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Security record · archived quarter

MSCI

MSCI Inc. · Financial Services · Financial - Data & Stock Exchanges

560.82 -1.3% mkt cap $40.77B quote delayed (FMP) · as of Oct 13 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
168Tracked holders
+2Δ holders
50.14MShares held
$28.72BReported value
+3New positions
−0Exits
Stable Conviction score 55/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 172 +6 45.94M $25.72B +10 −5
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 — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 9.37M -3.2% $5.37B 0.1% ▼ Trim 3 SEC ↗ ×6
2 BlackRock ✦ (passive) 5.90M +0.5% $3.39B 0.1% ▲ Add 3 SEC ↗ ×21
3 State Street Global Advisors ✦ (passive) 3.19M -4.0% $1.83B 0.1% ▼ Trim 5 SEC ↗
4 Bamco Inc /Ny/ 2.76M — $1.58B 4.3% n/c 1 SEC ↗
5 Morgan Stanley ✦ 2.47M +2.2% $1.42B 0.1% ▲ Add 2 SEC ↗ ×22
6 Geode Capital Management ✦ (passive) 1.99M -1.6% $1.14B 0.1% ▼ Trim 7 SEC ↗ ×2
7 Principal Financial Group Inc 1.72M — $985.34M 0.5% n/c 1 SEC ↗ ×4
8 Norges Bank ✦ (passive) 921.27K New $528.56M 0.1% New 1 SEC ↗
9 Mitsubishi UFJ Asset Management… 862.13K — $487.32M 0.3% n/c 1 SEC ↗
10 Baillie Gifford ✦ 846.84K +22.5% $485.86M 0.4% ▲ Add 3 SEC ↗ ×4
11 Arrowstreet Capital ✦ 737.06K +13.8% $422.88M 0.2% ▲ Add 7 SEC ↗
12 Northern Trust Corp 696.91K — $399.84M 0.1% n/c 1 SEC ↗ ×10
13 JPMorgan Chase ✦ 667.52K -68.8% $382.97M 0.0% ▼ Trim 2 SEC ↗ ×13
14 Charles Schwab Investment… 560.18K — $321.39M 0.1% n/c 1 SEC ↗
15 Legal & General Group Plc 531.79K — $305.10M 0.1% n/c 1 SEC ↗ ×3
16 Hsbc Holdings Plc 509.43K — $293.01M 0.1% n/c 1 SEC ↗ ×32
17 Goldman Sachs Group ✦ 506.98K -9.9% $290.87M 0.0% ▼ Trim 2 SEC ↗ ×5
18 Invesco Ltd. 505.37K — $289.95M 0.0% n/c 1 SEC ↗ ×15
19 Citadel Advisors ✦ 496.88K +1606.1% $285.07M 0.2% ▲ Add 7 SEC ↗ ×2
20 Nordea Investment Management Ab 485.34K — $281.11M 0.2% n/c 1 SEC ↗ ×4
21 Millennium Management ✦ 485.97K +45.5% $278.81M 0.2% ▲ Add 7 SEC ↗
22 Fidelity (FMR) ✦ 485.26K +17.4% $278.41M 0.0% ▲ Add 3 SEC ↗ ×6
23 Deutsche Bank Ag\ 451.91K — $259.28M 0.1% n/c 1 SEC ↗ ×10
24 Bank of New York Mellon Corp 427.49K — $245.27M 0.0% n/c 1 SEC ↗ ×19
25 Bank Of America Corp /De/ 411.82K — $236.27M 0.0% n/c 1 SEC ↗ ×8
26 American Century Companies Inc 409.96K — $235.21M 0.1% n/c 1 SEC ↗
27 AQR Capital Management ✦ 404.57K -22.4% $232.11M 0.1% ▼ Trim 7 SEC ↗ ×8
28 Royal Bank Of Canada 378.88K — $217.38M 0.0% n/c 1 SEC ↗ ×14
