Who owns MSCI (MSCI)
Which tracked institutional funds hold MSCI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MSCI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
277 tracked funds added or opened MSCI while 225 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MSCI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes MSCI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MSCI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1016 tracked filers holding MSCI, 483 increased or opened the position and 556 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MSCI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 51
- VIKING GLOBAL INVESTORS LP$650M
- Winslow Capital Management, LLC$297M
- Artisan Partners Limited Partnership$88M
- Generate Investment Management Ltd$22M
- Nykredit A/S$11M
- SCHWARTZ INVESTMENT COUNSEL INC$11M
Full exits 77
- T. Rowe Price Investment Management, Inc.$812M
- BESSEMER GROUP INC$213M
- Amundi$186M
- SG Americas Securities, LLC$80M
- PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$61M
- Longaeva Partners L.P.$42M
Largest adds
- BlackRock, Inc.$449M
- BAMCO INC /NY/$344M
- VANGUARD PORTFOLIO MANAGEMENT LLC$163M
- Qube Research & Technologies Ltd$151M
- Point72 Asset Management, L.P.$130M
- SEI INVESTMENTS CO$119M
Largest trims
- EDGEWOOD MANAGEMENT LLC$384M
- CITADEL ADVISORS LLC$149M
- Magellan Asset Management Ltd$141M
- TWO SIGMA INVESTMENTS, LP$129M
- POLEN CAPITAL MANAGEMENT LLC$125M
- PRINCIPAL FINANCIAL GROUP INC$95M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 5,468,585 | $3.1B | 9.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,644,770 | $2.6B | 8.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,163,745 | $2.3B | 7.4% | 2026-Q2 |
| BAMCO INC /NY/ added | 3,211,753 | $1.8B | 5.7% | 2026-Q2 |
| STATE STREET CORP added | 3,194,918 | $1.8B | 5.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,128,743 | $1.2B | 3.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,950,086 | $1.1B | 3.5% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP new | 1,160,687 | $650M | 2.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,127,265 | $631M | 2.0% | 2026-Q2 |
| PineStone Asset Management Inc. trimmed | 943,550 | $528M | 1.7% | 2026-Q2 |
| Fiera Capital Corp trimmed | 864,977 | $484M | 1.5% | 2026-Q2 |
| NORGES BANK trimmed | 859,813 | $482M | 1.5% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 858,176 | $481M | 1.5% | 2026-Q2 |
| Invesco Ltd. added | 807,864 | $452M | 1.4% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 796,246 | $446M | 1.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 741,928 | $416M | 1.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 724,058 | $406M | 1.3% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 671,797 | $376M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 671,620 | $376M | 1.2% | 2026-Q2 |
| EDGEWOOD MANAGEMENT LLC trimmed | 664,098 | $372M | 1.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 658,427 | $364M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 597,876 | $335M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 584,121 | $327M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 581,611 | $325M | 1.0% | 2026-Q2 |
| GENERATION INVESTMENT MANAGEMENT LLP added | 538,342 | $301M | 1.0% | 2026-Q2 |
| Winslow Capital Management, LLC added | 529,653 | $297M | 0.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 507,299 | $284M | 0.9% | 2026-Q2 |
| Longview Partners (Guernsey) LTD trimmed | 463,710 | $260M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 460,566 | $258M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 460,123 | $258M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 419,443 | $235M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 406,340 | $228M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 397,854 | $223M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 393,492 | $220M | 0.7% | 2026-Q2 |
| UBS Group AG added | 392,796 | $220M | 0.7% | 2026-Q2 |
| BANQUE PICTET & CIE SA trimmed | 387,545 | $217M | 0.7% | 2026-Q2 |
| FMR LLC added | 371,835 | $208M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 371,305 | $208M | 0.7% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 354,438 | $198M | 0.6% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 337,776 | $188M | 0.6% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 335,934 | $188M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 330,314 | $185M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 328,506 | $184M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 319,261 | $179M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 308,059 | $173M | 0.5% | 2026-Q2 |
| Temasek Holdings (Private) Ltd trimmed | 306,549 | $172M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 290,499 | $163M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 288,472 | $162M | 0.5% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 287,532 | $161M | 0.5% | 2026-Q2 |
| Vontobel Holding Ltd. added | 283,476 | $159M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 282,929 | $158M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 281,790 | $158M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 275,651 | $154M | 0.5% | 2026-Q2 |
| Meritage Group LP trimmed | 274,569 | $154M | 0.5% | 2026-Q2 |
| Gobi Capital LLC added | 258,211 | $145M | 0.5% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 255,427 | $143M | 0.5% | 2026-Q2 |
| Vinva Investment Management Ltd added | 247,456 | $139M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 246,113 | $138M | 0.4% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 223,718 | $125M | 0.4% | 2026-Q2 |
| Junto Capital Management LP added | 214,134 | $120M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 209,558 | $117M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 204,785 | $115M | 0.4% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 200,163 | $112M | 0.4% | 2026-Q2 |
| Consulta Ltd | 200,000 | $112M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 184,399 | $103M | 0.3% | 2026-Q2 |
| Canoe Financial LP trimmed | 179,551 | $101M | 0.3% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 171,958 | $96M | 0.3% | 2026-Q2 |
| FLOSSBACH VON STORCH SE trimmed | 169,324 | $95M | 0.3% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 167,847 | $94M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 165,742 | $93M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 160,884 | $90M | 0.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 159,379 | $89M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 157,005 | $88M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 156,814 | $88M | 0.3% | 2026-Q2 |
| Artisan Partners Limited Partnership new | 156,539 | $88M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 152,575 | $85M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 150,647 | $84M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 148,812 | $83M | 0.3% | 2026-Q2 |
| Markel Group Inc. | 142,850 | $80M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 138,298 | $77M | 0.2% | 2026-Q2 |
| TD Asset Management Inc trimmed | 134,275 | $75M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 132,825 | $74M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 129,983 | $73M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 124,554 | $70M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 120,902 | $68M | 0.2% | 2026-Q2 |
| GCQ FUNDS MANAGEMENT PTY Ltd added | 119,105 | $67M | 0.2% | 2026-Q2 |
| National Pension Service trimmed | 117,834 | $66M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 113,634 | $64M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 113,598 | $64M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 109,293 | $61M | 0.2% | 2026-Q2 |
| STEADFAST CAPITAL MANAGEMENT LP added | 109,200 | $61M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 107,450 | $60M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 105,605 | $59M | 0.2% | 2026-Q2 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund added | 105,335 | $59M | 0.2% | 2026-Q2 |
| GFI Investment Counsel Ltd. trimmed | 104,619 | $59M | 0.2% | 2026-Q2 |
| YCG, LLC trimmed | 104,207 | $58M | 0.2% | 2026-Q2 |
| DF DENT & CO INC trimmed | 103,680 | $58M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 103,071 | $58M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 102,802 | $58M | 0.2% | 2026-Q2 |
| Bristol Gate Capital Partners Inc. trimmed | 99,434 | $56M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.