MSCI (MSCI) Institutional Ownership

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$577.72 -5.76 (-0.99%)
Closing price 03:59 PM Eastern
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$577.28 -0.44 (-0.08%)
As of 05:41 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)
591
Total
Institutional Inflows
(last 12 months)
$4.16B
Number of
Institutional Sellers
(last 12 months)
368
Total
Institutional Outflows
(last 12 months)
$3.37B
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Skip Chart & View Institutional Buying and Selling Data

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
2/11/2025Royal London Asset Management Ltd.31,542$18.93M0.0%+1.3%0.040%
2/11/2025GCQ FUNDS MANAGEMENT PTY Ltd68,019$40.81M14.3%N/A0.087%
2/11/2025Vinva Investment Management Ltd28,912$17.34M0.7%+38.7%0.037%
2/11/2025Maryland State Retirement & Pension System4,058$2.44M0.1%-7.6%0.005%
2/11/2025Trillium Asset Management LLC19,709$11.83M0.3%-8.0%0.025%
2/11/2025Xponance Inc.19,597$11.76M0.1%+1.8%0.025%
2/10/2025Evoke Wealth LLC10,934$6.56M0.2%-4.8%0.014%
2/10/2025Horizon Investments LLC1,220$732K0.0%+3.0%0.002%
2/10/2025Advisors Asset Management Inc.5,087$3.05M0.1%+49.6%0.006%
2/10/2025Thrivent Financial for Lutherans58,061$34.84M0.1%+62.3%0.074%
2/10/2025PDS Planning Inc451$271K0.0%+8.2%0.001%
2/10/2025Tocqueville Asset Management L.P.5,041$3.03M0.0%+7.8%0.006%
2/10/2025Parallel Advisors LLC791$475K0.0%+10.3%0.001%
2/10/2025Cibc World Markets Corp12,373$7.42M0.0%-18.8%0.016%
2/10/2025Polen Capital Management LLC2,032,238$1.22B3.3%-8.8%2.593%
2/10/2025Arbor Capital Management Inc. ADV1,549$930K0.9%-16.1%0.002%
2/10/2025GWN Securities Inc.477$296K0.1%N/A0.001%
2/10/2025Corient Private Wealth LLC73,774$44.27M0.1%-4.1%0.094%
2/10/2025Envestnet Portfolio Solutions Inc.4,391$2.64M0.0%+2.1%0.006%
2/10/2025Choate Investment Advisors18,098$10.86M0.3%+235.2%0.023%
2/10/2025Natixis Advisors LLC72,398$43.44M0.1%+12.2%0.092%
2/10/2025Frank Rimerman Advisors LLC2,018$1.21M0.1%+2.5%0.003%
2/10/2025Copperwynd Financial LLC1,682$1.01M0.3%+9.6%0.002%
2/10/2025Picton Mahoney Asset Management100$60K0.0%N/A0.000%
2/10/2025LBP AM SA13,537$8.12M0.1%N/A0.017%
2/10/2025Parnassus Investments LLC35,504$21.30M0.0%-1.4%0.045%
2/10/2025Sustainable Growth Advisers LP943,676$566.22M2.8%-17.8%1.204%
2/10/2025Commonwealth Equity Services LLC6,328$3.80M0.0%-31.8%0.008%
2/10/2025Intermede Investment Partners Ltd180,775$108.47M2.9%-21.6%0.231%
2/10/2025Skandinaviska Enskilda Banken AB publ 75,886$45.51M0.2%-0.1%0.097%
2/10/2025Avantax Advisory Services Inc.2,123$1.27M0.0%+4.8%0.003%
2/10/2025Securian Asset Management Inc.4,237$2.54M0.1%-2.3%0.005%
2/10/2025Farther Finance Advisors LLC743$446K0.0%-6.1%0.001%
2/10/2025Hollencrest Capital Management167$100K0.0%N/A0.000%
2/10/2025Wilson Asset Management International PTY Ltd.31,232$18.74M4.9%-25.3%0.040%
