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MSCI (MSCI) Institutional Ownership

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$556.53 +5.28 (+0.96%)
Closing price 03:59 PM Eastern
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$556.77 +0.24 (+0.04%)
As of 06:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for MSCI (NYSE:MSCI)

Current
Institutional Ownership
Percentage
89.97%
Number of
Institutional Buyers
(last 12 months)
692
Total
Institutional Inflows
(last 12 months)
$6.88B
Number of
Institutional Sellers
(last 12 months)
434
Total
Institutional Outflows
(last 12 months)
$4.65B
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MSCI Institutional Buying and Selling by Quarter

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MSCI Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025CX Institutional447$253K0.0%+13.2%0.001%
4/15/2025Assenagon Asset Management S.A.231,094$130.68M0.2%+32.1%0.298%
4/15/2025MV Capital Management Inc.4,366$2.47M0.3%-0.6%0.006%
4/15/2025Integrated Advisors Network LLC868$491K0.0%+13.6%0.001%
4/15/2025Handelsbanken Fonder AB23,142$13.09M0.1%-3.3%0.030%
4/15/2025SG Americas Securities LLC52,384$29.62M0.1%+16,424.9%0.067%
4/15/2025 GAMMA Investing LLC894$506K0.0%+8.4%0.001%
4/15/2025Signet Financial Management LLC1,332$753K0.1%-3.2%0.002%
4/14/2025Harbor Capital Advisors Inc.1,762$996K0.0%+39.2%0.002%
4/14/2025Pallas Capital Advisors LLC5,424$3.07M0.1%+108.4%0.007%
4/14/2025Farther Finance Advisors LLC695$395K0.0%-6.5%0.001%
4/14/2025City Holding Co.2,763$1.56M0.2%-1.3%0.004%
4/14/2025 Portside Wealth Group LLC7,200$4.07M0.7%-1.8%0.009%
4/14/2025Toth Financial Advisory Corp1,720$973K0.1%+94.6%0.002%
4/14/2025Baldwin Wealth Partners LLC MA490$277K0.0%-95.3%0.001%
4/14/2025Bennett Selby Investments LP2,382$1.35M0.5%+5.4%0.003%
4/14/2025UMB Bank n.a.257$145K0.0%+16.8%0.000%
4/14/2025Sivia Capital Partners LLC870$492K0.2%N/A0.001%
4/11/2025 WealthBridge Investment Counsel Inc.2,957$1.67M0.6%+45.2%0.004%
4/11/2025 Impact Capital Partners LLC382$216K0.1%N/A0.000%
4/11/2025 Procyon Advisors LLC1,955$1.11M0.1%-10.1%0.003%
4/11/2025 Intellectus Partners LLC1,545$873K0.2%-2.9%0.002%
4/11/2025 E. Ohman J or Asset Management AB4,559$2.58M0.1%+6.7%0.006%
4/10/2025 Salvus Wealth Management LLC824$466K0.3%+2.6%0.001%
4/10/2025 Portside Wealth Group LLC7,341$4.41M0.8%-3.6%0.009%
4/10/2025 Alpha Wealth Funds LLC1,450$820K0.8%N/A0.002%
4/10/2025 Peak Financial Advisors LLC5,230$2.96M1.5%N/A0.007%
4/10/2025 Crestmont Private Wealth LLC806$456K0.2%+24.6%0.001%
4/10/2025 Threadgill Financial LLC7,451$4.21M2.3%+480.7%0.010%
4/10/2025 Whipplewood Advisors LLC146$83K0.0%+16.8%0.000%
4/9/2025 Sentry Investment Management LLC226$128K0.1%+96.5%0.000%
4/9/2025 RFG Advisory LLC776$439K0.0%-15.6%0.001%
4/9/2025 Merit Financial Group LLC7,301$4.13M0.1%+144.0%0.009%
4/9/2025 LVW Advisors LLC1,563$884K0.1%+7.1%0.002%
4/9/2025 NBC Securities Inc.1,074$607K0.1%N/A0.001%
4/9/2025 Baker Tilly Wealth Management LLC998$564K0.2%-4.4%0.001%
4/9/2025 American National Bank & Trust92$52K0.0%+9,100.0%0.000%
4/9/2025 Czech National Bank17,835$10.09M0.1%+5.0%0.023%
4/9/2025 Aurora Investment Managers LLC.3,754$2.12M1.3%+0.6%0.005%
4/8/2025 Rhumbline Advisers155,158$87.74M0.1%+4.6%0.200%
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4/8/2025 Global Financial Private Client LLC179$101K0.0%+37.7%0.000%
4/7/2025 GAMMA Investing LLC505,557$285.89M0.1%+61,179.6%0.651%
4/3/2025 Versant Capital Management Inc89$50K0.0%+147.2%0.000%
4/3/2025 First Hawaiian Bank2,022$1.14M0.1%-37.4%0.003%
