MSCI Ownership 2024 | Who Owns MSCI Now?
Institutional Ownership
89.62%
Insider Ownership
3.20%
Retail Ownership
7.18%
Institutional Holders
925.00
MSCI Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 11.19% | 0.08% | 8,860,471 | 141,090 | 1.62% | 4,268,531,903 | Jun 30, 2024 |
BLACKROCK INC. | 8.62% | 0.07% | 6,826,964 | -268,265 | -3.78% | 3,288,889,829 | Jun 30, 2024 |
STATE STREET CORP | 4.02% | 0.07% | 3,181,013 | 66,624 | 2.14% | 1,532,453,013,000 | Jun 30, 2024 |
BAMCO INC /NY/ | 2.80% | 3.06% | 2,215,410 | -38,625 | -1.71% | 1,067,273,767 | Jun 30, 2024 |
EDGEWOOD MANAGEMENT LLC | 2.37% | 2.45% | 1,877,425 | 316,719 | 20.29% | 904,449,494 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.33% | 0.08% | 1,848,671 | 53,661 | 2.99% | 888,617,929 | Jun 30, 2024 |
MORGAN STANLEY | 2.11% | 0.06% | 1,668,228 | 281,209 | 20.27% | 803,670,821 | Jun 30, 2024 |
POLEN CAPITAL MANAGEMENT LLC | 2.08% | 2.00% | 1,650,450 | 1,514,394 | 1113.07% | 795,104,495 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 1.87% | 0.15% | 1,479,631 | -254,888 | -14.70% | 712,959,483 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 1.84% | 0.42% | 1,456,194 | 623,712 | 74.92% | 701,521,694,000 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 1.79% | 0.15% | 1,418,385 | -85,386 | -5.68% | 683,318,494 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.75% | 0.21% | 1,389,057 | -508,622 | -26.80% | 669,178,210 | Jun 30, 2024 |
SUSTAINABLE GROWTH ADVISERS, LP | 1.69% | 2.73% | 1,340,059 | 17,001 | 1.28% | 645,573,424 | Jun 30, 2024 |
FIERA CAPITAL CORP | 1.42% | 1.70% | 1,124,781 | -96,320 | -7.89% | 541,863,247 | Jun 30, 2024 |
FMR LLC | 1.41% | 0.03% | 1,118,154 | -569,541 | -33.75% | 538,670,326 | Jun 30, 2024 |
BROWN ADVISORY INC | 1.36% | 0.68% | 1,075,586 | 25,282 | 2.41% | 518,163,823 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 1.32% | 0.31% | 1,047,960 | 13,620 | 1.32% | 504,854,730 | Jun 30, 2024 |
NORDEA INVESTMENT MANAGEMENT AB | 1.23% | 0.56% | 973,435 | 733,502 | 305.71% | 473,654,002 | Jun 30, 2024 |
NORGES BANK | 1.23% | 0.07% | 972,714 | 972,714 | 100.00% | 468,604,970 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.93% | 0.06% | 737,785 | 68,987 | 10.32% | 355,427,924,000 | Jun 30, 2024 |
MSCI's largest institutional shareholder is VANGUARD GROUP INC, holding 11.19% of the company's total share outstanding, currently valued at $4.27B. The top 10 institutional shareholders own together 39.23% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP | 0.04% | 13.05% | 33,014 | 33,014 | 100.00% | 15,904,495 | Jun 30, 2024 |
GFI INVESTMENT COUNSEL LTD. | 0.14% | 7.18% | 113,933 | 414 | 0.36% | 54,887,000 | Jun 30, 2024 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 0.05% | 4.91% | 38,909 | 38,909 | 100.00% | 18,744,411 | Jun 30, 2024 |
BOWIE CAPITAL MANAGEMENT, LLC | 0.20% | 4.73% | 160,702 | 47,802 | 42.34% | 77,418,190 | Jun 30, 2024 |
BRISTOL GATE CAPITAL PARTNERS INC. | 0.24% | 4.51% | 189,010 | 37,212 | 24.51% | 91,055,568 | Jun 30, 2024 |
YCG, LLC | 0.13% | 4.18% | 106,365 | 17,754 | 20.04% | 51,241,281 | Jun 30, 2024 |
QUANTUM CAPITAL MANAGEMENT, LLC / NJ | 0.09% | 3.95% | 72,449 | 39,111 | 117.32% | 34,902,383 | Jun 30, 2024 |
OWNERSHIP CAPITAL B.V. | 0.34% | 3.54% | 272,073 | 24,815 | 10.04% | 131,071,168 | Jun 30, 2024 |
TSAI CAPITAL CORP | 0.01% | 3.33% | 7,011 | 1,629 | 30.27% | 3,377,549 | Jun 30, 2024 |
TRIPLE FROND PARTNERS LLC | 0.07% | 3.27% | 57,920 | 57,920 | 100.00% | 27,903,000 | Jun 30, 2024 |
AKO CAPITAL LLP | 0.58% | 3.06% | 461,682 | 20,898 | 4.74% | 222,415,000 | Jun 30, 2024 |
BAMCO INC /NY/ | 2.80% | 3.06% | 2,215,410 | -38,625 | -1.71% | 1,067,273,767 | Jun 30, 2024 |
BASKIN FINANCIAL SERVICES INC. | 0.09% | 2.98% | 72,290 | 72,290 | 100.00% | 34,826,000 | Jun 30, 2024 |
CAMBRIDGE FINANCIAL GROUP, INC. | 0.02% | 2.80% | 12,933 | 670 | 5.46% | 6,230,473 | Jun 30, 2024 |
MONTANARO ASSET MANAGEMENT LTD | 0.04% | 2.74% | 30,475 | 100 | 0.33% | 14,681,331 | Jun 30, 2024 |
SUSTAINABLE GROWTH ADVISERS, LP | 1.69% | 2.73% | 1,340,059 | 17,001 | 1.28% | 645,573,424 | Jun 30, 2024 |
SPENCE ASSET MANAGEMENT | 0.00% | 2.64% | 188 | -21,681 | -99.14% | 10,646,000 | Jun 30, 2024 |
APEIRON CAPITAL LTD | 0.02% | 2.53% | 15,064 | 15,064 | 100.00% | 7,257,082 | Jun 30, 2024 |
DOCK STREET ASSET MANAGEMENT INC | 0.05% | 2.52% | 37,364 | -3,013 | -7.46% | 18,000,107 | Jun 30, 2024 |
STONEPINE ASSET MANAGEMENT INC. | 0.92% | 2.48% | 730,986 | 412,389 | 129.44% | 352,152,506 | Jun 30, 2024 |
The largest MSCI shareholder by % of total assets is COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP. The company owns 33.01K shares of MSCI (MSCI), representing 13.05% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
POLEN CAPITAL MANAGEMENT LLC | 2.08% | 2.00% | 1,650,450 | 1,514,394 | 1113.07% | 795,104,495 | Jun 30, 2024 |
NORGES BANK | 1.23% | 0.07% | 972,714 | 972,714 | 100.00% | 468,604,970 | Jun 30, 2024 |
NORDEA INVESTMENT MANAGEMENT AB | 1.23% | 0.56% | 973,435 | 733,502 | 305.71% | 473,654,002 | Jun 30, 2024 |
PRINCIPAL FINANCIAL GROUP INC | 1.84% | 0.42% | 1,456,194 | 623,712 | 74.92% | 701,521,694,000 | Jun 30, 2024 |
STONEPINE ASSET MANAGEMENT INC. | 0.92% | 2.48% | 730,986 | 412,389 | 129.44% | 352,152,506 | Jun 30, 2024 |
EDGEWOOD MANAGEMENT LLC | 2.37% | 2.45% | 1,877,425 | 316,719 | 20.29% | 904,449,494 | Jun 30, 2024 |
MORGAN STANLEY | 2.11% | 0.06% | 1,668,228 | 281,209 | 20.27% | 803,670,821 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.79% | 0.05% | 628,194 | 226,891 | 56.54% | 302,632,274 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 0.68% | 0.12% | 537,757 | 219,129 | 68.77% | 259,064,436 | Jun 30, 2024 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.44% | 0.12% | 346,202 | 210,883 | 155.84% | 166,782,826 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.43% | 0.37% | 341,037 | 193,908 | 131.79% | 164,294,575 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.24% | 1.04% | 190,448 | 190,448 | 100.00% | 91,748,324 | Jun 30, 2024 |
THIRD POINT LLC | 0.19% | 0.83% | 150,000 | 150,000 | 100.00% | 72,262,500 | Jun 30, 2024 |
MACQUARIE GROUP LTD | 0.23% | 0.10% | 183,124 | 144,515 | 374.30% | 88,220,409 | Jun 30, 2024 |
VANGUARD GROUP INC | 11.19% | 0.08% | 8,860,471 | 141,090 | 1.62% | 4,268,531,903 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.50% | 0.05% | 395,201 | 128,177 | 48.00% | 190,388,083 | Jun 30, 2024 |
BARCLAYS PLC | 0.69% | 0.08% | 544,394 | 122,792 | 29.13% | 262,260,000 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.39% | 0.03% | 310,555 | 94,656 | 43.84% | 149,608,000 | Jun 30, 2024 |
NEUBERGER BERMAN GROUP LLC | 0.57% | 0.18% | 451,086 | 89,456 | 24.74% | 217,310,650 | Jun 30, 2024 |
APG ASSET MANAGEMENT N.V. | 0.40% | 0.25% | 315,887 | 88,239 | 38.76% | 141,990,728 | Jun 30, 2024 |
As of Jun 30 2024, MSCI's largest institutional buyer is POLEN CAPITAL MANAGEMENT LLC. The company purchased 1.51M stocks of MSCI, valued at $795.10M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ALLIANCEBERNSTEIN L.P. | 0.27% | 0.04% | 212,126 | -1,675,576 | -88.76% | 102,191,701 | Jun 30, 2024 |
