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MSCI (MSCI) Institutional Ownership

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$572.27 -2.38 (-0.41%)
As of 09/4/2026 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
89.97%
Number of
Institutional Buyers
(last 12 months)
630
Total
Institutional Inflows
(last 12 months)
$45.99B
Number of
Institutional Sellers
(last 12 months)
498
Total
Institutional Outflows
(last 12 months)
$6.15B
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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
9/4/2026Parkside Financial Bank & Trust189$106K0.0%-14.9%0.000%
8/27/2026 Corient Private Wealth LP15,009$8.41M0.0%-38.0%0.021%
8/26/2026 Amundi359,092$201.11M0.0%+4.1%0.494%
8/26/2026 Wellington Grp LLC2,004$1.12M0.3%+21.7%0.003%
8/26/2026 HighTower Advisors LLC66,746$37.38M0.0%-13.5%0.092%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al75,420$42.24M0.3%N/A0.104%
8/24/2026 California State Teachers Retirement System60,176,298$33.70B0.1%+52,714.5%82.773%
8/23/2026 Washington Trust Advisors Inc.73$41K0.0%N/A0.000%
8/23/2026 Ameritas Advisory Services LLC148$83K0.0%N/A0.000%
8/23/2026 Wedmont Private Capital1,210$732K0.0%-4.3%0.002%
8/23/2026 HB Wealth Management LLC5,010$2.81M0.0%-4.8%0.007%
8/23/2026 Saudi Central Bank4,990$2.80M0.0%+79.9%0.007%
8/23/2026 Azimuth Capital Investment Management LLC19,685$11.02M0.4%-3.7%0.027%
8/22/2026 AlphaGrep UK Ltd1,083$607K0.2%N/A0.001%
8/22/2026 Strive Financial Group LLC643$360K0.2%-78.9%0.001%
8/22/2026 BAM Wealth Management LLC1,094$613K0.4%-8.1%0.002%
8/22/2026 Three Seasons Wealth LLC1,269$711K0.1%-26.9%0.002%
8/22/2026 TD Waterhouse Canada Inc.1,624$945K0.0%+116.0%0.002%
8/22/2026 Premier Path Wealth Partners LLC902$505K0.1%+17.3%0.001%
8/22/2026 Concurrent Investment Advisors LLC1,619$907K0.0%+10.8%0.002%
8/22/2026 NEOS Investment Management LLC11,357$6.36M0.0%+11.4%0.016%
8/21/2026 Alamar Capital Management LLC3,708$2.08M1.0%-9.9%0.005%
8/21/2026 Nykredit A S20,190$11.31M0.0%N/A0.028%
8/21/2026 Natural Investments LLC1,845$1.03M0.2%+26.0%0.003%
8/20/2026 Proficio Capital Partners LLC669$375K0.0%N/A0.001%
8/20/2026 Cat Rock Capital Management LP50,005$28.01M6.5%+19.1%0.069%
8/20/2026 Fundsmith LLP53,580$30.01M0.2%-17.3%0.074%
8/20/2026 Advocacy Wealth Management LLC2,256$1.26M0.0%+33.6%0.003%
8/20/2026 CTC Alternative Strategies Ltd.480$269K0.4%N/A0.001%
8/20/2026 BTG Pactual Asset Management US LLC1,070$599K0.0%+66.1%0.001%
8/20/2026 Moore Capital Management LP5,173$2.90M0.0%N/A0.007%
8/20/2026 Sigma Planning Corp673$377K0.0%+7.5%0.001%
8/20/2026 Two Sigma Securities LLC5,691$3.19M0.3%N/A0.008%
8/20/2026 Northwestern Mutual Wealth Management Co.8,550$4.79M0.0%+1.2%0.012%
8/20/2026 Greenleaf Trust2,660$1.49M0.0%-3.5%0.004%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC397,854$222.81M0.0%+5.2%0.547%
8/19/2026 Royal London Asset Management Ltd.33,019$18.49M0.0%-3.1%0.045%
8/19/2026 Toth Financial Advisory Corp7,257$4.06M0.4%+105.2%0.010%
8/19/2026 Mufg Securities Americas Inc.2,193$1.23M0.1%+7.9%0.003%
8/19/2026 Nissay Asset Management Corp Japan9,543$5.34M0.0%-1.1%0.013%
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8/19/2026 Hsbc Holdings PLC184,399$103.12M0.0%-6.4%0.254%
8/19/2026 Wellington Management Group LLP507,299$284.11M0.0%-8.7%0.698%
8/19/2026 Lombard Odier Asset Management Europe Ltd27,801$15.57M0.1%N/A0.038%
8/18/2026 Beacon Pointe Advisors LLC2,748$1.54M0.0%N/A0.004%
8/18/2026 Pin Oak Investment Advisors Inc.121$68K0.0%N/A0.000%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt621$348K0.0%N/A0.001%
8/18/2026 Rakuten Investment Management Inc.11,820$6.60M0.0%N/A0.016%
8/18/2026 RB Capital Management LLC1,222$685K0.1%N/A0.002%
8/18/2026 Empowered Funds LLC8,491$4.76M0.0%N/A0.012%
8/18/2026 United Capital Financial Advisors LLC18,737$10.49M0.1%N/A0.026%
8/18/2026 Equitable Holdings Inc.905$507K0.0%N/A0.001%
8/18/2026 Centaurus Financial Inc.966$541K0.0%N/A0.001%
8/18/2026Jefferies Financial Group Inc.1,333$747K0.0%N/A0.002%
8/18/2026 Public Employees Retirement System of Ohio22,459$12.58M0.0%N/A0.031%
8/17/2026 Blue Edge Capital LLC508$284K0.0%N/A0.001%
8/17/2026 Redwood Investment Management LLC2,096$1.17M0.1%N/A0.003%
8/17/2026 Proficio Capital Partners LLC669$375K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP15,435$8.64M0.0%N/A0.021%
8/17/2026 Petrus Trust Company LTA58,146$32.56M3.1%N/A0.080%
8/17/2026 Bamco Inc. NY3,211,753$1.80B2.7%N/A4.418%
8/17/2026 Bank of America Corp DE393,492$220.37M0.0%N/A0.541%
8/15/2026 Strategic Global Advisors LLC22,707$12.72M1.8%N/A0.031%
8/15/2026 Freestone Grove Partners LP50,543$28.31M0.2%N/A0.070%
8/15/2026 Caisse de depot et placement du Quebec3,768$2.11M0.0%N/A0.005%
8/15/2026 Man Group plc44,623$24.99M0.0%N/A0.061%
8/15/2026 Jupiter Topco LLC11,635$6.52M0.0%N/A0.016%
8/15/2026 Bristol Gate Capital Partners Inc.99,434$55.69M3.9%N/A0.137%
8/14/2026 Hsbc Holdings PLC184,399$103.12M0.0%N/A0.254%
8/14/2026 EFG International AG2,282$1.28M0.0%N/A0.003%
8/14/2026 Ancora Advisors LLC49$27K0.0%N/A0.000%
8/14/2026 Canada Pension Plan Investment Board165,742$92.82M0.1%N/A0.228%
8/14/2026 Galaxy Digital Capital Management GP LLC5,000$2.80M1.4%N/A0.007%
8/14/2026 Osterweis Capital Management Inc.137$77K0.0%N/A0.000%
8/14/2026 Legal & General Group Plc460,123$257.69M0.1%N/A0.633%
8/14/2026 The Manufacturers Life Insurance Company36,492$20.44M0.0%N/A0.050%
8/14/2026 Sone Capital Management LLC14,278$8.00M0.6%N/A0.020%
8/14/2026 Van Hulzen Asset Management LLC9,448$5.29M0.4%N/A0.013%
8/14/2026 Manning & Napier Advisors LLC11,035$6.18M0.1%N/A0.015%
8/14/2026 L2 Asset Management LLC403$226K0.0%N/A0.001%
8/14/2026 Vega Investment Solutions263$147K0.0%N/A0.000%
8/13/2026 Meritage Group LP274,569$153.77M5.9%N/A0.378%
8/13/2026 Cibc World Market Inc.10,793$6.05M0.0%N/A0.015%
8/13/2026 OMERS ADMINISTRATION Corp7,351$4.12M0.0%N/A0.010%
8/13/2026 Osmosis Investment Management UK Ltd1,952$1.09M0.1%N/A0.003%
8/13/2026 Sanctuary Advisors LLC4,795$2.69M0.0%N/A0.007%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.11,400$6.38M0.0%N/A0.016%
8/13/2026 Magellan Asset Management Ltd17,396$9.74M0.2%N/A0.024%
8/13/2026 Bank of Nova Scotia55,552$31.11M0.0%N/A0.076%
8/12/2026 Kirtland Hills Capital Management LLC5,470$3.06M0.9%N/A0.008%
8/12/2026 Elevation Point Wealth Partners LLC770$431K0.0%N/A0.001%
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8/12/2026 Commerce Bank15,776$8.84M0.0%N/A0.022%
8/12/2026 Northwestern Mutual Wealth Management Co.8,550$4.79M0.0%N/A0.012%
8/12/2026 Quantbot Technologies LP149$83K0.0%N/A0.000%
8/12/2026 Evolve Private Wealth LLC1,021$572K0.0%N/A0.001%
8/12/2026 W1M Asset Management Ltd467$262K0.0%N/A0.001%
8/12/2026 George Kaiser Family Foundation744$417K0.0%N/A0.001%
8/12/2026 Westpac Banking Corp5,579$3.12M0.2%N/A0.008%
8/12/2026 Sumitomo Life Insurance Co.2,580$1.45M0.0%N/A0.004%
8/12/2026 GCQ FUNDS MANAGEMENT PTY Ltd119,105$66.70M9.2%N/A0.164%
8/12/2026 Landscape Capital Management L.L.C.3,436$1.92M0.1%N/A0.005%