4/1/2025 MassMutual Private Wealth & Trust FSB296$167K0.0%+35.2%0.000%
3/21/2025Fairtree Asset Management Pty Ltd1,193$716K0.7%N/A0.002%
3/19/2025DSG Capital Advisors LLC576$346K0.1%N/A0.001%
3/19/2025Chancellor Financial Group WB LP467$280K0.2%N/A0.001%
3/18/2025111 Capital1,827$1.10M0.2%N/A0.002%
3/17/2025Wealth Enhancement Advisory Services LLC6,699$4.02M0.0%+72.7%0.009%
3/14/2025Lansforsakringar Fondforvaltning AB publ 9,467$5.68M0.1%N/A0.012%
3/3/2025GHE LLC5,670$3.40M1.3%+3.6%0.007%
2/28/2025Menard Financial Group LLC44$26K0.0%N/A0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH92,438$55.46M0.1%N/A0.119%
2/27/2025Jefferies Financial Group Inc.11,062$6.64M0.0%-39.5%0.014%
2/26/2025Capital A Wealth Management LLC267$160K0.3%N/A0.000%
2/26/2025Virtue Capital Management LLC404$242K0.0%-12.7%0.001%
2/25/2025B. Riley Wealth Advisors Inc.363$218K0.0%N/A0.000%
2/25/2025Integrated Advisors Network LLC764$458K0.0%+48.1%0.001%
2/24/2025Cypress Asset Management Inc. TX1,403$842K0.2%N/A0.002%
2/21/2025Value Partners Investments Inc.4,285$2.57M1.4%+3.7%0.006%
2/21/2025Kayne Anderson Rudnick Investment Management LLC180,156$108.10M0.2%+2.5%0.232%
2/20/2025Mackenzie Financial Corp419,429$251.66M0.3%+3,881.3%0.540%
2/20/2025Forum Financial Management LP553$332K0.0%+6.1%0.001%
2/20/2025Castlekeep Investment Advisors LLC12,000$7.20M1.2%N/A0.015%
2/19/2025Toronto Dominion Bank42,188$25.31M0.0%+7.5%0.054%
2/19/2025Public Employees Retirement System of Ohio32,883$19.73M0.1%-3.7%0.042%
2/18/2025Sunbelt Securities Inc.123$74K0.0%-25.9%0.000%
2/18/2025GTS Securities LLC556$334K0.0%-44.2%0.001%
2/18/2025Vise Technologies Inc.628$377K0.0%N/A0.001%
2/18/2025City National Bank of Florida MSD541$325K0.3%N/A0.001%
2/18/2025RB Capital Management LLC1,519$911K0.2%-3.2%0.002%
2/18/2025Principal Street Partners LLC470$282K0.1%+11.4%0.001%
2/18/2025Delta Investment Management LLC4,092$2.46M0.5%+2.0%0.005%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC477,034$286.23M0.1%+19.2%0.609%
2/17/2025Unio Capital LLC9,338$5.60M2.0%N/A0.012%
2/17/2025USS Investment Management Ltd15,066$9.04M0.1%-8.9%0.019%
2/17/2025Voloridge Investment Management LLC105,452$63.27M0.2%-14.5%0.135%
2/17/2025Waverly Advisors LLC339$203K0.0%N/A0.000%
2/17/2025Worldquant Millennium Advisors LLC111,683$67.01M0.4%+301.7%0.143%
2/17/2025Wellington Wealth Strategies LLC.2,571$1.47M1.4%+7.8%0.003%
2/17/2025Whitford Management LLC11,283$6.77M1.8%N/A0.014%
2/17/2025Williams Jones Wealth Management LLC.3,907$2.34M0.0%-86.0%0.005%
2/17/2025Woodline Partners LP4,739$2.84M0.0%N/A0.006%
2/17/2025Valley Forge Capital Management LP59,700$35.82M0.8%N/A0.076%
2/17/2025Sone Capital Management LLC10,514$6.31M0.8%N/A0.013%
2/17/2025Vident Advisory LLC7,694$4.62M0.1%+10.8%0.010%
2/17/2025Squarepoint Ops LLC5,584$3.35M0.0%-32.8%0.007%
2/17/2025Triglav Skladi D.O.O.875$525K0.0%N/A0.001%
2/17/2025Twinbeech Capital LP34,303$20.58M0.4%N/A0.044%
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2/17/2025Two Sigma Advisers LP425,500$255.30M0.6%-12.0%0.543%
2/17/2025Two Sigma Investments LP257,051$154.23M0.3%-9.5%0.328%
2/17/2025Tidal Investments LLC12,059$7.24M0.1%-1.2%0.015%
2/17/2025Teza Capital Management LLC4,576$2.75M0.4%+93.3%0.006%
2/17/2025Strategic Global Advisors LLC15,047$9.03M1.7%+4.3%0.019%
2/17/2025Strive Asset Management LLC1,097$658K0.5%N/A0.001%
2/17/2025Tema Etfs LLC1,191$715K0.3%N/A0.002%
2/17/2025Toronto Dominion Bank42,188$25.31M0.0%+7.5%0.054%
2/17/2025Select Equity Group L.P.42,676$25.61M0.1%-23.6%0.054%
2/17/2025Snowden Capital Advisors LLC2,566$1.54M0.0%-4.0%0.003%
(Data available from 1/1/2016 forward)

