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 |
|---|---|---|---|---|---|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
593
shares
|
$326,244
0.22% of portfolio
|
Q2 2025
Reduced 30.89%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
591
shares
|
$325,144
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
587
shares
|
$322,943
0.08% of portfolio
|
Q2 2025
Reduced 22.05%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
583
shares
|
$320,743
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
583
shares
|
$320,743
0.01% of portfolio
|
Q4 2024
Reduced 84.59%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
582
shares
|
$320,193
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Citadel Investment Advisory, Inc.
|
Aug 05, 2025 Q2 2025 |
580
shares
|
$319,092
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
577
shares
|
$317,442
0.0% of portfolio
|
Q2 2025
Reduced 39.26%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
576
shares
|
$316,892
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fenimore Asset Management Inc
|
Jul 22, 2025 Q2 2025 |
572
shares
|
$314,691
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
570
shares
|
$313,591
0.03% of portfolio
|
Q2 2025
Reduced 19.26%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
568
shares
|
$312,490
0.17% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
563
shares
|
$309,740
0.04% of portfolio
|
Q2 2025
Reduced 55.1%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
561
shares
|
$308,639
0.35% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
560
shares
|
$308,089
0.04% of portfolio
|
Q2 2025
Reduced 13.45%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
557
shares
|
$306,439
0.01% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
556
shares
|
$305,888
0.02% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
555
shares
|
$305,338
0.0% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
552
shares
|
$303,688
0.01% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
551
shares
|
$303,138
0.01% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
550
shares
|
$302,588
0.01% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
546
shares
|
$300,387
0.02% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
546
shares
|
$300,387
0.13% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
543
shares
|
$298,736
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
540
shares
|
$297,086
0.0% of portfolio
|
Q2 2025
Added 60.71%
|