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 |
|---|---|---|---|---|---|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
11
shares
|
$6,216
0.0% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
11
shares
|
$6,216
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
11
shares
|
$6,216
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11
shares
|
$6,216
0.01% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
10
shares
|
$5,651
0.0% of portfolio
|
Q4 2025
Added 11.11%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
10
shares
|
$5,651
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
10
shares
|
$5,651
0.0% of portfolio
|
Q4 2024
Reduced 96.54%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10
shares
|
$5,651
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
9
shares
|
$5,086
0.0% of portfolio
|
Q1 2022
Reduced 78.05%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
9
shares
|
$5,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
9
shares
|
$5,086
0.0% of portfolio
|
Q3 2025
Added 28.57%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
9
shares
|
$5,086
0.0% of portfolio
|
Q4 2025
Added 12.5%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
9
shares
|
$5,086
0.0% of portfolio
|
Q4 2025
Added 50.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
9
shares
|
$5,086
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
8
shares
|
$4,521
0.0% of portfolio
|
Q4 2025
Reduced 97.94%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
8
shares
|
$4,521
0.0% of portfolio
|
Q4 2025
Reduced 33.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
8
shares
|
$4,521
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$3,956
0.0% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
7
shares
|
$3,956
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
7
shares
|
$3,956
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7
shares
|
$3,956
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7
shares
|
$3,956
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
7
shares
|
$3,956
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
7
shares
|
$3,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
7
shares
|
$3,956
0.0% of portfolio
|
Q4 2023
New holding
|
|