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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17
shares
|
$9,607
0.0% of portfolio
|
Q2 2024
Added 142.86%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
17
shares
|
$9,607
0.0% of portfolio
|
Q3 2025
Reduced 10.53%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
16
shares
|
$9,042
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
16
shares
|
$9,042
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
16
shares
|
$9,042
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
15
shares
|
$8,477
0.0% of portfolio
|
Q4 2025
Added 50.0%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
15
shares
|
$8,477
0.0% of portfolio
|
Q1 2022
Reduced 51.61%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
15
shares
|
$8,477
0.0% of portfolio
|
Q4 2025
Added 50.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
15
shares
|
$8,477
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
15
shares
|
$8,477
0.0% of portfolio
|
Q4 2025
Reduced 11.76%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
15
shares
|
$8,477
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
15
shares
|
$8,477
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
15
shares
|
$8,477
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
15
shares
|
$8,477
0.0% of portfolio
|
Q3 2025
Added 36.36%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
14
shares
|
$7,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
14
shares
|
$7,912
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
14
shares
|
$7,912
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13
shares
|
$7,346
0.0% of portfolio
|
Q3 2025
Reduced 98.71%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
13
shares
|
$7,346
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
12
shares
|
$6,781
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
12
shares
|
$6,781
0.0% of portfolio
|
Q3 2025
Added 71.43%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
12
shares
|
$6,781
0.0% of portfolio
|
Q4 2025
Added 500.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
12
shares
|
$6,781
0.01% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
12
shares
|
$6,781
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
12
shares
|
$6,781
0.0% of portfolio
|
Q2 2025
New holding
|
|