MSCI · MSCI Inc. · Shareholders & Ownership
$591.69
+28.20 (+5.00%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$40.97B
Shares
72.70M
Volume · Oct 20
1.44M
Avg daily vol (3M)
648.02K
Every disclosed holder of MSCI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns MSCI
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 66,813,050 | 91.90% |
| Insiders (Forms 3, 4, 5) | 2,185,546 | 3.01% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 3,701,404 | 5.09% |
| Registered funds (N-PORT, not summed) | 26,236,783 | 36.09% |
Shares outstanding: 72,700,000, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of MSCI
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,468,585 | ||
| 1.1 |
iShares Core S&P 500 ETF
Fund
S000004310 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
1,000,966 | ||
| 1.2 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
289,357 | ||
| 1.3 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
148,800 | ||
| 1.4 |
iShares Russell Mid-Cap Value ETF
Fund
S000004335 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
102,230 | ||
| 1.5 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
93,442 | ||
| 2 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,644,770 | ||
| 3 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,163,745 | ||
| 4 |
BAMCO INC /NY/
13F
CIK 1017918 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,211,753 | ||
| 4.1 |
Baron Partners Fund
Fund
S000000588 · Registered fund · Jun 30, 2026
BARON SELECT FUNDS, not summed
|
1,348,361 | ||
| 4.2 |
Baron Generational Growth Fund
Fund
S000000583 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
731,989 | ||
| 4.3 |
Baron Focused Growth Fund
Fund
S000022521 · Registered fund · Jun 30, 2026
BARON SELECT FUNDS, not summed
|
497,000 | ||
| 4.4 |
BARON ASSET FUND
Fund
S000000582 · Registered fund · Jun 30, 2026
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND), not summed
|
69,896 | ||
| 4.5 |
Baron First Principles ETF
Fund
S000096481 · Registered fund · Jun 30, 2026
Baron ETF Trust, not summed
|
39,300 | ||
| 5 |
|
3,194,918 | ||
| 5.1 |
State Street(R) Financial Select Sector SPDR(R) ETF
Fund
S000006411 · Registered fund · Jun 30, 2026
SELECT SECTOR SPDR TRUST, not summed
|
492,409 | ||
| 5.2 |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
Fund
S000006983 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
173,641 | ||
| 5.3 |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
Fund
S000006984 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
56,499 | ||
| 5.4 |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
Fund
S000006985 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
42,522 | ||
| 5.5 |
State Street Equity 500 Index II Portfolio
Fund
S000046029 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
26,600 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,205,203 | ||
| 7 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,128,743 | ||
| 7.1 |
GLOBAL FRANCHISE PORTFOLIO
Fund
S000002830 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
37,358 | ||
| 7.2 |
Advantage Portfolio
Fund
S000027993 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
7,332 | ||
| 7.3 |
Global Permanence Portfolio
Fund
S000065236 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
778 | ||
| 7.4 |
Global Strategist Portfolio
Fund
S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
|
248 | ||
| 7.5 |
Permanence Portfolio
Fund
S000068163 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
|
158 | ||
| 8 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,049,428 | ||
| 9 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,950,086 | ||
| 10 |
VANGUARD 500 INDEX FUND
Fund
S000002839 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,886,992 | ||
| 11 |
|
1,747,361 | ||
| 12 |
VANGUARD MID-CAP INDEX FUND
Fund
S000002844 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,505,127 | ||
| 13 |
VIKING GLOBAL INVESTORS LP
13F
CIK 1103804 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,160,687 | ||
| 14 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,127,265 | ||
| 14.1 |
MidCap Fund
Fund
S000007075 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
733,901 | ||
| 14.2 |
LargeCap Growth Fund I
Fund
S000007077 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
34,913 | ||
| 14.3 |
MidCap Account
Fund
S000007662 · Registered fund · Jun 30, 2026
Principal Variable Contract Funds, Inc, not summed
|
16,464 | ||
| 14.4 |
LargeCap S&P 500 Index Fund
Fund
S000007016 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
15,005 | ||
| 14.5 |
MidCap Value Fund I
Fund
S000007173 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
8,850 | ||
| 15 |
PineStone Asset Management Inc.
13F
CIK 1904893 · Registered investment adviser · Sep 30, 2026
|
891,110 | ||
| 16 |
Fiera Capital Corp
13F
CIK 1505817 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
864,977 | ||
| 17 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
859,813 | ||
| 18 |
Mitsubishi UFJ Asset Management Co., Ltd.
