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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 1,169 | $543.8K | 0.08% | +407+53.4% | Added |
| Snowden Capital Advisors LLC | 1,153 | $536.3K | 0.02% | +18+1.6% | Added |
| Sigma Planning Corp | 1,132 | $526.9K | 0.02% | +44+4.0% | Added |
| Keybank National Association | 1,129 | $525.2K | 0.00% | +21+1.9% | Added |
| DoubleLine ETF Adviser LP | 1,125 | $523.3K | 0.27% | +1,125 | New |
| Ameritas Investment Partners, Inc. | 991 | $510.3K | 0.02% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,086 | $505.2K | 0.10% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 1,085 | $504.7K | 0.09% | −309−22.2% | Reduced |
| Evercore Wealth Management, LLC | 1,078 | $501.5K | 0.01% | −10−0.9% | Reduced |
| Tudor Investment Corp Et Al | 1,047 | $487.0K | 0.01% | +1,047 | New |
| Navellier & Associates Inc | 1,042 | $484.7K | 0.10% | −5−0.5% | Reduced |
| Ossiam | 1,033 | $480.5K | 0.01% | +330+46.9% | Added |
| Clarius Group, LLC | 1,027 | $478.0K | 0.04% | +15+1.5% | Added |
| Angeles Wealth Management, LLC | 1,027 | $477.7K | 0.08% | +21+2.1% | Added |
| RFG Advisory, LLC | 835 | $473.8K | 0.02% | +37+4.6% | Added |
| Two Sigma Securities, LLC | 1,013 | $471.2K | 0.07% | +1,013 | New |
| Davy Global Fund Management Ltd | 1,011 | $470.3K | 0.10% | 00.0% | Unchanged |
| Harbor Advisors LLC | 1,000 | $465.2K | 0.12% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,000 | $465.2K | 0.36% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 997 | $463.8K | 0.06% | +50+5.3% | Added |
| Segall Bryant & Hamill, LLC | 992 | $461.0K | 0.01% | −5−0.5% | Reduced |
| Cigna Investments Inc | 986 | $459.0K | 0.10% | −1−0.1% | Reduced |
| CAPROCK Group, Inc. | 976 | $454.0K | 0.04% | +209+27.2% | Added |
| Beacon Pointe Advisors, LLC | 952 | $442.9K | 0.01% | −1,970−67.4% | Reduced |
| Utah Peaks Capital Inc | 950 | $441.9K | 0.85% | +950 | New |
| Wedmont Private Capital | 935 | $438.5K | 0.07% | −385−29.2% | Reduced |
| Graham Capital Management, L.P. | 919 | $427.5K | 0.02% | −1,090−54.3% | Reduced |
| Trust Asset Management LLC | 917 | $426.6K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 913 | $424.7K | 0.03% | −5−0.5% | Reduced |
| MQS Management LLC | 913 | $424.7K | 0.29% | +913 | New |
| Inceptionr LLC | 913 | $424.7K | 0.22% | +913 | New |
| Kula Investments, LLC | 907 | $421.9K | 0.15% | +907 | New |
| Balyasny Asset Management LLC | 903 | $420.0K | 0.00% | −146,134−99.4% | Reduced |
| WR Wealth Planners, LLC | 903 | $420.0K | 0.26% | +5+0.6% | Added |
| Cipher Capital LP | 903 | $420.0K | 0.08% | +903 | New |
| Camden Capital, LLC | 902 | $419.4K | 0.07% | −3−0.3% | Reduced |
| Pitcairn Co | 880 | $409.4K | 0.04% | +101+13.0% | Added |
| Fund Management at Engine No. 1 LLC | 880 | $409.4K | 0.10% | +107+13.8% | Added |
| Checchi Capital Advisers, LLC | 879 | $408.9K | 0.04% | −5−0.6% | Reduced |
| MAI Capital Management | 877 | $408.0K | 0.01% | +118+15.5% | Added |
| Lido Advisors, LLC | 875 | $407.1K | 0.01% | +89+11.3% | Added |
| Veriti Management LLC | 872 | $405.7K | 0.05% | −32−3.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 850 | $395.4K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 850 | $395.4K | 0.03% | −120−12.4% | Reduced |
| Symmetry Partners, LLC | 848 | $394.0K | 0.02% | 00.0% | Unchanged |
| BMS Financial Advisors, LLC | 842 | $391.7K | 0.26% | −44−5.0% | Reduced |
| Raymond James Trust N.A. | 839 | $390.0K | 0.01% | +28+3.5% | Added |
| Orion Portfolio Solutions, LLC | 828 | $385.2K | 0.01% | +268+47.9% | Added |
| Qtron Investments LLC | 825 | $383.8K | 0.08% | +158+23.7% | Added |
