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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
Park Place Capital Corp561$261.0K0.07%+561New
Ancora Advisors, LLC565$262.0K0.01%+1+0.2%Added
Brown Brothers Harriman & Co568$264.2K0.00%00.0%Unchanged
Fenimore Asset Management Inc572$266.0K0.01%00.0%Unchanged
Graypoint LLC574$267.0K0.03%+16+2.9%Added
EP Wealth Advisors, LLC583$271.2K0.00%+583New
Fukoku Mutual Life Insurance Co587$273.1K0.02%−203−25.7%Reduced
Flagship Harbor Advisors, LLC592$275.6K0.03%+5+0.9%Added
WJ Wealth Management, LLC600$279.1K0.16%00.0%Unchanged
Alpha Paradigm Partners, LLC601$280.0K0.12%00.0%Unchanged
Ascent Wealth Partners, LLC602$280.0K0.06%−74−10.9%Reduced
Wealth Alliance612$284.8K0.05%+612New
Scotia Capital Inc.614$285.6K0.00%−652−51.5%Reduced
Private Advisor Group, LLC658$285.6K0.01%+658New
Baker Tilly Wealth Management, LLC622$289.3K0.04%+622New
Natixis Investment Managers International626$291.2K0.02%−25−3.8%Reduced
Empowered Funds, LLC639$297.2K0.02%+639New
Parallel Advisors, LLC640$298.1K0.01%−138−17.7%Reduced
LMR Partners LLP656$305.2K0.01%+656New
Atria Wealth Solutions, Inc.663$308.5K0.00%+11+1.7%Added
Cetera Advisors LLC667$310.3K0.01%+667New
Resources Investment Advisors, LLC.671$312.0K0.01%+19+2.9%Added
Maverick Capital LtdSuperinvestorMaverick Capital673$313.1K0.01%+86+14.7%Added
Siemens Fonds Invest GmbH679$315.9K0.03%−107−13.6%Reduced
Kinneret Advisory, LLC680$316.3K0.04%+680New
Telemus Capital, LLC675$316.6K0.03%−10−1.5%Reduced
Quadrant Capital Group LLC684$318.2K0.04%−33−4.6%Reduced
TownSquare Capital, LLC697$324.2K0.01%+697New
GWM Advisors LLC1,684$327.8K0.01%+1,684New
CNB Bank706$328.4K0.21%+14+2.0%Added
Boston Private Wealth LLC719$334.5K0.00%−135−15.8%Reduced
Perigon Wealth Management, LLC724$336.8K0.02%+79+12.2%Added
Bryn Mawr Trust Co728$339.0K0.02%00.0%Unchanged
SFMG, LLC730$339.6K0.04%−2−0.3%Reduced
Beverly Hills Private Wealth, LLC733$341.0K0.15%+733New
HB Wealth Management, LLC743$345.6K0.01%+212+39.9%Added
Sequoia Financial Advisors, LLC753$350.3K0.01%+218+40.7%Added
NorthRock Partners, LLC764$355.4K0.04%+764New
Walleye Trading LLC769$357.7K0.01%+769New
World Equity Group, Inc.772$359.1K0.09%+3+0.4%Added
J2 Capital Management Inc774$360.0K0.62%+774New
National Asset Management, Inc.778$361.9K0.01%−180−18.8%Reduced
Elk River Wealth Management, LLC780$362.8K0.09%00.0%Unchanged
JSF Financial, LLC783$364.2K0.14%00.0%Unchanged
Axq Capital, LP789$367.0K0.26%+789New
Forte Capital LLC792$368.6K0.06%−65−7.6%Reduced
Vestmark Advisory Solutions, Inc.793$368.9K0.02%+9+1.1%Added
BI Asset Management Fondsmaeglerselskab A/S793$369.0K0.01%−241−23.3%Reduced
Zions Bancorporation, N.A.794$369.3K0.03%−39−4.7%Reduced
Moody National Bank Trust Division795$370.0K0.03%−343−30.1%Reduced
