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MSCI (MSCI) Institutional Ownership

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$581.45 +0.57 (+0.10%)
Closing price 05/6/2026 03:59 PM Eastern
Extended Trading
$572.67 -8.78 (-1.51%)
As of 04:17 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
89.97%
Number of
Institutional Buyers
(last 12 months)
724
Total
Institutional Inflows
(last 12 months)
$8.25B
Number of
Institutional Sellers
(last 12 months)
618
Total
Institutional Outflows
(last 12 months)
$8.59B
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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
5/7/2026Mediolanum International Funds Ltd15,091$8.03M0.1%+9.1%0.021%
5/7/2026Ascent Wealth Partners LLC862$465K0.1%-93.4%0.001%
5/6/2026Annis Gardner Whiting Capital Advisors LLC244$132K0.0%+11.9%0.000%
5/6/2026California Public Employees Retirement System150,157$80.94M0.0%-23.0%0.206%
5/6/2026Kera Capital Partners Inc.581$313K0.0%+56.6%0.001%
5/6/2026Gryphon Financial Partners LLC619$334K0.0%+4.7%0.001%
5/6/2026Copeland Capital Management LLC1,829$986K0.0%-92.3%0.003%
5/6/2026Assetmark Inc.2,304$1.24M0.0%+3.6%0.003%
5/6/2026C WorldWide Group Holding A S24,208$13.05M0.3%-0.1%0.033%
5/6/2026Bessemer Group Inc.395,725$213.30M0.3%+1.8%0.544%
5/6/2026 Allspring Global Investments Holdings LLC3,538$1.90M0.0%-0.8%0.005%
5/6/2026 Independent Financial Group LLC398$215K0.0%N/A0.001%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super66,464$35.83M0.5%N/A0.091%
5/5/2026 Wealthfront Advisers LLC7,179$3.87M0.0%+4.6%0.010%
5/5/2026 D.A. Davidson & CO.1,053$568K0.0%-6.2%0.001%
5/5/2026 Marks Group Wealth Management Inc555$299K0.0%-94.3%0.001%
5/5/2026 Bank of New York Mellon Corp436,694$235.38M0.0%+2.2%0.600%
5/5/2026 Illinois Municipal Retirement Fund4,930$2.66M0.0%-22.4%0.007%
5/5/2026 Three Seasons Wealth LLC1,736$936K0.4%-7.6%0.002%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.1,580$850K0.0%-30.7%0.002%
5/5/2026 Sanctuary Advisors LLC4,392$2.37M0.0%-6.9%0.006%
5/5/2026 Checchi Capital Advisers LLC788$425K0.0%+15.2%0.001%
5/5/2026 Hillsdale Investment Management Inc.1,950$1.05M0.0%N/A0.003%
5/4/2026 AMG National Trust Bank11,904$6.42M0.1%+1.1%0.016%
5/4/2026 Mattern Capital Management LLC2,764$1.49M0.2%N/A0.004%
5/4/2026 Bryn Mawr Trust Advisors LLC421$227K0.0%-39.0%0.001%
5/4/2026 State of Michigan Retirement System38,002$20.48M0.1%-1.3%0.052%
5/4/2026 Principal Financial Group Inc.1,347,039$726.09M0.4%-21.6%1.850%
5/4/2026 Chicago Partners Investment Group LLC1,192$642K0.0%+90.4%0.002%
5/4/2026 GHE LLC4,674$2.39M0.5%-5.6%0.006%
5/2/2026 LGT Fund Management Co Ltd.980$528K0.0%+38.0%0.001%
5/2/2026 Castleview Partners LLC570$307K0.2%-16.8%0.001%
5/2/2026 Diversify Wealth Management LLC2,159$1.29M0.0%+53.2%0.003%
5/2/2026 Pittenger & Anderson Inc.30,701$16.55M0.7%-0.6%0.042%
5/1/2026 Lincoln Capital LLC2,118$1.14M0.2%-15.3%0.003%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,115$9.23M0.0%-2.1%0.024%
5/1/2026 Citizens Financial Group Inc. RI1,269$684K0.0%-13.1%0.002%
5/1/2026 Midwest Trust Co2,278$1.23M0.0%-5.5%0.003%
5/1/2026 Fifth Third Bancorp15,682$8.45M0.0%+404.9%0.022%
5/1/2026 Candriam S.C.A.9,693$5.23M0.0%-1.7%0.013%
5/1/2026 Sequoia Financial Advisors LLC2,724$1.47M0.0%-15.0%0.004%
5/1/2026 Independence Bank of Kentucky122$66K0.0%+713.3%0.000%
5/1/2026 Kornitzer Capital Management Inc. KS36,723$19.79M0.4%-5.7%0.050%
5/1/2026 Manning & Napier Advisors LLC11,232$6.05M0.1%+59.1%0.015%
4/30/2026 Hsbc Holdings PLC197,021$106.29M0.1%-22.7%0.271%
