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Disclosery

MSCI MSCI INC

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Stock (common), issuer CIK 1408198

1,049 managers (1,072 13F filers) reported a position in MSCI shares at 2024-12-31, 71,402,033 shares in all. 84 filers opened a position and 78 filers sold out during the quarter.

Managers
1,049
13F filers
1,072
New
84
Added
407
Reduced
356
Sold out
78
Shares held by filers
71,402,033

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,012$3.01M0.07%+1,55913F-HRTimelineGroup
Union Bancaire Privee, UBP SA4,848$2.96M0.05%13F-HR/ATimeline
Cornerstone Advisors, LLC4,900$2.94M0.12%013F-HRTimeline
K.J. Harrison & Partners Inc4,909$2.93M0.46%-713F-HRTimeline
Freedom Day Solutions, LLC4,878$2.93M0.88%+30113F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO4,852$2.91M0.1%-9413F-HRTimeline
CWM, LLCin group CWM, LLC4,794$2.88M0.01%+97613F-HRTimelineGroup
LGT Fund Management Co Ltd.4,785$2.87M0.25%+32913F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…4,766$2.86M0.02%+73913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,750$2.85M<0.01%+28213F-HRTimelineGroup
Woodline Partners LP4,739$2.84M0.02%new13F-HRTimeline
NORDEN GROUP LLC4,620$2.77M0.31%-21813F-HRTimeline
Teza Capital Management LLC4,576$2.75M0.42%+2,20913F-HRTimeline
Dash Acquisitions Inc.4,358$2.74M0.58%+65513F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS4,542$2.73M0.05%+53413F-HRTimelineGroup
OFI INVEST ASSET MANAGEMENT4,690$2.72M0.06%13F-HRTimeline
Plato Investment Management Ltd4,399$2.65M0.19%+11413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,394$2.64M0.28%-1613F-HRTimeline
SUMITOMO LIFE INSURANCE CO4,326$2.6M0.05%-7813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,307$2.58M0.07%+1,09213F-HRTimeline
CAXTON ASSOCIATES LP4,291$2.57M0.08%new13F-HRTimeline
Value Partners Investments Inc.4,285$2.57M1.45%+15113F-HR/ATimeline
Norinchukin Bank, Thein group Norinchukin Bank, The4,281$2.57M0.05%+13813F-HRTimelineGroup
E. Ohman J:or Asset Management AB4,273$2.56M0.06%-1513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC4,237$2.54M0.07%-10013F-HRTimeline
GROUPAMA ASSET MANAGMENT4,211$2.53M0.05%+1,66313F-HRTimeline
Louisiana State Employees Retirement Sy…4,200$2.52M0.05%-20013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,190$2.51M0.08%+1,15313F-HRTimelineGroup
Delta Investment Management, LLC4,092$2.46M0.48%+8013F-HRTimeline
Maryland State Retirement & Pension Sys…4,058$2.43M0.05%-33213F-HRTimeline
Generali Investments CEE, investicni sp…4,050$2.43M0.25%13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,048$2.43M0.24%-8613F-HRTimelineGroup
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,993$2.4M1.53%+15913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,953$2.37M0.07%-12513F-HRTimelineGroup
Williams Jones Wealth Management, LLC.3,907$2.34M0.03%-24,05313F-HRTimeline
Grove Bank & Trust3,902$2.34M0.32%+12313F-HRTimeline
Dakota Wealth Management3,875$2.32M0.05%-20013F-HRTimeline
Dynasty Wealth Management, LLC3,778$2.27M0.04%+9513F-HRTimeline
SHELTON CAPITAL MANAGEMENT3,744$2.25M0.06%-2413F-HRTimeline
Schonfeld Strategic Advisors LLC3,743$2.25M0.01%-15,63313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,743$2.25M0.01%+72213F-HRTimeline
Aurora Investment Managers, LLC.3,730$2.24M1.4%-11513F-HRTimeline
BOKF, NAin group BOKF, NA3,875$2.23M0.04%-2413F-HRTimelineGroup
