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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 2,749 | $1.28M | 0.13% | −1,711−38.4% | Reduced |
| Fairbanks Capital Management, Inc. | 2,790 | $1.30M | 1.15% | −10−0.4% | Reduced |
| Canandaigua National Corp | 2,830 | $1.32M | 0.22% | −105−3.6% | Reduced |
| Greenleaf Trust | 2,863 | $1.33M | 0.02% | +269+10.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,885 | $1.34M | 0.12% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,937 | $1.37M | 0.12% | 00.0% | Unchanged |
| First Manhattan Co | 3,021 | $1.41M | 0.01% | +21+0.7% | Added |
| Fiducient Advisors LLC | 3,031 | $1.41M | 0.41% | +3,031 | New |
| Dynamic Technology Lab Private Ltd | 3,087 | $1.44M | 0.14% | +3,087 | New |
| Ci Investments Inc. | 3,099 | $1.44M | 0.01% | +261+9.2% | Added |
| Bleakley Financial Group, LLC | 3,111 | $1.45M | 0.05% | +3,111 | New |
| Tsai Capital Corp | 3,140 | $1.46M | 2.11% | +93+3.1% | Added |
| Ergoteles LLC | 3,152 | $1.47M | 0.05% | +3,152 | New |
| Greenland Capital Management LP | 3,255 | $1.51M | 0.28% | +3,255 | New |
| Sustainable Insight Capital Management, LLC | 3,269 | $1.52M | 1.71% | +1,257+62.5% | Added |
| Cetera Advisor Networks LLC | 3,317 | $1.54M | 0.01% | +3,317 | New |
| Steward Partners Investment Advisory, LLC | 3,343 | $1.56M | 0.03% | +470+16.4% | Added |
| E. Ohman J:or Asset Management AB | 3,412 | $1.59M | 0.07% | −300−8.1% | Reduced |
| Assetmark, Inc | 3,438 | $1.60M | 0.01% | +447+14.9% | Added |
| Sumitomo Life Insurance Co | 3,561 | $1.66M | 0.12% | −240−6.3% | Reduced |
| Northwest & Ethical Investments L.P. | 3,565 | $1.66M | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,624 | $1.69M | 0.03% | +3,624 | New |
| Triasima Portfolio Management inc. | 3,746 | $1.74M | 0.13% | −1,439−27.8% | Reduced |
| Alamar Capital Management, LLC | 3,784 | $1.76M | 1.80% | −23−0.6% | Reduced |
| New Mexico Educational Retirement Board | 3,800 | $1.77M | 0.10% | −300−7.3% | Reduced |
| Change Path, LLC | 3,811 | $1.77M | 0.10% | +489+14.7% | Added |
| VitalStone Financial, LLC | 3,877 | $1.79M | 1.22% | +3,877 | New |
| Achmea Investment Management B.V. | 4,114 | $1.79M | 0.06% | +1,847+81.5% | Added |
| First Hawaiian Bank | 3,859 | $1.79M | 0.06% | −619−13.8% | Reduced |
| Acadian Asset Management LLC | 3,867 | $1.80M | 0.01% | +1,515+64.4% | Added |
| Allstate Corp | 3,901 | $1.81M | 0.06% | +22+0.6% | Added |
| Allstate Investment Management Co | 3,901 | $1.81M | 0.06% | +3,901 | New |
| SG Americas Securities, LLC | 3,918 | $1.82M | 0.03% | +358+10.1% | Added |
| Balboa Wealth Partners | 3,952 | $1.84M | 0.83% | −760−16.1% | Reduced |
| Panagora Asset Management Inc | 4,137 | $1.92M | 0.01% | −44,573−91.5% | Reduced |
| Boston Financial Mangement LLC | 4,206 | $1.96M | 0.08% | +668+18.9% | Added |
| Crossmark Global Holdings, Inc. | 4,452 | $2.07M | 0.05% | +485+12.2% | Added |
| Ghe, LLC | 4,456 | $2.07M | 1.95% | −106−2.3% | Reduced |
| Metropolitan Life Insurance Co | 4,519 | $2.10M | 0.09% | −103−2.2% | Reduced |
| Proequities, Inc. | 4,536 | $2.11M | 0.17% | −136−2.9% | Reduced |
| Dakota Wealth Management | 4,551 | $2.12M | 0.15% | −486−9.6% | Reduced |
| Freedom Day Solutions, LLC | 4,552 | $2.12M | 1.06% | −195−4.1% | Reduced |
| Colony Group LLC | 4,581 | $2.13M | 0.03% | +105+2.3% | Added |
| Park Avenue Securities LLC | 4,598 | $2.14M | 0.04% | +339+8.0% | Added |
| Cetera Investment Advisers | 4,732 | $2.20M | 0.02% | +1,988+72.4% | Added |
| Bishop Rock Capital, L.P. | 4,735 | $2.20M | 2.93% | −3,964−45.6% | Reduced |
| Cornercap Investment Counsel Inc | 4,750 | $2.21M | 0.38% | +161+3.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,941 | $2.30M | 0.02% | −53−1.1% | Reduced |
| Bokf, NA | 4,974 | $2.31M | 0.04% | −5,804−53.9% | Reduced |
