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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
34
shares
|
$18,705
0.0% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
34
shares
|
$18,705
0.01% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
33
shares
|
$18,155
0.0% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
32
shares
|
$17,605
0.0% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
32
shares
|
$17,605
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
32
shares
|
$17,605
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
32
shares
|
$17,605
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
31
shares
|
$17,054
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
30
shares
|
$16,504
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
29
shares
|
$15,954
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
29
shares
|
$15,954
0.0% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
28
shares
|
$15,404
0.0% of portfolio
|
Q1 2025
Added 55.56%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
26
shares
|
$14,304
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$13,754
0.0% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
25
shares
|
$13,754
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
25
shares
|
$13,754
0.0% of portfolio
|
Q2 2025
Added 47.06%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
24
shares
|
$13,203
0.0% of portfolio
|
Q1 2023
Added 242.86%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
24
shares
|
$13,203
0.0% of portfolio
|
Q2 2025
Added 2300.0%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
24
shares
|
$13,203
0.01% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$12,103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
21
shares
|
$11,553
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
21
shares
|
$11,553
0.01% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
20
shares
|
$11,003
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
20
shares
|
$11,003
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
20
shares
|
$11,003
0.0% of portfolio
|
Q4 2023
New holding
|