MSCI Ownership | Who Owns MSCI?

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MSCI Ownership Summary

MSCI is owned by 84.14% institutional investors, 3.68% insiders, and 12.18% retail investors. Vanguard group is the largest institutional shareholder, holding 11.28% of MSCI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.05% of its assets in MSCI shares.

MSCI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	MSCI	84.14%	3.68%	12.18%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Financial Data & Stock Exchanges Stocks	74.00%	17.34%	8.66%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.86M	11.28%	$5.31B
Blackrock	6.83M	8.62%	$3.29B
Blackrock funding, inc. /de	5.94M	7.57%	$3.57B
State street	3.18M	4.02%	$1.53B
Bamco inc /ny/	2.13M	2.72%	$1.28B
Edgewood management	2.03M	2.59%	$1.22B
Polen capital management	2.03M	2.59%	$1.22B
Geode capital management	1.90M	2.42%	$1.14B
Morgan stanley	1.67M	2.11%	$803.67M
Principal financial group	1.61M	2.05%	$967.82M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Evergreen quality fund gp	589.50K	11.35%	$353.71M
Coalescence partners investment management, lp	35.69K	8.10%	$21.41M
Gfi investment counsel	116.61K	8.03%	$69.97M
Bristol gate capital partners	187.21K	5.47%	$112.33M
Bowie capital management	162.97K	5.18%	$97.78M
Ycg	107.12K	5.11%	$64.27M
Quantum capital management, llc / nj	78.95K	5.08%	$47.37M
Wilson asset management () pty	31.23K	4.86%	$18.74M
Ownership capital b.v.	209.19K	4.62%	$125.52M
Edgewood management	2.03M	3.50%	$1.22B

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.02M	0.08%	1.02M
Evergreen quality fund gp	589.50K	11.35%	589.50K
Bessemer group	587.56K	0.58%	583.99K
Mackenzie financial	419.43K	0.34%	408.89K
Arrowstreet capital, limited partnership	507.41K	0.24%	319.08K

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	-	-	-1.42M
Capital investors	525.08K	0.06%	-722.11K
Impax asset management group	-	-	-545.88K
Blackrock funding, inc. /de	5.94M	0.07%	-359.11K
Massachusetts financial services co /ma/	1.23M	0.23%	-355.37K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.02M	0.08%	1.02M	$609.94M
Evergreen quality fund gp	589.50K	11.35%	589.50K	$353.71M
Raymond james financial	308.33K	0.07%	308.33K	$185.00M
Proficio capital partners	210.13K	0.02%	210.13K	$210.13K
Valley forge capital management, lp	59.70K	0.79%	59.70K	$35.82M

Sold Out

Holder	Change
Hm payson	-1.00
Financial gravity asset management	-1.00
Scarborough advisors	-1.00
Colonial trust advisors	-1.00
First premier bank	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	969	-4.15%	66,051,197	-3.52%	84	1.11%	505	-5.78%	319	1.59%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	2.37M	3.05%	-11.98K
Vanguard Total Stock Mkt Idx Inv	2.35M	3.03%	8.91K
Vanguard Institutional 500 Index Trust	2.17M	2.80%	14.94K
Vanguard Mid Cap Index Institutional	1.61M	2.07%	6.91K
Baron Growth Retail	1.25M	1.61%	-100.00K
Baron Small Cap Growth Strategy	1.25M	1.61%	-100.00K
Edgewood Growth Instl	1.07M	1.38%	-111.97K
Principal MidCap R5	1.01M	1.31%	7.54K
Principal Aligned MidCap Equity	1.00M	1.28%	100.59K
Fidelity 500 Index	981.55K	1.26%	4.37K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 04, 2025	Pettit CD Baer	President & COO	Sell	$415.10K
Apr 04, 2025	Pettit CD Baer	President & COO	Sell	$385.33K
Apr 04, 2025	Pettit CD Baer	President & COO	Sell	$129.47K
Apr 04, 2025	Pettit CD Baer	President & COO	Sell	$770.74K
Apr 04, 2025	Pettit CD Baer	President & COO	Sell	$306.89K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	3	4
2024 Q4	3	-
2024 Q3	-	1
2024 Q2	10	2
2024 Q1	-	-

MSCI Ownership FAQ

Who Owns MSCI?

MSCI shareholders are primarily institutional investors at 84.14%, followed by 3.68% insiders and 12.18% retail investors. The average institutional ownership in MSCI's industry, Financial Data & Stock Exchanges Stocks, is 74.00%, which MSCI exceeds.

Who owns the most shares of MSCI?

MSCI’s largest shareholders are Vanguard group (8.86M shares, 11.28%), Blackrock (6.83M shares, 8.62%), and Blackrock funding, inc. /de (5.94M shares, 7.57%). Together, they hold 27.48% 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?

Evergreen quality fund gp is MSCI’s biggest shareholder by percentage of total assets invested, with 11.35% of its assets in 589.5K MSCI shares, valued at 353.71M$.

Who is the top mutual fund holder of MSCI shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of MSCI shares, with 3.05% of its total shares outstanding invested in 2.37M MSCI shares.

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