Institutional Ownership Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI). We have compiled data on the 1,176 institutions that hold shares in the stock, with a total of 70.2 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 |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
1,797
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 38.82%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
1,793
shares
|
$1.01 Million
0.26% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
1,769
shares
|
$999,750
0.11% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
1,767
shares
|
$998,620
0.13% of portfolio
|
Q4 2024
Added 22.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
1,759
shares
|
$994,098
0.0% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,744
shares
|
$985,621
0.11% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,738
shares
|
$982,230
0.02% of portfolio
|
Q3 2025
Reduced 61.22%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
1,732
shares
|
$978,839
0.05% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,732
shares
|
$978,839
0.33% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
1,728
shares
|
$976,579
0.37% of portfolio
|
Q4 2025
Reduced 3.14%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
1,710
shares
|
$966,406
0.08% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
1,702
shares
|
$961,885
0.37% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
1,693
shares
|
$956,798
0.01% of portfolio
|
Q3 2025
Reduced 14.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
1,688
shares
|
$953,973
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,682
shares
|
$950,582
0.14% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
1,646
shares
|
$930,236
0.03% of portfolio
|
Q4 2025
Reduced 39.04%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
1,642
shares
|
$927,976
0.44% of portfolio
|
Q4 2023
Added 60.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,640
shares
|
$926,846
0.0% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,620
shares
|
$915,543
0.01% of portfolio
|
Q3 2025
Reduced 95.94%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
1,614
shares
|
$912,152
0.14% of portfolio
|
Q3 2025
Reduced 65.02%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
1,610
shares
|
$909,891
0.07% of portfolio
|
Q4 2025
Reduced 20.45%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
1,600
shares
|
$904,240
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
1,598
shares
|
$903,109
0.21% of portfolio
|
Q4 2024
Added 31.63%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,594
shares
|
$900,849
0.0% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
1,584
shares
|
$895,197
0.37% of portfolio
|
Q1 2025
Reduced 3.41%
|
|