MSCI INC (MSCI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,017
Reporting holders
$36.2B
Reported value
88.3%
Of shares outstanding
0.7%
Held as options
+18
Holder change
Institutions report 64,230,314 shares against 72,700,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.1B | 5,468,585 | 0.05% | 8q | -4.7%-$152.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.6B | 4,644,770 | 0.06% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3B | 4,163,745 | 0.11% | 2q | +3.5%+$78.0M |
| BAMCO INC /NY/ | $1.8B | 3,211,753 | 2.70% | 31q | +19.0%+$286.9M |
| STATE STREET CORP | $1.8B | 3,194,918 | 0.05% | 31q | +2.6%+$44.8M |
| MORGAN STANLEY | $1.2B | 2,128,743 | 0.06% | 35q | -5.2%-$65.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 1,950,086 | 0.06% | 31q | -2.5%-$27.7M |
| VIKING GLOBAL INVESTORS LP | $650.0M | 1,160,687 | 1.85% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $631.3M | 1,127,265 | 0.31% | 31q | -16.3%-$123.1M |
| PineStone Asset Management Inc. | $528.4M | 943,550 | 3.26% | 15q | -3.4%-$18.6M |
| Fiera Capital Corp | $484.4M | 864,977 | 1.76% | 31q | -11.9%-$65.4M |
| NORGES BANK | $481.5M | 859,813 | 0.05% | 32q | -6.7%-$34.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $480.6M | 858,176 | 0.27% | 31q | HELD |
| MILLENNIUM MANAGEMENT LLC | $471.6M | 741,928 | 0.17% | 25q | +21.2%+$82.5M |
| Invesco Ltd. | $452.4M | 807,864 | 0.04% | 31q | +22.1%+$81.9M |
| BAILLIE GIFFORD & CO | $445.9M | 796,246 | 0.40% | 5q | -6.6%-$31.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $405.5M | 724,058 | 0.18% | 31q | +15.8%+$55.2M |
| POLEN CAPITAL MANAGEMENT LLC | $376.2M | 671,797 | 3.24% | 12q | -27.7%-$144.3M |
| NORTHERN TRUST CORP | $376.1M | 671,620 | 0.04% | 31q | -2.2%-$8.6M |
| EDGEWOOD MANAGEMENT LLC | $371.9M | 664,098 | 3.84% | 12q | -52.6%-$413.3M |
| AQR CAPITAL MANAGEMENT LLC | $364.1M | 658,427 | 0.13% | 31q | +0.8%+$3.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $334.8M | 597,876 | 0.04% | 31q | +5.7%+$17.9M |
| Sixth Street Partners Management Company, L.P. | $334.8M | 597,876 | 0.04% | new | NEW |
| GOLDMAN SACHS GROUP INC | $327.1M | 584,121 | 0.03% | 31q | +27.7%+$70.9M |
| JPMORGAN CHASE & CO | $324.5M | 581,611 | 0.02% | 31q | -23.8%-$101.5M |
| GENERATION INVESTMENT MANAGEMENT LLP | $301.5M | 538,342 | 2.93% | 3q | +7.2%+$20.3M |
| Winslow Capital Management, LLC | $296.6M | 529,653 | 1.02% | new | NEW |
| CITADEL ADVISORS LLC | $293.4M | 460,566 | 0.03% | 31q | -39.0%-$187.6M |
| WELLINGTON MANAGEMENT GROUP LLP | $284.1M | 507,299 | 0.05% | 31q | -8.7%-$26.9M |
