MSCI (MSCI) Institutional Ownership

$505.33
+7.82 (+1.57%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for MSCI (NYSE:MSCI)

Current
Institutional Ownership
Percentage
89.97%
Number of
Institutional Buyers
(last 12 months)
505
Total
Institutional Inflows
(last 12 months)
$5.13B
Number of
Institutional Sellers
(last 12 months)
392
Total
Institutional Outflows
(last 12 months)
$3.72B
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MSCI Institutional Buying and Selling by Quarter

MSCI Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Plato Investment Management Ltd4,187$2.35M0.2%+1,651.9%0.005%
5/17/2024 iA Global Asset Management Inc.16,737$9.38M0.1%-3.3%0.021%
5/17/2024 LBP AM SA1,388$778K0.0%N/A0.002%
5/17/2024 Comerica Bank24,206$13.57M0.1%+4.0%0.031%
5/17/2024 Castleark Management LLC29,169$16.35M0.7%-1.3%0.037%
5/17/2024 Tidal Investments LLC4,812$2.70M0.0%+80.8%0.006%
5/17/2024 Motley Fool Asset Management LLC17,625$9.88M0.6%-3.7%0.022%
5/16/2024 California State Teachers Retirement System124,067$69.53M0.1%+0.5%0.157%
5/16/2024 B. Riley Wealth Advisors Inc.799$410K0.0%+85.4%0.001%
5/16/2024 Vancity Investment Management Ltd20,641$11.57M1.4%+60.2%0.026%
5/16/2024 Grandeur Peak Global Advisors LLC919$515K0.0%-34.5%0.001%
5/16/2024 Fairbanks Capital Management Inc.2,840$1.59M1.1%-1.6%0.004%
5/16/2024 2Xideas AG18,779$10.53M1.3%-11.0%0.024%
5/16/2024 Jacobs Levy Equity Management Inc.23,366$13.10M0.1%+1.6%0.029%
5/16/2024 Janus Henderson Group PLC9,848$5.52M0.0%-7.5%0.012%
5/16/2024 Bayesian Capital Management LP9,713$5.44M0.5%N/A0.012%
5/15/2024 SVB Wealth LLC731$410K0.0%-4.4%0.001%
5/15/2024 Public Employees Retirement System of Ohio35,817$20.07M0.1%-9.5%0.045%
5/15/2024 London & Capital Asset Management Ltd28,744$16.11M1.2%+7.9%0.036%
5/15/2024 Public Employees Retirement Association of Colorado252,701$141.63M0.6%-0.4%0.319%
5/15/2024 Bamco Inc. NY2,254,035$1.26B3.4%-1.1%2.845%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund2,610$1.46M0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems6,006$3.37M0.1%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD581,558$325.94M0.0%+18.8%0.734%
5/15/2024 BOKF NA4,329$2.40M0.0%+1.2%0.005%
5/15/2024 Totem Point Management LLC17,372$9.74M10.7%+5.4%0.022%
5/15/2024 Lazard Asset Management LLC15,959$8.94M0.0%+5.4%0.020%
5/15/2024 Quantum Capital Management LLC NJ33,338$18.68M2.0%+8.2%0.042%
5/15/2024 Quadrature Capital Ltd26,818$15.03M0.3%N/A0.034%
5/15/2024 Gamco Investors INC. ET AL4,618$2.59M0.0%-1.5%0.006%
5/14/2024 Canada Pension Plan Investment Board79,703$44.67M0.0%+68.3%0.101%
5/14/2024 Capital World Investors188,844$105.84M0.0%-71.2%0.238%
5/14/2024 Capital Research Global Investors1,503,771$842.79M0.2%-29.4%1.898%
5/14/2024 Capital International Sarl4,685$2.63M0.1%-27.6%0.006%
5/14/2024 Toronto Dominion Bank44,620$25.01M0.0%+1.7%0.056%
5/14/2024 Capital International Inc. CA 35,997$20.18M0.3%-4.9%0.045%
5/14/2024 Capital International Investors1,734,519$972.11M0.2%+0.5%2.189%
5/14/2024 Capital Group Private Client Services Inc.103,952$58.26M0.6%-2.9%0.131%
5/14/2024 Capital Group Investment Management PTE. LTD.2,553$1.43M0.3%-81.9%0.003%
5/14/2024 Axxcess Wealth Management LLC14,105$7.91M0.2%+0.9%0.018%
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5/14/2024 Wellington Wealth Strategies LLC.1,861$1.04M0.5%-31.9%0.002%
5/14/2024 CreativeOne Wealth LLC3,858$2.16M0.1%+17.7%0.005%
5/14/2024 EntryPoint Capital LLC221$124K0.1%+11.1%0.000%
5/14/2024 Vident Advisory LLC9,353$5.24M0.1%-9.5%0.012%
5/14/2024 LGT Group Foundation9,698$5.44M0.1%N/A0.012%
