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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
11
shares
|
$6,051
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
11
shares
|
$6,051
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11
shares
|
$6,051
0.01% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
10
shares
|
$5,501
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10
shares
|
$5,501
0.0% of portfolio
|
Q4 2024
Reduced 96.54%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
9
shares
|
$4,951
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
9
shares
|
$4,951
0.0% of portfolio
|
Q1 2022
Reduced 78.05%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
9
shares
|
$4,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
9
shares
|
$4,951
0.0% of portfolio
|
Q2 2025
Added 800.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
9
shares
|
$4,951
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
9
shares
|
$4,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$4,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
8
shares
|
$4,401
0.0% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
7
shares
|
$3,851
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
7
shares
|
$3,851
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
7
shares
|
$3,851
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7
shares
|
$3,851
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7
shares
|
$3,851
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
7
shares
|
$3,851
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
7
shares
|
$3,851
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
7
shares
|
$3,851
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$3,851
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
7
shares
|
$3,851
0.0% of portfolio
|
Q2 2025
Added 600.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
6
shares
|
$3,300
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
6
shares
|
$3,300
0.0% of portfolio
|
Q2 2025
Reduced 70.0%
|