| Transform Wealth, LLC | 823 | $382.7K | 0.04% | −135−14.1% | Reduced |
| Foundry Partners, LLC | 819 | $381.0K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 810 | $376.8K | 0.27% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 805 | $374.0K | 0.02% | −170−17.4% | Reduced |
| Moody National Bank Trust Division | 795 | $370.0K | 0.03% | −343−30.1% | Reduced |
| Zions Bancorporation, N.A. | 794 | $369.3K | 0.03% | −39−4.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 793 | $369.0K | 0.01% | −241−23.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 793 | $368.9K | 0.02% | +9+1.1% | Added |
| Forte Capital LLC | 792 | $368.6K | 0.06% | −65−7.6% | Reduced |
| Axq Capital, LP | 789 | $367.0K | 0.26% | +789 | New |
| JSF Financial, LLC | 783 | $364.2K | 0.14% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 780 | $362.8K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 778 | $361.9K | 0.01% | −180−18.8% | Reduced |
| J2 Capital Management Inc | 774 | $360.0K | 0.62% | +774 | New |
| World Equity Group, Inc. | 772 | $359.1K | 0.09% | +3+0.4% | Added |
| Walleye Trading LLC | 769 | $357.7K | 0.01% | +769 | New |
| NorthRock Partners, LLC | 764 | $355.4K | 0.04% | +764 | New |
| Sequoia Financial Advisors, LLC | 753 | $350.3K | 0.01% | +218+40.7% | Added |
| HB Wealth Management, LLC | 743 | $345.6K | 0.01% | +212+39.9% | Added |
| Beverly Hills Private Wealth, LLC | 733 | $341.0K | 0.15% | +733 | New |
| SFMG, LLC | 730 | $339.6K | 0.04% | −2−0.3% | Reduced |
| Bryn Mawr Trust Co | 728 | $339.0K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 724 | $336.8K | 0.02% | +79+12.2% | Added |
| Boston Private Wealth LLC | 719 | $334.5K | 0.00% | −135−15.8% | Reduced |
| CNB Bank | 706 | $328.4K | 0.21% | +14+2.0% | Added |
| GWM Advisors LLC | 1,684 | $327.8K | 0.01% | +1,684 | New |
| TownSquare Capital, LLC | 697 | $324.2K | 0.01% | +697 | New |
| Quadrant Capital Group LLC | 684 | $318.2K | 0.04% | −33−4.6% | Reduced |
| Telemus Capital, LLC | 675 | $316.6K | 0.03% | −10−1.5% | Reduced |
| Kinneret Advisory, LLC | 680 | $316.3K | 0.04% | +680 | New |
| Siemens Fonds Invest GmbH | 679 | $315.9K | 0.03% | −107−13.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 673 | $313.1K | 0.01% | +86+14.7% | Added |
| Resources Investment Advisors, LLC. | 671 | $312.0K | 0.01% | +19+2.9% | Added |
| Cetera Advisors LLC | 667 | $310.3K | 0.01% | +667 | New |
| Atria Wealth Solutions, Inc. | 663 | $308.5K | 0.00% | +11+1.7% | Added |
| LMR Partners LLP | 656 | $305.2K | 0.01% | +656 | New |
| Parallel Advisors, LLC | 640 | $298.1K | 0.01% | −138−17.7% | Reduced |
| Empowered Funds, LLC | 639 | $297.2K | 0.02% | +639 | New |
| Natixis Investment Managers International | 626 | $291.2K | 0.02% | −25−3.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 622 | $289.3K | 0.04% | +622 | New |
| Private Advisor Group, LLC | 658 | $285.6K | 0.01% | +658 | New |
| Scotia Capital Inc. | 614 | $285.6K | 0.00% | −652−51.5% | Reduced |
| Wealth Alliance | 612 | $284.8K | 0.05% | +612 | New |
| Ascent Wealth Partners, LLC | 602 | $280.0K | 0.06% | −74−10.9% | Reduced |
| Alpha Paradigm Partners, LLC | 601 | $280.0K | 0.12% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 600 | $279.1K | 0.16% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 592 | $275.6K | 0.03% | +5+0.9% | Added |
| Fukoku Mutual Life Insurance Co | 587 | $273.1K | 0.02% | −203−25.7% | Reduced |
| EP Wealth Advisors, LLC | 583 | $271.2K | 0.00% | +583 | New |
| Graypoint LLC | 574 | $267.0K | 0.03% | +16+2.9% | Added |
| Fenimore Asset Management Inc | 572 | $266.0K | 0.01% | 00.0% | Unchanged |