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Disclosery

MSCI MSCI INC

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Stock (common), issuer CIK 1408198

1,058 managers (1,083 13F filers) reported a position in MSCI shares at 2025-03-31, 71,084,529 shares in all. 109 filers opened a position and 91 filers sold out during the quarter.

Managers
1,058
13F filers
1,083
New
109
Added
404
Reduced
386
Sold out
91
Shares held by filers
71,084,529

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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Wiechmann Andrew C.officer (Chief Financial Officer)2026-10-12-450 S$570Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CONNING INC.in group CONNING INC.459$260K0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…458$259K0.01%-2613F-HRTimelineGroup
J2 Capital Management Inc456$258K0.24%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC456$258K0.01%+4713F-HRTimeline
CAPITAL ADVISORS INC/OK451$255K0.01%+213F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd451$255K0.03%-20413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd451$255K0.01%-70813F-HRTimelineGroup
Aprio Wealth Management, LLC450$255K0.03%+7213F-HRTimeline
CX Institutional447$253K0.01%+5213F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.445$252K0.05%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC444$251K0.01%+313F-HRTimeline
CERTUITY, LLC442$250K0.03%+2813F-HRTimeline
V-Square Quantitative Management LLC439$248K0.04%-1913F-HRTimeline
Focus Financial Network, Inc.437$247K0.01%+1313F-HRTimeline
IRON Financial LLC425$240K0.13%new13F-HRTimeline
CWA Asset Management Group, LLC423$239K0.01%+513F-HRTimeline
Aaron Wealth Advisors LLC420$238K0.03%-4113F-HRTimeline
Howard Capital Management, LLC417$236K0.01%-6713F-HRTimeline
Bridgewater Advisors Inc.436$236K0.02%new13F-HRTimeline
Smithfield Trust Co417$235K0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC415$235K0.04%+213F-HRTimeline
Winslow Capital Management, LLC411$232K<0.01%-18713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC410$232K0.02%-1613F-HR/ATimeline
FUKOKU MUTUAL LIFE INSURANCE Co408$231K0.02%013F-HRTimeline
Lantz Financial LLC404$228K0.06%+113F-HRTimeline
M3 Advisory Group, LLC401$227K0.18%+2213F-HRTimeline
Blue Edge Capital, LLC400$226K0.04%013F-HRTimeline
WealthBridge Capital Management, LLC398$225K0.06%-1613F-HRTimeline
Venture Visionary Partners LLC398$225K0.01%new13F-HRTimeline
GK Wealth Management LLC395$224K0.28%-12213F-HR/ATimeline
FISHMAN JAY A LTD/MI395$223K0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…391$221K0.01%13F-HRTimeline
GTS SECURITIES LLC386$218K0.01%-17013F-HRTimeline
New Age Alpha Advisors, LLC385$218K0.01%new13F-HRTimeline
Summa Corp.382$216K0.12%013F-HRTimeline
Impact Capital Partners LLC382$216K0.08%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC399$213K0.02%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC377$213K0.07%-7213F-HR/ATimeline
Stonegate Investment Group, LLC376$213K0.01%new13F-HRTimeline
McHugh Group, LLC375$212K0.16%013F-HRTimeline
Claro Advisors Inc.371$210K0.03%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC370$209K<0.01%-18013F-HR/ATimelineGroup
MGO ONE SEVEN LLC370$209K0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…372$209K<0.01%-18413F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC369$209K<0.01%+2613F-HRTimelineGroup
Savvy Advisors, Inc.369$209K0.02%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC368$208K0.04%new13F-HRTimeline
Wellspring Financial Advisors, LLC367$208K0.02%+613F-HRTimeline
B. Riley Wealth Advisors, Inc.365$206K0.01%+213F-HRTimeline
Quotient Wealth Partners, LLC361$204K0.01%+2013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC360$204K0.07%013F-HRTimeline
JCIC Asset Management Inc.360$204K0.09%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd359$203K0.09%new13F-HRTimelineGroup
SVB WEALTH LLC341$193K0.01%-8513F-HRTimeline
Lindbrook Capital, LLC339$192K0.02%+8913F-HRTimeline
TD Waterhouse Canada Inc.336$187K<0.01%+1713F-HRTimeline
WHITTIER TRUST CO323$183K<0.01%-12813F-HRTimeline
Banque de Luxembourg S.A.300$170K0.1%013F-HRTimeline
Rossby Financial, LCC313$168K0.07%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB296$167K<0.01%+7713F-HRTimeline
