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MSCI (MSCI) Institutional Ownership

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$544.88 +4.42 (+0.82%)
Closing price 04/30/2025 03:59 PM Eastern
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$546.00 +1.12 (+0.21%)
As of 07:23 AM 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)
712
Total
Institutional Inflows
(last 12 months)
$6.83B
Number of
Institutional Sellers
(last 12 months)
445
Total
Institutional Outflows
(last 12 months)
$4.89B
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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
5/1/2025Diversify Wealth Management LLC1,833$990K0.1%-12.6%0.002%
4/30/2025State of Michigan Retirement System35,002$19.79M0.1%-0.6%0.045%
4/30/2025MJP Associates Inc. ADV737$417K0.1%-20.7%0.001%
4/30/2025Cerity Partners LLC27,857$15.75M0.0%+43.3%0.036%
4/30/2025Alps Advisors Inc.7,413$4.19M0.0%+1.1%0.010%
4/30/2025Quotient Wealth Partners LLC361$204K0.0%+5.9%0.000%
4/30/2025Nisa Investment Advisors LLC25,749$14.56M0.1%-3.4%0.033%
4/30/2025LBP AM SA10,676$6.04M0.1%-21.1%0.014%
4/30/2025Axxcess Wealth Management LLC588$333K0.0%-12.6%0.001%
4/30/2025Greenleaf Trust3,468$1.96M0.0%+0.6%0.004%
4/30/2025Flossbach Von Storch SE215,599$121.92M0.5%-26.7%0.279%
4/30/2025DekaBank Deutsche Girozentrale64,627$35.59M0.1%+16.6%0.084%
4/30/2025OMNI 360 Wealth Inc.509$288K0.2%N/A0.001%
4/30/2025Personal CFO Solutions LLC2,167$1.23M0.2%-13.3%0.003%
4/30/2025Valeo Financial Advisors LLC620$351K0.0%+6.3%0.001%
4/30/2025M&T Bank Corp11,614$6.57M0.0%-5.0%0.015%
4/30/2025Brown Advisory Inc.640,642$362.28M0.5%-22.7%0.828%
4/30/2025Crossmark Global Holdings Inc.2,408$1.36M0.0%-9.2%0.003%
4/29/2025 Financial Counselors Inc.9,031$5.11M0.1%-2.2%0.012%
4/29/2025 TD Private Client Wealth LLC1,468$830K0.0%-65.9%0.002%
4/29/2025 Envestnet Asset Management Inc.227,260$128.52M0.0%-16.7%0.294%
4/29/2025 Hexagon Capital Partners LLC96$54K0.0%-33.8%0.000%
4/29/2025 Penserra Capital Management LLC372$209K0.0%-33.1%0.000%
4/29/2025 Argentarii LLC706$399K0.2%N/A0.001%
4/29/2025 Concurrent Investment Advisors LLC458$259K0.0%-5.4%0.001%
4/29/2025 Bank of New York Mellon Corp506,106$286.20M0.1%-2.3%0.654%
4/29/2025 World Investment Advisors658$372K0.0%-3.5%0.001%
4/29/2025 Wayfinding Financial LLC209$118K0.1%N/A0.000%
4/29/2025 Olde Wealth Management LLC48$27K0.0%N/A0.000%
4/29/2025 Capital Investment Advisory Services LLC2,312$1.31M0.1%+3.1%0.003%
4/29/2025 Catalyst Capital Advisors LLC765$433K0.0%-21.5%0.001%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.3,260$1.84M0.0%+57.9%0.004%
4/29/2025 IFM Investors Pty Ltd15,878$9.26M0.1%+9.9%0.020%
4/29/2025 OneDigital Investment Advisors LLC1,044$590K0.0%-52.5%0.001%
4/29/2025 Fisher Funds Management LTD129,461$73.21M1.8%-6.1%0.167%
4/28/2025 D.A. Davidson & CO.933$528K0.0%+16.2%0.001%
4/28/2025 Principal Financial Group Inc.1,626,923$920.03M0.5%+0.9%2.095%
4/28/2025 Teacher Retirement System of Texas33,674$19.04M0.1%-69.0%0.043%
4/28/2025 First Horizon Advisors Inc.20,428$11.55M0.3%+8.2%0.026%
4/28/2025 Baskin Financial Services Inc.73,258$41.43M3.4%+0.9%0.094%
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4/28/2025 Aaron Wealth Advisors LLC420$238K0.0%-8.9%0.001%
4/28/2025 Arbor Capital Management Inc. ADV1,585$897K0.9%+2.3%0.002%
4/28/2025 Keybank National Association OH2,150$1.22M0.0%+11.2%0.003%
4/28/2025 Rossby Financial LCC313$168K0.1%N/A0.000%
4/28/2025 DAVENPORT & Co LLC6,511$3.66M0.0%-6.3%0.008%
4/28/2025 Summit Trail Advisors LLC1,177$665K0.0%+10.3%0.002%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd18,711$10.58M0.1%+6.3%0.024%
4/28/2025 GCQ FUNDS MANAGEMENT PTY Ltd87,989$49.76M12.2%+29.4%0.113%
4/28/2025 Vontobel Holding Ltd.47,204$26.69M0.1%+59.9%0.061%
4/25/2025 Mather Group LLC.788$445K0.0%-2.4%0.001%
4/25/2025 Alta Advisers Ltd359$203K0.1%N/A0.000%
4/25/2025 Canandaigua National Bank & Trust Co.3,723$2.11M0.2%-8.0%0.005%
4/25/2025 Northwest Wealth Management LLC368$208K0.0%N/A0.000%
4/25/2025 IRON Financial LLC425$240K0.1%N/A0.001%
4/25/2025 New York State Teachers Retirement System61,554$34.81M0.1%-5.1%0.079%
