Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MSCI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.7M | $3.09B | -2.7% | 7.886% | 0.05% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 4.7M | $2.51B | — | 6.392% | 0.06% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.0M | $2.17B | — | 5.528% | 0.11% |
| 4 | STATE STREET CORP | 3.1M | $1.68B | -2.3% | 4.279% | 0.06% |
| 5 | BAMCO INC /NY/ | 2.7M | $1.45B | -2.1% | 3.708% | 4.39% |
| 6 | MORGAN STANLEY | 2.2M | $1.21B | -9.0% | 3.084% | 0.07% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $1.08B | +0.3% | 2.747% | 0.07% |
| 8 | EDGEWOOD MANAGEMENT LLC | 1.4M | $755.7M | -0.4% | 1.926% | 4.88% |
| 9 | PRINCIPAL FINANCIAL GROUP INC | 1.3M | $726.1M | -21.6% | 1.850% | 0.39% |
| 10 | Fiera Capital Corp | 982K | $529.1M | +2.0% | 1.349% | 1.81% |
| 11 | PineStone Asset Management Inc. | 977K | $526.5M | -2.4% | 1.342% | 3.70% |
| 12 | POLEN CAPITAL MANAGEMENT LLC | 930K | $501.0M | -30.2% | 1.277% | 3.47% |
| 13 | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 857K | $461.8M | -0.6% | 1.177% | 0.31% |
| 14 | BAILLIE GIFFORD & CO | 852K | $459.4M | +0.7% | 1.171% | 0.47% |
| 15 | CITADEL ADVISORS LLC | 793K | $427.7M | +47.8% | 1.090% | 0.20% |
| 16 | NORTHERN TRUST CORP | 687K | $370.3M | -1.4% | 0.944% | 0.05% |
| 17 | Invesco Ltd. | 662K | $356.6M | +30.9% | 0.909% | 0.05% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 653K | $352.0M | +61.4% | 0.897% | 0.16% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 625K | $337.1M | -15.1% | 0.859% | 0.18% |
| 20 | Longview Partners (Guernsey) LTD | 587K | $316.5M | -18.9% | 0.807% | 4.48% |
| 21 | TWO SIGMA INVESTMENTS, LP | 582K | $313.6M | +56.1% | 0.799% | 0.25% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 566K | $305.0M | +1.0% | 0.777% | 0.05% |
| 23 | WELLINGTON MANAGEMENT GROUP LLP | 555K | $299.3M | +59.1% | 0.763% | 0.06% |
| 24 | GENERATION INVESTMENT MANAGEMENT LLP | 502K | $270.7M | +121.0% | 0.690% | 2.43% |
| 25 | Legal & General Group Plc | 468K | $252.3M | -12.0% | 0.643% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MSCI — a direct measure of their conviction.
Filings activity in MSCI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,028 | 2.6% | 74.49% | 8.49 pp | $32.49B | 10% |
| Q4 2025 | 1,055 | +4.5% | 82.98% | 6.44 pp | $36.19B | 7.2% |
| Q3 2025 | 1,010 | 5.5% | 89.42% | 0.37 pp | $39.00B | 0.4% |
| Q2 2025 | 1,069 | +2.2% | 89.79% | +4.19 pp | $39.16B | +4.9% |
| Q1 2025 | 1,046 | +2.3% | 85.60% | 6.27 pp | $37.34B | 6.8% |
| Q4 2024 | 1,022 | +6.6% | 91.87% | +3.86 pp | $40.07B | +4.4% |
| Q3 2024 | 959 | +6.9% | 88.01% | +12.54 pp | $38.39B | +17% |
| Q2 2024 | 897 | — | 75.47% | — | $32.92B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MSCI stock.
Based on Q1 2026 13F filings, institutional ownership of MSCI Inc. stands at 74.5%, held across 1,028 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MSCI, with approximately 5,740,802 shares worth $3.09B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of MSCI, including CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for MSCI is 36 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
133 institutions opened new positions in MSCI during Q1 2026, while 160 fully exited. 241 added to existing positions and 650 trimmed.
MSCI institutional ownership fell by 8.49 percentage points quarter-over-quarter, with a net change of -27 holders.
The top 10 institutions account for 46.8% of all reported 13F value in MSCI, and the top 25 account for 63.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
MSCI Inc. (MSCI) Institutional Ownership