MAI Capital Management3,716$2.23M0.02%+3,03113F-HRTimeline
CHOREO, LLC3,712$2.23M0.03%+93813F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD3,700$2.22M0.07%-20013F-HRTimeline
Verdence Capital Advisors LLC3,700$2.22M0.18%+3313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,661$2.2M0.03%+62913F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,656$2.19M0.04%+34713F-HRTimelineGroup
HHLR ADVISORS, LTD.in group HHLR ADVISORS, LTD.3,650$2.19M0.08%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,623$2.17M0.04%-31813F-HRTimelineGroup
NATURAL INVESTMENTS, LLC3,620$2.17M0.6%13F-HRTimeline
Oak Thistle LLC3,574$2.14M0.64%-50513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,577$2.14M<0.01%-16413F-HRTimelineGroup
ING GROEP NV3,542$2.13M0.01%-42213F-HRTimeline
Freedom Investment Management, Inc.3,524$2.11M0.18%-8513F-HRTimeline
Palumbo Wealth Management LLC3,462$2.08M0.78%+44213F-HRTimeline
GREENLEAF TRUST3,446$2.07M0.02%-15013F-HRTimeline
1832 Asset Management L.P.3,400$2.04M<0.01%-2,00013F-HRTimeline
PFG Advisors3,388$2.03M0.12%-7513F-HRTimeline
Schechter Investment Advisors, LLC3,347$2.01M0.15%-4513F-HRTimeline
Trivant Custom Portfolio Group, LLC3,325$2M1.16%+2113F-HRTimeline
OMERS ADMINISTRATION Corp3,302$1.98M0.02%+55613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,268$1.96M0.03%-3513F-HRTimelineGroup
Segment Wealth Management, LLC3,263$1.96M0.13%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,237$1.94M<0.01%+1,73913F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK3,231$1.94M0.06%-21813F-HRTimelineGroup
E Fund Management Co., Ltd.3,230$1.94M0.1%+7713F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…3,220$1.93M0.02%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,207$1.92M0.01%-5113F-HRTimeline
Fairbanks Capital Management, Inc.3,146$1.89M1.18%+6613F-HRTimeline
Quantbot Technologies LP3,141$1.88M0.07%-1,31513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,121$1.87M0.02%+26313F-HRTimelineGroup
DIVERSIFIED TRUST CO3,109$1.87M0.05%+22013F-HRTimeline
&PARTNERS3,079$1.85M0.02%+1,23613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,069$1.84M0.02%+63213F-HRTimeline
AlphaQuest LLC3,053$1.83M0.24%-54213F-HRTimeline
Merit Financial Group, LLC2,992$1.8M0.03%+1,29513F-HRTimeline
Gibbs Wealth Management2,988$1.79M0.49%+44613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,109$1.79M-132Timeline
NewEdge Wealth, LLC2,975$1.79M0.03%-1013F-HRTimeline
EFG Asset Management (North America) Co…2,921$1.75M0.24%+1,06213F-HRTimeline
Machina Capital S.A.S.2,912$1.75M0.74%+1,88613F-HRTimeline
Janney Montgomery Scott LLC2,862$1.72M<0.01%-35113F-HRTimeline
Legacy Advisors, LLC2,802$1.68M0.16%+1,70413F-HRTimeline
CITY HOLDING CO2,799$1.68M0.24%-47913F-HRTimeline
AE Wealth Management LLC2,757$1.65M0.01%-28313F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.2,749$1.65M0.3%new13F-HRTimeline
Signal Advisors Wealth, LLC2,733$1.64M0.19%+1213F-HRTimeline
Sequoia Financial Advisors, LLC2,730$1.64M0.02%+41213F-HR/ATimeline
Empirical Finance, LLC2,691$1.61M0.09%-2813F-HRTimeline
BDF-GESTION2,668$1.6M0.16%-34913F-HR/ATimeline
Crossmark Global Holdings, Inc.2,652$1.59M0.03%-1,75313F-HRTimeline
Metis Global Partners, LLC2,647$1.59M0.05%+13113F-HRTimeline
Pallas Capital Advisors LLC2,603$1.56M0.07%+18413F-HRTimeline
Caprock Group, LLC2,598$1.56M0.05%+44113F-HRTimeline
Versor Investments LP2,578$1.55M0.27%new13F-HRTimeline
