Institutional Ownership Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI). We have compiled data on the 1,095 institutions that hold shares in the stock, with a total of 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $39.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,098
shares
|
$651,168
0.07% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,094
shares
|
$648,796
0.03% of portfolio
|
Q4 2024
Added 113.67%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
1,087
shares
|
$644,645
0.01% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
1,085
shares
|
$643,459
0.01% of portfolio
|
Q3 2024
Added 52.39%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
1,069
shares
|
$633,970
0.05% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
1,067
shares
|
$632,784
0.02% of portfolio
|
Q4 2024
Added 31.73%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
1,058
shares
|
$627,446
0.1% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,057
shares
|
$626,853
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,055
shares
|
$625,667
0.26% of portfolio
|
Q3 2024
Added 53.79%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
1,054
shares
|
$625,074
0.01% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,044
shares
|
$619,144
0.25% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,031
shares
|
$611,434
0.0% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
1,026
shares
|
$608,469
0.25% of portfolio
|
Q3 2024
Reduced 32.59%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,019
shares
|
$604,317
0.0% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
1,011
shares
|
$599,573
0.03% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
1,008
shares
|
$597,794
0.02% of portfolio
|
Q2 2023
Reduced 53.97%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$593,050
0.1% of portfolio
|
Q2 2019
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
999
shares
|
$592,456
0.01% of portfolio
|
Q2 2024
Reduced 5.58%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
997
shares
|
$591,270
0.0% of portfolio
|
Q3 2024
Reduced 31.52%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
984
shares
|
$583,561
0.08% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
975
shares
|
$578,223
0.01% of portfolio
|
Q3 2024
Added 47.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
972
shares
|
$576,444
0.01% of portfolio
|
Q3 2024
Reduced 60.21%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
965
shares
|
$572,293
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
948
shares
|
$562,211
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
946
shares
|
$561,025
0.0% of portfolio
|
Q3 2024
Added 6.89%
|