MSCI Ownership | Who Owns MSCI?
MSCI Ownership Summary
MSCI is owned by 4.78% institutional investors, 3.33% insiders, and 91.89% retail investors. Vanguard group is the largest institutional shareholder, holding 11.28% of MSCI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.06% of its assets in MSCI shares.
MSCI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MSCI | 4.78% | 3.33% | 91.89% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Financial Data & Stock Exchanges Stocks | 30.05% | 15.95% | 54.00% |
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/ | 2.07M | 2.67% | $1.17B |
| 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 | 549.75K | 11.62% | $310.89M |
| Coalescence partners investment management, lp | 35.69K | 8.10% | $21.41M |
| Gfi investment counsel | 116.61K | 8.03% | $69.97M |
| Gobi capital | 203.51K | 6.55% | $115.09M |
| 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 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.02M | 0.08% | 1.02M |
| Bessemer group | 587.56K | 0.58% | 583.99K |
| Millennium management | 690.29K | 0.21% | 423.94K |
| 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 |
| Raymond james financial | 308.33K | 0.07% | 308.33K | $185.00M |
| Gobi capital | 203.51K | 6.55% | 203.51K | $115.09M |
| Oribel capital management, lp | 59.50K | 0.03% | 59.50K | $211.22K |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 15.51K | 0.08% | 15.51K | $7.47M |
Sold Out
| Holder | Change |
|---|---|
| Hm payson | -1.00 |
| Financial gravity asset management | -1.00 |
| Colonial trust advisors | -1.00 |
| Scarborough advisors | -1.00 |
| First premier bank | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 13 | -98.79% | 3,707,106 | -94.77% | 4 | 0.06% | 4 | -99.30% | 7 | -97.98% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.37M | 3.06% | 34.94K |
| Vanguard US Total Market Shares ETF | 2.37M | 3.05% | -11.98K |
| Vanguard Institutional 500 Index Trust | 2.19M | 2.83% | 35.05K |
| Vanguard Mid Cap Index Institutional | 1.60M | 2.07% | 15.45K |
| 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 | 1.02M | 1.32% | 2.67K |
| Principal Aligned MidCap Equity | 1.02M | 1.31% | 11.39K |
| Fidelity 500 Index | 974.22K | 1.26% | -7.32K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 05, 2025 | Pettit CD Baer | President & COO | Sell | $1.21M |
| Jun 05, 2025 | Pettit CD Baer | President & COO | Sell | $625.66K |
| Jun 05, 2025 | Pettit CD Baer | President & COO | Sell | $56.55K |
| Jun 05, 2025 | Pettit CD Baer | President & COO | Sell | $566.32 |
| Jun 05, 2025 | Pettit CD Baer | President & COO | Sell | $747.93K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 20 |
| 2025 Q1 | 3 | 4 |
| 2024 Q4 | 3 | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | 10 | 2 |
MSCI Ownership FAQ
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