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 |
|---|---|---|---|---|---|
|
Legacy Bridge, LLC
|
Jan 23, 2026 Q4 2025 |
4
shares
|
$2,260
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4
shares
|
$2,260
0.0% of portfolio
|
Q3 2025
Reduced 95.6%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
4
shares
|
$2,260
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4
shares
|
$2,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$2,260
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$2,260
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
4
shares
|
$2,260
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
4
shares
|
$2,260
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
4
shares
|
$2,260
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
4
shares
|
$2,260
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
4
shares
|
$2,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
4
shares
|
$2,260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
4
shares
|
$2,260
0.03% of portfolio
|
Q2 2025
Reduced 98.5%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3
shares
|
$1,695
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Hanson & Doremus Investment Management
|
Jan 20, 2026 Q4 2025 |
3
shares
|
$1,695
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
3
shares
|
$1,695
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3
shares
|
$1,695
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
3
shares
|
$1,695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
3
shares
|
$1,695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
3
shares
|
$1,695
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2
shares
|
$1,130
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
2
shares
|
$1,130
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
2
shares
|
$1,130
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2
shares
|
$1,130
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
2
shares
|
$1,130
0.0% of portfolio
|
Q1 2024
Reduced 90.91%
|
|