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 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 7,860 | $3.66M | 0.18% | +428+5.8% | Added |
| Mariner, LLC | 7,906 | $3.68M | 0.01% | +486+6.5% | Added |
| Banco Santander, S.A. | 7,936 | $3.69M | 0.05% | −5,912−42.7% | Reduced |
| Cerity Partners LLC | 8,003 | $3.72M | 0.02% | +8,003 | New |
| US Bancorp | 8,101 | $3.77M | 0.01% | −1,030−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 8,138 | $3.79M | 0.01% | +2,135+35.6% | Added |
| Daiwa Securities Group Inc. | 8,347 | $3.88M | 0.03% | +552+7.1% | Added |
| AE Wealth Management LLC | 8,430 | $3.92M | 0.03% | −323−3.7% | Reduced |
| Cinctive Capital Management LP | 8,496 | $3.95M | 0.20% | +1,526+21.9% | Added |
| AQR Capital Management LLC | 8,609 | $3.98M | 0.01% | −6,266−42.1% | Reduced |
| TD Private Client Wealth LLC | 8,627 | $4.01M | 0.19% | −46−0.5% | Reduced |
| Jump Financial, LLC | 8,672 | $4.03M | 0.21% | −3,040−26.0% | Reduced |
| Fernwood Investment Management, LLC | 8,720 | $4.06M | 1.68% | +864+11.0% | Added |
| Cary Street Partner Investment Advisory LLC | 8,757 | $4.07M | 0.30% | −195−2.2% | Reduced |
| CWM Advisors, LLC | 9,267 | $4.31M | 0.55% | +367+4.1% | Added |
| Aquatic Capital Management LLC | 9,300 | $4.33M | 0.32% | +6,500+232.1% | Added |
| Czech National Bank | 9,359 | $4.35M | 0.12% | +30.0% | Added |
| Nissay Asset Management Corp | 9,494 | $4.42M | 0.04% | −136−1.4% | Reduced |
| C WorldWide Group Holding A/S | 9,691 | $4.51M | 0.06% | −18−0.2% | Reduced |
| Alps Advisors Inc | 9,727 | $4.52M | 0.04% | −481−4.7% | Reduced |
| Rheos Capital Works Inc. | 9,800 | $4.56M | 0.27% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 10,059 | $4.68M | 0.01% | −15−0.1% | Reduced |
| Eqis Capital Management, Inc. | 10,180 | $4.74M | 0.53% | −632−5.8% | Reduced |
| La Banque Postale Asset Management SA | 10,298 | $4.79M | 0.14% | +10,298 | New |
| Edgestream Partners, L.P. | 10,384 | $4.83M | 0.54% | +2,549+32.5% | Added |
| Evoke Wealth, LLC | 10,924 | $5.08M | 0.18% | −17−0.2% | Reduced |
| Texas Permanent School Fund | 11,274 | $5.24M | 0.08% | −31−0.3% | Reduced |
| Jessup Wealth Management, Inc | 11,387 | $5.30M | 3.36% | +11,387 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,420 | $5.31M | 0.11% | −559−4.7% | Reduced |
| Yousif Capital Management, LLC | 11,453 | $5.33M | 0.07% | −2,074−15.3% | Reduced |
| Axxcess Wealth Management, LLC | 11,482 | $5.34M | 0.44% | −606−5.0% | Reduced |
| Baldwin Brothers Inc | 11,514 | $5.36M | 0.49% | −365−3.1% | Reduced |
| Logan Capital Management Inc | 11,541 | $5.37M | 0.28% | −328−2.8% | Reduced |
| AMG National Trust Bank | 11,809 | $5.49M | 0.20% | +10.0% | Added |
| First Horizon Advisors, Inc. | 11,819 | $5.50M | 0.20% | −242−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 11,832 | $5.50M | 0.01% | +66+0.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 12,210 | $5.68M | 0.08% | +1,300+11.9% | Added |
| Sarasin & Partners LLP | 12,225 | $5.69M | 0.07% | −31,518−72.1% | Reduced |
| State of Tennessee, Treasury Department | 12,314 | $5.73M | 0.03% | −980−7.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,420 | $5.78M | 0.03% | +12,420 | New |
| New York Life Investment Management LLC | 12,500 | $5.81M | 0.07% | +1,151+10.1% | Added |
| Mutual of America Capital Management LLC | 12,519 | $5.82M | 0.07% | +224+1.8% | Added |
| Mackenzie Financial Corp | 12,587 | $5.86M | 0.01% | +3,161+33.5% | Added |
| DnB Asset Management AS | 12,661 | $5.89M | 0.04% | −157−1.2% | Reduced |
| Copeland Capital Management, LLC | 12,711 | $5.91M | 0.16% | +12,244+2,621.8% | Added |
| Man Group plc | 12,731 | $5.92M | 0.02% | −490−3.7% | Reduced |
| Cambridge Financial Group, Inc. | 12,966 | $6.03M | 3.37% | −680−5.0% | Reduced |
| EULAV Asset Management | 13,000 | $6.05M | 0.26% | +13,000 | New |
| Empire Life Investments Inc. | 13,218 | $6.15M | 0.42% | −416−3.1% | Reduced |
