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MSCI (MSCI) Institutional Ownership

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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)
529
Total
Institutional Inflows
(last 12 months)
$5.76B
Number of
Institutional Sellers
(last 12 months)
413
Total
Institutional Outflows
(last 12 months)
$4.01B
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MSCI Institutional Buying and Selling by Quarter

MSCI Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Palisade Asset Management LLC200$112K0.0%N/A0.000%
5/2/2024PDS Planning Inc457$256K0.0%+5.5%0.001%
5/1/2024GLOBALT Investments LLC GA476$267K0.0%-8.6%0.001%
5/1/2024Connecticut Wealth Management LLC1,003$562K0.0%-8.9%0.001%
5/1/2024Oak Ridge Investments LLC1,100$616K0.1%-11.4%0.001%
5/1/2024Mirae Asset Global Investments Co. Ltd.12,846$7.07M0.0%+17.6%0.016%
5/1/2024 Smith Group Asset Management LLC5,170$2.90M0.2%-29.0%0.007%
5/1/2024 Sequoia Financial Advisors LLC1,874$1.05M0.0%-56.7%0.002%
4/30/2024 Private Advisor Group LLC953$534K0.0%-10.5%0.001%
4/30/2024 Findlay Park Partners LLP204,900$114.84M1.1%N/A0.259%
4/30/2024 Retirement Systems of Alabama17,457$9.78M0.0%+0.1%0.022%
4/30/2024 Norden Group LLC4,256$2.39M0.2%N/A0.005%
4/30/2024 HB Wealth Management LLC893$500K0.0%+8.8%0.001%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.1,307$733K0.0%+151.3%0.002%
4/30/2024 Arkadios Wealth Advisors390$219K0.0%-47.9%0.000%
4/30/2024 Caprock Group LLC974$546K0.0%+31.8%0.001%
4/30/2024 M3 Advisory Group LLC416$233K0.2%N/A0.001%
4/30/2024 Allspring Global Investments Holdings LLC48,601$27.24M0.0%+7.7%0.061%
4/29/2024Commonwealth Equity Services LLC10,574$5.93M0.0%+0.7%0.013%
4/29/2024 Principal Financial Group Inc.832,482$466.57M0.3%+1.6%1.051%
4/29/2024 Marks Group Wealth Management Inc18,658$10.46M1.1%+4.9%0.024%
4/27/2024 Conning Inc.460$258K0.0%-5.5%0.001%
4/26/2024 Securian Asset Management Inc.4,658$2.61M0.1%-8.4%0.006%
4/26/2024 Yousif Capital Management LLC9,948$5.58M0.1%-1.8%0.013%
4/26/2024 Sumitomo Life Insurance Co.4,401$2.47M0.1%-2.8%0.006%
4/25/2024 New York State Teachers Retirement System83,110$46.58M0.1%-1.4%0.105%
4/25/2024 TRUE Private Wealth Advisors797$447K0.1%+7.6%0.001%
4/25/2024 Bank of New York Mellon Corp523,512$293.40M0.1%-5.2%0.661%
4/25/2024 Capital Investment Advisory Services LLC612$343K0.0%+35.7%0.001%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 25,749$14.43M0.1%-2.4%0.033%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund14,210$7.96M0.1%+1.4%0.018%
4/25/2024 Freedom Day Solutions LLC4,327$2.43M0.9%-1.1%0.005%
4/24/2024 Dakota Wealth Management3,877$2.17M0.1%-5.3%0.005%
4/24/2024 Simplicity Wealth LLC2,414$1.35M0.0%N/A0.003%
4/24/2024 Assenagon Asset Management S.A.100,659$56.41M0.1%-30.0%0.127%
4/24/2024 E Fund Management Hong Kong Co. Ltd.1,094$613K0.4%+426.0%0.001%
4/23/2024 Fishman Jay A Ltd. MI420$235K0.0%-19.2%0.001%
4/23/2024 Louisiana State Employees Retirement System4,600$2.58M0.1%-4.2%0.006%