2/10/2025YCG LLC107,117$64.27M5.1%-0.1%0.137%
2/10/2025EverSource Wealth Advisors LLC406$243K0.0%+11.8%0.001%
2/7/2025 Sequoia Financial Advisors LLC2,730$1.64M0.0%+17.8%0.003%
2/7/2025 PFG Advisors3,388$2.03M0.1%-2.2%0.004%
2/7/2025 HighTower Advisors LLC98,315$58.99M0.1%-4.7%0.125%
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2/7/2025 Natural Investments LLC3,620$2.17M0.6%N/A0.005%
2/7/2025 AGF Management Ltd.1,561$937K0.0%+11.9%0.002%
2/7/2025 GC Wealth Management RIA LLC350$210K0.0%N/A0.000%
2/7/2025 Donaldson Capital Management LLC9,763$5.86M0.2%+3.2%0.012%
2/7/2025 Citizens Financial Group Inc. RI1,900$1.14M0.0%+75.1%0.002%
2/7/2025 Sage Mountain Advisors LLC617$370K0.0%-16.3%0.001%
2/7/2025 Independent Advisor Alliance623$374K0.0%+27.4%0.001%
2/7/2025 Daiwa Securities Group Inc.16,241$9.75M0.0%+23.7%0.021%
2/7/2025 Moran Wealth Management LLC20,574$12.35M0.4%+2.2%0.026%
2/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 58,296$34.98M0.1%+92.8%0.074%
2/7/2025 Simplicity Wealth LLC515$309K0.1%+8.0%0.001%
2/7/2025 AlphaQuest LLC3,053$1.83M0.2%-15.1%0.004%
2/7/2025 OFI Invest Asset Management4,690$2.72M0.1%N/A0.006%
2/7/2025 Coalescence Partners Investment Management LP35,690$21.41M8.1%+8.1%0.046%
2/7/2025 Personal CFO Solutions LLC2,500$1.50M0.3%-0.8%0.003%
2/7/2025 Atlantic Union Bankshares Corp339$203K0.0%-9.6%0.000%
2/7/2025 Amundi468,242$281.99M0.1%+7.9%0.597%
2/7/2025 Permanent Capital Management LP636$382K0.1%N/A0.001%
2/7/2025 Dorsey & Whitney Trust CO LLC569$341K0.0%+26.7%0.001%
2/7/2025 Larson Financial Group LLC45$27K0.0%-57.9%0.000%
2/7/2025 NS Partners Ltd76,631$45.98M1.9%+2.6%0.098%
2/7/2025 Generali Investments CEE investicni spolecnost a.s.4,050$2.43M0.3%N/A0.005%
2/7/2025 PNC Financial Services Group Inc.17,003$10.20M0.0%-3.0%0.022%
2/7/2025 Banco Santander S.A.1,894$1.14M0.0%-35.6%0.002%
2/7/2025 Machina Capital S.A.S.2,912$1.75M0.7%+183.8%0.004%
2/7/2025 AMG National Trust Bank11,771$7.06M0.2%-1.3%0.015%
2/7/2025 EFG Asset Management Americas Corp.15,166$9.10M1.8%+13.9%0.019%
2/7/2025 Andra AP fonden8,800$5.28M0.1%-26.1%0.011%
2/7/2025 Callan Family Office LLC1,494$896K0.1%N/A0.002%
2/7/2025 E Fund Management Co. Ltd.3,230$1.94M0.1%+2.4%0.004%
2/7/2025 Candriam S.C.A.23,603$14.16M0.1%-1.2%0.030%
2/6/2025 Vestmark Advisory Solutions Inc.2,370$1.42M0.0%+5.0%0.003%
2/6/2025 Ethos Financial Group LLC755$453K0.1%N/A0.001%
2/6/2025 Inceptionr LLC2,029$1.22M0.3%N/A0.003%
2/6/2025 Raymond James Financial Inc.308,334$185.00M0.1%N/A0.393%
2/6/2025 Arizona State Retirement System22,471$13.48M0.1%-1.1%0.029%
2/6/2025 Verdence Capital Advisors LLC3,700$2.22M0.2%+0.9%0.005%
2/6/2025 Proficio Capital Partners LLC350$210K0.0%N/A0.000%
2/6/2025 M&T Bank Corp12,229$7.34M0.0%-3.7%0.016%
2/6/2025 Atria Investments Inc16,677$10.01M0.1%-3.4%0.021%
2/6/2025 Assetmark Inc.6,938$4.16M0.0%+11.0%0.009%
