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MSCI (MSCI) Institutional Ownership

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$550.82 +0.03 (+0.00%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$557.07 +6.26 (+1.14%)
As of 07/24/2026 07:34 PM 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)
657
Total
Institutional Inflows
(last 12 months)
$6.47B
Number of
Institutional Sellers
(last 12 months)
563
Total
Institutional Outflows
(last 12 months)
$7.87B
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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
7/14/2026 Trust Asset Management LLC829$464K0.0%-4.7%0.001%
7/12/2026 Alken Asset Management Ltd1,200$670K0.7%+9.1%0.002%
7/10/2026 Tema ETFs LLC3,486$1.95M0.1%-3.3%0.005%
7/10/2026 Handelsbanken Fonder AB26,693$14.95M0.0%-5.4%0.037%
7/10/2026 Salvus Wealth Management LLC826$463K0.3%-12.0%0.001%
7/9/2026 World Equity Group Inc.902$505K0.1%+79.7%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.803$450K0.0%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC461$258K0.0%N/A0.001%
7/8/2026 Trust Point Inc.359$201K0.0%N/A0.000%
7/8/2026 Ebert Capital Management Inc.946$530K0.5%-5.7%0.001%
7/8/2026 Aurora Investment Managers LLC.3,393$1.90M1.2%N/A0.005%
7/8/2026 Czech National Bank20,722$11.61M0.1%+3.6%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab18,825$10.54M0.1%-41.0%0.026%
7/8/2026 Assenagon Asset Management S.A.167,847$94.00M0.1%-13.9%0.231%
7/8/2026 Lincoln Capital LLC2,022$1.13M0.2%-4.5%0.003%
7/7/2026 Trust Asset Management LLC829$464K0.0%-4.7%0.001%
7/7/2026 Baron Wealth Management LLC731$410K0.1%+32.4%0.001%
7/7/2026 BDF Gestion1,676$939K0.1%-10.1%0.002%
7/7/2026 GAMMA Investing LLC1,254$702K0.0%+17.1%0.002%
7/7/2026 Canandaigua National Bank & Trust Co.1,395$781K0.1%N/A0.002%
7/7/2026 Grove Bank & Trust395$221K0.0%-64.8%0.001%
7/6/2026 Stableford Capital II LLC1,709$957K0.3%-1.4%0.002%
7/2/2026 Versant Capital Management Inc648$363K0.0%+13.1%0.001%
6/24/2026Redwood Investment Management LLC1,930$1.04M0.1%+1.7%0.003%
6/18/2026Pacer Advisors Inc.3,859$2.08M0.0%-36.3%0.005%
6/16/2026Empowered Funds LLC11,562$6.23M0.0%+73.6%0.016%
6/15/2026Lombard Odier Asset Management Europe Ltd27,344$14.74M0.1%+143.5%0.038%
6/9/2026 Rathbones Group PLC13,127$7.08M0.0%-19.7%0.018%
6/3/2026NewEdge Advisors LLC2,994$1.61M0.0%-12.6%0.004%
6/1/2026Caerus Investment Advisors LLC380$205K0.1%-38.5%0.001%
6/1/2026Keel Point LLC461$248K0.0%-19.4%0.001%
5/26/2026Glenmede Trust Co. NA20,143$10.86M0.1%-12.8%0.028%
5/22/2026Groupama Asset Managment1,558$840K0.0%-18.1%0.002%
5/22/2026Segall Bryant & Hamill LLC3,575$1.96M0.0%N/A0.005%
5/22/2026Wellington Grp LLC1,647$888K0.3%+12.4%0.002%
5/22/2026Verus Capital Partners LLC388$209K0.0%N/A0.001%
5/21/2026Essential Partners LLC1,405$757K0.3%-52.1%0.002%
5/21/2026Groupe la Francaise9,948$5.36M0.1%+4.9%0.014%
5/19/2026Bank of America Corp DE369,560$199.20M0.0%-10.3%0.508%
5/19/2026Edgestream Partners L.P.10,945$5.90M0.2%N/A0.015%
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5/19/2026Janus Henderson Group PLC9,138$4.93M0.0%-5.7%0.013%
5/19/2026Centaurus Financial Inc.1,065$574K0.0%-1.8%0.001%
5/19/2026Bull Harbor Capital LLC1,239$668K0.2%N/A0.002%
5/19/2026Arkadios Wealth Advisors736$396K0.0%-16.8%0.001%
5/18/2026Amundi345,088$186.01M0.1%+21.0%0.474%
5/18/2026EverSource Wealth Advisors LLC1,183$638K0.0%+26.7%0.002%
5/18/2026California State Teachers Retirement System113,939$61.41M0.1%-4.2%0.157%
5/18/2026Empowered Funds LLC11,562$6.23M0.0%+73.6%0.016%
5/18/2026Evelyn Partners Investment Management LLP4,961$2.67M0.1%-3.9%0.007%
5/18/2026Evelyn Partners Investment Management Services Ltd1,907$1.03M0.1%+1.2%0.003%
5/16/2026The Manufacturers Life Insurance Company 38,418$20.71M0.0%-10.3%0.053%
5/16/2026Quantinno Capital Management LP149,134$80.39M0.1%+25.7%0.205%
5/16/2026Polar Asset Management Partners Inc.3,801$2.05M0.0%N/A0.005%
5/16/2026SummitTX Capital L.P.6,778$3.65M0.1%+303.7%0.009%
