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 |
|---|---|---|---|---|---|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
195
shares
|
$115,644
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
176
shares
|
$104,376
0.05% of portfolio
|
Q2 2022
Reduced 14.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
175
shares
|
$103,783
0.05% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
172
shares
|
$102,004
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
171
shares
|
$101,411
0.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
170
shares
|
$100,818
0.03% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
166
shares
|
$98,446
0.17% of portfolio
|
Q3 2022
Reduced 7.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
166
shares
|
$98,446
0.01% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
165
shares
|
$97,853
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
162
shares
|
$96,074
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
161
shares
|
$95,481
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
157
shares
|
$93,108
0.08% of portfolio
|
Q3 2024
Added 53.92%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
153
shares
|
$90,736
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
145
shares
|
$85,992
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
137
shares
|
$81,247
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
135
shares
|
$80,061
0.0% of portfolio
|
Q3 2024
Added 39.18%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
134
shares
|
$79,468
0.01% of portfolio
|
Q3 2022
Added 605.26%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
130
shares
|
$77,096
0.07% of portfolio
|
Q3 2024
Added 51.16%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
130
shares
|
$77,096
0.03% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
126
shares
|
$74,724
0.0% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
117
shares
|
$69,386
0.01% of portfolio
|
Q2 2022
Reduced 91.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
114
shares
|
$67,607
0.01% of portfolio
|
Q3 2024
Reduced 78.57%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
111
shares
|
$65,828
0.01% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
107
shares
|
$63,456
0.0% of portfolio
|
Q3 2024
Added 32.1%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
106
shares
|
$62,863
0.02% of portfolio
|
Q4 2024
Reduced 29.8%
|