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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 568 | $264.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 565 | $262.0K | 0.01% | +1+0.2% | Added |
| Park Place Capital Corp | 561 | $261.0K | 0.07% | +561 | New |
| Conning Inc. | 561 | $261.0K | 0.01% | −3−0.5% | Reduced |
| Chilton Investment Co LLC | 559 | $260.0K | 0.01% | −18−3.1% | Reduced |
| Boothbay Fund Management, LLC | 559 | $260.0K | 0.01% | +559 | New |
| Balentine LLC | 555 | $258.2K | 0.01% | −149−21.2% | Reduced |
| Fishman Jay A Ltd | 545 | $253.5K | 0.04% | −20−3.5% | Reduced |
| Clarus Wealth Advisors | 519 | $253.3K | 0.17% | +519 | New |
| Sentry Investment Management LLC | 537 | $250.0K | 0.11% | −132−19.7% | Reduced |
| HRT Financial LP | 539 | $250.0K | 0.00% | +539 | New |
| HBK Sorce Advisory LLC | 536 | $249.0K | 0.01% | +536 | New |
| Whittier Trust Co of Nevada Inc | 529 | $246.1K | 0.01% | +104+24.5% | Added |
| Kolinsky Wealth Management, LLC | 528 | $246.0K | 0.28% | +528 | New |
| Gitterman Wealth Management, LLC | 512 | $238.3K | 0.12% | +512 | New |
| Forum Financial Management, LP | 512 | $238.2K | 0.01% | −37−6.7% | Reduced |
| PEAK6 Investments LLC | 510 | $237.4K | 0.01% | +507+16,900.0% | Added |
| Sound View Wealth Advisors Group, LLC | 420 | $237.3K | 0.03% | +420 | New |
| Shelton Capital Management | 510 | $237.2K | 0.02% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 502 | $233.5K | 0.11% | +502 | New |
| Equitable Holdings, Inc. | 499 | $232.1K | 0.00% | +499 | New |
| American Trust | 495 | $230.3K | 0.02% | +495 | New |
| Prescott Group Capital Management, L.L.C. | 491 | $228.0K | 0.05% | 00.0% | Unchanged |
| Fiduciary Trust Co | 484 | $225.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 476 | $222.0K | 0.06% | +12+2.6% | Added |
| Gsa Capital Partners LLP | 474 | $220.0K | 0.03% | +474 | New |
| WealthBridge Capital Management, LLC | 471 | $219.1K | 0.09% | −263−35.8% | Reduced |
| Thoroughbred Financial Services, LLC | 468 | $217.0K | 0.04% | −10−2.1% | Reduced |
| Meritage Group LP | 453 | $211.0K | 0.01% | +453 | New |
| SYSTM Wealth Solutions LLC | 452 | $210.3K | 0.03% | +452 | New |
| Personal Cfo Solutions, LLC | 449 | $208.9K | 0.04% | −31−6.5% | Reduced |
| My Legacy Advisors, LLC | 368 | $208.8K | 0.09% | +368 | New |
| Valeo Financial Advisors, LLC | 448 | $208.4K | 0.01% | +448 | New |
| Prospera Financial Services Inc | 444 | $206.7K | 0.01% | −118−21.0% | Reduced |
| Wealthspire Advisors, LLC | 444 | $206.5K | 0.00% | +444 | New |
| Comerica Securities,inc. | 444 | $206.5K | 0.01% | −50−10.1% | Reduced |
| Kathmere Capital Management, LLC | 440 | $204.7K | 0.04% | +440 | New |
| Capital Advisors, Ltd. LLC | 437 | $203.0K | 0.04% | −3−0.7% | Reduced |
| Stephens Inc | 435 | $202.3K | 0.00% | −122−21.9% | Reduced |
| Old National Bancorp | 431 | $200.0K | 0.01% | +431 | New |
| Smithfield Trust Co | 417 | $194.0K | 0.01% | −4−1.0% | Reduced |
| Pacer Advisors, Inc. | 414 | $192.6K | 0.00% | −20,765−98.0% | Reduced |
| EverSource Wealth Advisors, LLC | 409 | $190.5K | 0.03% | −98−19.3% | Reduced |
| Penserra Capital Management LLC | 412 | $190.0K | 0.00% | +21+5.4% | Added |
| TD Waterhouse Canada Inc. | 314 | $179.4K | 0.00% | −14−4.3% | Reduced |
| Anchor Investment Management, LLC | 367 | $170.7K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 356 | $165.6K | 0.00% | +12+3.5% | Added |
| Global Retirement Partners, LLC | 356 | $165.6K | 0.01% | −23−6.1% | Reduced |
| Magellan Asset Management Ltd | 354 | $164.7K | 0.00% | −373−51.3% | Reduced |
