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 |
|---|---|---|---|---|---|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
560
shares
|
$316,484
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
557
shares
|
$314,788
0.08% of portfolio
|
Q3 2025
Reduced 30.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
551
shares
|
$311,397
0.01% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
546
shares
|
$308,571
0.02% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
546
shares
|
$308,571
0.03% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
545
shares
|
$308,006
0.12% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
532
shares
|
$300,659
0.02% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
531
shares
|
$300,094
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
529
shares
|
$298,964
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
526
shares
|
$297,268
0.01% of portfolio
|
Q3 2025
Added 17.41%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
523
shares
|
$295,573
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
515
shares
|
$291,052
0.01% of portfolio
|
Q3 2025
Added 37.33%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
509
shares
|
$287,661
0.01% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
509
shares
|
$287,661
0.12% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
507
shares
|
$286,531
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
506
shares
|
$285,965
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
506
shares
|
$285,965
0.01% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
506
shares
|
$285,965
0.05% of portfolio
|
Q3 2025
Reduced 50.39%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
502
shares
|
$283,705
0.05% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
501
shares
|
$283,140
0.08% of portfolio
|
Q4 2025
Reduced 19.97%
|
|
|
Washington Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
500
shares
|
$282,575
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
500
shares
|
$282,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
500
shares
|
$282,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
499
shares
|
$282,009
0.02% of portfolio
|
Q2 2025
Added 10.64%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
491
shares
|
$277,488
0.02% of portfolio
|
Q3 2025
Reduced 66.71%
|
|