Institutional Ownership Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI). We have compiled data on the 1,101 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 $39.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
20
shares
|
$11,814
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
20
shares
|
$11,814
0.01% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19
shares
|
$11,223
0.0% of portfolio
|
Q2 2023
Reduced 17.39%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
19
shares
|
$11,223
0.0% of portfolio
|
Q3 2023
Added 58.33%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
19
shares
|
$11,223
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
18
shares
|
$10,633
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17
shares
|
$10,042
0.0% of portfolio
|
Q2 2024
Added 142.86%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
17
shares
|
$10,042
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
16
shares
|
$9,451
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
16
shares
|
$9,451
0.0% of portfolio
|
Q3 2024
Added 700.0%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
16
shares
|
$9,451
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
15
shares
|
$8,860
0.0% of portfolio
|
Q1 2022
Reduced 51.61%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
15
shares
|
$8,860
0.0% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
15
shares
|
$8,860
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
15
shares
|
$8,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
14
shares
|
$8,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
14
shares
|
$8,270
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
14
shares
|
$8,270
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
14
shares
|
$8,270
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
13
shares
|
$7,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
12
shares
|
$7,088
0.0% of portfolio
|
Q2 2023
Reduced 8.33%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
12
shares
|
$7,088
0.0% of portfolio
|
Q3 2023
Added 9.09%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
12
shares
|
$7,088
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
11
shares
|
$6,498
0.0% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
11
shares
|
$6,498
0.0% of portfolio
|
Q3 2024
New holding
|