| Longview Partners (Guernsey) LTD | $259.7M | 463,710 | 4.22% | 5q | -21.0%-$69.2M |
| Legal & General Group Plc | $257.7M | 460,123 | 0.05% | 31q | -1.7%-$4.5M |
| Bank of New York Mellon Corp | $234.9M | 419,443 | 0.04% | 31q | -4.0%-$9.7M |
| VANGUARD FIDUCIARY TRUST CO | $227.6M | 406,340 | 0.05% | 2q | -2.2%-$5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $222.8M | 397,854 | 0.04% | 31q | +5.2%+$11.0M |
| UBS Group AG | $221.3M | 392,796 | 0.03% | 31q | +28.3%+$48.8M |
| BANK OF AMERICA CORP /DE/ | $220.4M | 393,492 | 0.01% | 31q | +6.5%+$13.4M |
| BANQUE PICTET & CIE SA | $217.0M | 387,545 | 1.36% | 4q | -0.7%-$1.5M |
| FMR LLC | $208.2M | 371,835 | 0.01% | 31q | +19.5%+$34.0M |
| DEUTSCHE BANK AG\ | $207.9M | 371,305 | 0.06% | 34q | -8.6%-$19.6M |
| Amundi | $201.1M | 359,092 | 0.05% | 21q | +4.1%+$7.8M |
| ROYAL BANK OF CANADA | $191.4M | 319,261 | 0.03% | 31q | -17.8%-$41.5M |
| Robeco Institutional Asset Management B.V. | $188.1M | 335,934 | 0.23% | 38q | +14.3%+$23.6M |
| Assenagon Asset Management S.A. | $188.0M | 335,694 | 0.12% | 20q | +72.3%+$78.9M |
| NORDEA INVESTMENT MANAGEMENT AB | $187.6M | 337,776 | 0.15% | 31q | -1.1%-$2.1M |
| TWO SIGMA INVESTMENTS, LP | $185.0M | 330,314 | 0.13% | 19q | -43.2%-$140.9M |
| SEI INVESTMENTS CO | $184.0M | 328,506 | 0.16% | 31q | +172.1%+$116.4M |
| Qube Research & Technologies Ltd | $172.5M | 308,059 | 0.16% | 2q | +682.9%+$150.5M |
| Temasek Holdings (Private) Ltd | $171.7M | 306,549 | 0.46% | 18q | -28.0%-$66.8M |
| DIMENSIONAL FUND ADVISORS LP | $162.7M | 290,499 | 0.03% | 31q | +3.4%+$5.4M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $161.6M | 288,472 | 0.24% | 3q | +13.7%+$19.5M |
| STOREBRAND ASSET MANAGEMENT AS | $161.0M | 287,532 | 0.40% | 3q | -5.7%-$9.6M |
| Vontobel Holding Ltd. | $158.8M | 283,476 | 0.50% | 23q | +259.0%+$114.5M |
| NEUBERGER BERMAN GROUP LLC | $158.5M | 282,929 | 0.11% | 31q | -4.8%-$8.0M |
| WELLS FARGO & COMPANY/MN | $157.8M | 281,790 | 0.03% | 31q | -49.6%-$155.5M |
| Point72 Asset Management, L.P. | $154.4M | 275,651 | 0.17% | 2q | +514.9%+$129.3M |
| Meritage Group LP | $153.8M | 274,569 | 5.93% | 5q | -32.4%-$73.7M |
| Gobi Capital LLC | $144.6M | 258,211 | 6.78% | 6q | +0.6%+$896.1K |
| Clearbridge Investments, LLC | $143.0M | 255,427 | 0.12% | 14q | -29.8%-$60.6M |
| Vinva Investment Management Ltd | $138.5M | 247,456 | 0.92% | 14q | +62.5%+$53.3M |
| Russell Investments Group, Ltd. | $137.8M | 246,113 | 0.12% | 31q | +1.9%+$2.6M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $125.3M | 223,718 | 0.39% | 31q | -6.2%-$8.2M |