4/23/2024 Amalgamated Bank16,702$9.36M0.1%-14.7%0.021%
4/23/2024 Birinyi Associates Inc.1,254$703K0.2%-40.4%0.002%
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4/23/2024 New Mexico Educational Retirement Board4,000$2.24M0.1%-4.8%0.005%
4/23/2024 Fifth Third Bancorp7,225$4.05M0.0%-3.1%0.009%
4/23/2024 Summit Trail Advisors LLC512$287K0.0%+29.0%0.001%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA33,883$17.46M0.2%-1.7%0.043%
4/23/2024 Raymond James Financial Services Advisors Inc.7,851$4.40M0.0%-11.6%0.010%
4/22/2024 Donaldson Capital Management LLC8,659$4.85M0.2%+4.9%0.011%
4/22/2024 Raymond James & Associates62,470$35.01M0.0%-1.8%0.079%
4/22/2024 EFG Asset Management Americas Corp.3,769$2.11M0.6%-29.4%0.005%
4/22/2024 Progressive Investment Management Corp16,699$9.36M2.6%-1.5%0.021%
4/22/2024 IFM Investors Pty Ltd15,775$8.84M0.1%-1.2%0.020%
4/22/2024 SeaTown Holdings Pte. Ltd.2,396$1.34M0.9%-96.1%0.003%
4/19/2024 First Trust Direct Indexing L.P.1,394$781K0.1%+25.9%0.002%
4/19/2024 Norden Group LLC4,256$2.39M0.0%N/A0.005%
4/19/2024 State of Alaska Department of Revenue10,955$6.14M0.1%+0.3%0.014%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.187,388$105.02M0.1%+0.6%0.237%
4/18/2024 MV Capital Management Inc.3,820$2.14M0.2%+4,007.5%0.005%
4/18/2024 Allspring Global Investments Holdings LLC48,601$27.24M0.0%+7.7%0.061%
4/18/2024 Vaughan Nelson Investment Management L.P.92,616$51.91M0.5%+24.3%0.117%
4/18/2024 Park Place Capital Corp253$142K0.1%-30.9%0.000%
4/18/2024 Diversified Trust Co1,788$1.00M0.0%+1.6%0.002%
4/18/2024 LVW Advisors LLC1,808$1.01M0.2%+12.1%0.002%
4/18/2024 SteelPeak Wealth LLC1,253$702K0.0%+4.4%0.002%
4/17/2024 Hennion & Walsh Asset Management Inc.1,422$797K0.0%+4.4%0.002%
4/16/2024 Toth Financial Advisory Corp172$96K0.0%+21.1%0.000%
4/16/2024 Monumental Financial Group Inc.2,231$1.25M0.7%-3.5%0.003%
4/16/2024 Atlantic Union Bankshares Corp3,479$1.95M0.2%-21.2%0.004%
4/16/2024 Transform Wealth LLC11,823$6.63M0.6%-11.0%0.015%
4/16/2024 Wealth Enhancement Advisory Services LLC3,615$2.03M0.0%+4.8%0.005%
4/15/2024 Aspiriant LLC408$229K0.0%N/A0.001%
4/15/2024 Sunbelt Securities Inc.205$115K0.0%-47.3%0.000%
4/12/2024 Riverview Trust Co133$75K0.1%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC51,717$28.99M0.3%+0.2%0.065%
4/11/2024 City Holding Co.4,659$2.61M0.4%+41.4%0.006%
4/11/2024 Ballentine Partners LLC1,827$1.02M0.0%-1.8%0.002%
4/11/2024 Security Financial Services INC.381$214K0.0%N/A0.000%
4/11/2024 Crestmont Private Wealth LLC571$320K0.2%+20.7%0.001%
4/11/2024 MJP Associates Inc. ADV901$505K0.1%+22.4%0.001%
4/11/2024 Clarus Wealth Advisors379$202K0.1%-72.5%0.000%
4/11/2024 Gulf International Bank UK Ltd6,607$3.70M0.1%+0.6%0.008%
4/11/2024 Aurora Investment Managers LLC.4,050$2.27M1.6%-20.9%0.005%
4/11/2024 RFG Advisory LLC1,086$609K0.0%+4.3%0.001%
4/10/2024 Park Avenue Securities LLC3,076$1.72M0.0%-2.5%0.004%