Murphy & Mullick Capital Management Corp293$166K0.16%013F-HRTimeline
GeoWealth Management, LLC286$162K0.01%-41713F-HRTimeline
Arax Advisory Partners279$158K0.01%+16213F-HRTimeline
Capital A Wealth Management, LLC267$151K0.16%013F-HRTimeline
CVA Family Office, LLC263$149K0.02%+1113F-HRTimeline
UMB Bank, n.a.257$145K<0.01%+3713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Wealth Design, LLC252$143K0.05%+17413F-HRTimeline
GODSEY & GIBB, INC250$141K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.247$140K<0.01%-1013F-HRTimeline
Navera Investment Management Ltd.245$139K<0.01%013F-HRTimeline
Clean Yield Group245$139K0.05%013F-HRTimeline
Covestor Ltd234$133K0.09%+2613F-HRTimeline
Allworth Financial LP248$132K<0.01%-813F-HRTimeline
Cromwell Holdings LLC227$128K0.08%+313F-HRTimeline
Larson Financial Group LLC212$120K0.01%+16713F-HRTimeline
Wayfinding Financial, LLC209$118K0.05%new13F-HRTimeline
Geneos Wealth Management Inc.91$118K<0.01%-4613F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC226$114K0.08%+11113F-HRTimeline
Goldstream Capital Management Ltd195$110K0.07%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…195$110K0.05%-2613F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.192$109K0.1%-15813F-HRTimeline
VEGA INVESTMENT SOLUTIONS186$105K0.02%new13F-HRTimeline
Parkside Financial Bank & Trust182$103K0.01%+813F-HRTimeline
Global Financial Private Client, LLC179$101K0.04%+4913F-HRTimeline
Dunhill Financial, LLC178$100K0.05%-213F-HRTimeline
Blue Trust, Inc.169$95.6K<0.01%-5013F-HRTimeline
YANKCOM Partnership169$95.6K0.05%+713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…165$93.3K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC159$89.9K0.03%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC153$86.5K0.03%013F-HRTimeline
Center for Financial Planning, Inc.145$82K0.01%013F-HRTimeline
Sunbelt Securities, Inc.142$80.3K0.01%+1913F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC130$73K0.06%013F-HRTimeline
PRIVATE TRUST CO NA128$72.4K0.01%+1513F-HRTimeline
Quent Capital, LLC121$68.6K0.01%+1013F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …119$67.3K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC146$66.2K0.05%+2113F-HRTimeline
WPG Advisers, LLC110$62.2K0.06%-2113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…110$62.2K0.02%013F-HRTimeline
LRI Investments, LLC102$57.6K0.01%+313F-HRTimeline
Financial Network Wealth Advisors LLC101$57.1K0.07%+813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…99$56K0.02%+1613F-HRTimeline
Geo Capital Gestora de Recursos Ltd97$55K0.08%013F-HRTimeline
Hexagon Capital Partners LLC96$54.3K0.01%-4913F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.94$53.2K0.03%+8513F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST92$52K0.01%+9113F-HRTimeline
Versant Capital Management, Inc89$50.3K0.01%+5313F-HRTimeline
Central Pacific Bank - Trust Division88$49.8K0.01%-413F-HRTimeline
GW&K Investment Management, LLC84$48K<0.01%+4813F-HRTimeline
FIRST UNITED BANK & TRUST84$47.5K0.02%-113F-HRTimeline
Riverview Trust Co84$47.5K0.05%-213F-HRTimeline
Caitong International Asset Management …83$46.9K0.03%+8013F-HRTimeline
Ridgewood Investments LLC82$46.4K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC80$45.2K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC80$45.2K0.01%013F-HRTimelineGroup
HWG Holdings LP77$43.5K0.02%new13F-HRTimeline
Compagnie Lombard Odier SCmA69$39K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …66$37K<0.01%+2213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC64$36.2K<0.01%-1913F-HRTimeline
Hemington Wealth Management65$36K0.01%+713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…61$34.5K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC61$34.5K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC58$32.8K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT58$32.8K<0.01%+913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.53$30K<0.01%-1013F-HRTimelineGroup
Rise Advisors, LLC50$28K0.01%+213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.48$27.1K<0.01%-21913F-HRTimelineGroup
Olde Wealth Management, LLC48$27K0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC45$25.4K0.01%013F-HRTimeline
Aventura Private Wealth, LLC44$24.9K0.01%013F-HRTimeline