FMR LLC | 1.41% | 0.03% | 1,118,154 | -569,541 | -33.75% | 538,670,326 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.75% | 0.21% | 1,389,057 | -508,622 | -26.80% | 669,178,210 | Jun 30, 2024 |
WINSLOW CAPITAL MANAGEMENT, LLC | 0.00% | 0.00% | 821 | -451,532 | -99.82% | 395,517 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.40% | 0.03% | 320,262 | -346,645 | -51.98% | 154,286,220 | Jun 30, 2024 |
BLACKROCK INC. | 8.62% | 0.07% | 6,826,964 | -268,265 | -3.78% | 3,288,889,829 | Jun 30, 2024 |
INVESCO LTD. | 0.45% | 0.04% | 359,402 | -263,707 | -42.32% | 173,141,920 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 1.87% | 0.15% | 1,479,631 | -254,888 | -14.70% | 712,959,483 | Jun 30, 2024 |
DURABLE CAPITAL PARTNERS LP | 0.40% | 1.25% | 316,599 | -242,478 | -43.37% | 152,521,568 | Jun 30, 2024 |
MAN GROUP PLC | 0.04% | 0.04% | 35,472 | -237,632 | -87.01% | 17,088,636 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.37% | 0.06% | 289,695 | -197,561 | -40.55% | 139,560,566 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | - | - | - | -188,844 | -100.00% | - | Jun 30, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | - | - | - | -188,315 | -100.00% | - | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 0.33% | 0.14% | 259,519 | -153,727 | -37.20% | 125,023,279 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.06% | 0.02% | 48,890 | -139,603 | -74.06% | 23,552,758 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.57% | 0.03% | 452,049 | -129,509 | -22.27% | 217,776,000 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.37% | 0.22% | 290,988 | -122,504 | -29.63% | 140,183,469 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.74% | 0.03% | 588,989 | -120,037 | -16.93% | 283,745,284 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 0.07% | 0.03% | 54,979 | -114,278 | -67.52% | 26,486,133 | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | 0.11% | 0.06% | 85,779 | -113,031 | -56.85% | 41,323,904 | Jun 30, 2024 |
As of Jun 30 2024, MSCI's biggest institutional seller is ALLIANCEBERNSTEIN L.P.. The company sold -1.68M shares of MSCI, valued at $102.19M.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.23% | 0.07% | 972,714 | 972,714 | 100.00% | 468,604,970 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.24% | 1.04% | 190,448 | 190,448 | 100.00% | 91,748,324 | Jun 30, 2024 |
THIRD POINT LLC | 0.19% | 0.83% | 150,000 | 150,000 | 100.00% | 72,262,500 | Jun 30, 2024 |
BASKIN FINANCIAL SERVICES INC. | 0.09% | 2.98% | 72,290 | 72,290 | 100.00% | 34,826,000 | Jun 30, 2024 |
SELECT EQUITY GROUP, L.P. | 0.09% | 0.13% | 70,919 | 70,919 | 100.00% | 34,165,228 | Jun 30, 2024 |
ORIBEL CAPITAL MANAGEMENT, LP | 0.08% | 0.03% | 59,500 | 59,500 | 100.00% | 211,225 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.07% | 0.06% | 58,100 | 58,100 | 100.00% | 27,989,675 | Jun 30, 2024 |
TRIPLE FROND PARTNERS LLC | 0.07% | 3.27% | 57,920 | 57,920 | 100.00% | 27,903,000 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.06% | 0.00% | 48,072 | 48,072 | 100.00% | 570,000 | Jun 30, 2024 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 0.05% | 4.91% | 38,909 | 38,909 | 100.00% | 18,744,411 | Jun 30, 2024 |
COALESCENCE PARTNERS INVESTMENT MANAGEMENT, LP | 0.04% | 13.05% | 33,014 | 33,014 | 100.00% | 15,904,495 | Jun 30, 2024 |
PARNASSUS INVESTMENTS, LLC | 0.04% | 0.03% | 28,172 | 28,172 | 100.00% | 13,571,861 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.03% | 0.03% | 26,300 | 26,300 | 100.00% | 12,670,025 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.06% | 22,123 | 22,123 | 100.00% | 10,657,755 | Jun 30, 2024 |
FIL LTD | 0.03% | 0.01% | 20,509 | 20,509 | 100.00% | 9,880,211 | Jun 30, 2024 |
OVERBROOK MANAGEMENT CORP | 0.02% | 2.27% | 18,695 | 18,695 | 100.00% | 9,006,316 | Jun 30, 2024 |
RATHBONES GROUP PLC | 0.02% | 0.04% | 16,120 | 16,120 | 100.00% | 7,765,810 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.08% | 15,510 | 15,510 | 100.00% | 7,472,000 | Jun 30, 2024 |
APEIRON CAPITAL LTD | 0.02% | 2.53% | 15,064 | 15,064 | 100.00% | 7,257,082 | Jun 30, 2024 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 0.02% | 0.17% | 13,606 | 13,606 | 100.00% | 6,554,691 | Jun 30, 2024 |
HERON BAY CAPITAL MANAGEMENT | 0.02% | 1.27% | 12,361 | 12,361 | 100.00% | 5,954,928 | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.01% | 0.13% | 11,700 | 11,700 | 100.00% | 5,636,475 | Jun 30, 2024 |
NOMURA HOLDINGS INC | 0.01% | 0.01% | 11,500 | 11,500 | 100.00% | 5,540,125 | Jun 30, 2024 |
0.01% | 0.12% | 8,798 | 8,798 | 100.00% | 4,238,393 | Jun 30, 2024 | |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.01% | 8,478 | 8,478 | 100.00% | 4,084,900 | Jun 30, 2024 |
1832 ASSET MANAGEMENT L.P. | 0.01% | 0.00% | 7,800 | 7,800 | 100.00% | 3,757,650 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.01% | 0.00% | 7,285 | 7,285 | 100.00% | 3,509,000 | Jun 30, 2024 |
YACKTMAN ASSET MANAGEMENT LP | 0.01% | 0.03% | 7,110 | 7,110 | 100.00% | 3,425,242 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.07% | 6,104 | 6,104 | 100.00% | 2,940,602 | Jun 30, 2024 |
SCOTIA CAPITAL INC. | 0.01% | 0.02% | 5,735 | 5,735 | 100.00% | 2,762,935 | Jun 30, 2024 |
ALAMAR CAPITAL MANAGEMENT, LLC | 0.01% | 1.94% | 5,541 | 5,541 | 100.00% | 2,669,190 | Jun 30, 2024 |
INVESTIDOR PROFISSIONAL GESTAO DE RECURSOS LTDA. | 0.01% | 1.08% | 5,142 | 5,142 | 100.00% | 2,477,159 | Jun 30, 2024 |
PORTSIDE WEALTH GROUP, LLC | 0.01% | 0.45% | 4,938 | 4,938 | 100.00% | 2,378,882 | Jun 30, 2024 |
DELTA INVESTMENT MANAGEMENT, LLC | 0.01% | 0.49% | 4,594 | 4,594 | 100.00% | 2,213,160 | Jun 30, 2024 |
CORONATION FUND MANAGERS LTD. | 0.01% | 0.06% | 4,177 | 4,177 | 100.00% | 2,012,270 | Jun 30, 2024 |
ICON WEALTH ADVISORS, LLC | 0.01% | 0.19% | 3,992 | 3,992 | 100.00% | 2,158,898 | Jun 30, 2024 |
FOX RUN MANAGEMENT, L.L.C. | 0.01% | 0.36% | 3,980 | 3,980 | 100.00% | 1,917,365 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.00% | 0.02% | 3,858 | 3,858 | 100.00% | 1,858,592 | Jun 30, 2024 |
OFI INVEST ASSET MANAGEMENT | 0.00% | 0.05% | 3,815 | 3,815 | 100.00% | 1,714,836 | Jun 30, 2024 |
LECAP ASSET MANAGEMENT LTD | 0.00% | 0.39% | 3,769 | 3,769 | 100.00% | 1,815,716 | Jun 30, 2024 |
ALLIANCE WEALTH ADVISORS, LLC /UT | 0.00% | 0.50% | 3,505 | 3,505 | 100.00% | 1,688,534 | Jun 30, 2024 |
DASH ACQUISITIONS INC. | 0.00% | 0.47% | 3,378 | 3,378 | 100.00% | 1,702,512 | Jun 30, 2024 |
TRIVANT CUSTOM PORTFOLIO GROUP, LLC | 0.00% | 0.95% | 3,205 | 3,205 | 100.00% | 1,544,009 | Jun 30, 2024 |
BDF-GESTION | 0.00% | 0.14% | 3,017 | 3,017 | 100.00% | 1,453,440 | Jun 30, 2024 |
PRIVIUM FUND MANAGEMENT (UK) LTD | 0.00% | 0.54% | 2,800 | 2,800 | 100.00% | 1,374,828 | Jun 30, 2024 |
DYNASTY WEALTH MANAGEMENT, LLC | 0.00% | 0.04% | 2,765 | 2,765 | 100.00% | 1,332,039 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 2,746 | 2,746 | 100.00% | 1,322,885 | Jun 30, 2024 |