5/16/2026Lazard Asset Management LLC33,864$18.25M0.0%+26.5%0.047%
5/15/2026OMERS ADMINISTRATION Corp5,621$3.03M0.0%+98.6%0.008%
5/15/2026Lombard Odier Asset Management Switzerland SA2,085$1.12M0.0%N/A0.003%
5/15/2026Lombard Odier Asset Management Europe Ltd27,344$14.74M0.8%+143.5%0.038%
5/15/2026Waverly Advisors LLC830$447K0.0%+7.8%0.001%
5/15/2026Wealth Alliance LLC521$281K0.0%+9.2%0.001%
5/15/2026Cumberland Partners Ltd3,000$1.62M0.1%-55.6%0.004%
5/15/2026Sustainable Insight Capital Management LLC11,060$5.96M2.0%-19.3%0.015%
5/15/2026St. Louis Trust Co1,961$1.06M0.1%+25.4%0.003%
5/15/2026Bridgewater Advisors Inc.489$244K0.0%+5.2%0.001%
5/15/2026Boreal Capital Management LLC2,225$1.20M1.1%+19.5%0.003%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund10,685$5.76M0.0%+259.8%0.015%
5/14/2026Dai ichi Life Insurance Company Ltd476$257K0.0%N/A0.001%
5/14/2026Public Employees Retirement System of Ohio23,968$12.92M0.0%-3.6%0.033%
5/14/2026Compound Planning Inc.1,246$672K0.0%-12.7%0.002%
5/14/2026Arrowstreet Capital Limited Partnership625,446$337.12M0.2%-15.1%0.859%
5/14/2026Bank of Nova Scotia10,356$5.58M0.0%-87.2%0.014%
5/14/2026Gibbs Wealth Management2,821$1.52M0.2%-14.7%0.004%
5/14/2026Sei Investments Co.120,744$65.09M0.1%-30.5%0.166%
5/14/2026Alamar Capital Management LLC4,116$2.22M1.4%N/A0.006%
5/14/2026Lido Advisors LLC3,558$1.92M0.0%+14.4%0.005%
5/13/2026Cetera Investment Advisers8,699$4.69M0.0%-4.4%0.012%
5/13/2026Bowie Capital Management LLC135,845$73.22M2.7%-31.6%0.187%
5/13/2026Quantum Capital Management LLC NJ109,480$59.01M7.6%+25.1%0.150%
5/13/2026NewEdge Wealth LLC2,309$1.25M0.0%-38.5%0.003%
5/13/2026 First Citizens Bank & Trust Co.3,822$2.06M0.0%-18.3%0.005%
5/13/2026First Trust Advisors LP26,046$14.04M0.0%+73.7%0.036%
5/12/2026Magellan Asset Management Ltd279,153$150.47M2.0%-12.1%0.383%
5/12/2026Westpac Banking Corp7,396$3.99M0.3%-17.1%0.010%
5/12/2026Temasek Holdings Private Ltd425,863$229.54M0.8%+25.1%0.585%
5/12/2026 ABN Amro Investment Solutions3,346$1.80M0.0%+14.9%0.005%
5/8/2026PNC Financial Services Group Inc.15,521$8.37M0.0%+5.8%0.021%
5/8/2026Andra AP fonden2,680$1.45M0.0%-60.5%0.004%
5/8/2026Madison Asset Management LLC64,269$34.64M0.4%+15.8%0.088%
5/8/2026Commerzbank Aktiengesellschaft FI679$366K0.0%-3.6%0.001%
5/7/2026 Commonwealth Financial Services LLC385$208K0.0%N/A0.001%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
5/7/2026Meeder Advisory Services Inc.1,422$766K0.0%-14.1%0.002%
5/7/2026Dimensional Fund Advisors LP280,912$151.40M0.0%+2.0%0.386%
5/7/2026KBC Group NV14,196$7.65M0.0%+19.0%0.020%
5/7/2026 True North Advisors LLC759$409K0.0%+8.7%0.001%
5/7/2026Tandem Investment Advisors Inc.559$301K0.0%-33.8%0.001%
5/7/2026SEB Asset Management AB39,063$21.06M0.1%N/A0.054%
5/7/2026 Mediolanum 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%


MSCI Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,193 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), T. Rowe Price Investment Management Inc. ($829.78M), and Edgewood Management LLC ($807.27M).Learn more on MSCI's institutional investors.

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

Of the 1,039 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. ($836.95K), Mitsubishi UFJ Asset Management Co. Ltd. ($761.79K), Bamco Inc. NY ($684.09K), AQR Capital Management LLC ($608.96K), and Bessemer Group Inc. ($594.19K).

Institutional investors have bought a total of 11,345,765 shares in the last 24 months. This purchase volume represents approximately $6.47B in transactions.

Of the 563 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), JPMorgan Chase & Co. ($401.66K), Mackenzie Financial Corp ($348.30K), and Qube Research & Technologies Ltd ($339.51K).

Institutional investors have sold a total of 13,826,596 shares in the last 24 months. This volume of shares sold represents approximately $7.87B in transactions.



This page (NYSE:MSCI) was last updated on 7/27/2026 by MarketBeat.com Staff.
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