4/10/2024 Czech National Bank13,916$7.80M0.1%+0.5%0.018%
4/9/2024 Massmutual Trust Co. FSB ADV239$134K0.0%+17.2%0.000%
4/9/2024 Rise Advisors LLC47$26K0.0%N/A0.000%
4/8/2024 Westwind Capital21,869$12.24M3.1%N/A0.028%
4/5/2024 First Hawaiian Bank3,023$1.69M0.1%-4.7%0.004%
4/5/2024 GAMMA Investing LLC220$123K0.0%+18.3%0.000%
4/5/2024 Los Angeles Capital Management LLC259,108$145.22M0.5%+14.9%0.327%
3/27/2024Nomura Holdings Inc.1,598$904K0.0%N/A0.002%
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3/26/2024HighPoint Advisor Group LLC1,604$884K0.1%N/A0.002%
3/22/2024PNC Financial Services Group Inc.14,305$8.09M0.0%-1.5%0.018%
3/21/2024Grayhawk Investment Strategies Inc.1,695$959K0.5%N/A0.002%
3/15/2024B. Riley Wealth Advisors Inc.431$244K0.0%-46.1%0.001%
3/6/2024SageView Advisory Group LLC828$499K0.0%N/A0.001%
3/6/2024Alamar Capital Management LLC4,377$2.48M2.0%+2.1%0.006%
3/5/2024Fisher Asset Management LLC185,088$104.70M0.1%+1.5%0.234%
3/5/2024Wellington Management Group LLP1,408,574$796.76M0.1%-3.6%1.781%
2/28/2024American International Group Inc.22,647$12.81M0.1%+0.1%0.029%
2/28/2024EP Wealth Advisors LLC432$244K0.0%-10.6%0.001%
(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, 911 institutional investors and hedge funds held shares of MSCI. The most heavily invested institutionals were Vanguard Group Inc. ($4.41B), BlackRock Inc. ($3.09B), State Street Corp ($1.51B), Massachusetts Financial Services Co. MA ($1.35B), Capital Research Global Investors ($1.20B), Bamco Inc. NY ($1.16B), and Alliancebernstein L.P. ($1.11B).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 769 institutional investors that purchased MSCI stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bishop Rock Capital L.P. ($3.90M), Price T Rowe Associates Inc. MD ($2.39M), Alliancebernstein L.P. ($1.59M), Sustainable Growth Advisers LP ($969.45K), Norges Bank ($877.82K), Bank Julius Baer & Co. Ltd Zurich ($864.58K), and Impax Asset Management Group plc ($592.15K).

How much institutional buying is happening at MSCI?

Institutional investors have bought a total of 25,782,369 shares in the last 24 months. This purchase volume represents approximately $12.30B in transactions.

Which MSCI major shareholders have been selling company stock?

Of the 576 institutional investors that sold MSCI stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($1.70M), Pacer Advisors Inc. ($1.08M), Fiera Capital Corp ($816.10K), JPMorgan Chase & Co. ($569.30K), Polen Capital Management LLC ($559.58K), Durable Capital Partners LP ($551.84K), and Franklin Resources Inc. ($481.23K).

How much institutional selling is happening at MSCI?

Institutional investors have sold a total of 16,615,797 shares in the last 24 months. This volume of shares sold represents approximately $7.96B in transactions.


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This page (NYSE:MSCI) was last updated on 5/2/2024 by MarketBeat.com Staff

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