Institutional Ownership Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI). We have compiled data on the 1,095 institutions that hold shares in the stock, with a total of 67.3 Million shares, which have been reported (via 13F filing form) to have a value of $39.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
620
shares
|
$367,691
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
617
shares
|
$365,911
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
616
shares
|
$365,318
0.02% of portfolio
|
Q3 2024
Reduced 27.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
614
shares
|
$364,132
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
613
shares
|
$363,539
0.13% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
608
shares
|
$360,574
0.02% of portfolio
|
Q3 2024
Added 24.85%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
602
shares
|
$357,016
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
601
shares
|
$356,423
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$355,830
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
592
shares
|
$351,085
0.01% of portfolio
|
Q4 2024
Added 43.0%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
592
shares
|
$351,085
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
590
shares
|
$349,899
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
583
shares
|
$345,748
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
583
shares
|
$345,748
0.01% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
581
shares
|
$344,562
0.02% of portfolio
|
Q3 2024
Reduced 59.34%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
575
shares
|
$341,003
0.01% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
572
shares
|
$339,224
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
566
shares
|
$335,666
0.01% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
564
shares
|
$334,480
0.0% of portfolio
|
Q3 2024
Added 29.95%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
562
shares
|
$333,294
0.14% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
557
shares
|
$330,328
0.04% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
551
shares
|
$326,770
0.09% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
550
shares
|
$326,177
0.0% of portfolio
|
Q4 2024
Added 56.7%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
549
shares
|
$325,584
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
547
shares
|
$324,398
0.01% of portfolio
|
Q3 2024
Added 20.75%
|