| Middleton & Co Inc | 13,270 | $6.17M | 0.91% | −805−5.7% | Reduced |
| Trexquant Investment LP | 13,497 | $6.28M | 0.18% | +13,497 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,516 | $6.29M | 0.05% | +1,741+14.8% | Added |
| State of Alaska, Department of Revenue | 13,560 | $6.31M | 0.08% | +2,376+21.2% | Added |
| ING Groep NV | 13,595 | $6.32M | 0.06% | +978+7.8% | Added |
| Silvant Capital Management LLC | 13,603 | $6.33M | 0.45% | +13,603 | New |
| Credit Agricole S A | 13,782 | $6.41M | 0.24% | −822−5.6% | Reduced |
| Utah Retirement Systems | 13,807 | $6.42M | 0.10% | −313−2.2% | Reduced |
| Connectus Wealth, LLC | 13,839 | $6.44M | 0.17% | −1,785−11.4% | Reduced |
| IFM Investors Pty Ltd | 14,050 | $6.54M | 0.11% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 14,061 | $6.54M | 0.05% | −427−2.9% | Reduced |
| Azimuth Capital Investment Management LLC | 14,356 | $6.68M | 0.34% | +14,356 | New |
| Gulf International Bank (UK) Ltd | 14,380 | $6.69M | 0.12% | +30+0.2% | Added |
| Vident Investment Advisory, LLC | 14,631 | $6.81M | 0.26% | +13,813+1,688.6% | Added |
| MML Investors Services, LLC | 14,921 | $6.94M | 0.05% | +225+1.5% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 16,100 | $7.02M | 1.37% | 00.0% | Unchanged |
| Xponance, Inc. | 15,243 | $7.09M | 0.11% | +1,434+10.4% | Added |
| First Republic Investment Management, Inc. | 15,257 | $7.10M | 0.02% | −682−4.3% | Reduced |
| ExodusPoint Capital Management, LP | 15,365 | $7.15M | 0.11% | +15,365 | New |
| ProShare Advisors LLC | 15,699 | $7.30M | 0.03% | +667+4.4% | Added |
| Andra AP-fonden | 15,700 | $7.30M | 0.22% | −4,300−21.5% | Reduced |
| K.J. Harrison & Partners Inc | 11,645 | $7.34M | 1.43% | 00.0% | Unchanged |
| Natixis | 16,043 | $7.46M | 0.04% | +11,086+223.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,113 | $7.50M | 0.13% | +2,702+20.1% | Added |
| Forge First Asset Management Inc. | 16,120 | $7.50M | 2.99% | +16,120 | New |
| United Capital Financial Advisers, LLC | 16,172 | $7.52M | 0.04% | −308−1.9% | Reduced |
| Point72 Middle East FZE | 16,334 | $7.60M | 0.58% | +16,334 | New |
| Formuepleje A/S | 16,730 | $7.78M | 0.66% | +10,046+150.3% | Added |
| Commonwealth Equity Services, LLC | 17,046 | $7.93M | 0.02% | −317−1.8% | Reduced |
| USS Investment Management Ltd | 17,065 | $7.94M | 0.11% | +587+3.6% | Added |
| Progressive Investment Management Corp | 17,158 | $7.98M | 3.10% | +207+1.2% | Added |
| Martin Investment Management, LLC | 17,348 | $8.07M | 2.53% | −152−0.9% | Reduced |
| Marks Group Wealth Management, Inc | 17,459 | $8.12M | 1.11% | +134+0.8% | Added |
| Marietta Investment Partners LLC | 17,992 | $8.37M | 2.37% | −140−0.8% | Reduced |
| FIL Ltd | 18,000 | $8.37M | 0.01% | −5,000−21.7% | Reduced |
| Forsta Ap-Fonden | 18,100 | $8.42M | 0.10% | −100−0.5% | Reduced |
| Commerce Bank | 18,226 | $8.48M | 0.07% | +186+1.0% | Added |
| Thematics Asset Management | 18,439 | $8.58M | 0.52% | +18,439 | New |
| Public Sector Pension Investment Board | 18,585 | $8.65M | 0.07% | +2,316+14.2% | Added |
| Kiwi Wealth Investments Limited Partnership | 18,602 | $8.65M | 0.58% | +8,175+78.4% | Added |
| Totem Point Management, LLC | 18,991 | $8.83M | 11.98% | +13,416+240.6% | Added |
| Prudential PLC | 19,319 | $8.99M | 0.11% | +18,210+1,642.0% | Added |
| Handelsbanken Fonder AB | 19,704 | $9.17M | 0.06% | +689+3.6% | Added |
| Swiss Life Asset Management Ltd | 19,742 | $9.19M | 0.15% | +7,305+58.7% | Added |
| M&T Bank Corp | 19,797 | $9.21M | 0.04% | −6,583−25.0% | Reduced |
| Stifel Financial Corp | 19,794 | $9.21M | 0.01% | −552−2.7% | Reduced |
| Comerica Bank | 18,217 | $9.29M | 0.07% | +2,894+18.9% | Added |
| RBF Capital, LLC | 20,000 | $9.30M | 0.70% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 20,269 | $9.43M | 0.05% | +250+1.2% | Added |
| Westpac Banking Corp | 20,434 | $9.51M | 0.14% | +7,549+58.6% | Added |
| Jane Street Group, LLC | 20,777 | $9.66M | 0.02% | +12,582+153.5% | Added |