DaveManuel.com · Institutional Ownership · Who Owns It
MSCI INC (MSCI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,092
Reporting holders
$38.0B
Reported value
92.8%
Of shares outstanding
0.4%
Calls
0.3%
Puts
+17
Holder change
Institutions report 67,494,487 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| T. Rowe Price Investment Management, Inc. | $1.1B | 2,049,428 | 0.75% | 12q | +36.0%+$303.7M |
| 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 incl. $56.1M options CALL+PUT | 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 |
| 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 incl. $35.5M options CALL+PUT | 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 incl. $1.3M options CALL | 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 |
| BESSEMER GROUP INC | $217.4M | 388,185 | 0.30% | 31q | -1.9%-$4.2M |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $198.5M | 354,438 | 0.02% | 31q | -6.5%-$13.8M |
| ROYAL BANK OF CANADA | $191.4M incl. $12.6M options CALL | 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% | 26q | -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 | +0.7%+$1.2M |
| 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 incl. $69.7M options CALL+PUT | 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 |
| SG Americas Securities, LLC | $100.4M | 179,360 | 0.06% | 31q | +21.6%+$17.8M |
| 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 incl. $12.6M options CALL+PUT | 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 | +122.8%+$37.3M |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $60.2M | 107,450 | 0.06% | 31q | -5.7%-$3.6M |
| 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 |
Showing the largest 100 of 1,093 reported holders. The count of 1,092 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-07 | 2026-08-07 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-15 | Fernandez Henry A | Chairman and CEO | Bought | 4,000 | $2.2M ×7 |
| 2026-10-22 | Gutowski Robert J. | General Counsel | Sold | 2,381 | $1.5M |
| 2026-09-02 | Taneja Rajat | Director | Bought | 1,786 | $1.0M |
| 2026-06-10 | Wiechmann Andrew C. | Chief Financial Officer | Sold | 450 | $272.1K |
| 2026-10-12 | Wiechmann Andrew C. | Chief Financial Officer | Sold | 450 | $256.5K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 312 | $2.3B | 4,309,964 | 26 | 94 | 123 | 0.0% |
| Q2 2026 | 1,092 | $38.0B | 67,494,487 | 111 | 377 | 404 | 0.6% |
| Q1 2026 | 1,075 | $35.3B | 65,108,381 | 119 | 346 | 420 | 0.5% |
| Q4 2025 | 1,085 | $39.6B | 68,723,863 | 101 | 313 | 434 | 0.4% |
| Q3 2025 | 1,045 | $39.7B | 69,453,143 | 86 | 351 | 387 | 0.8% |
| Q2 2025 | 1,092 | $41.6B | 71,718,387 | 102 | 375 | 394 | 0.7% |
| Q1 2025 | 1,088 | $40.6B | 71,305,441 | 110 | 391 | 375 | 0.7% |
| Q4 2024 | 1,079 | $43.4B | 71,874,916 | 88 | 384 | 336 | 0.6% |
| Q3 2024 | 1,004 | $41.2B | 70,356,907 | 125 | 398 | 296 | 0.5% |
| Q2 2024 | 942 | $34.8B | 71,618,503 | 133 | 368 | 289 | 0.8% |
| Q1 2024 | 930 | $42.1B | 74,950,904 | 95 | 335 | 298 | 0.4% |
| Q4 2023 | 893 | $41.9B | 73,463,114 | 69 | 295 | 312 | 1.0% |
| Q3 2023 | 843 | $37.1B | 71,523,708 | 90 | 285 | 297 | 1.0% |
| Q2 2023 | 819 | $33.7B | 71,350,366 | 83 | 262 | 315 | 0.6% |
| Q1 2023 | 830 | $42.4B | 75,459,367 | 105 | 284 | 276 | 0.5% |
| Q4 2022 | 803 | $33.8B | 72,257,655 | 92 | 247 | 286 | 0.4% |
| Q3 2022 | 721 | $64.2B | 151,660,640 | 57 | 267 | 255 | 0.3% |
| Q2 2022 | 731 | $56.4B | 136,205,261 | 57 | 244 | 294 | 0.4% |
| Q1 2022 | 813 | $66.7B | 132,142,822 | 75 | 286 | 305 | 0.4% |
| Q4 2021 | 846 | $91.4B | 148,640,881 | 77 | 309 | 263 | 0.4% |
| Q3 2021 | 802 | $109.5B | 179,227,227 | 93 | 260 | 282 | 0.4% |
| Q2 2021 | 750 | $83.3B | 155,803,708 | 69 | 256 | 254 | 0.3% |
| Q1 2021 | 730 | $71.3B | 169,569,093 | 59 | 269 | 270 | 0.3% |
| Q4 2020 | 757 | $80.8B | 179,917,457 | 89 | 272 | 239 | 0.4% |
| Q3 2020 | 685 | $60.7B | 169,428,807 | 82 | 212 | 274 | 0.4% |
| Q2 2020 | 657 | $54.6B | 167,123,239 | 94 | 219 | 243 | 0.5% |
| Q1 2020 | 616 | $61.7B | 213,046,203 | 90 | 200 | 236 | 0.2% |
| Q4 2019 | 606 | $41.4B | 159,697,095 | 74 | 196 | 196 | 0.4% |
| Q3 2019 | 552 | $31.3B | 142,434,046 | 64 | 191 | 191 | 0.8% |
| Q2 2019 | 537 | $42.2B | 174,747,476 | 82 | 183 | 189 | 1.2% |
| Q1 2019 | 513 | $29.3B | 146,643,137 | 60 | 166 | 195 | 0.3% |
| Q4 2018 | 495 | $22.6B | 152,634,748 | 6 | 10 | 10 | 0.3% |