Institutional Ownership Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI). We have compiled data on the 1,112 institutions that hold shares in the stock, with a total of 69.2 Million shares, which have been reported (via 13F filing form) to have a value of $40.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
670
shares
|
$393,611
0.27% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
669
shares
|
$393,024
0.01% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
667
shares
|
$391,849
0.04% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
659
shares
|
$387,149
0.01% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
657
shares
|
$385,974
0.01% of portfolio
|
Q4 2024
Added 54.59%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
650
shares
|
$381,862
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
647
shares
|
$380,099
0.17% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
646
shares
|
$379,512
0.01% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
644
shares
|
$378,337
0.0% of portfolio
|
Q3 2024
Reduced 67.19%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
643
shares
|
$377,749
0.27% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
633
shares
|
$371,874
0.11% of portfolio
|
Q4 2023
Reduced 7.32%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
630
shares
|
$370,112
0.02% of portfolio
|
Q3 2024
Reduced 89.45%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
629
shares
|
$369,524
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
620
shares
|
$364,237
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
617
shares
|
$362,475
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
616
shares
|
$361,887
0.02% of portfolio
|
Q3 2024
Reduced 27.95%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
608
shares
|
$357,187
0.02% of portfolio
|
Q3 2024
Added 24.85%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
603
shares
|
$354,250
0.04% of portfolio
|
Q4 2024
Added 29.4%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
602
shares
|
$353,662
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
601
shares
|
$353,075
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$352,488
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
592
shares
|
$347,788
0.01% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
592
shares
|
$347,788
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
590
shares
|
$346,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
583
shares
|
$342,500
0.01% of portfolio
|
Q4 2024
Added 1.22%
|