2/6/2025 Victory Capital Management Inc.55,389$33.23M0.0%+5.1%0.071%
2/6/2025 Keybank National Association OH1,934$1.16M0.0%-1.9%0.002%
2/6/2025 Commerzbank Aktiengesellschaft FI725$435K0.0%-2.7%0.001%
2/6/2025 Charles Schwab Investment Management Inc.497,926$298.76M0.1%+2.9%0.635%
2/6/2025 State of Michigan Retirement System35,202$21.12M0.1%-8.1%0.045%
2/6/2025 Steward Partners Investment Advisory LLC7,630$4.58M0.0%+2.3%0.010%
2/6/2025 Schechter Investment Advisors LLC3,347$2.01M0.2%-1.3%0.004%
2/6/2025 Mission Wealth Management LP1,378$827K0.0%-6.6%0.002%
2/6/2025 Fidelis Capital Partners LLC1,219$710K0.1%+4.2%0.002%
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2/6/2025 Quintet Private Bank Europe S.A.1,285$771K0.0%-13.1%0.002%
2/6/2025 LGT Fund Management Co Ltd.4,785$2.87M0.3%+7.4%0.006%
2/6/2025 LGT Group Foundation9,459$5.68M0.1%+3.2%0.012%
2/6/2025 DJE Kapital AG7,100$4.24M0.1%N/A0.009%
2/6/2025 Plato Investment Management Ltd4,399$2.65M0.2%+2.7%0.006%
2/6/2025 SBI Securities Co. Ltd.1,445$867K0.0%N/A0.002%
2/6/2025 Jones Financial Companies Lllp3,237$1.94M0.0%+116.1%0.004%
2/6/2025 Modera Wealth Management LLC8,685$5.21M0.1%-27.5%0.011%
2/5/2025 SRS Capital Advisors Inc.117$70K0.0%+21.9%0.000%
2/5/2025 Norden Group LLC4,620$2.77M0.3%-4.5%0.006%
(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, 999 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), Edgewood Management LLC ($1.28B), Bamco Inc. NY ($1.26B), Polen Capital Management LLC ($1.22B), and Alliancebernstein L.P. ($1.11B).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 861 institutional investors that purchased MSCI stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Principal Financial Group Inc. ($1.14M), PineStone Asset Management Inc. ($928.43K), Alliancebernstein L.P. ($890.55K), Norges Bank ($877.82K), Bank Julius Baer & Co. Ltd Zurich ($860.73K), Impax Asset Management Group plc ($592.15K), and Los Angeles Capital Management LLC ($571.77K).

How much institutional buying is happening at MSCI?

Institutional investors have bought a total of 20,095,738 shares in the last 24 months. This purchase volume represents approximately $10.59B in transactions.

Which MSCI major shareholders have been selling company stock?

Of the 585 institutional investors that sold MSCI stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pacer Advisors Inc. ($1.08M), Capital World Investors ($770.18K), Massachusetts Financial Services Co. MA ($769.20K), Capital Research Global Investors ($677.75K), Fiera Capital Corp ($614.22K), 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 14,355,238 shares in the last 24 months. This volume of shares sold represents approximately $7.54B in transactions.



This page (NYSE:MSCI) was last updated on 2/11/2025 by MarketBeat.com Staff
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