Snowden Capital Advisors LLC2,566$1.54M0.05%-10613F-HRTimeline
SRN Advisors, LLC2,505$1.5M1.34%+9713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,500$1.5M0.3%-2113F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC2,461$1.48M0.48%-10313F-HRTimeline
Wellington Wealth Strategies, LLC.2,571$1.47M1.34%+18713F-HRTimeline
Americana Partners, LLC2,437$1.46M0.06%-13013F-HRTimeline
Vestmark Advisory Solutions, Inc.2,370$1.42M0.05%+11213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,352$1.41M<0.01%+71313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,325$1.4M0.04%new13F-HRTimelineGroup
AXS Investments LLC2,261$1.36M0.38%+1213F-HRTimeline
BENNETT SELBY INVESTMENTS LP2,260$1.36M0.54%+213F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.2,245$1.35M0.01%+99313F-HRTimeline
Capital Investment Advisory Services, L…2,243$1.35M0.13%+3313F-HRTimeline
EP Wealth Advisors, LLC2,243$1.35M0.01%-1913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…2,241$1.34M<0.01%-46813F-HRTimelineGroup
ProVise Management Group, LLC2,234$1.34M0.11%013F-HRTimeline
OneDigital Investment Advisors LLC2,197$1.32M0.02%-15413F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP2,179$1.31M0.01%-913F-HRTimeline
Procyon Advisors, LLC2,175$1.31M0.08%+21913F-HRTimeline
NEOS Investment Management LLC2,157$1.29M0.03%+51513F-HRTimeline
Leonteq Securities AG2,126$1.28M0.13%+49313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,123$1.27M0.01%+9813F-HRTimeline
IFP Advisors, Inc2,071$1.24M0.04%+8513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,064$1.24M0.02%+26613F-HRTimelineGroup
Bleakley Financial Group, LLC2,044$1.23M0.04%+1913F-HRTimeline
WealthBridge Investment Counsel Inc.2,037$1.22M0.45%+10013F-HRTimeline
INCEPTIONR LLC2,029$1.22M0.27%new13F-HRTimeline
Frank, Rimerman Advisors LLC2,018$1.21M0.09%+5013F-HRTimeline
Grandeur Peak Global Advisors, LLC2,003$1.2M0.11%+74613F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC1,966$1.18M1.16%13F-HRTimeline
Cresset Asset Management, LLC1,939$1.16M0.01%-12,95113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,935$1.16M0.02%+22013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,934$1.16M<0.01%-3713F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,925$1.16M0.01%-65813F-HRTimelineGroup
KEYSTONE INVESTORS PTE LTD1,909$1.15M0.08%-4,30313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,900$1.14M0.02%+81513F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC1,896$1.14M0.14%+44913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,894$1.14M0.01%-1,04813F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC1,883$1.13M0.19%013F-HRTimeline
Natixis Investment Managers Internation…1,872$1.12M0.09%+10513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,861$1.12M0.01%+16113F-HRTimelineGroup
Empowered Funds, LLC1,861$1.12M0.02%+39013F-HRTimeline
Strategic Wealth Investment Group, LLC1,852$1.11M0.12%-3613F-HR/ATimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,848$1.11M0.01%+1,39613F-HRTimelineGroup
Davidson Kahn Capital Management, LLC1,836$1.1M1.02%13F-HRTimeline
111 Capital1,827$1.1M0.23%13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,813$1.09M0.01%-89313F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC1,797$1.08M0.07%013F-HRTimeline
NVWM, LLC1,767$1.06M0.27%+1,71913F-HRTimeline
