Institutional Ownership Msci Inc. (MSCI)
This table provides information about the institutional ownership of Msci Inc. (MSCI). We have compiled data on the 1,172 institutions that hold shares in the stock, with a total of 70 Million shares, which have been reported (via 13F filing form) to have a value of $39.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
64
shares
|
$36,169
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
61
shares
|
$34,474
0.0% of portfolio
|
Q3 2022
Added 17.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
61
shares
|
$34,474
0.0% of portfolio
|
Q3 2025
Reduced 43.52%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
60
shares
|
$33,909
0.0% of portfolio
|
Q3 2025
Reduced 90.48%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
60
shares
|
$33,909
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
55
shares
|
$31,083
0.01% of portfolio
|
Q4 2025
Reduced 60.71%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 21, 2026 Q4 2025 |
54
shares
|
$30,518
0.0% of portfolio
|
Q4 2025
Reduced 11.48%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
50
shares
|
$28,257
0.01% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
49
shares
|
$27,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
48
shares
|
$27,127
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
42
shares
|
$23,736
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
41
shares
|
$23,171
0.0% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
38
shares
|
$21,475
0.0% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
38
shares
|
$21,475
0.0% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
38
shares
|
$21,475
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
37
shares
|
$20,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
37
shares
|
$20,910
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
34
shares
|
$19,215
0.01% of portfolio
|
Q3 2023
Added 3.03%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
34
shares
|
$19,215
0.0% of portfolio
|
Q4 2025
Added 3.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
33
shares
|
$18,649
0.0% of portfolio
|
Q4 2025
Reduced 5.71%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
32
shares
|
$18,084
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
32
shares
|
$18,084
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
32
shares
|
$18,084
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
31
shares
|
$17,519
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
30
shares
|
$16,954
0.02% of portfolio
|
Q4 2025
Added 57.89%
|
|