WASHINGTON TRUST Co41$23.2K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp38$21.5K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc37$20.9K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.34$19.2K<0.01%-113F-HRTimeline
AdvisorNet Financial, Inc33$18.7K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors33$18.4K<0.01%-3613F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC32$18.1K<0.01%+1613F-HRTimelineGroup
NewSquare Capital LLC32$18.1K<0.01%+2713F-HRTimeline
Private Wealth Asset Management, LLC32$18.1K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC32$18.1K0.01%013F-HRTimeline
Saudi Central Bank31$17.5K0.09%new13F-HRTimeline
GPS Wealth Strategies Group, LLC31$17.3K<0.01%013F-HRTimeline
EASTERN BANK28$15.8K<0.01%+1913F-HRTimeline
Manchester Capital Management LLC28$15.8K<0.01%+1013F-HRTimeline
Cornerstone Planning Group LLC28$14.9K<0.01%+2313F-HRTimeline
SIERRA OCEAN, LLC26$14.8K0.01%013F-HRTimeline
Princeton Global Asset Management LLC26$14.8K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC26$14.7K0.01%013F-HRTimeline
2UniFi Bank24$14.2K0.01%new13F-HRTimeline
Anchor Investment Management, LLC25$14.1K<0.01%-1013F-HRTimeline
Asset Dedication, LLC24$13.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC24$13.6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC22$12.4K<0.01%013F-HR/ATimeline
Battery Global Advisors, LLC21$12K0.01%013F-HRTimeline
Sound Income Strategies, LLC20$11.3K<0.01%+1113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20$11.3K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC20$11.3K<0.01%013F-HRTimeline
Key Financial Inc19$10.7K<0.01%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA18$10.2K<0.01%013F-HR/ATimelineGroup
Park Place Capital Corp17$9.61K<0.01%-15313F-HRTimeline
Davidson Capital Management Inc.16$9.05K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC15$8.48K<0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.15$8.48K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.14$8.03K0.01%013F-HRTimeline
Avion Wealth14$8K<0.01%013F-HRTimeline
Truvestments Capital LLC14$7.92K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC14$7.92K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC14$7.92K<0.01%013F-HR/ATimeline
Marshall & Sterling Wealth Advisors Inc.14$7.92K0.01%new13F-HRTimeline
Flaharty Asset Management, LLC13$7.38K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …12$6.81K0.01%-213F-HRTimeline
Beacon Capital Management, LLC12$6.81K<0.01%+613F-HRTimeline
Heritage Wealth Advisors12$6.79K<0.01%-213F-HRTimeline
Kings Path Partners LLC12$6.79K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN11$6.22K<0.01%013F-HRTimeline
Eukles Asset Management11$6.22K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC10$5.67K<0.01%+613F-HRTimeline
SJS Investment Consulting Inc.10$5.66K<0.01%013F-HRTimeline
COUNTRY TRUST BANK10$5.66K<0.01%new13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC10$5.66K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky10$5.66K<0.01%013F-HRTimeline
Fortitude Family Office, LLC10$5.66K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC10$5.49K0.01%+813F-HRTimeline
Hughes Financial Services, LLC9$5.11K<0.01%new13F-HRTimeline
Abound Wealth Management9$5.09K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT9$5.09K<0.01%013F-HRTimeline
First Pacific Financial9$5.09K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC9$5.09K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management8$5K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC9$4.95K<0.01%new13F-HRTimeline
Greenline Partners, LLC8$4.52K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC8$4.52K<0.01%013F-HRTimeline
ORG Partners LLC7$3.97K<0.01%-10713F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7$3.96K<0.01%013F-HRTimeline
Pacific Center for Financial Services7$3.96K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC7$3.96K<0.01%013F-HRTimeline
Red Tortoise LLC7$3.96K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.7$3.96K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC7$3.96K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC7$3.96K0.07%new13F-HRTimeline

Events

  • Wiechmann Andrew C. sold 450 MSCI shares on 2026-10-12, Form 4 filed 2026-10-14. 0001769683-26-000013

    Accepted , ingested