| IFP Advisors, Inc | 821 | $163.0K | 0.01% | +57+7.5% | Added |
| Belpointe Asset Management LLC | 289 | $134.5K | 0.01% | +16+5.9% | Added |
| JCIC Asset Management Inc. | 280 | $130.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 275 | $128.0K | 0.01% | +21+8.3% | Added |
| Sycomore Asset Management | 273 | $127.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 260 | $120.9K | 0.00% | −2−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 254 | $118.2K | 0.00% | −110−30.2% | Reduced |
| Godsey & Gibb Associates | 250 | $116.3K | 0.02% | +250 | New |
| Veritas Investment Partners (UK) Ltd. | 245 | $114.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 242 | $112.6K | 0.03% | +20+9.0% | Added |
| New Hampshire Trust | 239 | $111.2K | 0.03% | +239 | New |
| Desjardins Global Asset Management Inc. | 238 | $110.0K | 0.02% | +7+3.0% | Added |
| Farther Finance Advisors, LLC | 209 | $97.2K | 0.04% | +209 | New |
| Harbour Investments, Inc. | 207 | $96.3K | 0.01% | +14+7.3% | Added |
| Lindbrook Capital, LLC | 207 | $96.3K | 0.01% | +69+50.0% | Added |
| KB Financial Partners, LLC | 201 | $93.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $93.0K | 0.06% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 188 | $87.0K | 0.07% | −16−7.8% | Reduced |
| Money Concepts Capital Corp | 182 | $84.7K | 0.00% | −9−4.7% | Reduced |
| Allworth Financial LP | 175 | $81.4K | 0.00% | −26−12.9% | Reduced |
| Hantz Financial Services, Inc. | 174 | $81.0K | 0.00% | −16−8.4% | Reduced |
| Harbor Capital Advisors, Inc. | 163 | $75.8K | 0.08% | −20−10.9% | Reduced |
| Resurgent Financial Advisors LLC | 160 | $74.4K | 0.04% | +160 | New |
| Seldon Capital LP | 143 | $66.5K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 139 | $64.7K | 0.01% | +4+3.0% | Added |
| General Partner, Inc. | 138 | $64.2K | 0.06% | +138 | New |
| Grove Bank & Trust | 135 | $63.0K | 0.01% | −454−77.1% | Reduced |
| Riverview Trust Co | 133 | $62.0K | 0.06% | +102+329.0% | Added |
| Glassman Wealth Services | 133 | $61.9K | 0.01% | +19+16.7% | Added |
| Massmutual Trust Co FSB | 125 | $58.0K | 0.00% | +22+21.4% | Added |
| Cullen/Frost Bankers, Inc. | 115 | $53.5K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 114 | $53.2K | 0.00% | +114 | New |
| Parkside Financial Bank & Trust | 113 | $52.6K | 0.02% | +36+46.8% | Added |
| Umb Bank N A | 111 | $51.0K | 0.00% | −225−67.0% | Reduced |
| Barrett & Company, Inc. | 106 | $49.2K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 105 | $49.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 104 | $48.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 104 | $48.4K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $47.0K | 0.00% | +61+152.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $46.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 95 | $44.2K | 0.01% | +42+79.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 94 | $43.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 91 | $43.0K | 0.04% | +5+5.8% | Added |
| Compagnie Lombard Odier SCmA | 93 | $43.0K | 0.00% | +93 | New |
| Private Trust Co NA | 86 | $40.0K | 0.01% | −224−72.3% | Reduced |
| Washington Trust Advisors, Inc. | 85 | $39.5K | 0.00% | −214−71.6% | Reduced |
| Clear Street Markets LLC | 82 | $38.0K | 0.01% | −530−86.6% | Reduced |
| Arlington Partners LLC | 80 | $37.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 80 | $37.2K | 0.00% | +12+17.6% | Added |
| Quent Capital, LLC | 76 | $35.4K | 0.01% | +17+28.8% | Added |
| Cambridge Trust Co | 71 | $33.0K | 0.00% | +5+7.6% | Added |