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MSCI (MSCI) Institutional Ownership

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$543.96 +13.10 (+2.47%)
Closing price 07/24/2025 03:59 PM Eastern
Extended Trading
$548.21 +4.26 (+0.78%)
As of 08:41 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)
758
Total
Institutional Inflows
(last 12 months)
$8.12B
Number of
Institutional Sellers
(last 12 months)
499
Total
Institutional Outflows
(last 12 months)
$5.90B
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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
7/25/2025Apollon Wealth Management LLC3,703$2.14M0.0%-32.7%0.005%
7/24/2025Conning Inc.437$252K0.0%-4.8%0.001%
7/24/2025Inspire Investing LLC7,457$4.30M0.5%-1.8%0.010%
7/24/2025Aberdeen Group plc58,212$33.34M0.1%+4.9%0.075%
7/24/2025Blue Trust Inc.212$122K0.0%+25.4%0.000%
7/24/2025Katamaran Capital LLP3,131$1.81M1.7%N/A0.004%
7/24/2025Baskin Financial Services Inc.73,600$42.45M3.2%+0.5%0.095%
7/24/2025Ramirez Asset Management Inc.686$396K0.1%+34.8%0.001%
7/24/2025IFP Advisors Inc2,785$1.61M0.0%+26.8%0.004%
7/24/2025Freedom Day Solutions LLC4,681$2.70M0.7%-2.1%0.006%
7/24/2025Callan Family Office LLC3,627$2.09M0.1%+92.9%0.005%
7/24/2025Blair William & Co. IL1,192$687K0.0%+19.8%0.002%
7/24/2025Capital Advisors Ltd. LLC519$299K0.0%-7.5%0.001%
7/24/2025Weaver Capital Management LLC587$339K0.1%-22.0%0.001%
7/24/2025 McElhenny Sheffield Capital Management LLC834$481K0.0%N/A0.001%
7/24/2025Copperwynd Financial LLC1,793$1.03M0.3%+1.1%0.002%
7/24/2025E Fund Management Hong Kong Co. Ltd.169$97K0.1%-12.0%0.000%
7/24/2025US Bancorp DE4,261$2.46M0.0%-7.3%0.006%
7/23/2025 Vontobel Holding Ltd.107,564$62.04M0.2%+127.9%0.139%
7/23/2025 Maryland State Retirement & Pension System3,655$2.11M0.0%+2.9%0.005%
7/23/2025 Louisiana State Employees Retirement System4,100$2.37M0.0%-2.4%0.005%
7/23/2025 Venturi Wealth Management LLC925$533K0.0%-12.4%0.001%
7/23/2025 Roundview Capital LLC7,566$4.36M0.3%+1.2%0.010%
7/23/2025 KLP Kapitalforvaltning AS27,400$15.80M0.1%+1.9%0.035%
7/23/2025 Meitav Investment House Ltd.5,453$3.15M0.0%+43.2%0.007%
7/23/2025 SteelPeak Wealth LLC1,080$623K0.0%N/A0.001%
7/23/2025 Wormser Freres Gestion252$145K0.1%N/A0.000%
7/22/2025 PUREfi Wealth LLC697$402K0.3%+16.4%0.001%
7/22/2025 Valeo Financial Advisors LLC665$384K0.0%+7.3%0.001%
7/22/2025 DAVENPORT & Co LLC6,038$3.48M0.0%-7.3%0.008%
7/22/2025 Marks Group Wealth Management Inc22,844$13.18M1.2%+2.4%0.030%
7/22/2025 Merit Financial Group LLC7,456$4.30M0.0%+2.1%0.010%
7/22/2025 Keudell Morrison Wealth Management348$201K0.0%N/A0.000%
7/22/2025 Simplicity Wealth LLC1,475$851K0.0%+179.9%0.002%
7/22/2025 Clarius Group LLC483$279K0.0%-6.8%0.001%
7/22/2025 Figure 8 Investment Strategies LLC2,050$1.18M1.2%-1.3%0.003%
7/22/2025 Sava Infond d.o.o.900$519K0.1%-18.2%0.001%
