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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
State Street Corp3,306,792$1.54B0.09%−22,072−0.7%Reduced
BlackRock Inc.6,576,313$3.06B0.10%−155,870−2.3%Reduced
Vanguard Group Inc8,680,812$4.04B0.11%+62,901+0.7%Added
Taikang Asset Management (Hong Kong) Co Ltd15,670––−11,478−42.3%Reduced
Jupiter Asset Management Ltd0$00.00%−17,000−100.0%Sold out
TCW Group Inc0$00.00%−13,128−100.0%Sold out
Sculptor Capital LP0$00.00%−12,802−100.0%Sold out
Ritholtz Wealth Management0$00.00%−7,488−100.0%Sold out
Bessemer Securities LLC0$00.00%−3,071−100.0%Sold out
Wolverine Trading, LLC0$00.00%−2,715−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−2,662−100.0%Sold out
Capula Management Ltd0$00.00%−2,210−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−2,000−100.0%Sold out
Caption Management, LLC0$00.00%−2,000−100.0%Sold out
Meeder Asset Management Inc0$00.00%−1,811−100.0%Sold out
Element Capital Management LLC0$00.00%−1,584−100.0%Sold out
Horizon Investments, LLC0$00.00%−1,483−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−1,460−100.0%Sold out
Elevated Capital Advisors, LLC0$00.00%−1,307−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−1,134−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−1,121−100.0%Sold out
Aigen Investment Management, LP0$00.00%−958−100.0%Sold out
Pinebridge Investments, L.P.0$00.00%−902−100.0%Sold out
Menard Financial Group LLC0$00.00%−865−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−819−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−671−100.0%Sold out
Mather Group, LLC.0$00.00%−602−100.0%Sold out
Cutler Group LP0$00.00%−600−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−578−100.0%Sold out
Donoghue Forlines LLC0$00.00%−561−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−550−100.0%Sold out
Gilman Hill Asset Management, LLC0$00.00%−500−100.0%Sold out
Unio Capital LLC0$00.00%−485−100.0%Sold out
Independent Advisor Alliance0$00.00%−483−100.0%Sold out
Principal Street Partners, LLC0$00.00%−476−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−89−100.0%Sold out
Central Trust Co0$00.00%−47−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−31−100.0%Sold out
Castle Wealth Management LLC0$00.00%−32−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−19−100.0%Sold out
Capital Analysts, LLC0$00.00%−17−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−14−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−12−100.0%Sold out
Standard Family Office LLC0$00.00%−13−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−7−100.0%Sold out
FSC Wealth Advisors, LLC0$00.00%−8−100.0%Sold out
Silver Oak Securities, Inc0$00.00%−4−100.0%Sold out
Bartlett & Co. LLC0$00.00%−4−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−4−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−1−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−1−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−1−100.0%Sold out
Agf Investments Inc.––––Not filed
Eaton Vance Management––––Not filed
Covington Capital Management––––Not filed
Corient Capital Partners, LLC––––Not filed
Budros, Ruhlin & Roe, Inc.––––Not filed
Regentatlantic Capital LLC––––Not filed
Inverness Counsel LLC––––Not filed
Jefferies Group LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Liberty Wealth Management LLC––––Not filed
Balasa Dinverno & Foltz LLC––––Not filed
Roberts Capital Advisors, LLC––––Not filed
Spearhead Capital Advisors, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
55I, LLC––––Not filed
American Portfolios Advisors––––Not filed
Newfound Research LLC––––Not filed
FourThought Financial, LLC––––Not filed
Surevest, LLC––––Not filed