13F
CIK 1466546 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
858,176 | ||
| 19 |
VANGUARD GROWTH INDEX FUND
Fund
S000002842 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
833,989 | ||
| 20 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
807,864 | ||
| 20.1 |
Invesco S&P 500 Equal Weight ETF
Fund
S000060812 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
306,368 | ||
| 20.2 |
Invesco Discovery Mid Cap Growth Fund
Fund
S000064710 · Registered fund · Jul 31, 2026
AIM Investment Funds (Invesco Investment Funds), not summed
|
145,340 | ||
| 20.3 |
Invesco Russell 1000 Dynamic Multifactor ETF
Fund
S000064607 · Registered fund · May 31, 2026
Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
|
42,283 | ||
| 20.4 |
Invesco Global Opportunities Fund
Fund
S000064625 · Registered fund · Jul 31, 2026
AIM International Mutual Funds (Invesco International Mutual Funds), not summed
|
27,112 | ||
| 20.5 |
Invesco Equally-Weighted S&P 500 Fund
Fund
S000027817 · Registered fund · May 31, 2026
AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
|
24,067 | ||
| 21 |
BAILLIE GIFFORD & CO
13F
CIK 1088875 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
796,246 | ||
| 22 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
741,928 | ||
| 23 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
724,058 | ||
| 24 |
POLEN CAPITAL MANAGEMENT LLC
13F
CIK 1034524 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
671,797 | ||
| 24.1 |
Polen Growth Fund
Fund
S000029264 · Registered fund · Jul 31, 2026
FundVantage Trust, not summed
|
92,949 | ||
| 24.2 |
Polen Focus Growth ETF
Fund
S000093102 · Registered fund · Jul 31, 2026
FundVantage Trust, not summed
|
5,047 | ||
| 24.3 |
Polen Global Growth Fund
Fund
S000047882 · Registered fund · Jul 31, 2026
FundVantage Trust, not summed
|
4,045 | ||
| 25 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
671,620 | ||
| 25.1 |
Stock Index Fund
Fund
S000001247 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
22,158 | ||
| 25.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
1,580 | ||
| 25.3 |
FlexShares ESG & Climate US Large Cap Core Index Fund
Fund
S000073358 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
495 | ||
| 25.4 |
FlexShares STOXX US ESG Select Index Fund
Fund
S000054498 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
270 | ||
| 26 |
EDGEWOOD MANAGEMENT LLC
13F
CIK 860561 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
664,098 | ||
| 27 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
658,427 | ||
| 27.1 |
AQR Long-Short Equity Fund
Fund
S000041116 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
43,879 | ||
| 27.2 |
AQR Equity Market Neutral Fund
Fund
S000046740 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
20,542 | ||
| 27.3 |
AQR Style Premia Alternative Fund
Fund
S000042050 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
11,756 | ||
| 27.4 |
AQR Large Cap Momentum Style Fund
Fund
S000025643 · Registered fund · Mar 31, 2026
AQR Funds, not summed
|
3,987 | ||
| 27.5 |
AQR Large Cap Multi-Style Fund
Fund
S000040063 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
3,987 | ||
| 28 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
597,876 | ||
| 28.1 |
Schwab S&P 500 Index Fund
Fund
S000005911 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
162,820 | ||
| 28.2 |
Schwab U.S. Large-Cap Growth ETF
Fund
S000026633 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
157,737 | ||
| 28.3 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
77,915 | ||
| 28.4 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
44,207 | ||
| 28.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
43,532 | ||
| 29 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
584,121 | ||
| 29.1 |
Goldman Sachs S&P 500 Premium Income ETF
Fund
S000081511 · Registered fund · Jun 30, 2026
Goldman Sachs ETF Trust, not summed
|
9,362 | ||
| 29.2 |
Goldman Sachs Large Cap Equity Fund
Fund
S000009315 · Registered fund · May 31, 2026
Goldman Sachs Trust, not summed
|
7,598 | ||
| 29.3 |
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Fund
S000058070 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
5,997 | ||
| 29.4 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
3,788 | ||
| 29.5 |
Goldman Sachs MarketBeta U.S. Equity ETF
Fund
S000066535 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
