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 |
|---|---|---|---|---|---|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
689
shares
|
$389,388
0.07% of portfolio
|
Q2 2024
Reduced 7.64%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
686
shares
|
$387,692
0.05% of portfolio
|
Q2 2025
Added 34.77%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
685
shares
|
$387,127
0.27% of portfolio
|
Q4 2025
Added 1.63%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
685
shares
|
$387,127
0.04% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Guinness Asset Management LTD
London, X0 |
Nov 05, 2025 Q3 2025 |
677
shares
|
$382,606
0.01% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
674
shares
|
$380,911
0.0% of portfolio
|
Q3 2024
Added 33600.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
672
shares
|
$379,780
0.0% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
671
shares
|
$379,215
0.0% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
669
shares
|
$378,085
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
663
shares
|
$374,694
0.08% of portfolio
|
Q4 2025
Added 1.84%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
658
shares
|
$371,868
0.01% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
658
shares
|
$371,868
0.09% of portfolio
|
Q3 2025
Reduced 32.3%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
654
shares
|
$369,608
0.01% of portfolio
|
Q3 2025
Added 18.69%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
650
shares
|
$367,347
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
648
shares
|
$366,217
0.0% of portfolio
|
Q3 2025
Reduced 97.82%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
646
shares
|
$365,086
0.42% of portfolio
|
Q3 2025
Reduced 50.04%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
645
shares
|
$364,521
0.03% of portfolio
|
Q3 2025
Added 31.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
641
shares
|
$362,261
0.01% of portfolio
|
Q4 2025
Added 5.43%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
639
shares
|
$361,130
0.01% of portfolio
|
Q3 2025
Reduced 15.03%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
633
shares
|
$357,739
0.08% of portfolio
|
Q4 2023
Reduced 7.32%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
633
shares
|
$357,739
0.03% of portfolio
|
Q3 2025
Reduced 30.97%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
629
shares
|
$355,479
0.0% of portfolio
|
Q3 2025
Reduced 47.23%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
622
shares
|
$351,523
0.02% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
621
shares
|
$350,958
0.01% of portfolio
|
Q3 2025
Reduced 13.87%
|
|
|
Bourgeon Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
618
shares
|
$349,262
0.06% of portfolio
|
Q2 2025
New holding
|
|