MSCI Inc (MSCI) Ownership

541.70 ↑13.93 (2.64%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of MSCI Inc (MSCI), owning a total of 8.9 million shares. Combined, the top 38 institutional holders of MSCI own 76.54% of the company with a total of 59.7 million shares.

In the latest ownership report on December 31st 2024, the top 38 institutional holders increased their combined ownership of MSCI by 271 thousand shares. 12 institutions bought 1,887,848 total additional shares and increased their ownership by an average of 2,022.03%. However 9 institutions sold 1,616,861 total shares and decreased their ownership by an average of 10.49%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of MSCI increased by a net total of 270,987 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.415%0.236%8,858,01920,8752024-12-31
BlackRock Inc7.658%-5.698%5,942,879-359,1052024-12-31
State Street Corp4.148%0.835%3,219,01626,6522024-12-31
BAMCO Inc2.747%-1.182%2,131,931-25,5002024-12-31
Edgewood Management LLC2.619%-7.433%2,032,434-163,2052024-12-31
Polen Capital2.619%-8.798%2,032,238-196,0552024-12-31
Geode Capital Management, LLC2.445%1.884%1,897,45635,0942024-12-31
Morgan Stanley - Brokerage Accounts2.408%1.177%1,868,64221,7352024-12-31
Principal Financial Group Inc2.079%7.999%1,613,005119,4712024-12-31
Massachusetts Financial Services Company1.588%-22.382%1,232,356-355,3672024-12-31
Fiera Capital Corporation1.480%4.521%1,148,61549,6792024-12-31
NORGES BANK1.310%4.506%1,016,54443,8302024-12-31
American Century Companies Inc1.274%-7.075%988,932-75,2952024-12-31
Sustainable Growth Advisers, LP1.216%-17.810%943,676-204,4932024-12-31
Nordea Investment Mgmt Bank Demark A/s1.119%-15.914%868,294-164,3302024-12-31
FMR Inc1.100%3.058%853,45225,3252024-12-31
Mackenzie Investments1.081%7,862.580%838,858828,3232024-12-31
Brown Advisory Holdings Inc1.068%-8.148%828,709-73,5112024-12-31
Northern Trust Corp1.011%6.593%784,49048,5242024-12-31
Bessemer Group Inc0.757%16,353.600%587,557583,9862024-12-31
StonePine Asset Management Inc.0.733%17.392%569,37484,3542024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.415%0.236%8,858,01920,8752024-12-31
BlackRock Inc7.658%-5.698%5,942,879-359,1052024-12-31
State Street Corp4.148%0.835%3,219,01626,6522024-12-31
State Street Corporation3.962%-1.691%3,114,389-53,5762024-03-31
BAMCO Inc2.747%-1.182%2,131,931-25,5002024-12-31
Edgewood Management LLC2.619%-7.433%2,032,434-163,2052024-12-31
Polen Capital2.619%-8.798%2,032,238-196,0552024-12-31
Geode Capital Management, LLC2.445%1.884%1,897,45635,0942024-12-31
AllianceBernstein L.P.2.402%-5.178%1,887,702-103,0882024-03-31
Morgan Stanley - Brokerage Accounts2.408%1.177%1,868,64221,7352024-12-31
Principal Financial Group Inc2.079%7.999%1,613,005119,4712024-12-31
Capital Research Global Investors1.810%-5.678%1,418,385-85,3862024-06-30
Wellington Management Company LLP1.778%-3.564%1,408,574-52,0602023-12-31
Capital Research & Mgmt Co - Division 31.606%-15.709%1,247,192-232,4392024-09-30
Massachusetts Financial Services Company1.588%-22.382%1,232,356-355,3672024-12-31
Durable Capital Partners LP1.556%-10.313%1,230,395-141,4852023-03-31
Fiera Capital Corporation1.480%4.521%1,148,61549,6792024-12-31
T. Rowe Price Investment Management,Inc.1.352%0.000%1,081,2431,081,2432022-09-30
JPMorgan Chase & Co1.381%4.492%1,072,42246,1002024-09-30
NORGES BANK1.310%4.506%1,016,54443,8302024-12-31
American Century Companies Inc1.274%-7.075%988,932-75,2952024-12-31
Ameriprise Financial Inc1.217%6.866%972,71462,4972022-09-30
Sustainable Growth Advisers, LP1.216%-17.810%943,676-204,4932024-12-31
Goldman Sachs Group Inc1.150%56.813%911,074330,0792023-12-31
Capital World Investors1.123%100.308%887,881444,6222023-03-31
Nordea Investment Mgmt Bank Demark A/s1.119%-15.914%868,294-164,3302024-12-31
FMR Inc1.100%3.058%853,45225,3252024-12-31
Mackenzie Investments1.081%7,862.580%838,858828,3232024-12-31
Brown Advisory Holdings Inc1.068%-8.148%828,709-73,5112024-12-31
WCM Investment Management1.019%4.725%815,68136,7992022-12-31
Northern Trust Corp1.011%6.593%784,49048,5242024-12-31
Amundi0.951%6.791%752,26247,8392023-06-30
T. Rowe Price Associates, Inc.0.934%-44.560%738,863-593,8592023-06-30
Legal & General Group PLC0.813%4.167%637,38125,4972024-06-30
Franklin Resources Inc0.802%-8.650%628,556-59,5182024-09-30
Bank of America Corp0.808%6.566%627,66438,6752024-09-30
Bessemer Group Inc0.757%16,353.600%587,557583,9862024-12-31
StonePine Asset Management Inc.0.733%17.392%569,37484,3542024-12-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of MSCI Inc (MSCI), owning a total of 2.4 million shares. Combined, the top 39 mutual fund holders of MSCI own 46.15% of the company with a total of 36.1 million shares.

