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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 1,132 | $526.9K | 0.02% | +44+4.0% | Added |
| Snowden Capital Advisors LLC | 1,153 | $536.3K | 0.02% | +18+1.6% | Added |
| Virtue Capital Management, LLC | 1,169 | $543.8K | 0.08% | +407+53.4% | Added |
| Signaturefd, LLC | 1,171 | $544.7K | 0.02% | −113−8.8% | Reduced |
| Pathstone Family Office, LLC | 3,926 | $556.4K | 0.01% | +2,785+244.1% | Added |
| Pinnacle Associates Ltd | 1,206 | $561.0K | 0.01% | −27−2.2% | Reduced |
| BSW Wealth Partners | 1,206 | $561.0K | 0.12% | +224+22.8% | Added |
| Lincoln National Corp | 1,224 | $569.4K | 0.01% | +512+71.9% | Added |
| Stelac Advisory Services LLC | 1,226 | $570.3K | 0.26% | +76+6.6% | Added |
| Oak Ridge Investments LLC | 1,252 | $582.4K | 0.09% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,262 | $587.0K | 0.02% | +17+1.4% | Added |
| Bridgefront Capital, LLC | 1,271 | $591.2K | 0.41% | +1,271 | New |
| Coldstream Capital Management Inc | 1,282 | $596.3K | 0.02% | +1,282 | New |
| Bradley Foster & Sargent Inc | 1,286 | $598.2K | 0.01% | +25+2.0% | Added |
| Diversified Trust Co | 1,324 | $616.0K | 0.03% | −20−1.5% | Reduced |
| Hancock Whitney Corp | 1,367 | $636.0K | 0.02% | −1,155−45.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,377 | $640.0K | 0.06% | −32−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,380 | $642.0K | 0.00% | −100−6.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,392 | $646.0K | 0.00% | −36−2.5% | Reduced |
| Institute for Wealth Management, LLC. | 1,394 | $648.4K | 0.14% | +98+7.6% | Added |
| Tower Research Capital LLC (TRC) | 1,401 | $652.0K | 0.03% | −6,231−81.6% | Reduced |
| Alera Investment Advisors, LLC | 1,418 | $659.6K | 0.16% | −5−0.4% | Reduced |
| ETF Managers Group, LLC | 1,421 | $661.0K | 0.03% | +54+4.0% | Added |
| Cavalier Investments, LLC | 1,455 | $676.8K | 0.24% | −84−5.5% | Reduced |
| Ellevest, Inc. | 1,461 | $679.6K | 0.06% | −78−5.1% | Reduced |
| CWM, LLC | 1,492 | $694.0K | 0.01% | +198+15.3% | Added |
| Cypress Asset Management Inc | 1,493 | $694.5K | 0.25% | −170−10.2% | Reduced |
| SRN Advisors, LLC | 1,508 | $701.5K | 0.70% | +1,508 | New |
| Illinois Municipal Retirement Fund | 1,543 | $718.0K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 1,576 | $733.1K | 0.05% | +1,576 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,581 | $735.4K | 0.19% | +1,581 | New |
| Pearl River Capital, LLC | 1,583 | $736.4K | 0.12% | +1,000+171.5% | Added |
| Ballentine Partners, LLC | 1,587 | $738.2K | 0.02% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,588 | $738.7K | 0.27% | +30+1.9% | Added |
| Glenmede Trust Co NA | 1,589 | $739.2K | 0.00% | +234+17.3% | Added |
| Wealth Management Associates, Inc. | 1,602 | $745.2K | 0.50% | −551−25.6% | Reduced |
| Merit Financial Group, LLC | 1,602 | $745.3K | 0.03% | +23+1.5% | Added |
| XTX Topco Ltd | 1,624 | $755.4K | 0.16% | +1,624 | New |
| TrimTabs Asset Management, LLC | 1,638 | $761.9K | 0.50% | −36−2.2% | Reduced |
| Metis Global Partners, LLC | 1,665 | $774.5K | 0.07% | +467+39.0% | Added |
| Echo Street Capital Management LLC | 1,666 | $775.0K | 0.01% | −134,481−98.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,668 | $775.9K | 0.00% | −41,103−96.1% | Reduced |
| Advisory Services Network, LLC | 1,677 | $780.3K | 0.02% | −17−1.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,690 | $786.1K | 0.18% | +120+7.6% | Added |
| Blair William & Co | 1,710 | $795.6K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,729 | $804.3K | 0.05% | −145−7.7% | Reduced |
| Meeder Advisory Services, Inc. | 1,750 | $814.0K | 0.10% | +1,750 | New |
| Fortis Capital Management LLC | 1,750 | $814.1K | 0.60% | −40−2.2% | Reduced |
| Veritable, L.P. | 1,755 | $816.4K | 0.01% | +59+3.5% | Added |
