Institutional Ownership Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI). We have compiled data on the 1,078 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $40.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
3,304
shares
|
$1.96 Million
1.11% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
3,303
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2024
Added 43.48%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
3,278
shares
|
$1.95 Million
0.28% of portfolio
|
Q3 2024
Reduced 23.86%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
3,263
shares
|
$1.94 Million
0.13% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,258
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2024
Added 172.86%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
3,213
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,165
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2023
Reduced 67.46%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
3,153
shares
|
$1.87 Million
0.1% of portfolio
|
Q2 2024
Reduced 12.83%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
3,080
shares
|
$1.83 Million
1.13% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,050
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.61%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,040
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,037
shares
|
$1.8 Million
0.06% of portfolio
|
Q3 2024
Added 3472.94%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,032
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
3,021
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
3,020
shares
|
$1.79 Million
0.7% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 15, 2024 Q3 2024 |
3,017
shares
|
$1.79 Million
1.09% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,985
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Added 72.84%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,953
shares
|
$1.75 Million
0.15% of portfolio
|
Q3 2022
Added 52.85%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
2,942
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
2,889
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2024
Added 39.23%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,866
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2022
Added 12.75%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
2,858
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,858
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2024
Added 36.62%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
2,830
shares
|
$1.68 Million
0.22% of portfolio
|
Q4 2022
Reduced 3.58%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,774
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2024
Added 17.0%
|