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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
FLOW TRADERS U.S. LLC422$253K0.01%new13F-HRTimeline
Smithfield Trust Co417$251K0.01%013F-HRTimeline
CWA Asset Management Group, LLC418$251K0.01%+1713F-HRTimeline
WealthBridge Capital Management, LLC414$248K0.07%013F-HRTimeline
CERTUITY, LLC414$248K0.03%-2113F-HRTimeline
Avestar Capital, LLC413$248K0.02%+3713F-HRTimeline
Mayflower Financial Advisors, LLC413$248K0.04%+213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC409$245K0.01%-413F-HRTimeline
Claret Asset Management Corp408$245K0.04%+313F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co408$245K0.02%-10713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…406$243K0.01%+4313F-HRTimelineGroup
Virtue Capital Management, LLC404$242K0.05%-5913F-HRTimeline
Lantz Financial LLC403$242K0.06%+213F-HRTimeline
Blue Edge Capital, LLC400$240K0.04%013F-HRTimeline
Csenge Advisory Group397$238K0.01%+6313F-HRTimeline
CX Institutional395$237K0.01%+1013F-HRTimeline
FISHMAN JAY A LTD/MI395$237K0.02%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC386$232K<0.01%-1213F-HRTimeline
Prescott Group Capital Management, L.L.…384$230K0.03%013F-HR/ATimeline
Arkadios Wealth Advisors383$230K0.01%new13F-HRTimeline
Summa Corp.382$229K0.11%013F-HRTimeline
M3 Advisory Group, LLC379$228K0.16%+113F-HRTimeline
Aprio Wealth Management, LLC378$227K0.03%new13F-HRTimeline
Everhart Financial Group, Inc.377$226K0.05%new13F-HRTimeline
McHugh Group, LLC375$225K0.17%13F-HRTimeline
Washington Trust Advisors, Inc.370$222K0.02%-1313F-HRTimeline
TRUST POINT INC.366$220K0.02%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.363$218K0.01%new13F-HRTimeline
Wellspring Financial Advisors, LLC361$217K0.02%new13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC360$216K0.07%013F-HRTimeline
JCIC Asset Management Inc.360$216K0.09%013F-HRTimeline
Proficio Capital Partners LLC350$210K0.02%new13F-HR/ATimeline
Arlington Financial Advisors, LLC350$210K0.04%new13F-HRTimeline
GC Wealth Management RIA, LLC350$210K0.04%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.350$210K0.17%013F-HRTimeline
Keudell/Morrison Wealth Management349$209K0.05%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC346$207K0.01%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC343$206K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.341$205K<0.01%new13F-HRTimelineGroup
Argent Trust Co341$205K0.01%new13F-HRTimeline
Quotient Wealth Partners, LLC341$205K0.01%new13F-HRTimeline
GFG Capital, LLC340$204K0.06%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp339$203K0.01%-3613F-HRTimelineGroup
Waverly Advisors, LLC339$203K<0.01%new13F-HRTimeline
Zions Bancorporation, N.A.339$203K0.01%013F-HRTimeline
Kenora Financial, LLC339$203K0.08%new13F-HRTimeline
Kolinsky Wealth Management, LLC338$203K0.12%-1213F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.338$203K0.05%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.319$191K<0.01%-3013F-HRTimeline
SG Americas Securities, LLC317$190K<0.01%-1,54813F-HRTimeline
Banque de Luxembourg S.A.300$181K0.1%13F-HRTimeline
Murphy & Mullick Capital Management Corp293$176K0.16%13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.267$160K0.01%+14113F-HRTimelineGroup
Capital A Wealth Management, LLC267$160K0.27%13F-HRTimeline
Allworth Financial LP256$157K<0.01%+2113F-HRTimeline
HARBOUR INVESTMENTS, INC.257$154K<0.01%-1513F-HRTimeline
CVA Family Office, LLC252$151K0.02%+1313F-HRTimeline
GODSEY & GIBB, INC250$150K0.01%013F-HRTimeline
Lindbrook Capital, LLC250$150K0.01%+713F-HRTimeline
Navera Investment Management Ltd.245$147K<0.01%-30013F-HRTimeline
Clean Yield Group245$147K0.05%013F-HRTimeline
Cromwell Holdings LLC224$134K0.08%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding222$133K-7,329Timeline
Annis Gardner Whiting Capital Advisors,…221$133K0.04%013F-HRTimeline
UMB Bank, n.a.220$132K<0.01%+4913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.219$131K<0.01%-62813F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB219$131K<0.01%-613F-HRTimeline
