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MSCI in the 13F filings

Msci Inc · CUSIP 55354G100

Sector · Business and payment servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 22 listed it in both
Shares listed
9,285,372
combined, among listed positions
Reported value
$5.2bn
combined, at the quarter end

Among the 95 comparable managers: 19 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MSCI in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Polen Capital Management LLC1,868,138$1.1bn3.32%Trimmed-164,10012 May 2025 (the filing on sec.gov)
MFS Investment Management1,067,120$603m0.20%Trimmed-165,2362 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP762,700$431m0.97%Added+337,20015 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP737,683$417m0.34%Added+230,27014 May 2025 (the filing on sec.gov)
Millennium Management LLC690,295$390m0.21%Added+423,94415 May 2025 (the filing on sec.gov)
AQR Capital Management LLC660,690$366m0.38%Added+515,71315 May 2025 (the filing on sec.gov)
Invesco Ltd550,324$311m0.06%Added+71,00112 May 2025 (the filing on sec.gov)
Two Sigma Investments LP421,649$238m0.51%Added+164,59815 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC389,018$220m0.18%Trimmed-12,55727 Oct 2026 (the filing on sec.gov)
Man Group PLC283,090$160m0.41%Added+102,05715 May 2025 (the filing on sec.gov)
AllianceBernstein LP257,283$145m0.05%Added+8,24815 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc254,903$144munder 0.1%Trimmed-31,28314 May 2025 (the filing on sec.gov)
Squarepoint Ops LLC223,332$126m0.15%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP220,557$125munder 0.1%Trimmed-29,50213 May 2025 (the filing on sec.gov)
Marshall Wace LLP178,676$101m0.13%Addedn.a.15 May 2025 (the filing on sec.gov)
Balyasny Asset Management LLC148,025$84m0.14%Addedn.a.15 May 2025 (the filing on sec.gov)
Markel Group Inc142,850$81m0.72%Held02 May 2025 (the filing on sec.gov)
Voloridge Investment Management LLC140,524$79m0.29%Added+35,07215 May 2025 (the filing on sec.gov)
Acadian Asset Management LLC81,582$46m0.13%Added+41,30921 May 2025 (the filing on sec.gov)
Renaissance Technologies LLC65,221$37m0.06%Newnew14 May 2025 (the filing on sec.gov)
Holocene Advisors LP32,495$18m0.05%Added+25,84915 May 2025 (the filing on sec.gov)
Tudor Investment Corp26,131$15munder 0.1%Trimmed-24,14015 May 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP23,402$13munder 0.1%Trimmed-86,71214 May 2025 (the filing on sec.gov)
Verition Fund Management LLC16,411$9.3munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP13,579$7.7m0.08%Newnew14 May 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
27 in Q3 2024 to 25 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MSCI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$665mn.a.n.a.
Q3 20135$880mn.a.n.a.
Q4 20138$885mn.a.n.a.
Q1 20147$862mn.a.n.a.
Q2 20149$1.2bnn.a.n.a.
Q3 201410$1.2bnn.a.n.a.
Q4 201410$1.3bnn.a.n.a.
Q1 20158$1.7bnn.a.n.a.
Q2 201512$1.7bnn.a.n.a.
Q3 201512$1.7bnn.a.n.a.
Q4 201511$2.0bnn.a.n.a.
Q1 201613$2.3bnn.a.n.a.
Q2 20168$2.2bnn.a.n.a.
Q3 201610$2.2bnn.a.n.a.
Q4 201610$1.9bnn.a.n.a.
Q1 201716$2.2bnn.a.n.a.
Q2 201716$2.6bnn.a.n.a.
Q3 201718$2.8bnn.a.n.a.
Q4 201724$2.9bnn.a.n.a.
Q1 201823$3.0bnn.a.n.a.
Q2 201824$3.4bnn.a.n.a.
Q3 201822$3.6bnn.a.n.a.
Q4 201822$2.4bnn.a.n.a.
Q1 201920$3.1bnn.a.n.a.
Q2 201920$3.8bnn.a.n.a.
Q3 201919$3.9bnn.a.n.a.
Q4 201920$4.3bnn.a.n.a.
Q1 202017$4.8bnn.a.n.a.
Q2 202019$5.6bnn.a.n.a.
Q3 202023$5.7bnn.a.n.a.
Q4 202018$6.9bnn.a.n.a.
Q1 202118$6.7bnn.a.n.a.
Q2 202118$8.7bnn.a.n.a.
Q3 202121$9.8bnn.a.n.a.
Q4 202125$9.5bnn.a.n.a.
Q1 202227$7.7bnn.a.n.a.
Q2 202226$7.2bnn.a.n.a.
Q3 202222$6.4bnn.a.n.a.
Q4 202224$7.7bnn.a.n.a.
Q1 202323$9.0bnn.a.n.a.
Q2 202331$7.1bnn.a.n.a.
Q3 202326$7.3bnn.a.n.a.
Q4 202325$7.7bn1112
Q1 202429$6.8bn1514
Q2 202424$4.5bn1018
Q3 202427$5.3bn1513
Q4 202424$4.8bn1113
Q1 202529$5.2bn199
Q2 202528$5.3bn1710
Q3 202520$3.3bn417
Q4 202520$3.7bn2414
Q1 202620$4.0bn2118
Q2 202625$4.7bn2616

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MSCI and V →MSCI and AXP →MSCI and BAC →Choose a stock to compare with MSCI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MSCI, latest filings →Back to the 13F Explorer →