4/25/2025 Amalgamated Bank16,547$9.36M0.1%+1.4%0.021%
4/25/2025 KBC Group NV12,048$6.81M0.0%-3.4%0.016%
4/25/2025 Sumitomo Mitsui Trust Group Inc.180,249$101.93M0.1%+2.1%0.232%
4/24/2025 Overbrook Management Corp8,713$4.93M1.2%-52.7%0.011%
4/24/2025 Westwind Capital22,473$12.71M3.2%+1.5%0.029%
4/24/2025 Sunbelt Securities Inc.142$80K0.0%+15.4%0.000%
4/24/2025 Allspring Global Investments Holdings LLC3,542$2.01M0.0%-1.0%0.005%
4/24/2025 Copeland Capital Management LLC26,269$14.86M0.3%-2.0%0.034%
4/24/2025 Mirae Asset Global Investments Co. Ltd.8,073$4.51M0.0%+19.2%0.010%
4/24/2025 Achmea Investment Management B.V.2,683$1.52M0.0%N/A0.003%
4/24/2025 Transcend Capital Advisors LLC1,434$811K0.1%+21.2%0.002%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA32,560$17.37M0.2%-2.5%0.042%
4/24/2025 Diversified Trust Co3,820$2.16M0.1%+22.9%0.005%
4/24/2025 CNB Bank828$468K0.2%-2.4%0.001%
4/24/2025 PDS Planning Inc528$299K0.0%+17.1%0.001%
4/23/2025 Sequoia Financial Advisors LLC2,450$1.39M0.0%-10.3%0.003%
4/23/2025 Robeco Institutional Asset Management B.V.56,967$32.22M0.1%+4.6%0.073%
4/23/2025 Value Partners Investments Inc.4,150$2.35M0.2%-3.2%0.005%
4/23/2025 New World Advisors LLC856$484K0.1%+16.9%0.001%
4/23/2025 Golden State Wealth Management LLC96$54K0.0%+336.4%0.000%
4/23/2025 Bessemer Group Inc.590,892$334.15M0.6%+0.6%0.761%
4/23/2025 Spire Wealth Management554$313K0.0%-86.8%0.001%
4/23/2025 Moran Wealth Management LLC1,259$712K0.0%-93.9%0.002%
4/23/2025 Chevy Chase Trust Holdings LLC121,778$68.87M0.2%-20.8%0.157%
4/23/2025 Davidson Kahn Capital Management LLC2,004$1.13M0.9%+9.2%0.003%
4/23/2025 E Fund Management Hong Kong Co. Ltd.192$109K0.1%-45.1%0.000%
4/23/2025 Legacy Advisors LLC2,644$1.50M0.2%-5.6%0.003%
4/23/2025 Asset Management One Co. Ltd.33,010$18.67M0.1%+8.3%0.043%
4/23/2025 Figure 8 Investment Strategies LLC2,076$1.17M1.2%+5.6%0.003%
4/23/2025 Oppenheimer Asset Management Inc.34,021$19.24M0.2%-8.1%0.044%
4/22/2025 HWG Holdings LP77$44K0.0%N/A0.000%
4/22/2025 Palumbo Wealth Management LLC4,261$2.41M0.8%+23.1%0.005%
4/22/2025 M3 Advisory Group LLC401$227K0.2%+5.8%0.001%
4/22/2025 Cambridge Investment Research Advisors Inc.3,168$1.79M0.0%-1.2%0.004%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund2,210$1.25M0.1%N/A0.003%
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4/22/2025 Manning & Napier Advisors LLC39,225$22.18M0.3%-67.8%0.051%
4/22/2025 Kentucky Retirement Systems5,189$2.93M0.1%-4.0%0.007%
4/22/2025 Intact Investment Management Inc.119$67K0.0%N/A0.000%
4/22/2025 Weaver Capital Management LLC753$426K0.1%+5.8%0.001%
4/22/2025 World Equity Group Inc.642$363K0.1%-49.2%0.001%
4/22/2025 GAM Holding AG5,299$3.00M0.2%N/A0.007%
4/22/2025 Stonegate Investment Group LLC376$213K0.0%N/A0.000%
4/22/2025 Canoe Financial LP192,731$108.99M1.7%+3.5%0.248%
4/22/2025 Segment Wealth Management LLC3,525$1.99M0.1%+8.0%0.005%
4/21/2025 Vanderbilt University6,614$3.74M0.7%+23.0%0.009%
(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, 1,090 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 955 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. ($1.15M), PineStone Asset Management Inc. ($928.43K), Bank Julius Baer & Co. Ltd Zurich ($860.73K), Impax Asset Management Group plc ($592.15K), Bessemer Group Inc. ($587.32K), and Los Angeles Capital Management LLC ($571.77K).

How much institutional buying is happening at MSCI?

Institutional investors have bought a total of 23,050,701 shares in the last 24 months. This purchase volume represents approximately $12.60B in transactions.

Which MSCI major shareholders have been selling company stock?

Of the 627 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), Durable Capital Partners LP ($551.84K), and Franklin Resources Inc. ($489.72K).

How much institutional selling is happening at MSCI?

Institutional investors have sold a total of 16,476,118 shares in the last 24 months. This volume of shares sold represents approximately $8.91B in transactions.



This page (NYSE:MSCI) was last updated on 5/1/2025 by MarketBeat.com Staff
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