Meiji Yasuda Asset Management Co Ltd.805$374.0K0.02%−170−17.4%Reduced
Boit C F David810$376.8K0.27%00.0%Unchanged
Foundry Partners, LLC819$381.0K0.02%00.0%Unchanged
Transform Wealth, LLC823$382.7K0.04%−135−14.1%Reduced
Qtron Investments LLC825$383.8K0.08%+158+23.7%Added
Orion Portfolio Solutions, LLC828$385.2K0.01%+268+47.9%Added
Raymond James Trust N.A.839$390.0K0.01%+28+3.5%Added
BMS Financial Advisors, LLC842$391.7K0.26%−44−5.0%Reduced
Symmetry Partners, LLC848$394.0K0.02%00.0%Unchanged
Hillsdale Investment Management Inc.850$395.4K0.03%−120−12.4%Reduced
Texas Capital Bank Wealth Management Services Inc850$395.4K0.05%00.0%Unchanged
Veriti Management LLC872$405.7K0.05%−32−3.5%Reduced
Lido Advisors, LLC875$407.1K0.01%+89+11.3%Added
MAI Capital Management877$408.0K0.01%+118+15.5%Added
Checchi Capital Advisers, LLC879$408.9K0.04%−5−0.6%Reduced
Pitcairn Co880$409.4K0.04%+101+13.0%Added
Fund Management at Engine No. 1 LLC880$409.4K0.10%+107+13.8%Added
Camden Capital, LLC902$419.4K0.07%−3−0.3%Reduced
Balyasny Asset Management LLC903$420.0K0.00%−146,134−99.4%Reduced
WR Wealth Planners, LLC903$420.0K0.26%+5+0.6%Added
Cipher Capital LP903$420.0K0.08%+903New
Kula Investments, LLC907$421.9K0.15%+907New
Profund Advisors LLC913$424.7K0.03%−5−0.5%Reduced
MQS Management LLC913$424.7K0.29%+913New
Inceptionr LLC913$424.7K0.22%+913New
Trust Asset Management LLC917$426.6K0.05%00.0%Unchanged
Graham Capital Management, L.P.919$427.5K0.02%−1,090−54.3%Reduced
Wedmont Private Capital935$438.5K0.07%−385−29.2%Reduced
Utah Peaks Capital Inc950$441.9K0.85%+950New
Beacon Pointe Advisors, LLC952$442.9K0.01%−1,970−67.4%Reduced
CAPROCK Group, Inc.976$454.0K0.04%+209+27.2%Added
Cigna Investments Inc986$459.0K0.10%−1−0.1%Reduced
Segall Bryant & Hamill, LLC992$461.0K0.01%−5−0.5%Reduced
Sawtooth Solutions, LLC997$463.8K0.06%+50+5.3%Added
Harbor Advisors LLC1,000$465.2K0.12%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,000$465.2K0.36%00.0%Unchanged
Davy Global Fund Management Ltd1,011$470.3K0.10%00.0%Unchanged
Two Sigma Securities, LLC1,013$471.2K0.07%+1,013New
RFG Advisory, LLC835$473.8K0.02%+37+4.6%Added
Angeles Wealth Management, LLC1,027$477.7K0.08%+21+2.1%Added
Clarius Group, LLC1,027$478.0K0.04%+15+1.5%Added
Ossiam1,033$480.5K0.01%+330+46.9%Added
Navellier & Associates Inc1,042$484.7K0.10%−5−0.5%Reduced
Tudor Investment Corp Et Al1,047$487.0K0.01%+1,047New
Evercore Wealth Management, LLC1,078$501.5K0.01%−10−0.9%Reduced
Gilbert & Cook, Inc.1,085$504.7K0.09%−309−22.2%Reduced
Stanley-Laman Group, Ltd.1,086$505.2K0.10%00.0%Unchanged
Ameritas Investment Partners, Inc.991$510.3K0.02%00.0%Unchanged
DoubleLine ETF Adviser LP1,125$523.3K0.27%+1,125New
Keybank National Association1,129$525.2K0.00%+21+1.9%Added