| Junto Capital Management LP | $119.9M | 214,134 | 2.11% | 2q | +128.9%+$67.5M |
| Nuveen, LLC | $117.4M | 209,558 | 0.03% | 6q | -4.8%-$5.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $117.2M | 84,815 | 0.01% | 31q | +231.1%+$81.8M |
| AMERICAN CENTURY COMPANIES INC | $114.7M | 204,785 | 0.05% | 31q | -34.1%-$59.3M |
| PRUDENTIAL FINANCIAL INC | $112.1M | 200,163 | 0.12% | 31q | +121.5%+$61.5M |
| Consulta Ltd | $112.0M | 200,000 | 4.04% | 2q | HELD |
| HSBC HOLDINGS PLC | $103.1M | 184,399 | 0.04% | 31q | -6.4%-$7.1M |
| Canoe Financial LP | $100.6M | 179,551 | 1.25% | 10q | -2.8%-$2.9M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $96.3M | 171,958 | 0.31% | 31q | -26.4%-$34.6M |
| FLOSSBACH VON STORCH SE | $94.8M | 169,324 | 0.43% | 18q | -23.5%-$29.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $92.8M | 165,742 | 0.05% | 31q | +73.3%+$39.3M |
| BARCLAYS PLC | $90.1M | 160,884 | 0.02% | 31q | -21.0%-$23.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $89.3M | 159,379 | 0.06% | 31q | +89.9%+$42.3M |
| Quantinno Capital Management LP | $87.9M | 157,005 | 0.11% | 14q | +5.3%+$4.4M |
| Vanguard Global Advisers, LLC | $87.8M | 156,814 | 0.04% | 2q | -2.3%-$2.1M |
| Artisan Partners Limited Partnership | $87.7M | 156,539 | 0.14% | new | NEW |
| Sumitomo Mitsui Trust Group, Inc. | $85.4M | 152,575 | 0.05% | 31q | -3.0%-$2.6M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $84.4M | 150,647 | 0.31% | 31q | +17038.5%+$83.9M |
| Squarepoint Ops LLC | $83.3M | 148,812 | 0.09% | 15q | +510.6%+$69.7M |
| Markel Group Inc. | $80.0M | 142,850 | 0.61% | 31q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $77.5M | 138,298 | 0.05% | 2q | +10.4%+$7.3M |
| JANE STREET GROUP, LLC | $76.2M | 113,634 | 0.01% | 31q | -37.3%-$45.4M |
| TD Asset Management Inc | $75.2M | 134,275 | 0.07% | 31q | -14.4%-$12.6M |
| California Public Employees Retirement System | $74.4M | 132,825 | 0.04% | 31q | -11.5%-$9.7M |
| RHUMBLINE ADVISERS | $72.8M | 129,983 | 0.05% | 31q | -7.2%-$5.6M |
| ENVESTNET ASSET MANAGEMENT INC | $69.8M | 124,554 | 0.02% | 31q | -9.5%-$7.3M |
| AMERIPRISE FINANCIAL INC | $67.7M | 120,902 | 0.01% | 31q | +11.4%+$6.9M |
| GCQ FUNDS MANAGEMENT PTY Ltd | $66.7M | 119,105 | 9.25% | 7q | +11.9%+$7.1M |
| National Pension Service | $66.0M | 117,834 | 0.04% | 31q | -2.1%-$1.4M |
| CITIGROUP INC | $63.6M | 113,598 | 0.02% | 31q | +11.0%+$6.3M |
| Baird Financial Group, Inc. | $61.2M | 109,293 | 0.08% | 31q | -7.1%-$4.7M |
| STEADFAST CAPITAL MANAGEMENT LP | $61.2M | 109,200 | 1.87% | 2q | +296.4%+$45.7M |
