MSCI Inc (MSCI) Ownership

582.00 ↓15.13 (-2.53%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

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 34 institutional holders of MSCI own 76.21% of the company with a total of 59.9 million shares.

In the latest ownership report on September 30th 2024, the top 34 institutional holders decreased their combined ownership of MSCI by 155 thousand shares. 1 institutions bought 37,340 total additional shares and increased their ownership by an average of 2.56%. However 1 institutions sold 191,890 total shares and decreased their ownership by an average of 14.32%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of MSCI decreased by a net total of -154,550 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Principal Financial Group Inc	1.906%	2.564%	1,493,534	37,340	2024-09-30
Sustainable Growth Advisers, LP	1.465%	-14.320%	1,148,169	-191,890	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.306%	1.618%	8,860,471	141,090	2024-06-30
BlackRock Inc	8.711%	-3.781%	6,826,964	-268,265	2024-06-30
Morgan Stanley - Brokerage Accounts	4.257%	20.274%	3,336,456	562,418	2024-06-30
State Street Corp	4.059%	2.139%	3,181,013	66,624	2024-06-30
State Street Corporation	3.962%	-1.691%	3,114,389	-53,576	2024-03-31
BAMCO Inc	2.827%	-1.714%	2,215,410	-38,625	2024-06-30
AllianceBernstein L.P.	2.402%	-5.178%	1,887,702	-103,088	2024-03-31
Edgewood Management LLC	2.396%	20.293%	1,877,425	316,719	2024-06-30
Geode Capital Management, LLC	2.359%	2.990%	1,848,671	53,661	2024-06-30
Polen Capital	2.106%	1,113.070%	1,650,450	1,514,394	2024-06-30
Principal Financial Group Inc	1.906%	2.564%	1,493,534	37,340	2024-09-30
Capital Research & Mgmt Co - Division 3	1.888%	-14.695%	1,479,631	-254,888	2024-06-30
Capital Research Global Investors	1.810%	-5.678%	1,418,385	-85,386	2024-06-30
Wellington Management Company LLP	1.778%	-3.564%	1,408,574	-52,060	2023-12-31
Massachusetts Financial Services Company	1.772%	-26.802%	1,389,057	-508,622	2024-06-30
Durable Capital Partners LP	1.556%	-10.313%	1,230,395	-141,485	2023-03-31
Sustainable Growth Advisers, LP	1.465%	-14.320%	1,148,169	-191,890	2024-09-30
Fiera Capital Corporation	1.435%	-7.888%	1,124,781	-96,320	2024-06-30
FMR Inc	1.427%	-33.747%	1,118,154	-569,541	2024-06-30
T. Rowe Price Investment Management,Inc.	1.352%	0.000%	1,081,243	1,081,243	2022-09-30
Brown Advisory Holdings Inc	1.372%	2.407%	1,075,586	25,282	2024-06-30
American Century Companies Inc	1.337%	1.317%	1,047,960	13,620	2024-06-30
Nordea Investment Mgmt Bank Demark A/s	1.242%	305.711%	973,435	733,502	2024-06-30
Ameriprise Financial Inc	1.217%	6.866%	972,714	62,497	2022-09-30
NORGES BANK	1.241%	10.810%	972,714	94,891	2024-06-30
Goldman Sachs Group Inc	1.150%	56.813%	911,074	330,079	2023-12-31
Capital World Investors	1.123%	100.308%	887,881	444,622	2023-03-31
WCM Investment Management	1.019%	4.725%	815,681	36,799	2022-12-31
JPMorgan Chase & Co	1.003%	-0.600%	793,234	-4,786	2023-09-30
Franklin Resources Inc	1.002%	26.384%	787,192	164,333	2024-03-31
Amundi	0.951%	6.791%	752,262	47,839	2023-06-30
T. Rowe Price Associates, Inc.	0.934%	-44.560%	738,863	-593,859	2023-06-30
Northern Trust Corp	0.941%	10.315%	737,785	68,987	2024-06-30
Bank of America Corp	0.902%	2.008%	709,026	13,954	2024-03-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of MSCI Inc (MSCI), owning a total of 2.4 million shares. Combined, the top 36 mutual fund holders of MSCI own 44.16% of the company with a total of 34.8 million shares.