7/22/2025 LGT Fund Management Co Ltd.3,738$2.16M0.2%-7.0%0.005%
7/21/2025 111 Capital891$514K0.1%N/A0.001%
7/21/2025 QRG Capital Management Inc.2,558$1.48M0.0%-9.7%0.003%
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7/21/2025 Segment Wealth Management LLC3,756$2.17M0.1%+6.6%0.005%
7/21/2025 Ascent Group LLC598$345K0.0%+17.5%0.001%
7/21/2025 Vanderbilt University6,940$4.00M0.8%+4.9%0.009%
7/21/2025 Copeland Capital Management LLC26,021$15.01M0.3%-0.9%0.034%
7/21/2025 Mirae Asset Global Investments Co. Ltd.8,882$5.12M0.0%+10.0%0.011%
7/21/2025 J. Safra Sarasin Holding AG3,243$1.87M0.0%+100.3%0.004%
7/18/2025 Robeco Institutional Asset Management B.V.179,022$103.25M0.2%+214.3%0.231%
7/18/2025 USA Financial Formulas426$246K0.0%N/A0.001%
7/18/2025 B.O.S.S. Retirement Advisors LLC1,403$809K0.2%-6.7%0.002%
7/18/2025 Impact Capital Partners LLC418$241K0.1%+9.4%0.001%
7/18/2025 LBP AM SA9,147$5.28M0.1%-14.3%0.012%
7/18/2025 Institute for Wealth Management LLC.1,724$994K0.1%-3.0%0.002%
7/18/2025 Truist Financial Corp12,573$7.25M0.0%-8.7%0.016%
7/18/2025 Bourgeon Capital Management LLC618$356K0.1%N/A0.001%
7/18/2025 Union Bancaire Privee UBP SA836$473K0.0%-71.9%0.001%
7/17/2025 Greenleaf Trust3,323$1.92M0.0%-4.2%0.004%
7/17/2025 HB Wealth Management LLC1,826$1.05M0.0%+20.0%0.002%
7/17/2025 Janney Montgomery Scott LLC3,190$1.84M0.0%-15.1%0.004%
7/17/2025 GC Wealth Management RIA LLC395$228K0.0%N/A0.001%
7/17/2025 Washington Capital Management Inc.500$288K0.2%N/A0.001%
7/17/2025 V Square Quantitative Management LLC513$296K0.0%+16.9%0.001%
7/17/2025 City Holding Co.2,665$1.54M0.2%-3.5%0.003%
7/17/2025 LVW Advisors LLC1,691$975K0.1%+8.2%0.002%
7/16/2025 ORG Wealth Partners LLC875$509K0.1%+12.2%0.001%
7/16/2025 State of Alaska Department of Revenue11,265$6.50M0.1%-3.5%0.015%
7/16/2025 Patton Fund Management Inc.410$236K0.2%N/A0.001%
7/16/2025 Kathmere Capital Management LLC1,107$638K0.0%+36.8%0.001%
7/16/2025 CX Institutional492$284K0.0%+10.1%0.001%
7/16/2025 Hartford Investment Management Co.4,670$2.69M0.1%-1.5%0.006%
7/16/2025 Steph & Co.60$35K0.0%N/A0.000%
7/16/2025 PineStone Asset Management Inc.890,123$513.37M3.3%+11.9%1.150%
7/16/2025 Dakota Wealth Management2,641$1.52M0.0%-26.4%0.003%
7/16/2025 Perigon Wealth Management LLC675$389K0.0%+14.6%0.001%
7/15/2025 Palumbo Wealth Management LLC4,384$2.53M0.8%+2.9%0.006%
7/15/2025 Signet Financial Management LLC1,362$786K0.1%+2.3%0.002%
7/15/2025 TD Private Client Wealth LLC134$77K0.0%-90.9%0.000%
7/15/2025 Mather Group LLC.751$433K0.0%-4.7%0.001%
7/15/2025 Public Employees Retirement System of Ohio38,183$22.02M0.1%+34.5%0.049%
7/15/2025 Ballentine Partners LLC1,680$969K0.0%-4.4%0.002%
7/15/2025 Cigna Investments Inc. New749$432K0.1%-2.5%0.001%
7/15/2025 Norden Group LLC4,422$2.55M0.3%-1.5%0.006%
