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 |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
30
shares
|
$16,954
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
29
shares
|
$16,389
0.0% of portfolio
|
Q3 2025
Added 16.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
29
shares
|
$16,389
0.0% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
28
shares
|
$15,824
0.0% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Pier Capital, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
27
shares
|
$15,259
0.0% of portfolio
|
Q3 2025
Reduced 96.89%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
26
shares
|
$14,693
0.0% of portfolio
|
Q3 2025
Reduced 98.89%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
26
shares
|
$14,693
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
25
shares
|
$14,128
0.0% of portfolio
|
Q4 2025
Added 4.17%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
24
shares
|
$13,563
0.0% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
24
shares
|
$13,563
0.0% of portfolio
|
Q2 2025
Added 2300.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
23
shares
|
$12,998
0.0% of portfolio
|
Q3 2025
Added 64.29%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 22, 2026 Q4 2025 |
22
shares
|
$12,433
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
22
shares
|
$12,433
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
22
shares
|
$12,433
0.0% of portfolio
|
Q3 2025
Reduced 38.89%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
21
shares
|
$11,868
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
21
shares
|
$11,868
0.0% of portfolio
|
Q4 2025
Added 133.33%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
21
shares
|
$11,868
0.01% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
20
shares
|
$11,303
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
20
shares
|
$11,303
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
19
shares
|
$10,737
0.0% of portfolio
|
Q2 2023
Reduced 17.39%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
19
shares
|
$10,737
0.0% of portfolio
|
Q3 2025
Reduced 68.85%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
19
shares
|
$10,737
0.0% of portfolio
|
Q3 2023
Added 58.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
19
shares
|
$10,737
0.0% of portfolio
|
Q4 2025
Reduced 5.0%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
18
shares
|
$10,172
0.0% of portfolio
|
Q3 2025
Reduced 43.75%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
18
shares
|
$10,172
0.0% of portfolio
|
Q2 2025
Reduced 78.05%
|
|