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Security record · archived quarter

MSIF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
1Tracked holders
+1Δ holders
313.58KShares held
$5.17MReported value
+1New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 +5 5.17M $59.79M +6 −1
Q1 2026 32 +2 4.79M $58.34M +8 −6
Q4 2025 30 +4 3.31M $43.53M +4
Q3 2025 4 +1 688.81K $9.04M +2 −1
Q2 2025 2 0 411.98K $6.77M
Q1 2025 1 +1 313.58K $5.17M +1
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 T. Rowe Price 313.58K New $5.17M 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

T. Rowe Price $5.17M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 157 holders, 12.91M shares, $142.04M 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.

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: Q1 2025 · Methodology · Get this via the API