MSCI INC MSCI
$603.11
+3.6% 52w: $508.00 – $643.83
Latest 13F among current holders filed 3 days ago (Jul 1, 2026)
Price — last 12 months
research preview data508.00575.91643.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.1K
-22 QoQ
13F value
$35.02B
-11.1% QoQ
Smart-money holders
96
signal tier ≥ 2
New smart buyers
10
Q1 2026
Options barometer
0.5×
$63.8M calls / $126.0M puts
Institutional value by quarter
Number of holders
Who owns MSCI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 5.7M | $3.09B | 0.1% | -2.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 4.7M | $2.51B | 0.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 4.0M | $2.17B | 0.1% | — |
| STATE STREET CORP | Index provider | 3.1M | $1.68B | 0.1% | -2.3% |
| BAMCO INC /NY/ | Other | 2.7M | $1.45B | 4.4% | -2.0% |
| MORGAN STANLEY | Bank broker | 2.2M | $1.21B | 0.1% | -9.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 2.0M | $1.08B | 0.1% | +0.3% |
| T. Rowe Price Investment Management, Inc. | Long only active | 1.5M | $812.4M | 0.6% | -37.3% |
| EDGEWOOD MANAGEMENT LLC ★2 | Fundamental diversified | 1.4M | $755.7M | 4.9% | -0.4% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 1.3M | $726.1M | 0.4% | -21.6% |
| Fiera Capital Corp | Other | 981.7K | $529.1M | 1.8% | +2.0% |
| PineStone Asset Management Inc. ★3 | Fundamental concentrated | 976.8K | $526.5M | 3.7% | -2.4% |
| POLEN CAPITAL MANAGEMENT LLC ★2 | Long only active | 929.5K | $501.0M | 3.5% | -30.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 856.7K | $461.8M | 0.3% | -0.6% |
| BAILLIE GIFFORD & CO ★2 | Long only active | 852.4K | $459.4M | 0.5% | +0.7% |
| CITADEL ADVISORS LLC | Multistrat pod | 755.0K | $407.0M | 0.3% | +51.9% |
| JPMORGAN CHASE & CO | Bank broker | 763.4K | $406.1M | 0.0% | +14.4% |
| NORTHERN TRUST CORP | Index provider | 687.0K | $370.3M | 0.0% | -1.4% |
| Invesco Ltd. | Index provider | 661.6K | $356.6M | 0.1% | +30.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 653.0K | $352.0M | 0.2% | +61.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 625.4K | $337.1M | 0.2% | -15.1% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 612.2K | $330.0M | 0.3% | +26.0% |
| Longview Partners (Guernsey) LTD ★2 | Fundamental diversified | 587.3K | $316.5M | 4.5% | -18.9% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 581.8K | $313.6M | 0.3% | +56.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 565.9K | $305.0M | 0.0% | +1.0% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 555.4K | $299.3M | 0.1% | +59.1% |
| GENERATION INVESTMENT MANAGEMENT LLP ★3 | Fundamental concentrated | 502.2K | $270.7M | 2.4% | +121.0% |
| Legal & General Group Plc | Diversified mechanical | 468.1K | $252.3M | 0.1% | -12.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 457.4K | $246.6M | 0.0% | -9.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 436.7K | $235.4M | 0.0% | +2.2% |
| Temasek Holdings (Private) Ltd ★2 | Pension sovereign | 425.9K | $229.5M | 0.8% | +25.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 415.4K | $223.9M | 0.1% | — |
| DEUTSCHE BANK AG\ | Bank broker | 406.3K | $219.0M | 0.1% | -10.1% |
| Meritage Group LP ★2 | Fundamental concentrated | 406.1K | $218.9M | 8.3% | -13.0% |
| BESSEMER GROUP INC | Diversified mechanical | 395.7K | $213.3M | 0.3% | +1.8% |
| BANQUE PICTET & CIE SA | Other | 390.1K | $210.3M | 2.4% | -25.4% |
| ROYAL BANK OF CANADA | Bank broker | 388.5K | $209.4M | 0.0% | +2.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 379.0K | $204.3M | 0.0% | +5.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 378.2K | $203.8M | 0.0% | +0.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 369.6K | $199.2M | 0.0% | -10.3% |
| Clearbridge Investments, LLC | Other | 363.6K | $196.0M | 0.2% | +9.8% |
| Amundi | Diversified mechanical | 345.1K | $186.0M | 0.1% | +21.0% |
| NORDEA INVESTMENT MANAGEMENT AB | Other | 341.6K | $182.1M | 0.2% | -29.6% |
| FMR LLC | Long only active | 311.1K | $167.7M | 0.0% | -35.9% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 310.7K | $167.5M | 0.1% | -24.2% |
| UBS Group AG | Bank broker | 306.1K | $165.0M | 0.0% | +18.2% |
| STOREBRAND ASSET MANAGEMENT AS | Other | 304.8K | $164.3M | 0.5% | -9.2% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 297.2K | $160.2M | 0.1% | -7.7% |
| Robeco Institutional Asset Management B.V. | Other | 293.8K | $158.4M | 0.2% | +42.6% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 280.9K | $151.4M | 0.0% | +2.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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