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 |
|---|---|---|---|---|---|
| Canandaigua National Corp | 2,830 | $1.32M | 0.22% | −105−3.6% | Reduced |
| Fairbanks Capital Management, Inc. | 2,790 | $1.30M | 1.15% | −10−0.4% | Reduced |
| ProVise Management Group, LLC | 2,749 | $1.28M | 0.13% | −1,711−38.4% | 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 |
| Los Angeles Capital Management LLC | 2,687 | $1.25M | 0.01% | −206−7.1% | Reduced |
| Teza Capital Management LLC | 2,681 | $1.25M | 0.24% | +1,325+97.7% | Added |
| Oppenheimer Asset Management Inc. | 2,663 | $1.24M | 0.02% | −261−8.9% | Reduced |
| Tredje AP-fonden | 2,599 | $1.21M | 0.02% | +200+8.3% | Added |
| Davenport & Co LLC | 2,593 | $1.21M | 0.01% | −48−1.8% | Reduced |
| Paragon Advisors, LLC | 2,580 | $1.20M | 0.53% | −2,981−53.6% | Reduced |
| Vetamer Capital Management, L.P. | 2,531 | $1.18M | 1.63% | −82−3.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 2,506 | $1.17M | 0.03% | −484−16.2% | Reduced |
| Mercer Global Advisors Inc | 2,484 | $1.16M | 0.01% | −482−16.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,438 | $1.13M | 0.01% | +1,291+112.6% | Added |
| City Holding Co | 2,438 | $1.13M | 0.21% | −54−2.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,425 | $1.13M | 0.51% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,394 | $1.11M | 0.01% | +260+12.2% | Added |
| Parallax Volatility Advisers, L.P. | 2,354 | $1.10M | 0.03% | −4,870−67.4% | Reduced |
| Perpetual Investment Management Ltd | 2,346 | $1.09M | 0.13% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,309 | $1.07M | 0.29% | +276+13.6% | Added |
| Intech Investment Management LLC | 2,294 | $1.07M | 0.01% | −80−3.4% | Reduced |
| Guggenheim Capital LLC | 2,259 | $1.05M | 0.01% | −2,082−48.0% | Reduced |
| Birinyi Associates Inc | 2,251 | $1.05M | 0.50% | −749−25.0% | Reduced |
| AXS Investments LLC | 2,236 | $1.04M | 0.37% | +2,236 | New |
| Bennett Selby Investments LP | 2,226 | $1.04M | 0.78% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 2,226 | $1.04M | 0.01% | +396+21.6% | Added |
| Atria Investments LLC | 2,209 | $1.03M | 0.02% | +2,209 | New |
| Dana Investment Advisors, Inc. | 2,188 | $1.02M | 0.05% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 2,177 | $1.01M | 1.12% | +2,177 | New |
| CIBC World Markets Inc. | 2,150 | $1.00M | 0.00% | −605−22.0% | Reduced |
| Pendal Group Limited | 2,146 | $998.3K | 0.01% | +1,105+106.1% | Added |
| Empirical Finance, LLC | 2,143 | $996.9K | 0.10% | +182+9.3% | Added |
| PDT Partners, LLC | 2,126 | $989.0K | 0.16% | +26+1.2% | Added |
| Arbor Capital Management Inc | 2,052 | $941.3K | 0.84% | −159−7.2% | Reduced |
| Exencial Wealth Advisors, LLC | 2,012 | $935.9K | 0.05% | +2+0.1% | Added |
| Value Partners Investments Inc. | 1,967 | $914.7K | 0.08% | +62+3.3% | Added |
| Seeyond | 1,963 | $913.1K | 0.09% | −23−1.2% | Reduced |
| Apollon Wealth Management, LLC | 1,934 | $899.7K | 0.06% | +201+11.6% | Added |
| Hotaling Investment Management, LLC | 1,915 | $891.0K | 0.40% | +1,915 | New |
| Zeke Capital Advisors, LLC | 1,912 | $889.4K | 0.06% | +1,912 | New |
| Vestcor Inc | 1,911 | $889.0K | 0.03% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 1,885 | $876.8K | 0.32% | −10−0.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,882 | $875.5K | 0.07% | −854−31.2% | Reduced |
| Segment Wealth Management, LLC | 1,874 | $871.7K | 0.10% | +6+0.3% | Added |
| 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 |
| Aspen Grove Capital, LLC | 1,836 | $854.1K | 0.40% | +1,836 | New |
| Algert Global LLC | 1,830 | $851.3K | 0.05% | +1,181+182.0% | Added |
| Leonteq Securities AG | 1,820 | $846.6K | 0.04% | +937+106.1% | Added |
