MSCI
MSCI Inc. · Financial Services · Financial - Data & Stock Exchanges
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +17.5% ·
net new positions +11.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 174 | +6 | 46.37M | $25.96B | +10 | −3 |
| Q1 2026 | 170 | +1 | 43.90M | $23.66B | +6 | −6 |
| Q4 2025 | 168 | +2 | 50.14M | $28.72B | +3 | — |
| Q3 2025 | 21 | -3 | 29.66M | $16.82B | — | −4 |
| Q2 2025 | 22 | +2 | 26.31M | $15.17B | +2 | — |
| Q1 2025 | 17 | +2 | 9.74M | $5.50B | +2 | — |
| Q4 2024 | 15 | -2 | 8.29M | $4.97B | — | −2 |
| Q3 2024 | 16 | 0 | 5.48M | $3.19B | +1 | −1 |
| Q2 2024 | 16 | — | 5.06M | $2.44B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 3.24M | +0.5% | $1.83B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.96M | +3.2% | $1.11B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.96M | +3.2% | $1.11B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 953.64K | -6.2% | $539.28M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 737.68K | +45.4% | $417.16M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 6 | Millennium Management ✦ | 690.29K | +159.2% | $390.36M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 660.69K | +355.7% | $365.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 660.69K | +355.7% | $365.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 660.69K | +355.7% | $365.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 660.69K | +355.7% | $365.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 660.69K | +355.7% | $365.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 660.69K | +355.7% | $365.98M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 421.65K | +64.0% | $238.44M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 254.90K | -10.9% | $144.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 254.90K | -10.9% | $144.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Wellington Management ✦ | 220.56K | -11.8% | $124.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Wellington Management ✦ | 220.56K | -11.8% | $124.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Wellington Management ✦ | 220.56K | -11.8% | $124.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Wellington Management ✦ | 220.56K | -11.8% | $124.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | Marshall Wace ✦ | 178.68K | +612.9% | $101.04M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | Marshall Wace ✦ | 178.68K | +612.9% | $101.04M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 22 | Marshall Wace ✦ | 178.68K | +612.9% | $101.04M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 23 | Markel Group ✦ | 142.85K | 0.0% | $80.78M | 0.7% | Held | 4 | SEC ↗ |
| 24 | Markel Group ✦ | 142.85K | 0.0% | $80.78M | 0.7% | Held | 4 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 136.38K | +89.0% | $77.12M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 136.38K | +89.0% | $77.12M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 27 | Renaissance Technologies ✦ | 65.22K | New | $36.88M | 0.1% | New | 1 | SEC ↗ |
| 28 | Adage Capital Partners ✦ | 60.60K | -12.8% | $34.27M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 29 | D. E. Shaw & Co. ✦ | 13.63K | -52.9% | $7.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 13.63K | -52.9% | $7.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Fisher Asset Management ✦ | 4.77K | -95.4% | $2.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Gotham Asset Management ✦ | 1.06K | New | $598,299 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $36.88M | 0.1% |
| Gotham Asset Management | $598,299 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,047 holders, 64.20M shares, $32.90B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.