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MSCI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSCI shares?

During the previous two years, 1,080 institutional investors and hedge funds held shares of MSCI. The most heavily invested institutionals were Vanguard Group Inc. ($5.31B), BlackRock Inc. ($3.09B), State Street Corp ($1.86B), Bamco Inc. NY ($1.28B), Edgewood Management LLC ($1.22B), Polen Capital Management LLC ($1.22B), and Geode Capital Management LLC ($1.14B).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 948 institutional investors that purchased MSCI stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.89M), Principal Financial Group Inc. ($1.14M), PineStone Asset Management Inc. ($928.43K), Bank Julius Baer & Co. Ltd Zurich ($860.73K), Impax Asset Management Group plc ($592.15K), Bessemer Group Inc. ($583.99K), and Los Angeles Capital Management LLC ($571.77K).

How much institutional buying is happening at MSCI?

Institutional investors have bought a total of 23,234,956 shares in the last 24 months. This purchase volume represents approximately $12.70B in transactions.

Which MSCI major shareholders have been selling company stock?

Of the 618 institutional investors that sold MSCI stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($1.12M), Pacer Advisors Inc. ($1.08M), Capital World Investors ($770.18K), Capital International Investors ($722.11K), Capital Research Global Investors ($677.75K), Fiera Capital Corp ($614.22K), and Durable Capital Partners LP ($551.84K).

How much institutional selling is happening at MSCI?

Institutional investors have sold a total of 16,153,862 shares in the last 24 months. This volume of shares sold represents approximately $8.72B in transactions.


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This page (NYSE:MSCI) was last updated on 4/15/2025 by MarketBeat.com Staff
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