ATOM INVESTORS LP | 0.00% | 0.11% | 2,372 | 2,372 | 100.00% | 1,142,711 | Jun 30, 2024 |
CHOREO, LLC | 0.00% | 0.02% | 2,371 | 2,371 | 100.00% | 1,136,752 | Jun 30, 2024 |
OAK THISTLE LLC | 0.00% | 0.78% | 2,189 | 2,189 | 100.00% | 1,054,551 | Jun 30, 2024 |
MEITAV INVESTMENT HOUSE LTD | 0.00% | 0.02% | 2,100 | 2,100 | 100.00% | 1,022,301 | Jun 30, 2024 |
AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.01% | 1,883 | 1,883 | 100.00% | 906,996 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.00% | 0.00% | 1,805 | 1,805 | 100.00% | 869,559 | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | 0.00% | 0.02% | 1,790 | 1,790 | 100.00% | 862,333 | Jun 30, 2024 |
NUMERAI GP LLC | 0.00% | 0.31% | 1,780 | 1,780 | 100.00% | 857,515 | Jun 30, 2024 |
GARDA CAPITAL PARTNERS LP | 0.00% | 0.03% | 1,659 | 1,659 | 100.00% | 799,223,000 | Jun 30, 2024 |
STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.00% | 0.10% | 1,657 | 1,657 | 100.00% | 794,287 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.46% | 1,600 | 1,600 | 100.00% | 770,800 | Jun 30, 2024 |
MACHINA CAPITAL S.A.S. | 0.00% | 0.33% | 1,522 | 1,522 | 100.00% | 733,224 | Jun 30, 2024 |
0.00% | 0.10% | 1,504 | 1,504 | 100.00% | 778,197 | Jun 30, 2024 | |
HOHIMER WEALTH MANAGEMENT, LLC | 0.00% | 0.17% | 1,494 | 1,494 | 100.00% | 719,735 | Jun 30, 2024 |
BLUESPRUCE INVESTMENTS, LP | 0.00% | 0.01% | 1,461 | 1,461 | 100.00% | 703,837 | Jun 30, 2024 |
PALLAS CAPITAL ADVISORS LLC | 0.00% | 0.03% | 1,459 | 1,459 | 100.00% | 727,629 | Jun 30, 2024 |
MISSION WEALTH MANAGEMENT, LP | 0.00% | 0.02% | 1,456 | 1,456 | 100.00% | 701,554 | Jun 30, 2024 |
COPPERWYND FINANCIAL, LLC | 0.00% | 0.25% | 1,408 | 1,408 | 100.00% | 761,390 | Jun 30, 2024 |
BENIN MANAGEMENT CORP | 0.00% | 0.18% | 1,214 | 1,214 | 100.00% | 584,845 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.00% | 0.04% | 1,142 | 1,142 | 100.00% | 550,000 | Jun 30, 2024 |
PRELUDE CAPITAL MANAGEMENT, LLC | 0.00% | 0.04% | 1,127 | 1,127 | 100.00% | 542,932 | Jun 30, 2024 |
BRYN MAWR CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 1,121 | 1,121 | 100.00% | 540,042 | Jun 30, 2024 |
APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 1,109 | 1,109 | 100.00% | 534,261 | Jun 30, 2024 |
INTELLECTUS PARTNERS, LLC | 0.00% | 0.14% | 1,038 | 1,038 | 100.00% | 500,056 | Jun 30, 2024 |
WALLACE ADVISORY GROUP, LLC | 0.00% | 0.35% | 995 | 995 | 100.00% | 479,342 | Jun 30, 2024 |
SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.08% | 968 | 968 | 100.00% | 466,334 | Jun 30, 2024 |
ONE WEALTH MANAGEMENT INVESTMENT & ADVISORY SERVICES, LLC | 0.00% | 0.18% | 959 | 959 | 100.00% | 461,998 | Jun 30, 2024 |
MALAGA COVE CAPITAL, LLC | 0.00% | 0.18% | 944 | 944 | 100.00% | 454,772 | Jun 30, 2024 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 0.00% | 0.16% | 809 | 809 | 100.00% | 389,753 | Jun 30, 2024 |
0.00% | 0.02% | 805 | 805 | 100.00% | 387,624 | Jun 30, 2024 | |
D.B. ROOT & COMPANY, LLC | 0.00% | 0.13% | 804 | 804 | 100.00% | 387,327 | Jun 30, 2024 |
TECTONIC ADVISORS LLC | 0.00% | 0.03% | 770 | 770 | 100.00% | 370,975 | Jun 30, 2024 |
DIVERSIFY ADVISORY SERVICES, LLC | 0.00% | 0.02% | 764 | 764 | 100.00% | 373,696 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.06% | 744 | 744 | 100.00% | 358,422 | Jun 30, 2024 |
CITIZENS FINANCIAL GROUP INC/RI | 0.00% | 0.01% | 712 | 712 | 100.00% | 343,006 | Jun 30, 2024 |
FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.03% | 710 | 710 | 100.00% | 342,042 | Jun 30, 2024 |
DRW SECURITIES, LLC | 0.00% | 0.01% | 690 | 690 | 100.00% | 332,079 | Jun 30, 2024 |
PEAPACK GLADSTONE FINANCIAL CORP | 0.00% | 0.00% | 661 | 661 | 100.00% | 318,000 | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | 0.00% | 0.05% | 635 | 635 | 100.00% | 305,911 | Jun 30, 2024 |
CLEARALPHA TECHNOLOGIES LP | 0.00% | 0.10% | 617 | 617 | 100.00% | 297,240 | Jun 30, 2024 |
CORTON CAPITAL INC. | 0.00% | 0.14% | 573 | 573 | 100.00% | 276,043 | Jun 30, 2024 |
INTEGRATED WEALTH CONCEPTS LLC | 0.00% | 0.00% | 572 | 572 | 100.00% | 275,385 | Jun 30, 2024 |
WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.01% | 539 | 539 | 100.00% | 259,697 | Jun 30, 2024 |
RAMIREZ ASSET MANAGEMENT, INC. | 0.00% | 0.05% | 509 | 509 | 100.00% | 245,211 | Jun 30, 2024 |
NEW WORLD ADVISORS LLC | 0.00% | 0.07% | 505 | 505 | 100.00% | 243,284 | Jun 30, 2024 |
CASTLEVIEW PARTNERS, LLC | 0.00% | 0.14% | 503 | 503 | 100.00% | 242,320 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.00% | 0.00% | 500 | 500 | 100.00% | 240,875 | Jun 30, 2024 |
IBEX INVESTORS LLC | 0.00% | 0.25% | 500 | 500 | 100.00% | 240,875 | Jun 30, 2024 |
SALVUS WEALTH MANAGEMENT, LLC | 0.00% | 0.16% | 491 | 491 | 100.00% | 236,539 | Jun 30, 2024 |
EQUITABLE TRUST CO | 0.00% | 0.02% | 487 | 487 | 100.00% | 234,612 | Jun 30, 2024 |
ANGELES WEALTH MANAGEMENT, LLC | 0.00% | 0.02% | 444 | 444 | 100.00% | 213,897 | Jun 30, 2024 |
AZZAD ASSET MANAGEMENT INC /ADV | 0.00% | 0.03% | 442 | 442 | 100.00% | 213,140 | Jun 30, 2024 |
ONEASCENT WEALTH MANAGEMENT LLC | 0.00% | 0.11% | 435 | 435 | 100.00% | 210,000 | Jun 30, 2024 |
MSCI's largest new institutional shareholder by number of shares is NORGES BANK, purchased 972.71K shares, valued at $468.60M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CAPITAL WORLD INVESTORS | - | - | - | -188,844 | -100.00% | - | Jun 30, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | - | - | - | -188,315 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -58,552 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -42,721 | -100.00% | - | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -31,588 | -100.00% | - | Jun 30, 2024 |
POINT72 HONG KONG LTD | - | - | - | -29,713 | -100.00% | - | Jun 30, 2024 |
GABELLI FUNDS LLC | - | - | - | -26,240 | -100.00% | - | Jun 30, 2024 |
STONY POINT CAPITAL LLC | - | - | - | -22,734 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -22,444 | -100.00% | - | Jun 30, 2024 |
LAURION CAPITAL MANAGEMENT LP | - | - | - | -19,972 | -100.00% | - | Jun 30, 2024 |
LA FINANCIERE DE L'ECHIQUIER | - | - | - | -19,700 | -100.00% | - | Jun 30, 2024 |
TOTEM POINT MANAGEMENT, LLC | - | - | - | -17,372 | -100.00% | - | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | - | - | - | -13,933 | -100.00% | - | Jun 30, 2024 |
TRANSFORM WEALTH, LLC | - | - | - | -11,823 | -100.00% | - | Jun 30, 2024 |
CHIRON INVESTMENT MANAGEMENT, LLC | - | - | - | -11,783 | -100.00% | - | Jun 30, 2024 |
EVOKE WEALTH, LLC | - | - | - | -11,519 | -100.00% | - | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | - | - | - | -11,318 | -100.00% | - | Jun 30, 2024 |
ING GROEP NV | - | - | - | -9,973 | -100.00% | - | Jun 30, 2024 |
BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -9,713 | -100.00% | - | Jun 30, 2024 |
PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -9,665 | -100.00% | - | Jun 30, 2024 |
PALOMA PARTNERS MANAGEMENT CO | - | - | - | -8,579 | -100.00% | - | Jun 30, 2024 |