3,510 | ||
| 30 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
581,611 | ||
| 31 |
GENERATION INVESTMENT MANAGEMENT LLP
13F
CIK 1375534 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
538,342 | ||
| 32 |
VANGUARD MID-CAP GROWTH INDEX FUND
Fund
S000012756 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
532,150 | ||
| 33 |
Winslow Capital Management, LLC
13F
CIK 900973 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
529,653 | ||
| 34 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
507,299 | ||
| 34.1 |
GROWTH PORTFOLIO
Fund
S000004401 · Registered fund · Jun 30, 2026
VANGUARD VARIABLE INSURANCE FUNDS, not summed
|
21,892 | ||
| 35 |
Longview Partners (Guernsey) LTD
13F
CIK 1426092 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
463,710 | ||
| 36 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
460,566 | ||
| 37 |
Legal & General Group Plc
13F
CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
460,123 | ||
| 38 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
419,443 | ||
| 38.1 |
BNY Mellon US Large Cap Core Equity ETF
Fund
S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
5,975 | ||
| 39 |
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Fund
S000011322 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
|
411,900 | ||
| 40 |
VANGUARD U.S. GROWTH FUND
Fund
S000004444 · Registered fund · May 31, 2026
VANGUARD WORLD FUND, not summed
|
407,552 | ||
| 41 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
406,340 | ||
| 42 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
397,854 | ||
| 42.1 |
UBS U.S. Allocation Fund
Fund
S000002487 · Registered fund · May 31, 2026
UBS INVESTMENT TRUST, not summed
|
61 | ||
| 42.2 |
UBS GLOBAL ALLOCATION FUND
Fund
S000002979 · Registered fund · Jun 30, 2026
UBS FUNDS, not summed
|
25 | ||
| 42.3 |
PACE Alternative Strategies Investments
Fund
S000006035 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
|
19 | ||
| 43 |
VANGUARD INSTITUTIONAL INDEX FUND
Fund
S000002853 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
|
395,214 | ||
| 44 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
393,492 | ||
| 45 |
|
392,796 | ||
| 46 |
BANQUE PICTET & CIE SA
13F
CIK 1535602 · Unknown · Sep 30, 2026
|
390,745 | ||
| 47 |
BESSEMER GROUP INC
13F
CIK 1054074 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
388,185 | ||
| 47.1 |
Old Westbury All Cap Core Fund
Fund
S000001859 · Registered fund · Jul 31, 2026
Old Westbury Funds Inc, not summed
|
45,089 | ||
| 47.2 |
Old Westbury Total Equity Fund
Fund
S000090405 · Registered fund · Jul 31, 2026
Old Westbury Funds Inc, not summed
|
4,534 | ||
| 48 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
371,835 | ||
| 48.1 |
Fidelity 500 Index Fund
Fund
S000006027 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
940,249 | ||
| 48.2 |
Fidelity Mid Cap Index Fund
Fund
S000033637 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
266,564 | ||
| 48.3 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
138,865 | ||
| 48.4 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
112,139 | ||
| 48.5 |
Fidelity Enhanced Mid Cap Core ETF
Fund
S000081803 · Registered fund · Jun 30, 2026
Fidelity Covington Trust, not summed
|
79,699 | ||
| 49 |
DEUTSCHE BANK AG\
13F
CIK 948046 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
371,305 | ||
| 49.1 |
Xtrackers S&P 500 Scored & Screened ETF
Fund
S000065220 · Registered fund · May 29, 2026
DBX ETF Trust, not summed
|
5,065 | ||
| 49.2 |
DWS Enhanced Core Equity Fund
Fund
S000062621 · Registered fund · May 31, 2026
DEUTSCHE DWS INVESTMENT TRUST, not summed
|
3,487 | ||
| 49.3 |
Deutsche DWS Equity 500 Index Portfolio
Fund
S000009010 · Registered fund · Jun 30, 2026
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
|
2,279 | ||
| 49.4 |
DWS Equity 500 Index VIP
Fund
S000006221 · Registered fund · Jun 30, 2026
DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
|
999 | ||
| 49.5 |
Xtrackers MSCI Kokusai Equity ETF
Fund
S000067508 · Registered fund · May 29, 2026
DBX ETF Trust, not summed
|
676 | ||
| 50 |
Amundi
13F
CIK 1330387 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
359,092 |
147 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
1408198
CUSIP
55354G100
13F (30d)
177 filings
160 filers
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