Covestor Ltd208$125K0.08%-3613F-HRTimeline
Goldstream Capital Management Ltd195$117K0.05%013F-HRTimeline
Atlatl Advisers LLC186$112K0.07%13F-HRTimeline
Dunhill Financial, LLC180$108K0.05%+513F-HRTimeline
Parkside Financial Bank & Trust174$104K0.01%+313F-HRTimeline
Park Place Capital Corp170$102K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT167$100K<0.01%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…165$99K<0.01%013F-HRTimelineGroup
YANKCOM Partnership162$97.2K0.05%13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC153$91.8K0.03%013F-HRTimeline
Center for Financial Planning, Inc.145$87K0.01%new13F-HRTimeline
Hexagon Capital Partners LLC145$87K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.137$82.2K<0.01%-513F-HRTimeline
WPG Advisers, LLC131$78.6K0.07%13F-HRTimeline
Global Financial Private Client, LLC130$78K0.03%+113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC130$76K0.07%013F-HRTimeline
Whipplewood Advisors, LLC125$75K0.04%13F-HRTimeline
Sunbelt Securities, Inc.123$73.8K0.01%-4313F-HRTimeline
Balefire, LLC121$72.3K0.02%new13F-HRTimeline
Global Retirement Partners, LLC117$70.2K<0.01%-1813F-HRTimeline
Arax Advisory Partners117$70.2K<0.01%+2113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC115$69K0.03%-22913F-HRTimeline
ORG Partners LLC114$68.4K0.01%013F-HRTimeline
PRIVATE TRUST CO NA113$67.8K0.01%+3613F-HRTimeline
Quent Capital, LLC111$66.8K0.01%-413F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…110$66K0.02%+5013F-HRTimeline
TOBAM106$64K0.02%-4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PICTON MAHONEY ASSET MANAGEMENT100$60K<0.01%new13F-HR/ATimeline
LRI Investments, LLC99$59.6K0.01%+5513F-HRTimeline
Geo Capital Gestora de Recursos Ltd97$58K0.07%-913F-HRTimeline
Financial Network Wealth Advisors LLC93$55.8K0.1%-6413F-HRTimeline
Central Pacific Bank - Trust Division92$55.2K0.01%-2913F-HRTimeline
Riverview Trust Co86$51.6K0.05%013F-HRTimeline
FIRST UNITED BANK & TRUST85$51K0.02%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC83$49.8K<0.01%+313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…83$49.8K0.02%+313F-HRTimeline
Ridgewood Investments LLC82$49.2K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC80$48K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC80$48K0.01%013F-HRTimelineGroup
True Wealth Design, LLC78$46.8K0.02%+1313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors69$41.6K0.01%+3813F-HRTimelineGroup
Compagnie Lombard Odier SCmA69$41.4K<0.01%+6913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.63$37.6K<0.01%+4713F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…61$36.6K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC61$36.6K<0.01%013F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…57$34.2K<0.01%-2,99313F-HRTimeline
Hemington Wealth Management58$34K0.01%+1013F-HRTimeline
TRUST CO OF VERMONT49$29.4K<0.01%+1513F-HRTimeline
Rise Advisors, LLC48$29K0.01%+113F-HRTimeline
OARSMAN CAPITAL, INC.48$28.8K0.01%+313F-HRTimeline
Larson Financial Group LLC45$27K<0.01%-6213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC45$27K0.01%013F-HRTimeline
Menard Financial Group LLC44$26.4K0.02%new13F-HRTimeline
Aventura Private Wealth, LLC44$26.4K0.01%13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …44$26K<0.01%+1213F-HRTimelineGroup
WASHINGTON TRUST Co41$24.6K<0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich35$22.9K<0.01%+313F-HRTimeline
Physician Wealth Advisors, Inc.37$22.2K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc37$22.2K<0.01%013F-HRTimeline
GW&K Investment Management, LLC36$22K<0.01%013F-HRTimeline
Versant Capital Management, Inc36$21.6K<0.01%+413F-HRTimeline
Financial Management Professionals, Inc.35$21K<0.01%013F-HRTimeline
Anchor Investment Management, LLC35$21K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc33$19.8K<0.01%-1413F-HRTimeline
Rialto Wealth Management, LLC32$19.2K0.01%13F-HRTimeline
