MSCI — MSCI INC
Index member: S&P 500
As of Q2 2026, 52 SEC-registered investment managers reported holding MSCI (MSCI INC) in their latest 13F filings, with a combined reported value of $16.29B across 29.46M shares. That is +9.3% by share count (+2.51M shares) versus the previous quarter, while reported value moved +13.8%. Ownership is concentrated: the five largest holders account for 47.8% of reported value and the top ten for 63.1%.
Compared with the prior quarter, 6 opened new positions, 19 added to existing stakes, 26 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MSCI is a constituent of the S&P 500 and is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 9.37M | $5.37B | 0.08% | Reduce |
| BlackRock Inc history | Q2 2026 | 5.47M | $3.06B | 0.05% | Reduce |
| Baron Funds history | Q2 2026 | 3.21M | $1.80B | 4.32% | Add |
| Morgan Stanley history | Q2 2026 | 2.13M | $1.19B | 0.07% | Reduce |
| Geode Capital Management history | Q2 2026 | 1.95M | $1.09B | 0.06% | Reduce |
| Capital Research Global Investors history | Q2 2024 | 1.42M | $683.32M | 0.15% | Reduce |
| Viking Global Investors history | Q2 2026 | 1.16M | $650.03M | 1.88% | New |
| Principal Global Investors history | Q2 2026 | 1.13M | $631.33M | 0.31% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 859.81K | $481.53M | 0.05% | Reduce |
| Millennium Management history | Q2 2026 | 842.03K | $471.57M | 0.18% | Add |
| Invesco Ltd history | Q2 2026 | 807.86K | $452.44M | 0.04% | Add |
| Baillie Gifford & Co history | Q2 2026 | 796.25K | $445.93M | 0.41% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 724.06K | $405.50M | 0.18% | Add |
| Polen Capital Management history | Q2 2026 | 671.80K | $376.23M | 3.24% | Reduce |
| Northern Trust Corp history | Q2 2026 | 671.62K | $376.13M | 0.04% | Reduce |
| AQR Capital Management history | Q2 2026 | 658.43K | $364.12M | 0.13% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 597.88K | $334.83M | 0.04% | Add |
| Goldman Sachs Group history | Q2 2026 | 584.12K | $327.13M | 0.03% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 581.61K | $324.54M | 0.04% | New |
| Citadel Advisors history | Q2 2026 | 523.87K | $293.39M | 0.04% | Reduce |
New Positions (Q2 2026)
- Viking Global Investors 1.16M sh · $650.03M
- JPMorgan Chase & Co 581.61K sh · $324.54M
- Bridgewater Associates 17.42K sh · $9.75M
- Moore Capital Management 5.17K sh · $2.90M
- Marshall Wace 1.48K sh · $828.86K
- D. E. Shaw & Co 1.40K sh · $784.06K
Fully Exited (vs previous quarter)
- Himalaya Capital sold 18.94K sh · $10.21M
- Janus Henderson Group sold 9.14K sh · $4.93M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 6.30M | 5.94M | 5.98M | 5.88M | 5.87M | 5.90M | 5.74M | 5.47M |
| Baron Funds | 2.17M | 2.14M | 2.21M | 2.20M | 2.18M | 2.17M | 2.17M | 2.24M | 2.26M | 2.28M | 2.25M | 2.22M | 2.16M | 2.13M | 2.07M | 2.17M | 2.39M | 2.76M | 2.70M | 3.21M |
| Morgan Stanley | 385.10K | 381.80K | 369.12K | 705.73K | 663.48K | 740.95K | 725.82K | 760.11K | 767.30K | 814.67K | 1.39M | 1.67M | 1.85M | 1.87M | 1.18M | 1.10M | 2.42M | 2.47M | 2.24M | 2.13M |
| Geode Capital Management | 1.46M | 1.53M | 1.54M | 1.55M | 1.57M | 1.60M | 1.64M | 1.68M | 1.69M | 1.74M | 1.80M | 1.85M | 1.86M | 1.90M | 1.96M | 1.99M | 2.02M | 1.99M | 2.00M | 1.95M |
