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 |
|---|---|---|---|---|---|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
226
shares
|
$124,336
0.07% of portfolio
|
Q1 2025
Added 96.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
212
shares
|
$116,633
0.0% of portfolio
|
Q2 2025
Added 25.44%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
206
shares
|
$113,332
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstream Capital Management LTD
|
Aug 14, 2025 Q2 2025 |
195
shares
|
$107,281
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
195
shares
|
$107,281
0.07% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
182
shares
|
$100,129
0.01% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
178
shares
|
$97,928
0.0% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
178
shares
|
$97,928
0.0% of portfolio
|
Q2 2025
Reduced 16.04%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
177
shares
|
$97,378
0.03% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
176
shares
|
$96,828
0.05% of portfolio
|
Q2 2022
Reduced 14.15%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
172
shares
|
$94,627
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Jul 24, 2025 Q2 2025 |
169
shares
|
$92,977
0.1% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
169
shares
|
$92,977
0.05% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
168
shares
|
$92,426
0.01% of portfolio
|
Q2 2025
Added 663.64%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
166
shares
|
$91,326
0.17% of portfolio
|
Q3 2022
Reduced 7.78%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
165
shares
|
$90,776
0.03% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
153
shares
|
$84,174
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
153
shares
|
$84,174
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
149
shares
|
$81,973
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
145
shares
|
$79,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
138
shares
|
$75,922
0.0% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
134
shares
|
$73,721
0.01% of portfolio
|
Q3 2022
Added 605.26%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
134
shares
|
$73,721
0.0% of portfolio
|
Q2 2025
Reduced 90.87%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
130
shares
|
$71,520
0.06% of portfolio
|
Q3 2024
Added 51.16%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
128
shares
|
$70,420
0.01% of portfolio
|
Q1 2025
Added 13.27%
|