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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
616
shares
|
$348,132
0.02% of portfolio
|
Q3 2025
Reduced 9.54%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
616
shares
|
$348,132
0.01% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
609
shares
|
$344,176
0.01% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
607
shares
|
$343,046
0.01% of portfolio
|
Q2 2025
Added 14.53%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
605
shares
|
$341,915
0.0% of portfolio
|
Q3 2025
Reduced 96.75%
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
602
shares
|
$340,220
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
601
shares
|
$339,655
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
600
shares
|
$339,090
0.05% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
598
shares
|
$337,959
0.01% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
597
shares
|
$337,394
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
593
shares
|
$335,133
0.01% of portfolio
|
Q4 2025
Added 6.65%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
592
shares
|
$334,568
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
591
shares
|
$334,003
0.04% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
588
shares
|
$332,308
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
587
shares
|
$331,743
0.15% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Citadel Investment Advisory, Inc.
|
Jan 21, 2026 Q4 2025 |
585
shares
|
$330,612
0.15% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
583
shares
|
$329,482
0.01% of portfolio
|
Q4 2024
Reduced 84.59%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
581
shares
|
$328,352
0.08% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
577
shares
|
$326,091
0.0% of portfolio
|
Q3 2025
Reduced 64.09%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
576
shares
|
$325,526
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
574
shares
|
$324,396
0.07% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
573
shares
|
$323,830
0.05% of portfolio
|
Q3 2025
Reduced 35.33%
|
|
|
Fenimore Asset Management Inc
|
Oct 20, 2025 Q3 2025 |
572
shares
|
$323,265
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
568
shares
|
$321,005
0.02% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
563
shares
|
$318,179
0.04% of portfolio
|
Q3 2025
Added 8.48%
|
|