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 |
|---|---|---|---|---|---|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
20
shares
|
$11,003
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
19
shares
|
$10,453
0.0% of portfolio
|
Q4 2024
Added 26.67%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19
shares
|
$10,453
0.0% of portfolio
|
Q2 2023
Reduced 17.39%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
19
shares
|
$10,453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
19
shares
|
$10,453
0.0% of portfolio
|
Q3 2023
Added 58.33%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
18
shares
|
$9,902
0.0% of portfolio
|
Q2 2025
Reduced 78.05%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17
shares
|
$9,352
0.0% of portfolio
|
Q2 2024
Added 142.86%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
16
shares
|
$8,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
16
shares
|
$8,802
0.0% of portfolio
|
Q2 2025
Reduced 51.52%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
15
shares
|
$8,252
0.0% of portfolio
|
Q1 2022
Reduced 51.61%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
15
shares
|
$8,252
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
15
shares
|
$8,252
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
14
shares
|
$7,702
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
14
shares
|
$7,702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
14
shares
|
$7,702
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
14
shares
|
$7,702
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
13
shares
|
$7,152
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
12
shares
|
$6,601
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
12
shares
|
$6,601
0.0% of portfolio
|
Q2 2025
Reduced 95.24%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
12
shares
|
$6,601
0.01% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
12
shares
|
$6,601
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
12
shares
|
$6,601
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
11
shares
|
$6,051
0.0% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
11
shares
|
$6,051
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
11
shares
|
$6,051
0.0% of portfolio
|
Q2 2025
Added 83.33%
|