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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 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 Aug 2024
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 20 listed it in both
Shares listed
9,259,799
combined, among listed positions
Reported value
$4.5bn
combined, at the quarter end

Among the 94 comparable managers: 10 buyers (opened or added shares) and 18 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 Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

24 of 24 holders

ActionFiling
Polen Capital Management LLC1,650,450$795m1.99%Added+1,514,39412 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors1,418,385$683m0.15%Trimmed-85,38613 Aug 2024 (the filing on sec.gov)
MFS Investment Management1,389,057$669m0.21%Trimmed-508,6229 Aug 2024 (the filing on sec.gov)
Fidelity (FMR LLC)1,118,154$539munder 0.1%Trimmed-569,5415 Nov 2026 (the filing on sec.gov)
Two Sigma Advisers LP468,700$226m0.50%Added+266,40014 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc452,049$218munder 0.1%Trimmed-129,50914 Aug 2024 (the filing on sec.gov)
Neuberger Berman Group LLC451,086$217m0.18%Added+89,45614 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP341,037$164m0.37%Added+193,90814 Aug 2024 (the filing on sec.gov)
Wellington Management Group LLP320,262$154munder 0.1%Trimmed-346,64514 Aug 2024 (the filing on sec.gov)
Durable Capital Partners LP316,599$153m1.25%Trimmed-242,47814 Aug 2024 (the filing on sec.gov)
Millennium Management LLC289,695$140m0.06%Trimmed-197,56114 Aug 2024 (the filing on sec.gov)
AllianceBernstein LP212,126$102munder 0.1%Trimmed-1,675,57614 Aug 2024 (the filing on sec.gov)
Third Point LLC150,000$72m0.83%Newnew14 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP148,410$71m0.06%Added+4,23614 Aug 2024 (the filing on sec.gov)
Markel Group Inc142,850$69m0.68%Held02 Aug 2024 (the filing on sec.gov)
Voloridge Investment Management LLC127,495$61m0.23%Trimmed-10,56514 Aug 2024 (the filing on sec.gov)
Squarepoint Ops LLC68,230$33m0.05%Added+4,59214 Aug 2024 (the filing on sec.gov)
Tudor Investment Corp62,837$30m0.16%Trimmed-6,28814 Aug 2024 (the filing on sec.gov)
AQR Capital Management LLC61,347$30munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Man Group PLC35,472$17munder 0.1%Trimmed-237,63214 Aug 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP13,075$6.3munder 0.1%Addedn.a.13 Aug 2024 (the filing on sec.gov)
Acadian Asset Management LLC10,929$5.3munder 0.1%Addedn.a.6 Aug 2024 (the filing on sec.gov)
Quantbot Technologies LP6,702$3.2m0.16%Trimmed-3,2479 Aug 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP4,852$2.3munder 0.1%Trimmed-33014 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 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 (1)

Exited (5)

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 →