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 |
|---|---|---|---|---|---|
| Banco Santander, S.A. | 7,936 | $3.69M | 0.05% | −5,912−42.7% | Reduced |
| Mariner, LLC | 7,906 | $3.68M | 0.01% | +486+6.5% | Added |
| Donaldson Capital Management, LLC | 7,860 | $3.66M | 0.18% | +428+5.8% | Added |
| Security Asset Management | 7,837 | $3.65M | 2.02% | +10.0% | Added |
| O'Shaughnessy Asset Management, LLC | 7,814 | $3.63M | 0.06% | −2,398−23.5% | Reduced |
| JustInvest LLC | 7,788 | $3.62M | 0.15% | +179+2.4% | Added |
| Shell Asset Management Co | 7,608 | $3.54M | 0.16% | +698+10.1% | Added |
| Teachers Retirement System of the State of Kentucky | 7,598 | $3.54M | 0.04% | 00.0% | Unchanged |
| Synovus Financial Corp | 7,535 | $3.51M | 0.04% | +157+2.1% | Added |
| Cape Cod Five Cents Savings Bank | 7,510 | $3.49M | 0.39% | +467+6.6% | Added |
| Alcosta Capital Management, Inc. | 7,412 | $3.45M | 3.47% | −178−2.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 7,250 | $3.37M | 0.14% | −750−9.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 7,183 | $3.35M | 0.01% | +1,347+23.1% | Added |
| British Columbia Investment Management Corp | 7,140 | $3.32M | 0.04% | −886−11.0% | Reduced |
| Financial Counselors Inc | 7,080 | $3.29M | 0.07% | +64+0.9% | Added |
| Fifth Third Bancorp | 7,037 | $3.27M | 0.02% | +395+5.9% | Added |
| PGGM Investments | 7,021 | $3.27M | 0.06% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,782 | $3.15M | 0.09% | −166−2.4% | Reduced |
| Bessemer Group Inc | 6,705 | $3.12M | 0.01% | −339,347−98.1% | Reduced |
| Lazard Asset Management LLC | 6,494 | $3.02M | 0.00% | +5,712+730.4% | Added |
| Level Four Advisory Services, LLC | 6,407 | $2.98M | 0.22% | −724−10.2% | Reduced |
| Kentucky Retirement Systems | 6,329 | $2.94M | 0.12% | +27+0.4% | Added |
| Quadrature Capital Ltd | 6,174 | $2.87M | 0.09% | +6,174 | New |
| Oregon Public Employees Retirement Fund | 6,168 | $2.87M | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,155 | $2.86M | 0.00% | +2,036+49.4% | Added |
| Maryland State Retirement & Pension System | 6,112 | $2.84M | 0.08% | +6,112 | New |
| Janney Montgomery Scott LLC | 5,992 | $2.79M | 0.01% | −467−7.2% | Reduced |
| King Luther Capital Management Corp | 5,961 | $2.77M | 0.02% | −130−2.1% | Reduced |
| Hartford Investment Management Co | 5,877 | $2.73M | 0.08% | −3,274−35.8% | Reduced |
| Banque Pictet & Cie SA | 5,815 | $2.70M | 0.03% | +212+3.8% | Added |
| Wealthfront Advisers LLC | 5,723 | $2.66M | 0.01% | −474−7.6% | Reduced |
| Kingfisher Capital LLC | 5,690 | $2.65M | 0.70% | +219+4.0% | Added |
| Ieq Capital, LLC | 5,673 | $2.64M | 0.07% | +244+4.5% | Added |
| Gofen & Glossberg LLC | 5,602 | $2.61M | 0.07% | −50−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,566 | $2.59M | 0.38% | +233+4.4% | Added |
| Redwood Investments, LLC | 5,524 | $2.57M | 0.34% | −34−0.6% | Reduced |
| Aurora Investment Managers, LLC. | 5,485 | $2.55M | 2.55% | −648−10.6% | Reduced |
| FORA Capital, LLC | 5,469 | $2.54M | 0.41% | +5,469 | New |
| Vestor Capital, LLC | 5,469 | $2.54M | 0.31% | +13+0.2% | Added |
| EFG Asset Management (Americas) Corp. | 5,464 | $2.54M | 0.63% | +1,539+39.2% | Added |
| Advisor Partners II, LLC | 5,428 | $2.52M | 0.16% | +1,031+23.4% | Added |
| Creative Planning | 5,304 | $2.47M | 0.00% | +1,283+31.9% | Added |
| Flputnam Investment Management Co | 5,256 | $2.44M | 0.09% | +155+3.0% | Added |
| 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 |
| Louisiana State Employees Retirement System | 5,200 | $2.42M | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,198 | $2.42M | 0.02% | +2,493+92.2% | Added |
| Stewart Asset Management, LLC | 5,180 | $2.41M | 1.85% | −631−10.9% | Reduced |
| Ethic Inc. | 5,124 | $2.38M | 0.13% | −786−13.3% | Reduced |