CLEARBRIDGE INVESTMENTS, LLC | - | - | - | -7,086 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | - | - | - | -6,479 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | - | - | - | -5,843 | -100.00% | - | Jun 30, 2024 |
SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -5,170 | -100.00% | - | Jun 30, 2024 |
LEVERAGE PARTNERS ABSOLUTE RETURN FUND SPC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
GAMCO INVESTORS, INC. ET AL | - | - | - | -4,618 | -100.00% | - | Jun 30, 2024 |
RETIREFUL, LLC | - | - | - | -4,019 | -100.00% | - | Jun 30, 2024 |
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -3,320 | -100.00% | - | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -3,300 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -3,191 | -100.00% | - | Jun 30, 2024 |
GYL FINANCIAL SYNERGIES, LLC | - | - | - | -3,132 | -100.00% | - | Jun 30, 2024 |
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -2,993 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -2,845 | -100.00% | - | Jun 30, 2024 |
TRADEWINDS, LLC. | - | - | - | -2,731 | -100.00% | - | Jun 30, 2024 |
ANTHRACITE INVESTMENT COMPANY, INC. | - | - | - | -2,700 | -100.00% | - | Jun 30, 2024 |
CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. | - | - | - | -2,553 | -100.00% | - | Jun 30, 2024 |
VIRTU FINANCIAL LLC | - | - | - | -2,507 | -100.00% | - | Jun 30, 2024 |
SEATOWN HOLDINGS PTE. LTD. | - | - | - | -2,396 | -100.00% | - | Jun 30, 2024 |
CUMBERLAND PARTNERS LTD | - | - | - | -2,250 | -100.00% | - | Jun 30, 2024 |
GARDNER LEWIS ASSET MANAGEMENT L P | - | - | - | -2,150 | -100.00% | - | Jun 30, 2024 |
GREAT LAKES ADVISORS, LLC | - | - | - | -2,065 | -100.00% | - | Jun 30, 2024 |
LMR PARTNERS LLP | - | - | - | -1,900 | -100.00% | - | Jun 30, 2024 |
LINDEN THOMAS ADVISORY SERVICES, LLC | - | - | - | -1,897 | -100.00% | - | Jun 30, 2024 |
WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -1,861 | -100.00% | - | Jun 30, 2024 |
WATERLOO CAPITAL, L.P. | - | - | - | -1,525 | -100.00% | - | Jun 30, 2024 |
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -1,489 | -100.00% | - | Jun 30, 2024 |
QTRON INVESTMENTS LLC | - | - | - | -1,425 | -100.00% | - | Jun 30, 2024 |
TEAM HEWINS, LLC | - | - | - | -1,365 | -100.00% | - | Jun 30, 2024 |
GRIES FINANCIAL LLC | - | - | - | -1,358 | -100.00% | - | Jun 30, 2024 |
STEVENS CAPITAL MANAGEMENT LP | - | - | - | -1,324 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -1,226 | -100.00% | - | Jun 30, 2024 |
SEVEN EIGHT CAPITAL, LP | - | - | - | -1,159 | -100.00% | - | Jun 30, 2024 |
MENARD FINANCIAL GROUP LLC | - | - | - | -1,128 | -100.00% | - | Jun 30, 2024 |
INCEPTIONR LLC | - | - | - | -1,015 | -100.00% | - | Jun 30, 2024 |
CM WEALTH ADVISORS LLC | - | - | - | -1,008 | -100.00% | - | Jun 30, 2024 |
ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -968 | -100.00% | - | Jun 30, 2024 |
WEXFORD CAPITAL LP | - | - | - | -910 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -852 | -100.00% | - | Jun 30, 2024 |
BALBOA WEALTH PARTNERS | - | - | - | -830 | -100.00% | - | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -734 | -100.00% | - | Jun 30, 2024 |
VALUES FIRST ADVISORS, INC. | - | - | - | -655 | -100.00% | - | Jun 30, 2024 |
KINNERET ADVISORY, LLC | - | - | - | -639 | -100.00% | - | Jun 30, 2024 |
INSIGNEO ADVISORY SERVICES, LLC | - | - | - | -601 | -100.00% | - | Jun 30, 2024 |
WEIL COMPANY, INC. | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
GREAT LAKES RETIREMENT, INC. | - | - | - | -592 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -575 | -100.00% | - | Jun 30, 2024 |
FOUNDRY PARTNERS, LLC | - | - | - | -570 | -100.00% | - | Jun 30, 2024 |
FULLERTON FUND MANAGEMENT CO LTD. | - | - | - | -549 | -100.00% | - | Jun 30, 2024 |
INTEGRATED ADVISORS NETWORK LLC | - | - | - | -540 | -100.00% | - | Jun 30, 2024 |
VERSOR INVESTMENTS LP | - | - | - | -503 | -100.00% | - | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
OLD NATIONAL BANCORP /IN/ | - | - | - | -483 | -100.00% | - | Jun 30, 2024 |
MAVERICK CAPITAL LTD | - | - | - | -481 | -100.00% | - | Jun 30, 2024 |
ISAM FUNDS (UK) LTD | - | - | - | -481 | -100.00% | - | Jun 30, 2024 |
GLOBALT INVESTMENTS LLC / GA | - | - | - | -476 | -100.00% | - | Jun 30, 2024 |
EQUITABLE HOLDINGS, INC. | - | - | - | -462 | -100.00% | - | Jun 30, 2024 |
PDS PLANNING, INC | - | - | - | -457 | -100.00% | - | Jun 30, 2024 |
KOLINSKY WEALTH MANAGEMENT, LLC | - | - | - | -456 | -100.00% | - | Jun 30, 2024 |
WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | - | - | - | -454 | -100.00% | - | Jun 30, 2024 |
NORTHROCK PARTNERS, LLC | - | - | - | -445 | -100.00% | - | Jun 30, 2024 |
SUMMIT GLOBAL INVESTMENTS | - | - | - | -439 | -100.00% | - | Jun 30, 2024 |
SOUND VIEW WEALTH ADVISORS GROUP, LLC | - | - | - | -433 | -100.00% | - | Jun 30, 2024 |
M3 ADVISORY GROUP, LLC | - | - | - | -416 | -100.00% | - | Jun 30, 2024 |
MUTUAL ADVISORS, LLC | - | - | - | -410 | -100.00% | - | Jun 30, 2024 |
ASPIRIANT, LLC | - | - | - | -408 | -100.00% | - | Jun 30, 2024 |
MAYFLOWER FINANCIAL ADVISORS, LLC | - | - | - | -406 | -100.00% | - | Jun 30, 2024 |
BLUE EDGE CAPITAL, LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
ARKADIOS WEALTH ADVISORS | - | - | - | -390 | -100.00% | - | Jun 30, 2024 |
BRAUN-BOSTICH & ASSOCIATES INC. | - | - | - | -388 | -100.00% | - | Jun 30, 2024 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | - | - | - | -384 | -100.00% | - | Jun 30, 2024 |
ATOMI FINANCIAL GROUP, INC. | - | - | - | -384 | -100.00% | - | Jun 30, 2024 |
ARGENT TRUST CO | - | - | - | -383 | -100.00% | - | Jun 30, 2024 |
SECURITY FINANCIAL SERVICES, INC. | - | - | - | -381 | -100.00% | - | Jun 30, 2024 |
MERITAGE GROUP LP | - | - | - | -379 | -100.00% | - | Jun 30, 2024 |
CLARUS WEALTH ADVISORS | - | - | - | -379 | -100.00% | - | Jun 30, 2024 |
PINNACLE WEALTH PLANNING SERVICES, INC. | - | - | - | -378 | -100.00% | - | Jun 30, 2024 |
TIAA TRUST, NATIONAL ASSOCIATION | - | - | - | -378 | -100.00% | - | Jun 30, 2024 |
DYNAMIC ADVISOR SOLUTIONS LLC | - | - | - | -374 | -100.00% | - | Jun 30, 2024 |
MSCI's largest sold out institutional shareholder by shares sold is CAPITAL WORLD INVESTORS, sold -0.19M shares, valued at -, as of undefined.
MSCI Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
FRANKLIN STRATEGIC SERIES | 1.39% | 11,800,000 | - | - | Jan 31, 2024 |
PARNASSUS INCOME FUNDS | 0.95% | 5,500,000 | - | - | Mar 31, 2024 |
John Hancock Hedged Equity & Income Fund | 0.95% | 145,000 | - | - | Mar 31, 2024 |
YCG Funds | 0.93% | 41,877 | - | - | Feb 29, 2024 |
AQUILA FUNDS TRUST | 0.93% | 873,000 | - | - | Mar 28, 2024 |
BlackRock Capital Appreciation Fund, Inc. | 0.74% | 118,979 | -6,579 | -5.24% | Feb 29, 2024 |
Transparent Value Trust | 0.60% | 9,620 | - | - | Dec 31, 2023 |
AMG Funds II | 0.58% | 258,000 | -30,000 | -10.42% | Mar 28, 2024 |
PIMCO Energy & Tactical Credit Opportunities Fund | 0.53% | 3,800,000 | - | - | Mar 31, 2024 |
Mairs & Power Funds Trust | 0.50% | 2,000,000 | - | - | Mar 31, 2022 |
ALGER GLOBAL FOCUS FUND | 0.50% | 1,435 | -200 | -12.23% | Jan 31, 2024 |