OSTRUM ASSET MANAGEMENT1,766$1.06M0.09%+24113F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,762$1.06M0.02%new13F-HRTimelineGroup
WIN ADVISORS, INC1,761$1.06M0.51%new13F-HRTimeline
Ballentine Partners, LLC1,748$1.05M0.02%+6613F-HRTimeline
Nebula Research & Development LLC1,724$1.03M0.12%-75913F-HRTimeline
MONTAG A & ASSOCIATES INC1,690$1.01M0.05%+1,31013F-HRTimeline
Copperwynd Financial, LLC1,682$1.01M0.28%+14813F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding1,664$998K-144Timeline
Integrated Wealth Concepts LLC1,663$998K0.01%+8313F-HRTimeline
Pier Capital, LLC1,656$994K0.14%-27813F-HRTimeline
Sompo Asset Management Co., Ltd.1,650$990K0.17%+1013F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,644$986K0.05%-2213F-HR/ATimeline
Redwood Investments, LLC1,640$984K0.26%-1613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,602$961K0.27%new13F-HRTimeline
Benin Management CORP1,598$959K0.26%+38413F-HRTimeline
Intellectus Partners, LLC1,591$955K0.21%+113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD1,561$937K<0.01%+16613F-HRTimelineGroup
Texas Capital Bancshares Inc/TX1,559$935K0.38%013F-HRTimeline
Institute for Wealth Management, LLC.1,551$931K0.12%-413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,550$930K0.18%+1113F-HRTimeline
Wallace Advisory Group, LLC1,595$930K0.64%+61713F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV1,549$930K0.91%-29813F-HRTimeline
RB Capital Management, LLC1,519$911K0.21%-5013F-HRTimeline
Callan Family Office, LLC1,494$896K0.06%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,484$890K0.02%+54313F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,478$887K<0.01%+12713F-HRTimelineGroup
BlueSpruce Investments, LP1,461$877K0.02%013F-HRTimeline
LVW Advisors, LLC1,460$876K0.11%+5813F-HRTimeline
Dynamic Technology Lab Private Ltd1,460$876K0.14%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,451$871K<0.01%+42013F-HRTimelineGroup
SBI Securities Co., Ltd.1,445$867K0.03%13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,437$862K0.1%-70913F-HRTimelineGroup
Vestcor Inc1,432$859K0.03%-113F-HRTimeline
WRAPMANAGER INC1,422$853K0.22%-29413F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,403$842K0.21%-4513F-HRTimeline
STANCE CAPITAL LLC1,401$841K0.52%13F-HRTimeline
Bridgefront Capital, LLC1,398$839K0.28%+61613F-HRTimeline
SHELL ASSET MANAGEMENT CO1,389$833K0.04%-17513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,378$827K0.02%-9713F-HRTimeline
HB Wealth Management, LLC1,377$826K0.01%+8913F-HRTimeline
Laird Norton Wetherby Wealth Management…1,377$826K0.04%-14313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC1,376$825K0.11%+1113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,375$825K0.05%+713F-HRTimeline
Freestone Grove Partners LP1,375$825K0.01%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,373$824K0.01%+1,02113F-HRTimelineGroup
Three Seasons Wealth, LLC1,372$823K0.4%+1213F-HRTimeline
Gen-Wealth Partners Inc1,349$810K0.35%+29413F-HRTimeline
Wedmont Private Capital1,404$808K0.04%+23413F-HRTimeline
Heartland Bank & Trust Co1,341$805K0.44%-5913F-HRTimeline
Canada Post Corp Registered Pension Plan1,338$803K0.05%13F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP1,324$794K0.32%new13F-HRTimeline
Roberts Capital Advisors, LLC1,293$776K0.65%013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC1,290$774K0.39%13F-HRTimeline
Quintet Private Bank (Europe) S.A.1,285$771K0.04%-19413F-HRTimeline