| Westwood Holdings Group Inc. | 1,762 | $820.0K | 0.01% | −254−12.6% | Reduced |
| Chartwell Investment Partners, LLC | 1,761 | $820.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 1,815 | $844.0K | 0.03% | −320−15.0% | Reduced |
| Pier Capital, LLC | 1,815 | $844.3K | 0.14% | +1,815 | New |
| Leonteq Securities AG | 1,820 | $846.6K | 0.04% | +937+106.1% | Added |
| Algert Global LLC | 1,830 | $851.3K | 0.05% | +1,181+182.0% | Added |
| Aspen Grove Capital, LLC | 1,836 | $854.1K | 0.40% | +1,836 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,872 | $870.8K | 0.00% | −376−16.7% | Reduced |
| Duality Advisers, LP | 1,872 | $870.8K | 0.10% | +1,872 | New |
| Segment Wealth Management, LLC | 1,874 | $871.7K | 0.10% | +6+0.3% | Added |
| Fullerton Fund Management Co Ltd. | 1,882 | $875.5K | 0.07% | −854−31.2% | Reduced |
| Buckley Wealth Management, LLC | 1,885 | $876.8K | 0.32% | −10−0.5% | Reduced |
| Vestcor Inc | 1,911 | $889.0K | 0.03% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 1,912 | $889.4K | 0.06% | +1,912 | New |
| Hotaling Investment Management, LLC | 1,915 | $891.0K | 0.40% | +1,915 | New |
| Apollon Wealth Management, LLC | 1,934 | $899.7K | 0.06% | +201+11.6% | Added |
| Seeyond | 1,963 | $913.1K | 0.09% | −23−1.2% | Reduced |
| Value Partners Investments Inc. | 1,967 | $914.7K | 0.08% | +62+3.3% | Added |
| Exencial Wealth Advisors, LLC | 2,012 | $935.9K | 0.05% | +2+0.1% | Added |
| Arbor Capital Management Inc | 2,052 | $941.3K | 0.84% | −159−7.2% | Reduced |
| PDT Partners, LLC | 2,126 | $989.0K | 0.16% | +26+1.2% | Added |
| Empirical Finance, LLC | 2,143 | $996.9K | 0.10% | +182+9.3% | Added |
| Pendal Group Limited | 2,146 | $998.3K | 0.01% | +1,105+106.1% | Added |
| CIBC World Markets Inc. | 2,150 | $1.00M | 0.00% | −605−22.0% | Reduced |
| Acrisure Capital Management, LLC | 2,177 | $1.01M | 1.12% | +2,177 | New |
| Dana Investment Advisors, Inc. | 2,188 | $1.02M | 0.05% | 00.0% | Unchanged |
| Atria Investments LLC | 2,209 | $1.03M | 0.02% | +2,209 | New |
| Mawer Investment Management Ltd. | 2,226 | $1.04M | 0.01% | +396+21.6% | Added |
| Bennett Selby Investments LP | 2,226 | $1.04M | 0.78% | 00.0% | Unchanged |
| AXS Investments LLC | 2,236 | $1.04M | 0.37% | +2,236 | New |
| Birinyi Associates Inc | 2,251 | $1.05M | 0.50% | −749−25.0% | Reduced |
| Guggenheim Capital LLC | 2,259 | $1.05M | 0.01% | −2,082−48.0% | Reduced |
| Intech Investment Management LLC | 2,294 | $1.07M | 0.01% | −80−3.4% | Reduced |
| Advisor OS, LLC | 2,309 | $1.07M | 0.29% | +276+13.6% | Added |
| Perpetual Investment Management Ltd | 2,346 | $1.09M | 0.13% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,354 | $1.10M | 0.03% | −4,870−67.4% | Reduced |
| Captrust Financial Advisors | 2,394 | $1.11M | 0.01% | +260+12.2% | Added |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.13M | 0.51% | 00.0% | Unchanged |
| City Holding Co | 2,438 | $1.13M | 0.21% | −54−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,438 | $1.13M | 0.01% | +1,291+112.6% | Added |
| Mercer Global Advisors Inc | 2,484 | $1.16M | 0.01% | −482−16.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,506 | $1.17M | 0.03% | −484−16.2% | Reduced |
| Vetamer Capital Management, L.P. | 2,531 | $1.18M | 1.63% | −82−3.1% | Reduced |
| Paragon Advisors, LLC | 2,580 | $1.20M | 0.53% | −2,981−53.6% | Reduced |
| Davenport & Co LLC | 2,593 | $1.21M | 0.01% | −48−1.8% | Reduced |
| Tredje AP-fonden | 2,599 | $1.21M | 0.02% | +200+8.3% | Added |
| Oppenheimer Asset Management Inc. | 2,663 | $1.24M | 0.02% | −261−8.9% | Reduced |
| Teza Capital Management LLC | 2,681 | $1.25M | 0.24% | +1,325+97.7% | Added |
| Los Angeles Capital Management LLC | 2,687 | $1.25M | 0.01% | −206−7.1% | Reduced |
| Engineers Gate Manager LP | 2,738 | $1.27M | 0.08% | +2,118+341.6% | Added |
| Bayesian Capital Management, LP | 2,738 | $1.27M | 0.19% | +2,738 | New |