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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
466
shares
|
$276,361
0.03% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
464
shares
|
$275,175
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
463
shares
|
$274,582
0.06% of portfolio
|
Q3 2024
Reduced 18.34%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
461
shares
|
$273,396
0.03% of portfolio
|
Q4 2024
Added 20.68%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
459
shares
|
$272,209
0.01% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
458
shares
|
$271,616
0.04% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
456
shares
|
$270,430
0.27% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
452
shares
|
$268,058
0.0% of portfolio
|
Q3 2024
Reduced 71.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
452
shares
|
$268,058
0.01% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 12, 2024 Q3 2024 |
451
shares
|
$267,465
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
449
shares
|
$266,279
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
449
shares
|
$266,279
0.01% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
449
shares
|
$266,279
0.1% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
445
shares
|
$263,907
0.1% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
442
shares
|
$262,128
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
442
shares
|
$262,128
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
441
shares
|
$261,535
0.01% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
437
shares
|
$259,162
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
428
shares
|
$253,825
0.08% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
426
shares
|
$252,639
0.02% of portfolio
|
Q4 2024
Reduced 77.17%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
424
shares
|
$251,453
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
422
shares
|
$250,267
0.04% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
419
shares
|
$248,487
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
418
shares
|
$247,894
0.01% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
417
shares
|
$247,301
0.02% of portfolio
|
Q3 2024
New holding
|