29 UBS AM, a distinct business unit of… 374.92K — $215.10M 0.0% n/c 1 SEC ↗ ×10
30 Two Sigma Investments ✦ 372.62K +102.5% $213.78M 0.3% ▲ Add 7 SEC ↗
31 T. Rowe Price ✦ 360.03K +61.4% $206.56M 0.0% ▲ Add 7 SEC ↗ ×2
32 Wellington Management ✦ 349.04K +16.3% $200.25M 0.0% ▲ Add 7 SEC ↗ ×3
33 Storebrand Asset Management As 335.46K — $192.46M 0.5% n/c 1 SEC ↗
34 Clearbridge Investments, LLC 331.02K — $189.91M 0.2% n/c 1 SEC ↗
35 Neuberger Berman Group LLC 321.99K — $184.73M 0.1% n/c 1 SEC ↗ ×2
36 Franklin Resources Inc 311.67K — $178.81M 0.0% n/c 1 SEC ↗ ×9
37 Amundi 285.22K — $163.64M 0.0% n/c 1 SEC ↗ ×5
38 Dimensional Fund Advisors Lp 275.44K — $158.05M 0.0% n/c 1 SEC ↗ ×5
39 UBS Group AG 259.02K — $148.61M 0.0% n/c 1 SEC ↗ ×6
40 Kayne Anderson Rudnick Investment… 258.65K — $148.39M 0.4% n/c 1 SEC ↗ ×2
41 Russell Investments Group, Ltd. 251.82K — $144.48M 0.2% n/c 1 SEC ↗ ×19
42 Wells Fargo & Company/Mn 249.84K — $143.34M 0.0% n/c 1 SEC ↗ ×6
43 Barclays Plc 232.04K — $133.13M 0.1% n/c 1 SEC ↗ ×3
44 Robeco Institutional Asset… 206.08K — $118.24M 0.2% n/c 1 SEC ↗
45 Assenagon Asset Management S.A. 195.97K — $112.44M 0.2% n/c 1 SEC ↗
46 California Public Employees… 194.92K — $111.83M 0.1% n/c 1 SEC ↗
47 Nuveen, LLC 194.59K — $111.64M 0.0% n/c 1 SEC ↗ ×3
48 Jane Street Group, Llc 186.92K — $107.24M 0.1% n/c 1 SEC ↗ ×2
49 Nomura Asset Management… 175.77K — $100.85M 0.2% n/c 1 SEC ↗
50 Sei Investments Co 173.74K — $99.68M 0.1% n/c 1 SEC ↗ ×3
51 Sumitomo Mitsui Trust Group, Inc. 171.46K — $98.37M 0.1% n/c 1 SEC ↗
52 Td Asset Management Inc 155.53K — $89.23M 0.1% n/c 1 SEC ↗
53 Envestnet Asset Management Inc 148.11K — $84.97M 0.0% n/c 1 SEC ↗
54 Rhumbline Advisers 144.34K — $82.81M 0.1% n/c 1 SEC ↗
55 Markel Group ✦ 142.85K 0.0% $81.96M 0.7% Held 7 SEC ↗ ×2
56 BNP Paribas Asset Management… 133.29K — $76.49M 0.1% n/c 1 SEC ↗ ×4
57 Swedbank AB 121.49K — $69.70M 0.1% n/c 1 SEC ↗ ×2
58 National Pension Service 119.21K — $68.39M 0.1% n/c 1 SEC ↗
59 California State Teachers… 118.95K — $68.25M 0.1% n/c 1 SEC ↗
60 Quantinno Capital Management LP 118.65K — $68.07M 0.1% n/c 1 SEC ↗
61 Baird Financial Group, Inc. 115.93K — $66.51M 0.1% n/c 1 SEC ↗ ×2
62 Corient Private Wealth LP 182.27K — $64.89M 0.0% n/c 1 SEC ↗ ×5
63 Raymond James Financial Inc 109.30K — $62.71M 0.0% n/c 1 SEC ↗ ×4
64 Canada Pension Plan Investment Board 105.65K — $60.62M 0.0% n/c 1 SEC ↗
65 Aviva Plc 104.49K — $59.95M 0.1% n/c 1 SEC ↗