4/30/2026 Whipplewood Advisors LLC73$39K0.0%N/A0.000%
4/30/2026 First Horizon Corp14,428$7.78M0.3%-3.2%0.020%
4/30/2026 Kestra Advisory Services LLC922$497K0.0%-43.0%0.001%
4/30/2026 Azzad Asset Management Inc. ADV3,179$1.71M0.2%+0.7%0.004%
4/30/2026 Sumitomo Mitsui Trust Group Inc.157,249$84.76M0.1%-8.3%0.216%
4/30/2026 Resona Asset Management Co. Ltd.23,446$12.60M0.1%-2.8%0.032%
4/30/2026 Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.351$189K0.5%-17.0%0.000%
4/30/2026 Personal CFO Solutions LLC1,744$940K0.1%-13.8%0.002%
4/30/2026 Oregon Public Employees Retirement Fund8,408$4.53M0.1%-2.8%0.012%
4/29/2026 Impact Investors Inc379$204K0.1%N/A0.001%
4/29/2026 R Squared Ltd1,429$770K0.4%+90.5%0.002%
4/29/2026 Meitav Investment House Ltd.19,306$10.41M0.1%+318.5%0.027%
4/29/2026 Unified Investment Management940$506K0.5%-16.0%0.001%
4/29/2026 Swedbank AB10,817$5.83M0.0%-91.1%0.015%
4/28/2026 Kathmere Capital Management LLC1,197$645K0.0%+37.0%0.002%
4/28/2026 Stephens Inc. AR3,309$1.78M0.0%+10.0%0.005%
4/28/2026 K.J. Harrison & Partners Inc2,484$1.34M0.2%-54.7%0.003%
4/28/2026 V Square Quantitative Management LLC794$428K0.0%+19.2%0.001%
4/28/2026 QRG Capital Management Inc.1,774$956K0.0%-11.3%0.002%
4/27/2026 Oxbow Advisors LLC5,674$3.06M0.3%N/A0.008%
4/27/2026 HB Wealth Management LLC5,262$2.84M0.0%+16.8%0.007%
4/27/2026 World Investment Advisors715$385K0.0%-3.4%0.001%
4/27/2026 Turtle Creek Wealth Advisors LLC1,000$539K0.0%-40.7%0.001%
4/27/2026 DB Fitzpatrick & Co Inc2,527$1.36M1.2%+2.5%0.003%
4/27/2026 Private Advisor Group LLC674$363K0.0%+21.2%0.001%
4/27/2026 Y Intercept Hong Kong Ltd4,450$2.40M0.0%-53.7%0.006%
4/27/2026 Leonteq Securities AG717$386K0.0%-20.0%0.001%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund21,630$11.66M0.1%+49.1%0.030%
4/27/2026 Elevation Point Wealth Partners LLC506$273K0.0%+31.4%0.001%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.3,945$2.13M0.1%+0.7%0.005%
4/25/2026 Strs Ohio16,006$8.63M0.0%-0.2%0.022%
4/25/2026 Boston Trust Walden Corp20,301$10.94M0.1%-4.2%0.028%
4/25/2026 Keybank National Association OH2,148$1.16M0.0%+5.2%0.003%
4/24/2026 Root Financial Partners LLC220$119K0.0%+286.0%0.000%
4/24/2026 USS Investment Management Ltd13,876$7.48M0.0%+3.8%0.019%
4/24/2026 IFM Investors Pty Ltd14,657$7.90M0.1%+0.2%0.020%
4/24/2026 iA Global Asset Management Inc.7,238$3.90M0.1%-28.9%0.010%
4/23/2026 Premier Path Wealth Partners LLC769$415K0.1%+61.6%0.001%
4/23/2026 Mayflower Financial Advisors LLC454$245K0.0%+11.0%0.001%
4/23/2026 Inspire Investing LLC11,927$6.43M0.5%-1.4%0.016%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 814$439K0.0%+21.3%0.001%
4/23/2026 Apollon Wealth Management LLC3,693$1.99M0.0%+15.5%0.005%
4/23/2026 Canoe Financial LP184,751$99.58M1.4%-7.6%0.251%
4/22/2026 Janney Montgomery Scott LLC2,899$1.56M0.0%+3.9%0.004%
4/22/2026 Adams Diversified Equity Fund Inc.34,600$18.65M0.7%N/A0.047%
4/22/2026 Goodman Advisory Group LLC9,853$5.31M1.4%N/A0.013%
4/22/2026 Pictet Asset Management Holding SA36,328$19.58M0.0%-8.1%0.049%
4/22/2026 Union Bancaire Privee UBP SA1,139$596K0.0%-39.2%0.002%
4/22/2026 Sterling Capital Management LLC5,220$2.81M0.1%-39.8%0.007%
4/22/2026 Value Partners Investments Inc.4,849$2.61M0.2%+8.9%0.007%
4/22/2026 Venturi Wealth Management LLC441$238K0.0%+17.6%0.001%
4/21/2026 Waterway Wealth Management LLC2,321$1.25M0.2%N/A0.003%
4/21/2026 Aaron Wealth Advisors LLC858$462K0.0%+22.9%0.001%
4/21/2026 Louisiana State Employees Retirement System3,700$1.99M0.0%N/A0.005%
4/20/2026 Kestra Private Wealth Services LLC399$215K0.0%-48.4%0.001%


