MSCI
MSCI Inc. · Financial Services · Financial - Data & Stock Exchanges
Momentum inputs (comparable managers):
holder breadth +1.2% ·
share flow -1.4% ·
net new positions +1.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 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 | The Vanguard Group ✦ (passive) | 9.37M | -3.2% | $5.37B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 9.37M | -3.2% | $5.37B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 9.37M | -3.2% | $5.37B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 9.37M | -3.2% | $5.37B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 9.37M | -3.2% | $5.37B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 9.37M | -3.2% | $5.37B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | BlackRock ✦ (passive) | 5.90M | +0.5% | $3.39B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | State Street Global Advisors ✦ (passive) | 3.19M | -4.0% | $1.83B | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 29 | Bamco Inc /Ny/ | 2.76M | — | $1.58B | 4.3% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 49 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 2.47M | +2.2% | $1.42B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | Geode Capital Management ✦ (passive) | 1.99M | -1.6% | $1.14B | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 53 | Geode Capital Management ✦ (passive) | 1.99M | -1.6% | $1.14B | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 54 | Principal Financial Group Inc | 1.72M | — | $985.34M | 0.5% | n/c | 1 | SEC ↗ |
| 55 | Principal Financial Group Inc | 1.72M | — | $985.34M | 0.5% | n/c | 1 | SEC ↗ |
| 56 | Principal Financial Group Inc | 1.72M | — | $985.34M | 0.5% | n/c | 1 | SEC ↗ |
| 57 | Principal Financial Group Inc | 1.72M | — | $985.34M | 0.5% | n/c | 1 | SEC ↗ |
| 58 | Norges Bank ✦ (passive) | 921.27K | New | $528.56M | 0.1% | New | 1 | SEC ↗ |
| 59 | Mitsubishi UFJ Asset Management… | 862.13K | — | $487.32M | 0.3% | n/c | 1 | SEC ↗ |
| 60 | Baillie Gifford ✦ | 846.84K | +22.5% | $485.86M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 61 | Baillie Gifford ✦ | 846.84K | +22.5% | $485.86M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 62 | Baillie Gifford ✦ | 846.84K | +22.5% | $485.86M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 63 | Baillie Gifford ✦ | 846.84K | +22.5% | $485.86M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 64 | Arrowstreet Capital ✦ | 737.06K | +13.8% | $422.88M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 65 | Northern Trust Corp | 696.91K | — | $399.84M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Northern Trust Corp | 696.91K | — | $399.84M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Northern Trust Corp | 696.91K | — | $399.84M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Northern Trust Corp | 696.91K | — | $399.84M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Northern Trust Corp | 696.91K | — | $399.84M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Northern Trust Corp | 696.91K | — | $399.84M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Northern Trust Corp | 696.91K | — | $399.84M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Northern Trust Corp | 696.91K | — | $399.84M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Northern Trust Corp | 696.91K | — | $399.84M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Northern Trust Corp | 696.91K | — | $399.84M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | JPMorgan Chase ✦ | 667.52K | -68.8% | $382.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Charles Schwab Investment… | 560.18K | — | $321.39M | 0.1% | n/c | 1 | SEC ↗ |
| 89 | Legal & General Group Plc | 531.79K | — | $305.10M | 0.1% | n/c | 1 | SEC ↗ |
| 90 | Legal & General Group Plc | 531.79K | — | $305.10M | 0.1% | n/c | 1 | SEC ↗ |
| 91 | Legal & General Group Plc | 531.79K | — | $305.10M | 0.1% | n/c | 1 | SEC ↗ |
| 92 | Hsbc Holdings Plc | 509.43K | — | $293.01M | 0.1% | n/c | 1 | SEC ↗ |
| 93 | Hsbc Holdings Plc | 509.43K | — | $293.01M | 0.1% | n/c | 1 | SEC ↗ |
| 94 | Hsbc Holdings Plc | 509.43K | — | $293.01M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Hsbc Holdings Plc | 509.43K | — | $293.01M | 0.1% | n/c | 1 | SEC ↗ |
| 96 | Hsbc Holdings Plc | 509.43K | — | $293.01M | 0.1% | n/c | 1 | SEC ↗ |
| 97 | Hsbc Holdings Plc | 509.43K | — | $293.01M | 0.1% | n/c | 1 | SEC ↗ |
| 98 | Hsbc Holdings Plc | 509.43K | — | $293.01M | 0.1% | n/c | 1 | SEC ↗ |
| 99 | Hsbc Holdings Plc | 509.43K | — | $293.01M | 0.1% | n/c | 1 | SEC ↗ |
| 100 | Hsbc Holdings Plc | 509.43K | — | $293.01M | 0.1% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $528.56M | 0.1% |
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.