7/15/2025 Accurate Wealth Management LLC4,853$2.82M0.4%N/A0.006%
7/15/2025 Fifth Third Bancorp2,966$1.71M0.0%-42.9%0.004%
7/14/2025 Argentarii LLC734$423K0.2%+4.0%0.001%
7/14/2025 Gries Financial LLC1,505$868K0.2%+1.3%0.002%
7/14/2025 GAMMA Investing LLC1,026$592K0.0%+14.8%0.001%
7/14/2025 Toth Financial Advisory Corp1,918$1.11M0.1%+11.5%0.002%
7/14/2025 Park Avenue Securities LLC1,619$934K0.0%N/A0.002%
7/14/2025 Avanza Fonder AB5,415$3.12M0.1%-1.8%0.007%
7/14/2025 Sowell Financial Services LLC550$317K0.0%-6.9%0.001%
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7/11/2025 Abacus FCF Advisors LLC6,289$3.63M0.5%N/A0.008%
7/11/2025 Kaufman Rossin Wealth LLC593$342K0.2%-30.9%0.001%
7/11/2025 Farther Finance Advisors LLC552$318K0.0%-20.6%0.001%
7/11/2025 CX Institutional492$284K0.0%+10.1%0.001%
7/11/2025 UMB Bank n.a.178$103K0.0%-30.7%0.000%
7/11/2025 WealthBridge Investment Counsel Inc.3,562$2.05M0.7%+20.5%0.005%
7/11/2025 Westwind Capital23,125$13.34M2.7%+2.9%0.030%
7/11/2025 BDF Gestion2,405$1.39M0.2%-9.9%0.003%
7/11/2025 Lantz Financial LLC368$212K0.1%-8.9%0.000%
7/11/2025 Diversified Trust Co4,943$2.85M0.1%+29.4%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, 1,129 institutional investors and hedge funds held shares of MSCI. The most heavily invested institutionals were Vanguard Group Inc. ($5.30B), BlackRock Inc. ($3.09B), State Street Corp ($1.86B), Bamco Inc. NY ($1.28B), Edgewood Management LLC ($1.22B), Geode Capital Management LLC ($1.14B), and Triasima Portfolio Management inc. ($1.06B).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 979 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 ($1.89M), Principal Financial Group Inc. ($1.15M), PineStone Asset Management Inc. ($1.02M), AQR Capital Management LLC ($608.96K), Impax Asset Management Group plc ($592.15K), Bessemer Group Inc. ($587.32K), and Vanguard Group Inc. ($575.75K).

How much institutional buying is happening at MSCI?

Institutional investors have bought a total of 14,114,604 shares in the last 24 months. This purchase volume represents approximately $8.12B in transactions.

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

Of the 499 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: Sustainable Growth Advisers LP ($1.15M), Massachusetts Financial Services Co. MA ($1.03M), Capital International Investors ($722.11K), Groupe la Francaise ($394.79K), Polen Capital Management LLC ($360.16K), Fiera Capital Corp ($321.61K), and FMR LLC ($290.03K).

How much institutional selling is happening at MSCI?

Institutional investors have sold a total of 10,417,890 shares in the last 24 months. This volume of shares sold represents approximately $5.90B in transactions.



This page (NYSE:MSCI) was last updated on 7/25/2025 by MarketBeat.com Staff
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