L3VLUP
ProSign in

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 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 7 Feb 2025
Managers listing it
24
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 21 listed it in both
Shares listed
8,041,750
combined, among listed positions
Reported value
$4.8bn
combined, at the quarter end

Among the 94 comparable managers: 11 buyers (opened or added shares) and 13 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 Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 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 LLC2,032,238$1.2bn3.29%Trimmed-196,05510 Feb 2025 (the filing on sec.gov)
MFS Investment Management1,232,356$739m0.23%Trimmed-355,36712 Feb 2025 (the filing on sec.gov)
Fidelity (FMR LLC)853,452$512munder 0.1%Added+25,3255 Nov 2026 (the filing on sec.gov)
Arrowstreet Capital LP507,413$304m0.24%Added+319,08312 Feb 2025 (the filing on sec.gov)
Invesco Ltd479,323$288m0.05%Added+23,02913 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP425,500$255m0.59%Trimmed-57,80014 Feb 2025 (the filing on sec.gov)
Neuberger Berman Group LLC401,575$241m0.19%Trimmed-32213 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc286,186$172munder 0.1%Trimmed-162,74714 Feb 2025 (the filing on sec.gov)
Millennium Management LLC266,351$160m0.08%Trimmed-248,41914 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP257,051$154m0.34%Trimmed-26,86214 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP250,059$150munder 0.1%Trimmed-15,98912 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP249,035$149m0.05%Added+39,97812 Feb 2025 (the filing on sec.gov)
Man Group PLC181,033$109m0.29%Added+69,91514 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC144,977$87m0.11%Added+50,99714 Feb 2025 (the filing on sec.gov)
Markel Group Inc142,850$86m0.76%Held07 Feb 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP110,114$66m0.23%Added+92,53614 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC105,452$63m0.22%Trimmed-17,91414 Feb 2025 (the filing on sec.gov)
Tudor Investment Corp50,271$30m0.11%Added+11,83514 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC40,273$24m0.07%Added+22,35711 Feb 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP10,788$6.5munder 0.1%Trimmed-1,59914 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP6,646$4.0munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Caxton Associates LLP4,291$2.6m0.08%Newnew14 Feb 2025 (the filing on sec.gov)
Quantbot Technologies LP3,141$1.9m0.07%Trimmed-1,31511 Feb 2025 (the filing on sec.gov)
Freestone Grove Partners LP1,375$825kunder 0.1%Heldn.a.14 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 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 (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 →