TIMOTHY PLAN | 0.47% | 2,250,000 | - | - | Mar 31, 2024 |
Thornburg Income Builder Opportunities Trust | 0.47% | 3,000,000 | - | - | Mar 31, 2024 |
NEW AMERICA HIGH INCOME FUND INC | 0.46% | 1,305,000 | - | - | Mar 31, 2024 |
GABELLI GROWTH FUND | 0.39% | 22,000 | -3,000 | -12.00% | Dec 29, 2023 |
AMG FUNDS III | 0.39% | 2,015,000 | - | - | Mar 28, 2024 |
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND | 0.37% | 2,550,000 | - | - | Feb 29, 2024 |
Fiera Capital Series Trust | 0.36% | 7,218 | -230 | -3.09% | Jun 30, 2023 |
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.36% | 95,000 | -50,000 | -34.48% | Feb 28, 2023 |
MFS SERIES TRUST II | 0.30% | 963,020 | -153,803 | -13.77% | Feb 29, 2024 |
New Age Alpha Trust | 0.29% | 1,001 | - | - | May 31, 2022 |
T. Rowe Price High Yield Fund, Inc. | 0.27% | 21,665,000 | - | - | Feb 29, 2024 |
ALLSPRING INCOME OPPORTUNITIES FUND | 0.27% | 1,750,000 | - | - | Jan 31, 2024 |
Delaware Enhanced Global Dividend & Income Fund | 0.26% | 95,000 | -170,000 | -64.15% | Feb 28, 2023 |
T. Rowe Price Credit Opportunities Fund, Inc. | 0.25% | 435,000 | - | - | Feb 29, 2024 |
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.22% | 1,549,942 | -19,331 | -1.23% | Mar 31, 2024 |
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.21% | 140,000 | - | - | Jan 31, 2024 |
JANUS ASPEN SERIES | 0.20% | 8,577,000 | - | - | Dec 31, 2023 |
T. Rowe Price Capital Appreciation Fund, Inc. | 0.19% | 44,048,000 | 2,806,000 | 6.80% | Mar 31, 2024 |
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | 0.18% | 83,606 | -3,840 | -4.39% | Jan 31, 2024 |
MFS SERIES TRUST IV | 0.18% | 603,698 | -2,072 | -0.34% | Feb 29, 2024 |
Milliman Variable Insurance Trust | 0.17% | 73 | -13 | -15.12% | Mar 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.17% | 200,000 | - | - | Mar 28, 2024 |
Value Line Mid Cap Focused Fund, Inc. | 0.17% | 145,403 | 42,101 | 40.76% | Mar 31, 2024 |
FIDELITY COVINGTON TRUST | 0.16% | 3,025,000 | - | - | Jan 31, 2024 |
BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.15% | 185,000 | - | - | Aug 31, 2023 |
JOHN HANCOCK CAPITAL SERIES | 0.15% | 153,085 | -10,475 | -6.40% | Jan 31, 2024 |
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. | 0.14% | 56,867 | -725 | -1.26% | Feb 29, 2024 |
DEUTSCHE DWS VARIABLE SERIES I | 0.14% | 50,000 | - | - | Mar 31, 2024 |
JANUS ASPEN SERIES | 0.14% | 6,019,000 | - | - | Dec 31, 2023 |
PENN SERIES FUNDS INC | 0.14% | 4,030,000 | 174,000 | 4.51% | Mar 28, 2024 |
T. Rowe Price Capital Appreciation Fund, Inc. | 0.13% | 30,162,000 | 174,000 | 0.58% | Mar 31, 2024 |
BBR ALO Fund, LLC | 0.12% | 13,312 | -423 | -3.08% | Dec 31, 2023 |
Capital Group U.S. Equity Fund | 0.12% | 4,200 | - | - | Jan 31, 2024 |
Voya INVESTORS TRUST | 0.12% | 6,789,000 | 292,000 | 4.49% | Mar 31, 2024 |
ALLSPRING INCOME OPPORTUNITIES FUND | 0.12% | 795,000 | - | - | Jan 31, 2024 |
Voya VARIABLE PRODUCTS TRUST | 0.12% | 42,825 | - | - | Mar 31, 2024 |
FIDELITY MAGELLAN FUND | 0.11% | 892,525 | - | - | Mar 31, 2024 |
AGF Investments Trust | 0.11% | -2,121 | - | - | Mar 31, 2024 |
Invesco High Income Trust II | 0.11% | 124,000 | - | - | Feb 29, 2024 |
ALLSPRING UTILITIES & HIGH INCOME FUND | 0.11% | 55,000 | - | - | Feb 29, 2024 |
TIMOTHY PLAN | 0.11% | 500,000 | - | - | Mar 31, 2024 |
PIONEER FUND /MA/ | 0.10% | 137,673 | - | - | Mar 28, 2024 |
HARRIS ASSOCIATES INVESTMENT TRUST | 0.10% | 9,311,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.10% | 52,040 | - | - | Mar 31, 2024 |
JOHN HANCOCK BOND TRUST | 0.10% | 6,811,000 | 625,000 | 10.10% | Feb 29, 2024 |
JOHN HANCOCK SOVEREIGN BOND FUND | 0.10% | 28,632,000 | - | - | Feb 29, 2024 |
IDX Funds | 0.10% | 3,733 | - | - | Dec 31, 2021 |
PENN SERIES FUNDS INC | 0.10% | 2,815,000 | - | - | Mar 28, 2024 |
JOHN HANCOCK INCOME SECURITIES TRUST | 0.09% | 305,000 | - | - | Jan 31, 2024 |
JANUS INVESTMENT FUND | 0.09% | 28,245,000 | - | - | Dec 31, 2023 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.09% | 31,400 | 1,000 | 3.29% | Mar 31, 2024 |
DELAWARE GROUP INCOME FUNDS | 0.09% | 2,860,000 | - | - | Jan 31, 2024 |
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.09% | 60,000 | - | - | Jan 31, 2024 |
JOHCM Funds Trust | 0.09% | 970,000 | - | - | Mar 28, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.09% | 530,000 | 530,000 | - | Jan 31, 2024 |
BUFFALO FUNDS | 0.08% | 563,000 | - | - | Mar 31, 2024 |
AMCAP FUND | 0.08% | 716,232 | -555,072 | -43.66% | Feb 29, 2024 |
Voya INVESTORS TRUST | 0.08% | 4,671,000 | -182,000 | -3.75% | Mar 31, 2024 |
AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.08% | 830,208 | 29,336 | 3.66% | Jan 31, 2024 |
SPARROW FUNDS | 0.08% | 290 | 150 | 107.14% | Feb 29, 2024 |
GROWTH FUND OF AMERICA | 0.08% | 1,928,480 | - | - | Feb 29, 2024 |
T. Rowe Price Institutional Income Funds, Inc. | 0.08% | 4,780,000 | - | - | Feb 29, 2024 |
AMERICAN HIGH INCOME TRUST | 0.08% | 14,529,000 | - | - | Mar 31, 2024 |
AMERICAN HIGH INCOME TRUST | 0.07% | 13,761,000 | -9,750,000 | -41.47% | Mar 31, 2024 |
JANUS INVESTMENT FUND | 0.07% | 21,571,000 | - | - | Dec 31, 2023 |
PUTNAM SUSTAINABLE LEADERS FUND | 0.07% | 92,200 | 92,200 | - | Dec 31, 2023 |
Invesco Bond Fund | 0.07% | 125,000 | - | - | Feb 29, 2024 |
Siren ETF Trust | 0.07% | 2,495 | 128 | 5.41% | Mar 31, 2024 |
TOUCHSTONE FUNDS GROUP TRUST | 0.06% | 1,501,000 | - | - | Mar 31, 2024 |
DBX ETF TRUST | 0.06% | 4,378,000 | - | - | Feb 29, 2024 |
PFM Multi-Manager Series Trust | 0.06% | 47,000 | - | - | Dec 31, 2023 |
LIBERTY ALL STAR GROWTH FUND INC. | 0.06% | 7,178 | -799 | -10.02% | Dec 31, 2023 |
Capital Group Growth ETF | 0.06% | 22,038 | 4,041 | 22.45% | Feb 29, 2024 |
DBX ETF TRUST | 0.06% | 4,202,000 | - | - | Feb 29, 2024 |
DEUTSCHE DWS PORTFOLIO TRUST | 0.05% | 252,000 | - | - | Jan 31, 2024 |
SEI Exchange Traded Funds | 0.05% | 744 | 52 | 7.51% | Dec 31, 2023 |
BlackRock Series Fund II, Inc. | 0.05% | 11,000 | - | - | Mar 31, 2024 |
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.05% | 35,000 | - | - | Jan 31, 2024 |
TRUST FOR PROFESSIONAL MANAGERS | 0.05% | 16,450,000 | - | - | Feb 29, 2024 |
MAINSTAY FUNDS | 0.05% | 12,095,000 | - | - | Jan 31, 2024 |
Franklin Investors Securities Trust | 0.05% | 3,500,000 | - | - | Jan 31, 2024 |
FIDELITY TREND FUND | 0.05% | 31,613 | - | - | Mar 31, 2024 |
MAINSTAY FUNDS | 0.05% | 12,008,000 | - | - | Jan 31, 2024 |
GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.05% | 25,393 | -1,388 | -5.18% | Mar 31, 2021 |
AB CORE OPPORTUNITIES FUND, INC. | 0.05% | 2,481 | - | - | Feb 29, 2024 |
American Funds Multi-Sector Income Fund | 0.05% | 7,145,000 | - | - | Mar 31, 2024 |
Value Line Select Growth Fund, Inc. | 0.05% | 5,600 | 1,600 | 40.00% | Mar 31, 2024 |
JANUS INVESTMENT FUND | 0.05% | 15,111,000 | - | - | Dec 31, 2023 |
LAUDUS TRUST | 0.05% | 24,525 | -3,613 | -12.84% | Mar 31, 2024 |
MSCI's largest mutual fund holder by % of total assets is "FRANKLIN STRATEGIC SERIES", owning 11.80M shares, compromising 1.39% of its total assets.
