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 |
|---|---|---|---|---|---|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
216
shares
|
$122,072
0.08% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
207
shares
|
$116,986
0.02% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
199
shares
|
$112,464
0.0% of portfolio
|
Q3 2025
Reduced 47.21%
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
195
shares
|
$110,204
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
193
shares
|
$109,073
0.07% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
188
shares
|
$106,248
0.01% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
185
shares
|
$104,552
0.01% of portfolio
|
Q3 2025
Added 50.41%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
177
shares
|
$100,031
0.03% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
176
shares
|
$99,466
0.05% of portfolio
|
Q2 2022
Reduced 14.15%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
172
shares
|
$97,205
0.24% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
168
shares
|
$94,945
0.01% of portfolio
|
Q2 2025
Added 663.64%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
166
shares
|
$93,814
0.17% of portfolio
|
Q3 2022
Reduced 7.78%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
162
shares
|
$91,554
0.05% of portfolio
|
Q3 2025
Added 36.13%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
154
shares
|
$87,033
0.0% of portfolio
|
Q4 2025
Reduced 0.65%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
150
shares
|
$84,772
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
149
shares
|
$84,207
0.01% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
145
shares
|
$81,946
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
144
shares
|
$81,381
0.01% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
142
shares
|
$80,251
0.0% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
141
shares
|
$79,686
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
134
shares
|
$75,730
0.01% of portfolio
|
Q3 2022
Added 605.26%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
133
shares
|
$75,164
0.03% of portfolio
|
Q3 2025
Added 155.77%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
125
shares
|
$70,643
0.01% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
123
shares
|
$69,513
0.06% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
117
shares
|
$66,122
0.01% of portfolio
|
Q2 2022
Reduced 91.9%
|
|