| Munro Partners | 5,084 | $2.36M | 0.14% | +209+4.3% | Added |
| Grandeur Peak Global Advisors, LLC | 5,082 | $2.36M | 0.14% | −666−11.6% | Reduced |
| Gamco Investors, Inc. Et Al | 5,016 | $2.33M | 0.03% | +348+7.5% | Added |
| Edmond de Rothschild Holding S.A. | 5,012 | $2.33M | 0.05% | −237−4.5% | Reduced |
| PFG Advisors | 4,990 | $2.32M | 0.23% | −345−6.5% | Reduced |
| Bokf, NA | 4,974 | $2.31M | 0.04% | −5,804−53.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,941 | $2.30M | 0.02% | −53−1.1% | Reduced |
| Cornercap Investment Counsel Inc | 4,750 | $2.21M | 0.38% | +161+3.5% | Added |
| Bishop Rock Capital, L.P. | 4,735 | $2.20M | 2.93% | −3,964−45.6% | Reduced |
| Cetera Investment Advisers | 4,732 | $2.20M | 0.02% | +1,988+72.4% | Added |
| Park Avenue Securities LLC | 4,598 | $2.14M | 0.04% | +339+8.0% | Added |
| Colony Group LLC | 4,581 | $2.13M | 0.03% | +105+2.3% | Added |
| Freedom Day Solutions, LLC | 4,552 | $2.12M | 1.06% | −195−4.1% | Reduced |
| Dakota Wealth Management | 4,551 | $2.12M | 0.15% | −486−9.6% | Reduced |
| Proequities, Inc. | 4,536 | $2.11M | 0.17% | −136−2.9% | Reduced |
| Metropolitan Life Insurance Co | 4,519 | $2.10M | 0.09% | −103−2.2% | Reduced |
| Ghe, LLC | 4,456 | $2.07M | 1.95% | −106−2.3% | Reduced |
| Crossmark Global Holdings, Inc. | 4,452 | $2.07M | 0.05% | +485+12.2% | Added |
| Boston Financial Mangement LLC | 4,206 | $1.96M | 0.08% | +668+18.9% | Added |
| Panagora Asset Management Inc | 4,137 | $1.92M | 0.01% | −44,573−91.5% | Reduced |
| Balboa Wealth Partners | 3,952 | $1.84M | 0.83% | −760−16.1% | Reduced |
| SG Americas Securities, LLC | 3,918 | $1.82M | 0.03% | +358+10.1% | 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 |
| Acadian Asset Management LLC | 3,867 | $1.80M | 0.01% | +1,515+64.4% | Added |
| First Hawaiian Bank | 3,859 | $1.79M | 0.06% | −619−13.8% | Reduced |
| Achmea Investment Management B.V. | 4,114 | $1.79M | 0.06% | +1,847+81.5% | Added |
| VitalStone Financial, LLC | 3,877 | $1.79M | 1.22% | +3,877 | New |
| Change Path, LLC | 3,811 | $1.77M | 0.10% | +489+14.7% | Added |
| New Mexico Educational Retirement Board | 3,800 | $1.77M | 0.10% | −300−7.3% | Reduced |
| Alamar Capital Management, LLC | 3,784 | $1.76M | 1.80% | −23−0.6% | Reduced |
| Triasima Portfolio Management inc. | 3,746 | $1.74M | 0.13% | −1,439−27.8% | Reduced |
| Verition Fund Management LLC | 3,624 | $1.69M | 0.03% | +3,624 | New |
| Northwest & Ethical Investments L.P. | 3,565 | $1.66M | 0.06% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,561 | $1.66M | 0.12% | −240−6.3% | Reduced |
| Assetmark, Inc | 3,438 | $1.60M | 0.01% | +447+14.9% | Added |
| E. Ohman J:or Asset Management AB | 3,412 | $1.59M | 0.07% | −300−8.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,343 | $1.56M | 0.03% | +470+16.4% | Added |
| Cetera Advisor Networks LLC | 3,317 | $1.54M | 0.01% | +3,317 | New |
| Sustainable Insight Capital Management, LLC | 3,269 | $1.52M | 1.71% | +1,257+62.5% | Added |
| Greenland Capital Management LP | 3,255 | $1.51M | 0.28% | +3,255 | New |
| Ergoteles LLC | 3,152 | $1.47M | 0.05% | +3,152 | New |
| Tsai Capital Corp | 3,140 | $1.46M | 2.11% | +93+3.1% | Added |
| Bleakley Financial Group, LLC | 3,111 | $1.45M | 0.05% | +3,111 | New |
| Ci Investments Inc. | 3,099 | $1.44M | 0.01% | +261+9.2% | Added |
| Dynamic Technology Lab Private Ltd | 3,087 | $1.44M | 0.14% | +3,087 | New |
| Fiducient Advisors LLC | 3,031 | $1.41M | 0.41% | +3,031 | New |
| First Manhattan Co | 3,021 | $1.41M | 0.01% | +21+0.7% | Added |
| Everence Capital Management Inc | 2,937 | $1.37M | 0.12% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 2,885 | $1.34M | 0.12% | 00.0% | Unchanged |
| Greenleaf Trust | 2,863 | $1.33M | 0.02% | +269+10.4% | Added |