MSCI Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,201 institutional investors and hedge funds held shares of MSCI. The most heavily invested institutionals were California State Teachers Retirement System ($33.70B), Vanguard Group Inc. ($5.37B), BlackRock Inc. ($3.06B), State Street Corp ($1.83B), Bamco Inc. NY ($1.80B), Morgan Stanley ($1.42B), and Geode Capital Management LLC ($1.14B).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 1,041 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: California State Teachers Retirement System ($60.06M), BlackRock Inc. ($5.47M), Bamco Inc. NY ($3.90M), Norges Bank ($2.89M), Mitsubishi UFJ Asset Management Co. Ltd. ($1.62M), Vanguard Group Inc. ($836.95K), and Generation Investment Management LLP ($765.59K).

Institutional investors have bought a total of 81,909,962 shares in the last 24 months. This purchase volume represents approximately $45.99B in transactions.

Of the 498 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 ($599.50K), Edgewood Management LLC ($506.22K), Principal Financial Group Inc. ($430.71K), JPMorgan Chase & Co. ($401.66K), Mackenzie Financial Corp ($348.30K), Qube Research & Technologies Ltd ($339.51K), and T. Rowe Price Investment Management Inc. ($321.87K).

Institutional investors have sold a total of 10,848,170 shares in the last 24 months. This volume of shares sold represents approximately $6.15B in transactions.



Institutional ownership data for NYSE:MSCI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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