In the latest ownership report on March 31st 2025, the top 39 fund holders increased their combined ownership of MSCI by 3 thousand shares. 1 funds bought 2,760 total additional shares and increased their ownership by an average of 0.29%. However 2 funds sold 6,200 total shares and decreased their ownership by an average of 0.37%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding MSCI decreased by a net total of -3,440 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P 500 ETF1.221%0.292%947,5632,7602025-03-31
SPDR® S&P 500® ETF Trust1.212%-0.526%940,256-4,9682025-03-31
The Financial Select Sector SPDR® ETF0.742%-0.214%575,470-1,2322025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Instl Ttl Stck Mkt Idx Tr2.977%1.927%2,354,59844,5062023-03-31
Vanguard Total Stock Mkt Idx Inv3.027%0.381%2,349,1798,9092025-02-28
Vanguard Institutional 500 Index Trust2.801%0.692%2,173,59514,9422025-02-28
Vanguard 500 Index Investor2.438%0.591%1,928,34911,3372023-08-31
Vanguard Mid Cap Index Institutional2.072%0.431%1,608,0446,9052025-02-28
Baron Growth Retail1.740%-3.571%1,350,000-50,0002024-12-31
Baron Small Cap Growth Strategy1.740%-3.571%1,350,000-50,0002024-12-31
BlackRock Mid Cap Growth1.383%10,998.600%1,107,1921,097,2162022-06-30
Edgewood Growth Instl1.380%-9.463%1,071,244-111,9732024-12-31
T. Rowe Price New Horizons1.303%56.356%1,043,286376,0372022-12-31
Principal MidCap R51.307%0.749%1,013,9847,5412025-02-28
Principal Aligned MidCap Equity1.294%11.130%1,004,394100,5922024-12-31
Fidelity 500 Index1.265%0.447%981,5474,3702025-02-28
iShares Core S&P 500 ETF1.221%0.292%947,5632,7602025-03-31
SPDR® S&P 500 ETF Trust1.194%0.701%945,5466,5802024-05-30
SPDR® S&P 500® ETF Trust1.212%-0.526%940,256-4,9682025-03-31
Fidelity® 500 Index1.165%0.641%921,6095,8652023-11-30
Vanguard Growth Index Investor1.022%0.077%792,9966102025-02-28
Sapphire Star Capital Mid Cap Growth1.002%178,032.000%792,687792,2422023-06-30
Fidelity Magellan1.005%0.000%791,70002024-05-31
American Funds Growth Fund of Amer A0.928%-36.950%727,384-426,2832024-09-30
Capital Group Growth Fnd of Amer Comp0.928%-36.950%727,384-426,2832024-09-30
Capital Group AMCAP Composite0.911%-0.072%715,720-5122024-06-30
VA CollegeAmerica Amcap 529A0.911%-0.072%715,720-5122024-06-30
T. Rowe Price Capital Appreciation0.867%-36.106%693,331-391,8002022-09-30
MFS Growth B0.771%-0.329%603,831-1,9912024-10-31
The Financial Select Sector SPDR® ETF0.742%-0.214%575,470-1,2322025-03-31
Vanguard Mid-Cap Growth ETF0.720%0.812%559,0534,5002025-02-28
BlackRock Mid-Cap Growth Equity Instl0.702%-11.741%556,384-74,0142024-04-30
Impax Global Opportunities Strategy Comp0.701%-1.724%550,608-9,6592024-05-31
AllianceBernstein US L/C Growth Eqty MF0.673%-14.840%532,078-92,7182023-09-29
Bridge Builder Large Cap Growth0.673%0.178%529,3299422024-07-31
Vanguard Institutional Index I0.626%-1.132%485,941-5,5622025-02-28
MFS Mid Cap Growth Equity0.617%-13.259%478,711-73,1762024-12-31
American Century US Premier Lg Cp Gr0.581%0.000%451,00002024-12-31
American Century Ultra® Inv0.581%0.000%451,00002024-12-31
MFS Mid Cap Growth A0.575%-6.336%446,424-30,1972025-02-28
Polen Growth Institutional0.552%-1.728%432,299-7,6002024-09-30
MFS Growth Equity0.548%-29.803%425,270-180,5522024-12-31

Discussions

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wsb_pro8/20/24 08:30pm

$MSCI nearing a decent swing entry point

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micmic5/3/24 01:10pm

$MSCI lets see if it can hold the line

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