| FRANKLIN RESOURCES INC | $59.1M | 105,605 | 0.01% | 31q | -55.1%-$72.5M |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | $59.0M | 105,335 | 1.06% | 10q | +1.2%+$672.0K |
| GFI Investment Counsel Ltd. | $58.6M | 104,619 | 7.95% | 31q | -4.0%-$2.5M |
| YCG, LLC | $58.4M | 104,207 | 5.14% | 31q | -2.5%-$1.5M |
| DF DENT & CO INC | $58.1M | 103,680 | 1.10% | 13q | -14.6%-$9.9M |
| BNP PARIBAS FINANCIAL MARKETS | $57.7M | 103,071 | 0.02% | 31q | -28.1%-$22.6M |
| Mitsubishi UFJ Trust & Banking Corp | $57.6M | 102,802 | 0.13% | 31q | +13.2%+$6.7M |
Showing the largest 100 of 1,083 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,017 | $36.2B | 64,230,314 | 112 | 352 | 371 | 0.7% |
| Q1 2026 | 999 | $33.7B | 62,227,904 | 112 | 327 | 392 | 0.6% |
| Q4 2025 | 1,009 | $37.2B | 64,568,903 | 94 | 295 | 405 | 0.5% |
| Q3 2025 | 969 | $37.7B | 66,031,842 | 79 | 324 | 365 | 0.8% |
| Q2 2025 | 1,005 | $39.7B | 68,376,102 | 93 | 350 | 363 | 0.7% |
| Q1 2025 | 999 | $39.0B | 68,609,367 | 99 | 358 | 348 | 0.7% |
| Q4 2024 | 993 | $41.6B | 68,903,046 | 81 | 351 | 307 | 0.6% |
| Q3 2024 | 916 | $39.7B | 67,775,868 | 116 | 363 | 267 | 0.5% |
| Q2 2024 | 853 | $33.4B | 68,783,407 | 124 | 327 | 264 | 0.8% |
| Q1 2024 | 830 | $40.5B | 72,023,329 | 88 | 297 | 265 | 0.4% |
| Q4 2023 | 794 | $40.6B | 71,039,563 | 62 | 262 | 278 | 1.0% |
| Q3 2023 | 742 | $35.9B | 69,379,655 | 79 | 253 | 257 | 1.0% |
| Q2 2023 | 712 | $32.5B | 68,763,179 | 68 | 230 | 277 | 0.6% |
| Q1 2023 | 714 | $40.0B | 71,393,500 | 97 | 243 | 232 | 0.4% |
| Q4 2022 | 631 | $29.7B | 63,556,252 | 77 | 205 | 206 | 0.4% |
| Q3 2022 | 738 | $30.6B | 72,089,016 | 57 | 276 | 257 | 0.6% |
| Q2 2022 | 745 | $30.1B | 72,431,429 | 58 | 247 | 302 | 0.7% |
| Q1 2022 | 824 | $36.9B | 72,909,287 | 76 | 291 | 310 | 0.7% |
| Q4 2021 | 855 | $45.8B | 74,151,485 | 77 | 314 | 265 | 0.9% |
| Q3 2021 | 809 | $45.5B | 74,068,512 | 93 | 258 | 291 | 1.0% |
| Q2 2021 | 757 | $40.2B | 75,020,208 | 68 | 263 | 255 | 0.6% |
| Q1 2021 | 741 | $31.7B | 75,253,919 | 62 | 271 | 274 | 0.6% |
| Q4 2020 | 763 | $34.0B | 74,984,502 | 89 | 276 | 241 | 1.0% |
| Q3 2020 | 688 | $26.9B | 74,761,953 | 83 | 214 | 274 | 1.0% |
| Q2 2020 | 659 | $25.9B | 76,573,910 | 94 | 221 | 244 | 1.2% |
| Q1 2020 | 618 | $22.8B | 78,474,196 | 90 | 201 | 236 | 0.6% |
| Q4 2019 | 611 | $20.6B | 79,125,671 | 75 | 198 | 198 | 0.7% |
| Q3 2019 | 555 | $17.3B | 78,427,541 | 64 | 192 | 194 | 1.5% |
| Q2 2019 | 540 | $19.2B | 78,556,979 | 82 | 185 | 191 | 2.5% |
| Q1 2019 | 516 | $15.8B | 79,160,603 | 60 | 167 | 197 | 0.6% |
| Q4 2018 | 497 | $11.9B | 80,467,405 | 6 | 10 | 11 | 0.5% |