeo Financial Advisors, LLC | 448 | $208.4K | 0.01% | +448 | New |
| My Legacy Advisors, LLC | 368 | $208.8K | 0.09% | +368 | New |
| Personal Cfo Solutions, LLC | 449 | $208.9K | 0.04% | −31−6.5% | Reduced |
| SYSTM Wealth Solutions LLC | 452 | $210.3K | 0.03% | +452 | New |
| Meritage Group LP | 453 | $211.0K | 0.01% | +453 | New |
| Thoroughbred Financial Services, LLC | 468 | $217.0K | 0.04% | −10−2.1% | Reduced |
| WealthBridge Capital Management, LLC | 471 | $219.1K | 0.09% | −263−35.8% | Reduced |
| Gsa Capital Partners LLP | 474 | $220.0K | 0.03% | +474 | New |
| Harvest Fund Management Co., Ltd | 476 | $222.0K | 0.06% | +12+2.6% | Added |
| Fiduciary Trust Co | 484 | $225.1K | 0.00% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 491 | $228.0K | 0.05% | 00.0% | Unchanged |
| American Trust | 495 | $230.3K | 0.02% | +495 | New |
| Equitable Holdings, Inc. | 499 | $232.1K | 0.00% | +499 | New |
| Quantamental Technologies LLC | 502 | $233.5K | 0.11% | +502 | New |
| Shelton Capital Management | 510 | $237.2K | 0.02% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 420 | $237.3K | 0.03% | +420 | New |
| PEAK6 Investments LLC | 510 | $237.4K | 0.01% | +507+16,900.0% | Added |
| Forum Financial Management, LP | 512 | $238.2K | 0.01% | −37−6.7% | Reduced |
| Gitterman Wealth Management, LLC | 512 | $238.3K | 0.12% | +512 | New |
| Kolinsky Wealth Management, LLC | 528 | $246.0K | 0.28% | +528 | New |
| Whittier Trust Co of Nevada Inc | 529 | $246.1K | 0.01% | +104+24.5% | Added |
| HBK Sorce Advisory LLC | 536 | $249.0K | 0.01% | +536 | New |
| Sentry Investment Management LLC | 537 | $250.0K | 0.11% | −132−19.7% | Reduced |
| HRT Financial LP | 539 | $250.0K | 0.00% | +539 | New |
| Clarus Wealth Advisors | 519 | $253.3K | 0.17% | +519 | New |
| Fishman Jay A Ltd | 545 | $253.5K | 0.04% | −20−3.5% | Reduced |
| Balentine LLC | 555 | $258.2K | 0.01% | −149−21.2% | Reduced |
| Chilton Investment Co LLC | 559 | $260.0K | 0.01% | −18−3.1% | Reduced |
| Boothbay Fund Management, LLC | 559 | $260.0K | 0.01% | +559 | New |
| Conning Inc. | 561 | $261.0K | 0.01% | −3−0.5% | Reduced |