Institutional Ownership Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI). We have compiled data on the 1,211 institutions that hold shares in the stock, with a total of 72.2 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,884
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
1,883
shares
|
$1.04 Million
0.18% of portfolio
|
Q2 2023
Reduced 0.79%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
1,872
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
1,870
shares
|
$1.03 Million
0.16% of portfolio
|
Q1 2025
Added 28.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
1,842
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 173.29%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,826
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 19.97%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,819
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.22%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
1,797
shares
|
$988,637
0.07% of portfolio
|
Q3 2024
Reduced 38.82%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,795
shares
|
$987,537
0.05% of portfolio
|
Q2 2025
Reduced 55.74%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
1,793
shares
|
$986,436
0.26% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,779
shares
|
$978,734
0.05% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
1,777
shares
|
$977,634
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,750
shares
|
$962,780
0.04% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,732
shares
|
$952,877
0.05% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
1,724
shares
|
$948,475
0.11% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
1,715
shares
|
$943,524
0.08% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
1,707
shares
|
$939,123
0.02% of portfolio
|
Q2 2025
Reduced 29.11%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
1,702
shares
|
$936,372
0.37% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
1,700
shares
|
$935,272
0.01% of portfolio
|
Q2 2025
Added 102.14%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,700
shares
|
$935,272
0.38% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,691
shares
|
$930,320
0.11% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
1,685
shares
|
$927,019
0.06% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
1,680
shares
|
$924,268
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
1,667
shares
|
$917,116
0.68% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
1,663
shares
|
$914,916
0.0% of portfolio
|
Q2 2025
Reduced 93.64%
|