MSCI Ownership | Who Owns MSCI?

Overview Forecast RevenueFinancials Chart Transcripts

MSCI Ownership Summary

MSCI is owned by 87.17% institutional investors, 3.21% insiders, and 9.62% retail investors. Vanguard group is the largest institutional shareholder, holding 11.19% of MSCI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.01% of its assets in MSCI shares.

MSCI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	MSCI	87.17%	3.21%	9.62%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Financial Data & Stock Exchanges Stocks	77.30%	16.98%	5.73%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.86M	11.19%	$4.27B
Blackrock	6.83M	8.62%	$3.29B
State street	3.18M	4.02%	$1.53B
Bamco inc /ny/	2.22M	2.80%	$1.07B
Edgewood management	1.88M	2.37%	$904.45M
Geode capital management	1.85M	2.33%	$888.62M
Morgan stanley	1.67M	2.11%	$803.67M
Polen capital management	1.65M	2.08%	$795.10M
Capital investors	1.48M	1.87%	$712.96M
Principal financial group	1.46M	1.84%	$701.52M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Coalescence partners investment management, lp	33.01K	13.05%	$15.90M
Gfi investment counsel	113.93K	7.18%	$54.89M
Wilson asset management () pty	38.91K	4.91%	$18.74M
Bowie capital management	160.70K	4.73%	$77.42M
Bristol gate capital partners	189.01K	4.51%	$91.06M
Ycg	106.36K	4.18%	$51.24M
Quantum capital management, llc / nj	72.45K	3.95%	$34.90M
Ownership capital b.v.	272.07K	3.54%	$131.07M
Tsai capital	7.01K	3.33%	$3.38M
Ako capital llp	461.68K	3.06%	$222.41M

Top Buyers

Holder	Shares	% Assets	Change
Polen capital management	1.65M	2.00%	1.51M
Norges bank	972.71K	0.07%	972.71K
Nordea investment management ab	973.43K	0.56%	733.50K
Principal financial group	1.46M	0.42%	623.71K
Stonepine asset management	730.99K	2.48%	412.39K

Top Sellers

Holder	Shares	% Assets	Change
Alliancebernstein	212.13K	0.04%	-1.68M
Capital research global investors	-	-	-1.42M
Fmr	1.12M	0.03%	-569.54K
Impax asset management group	-	-	-545.88K
Massachusetts financial services co /ma/	1.39M	0.21%	-508.62K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	972.71K	0.07%	972.71K	$468.60M
Manning & napier advisors	190.45K	1.04%	190.45K	$91.75M
Baskin financial services	72.29K	2.98%	72.29K	$34.83M
Select equity group	70.92K	0.13%	70.92K	$34.17M
Oribel capital management, lp	59.50K	0.03%	59.50K	$211.22K

Sold Out

Holder	Change
First premier bank	-1.00
Colonial trust advisors	-1.00
Scarborough advisors	-1.00
Financial gravity asset management	-1.00
Transamerica financial advisors	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	1,002	5.58%	68,424,415	-3.33%	87	1.09%	532	1.14%	311	5.42%
Jun 30, 2024	940	0.11%	71,031,276	0.94%	89	1.14%	521	12.53%	292	-7.30%
Mar 31, 2024	939	4.10%	70,368,566	-1.10%	88	1.10%	463	6.93%	315	-5.69%
Dec 31, 2023	902	5.25%	71,150,942	1.55%	89	1.16%	433	6.65%	334	8.09%
Sep 30, 2023	857	3.50%	70,067,931	-1.22%	88	1.12%	406	11.54%	309	-6.36%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.36M	3.01%	-8.31K
Vanguard Institutional 500 Index Trust	2.08M	2.66%	23.71K
Vanguard Mid Cap Index Institutional	1.59M	2.02%	2.88K
Baron Small Cap Growth Strategy	1.40M	1.78%	-50.00K
Baron Growth Retail	1.40M	1.78%	-50.00K
Edgewood Growth Instl	1.18M	1.51%	186.09K
Principal MidCap R5	970.78K	1.24%	66.98K
Fidelity 500 Index	966.85K	1.23%	-9.18K
SPDR® S&P 500® ETF Trust	966.64K	1.23%	-5.34K
Principal Aligned MidCap Equity	903.80K	1.15%	33.60K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 05, 2024	Fernandez Henry A	Chairman and CEO	Buy	$302.74K
Dec 05, 2024	Fernandez Henry A	Chairman and CEO	Buy	$366.00K
Dec 05, 2024	Fernandez Henry A	Chairman and CEO	Buy	$1.11M
Aug 28, 2024	Gutowski Robert J.	General Counsel	Sell	$1.04M
Apr 30, 2024	Crum Scott A	Chief Human Resources Officer	Sell	$3.65M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	3	-
2024 Q3	-	1
2024 Q2	10	2
2024 Q1	-	-
2023 Q4	-	-

MSCI Ownership FAQ

Who Owns MSCI?

MSCI shareholders are primarily institutional investors at 87.17%, followed by 3.21% insiders and 9.62% retail investors. The average institutional ownership in MSCI's industry, Financial Data & Stock Exchanges Stocks, is 77.30%, which MSCI exceeds.

Who owns the most shares of MSCI?

MSCI’s largest shareholders are Vanguard group (8.86M shares, 11.19%), Blackrock (6.83M shares, 8.62%), and State street (3.18M shares, 4.02%). Together, they hold 23.83% of MSCI’s total shares outstanding.

Does Blackrock own MSCI?

Yes, BlackRock owns 8.62% of MSCI, totaling 6.83M shares as of Jun 2024. This represents 0.07% of BlackRock's total assets, with a market value of 3.29B$. In the last quarter, BlackRock decreased its holdings by -268K shares, a -3.78% change.

Who is MSCI’s biggest shareholder by percentage of total assets invested?

Coalescence partners investment management, lp is MSCI’s biggest shareholder by percentage of total assets invested, with 13.05% of its assets in 33.01K MSCI shares, valued at 15.9M$.

Who is the top mutual fund holder of MSCI shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of MSCI shares, with 3.01% of its total shares outstanding invested in 2.36M MSCI shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools