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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 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 3 May 2024
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 24 listed it in both
Shares listed
12,197,560
combined, among listed positions
Reported value
$6.8bn
combined, at the quarter end

Among the 93 comparable managers: 15 buyers (opened or added shares) and 14 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, 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
MFS Investment Management1,897,679$1.1bn0.32%Trimmed-497,53014 May 2024 (the filing on sec.gov)
AllianceBernstein LP1,887,702$1.1bn0.37%Trimmed-103,08814 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)1,687,695$946m0.06%Trimmed-15,4175 Nov 2026 (the filing on sec.gov)
Capital Research Global Investors1,503,771$843m0.19%Trimmed-625,20514 May 2024 (the filing on sec.gov)
Wellington Management Group LLP666,907$374m0.07%Trimmed-741,66715 May 2024 (the filing on sec.gov)
Invesco Ltd623,109$349m0.08%Added+132,66914 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc581,558$326munder 0.1%Added+92,11815 May 2024 (the filing on sec.gov)
Durable Capital Partners LP559,077$313m2.43%Trimmed-24,36115 May 2024 (the filing on sec.gov)
Millennium Management LLC487,256$273m0.12%Added+179,03615 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC361,630$203m0.17%Trimmed-22,53814 Nov 2024 (the filing on sec.gov)
Man Group PLC273,104$153m0.39%Added+212,83815 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP202,300$113m0.26%Trimmed-1,60015 May 2024 (the filing on sec.gov)
Capital World Investors188,844$106munder 0.1%Trimmed-467,20614 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.188,493$106m0.09%Addedn.a.15 May 2024 (the filing on sec.gov)
Artisan Partners LP188,315$106m0.15%Trimmed-45,69113 May 2024 (the filing on sec.gov)
Two Sigma Investments LP147,129$82m0.19%Added+30,06415 May 2024 (the filing on sec.gov)
Arrowstreet Capital LP144,174$81m0.07%Added+46,51015 May 2024 (the filing on sec.gov)
Markel Group Inc142,850$80m0.79%Held03 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC138,060$77m0.28%Added+105,26115 May 2024 (the filing on sec.gov)
Polen Capital Management LLC136,056$76m0.18%Added+75010 May 2024 (the filing on sec.gov)
Tudor Investment Corp69,125$39m0.25%Added+32,81715 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC63,638$36m0.06%Addedn.a.15 May 2024 (the filing on sec.gov)
Holocene Advisors LP31,588$18m0.07%Newnew15 May 2024 (the filing on sec.gov)
Quantbot Technologies LP9,949$5.6m0.31%Newnew6 May 2024 (the filing on sec.gov)
Eisler Capital Management Ltd6,479$3.6munder 0.1%Addedn.a.14 May 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, 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 (2)

Exited (1)

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 →