| Viking Global Investors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.16M |
| Principal Global Investors | 671.46K | 654.11K | 677.45K | 529.60K | 511.18K | 497.22K | 487.42K | 477.57K | 762.08K | 819.42K | 832.48K | 1.46M | 1.49M | 1.61M | 1.63M | 1.67M | 1.78M | 1.72M | 1.35M | 1.13M |
| Norges Bank Investment Management | — | — | — | — | — | 812.91K | — | — | — | 877.82K | — | 972.71K | — | 1.02M | — | 949.04K | — | 921.27K | — | 859.81K |
| Millennium Management | 47.59K | 70.78K | 202.34K | 172.43K | 76.66K | 200.68K | 154.30K | 217.68K | 132.03K | 308.22K | 505.56K | 289.69K | 521.17K | 268.75K | 724.29K | 831.77K | 467.37K | 503.47K | 628.16K | 842.03K |
| Invesco Ltd | 804.23K | 818.98K | 776.20K | 516.73K | 532.53K | 448.29K | 481.22K | 496.87K | 483.16K | 490.44K | 623.11K | 359.40K | 456.29K | 479.32K | 550.32K | 548.78K | 496.32K | 505.37K | 661.59K | 807.86K |
| Baillie Gifford & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 360.51K | 691.55K | 846.84K | 852.36K | 796.25K |
| Arrowstreet Capital | 170.08K | 244.84K | 219.87K | 163.31K | 149.43K | 147.29K | 135.59K | 139.70K | 95.16K | 97.66K | 144.17K | 148.41K | 188.33K | 507.41K | 737.68K | 736.59K | 647.66K | 737.06K | 625.45K | 724.06K |
| Polen Capital Management | 1.38M | 1.42M | 856.46K | — | — | — | — | — | 139.25K | 135.18K | 136.06K | 1.65M | 2.23M | 2.03M | 1.87M | 1.74M | 1.58M | 1.33M | 929.51K | 671.80K |
| Northern Trust Corp | 871.07K | 867.49K | 766.03K | 735.06K | 724.47K | 722.01K | 720.81K | 684.08K | 702.96K | 703.96K | 668.80K | 737.78K | 735.97K | 784.49K | 804.64K | 751.55K | 752.87K | 696.91K | 687.01K | 671.62K |
| AQR Capital Management | 9.36K | 15.60K | 16.68K | 9.91K | 14.88K | 8.61K | 7.90K | 21.35K | 13.41K | 12.93K | 19.10K | 61.35K | 93.98K | 144.98K | 660.69K | 659.12K | 521.56K | 404.57K | 653.02K | 658.43K |
| Charles Schwab Investment Management | 398.08K | 408.14K | 411.73K | 416.40K | 420.31K | 429.89K | 436.98K | 439.32K | 438.22K | 452.36K | 465.44K | 479.00K | 484.01K | 497.93K | 521.38K | 526.64K | 546.03K | 560.18K | 565.85K | 597.88K |
| Goldman Sachs Group | 293.15K | 281.00K | 275.78K | 286.19K | 349.77K | 473.57K | 603.12K | 576.14K | 581.00K | 455.54K | 401.30K | 628.19K | 487.54K | 376.62K | 388.50K | 523.60K | 562.42K | 506.75K | 457.45K | 584.12K |
| JPMorgan Chase & Co | 864.19K | 872.95K | 792.25K | 873.68K | 857.17K | 970.46K | 1.24M | 798.02K | 793.23K | 782.42K | 477.19K | 513.16K | 536.21K | 567.83K | 615.77K | 786.32K | 1.07M | 667.52K | — | 581.61K |
| Citadel Advisors | 340.69K | 163.13K | 259.23K | 210.95K | 233.85K | 282.24K | 120.63K | 283.48K | 139.61K | 187.17K | 77.42K | 161.19K | 134.85K | 131.07K | 185.08K | 259.45K | 91.82K | 536.88K | 793.40K | 523.87K |
| Wellington Management Group | 668.23K | 557.34K | 96.28K | 5.58K | 27.25K | 538.35K | 734.91K | 1.28M | 1.46M | 1.41M | 666.91K | 320.26K | 266.05K | 250.06K | 220.56K | 219.97K | 300.22K | 349.04K | 555.36K | 507.30K |
| Legal & General Investment Management America | 618.98K | 603.29K | 656.43K | 654.07K | 572.55K | 535.63K | 561.98K | 566.58K | 536.40K | 639.32K | 611.88K | 637.38K | 619.92K | 531.16K | 554.27K | 580.12K | 632.03K | 531.79K | 468.14K | 460.12K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details