MSCI Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 925 | -1.28% |
31 Mar, 24 | 937 | 4.11% |
31 Dec, 23 | 900 | 5.26% |
30 Sep, 23 | 855 | 3.64% |
30 Jun, 23 | 825 | -0.12% |
31 Mar, 23 | 826 | 2.86% |
31 Dec, 22 | 803 | 8.51% |
30 Sep, 22 | 740 | -1.20% |
30 Jun, 22 | 749 | -10.19% |
31 Mar, 22 | 834 | -4.14% |
31 Dec, 21 | 870 | 5.20% |
30 Sep, 21 | 827 | 7.26% |
30 Jun, 21 | 771 | 2.94% |
31 Mar, 21 | 749 | -3.23% |
31 Dec, 20 | 774 | 10.57% |
30 Sep, 20 | 700 | 4.01% |
30 Jun, 20 | 673 | 6.66% |
31 Mar, 20 | 631 | 0.64% |
31 Dec, 19 | 627 | 8.29% |
30 Sep, 19 | 579 | 5.08% |
30 Jun, 19 | 551 | 5.35% |
31 Mar, 19 | 523 | 3.56% |
31 Dec, 18 | 505 | -2.88% |
30 Sep, 18 | 520 | 6.78% |
30 Jun, 18 | 487 | 6.33% |
31 Mar, 18 | 458 | 8.79% |
31 Dec, 17 | 421 | 14.71% |
30 Sep, 17 | 367 | 5.16% |
30 Jun, 17 | 349 | -0.57% |
31 Mar, 17 | 351 | 1.74% |
31 Dec, 16 | 345 | 0.88% |
30 Sep, 16 | 342 | 7.21% |
30 Jun, 16 | 319 | 4.25% |
31 Mar, 16 | 306 | 16.35% |
31 Dec, 15 | 263 | 10.50% |
30 Sep, 15 | 238 | -4.03% |
30 Jun, 15 | 248 | 16.98% |
31 Mar, 15 | 212 | 12.77% |
31 Dec, 14 | 188 | -2.08% |
30 Sep, 14 | 192 | -2.04% |
30 Jun, 14 | 196 | 1.03% |
31 Mar, 14 | 194 | -7.62% |
31 Dec, 13 | 210 | 19.32% |
30 Sep, 13 | 176 | -3.83% |
30 Jun, 13 | 183 | 131.65% |
31 Mar, 13 | 79 | 12.86% |
31 Dec, 12 | 70 | -2.78% |
30 Sep, 12 | 72 | -6.49% |
30 Jun, 12 | 77 | 8.45% |
31 Mar, 12 | 71 | -5.33% |
31 Dec, 11 | 75 | -10.71% |
30 Sep, 11 | 84 | 1.20% |
30 Jun, 11 | 83 | 3.75% |
31 Mar, 11 | 80 | 11.11% |
31 Dec, 10 | 72 | -6.49% |
30 Sep, 10 | 77 | 2.67% |
30 Jun, 10 | 75 | 7.14% |
31 Mar, 10 | 70 | 12.90% |
31 Dec, 09 | 62 | -3.13% |
30 Sep, 09 | 64 | 6.67% |
30 Jun, 09 | 60 | 81.82% |
31 Mar, 09 | 33 | -10.81% |
31 Dec, 08 | 37 | -7.50% |
30 Sep, 08 | 40 | 29.03% |
30 Jun, 08 | 31 | 14.81% |
31 Mar, 08 | 27 | 35.00% |
31 Dec, 07 | 20 | - |
As of 30 Jun 24, 925 institutions are holding MSCI's shares, representing a decrease of -1.28% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 70,974,346 | 0.86% |
31 Mar, 24 | 70,368,547 | -1.09% |
31 Dec, 23 | 71,145,077 | 1.55% |
30 Sep, 23 | 70,059,972 | -1.22% |
30 Jun, 23 | 70,926,752 | -2.46% |
31 Mar, 23 | 72,712,107 | 1.26% |
31 Dec, 22 | 71,810,620 | 0.79% |
30 Sep, 22 | 71,246,913 | -0.89% |
30 Jun, 22 | 71,886,276 | -0.85% |
31 Mar, 22 | 72,500,308 | -1.81% |
31 Dec, 21 | 73,835,377 | 0.08% |
30 Sep, 21 | 73,776,601 | -0.86% |
30 Jun, 21 | 74,416,990 | -0.60% |
31 Mar, 21 | 74,867,181 | 0.31% |
31 Dec, 20 | 74,633,350 | -0.04% |
30 Sep, 20 | 74,660,255 | -3.69% |
30 Jun, 20 | 77,517,286 | 0.07% |
31 Mar, 20 | 77,466,774 | 0.28% |
31 Dec, 19 | 77,253,096 | -1.56% |
30 Sep, 19 | 78,478,228 | -0.00% |
30 Jun, 19 | 78,480,245 | 0.18% |
31 Mar, 19 | 78,338,543 | -0.94% |
31 Dec, 18 | 79,079,327 | -3.78% |
30 Sep, 18 | 82,189,362 | 0.01% |
30 Jun, 18 | 82,179,410 | -1.41% |
31 Mar, 18 | 83,357,000 | 0.52% |
31 Dec, 17 | 82,928,880 | -1.74% |
30 Sep, 17 | 84,394,179 | -1.79% |
30 Jun, 17 | 85,928,857 | -1.00% |
31 Mar, 17 | 86,800,529 | -2.83% |
31 Dec, 16 | 89,325,605 | -0.18% |
30 Sep, 16 | 89,483,489 | -1.78% |
30 Jun, 16 | 91,100,995 | -3.48% |
31 Mar, 16 | 94,383,483 | -6.08% |
31 Dec, 15 | 100,488,872 | -2.00% |
30 Sep, 15 | 102,543,405 | -5.15% |
30 Jun, 15 | 108,111,553 | -3.04% |
31 Mar, 15 | 111,504,706 | -1.96% |
31 Dec, 14 | 113,737,023 | -2.75% |
30 Sep, 14 | 116,950,722 | 0.19% |
30 Jun, 14 | 116,725,444 | 1.07% |
31 Mar, 14 | 115,493,802 | 0.36% |
31 Dec, 13 | 115,075,890 | -2.94% |
30 Sep, 13 | 118,561,553 | 0.06% |
30 Jun, 13 | 118,488,913 | 212.62% |
31 Mar, 13 | 37,902,434 | -9.22% |
31 Dec, 12 | 41,753,349 | -10.33% |
30 Sep, 12 | 46,563,336 | -23.36% |
30 Jun, 12 | 60,753,179 | -1.47% |
31 Mar, 12 | 61,656,611 | -0.55% |
31 Dec, 11 | 61,999,709 | 7.68% |
30 Sep, 11 | 57,579,099 | -7.18% |
30 Jun, 11 | 62,033,751 | -1.82% |
31 Mar, 11 | 63,180,989 | 21.65% |
31 Dec, 10 | 51,937,575 | -3.97% |
30 Sep, 10 | 54,082,582 | -1.29% |
30 Jun, 10 | 54,787,276 | 8.86% |
31 Mar, 10 | 50,327,641 | 53.02% |
31 Dec, 09 | 32,890,158 | -22.48% |
30 Sep, 09 | 42,428,664 | 15.73% |
30 Jun, 09 | 36,662,960 | 81.00% |
31 Mar, 09 | 20,255,767 | -19.68% |
31 Dec, 08 | 25,219,395 | 32.09% |
30 Sep, 08 | 19,093,141 | 83.55% |
30 Jun, 08 | 10,402,087 | 167.21% |
31 Mar, 08 | 3,892,903 | -31.16% |
31 Dec, 07 | 5,655,030 | - |
MSCI (MSCI) has 70.97M shares outstanding as of 30 Jun 24, up 0.86% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 89.62% | 1.14% |
31 Mar, 24 | 88.56% | 1.10% |
31 Dec, 23 | 89.53% | 1.16% |
30 Sep, 23 | 88.02% | 1.12% |
30 Jun, 23 | 88.61% | 1.07% |
31 Mar, 23 | 90.84% | 1.15% |
31 Dec, 22 | 88.93% | 1.14% |
30 Sep, 22 | 88.51% | 1.12% |
30 Jun, 22 | 88.83% | 1.13% |
31 Mar, 22 | 88.86% | 1.11% |
31 Dec, 21 | 89.53% | 1.12% |
30 Sep, 21 | 89.46% | 1.10% |
30 Jun, 21 | 90.25% | 1.10% |
31 Mar, 21 | 90.59% | 1.11% |
31 Dec, 20 | 90.21% | 1.13% |
30 Sep, 20 | 89.30% | 1.04% |
30 Jun, 20 | 92.65% | 1.11% |
31 Mar, 20 | 91.28% | 1.10% |
31 Dec, 19 | 91.10% | 1.06% |
30 Sep, 19 | 92.58% | 1.08% |
30 Jun, 19 | 92.60% | 1.07% |
31 Mar, 19 | 92.98% | 1.13% |
31 Dec, 18 | 90.71% | 1.06% |
30 Sep, 18 | 92.56% | 1.09% |
30 Jun, 18 | 92.22% | 1.08% |
31 Mar, 18 | 92.54% | 1.09% |
31 Dec, 17 | 92.01% | 1.05% |
30 Sep, 17 | 93.65% | 1.04% |
30 Jun, 17 | 95.05% | 1.04% |
31 Mar, 17 | 95.69% | 1.04% |
31 Dec, 16 | 95.71% | 1.07% |
30 Sep, 16 | 94.37% | 1.06% |
30 Jun, 16 | 94.49% | 1.05% |
31 Mar, 16 | 94.93% | 0.99% |
31 Dec, 15 | 97.72% | 1.10% |
30 Sep, 15 | 94.27% | 1.01% |
30 Jun, 15 | 96.41% | 0.98% |
31 Mar, 15 | 99.10% | 0.97% |
31 Dec, 14 | 101.28% | 1.00% |
30 Sep, 14 | 100.60% | 1.01% |
30 Jun, 14 | 100.02% | 1.04% |
31 Mar, 14 | 98.22% | 1.07% |
31 Dec, 13 | 95.82% | 0.98% |
30 Sep, 13 | 99.13% | 1.04% |
30 Jun, 13 | 97.80% | 9.93% |
31 Mar, 13 | 31.39% | 2.68% |
31 Dec, 12 | 34.20% | 2.36% |
30 Sep, 12 | 38.09% | 1.54% |
30 Jun, 12 | 49.79% | 1.94% |
31 Mar, 12 | 50.64% | 1.95% |
31 Dec, 11 | 50.92% | 2.24% |
30 Sep, 11 | 47.65% | 1.80% |
30 Jun, 11 | 51.44% | 1.86% |
31 Mar, 11 | 52.53% | 2.45% |
31 Dec, 10 | 46.34% | 2.22% |
30 Sep, 10 | 45.70% | 1.69% |
30 Jun, 10 | 52.01% | 2.27% |
31 Mar, 10 | 47.82% | 4.46% |
31 Dec, 09 | 32.76% | 1.83% |
30 Sep, 09 | 42.26% | 3.17% |
30 Jun, 09 | 36.53% | 8.95% |
31 Mar, 09 | 20.20% | 3.18% |
31 Dec, 08 | 25.21% | 6.92% |
30 Sep, 08 | 19.08% | 17.65% |
30 Jun, 08 | 10.40% | 68.64% |
31 Mar, 08 | 3.89% | 12.17% |
31 Dec, 07 | 5.65% | - |
