MSCI Ownership

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

Recent Insider Transactions

NYSE: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 bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MSCI?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	3,370	0.0043%
State or Government	72,663	0.0927%
Individual Insiders	2,530,610	3.23%
General Public	4,210,836	5.37%
Institutions	71,553,815	91.3%

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

Top Shareholders

Top 25 shareholders own 57.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.3%	The Vanguard Group, Inc.	8,837,144	US$5.5b	-0.26%	0.08%
8.04%	BlackRock, Inc.	6,301,984	US$3.9b	-7.69%	0.06%
4.07%	State Street Global Advisors, Inc.	3,192,364	US$2.0b	0.36%	0.07%
2.84%	Polen Capital Management, LLC	2,228,675	US$1.4b	35%	3.27%
2.8%	Edgewood Management LLC	2,196,501	US$1.4b	16.9%	3.48%
2.75%	Baron Capital Group, Inc.	2,157,431	US$1.3b	-2.62%	3.0%
2.71%	Henry Fernandez	2,121,846	US$1.3b	0.14%	no data
2.38%	Geode Capital Management, LLC	1,862,362	US$1.2b	0.74%	0.08%
2.03%	Massachusetts Financial Services Company	1,587,723	US$981.8m	14.3%	0.21%
1.91%	Principal Global Investors, LLC	1,495,388	US$924.7m	2.57%	0.44%
1.74%	Capital Research and Management Company	1,361,857	US$842.1m	-55.2%	0.04%
1.47%	Sustainable Growth Advisers, LP	1,148,169	US$710.0m	-14.3%	2.72%
1.43%	Morgan Stanley, Investment Banking and Brokerage Investments	1,120,262	US$692.7m	17.6%	0.08%
1.4%	Fiera Capital Corporation	1,098,936	US$679.6m	-2.3%	1.54%
1.36%	American Century Investment Management Inc	1,064,227	US$658.1m	1.55%	0.31%
1.32%	Nordea Investment Management, AB	1,032,624	US$638.6m	6.08%	0.43%
1.24%	Norges Bank Investment Management	972,714	US$601.5m	0%	0.05%
1.15%	Brown Advisory Incorporated	901,519	US$557.5m	-16.1%	0.65%
0.94%	Northern Trust Global Investments	735,966	US$455.1m	-0.25%	0.07%
0.91%	Eaton Vance Management	710,562	US$439.4m	1.62%	0.1%
0.8%	FMR LLC	627,910	US$388.3m	-13.5%	0.02%
0.79%	Legal & General Investment Management Limited	619,925	US$383.3m	-2.74%	0.07%
0.75%	UBS Asset Management AG	589,549	US$364.6m	1.99%	0.04%
0.69%	Millennium Management LLC	542,575	US$335.5m	81.1%	0.27%
0.66%	Deutsche Asset & Wealth Management	513,542	US$317.6m	-3.5%	0.09%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/17 23:28
End of Day Share Price	2024/12/17 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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. 15 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