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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
533
shares
|
$293,235
0.02% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
532
shares
|
$292,685
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
521
shares
|
$286,633
0.01% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
520
shares
|
$286,083
0.01% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
519
shares
|
$285,533
0.04% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
518
shares
|
$284,982
0.0% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
517
shares
|
$284,432
0.02% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
515
shares
|
$283,332
0.02% of portfolio
|
Q2 2025
Added 39.57%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
513
shares
|
$282,232
0.04% of portfolio
|
Q2 2025
Added 16.86%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
507
shares
|
$278,931
0.03% of portfolio
|
Q2 2025
Reduced 44.95%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
507
shares
|
$278,931
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
507
shares
|
$278,931
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
505
shares
|
$277,830
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
502
shares
|
$276,180
0.08% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Washington Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
500
shares
|
$275,080
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
499
shares
|
$274,529
0.03% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
497
shares
|
$273,429
0.07% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
493
shares
|
$271,228
0.06% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
492
shares
|
$270,678
0.01% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
491
shares
|
$270,128
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
488
shares
|
$268,478
0.01% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Baldwin Brothers LLC
|
Jul 24, 2025 Q2 2025 |
487
shares
|
$267,927
0.02% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
486
shares
|
$267,377
0.14% of portfolio
|
Q2 2025
Reduced 37.61%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
485
shares
|
$266,827
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
484
shares
|
$266,277
0.02% of portfolio
|
Q2 2025
New holding
|