In the latest ownership report on October 31st 2024, the top 36 fund holders increased their combined ownership of MSCI by 4 thousand shares. 2 funds bought 6,302 total additional shares and increased their ownership by an average of 0.34%. However 1 funds sold 2,620 total shares and decreased their ownership by an average of 0.48%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding MSCI increased by a net total of 3,682 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.223%	0.521%	958,544	4,968	2024-10-31
iShares Core S&P 500 ETF	1.116%	0.153%	874,926	1,334	2024-10-31
The Financial Select Sector SPDR® ETF	0.688%	-0.484%	539,106	-2,620	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.023%	-0.503%	2,369,409	-11,984	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.977%	1.927%	2,354,598	44,506	2023-03-31
Vanguard Institutional 500 Index Trust	2.629%	-0.554%	2,060,504	-11,481	2024-09-30
Vanguard 500 Index Investor	2.438%	0.591%	1,928,349	11,337	2023-08-31
Vanguard Mid Cap Index Institutional	2.019%	-1.750%	1,582,361	-28,191	2024-09-30
Baron Growth Retail	1.786%	-3.448%	1,400,000	-50,000	2024-09-30
Baron Small Cap Growth Strategy	1.786%	-3.448%	1,400,000	-50,000	2024-09-30
BlackRock Mid Cap Growth	1.383%	10,998.600%	1,107,192	1,097,216	2022-06-30
T. Rowe Price New Horizons	1.303%	56.356%	1,043,286	376,037	2022-12-31
Edgewood Growth Instl	1.272%	21.002%	997,124	173,067	2024-06-30
Fidelity 500 Index	1.234%	-0.940%	966,849	-9,177	2024-09-30
SPDR® S&P 500® ETF Trust	1.223%	0.521%	958,544	4,968	2024-10-31
SPDR® S&P 500 ETF Trust	1.194%	0.701%	945,546	6,580	2024-05-30
Fidelity® 500 Index	1.165%	0.641%	921,609	5,865	2023-11-30
Principal Aligned MidCap Equity	1.153%	3.861%	903,802	33,596	2024-09-30
Principal MidCap R5	1.153%	0.000%	903,802	0	2024-09-30
iShares Core S&P 500 ETF	1.116%	0.153%	874,926	1,334	2024-10-31
Vanguard Growth Index Investor	1.041%	1.326%	815,991	10,676	2024-09-30
Sapphire Star Capital Mid Cap Growth	1.002%	178,032.000%	792,687	792,242	2023-06-30
Fidelity Magellan	1.005%	0.000%	791,700	0	2024-05-31
American Funds Growth Fund of Amer A	0.928%	-36.950%	727,384	-426,283	2024-09-30
Capital Group Growth Fnd of Amer Comp	0.928%	-36.950%	727,384	-426,283	2024-09-30
Capital Group AMCAP Composite	0.911%	-0.072%	715,720	-512	2024-06-30
VA CollegeAmerica Amcap 529A	0.911%	-0.072%	715,720	-512	2024-06-30
T. Rowe Price Capital Appreciation	0.867%	-36.106%	693,331	-391,800	2022-09-30
MFS Growth B	0.773%	6.797%	605,822	38,558	2024-09-30
MFS Growth Equity	0.773%	25.321%	605,822	122,404	2024-09-30
BlackRock Mid-Cap Growth Equity Instl	0.702%	-11.741%	556,384	-74,014	2024-04-30
MFS Mid Cap Growth Equity	0.704%	7.603%	551,887	38,995	2024-09-30
MFS Mid Cap Growth A	0.704%	0.000%	551,887	0	2024-09-30
Impax Global Opportunities Strategy Comp	0.701%	-1.724%	550,608	-9,659	2024-05-31
The Financial Select Sector SPDR® ETF	0.688%	-0.484%	539,106	-2,620	2024-10-31
AllianceBernstein US L/C Growth Eqty MF	0.673%	-14.840%	532,078	-92,718	2023-09-29
Bridge Builder Large Cap Growth	0.673%	0.178%	529,329	942	2024-07-31
Vanguard Mid-Cap Growth ETF	0.671%	-2.721%	526,180	-14,719	2024-09-30
Vanguard Institutional Index I	0.647%	-0.685%	508,544	-3,509	2024-08-31