MSCI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MSCI shares?

During the previous two years, 1,203 institutional investors and hedge funds held shares of MSCI. The most heavily invested institutionals were Vanguard Group Inc. ($5.37B), State Street Corp ($1.83B), Bamco Inc. NY ($1.58B), Morgan Stanley ($1.42B), Geode Capital Management LLC ($1.14B), Capital Research Global Investors ($842.79M), and T. Rowe Price Investment Management Inc. ($829.78M).Learn more on MSCI's institutional investors.

What percentage of MSCI's stock is owned by institutional investors?

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

Which institutional investors have been buying MSCI's stock?

Of the 1,053 institutional investors that purchased MSCI's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($2.89M), Principal Financial Group Inc. ($903.73K), Vanguard Group Inc. ($872.99K), Mitsubishi UFJ Asset Management Co. Ltd. ($776.88K), PineStone Asset Management Inc. ($702.03K), Bamco Inc. NY ($684.09K), and AQR Capital Management LLC ($608.96K).

How much institutional buying is happening at MSCI?

Institutional investors have bought a total of 14,474,094 shares in the last 24 months. This purchase volume represents approximately $8.25B in transactions.

Which of MSCI's major shareholders have been selling company stock?

Of the 616 institutional investors that sold MSCI's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Massachusetts Financial Services Co. MA ($1.07M), Edgewood Management LLC ($669.02K), Brown Advisory Inc. ($628.22K), Principal Financial Group Inc. ($430.71K), Polen Capital Management LLC ($416.95K), JPMorgan Chase & Co. ($401.66K), and Groupe la Francaise ($394.79K).

How much institutional selling is happening at MSCI?

Institutional investors have sold a total of 15,067,288 shares in the last 24 months. This volume of shares sold represents approximately $8.58B in transactions.



This page (NYSE:MSCI) was last updated on 5/7/2026 by MarketBeat.com Staff.
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