Institutional Ownership Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI). We have compiled data on the 1,104 institutions that hold shares in the stock, with a total of 68.9 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
3,462
shares
|
$2.02 Million
0.8% of portfolio
|
Q4 2024
Added 14.64%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
3,446
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
3,401
shares
|
$1.98 Million
0.04% of portfolio
|
Q3 2024
Added 66.39%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,392
shares
|
$1.98 Million
0.2% of portfolio
|
Q3 2024
Added 30.36%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
3,325
shares
|
$1.94 Million
1.16% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
3,268
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,263
shares
|
$1.9 Million
0.14% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
3,258
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Added 172.86%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
3,231
shares
|
$1.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,215
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2024
Added 57.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,165
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2023
Reduced 67.46%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
3,153
shares
|
$1.84 Million
0.1% of portfolio
|
Q2 2024
Reduced 12.83%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,121
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
3,109
shares
|
$1.81 Million
0.06% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Nov 13, 2024 Q3 2024 |
3,080
shares
|
$1.79 Million
1.13% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,050
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 50.61%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,040
shares
|
$1.77 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,032
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
3,021
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
3,017
shares
|
$1.76 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,992
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Added 76.31%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,985
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2024
Added 72.84%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
2,953
shares
|
$1.72 Million
0.15% of portfolio
|
Q3 2022
Added 52.85%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
2,942
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
2,866
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2022
Added 12.75%
|