| Pier Capital, LLC | 1,815 | $844.3K | 0.14% | +1,815 | New |
| Toroso Investments, LLC | 1,815 | $844.0K | 0.03% | −320−15.0% | Reduced |
| 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 |
| Veritable, L.P. | 1,755 | $816.4K | 0.01% | +59+3.5% | Added |
| Fortis Capital Management LLC | 1,750 | $814.1K | 0.60% | −40−2.2% | Reduced |
| Meeder Advisory Services, Inc. | 1,750 | $814.0K | 0.10% | +1,750 | New |
| Wetherby Asset Management Inc | 1,729 | $804.3K | 0.05% | −145−7.7% | Reduced |
| Blair William & Co | 1,710 | $795.6K | 0.00% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,690 | $786.1K | 0.18% | +120+7.6% | Added |
| Advisory Services Network, LLC | 1,677 | $780.3K | 0.02% | −17−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,668 | $775.9K | 0.00% | −41,103−96.1% | Reduced |
| Echo Street Capital Management LLC | 1,666 | $775.0K | 0.01% | −134,481−98.8% | Reduced |
| Metis Global Partners, LLC | 1,665 | $774.5K | 0.07% | +467+39.0% | Added |
| TrimTabs Asset Management, LLC | 1,638 | $761.9K | 0.50% | −36−2.2% | Reduced |
| XTX Topco Ltd | 1,624 | $755.4K | 0.16% | +1,624 | New |
| Merit Financial Group, LLC | 1,602 | $745.3K | 0.03% | +23+1.5% | Added |
| Wealth Management Associates, Inc. | 1,602 | $745.2K | 0.50% | −551−25.6% | Reduced |
| Glenmede Trust Co NA | 1,589 | $739.2K | 0.00% | +234+17.3% | Added |
| RB Capital Management, LLC | 1,588 | $738.7K | 0.27% | +30+1.9% | Added |
| Ballentine Partners, LLC | 1,587 | $738.2K | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,583 | $736.4K | 0.12% | +1,000+171.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 1,581 | $735.4K | 0.19% | +1,581 | New |
| Winton Group Ltd | 1,576 | $733.1K | 0.05% | +1,576 | New |
| Illinois Municipal Retirement Fund | 1,543 | $718.0K | 0.02% | 00.0% | Unchanged |
| SRN Advisors, LLC | 1,508 | $701.5K | 0.70% | +1,508 | New |
| Cypress Asset Management Inc | 1,493 | $694.5K | 0.25% | −170−10.2% | Reduced |
| CWM, LLC | 1,492 | $694.0K | 0.01% | +198+15.3% | Added |
| Ellevest, Inc. | 1,461 | $679.6K | 0.06% | −78−5.1% | Reduced |
| Cavalier Investments, LLC | 1,455 | $676.8K | 0.24% | −84−5.5% | Reduced |
| ETF Managers Group, LLC | 1,421 | $661.0K | 0.03% | +54+4.0% | Added |
| Alera Investment Advisors, LLC | 1,418 | $659.6K | 0.16% | −5−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,401 | $652.0K | 0.03% | −6,231−81.6% | Reduced |
| Institute for Wealth Management, LLC. | 1,394 | $648.4K | 0.14% | +98+7.6% | Added |
| Rockefeller Capital Management L.P. | 1,392 | $646.0K | 0.00% | −36−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,380 | $642.0K | 0.00% | −100−6.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,377 | $640.0K | 0.06% | −32−2.3% | Reduced |
| Hancock Whitney Corp | 1,367 | $636.0K | 0.02% | −1,155−45.8% | Reduced |
| Diversified Trust Co | 1,324 | $616.0K | 0.03% | −20−1.5% | Reduced |
| Bradley Foster & Sargent Inc | 1,286 | $598.2K | 0.01% | +25+2.0% | Added |
| Coldstream Capital Management Inc | 1,282 | $596.3K | 0.02% | +1,282 | New |
| Bridgefront Capital, LLC | 1,271 | $591.2K | 0.41% | +1,271 | New |
| InterOcean Capital Group, LLC | 1,262 | $587.0K | 0.02% | +17+1.4% | Added |
| Oak Ridge Investments LLC | 1,252 | $582.4K | 0.09% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,226 | $570.3K | 0.26% | +76+6.6% | Added |
| Lincoln National Corp | 1,224 | $569.4K | 0.01% | +512+71.9% | Added |
| BSW Wealth Partners | 1,206 | $561.0K | 0.12% | +224+22.8% | Added |
| Pinnacle Associates Ltd | 1,206 | $561.0K | 0.01% | −27−2.2% | Reduced |
| Pathstone Family Office, LLC | 3,926 | $556.4K | 0.01% | +2,785+244.1% | Added |
| Signaturefd, LLC | 1,171 | $544.7K | 0.02% | −113−8.8% | Reduced |