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MSCIMSCI

Financials · Business Services · NYSE
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Who owns MSCI

Institutions that file 13Fs hold 94% of the shares

13F, quarter ending Jun 30, 2026
Held by institutionsHolders ↓
94.4%
1,082 holders, +16 from Mar 31, 2026
Shares they hold, quarter on quarter
+3.6%
123 new, 374 added, 394 cut, 107 sold out
Top 10 holders
43%
of the shares institutions hold
Superinvestors holding itWho ↓
6
Andreas Halvorsen, Polen Capital, Tom Gayner and 3 more

A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.

Two kinds of filings agree

Smart money agrees

13F and Form 4

13F: Andreas Halvorsen new, Yacktman added +1% in the quarter ending Jun 30, 2026.

Form 4: Fernandez Henry A (Chairman and CEO) bought $2.2M, Taneja Rajat (Director) bought $1.0M in the open market since 2026-04-01.

Institutional owners

The 25 biggest holders

13F data sets, SEC
HolderSharesValue% of companyFrom Mar 31, 2026
BlackRock, Inc. 5.47M$3.1B 7.65% Reduced -4.7%
VANGUARD CAPITAL MANAGEMENT LLC 4.64M$2.6B 6.50% Held
VANGUARD PORTFOLIO MANAGEMENT LLC 4.16M$2.3B 5.82% Added +3.5%
BAMCO INC /NY/ 3.21M$1.8B 4.49% Added +19.0%
STATE STREET CORP 3.19M$1.8B 4.47% Added +2.6%
MORGAN STANLEY 2.13M$1.2B 2.98% Reduced -5.2%
T. Rowe Price Investment Management, Inc. 2.05M$1.1M 2.87% Added +36.0%
GEODE CAPITAL MANAGEMENT, LLC 1.95M$1.1B 2.73% Reduced -2.5%
VIKING GLOBAL INVESTORS LP 1.16M$650.0M 1.62% New
PRINCIPAL FINANCIAL GROUP INC 1.13M$631.3M 1.58% Reduced -16.3%
PineStone Asset Management Inc. 944K$528.4M 1.32% Reduced -3.4%
Fiera Capital Corp 865K$484.4M 1.21% Reduced -11.9%
NORGES BANK 860K$481.5M 1.20% New
Mitsubishi UFJ Asset Management Co., Ltd. 858K$480.6M 1.20% Held
Invesco Ltd. 808K$452.4M 1.13% Added +22.1%
BAILLIE GIFFORD & CO 796K$445.9M 1.11% Reduced -6.6%
MILLENNIUM MANAGEMENT LLC 742K$415.5M 1.04% Added +21.2%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 724K$405.5M 1.01% Added +15.8%
POLEN CAPITAL MANAGEMENT LLC 672K$376.2M 0.94% Reduced -27.7%
NORTHERN TRUST CORP 672K$376.1M 0.94% Reduced -2.2%
EDGEWOOD MANAGEMENT LLC 664K$371.9M 0.93% Reduced -52.6%
AQR CAPITAL MANAGEMENT LLC 658K$364.1M 0.92% Added +0.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 598K$334.8M 0.84% Added +5.7%
GOLDMAN SACHS GROUP INC 584K$327.1M 0.82% Added +27.7%
JPMORGAN CHASE & CO 582K$324.5M 0.81% Reduced -23.8%
Show the other 15 holders
This quarter

Who bought and who sold the most shares

13F, quarter on quarter

Bought the most shares

  • VIKING GLOBAL INVESTORS LP +1.16M, new
  • NORGES BANK +860K, new
  • T. Rowe Price Investment Management, Inc. +542K
  • Winslow Capital Management, LLC +530K, new
  • BAMCO INC /NY/ +512K
  • Qube Research & Technologies Ltd +269K
  • Point72 Asset Management, L.P. +231K
  • SEI INVESTMENTS CO +208K
  • Vontobel Holding Ltd. +205K
  • Artisan Partners Limited Partnership +157K, new

Sold the most shares

  • EDGEWOOD MANAGEMENT LLC -738K
  • CITADEL ADVISORS LLC -294K
  • BlackRock, Inc. -272K
  • Magellan Asset Management Ltd -262K
  • POLEN CAPITAL MANAGEMENT LLC -258K
  • TWO SIGMA INVESTMENTS, LP -252K
  • PRINCIPAL FINANCIAL GROUP INC -220K
  • JPMORGAN CHASE & CO -182K
  • Meritage Group LP -132K
  • FRANKLIN RESOURCES INC -130K
Superinvestors

Superinvestors holding MSCI

Their latest 13F
InvestorQuarterSharesValue% of portfolioLast quarter
Andreas Halvorsen Viking Global Investors Jun 30, 20261.16M$650.0M 1.85% New
Polen Capital Polen Capital Management Jun 30, 2026672K$376.2M 3.47% Reduced -27.7%
Tom Gayner Markel Group Sep 30, 2026143K$76.9M 0.65% Held
Terry Smith Fundsmith Jun 30, 202654K$30.0M 0.22% Reduced -17.3%
Yacktman Yacktman Asset Management Sep 30, 202611K$5.9M 0.07% Added +0.6%
Jensen Investment Jensen Investment Management Jun 30, 20266K$3.6M 0.09% Reduced -17.3%

Sold out last quarter: Li Lu

More than 5%

13D filings: owners who may push for change

Schedule 13D, last year

No Schedule 13D about MSCI in the last year.

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