MSCI Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BVL:MSCI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 Dec 24	BuyUS$1,777,119	Henry Fernandez	Individual	2,900	US$614.08
28 Aug 24	SellUS$1,044,200	Robert Gutowski	Individual	1,816	US$575.00
30 Apr 24	SellUS$4,245,200	Scott Crum	Individual	9,000	US$472.04
25 Apr 24	BuyUS$3,445,575	C. D. Pettit	Individual	7,500	US$459.41
25 Apr 24	BuyUS$6,056,955	Henry Fernandez	Individual	13,000	US$469.66

Insider Trading Volume

Insider Buying: MSCI insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of MSCI?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	790	0.000988%
State or Government	33,734	0.0422%
Individual Insiders	2,456,092	3.07%
General Public	4,116,082	5.15%
Institutions	73,353,291	91.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 64.14% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.9%	The Vanguard Group, Inc.	8,680,812	US$4.5b	0.73%	0.09%
8.22%	BlackRock, Inc.	6,576,313	US$3.4b	-2.32%	0.07%
4.61%	Capital Research and Management Company	3,686,220	US$1.9b	0.79%	0.12%
4.14%	State Street Global Advisors, Inc.	3,306,792	US$1.7b	-0.66%	0.09%
3.84%	Massachusetts Financial Services Company	3,069,186	US$1.6b	-0.62%	0.38%
3%	T. Rowe Price Group, Inc.	2,399,294	US$1.3b	-14.2%	0.14%
2.98%	AllianceBernstein L.P.	2,382,561	US$1.2b	59.7%	0.47%
2.72%	Baron Capital Group, Inc.	2,173,857	US$1.1b	-0.38%	2.97%
2.58%	Henry Fernandez	2,065,127	US$1.1b	0.62%	no data
2.55%	FMR LLC	2,038,809	US$1.1b	-10.6%	0.09%
2.25%	Fiera Capital Corporation	1,802,698	US$941.3m	-6.66%	2.31%
2%	Geode Capital Management, LLC	1,601,510	US$836.2m	1.89%	0.1%
1.72%	Durable Capital Partners, LP	1,371,880	US$716.3m	-15.6%	6.75%
1.57%	American Century Investment Management Inc	1,259,024	US$657.4m	0.28%	0.44%
1.56%	Sustainable Growth Advisers, LP	1,250,887	US$653.2m	-2.42%	3.97%
1.33%	Franklin Resources, Inc.	1,060,769	US$553.9m	-1.46%	0.23%
1.12%	Brown Advisory Incorporated	894,820	US$467.2m	-8.97%	0.8%
1.06%	J.P. Morgan Asset Management, Inc.	845,503	US$441.5m	14.7%	0.07%
1.02%	WCM Investment Management, LLC	815,681	US$425.9m	4.72%	0.84%
1.02%	Norges Bank Investment Management	812,908	US$424.5m	13.9%	0.05%
0.9%	Northern Trust Global Investments	722,006	US$377.0m	-0.34%	0.07%
0.89%	Columbia Management Investment Advisers, LLC	713,982	US$372.8m	-26.6%	0.1%
0.77%	BNY Mellon Asset Management	613,159	US$320.2m	0.09%	0.07%
0.75%	Managed Account Advisors LLC	598,142	US$312.3m	-2.92%	0.08%
0.68%	Artisan Partners Limited Partnership	545,935	US$285.1m	-0.26%	0.26%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/03/01 17:36
End of Day Share Price	2022/12/02 00:00
Earnings	2022/12/31
Annual Earnings	2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

MSCI Inc. is covered by 36 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ishan Majumdar	Baptista Research
Manav Patnaik	Barclays
Gregory Simpson	BNP Paribas Exane