| PFG Advisors | 4,990 | $2.32M | 0.23% | −345−6.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 5,012 | $2.33M | 0.05% | −237−4.5% | Reduced |
| Gamco Investors, Inc. Et Al | 5,016 | $2.33M | 0.03% | +348+7.5% | Added |
| Grandeur Peak Global Advisors, LLC | 5,082 | $2.36M | 0.14% | −666−11.6% | Reduced |
| Munro Partners | 5,084 | $2.36M | 0.14% | +209+4.3% | Added |
| Ethic Inc. | 5,124 | $2.38M | 0.13% | −786−13.3% | Reduced |
| Stewart Asset Management, LLC | 5,180 | $2.41M | 1.85% | −631−10.9% | Reduced |
| Kestra Advisory Services, LLC | 5,198 | $2.42M | 0.02% | +2,493+92.2% | Added |
| Louisiana State Employees Retirement System | 5,200 | $2.42M | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,201 | $2.42M | 0.07% | +4,288+469.7% | Added |
| Jefferies Financial Group Inc. | 5,201 | $2.42M | 0.04% | +5,201 | New |
| Flputnam Investment Management Co | 5,256 | $2.44M | 0.09% | +155+3.0% | Added |
| Creative Planning | 5,304 | $2.47M | 0.00% | +1,283+31.9% | Added |
| Advisor Partners II, LLC | 5,428 | $2.52M | 0.16% | +1,031+23.4% | Added |
| EFG Asset Management (Americas) Corp. | 5,464 | $2.54M | 0.63% | +1,539+39.2% | Added |
| Vestor Capital, LLC | 5,469 | $2.54M | 0.31% | +13+0.2% | Added |
| FORA Capital, LLC | 5,469 | $2.54M | 0.41% | +5,469 | New |
| Aurora Investment Managers, LLC. | 5,485 | $2.55M | 2.55% | −648−10.6% | Reduced |
| Redwood Investments, LLC | 5,524 | $2.57M | 0.34% | −34−0.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,566 | $2.59M | 0.38% | +233+4.4% | Added |
| Gofen & Glossberg LLC | 5,602 | $2.61M | 0.07% | −50−0.9% | Reduced |
| Ieq Capital, LLC | 5,673 | $2.64M | 0.07% | +244+4.5% | Added |
| Kingfisher Capital LLC | 5,690 | $2.65M | 0.70% | +219+4.0% | Added |
| Wealthfront Advisers LLC | 5,723 | $2.66M | 0.01% | −474−7.6% | Reduced |
| Banque Pictet & Cie SA | 5,815 | $2.70M | 0.03% | +212+3.8% | Added |
| Hartford Investment Management Co | 5,877 | $2.73M | 0.08% | −3,274−35.8% | Reduced |
| King Luther Capital Management Corp | 5,961 | $2.77M | 0.02% | −130−2.1% | Reduced |
| Janney Montgomery Scott LLC | 5,992 | $2.79M | 0.01% | −467−7.2% | Reduced |
| Maryland State Retirement & Pension System | 6,112 | $2.84M | 0.08% | +6,112 | New |
| First Trust Advisors LP | 6,155 | $2.86M | 0.00% | +2,036+49.4% | Added |
| Oregon Public Employees Retirement Fund | 6,168 | $2.87M | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 6,174 | $2.87M | 0.09% | +6,174 | New |
| Kentucky Retirement Systems | 6,329 | $2.94M | 0.12% | +27+0.4% | Added |
| Level Four Advisory Services, LLC | 6,407 | $2.98M | 0.22% | −724−10.2% | Reduced |
| Lazard Asset Management LLC | 6,494 | $3.02M | 0.00% | +5,712+730.4% | Added |
| Bessemer Group Inc | 6,705 | $3.12M | 0.01% | −339,347−98.1% | Reduced |
| Securian Asset Management, Inc | 6,782 | $3.15M | 0.09% | −166−2.4% | Reduced |
| PGGM Investments | 7,021 | $3.27M | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,037 | $3.27M | 0.02% | +395+5.9% | Added |
| Financial Counselors Inc | 7,080 | $3.29M | 0.07% | +64+0.9% | Added |
| British Columbia Investment Management Corp | 7,140 | $3.32M | 0.04% | −886−11.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,183 | $3.35M | 0.01% | +1,347+23.1% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 7,250 | $3.37M | 0.14% | −750−9.4% | Reduced |
| Alcosta Capital Management, Inc. | 7,412 | $3.45M | 3.47% | −178−2.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,510 | $3.49M | 0.39% | +467+6.6% | Added |
| Synovus Financial Corp | 7,535 | $3.51M | 0.04% | +157+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 7,598 | $3.54M | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,608 | $3.54M | 0.16% | +698+10.1% | Added |
| JustInvest LLC | 7,788 | $3.62M | 0.15% | +179+2.4% | Added |
| O'Shaughnessy Asset Management, LLC | 7,814 | $3.63M | 0.06% | −2,398−23.5% | Reduced |
| Security Asset Management | 7,837 | $3.65M | 2.02% | +10.0% | Added |