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 |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
419
shares
|
$230,517
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
418
shares
|
$229,966
0.01% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
418
shares
|
$229,966
0.0% of portfolio
|
Q2 2025
Reduced 82.79%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
418
shares
|
$229,966
0.08% of portfolio
|
Q2 2025
Added 9.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
417
shares
|
$229,416
0.01% of portfolio
|
Q4 2022
Reduced 0.95%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
416
shares
|
$228,866
0.01% of portfolio
|
Q2 2025
Reduced 65.93%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
412
shares
|
$226,665
0.02% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
412
shares
|
$226,665
0.0% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
410
shares
|
$225,565
0.03% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
410
shares
|
$225,565
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
409
shares
|
$225,015
0.03% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
408
shares
|
$224,465
0.02% of portfolio
|
Q4 2024
Reduced 20.78%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
401
shares
|
$220,614
0.02% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
400
shares
|
$220,064
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
399
shares
|
$219,513
0.05% of portfolio
|
Q2 2025
Reduced 47.36%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
399
shares
|
$219,513
0.0% of portfolio
|
Q2 2025
Reduced 51.75%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
398
shares
|
$218,963
0.01% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
398
shares
|
$218,963
0.06% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
397
shares
|
$218,413
0.09% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
396
shares
|
$217,863
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
395
shares
|
$217,313
0.02% of portfolio
|
Q2 2025
Reduced 66.44%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
395
shares
|
$217,313
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
390
shares
|
$214,562
0.01% of portfolio
|
Q2 2020
Reduced 36.07%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
389
shares
|
$214,012
0.16% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
382
shares
|
$210,161
0.11% of portfolio
|
Q3 2024
New holding
|