As of 30 Jun 24, MSCI is held by 89.62% institutional shareholders, representing a 1.14% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 513 | 10.80% |
31 Mar, 24 | 463 | 6.93% |
31 Dec, 23 | 433 | 6.65% |
30 Sep, 23 | 406 | 11.85% |
30 Jun, 23 | 363 | -12.53% |
31 Mar, 23 | 415 | 3.23% |
31 Dec, 22 | 402 | 12.61% |
30 Sep, 22 | 357 | 11.91% |
30 Jun, 22 | 319 | -18.83% |
31 Mar, 22 | 393 | -14.38% |
31 Dec, 21 | 459 | 19.22% |
30 Sep, 21 | 385 | 6.06% |
30 Jun, 21 | 363 | 3.13% |
31 Mar, 21 | 352 | -17.37% |
31 Dec, 20 | 426 | 35.67% |
30 Sep, 20 | 314 | -7.37% |
30 Jun, 20 | 339 | 12.25% |
31 Mar, 20 | 302 | -3.51% |
31 Dec, 19 | 313 | 10.21% |
30 Sep, 19 | 284 | 2.90% |
30 Jun, 19 | 276 | 12.20% |
31 Mar, 19 | 246 | 11.82% |
31 Dec, 18 | 220 | -16.35% |
30 Sep, 18 | 263 | 12.88% |
30 Jun, 18 | 233 | 3.10% |
31 Mar, 18 | 226 | 3.20% |
31 Dec, 17 | 219 | 20.33% |
30 Sep, 17 | 182 | 2.25% |
30 Jun, 17 | 178 | 14.84% |
31 Mar, 17 | 155 | -2.52% |
31 Dec, 16 | 159 | -11.17% |
30 Sep, 16 | 179 | 13.29% |
30 Jun, 16 | 158 | -4.82% |
31 Mar, 16 | 166 | 26.72% |
31 Dec, 15 | 131 | 36.46% |
30 Sep, 15 | 96 | -30.43% |
30 Jun, 15 | 138 | 20.00% |
31 Mar, 15 | 115 | 43.75% |
31 Dec, 14 | 80 | -6.98% |
30 Sep, 14 | 86 | 1.18% |
30 Jun, 14 | 85 | - |
31 Mar, 14 | 85 | -23.42% |
31 Dec, 13 | 111 | 20.65% |
30 Sep, 13 | 92 | -34.75% |
30 Jun, 13 | 141 | 193.75% |
31 Mar, 13 | 48 | 9.09% |
31 Dec, 12 | 44 | 22.22% |
30 Sep, 12 | 36 | -12.20% |
30 Jun, 12 | 41 | -2.38% |
31 Mar, 12 | 42 | 5.00% |
31 Dec, 11 | 40 | -6.98% |
30 Sep, 11 | 43 | - |
30 Jun, 11 | 43 | -10.42% |
31 Mar, 11 | 48 | 11.63% |
31 Dec, 10 | 43 | 19.44% |
30 Sep, 10 | 36 | -38.98% |
30 Jun, 10 | 59 | 25.53% |
31 Mar, 10 | 47 | 23.68% |
31 Dec, 09 | 38 | -2.56% |
30 Sep, 09 | 39 | -22.00% |
30 Jun, 09 | 50 | 177.78% |
31 Mar, 09 | 18 | -33.33% |
31 Dec, 08 | 27 | -20.59% |
30 Sep, 08 | 34 | 30.77% |
30 Jun, 08 | 26 | 13.04% |
31 Mar, 08 | 23 | 21.05% |
31 Dec, 07 | 19 | - |
513 institutional shareholders have increased their position in MSCI stock as of 30 Jun 24 compared to 463 in the previous quarter (a 10.80% increase).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 289 | -7.96% |
31 Mar, 24 | 314 | -5.71% |
31 Dec, 23 | 333 | 8.12% |
30 Sep, 23 | 308 | -6.38% |
30 Jun, 23 | 329 | 11.15% |
31 Mar, 23 | 296 | 4.59% |
31 Dec, 22 | 283 | 5.60% |
30 Sep, 22 | 268 | -15.99% |
30 Jun, 22 | 319 | 0.63% |
31 Mar, 22 | 317 | 14.03% |
31 Dec, 21 | 278 | -7.95% |
30 Sep, 21 | 302 | 7.86% |
30 Jun, 21 | 280 | -2.78% |
31 Mar, 21 | 288 | 14.74% |
31 Dec, 20 | 251 | -12.85% |
30 Sep, 20 | 288 | 15.66% |
30 Jun, 20 | 249 | -0.80% |
31 Mar, 20 | 251 | 17.84% |
31 Dec, 19 | 213 | 3.90% |
30 Sep, 19 | 205 | 2.50% |
30 Jun, 19 | 200 | -1.96% |
31 Mar, 19 | 204 | -4.23% |
31 Dec, 18 | 213 | 13.30% |
30 Sep, 18 | 188 | -2.59% |
30 Jun, 18 | 193 | 24.52% |
31 Mar, 18 | 155 | 7.64% |
31 Dec, 17 | 144 | 11.63% |
30 Sep, 17 | 129 | 5.74% |
30 Jun, 17 | 122 | -18.12% |
31 Mar, 17 | 149 | 2.76% |
31 Dec, 16 | 145 | 16.00% |
30 Sep, 16 | 125 | 4.17% |
30 Jun, 16 | 120 | 10.09% |
31 Mar, 16 | 109 | 5.83% |
31 Dec, 15 | 103 | -7.21% |
30 Sep, 15 | 111 | 42.31% |
30 Jun, 15 | 78 | 6.85% |
31 Mar, 15 | 73 | -14.12% |
31 Dec, 14 | 85 | 3.66% |
30 Sep, 14 | 82 | -3.53% |
30 Jun, 14 | 85 | -4.49% |
31 Mar, 14 | 89 | 14.10% |
31 Dec, 13 | 78 | 16.42% |
30 Sep, 13 | 67 | 131.03% |
30 Jun, 13 | 29 | 31.82% |
31 Mar, 13 | 22 | 15.79% |
31 Dec, 12 | 19 | -20.83% |
30 Sep, 12 | 24 | -4.00% |
30 Jun, 12 | 25 | 38.89% |
31 Mar, 12 | 18 | -14.29% |
31 Dec, 11 | 21 | -19.23% |
30 Sep, 11 | 26 | - |
30 Jun, 11 | 26 | 23.81% |
31 Mar, 11 | 21 | 16.67% |
31 Dec, 10 | 18 | -37.93% |
30 Sep, 10 | 29 | 163.64% |
30 Jun, 10 | 11 | -31.25% |
31 Mar, 10 | 16 | -33.33% |
31 Dec, 09 | 24 | 14.29% |
30 Sep, 09 | 21 | 162.50% |
30 Jun, 09 | 8 | -33.33% |
31 Mar, 09 | 12 | 50.00% |
31 Dec, 08 | 8 | 166.67% |
30 Sep, 08 | 3 | 200.00% |
30 Jun, 08 | 1 | -66.67% |
31 Mar, 08 | 3 | - |
31 Dec, 07 | - | - |
289 institutional shareholders have reduced their position in MSCI stock as of 30 Jun 24 compared to 314 in the previous quarter (a -7.96% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 925 | -1.28% | 70,974,346 | 0.86% | 89.62% | 1.14% | 513 | 10.80% | 289 | -7.96% |
31 Mar, 24 | 937 | 4.11% | 70,368,547 | -1.09% | 88.56% | 1.10% | 463 | 6.93% | 314 | -5.71% |
31 Dec, 23 | 900 | 5.26% | 71,145,077 | 1.55% | 89.53% | 1.16% | 433 | 6.65% | 333 | 8.12% |
30 Sep, 23 | 855 | 3.64% | 70,059,972 | -1.22% | 88.02% | 1.12% | 406 | 11.85% | 308 | -6.38% |
30 Jun, 23 | 825 | -0.12% | 70,926,752 | -2.46% | 88.61% | 1.07% | 363 | -12.53% | 329 | 11.15% |
31 Mar, 23 | 826 | 2.86% | 72,712,107 | 1.26% | 90.84% | 1.15% | 415 | 3.23% | 296 | 4.59% |
31 Dec, 22 | 803 | 8.51% | 71,810,620 | 0.79% | 88.93% | 1.14% | 402 | 12.61% | 283 | 5.60% |
30 Sep, 22 | 740 | -1.20% | 71,246,913 | -0.89% | 88.51% | 1.12% | 357 | 11.91% | 268 | -15.99% |
30 Jun, 22 | 749 | -10.19% | 71,886,276 | -0.85% | 88.83% | 1.13% | 319 | -18.83% | 319 | 0.63% |
31 Mar, 22 | 834 | -4.14% | 72,500,308 | -1.81% | 88.86% | 1.11% | 393 | -14.38% | 317 | 14.03% |
31 Dec, 21 | 870 | 5.20% | 73,835,377 | 0.08% | 89.53% | 1.12% | 459 | 19.22% | 278 | -7.95% |
30 Sep, 21 | 827 | 7.26% | 73,776,601 | -0.86% | 89.46% | 1.10% | 385 | 6.06% | 302 | 7.86% |
30 Jun, 21 | 771 | 2.94% | 74,416,990 | -0.60% | 90.25% | 1.10% | 363 | 3.13% | 280 | -2.78% |
31 Mar, 21 | 749 | -3.23% | 74,867,181 | 0.31% | 90.59% | 1.11% | 352 | -17.37% | 288 | 14.74% |
31 Dec, 20 | 774 | 10.57% | 74,633,350 | -0.04% | 90.21% | 1.13% | 426 | 35.67% | 251 | -12.85% |
30 Sep, 20 | 700 | 4.01% | 74,660,255 | -3.69% | 89.30% | 1.04% | 314 | -7.37% | 288 | 15.66% |
30 Jun, 20 | 673 | 6.66% | 77,517,286 | 0.07% | 92.65% | 1.11% | 339 | 12.25% | 249 | -0.80% |
31 Mar, 20 | 631 | 0.64% | 77,466,774 | 0.28% | 91.28% | 1.10% | 302 | -3.51% | 251 | 17.84% |
31 Dec, 19 | 627 | 8.29% | 77,253,096 | -1.56% | 91.10% | 1.06% | 313 | 10.21% | 213 | 3.90% |
30 Sep, 19 | 579 | 5.08% | 78,478,228 | -0.00% | 92.58% | 1.08% | 284 | 2.90% | 205 | 2.50% |
30 Jun, 19 | 551 | 5.35% | 78,480,245 | 0.18% | 92.60% | 1.07% | 276 | 12.20% | 200 | -1.96% |
31 Mar, 19 | 523 | 3.56% | 78,338,543 | -0.94% | 92.98% | 1.13% | 246 | 11.82% | 204 | -4.23% |
31 Dec, 18 | 505 | -2.88% | 79,079,327 | -3.78% | 90.71% | 1.06% | 220 | -16.35% | 213 | 13.30% |
30 Sep, 18 | 520 | 6.78% | 82,189,362 | 0.01% | 92.56% | 1.09% | 263 | 12.88% | 188 | -2.59% |
30 Jun, 18 | 487 | 6.33% | 82,179,410 | -1.41% | 92.22% | 1.08% | 233 | 3.10% | 193 | 24.52% |