Raleigh Capital Management Inc.31$18.6K0.01%-613F-HRTimeline
GPS Wealth Strategies Group, LLC31$18.4K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC26$15.7K0.01%13F-HRTimeline
Princeton Global Asset Management LLC26$15.6K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC26$15.6K0.01%13F-HRTimeline
LGT Financial Advisors LLC25$15K0.03%013F-HRTimeline
Asset Dedication, LLC24$14.4K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC24$14.4K0.01%-713F-HRTimeline
CoreCap Advisors, LLC24$14.4K<0.01%-1313F-HRTimeline
LEE DANNER & BASS INC22$13.2K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC22$13.2K<0.01%13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …21$13K<0.01%013F-HRTimelineGroup
Battery Global Advisors, LLC21$12.7K0.01%013F-HRTimeline
Caitlin John, LLC20$12.1K0.01%013F-HRTimeline
Private Wealth Management Group, LLC20$12K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20$12K<0.01%013F-HRTimeline
Key Financial Inc19$11.4K<0.01%+413F-HRTimeline
Manchester Capital Management LLC18$10.8K<0.01%-113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA18$10.7K<0.01%13F-HRTimelineGroup
Davidson Capital Management Inc.16$9.6K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC16$9.6K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC16$9.6K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15$9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stuart Chaussee & Associates, Inc.15$9K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.14$8.52K0.01%13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …14$8.4K0.02%new13F-HRTimeline
Heritage Wealth Advisors14$8.4K<0.01%+213F-HRTimeline
Truvestments Capital LLC14$8.4K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC14$8.4K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC14$8.4K<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC14$8.16K<0.01%new13F-HRTimelineGroup
Avion Wealth14$8K<0.01%+113F-HRTimeline
Coppell Advisory Solutions LLC13$7.79K<0.01%+813F-HRTimeline
Kings Path Partners LLC12$7.2K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN11$6.6K<0.01%013F-HRTimeline
Eukles Asset Management11$6.6K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners11$6.6K<0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC11$6.6K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.10$6K<0.01%+313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC10$6K<0.01%-27913F-HRTimelineGroup
Independence Bank of Kentucky10$6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC10$6K<0.01%013F-HRTimeline
Abound Wealth Management9$5.4K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT9$5.4K<0.01%013F-HRTimeline
First Pacific Financial9$5.4K<0.01%013F-HRTimeline
EASTERN BANK9$5.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC9$5.4K<0.01%+713F-HRTimeline
Rakuten Securities, Inc.9$5.4K<0.01%-813F-HRTimeline
Glen Eagle Advisors, LLC9$5.4K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC9$5.4K0.01%13F-HRTimeline
Carolina Wealth Advisors, LLC8$4.8K<0.01%013F-HRTimeline
Sandy Spring Bank7$4.2K<0.01%new13F-HRTimeline
Pacific Center for Financial Services7$4.2K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC7$4.2K<0.01%-913F-HRTimeline
DiNuzzo Private Wealth, Inc.7$4.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7$4.2K<0.01%new13F-HRTimeline
Altshuler Shaham Ltd7$4.2K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7$4.2K<0.01%013F-HRTimeline
Red Tortoise LLC7$4.2K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC7$4.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners7$4K<0.01%013F-HRTimeline
Beacon Capital Management, LLC6$3.61K<0.01%-4713F-HRTimeline
JNBA Financial Advisors6$3.6K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC6$3.6K<0.01%013F-HRTimeline
Sachetta, LLC6$3.6K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6$3.6K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6$3.6K<0.01%013F-HRTimelineGroup
CRITERION CAPITAL ADVISORS, LLC7$3.37K<0.01%013F-HRTimeline