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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
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 31 Jul 2026
Managers listing it
41
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 19 listed it in both
Shares listed
9,406,071
combined, among listed positions
Reported value
$5.3bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 26 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,304,001.

Managers listing MSCI in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

41 of 41 holders

ActionFiling
Viking Global Investors LP1,160,687$650m1.85%Newnew14 Aug 2026 (the filing on sec.gov)
Invesco Ltd807,864$452munder 0.1%Added+146,27514 Aug 2026 (the filing on sec.gov)
Baillie Gifford & Co796,246$446m0.40%Trimmed-56,1116 Aug 2026 (the filing on sec.gov)
Millennium Management LLC741,928$416m0.15%Added+129,76914 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP724,058$406m0.18%Added+98,61213 Aug 2026 (the filing on sec.gov)
Polen Capital Management LLC671,797$376m3.24%Trimmed-257,7124 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC658,427$364m0.13%Added+5,40414 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP507,299$284munder 0.1%Trimmed-48,06014 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC460,566$258munder 0.1%Trimmed-294,4362 Sep 2026 (the filing on sec.gov)
Fidelity (FMR LLC)371,835$208munder 0.1%Added+60,72013 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc354,438$199munder 0.1%Trimmed-24,59014 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP330,314$185m0.13%Trimmed-251,51814 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC282,929$158m0.11%Trimmed-14,32027 Oct 2026 (the filing on sec.gov)
Point72 Asset Management LP275,651$154m0.17%Added+230,82314 Aug 2026 (the filing on sec.gov)
Artisan Partners LP156,539$88m0.14%Newnew13 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC148,812$83m0.09%Added+124,44014 Aug 2026 (the filing on sec.gov)
Markel Group Inc142,850$80m0.61%Held031 Jul 2026 (the filing on sec.gov)
Jane Street Group LLC113,634$64munder 0.1%Trimmed-67,59814 Aug 2026 (the filing on sec.gov)
Steadfast Capital Management LP109,200$61m1.87%Added+81,65014 Aug 2026 (the filing on sec.gov)
Capital World Investors93,602$52munder 0.1%Added+2,50912 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC86,686$49m0.17%Added+35,92814 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP84,815$48munder 0.1%Added+59,20214 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP80,872$44munder 0.1%Trimmed-12,14514 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP50,543$28m0.18%Added+14,94814 Aug 2026 (the filing on sec.gov)
Man Group PLC44,623$25munder 0.1%Added+5,91014 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, 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 (6)

Exited (2)

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 →