31 Mar, 18 | 458 | 8.79% | 83,357,000 | 0.52% | 92.54% | 1.09% | 226 | 3.20% | 155 | 7.64% |
31 Dec, 17 | 421 | 14.71% | 82,928,880 | -1.74% | 92.01% | 1.05% | 219 | 20.33% | 144 | 11.63% |
30 Sep, 17 | 367 | 5.16% | 84,394,179 | -1.79% | 93.65% | 1.04% | 182 | 2.25% | 129 | 5.74% |
30 Jun, 17 | 349 | -0.57% | 85,928,857 | -1.00% | 95.05% | 1.04% | 178 | 14.84% | 122 | -18.12% |
31 Mar, 17 | 351 | 1.74% | 86,800,529 | -2.83% | 95.69% | 1.04% | 155 | -2.52% | 149 | 2.76% |
31 Dec, 16 | 345 | 0.88% | 89,325,605 | -0.18% | 95.71% | 1.07% | 159 | -11.17% | 145 | 16.00% |
30 Sep, 16 | 342 | 7.21% | 89,483,489 | -1.78% | 94.37% | 1.06% | 179 | 13.29% | 125 | 4.17% |
30 Jun, 16 | 319 | 4.25% | 91,100,995 | -3.48% | 94.49% | 1.05% | 158 | -4.82% | 120 | 10.09% |
31 Mar, 16 | 306 | 16.35% | 94,383,483 | -6.08% | 94.93% | 0.99% | 166 | 26.72% | 109 | 5.83% |
31 Dec, 15 | 263 | 10.50% | 100,488,872 | -2.00% | 97.72% | 1.10% | 131 | 36.46% | 103 | -7.21% |
30 Sep, 15 | 238 | -4.03% | 102,543,405 | -5.15% | 94.27% | 1.01% | 96 | -30.43% | 111 | 42.31% |
30 Jun, 15 | 248 | 16.98% | 108,111,553 | -3.04% | 96.41% | 0.98% | 138 | 20.00% | 78 | 6.85% |
31 Mar, 15 | 212 | 12.77% | 111,504,706 | -1.96% | 99.10% | 0.97% | 115 | 43.75% | 73 | -14.12% |
31 Dec, 14 | 188 | -2.08% | 113,737,023 | -2.75% | 101.28% | 1.00% | 80 | -6.98% | 85 | 3.66% |
30 Sep, 14 | 192 | -2.04% | 116,950,722 | 0.19% | 100.60% | 1.01% | 86 | 1.18% | 82 | -3.53% |
30 Jun, 14 | 196 | 1.03% | 116,725,444 | 1.07% | 100.02% | 1.04% | 85 | - | 85 | -4.49% |
31 Mar, 14 | 194 | -7.62% | 115,493,802 | 0.36% | 98.22% | 1.07% | 85 | -23.42% | 89 | 14.10% |
31 Dec, 13 | 210 | 19.32% | 115,075,890 | -2.94% | 95.82% | 0.98% | 111 | 20.65% | 78 | 16.42% |
30 Sep, 13 | 176 | -3.83% | 118,561,553 | 0.06% | 99.13% | 1.04% | 92 | -34.75% | 67 | 131.03% |
30 Jun, 13 | 183 | 131.65% | 118,488,913 | 212.62% | 97.80% | 9.93% | 141 | 193.75% | 29 | 31.82% |
31 Mar, 13 | 79 | 12.86% | 37,902,434 | -9.22% | 31.39% | 2.68% | 48 | 9.09% | 22 | 15.79% |
31 Dec, 12 | 70 | -2.78% | 41,753,349 | -10.33% | 34.20% | 2.36% | 44 | 22.22% | 19 | -20.83% |
30 Sep, 12 | 72 | -6.49% | 46,563,336 | -23.36% | 38.09% | 1.54% | 36 | -12.20% | 24 | -4.00% |
30 Jun, 12 | 77 | 8.45% | 60,753,179 | -1.47% | 49.79% | 1.94% | 41 | -2.38% | 25 | 38.89% |
31 Mar, 12 | 71 | -5.33% | 61,656,611 | -0.55% | 50.64% | 1.95% | 42 | 5.00% | 18 | -14.29% |
31 Dec, 11 | 75 | -10.71% | 61,999,709 | 7.68% | 50.92% | 2.24% | 40 | -6.98% | 21 | -19.23% |
30 Sep, 11 | 84 | 1.20% | 57,579,099 | -7.18% | 47.65% | 1.80% | 43 | - | 26 | - |
30 Jun, 11 | 83 | 3.75% | 62,033,751 | -1.82% | 51.44% | 1.86% | 43 | -10.42% | 26 | 23.81% |
31 Mar, 11 | 80 | 11.11% | 63,180,989 | 21.65% | 52.53% | 2.45% | 48 | 11.63% | 21 | 16.67% |
31 Dec, 10 | 72 | -6.49% | 51,937,575 | -3.97% | 46.34% | 2.22% | 43 | 19.44% | 18 | -37.93% |
30 Sep, 10 | 77 | 2.67% | 54,082,582 | -1.29% | 45.70% | 1.69% | 36 | -38.98% | 29 | 163.64% |
30 Jun, 10 | 75 | 7.14% | 54,787,276 | 8.86% | 52.01% | 2.27% | 59 | 25.53% | 11 | -31.25% |
31 Mar, 10 | 70 | 12.90% | 50,327,641 | 53.02% | 47.82% | 4.46% | 47 | 23.68% | 16 | -33.33% |
31 Dec, 09 | 62 | -3.13% | 32,890,158 | -22.48% | 32.76% | 1.83% | 38 | -2.56% | 24 | 14.29% |
30 Sep, 09 | 64 | 6.67% | 42,428,664 | 15.73% | 42.26% | 3.17% | 39 | -22.00% | 21 | 162.50% |
30 Jun, 09 | 60 | 81.82% | 36,662,960 | 81.00% | 36.53% | 8.95% | 50 | 177.78% | 8 | -33.33% |
31 Mar, 09 | 33 | -10.81% | 20,255,767 | -19.68% | 20.20% | 3.18% | 18 | -33.33% | 12 | 50.00% |
31 Dec, 08 | 37 | -7.50% | 25,219,395 | 32.09% | 25.21% | 6.92% | 27 | -20.59% | 8 | 166.67% |
30 Sep, 08 | 40 | 29.03% | 19,093,141 | 83.55% | 19.08% | 17.65% | 34 | 30.77% | 3 | 200.00% |
30 Jun, 08 | 31 | 14.81% | 10,402,087 | 167.21% | 10.40% | 68.64% | 26 | 13.04% | 1 | -66.67% |
31 Mar, 08 | 27 | 35.00% | 3,892,903 | -31.16% | 3.89% | 12.17% | 23 | 21.05% | 3 | - |
31 Dec, 07 | 20 | - | 5,655,030 | - | 5.65% | - | 19 | - | - | - |
MSCI Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
The last insider sell of MSCI's stock was made by Rattray Sandy C. on May 03 2024, selling 35 shares at $470.03 per share (valued at $16.45K).
MSCI Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | - | - |
Q2 2024 | 28 | 6 | 466.67% |
Q1 2024 | 18 | 14 | 128.57% |
Q4 2023 | 4 | - | - |
Q3 2023 | 3 | 2 | 150.00% |
Q2 2023 | 18 | 3 | 600.00% |
Q1 2023 | 14 | 16 | 87.50% |
Q4 2022 | 5 | 18 | 27.78% |
Q3 2022 | 4 | 2 | 200.00% |
Q2 2022 | 15 | - | - |
Q1 2022 | 11 | 21 | 52.38% |
Q4 2021 | 2 | 34 | 5.88% |
Q3 2021 | 1 | 21 | 4.76% |
Q2 2021 | 14 | 10 | 140.00% |
Q1 2021 | 8 | 27 | 29.63% |
Q4 2020 | 2 | 19 | 10.53% |
Q3 2020 | 2 | 21 | 9.52% |
Q2 2020 | 16 | 14 | 114.29% |
Q1 2020 | 13 | 17 | 76.47% |
Q4 2019 | 4 | 7 | 57.14% |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by MSCI's insiders, as of Q3 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | 10 | 2 | 500.00% |
Q1 2024 | - | - | - |
Q4 2023 | - | - | - |
Q3 2023 | - | 2 | - |
Q2 2023 | - | 2 | - |
Q1 2023 | - | 1 | - |
Q4 2022 | - | 15 | - |
Q3 2022 | - | 2 | - |
Q2 2022 | - | - | - |
Q1 2022 | - | 1 | - |
Q4 2021 | - | 32 | - |
Q3 2021 | - | 20 | - |
Q2 2021 | - | 10 | - |
Q1 2021 | - | 12 | - |
Q4 2020 | - | 19 | - |
Q3 2020 | - | 20 | - |
Q2 2020 | - | 13 | - |
Q1 2020 | - | 4 | - |
Q4 2019 | - | 5 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of MSCI's stocks.
MSCI Ownership FAQ
Who Owns MSCI?
MSCI is owned by institutional shareholders (89.62%), insiders (3.20%), and public (7.18%). The largest institutional shareholder of MSCI is VANGUARD GROUP INC (11.19% of total shares) and the top mutual fund owner is FRANKLIN STRATEGIC SERIES (1.39% of total shares).
Who are the major institutional shareholders of MSCI?
MSCI's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, BAMCO INC /NY/, and EDGEWOOD MANAGEMENT LLC. The top five shareholders own together 28.99% of the company's share outstanding.
How many MSCI shareholders are there?
As of Jun 2024, there are 925 institutional shareholders of MSCI.
What percentage of MSCI is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 8.86M shares of MSCI, representing 11.19% of the company's total shares outstanding, valued at $4.27B (as of Jun 2024).
What percentage of MSCI is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 6.83M shares of MSCI (MSCI), compromising 8.62% of the company, valued at $3.29B.
What percentage of MSCI is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of MSCI. The company owns 3.18M of the company's shares outstanding (worth $1.53T).