66 Alliancebernstein L.P. 101.55K — $58.26M 0.0% n/c 1 SEC ↗
67 Bnp Paribas Financial Markets 100.71K — $57.78M 0.0% n/c 1 SEC ↗
68 FIL Ltd 100.22K — $57.50M 0.0% n/c 1 SEC ↗
69 Bank Of Montreal /Can/ 99.73K — $57.22M 0.0% n/c 1 SEC ↗ ×8
70 Victory Capital Management Inc 98.83K — $56.70M 0.0% n/c 1 SEC ↗
71 Mitsubishi UFJ Trust & Banking Corp 96.97K — $55.64M 0.1% n/c 1 SEC ↗ ×2
72 Citigroup Inc 95.97K — $55.06M 0.0% n/c 1 SEC ↗ ×4
73 Capital World Investors ✦ 90.95K +1.4% $52.18M 0.0% ▲ Add 3 SEC ↗
74 Ameriprise Financial Inc 83.28K — $47.78M 0.0% n/c 1 SEC ↗ ×4
75 Universal- Beteiligungs- und… 82.79K — $47.74M 0.1% n/c 1 SEC ↗
76 Bank Of Nova Scotia 80.92K — $46.43M 0.1% n/c 1 SEC ↗ ×2
77 HighTower Advisors, LLC 80.15K — $45.98M 0.1% n/c 1 SEC ↗
78 National Bank Of Canada /Fi/ 79.78K — $45.77M 0.0% n/c 1 SEC ↗ ×5
79 Federated Hermes, Inc. 79.62K — $45.68M 0.1% n/c 1 SEC ↗ ×3
80 Focus Partners Wealth 75.27K — $43.18M 0.0% n/c 1 SEC ↗
81 State Board Of Administration Of… 68.84K — $39.50M 0.1% n/c 1 SEC ↗
82 Aberdeen Group plc 66.08K — $37.91M 0.1% n/c 1 SEC ↗ ×2
83 Loomis Sayles & Co L P 63.52K — $36.44M 0.0% n/c 1 SEC ↗ ×2
84 Adage Capital Partners ✦ 59.80K -7.1% $34.31M 0.1% ▼ Trim 7 SEC ↗
85 Mackenzie Financial Corp 56.93K — $33.08M 0.0% n/c 1 SEC ↗
86 Susquehanna International Group, Llp 56.44K — $32.38M 0.0% n/c 1 SEC ↗
87 Nomura Asset Management Co Ltd 53.48K — $30.68M 0.1% n/c 1 SEC ↗ ×2
88 Danske Bank A/S 52.99K — $30.40M 0.1% n/c 1 SEC ↗ ×3
89 Zurcher Kantonalbank (Zurich… 49.75K — $28.54M 0.1% n/c 1 SEC ↗
90 Hrt Financial Lp 49.27K — $28.27M 0.1% n/c 1 SEC ↗
91 Chevy Chase Trust Holdings, LLC 48.69K — $27.94M 0.1% n/c 1 SEC ↗ ×2
92 Man Group plc 47.18K — $27.07M 0.1% n/c 1 SEC ↗ ×2
93 New York State Common Retirement… 46.05K — $26.42M 0.0% n/c 1 SEC ↗
94 Captrust Financial Advisors 43.93K — $25.20M 0.0% n/c 1 SEC ↗
95 LPL Financial LLC 43.41K — $24.91M 0.0% n/c 1 SEC ↗
96 Manufacturers Life Insurance… 42.83K — $24.57M 0.0% n/c 1 SEC ↗
97 State Of Wisconsin Investment Board 40.05K — $22.98M 0.1% n/c 1 SEC ↗
98 Pictet Asset Management Holding SA 39.55K — $22.69M 0.0% n/c 1 SEC ↗
99 Prudential Financial Inc 37.11K — $21.29M 0.0% n/c 1 SEC ↗ ×2
100 Toronto Dominion Bank 36.63K — $21.01M 0.0% n/c 1 SEC ↗ ×3

“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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Sep 02 Taneja Rajat

Director · 1.79K sh @ 560.00 · $1.00M

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API