5/14/2024 Shell Asset Management Co.1,706$956K0.0%-87.3%0.002%
5/14/2024 Crewe Advisors LLC60$34K0.0%N/A0.000%
5/14/2024 Ossiam12,686$7.11M0.1%-71.2%0.016%
5/14/2024 Natixis Investment Managers International2,537$1.42M0.1%+9.6%0.003%
5/14/2024 Meritage Group LP379$212K0.0%-19.2%0.000%
5/14/2024 Natixis8,028$4.50M0.0%+24.3%0.010%
5/14/2024 Pitcairn Co.951$533K0.0%+5.9%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund19,396$10.87M0.0%+149,100.0%0.024%
5/14/2024 CANADA LIFE ASSURANCE Co43,550$24.41M0.0%-31.0%0.055%
5/14/2024 American International Group Inc.22,444$12.58M0.0%-0.9%0.028%
5/14/2024 National Bank of Canada FI39,584$22.19M0.0%-29.1%0.050%
5/14/2024 RB Capital Management LLC1,698$952K0.3%+1.6%0.002%
5/14/2024 Lake Street Advisors Group LLC438$245K0.0%N/A0.001%
5/13/2024 Bessemer Group Inc.3,035$1.70M0.0%-40.1%0.004%
5/13/2024 UniSuper Management Pty Ltd2,698$1.51M0.0%+269.1%0.003%
5/13/2024 Clearbridge Investments LLC7,086$3.97M0.0%+0.5%0.009%
5/13/2024 Seven Eight Capital LP1,159$650K0.1%+52.9%0.001%
5/13/2024 Texas Capital Bank Wealth Management Services Inc13,012$7.29M0.8%+1,677.6%0.016%
5/13/2024 Texas Capital Bancshares Inc TX1,530$857K0.4%N/A0.002%
5/13/2024 O Shaughnessy Asset Management LLC14,721$8.25M0.1%+6.3%0.019%
5/13/2024 Ameritas Investment Partners Inc.855$479K0.0%-2.7%0.001%
5/11/2024 Covestor Ltd176$99K0.1%+388.9%0.000%
5/11/2024 Cynosure Group LLC655$367K0.1%N/A0.001%
5/11/2024 Edgestream Partners L.P.5,614$3.15M0.2%+455.8%0.007%
5/10/2024 Ontario Teachers Pension Plan Board968$543K0.0%-41.7%0.001%
5/10/2024 Acadian Asset Management LLC4,970$2.78M0.0%-4.5%0.006%
5/10/2024 Bristol Gate Capital Partners Inc.151,798$85.08M4.0%-0.5%0.192%
5/10/2024 TIAA Trust National Association378$212K0.0%N/A0.000%
5/10/2024 Vanguard Group Inc.8,719,381$4.89B0.1%+0.4%11.007%
5/10/2024 Cornerstone Advisors LLC6,100$3.42M0.1%-3.2%0.008%
5/10/2024 Westfield Capital Management Co. LP150,518$84.36M0.4%+1.6%0.190%
5/10/2024 Intech Investment Management LLC5,306$2.97M0.0%+302.6%0.007%
5/10/2024 Garrison Asset Management LLC3,535$1.98M1.0%-0.6%0.004%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp68,237$38.10M0.1%-4.9%0.086%
5/10/2024 First Foundation Advisors5,148$2.89M0.1%+8.1%0.006%
5/10/2024 Banco Santander S.A.1,923$1.08M0.0%-64.1%0.002%
5/10/2024 Motco284$159K0.0%N/A0.000%
5/10/2024 Cumberland Partners Ltd2,250$1.26M0.1%-48.1%0.003%
5/9/2024 Trillium Asset Management LLC40,897$22.92M0.6%+0.5%0.052%
5/9/2024 ProVise Management Group LLC2,234$1.25M0.1%-1.3%0.003%
5/9/2024 Blair William & Co. IL1,321$741K0.0%-12.6%0.002%
5/9/2024 Orion Portfolio Solutions LLC30,344$17.01M0.2%-2.6%0.038%
5/9/2024 SageView Advisory Group LLC6,382$3.58M0.2%+670.8%0.008%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.91,363$51.20M0.1%+19.8%0.115%
5/9/2024 Tradewinds LLC.2,731$1.55M1.3%N/A0.003%
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5/9/2024 Texas Yale Capital Corp.28,431$15.93M0.7%+0.7%0.036%
5/9/2024 State Board of Administration of Florida Retirement System88,097$49.31M0.1%+9.6%0.111%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.30,456$17.07M0.0%+313.9%0.038%
5/8/2024 Entropy Technologies LP6,017$3.37M0.4%+74.0%0.008%
5/8/2024 Edmond DE Rothschild Holding S.A.1,792$1.00M0.0%-24.5%0.002%
5/8/2024 Motley Fool Asset Management LLC17,591$9.86M0.3%-3.9%0.022%
5/8/2024 Bleakley Financial Group LLC2,427$1.36M0.0%+3.7%0.003%
5/8/2024 ProShare Advisors LLC16,447$9.22M0.0%-6.0%0.021%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,363$9.73M0.1%+0.2%0.022%
5/8/2024 US Bancorp DE5,570$3.12M0.0%+6.5%0.007%
(Data available from 1/1/2016 forward)

