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 |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
547
shares
|
$324,398
0.01% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 18, 2024 Q3 2024 |
545
shares
|
$323,212
0.01% of portfolio
|
Q3 2024
Added 122.45%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 30, 2025 Q4 2024 |
536
shares
|
$317,874
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
531
shares
|
$314,909
0.02% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
530
shares
|
$314,316
0.01% of portfolio
|
Q1 2023
Reduced 5.19%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
530
shares
|
$314,316
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
527
shares
|
$312,537
0.08% of portfolio
|
Q3 2024
Added 20.59%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
524
shares
|
$310,758
0.04% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
521
shares
|
$308,979
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
516
shares
|
$306,013
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
515
shares
|
$305,420
0.02% of portfolio
|
Q4 2023
Reduced 12.27%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
509
shares
|
$301,862
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
507
shares
|
$300,676
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
507
shares
|
$300,676
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
505
shares
|
$299,490
0.09% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
503
shares
|
$298,304
0.0% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Ibex Investors LLC
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$296,525
0.72% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
496
shares
|
$294,152
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
492
shares
|
$291,780
0.02% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
489
shares
|
$290,001
0.01% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
485
shares
|
$287,629
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
477
shares
|
$282,884
0.03% of portfolio
|
Q3 2024
Reduced 77.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
476
shares
|
$282,291
0.0% of portfolio
|
Q3 2024
Added 42.51%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
473
shares
|
$280,512
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
469
shares
|
$278,140
0.0% of portfolio
|
Q3 2024
New holding
|