MSCI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSCI shares?

During the previous two years, 903 institutional investors and hedge funds held shares of MSCI. The most heavily invested institutionals were Vanguard Group Inc. ($4.89B), BlackRock Inc. ($3.09B), State Street Corp ($1.51B), Massachusetts Financial Services Co. MA ($1.35B), Bamco Inc. NY ($1.26B), Alliancebernstein L.P. ($1.11B), and Triasima Portfolio Management inc. ($1.06B).Learn more on MSCI's institutional investors.

What percentage of MSCI stock is owned by institutional investors?

89.97% of MSCI stock is owned by institutional investors. Learn more on MSCI's institutional investor holdings.

Which institutional investors have been buying MSCI stock?

Of the 761 institutional investors that purchased MSCI stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop Rock Capital L.P. ($3.90M), Price T Rowe Associates Inc. MD ($2.48M), Alliancebernstein L.P. ($1.59M), Norges Bank ($877.82K), Bank Julius Baer & Co. Ltd Zurich ($862.22K), Impax Asset Management Group plc ($592.15K), and Los Angeles Capital Management LLC ($458.64K).

How much institutional buying is happening at MSCI?

Institutional investors have bought a total of 24,346,796 shares in the last 24 months. This purchase volume represents approximately $11.61B in transactions.

Which MSCI major shareholders have been selling company stock?

Of the 563 institutional investors that sold MSCI stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($1.70M), Pacer Advisors Inc. ($1.08M), Capital World Investors ($770.18K), Fiera Capital Corp ($736.96K), Capital Research Global Investors ($677.75K), Durable Capital Partners LP ($551.84K), and JPMorgan Chase & Co. ($488.60K).

How much institutional selling is happening at MSCI?

Institutional investors have sold a total of 16,030,058 shares in the last 24 months. This volume of shares sold represents approximately $7.74B in transactions.


This page (NYSE:MSCI) was last updated on 5/18/2024 by MarketBeat.com Staff

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