MSCI Ownership | Who Owns MSCI?
MSCI Ownership Summary
MSCI is owned by 91.71% institutional investors, 3.33% insiders, and 4.96% retail investors. Vanguard group is the largest institutional shareholder, holding 11.28% of MSCI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.05% of its assets in MSCI shares.
MSCI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | MSCI | 91.71% | 3.33% | 4.96% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Financial Data & Stock Exchanges Stocks | 76.20% | 16.16% | 7.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 8.86M | 11.28% | $5.31B |
| Blackrock | 6.83M | 8.62% | $3.29B |
| Blackrock funding, inc. /de | 5.88M | 7.59% | $3.39B |
| State street | 3.18M | 4.02% | $1.53B |
| Bamco inc /ny/ | 2.17M | 2.80% | $1.25B |
| Edgewood management | 2.09M | 2.70% | $1.21B |
| Geode capital management | 1.90M | 2.42% | $1.14B |
| Polen capital management | 1.74M | 2.25% | $1.00B |
| Morgan stanley | 1.67M | 2.11% | $803.67M |
| Principal financial group | 1.61M | 2.05% | $967.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Evergreen quality fund gp | 549.75K | 11.62% | $310.89M |
| Gfi investment counsel | 118.55K | 7.45% | $68.37M |
| Gobi capital | 256.61K | 7.32% | $148.00M |
| Quantum capital management, llc / nj | 108.87K | 6.79% | $62.79M |
| Coalescence partners investment management, lp | 38.56K | 5.74% | $22.24M |
| Bowie capital management | 194.75K | 5.25% | $112.32M |
| Meritage group lp | 311.31K | 4.92% | $179.55M |
| Wilson asset management () pty | 31.23K | 4.86% | $18.74M |
| Ycg | 105.11K | 4.69% | $60.62M |
| Ownership capital b.v. | 133.97K | 4.49% | $77.26M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.02M | 0.08% | 1.02M |
| T. rowe price investment management | 958.53K | 0.35% | 842.66K |
| Millennium management | 690.29K | 0.21% | 423.94K |
| Meritage group lp | 311.31K | 4.92% | 311.31K |
| Magellan asset management | 305.01K | 2.01% | 305.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | - | - | -1.42M |
| Brown advisory | 13.14K | 0.01% | -627.50K |
| Impax asset management group | - | - | -545.88K |
| Massachusetts financial services co /ma/ | 600.16K | 0.11% | -466.96K |
| Capital investors | 54.57K | 0.01% | -391.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.02M | 0.08% | 1.02M | $609.94M |
| Meritage group lp | 311.31K | 4.92% | 311.31K | $179.55M |
| Magellan asset management | 305.01K | 2.01% | 305.01K | $175.91M |
| Symphony financial | 80.74K | 0.98% | 80.74K | $46.57M |
| Capital world investors | 77.33K | 0.01% | 77.33K | $44.60M |
Sold Out
| Holder | Change |
|---|---|
| Goalvest advisory | -1.00 |
| Colonial trust advisors | -1.00 |
| Financial gravity asset management | -1.00 |
| Hm payson | -1.00 |
| First premier bank | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 1,089 | - | 70,987,041 | 1.65% | 91 | 1.13% | 496 | -6.24% | 426 | 12.11% |
| Mar 31, 2025 | 13 | -98.79% | 3,707,106 | -94.77% | 4 | 0.06% | 4 | -99.30% | 7 | -97.98% |
| Dec 31, 2024 | 969 | -4.15% | 66,051,197 | -3.52% | 84 | 1.11% | 505 | -5.78% | 319 | 1.59% |
| Sep 30, 2024 | 1,002 | 5.58% | 68,424,415 | -3.33% | 87 | 1.09% | 532 | 1.14% | 311 | 5.42% |
| Jun 30, 2024 | 940 | 0.11% | 71,031,276 | 0.94% | 89 | 1.14% | 521 | 12.53% | 292 | -7.30% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 2.37M | 3.05% | -11.98K |
| Vanguard Total Stock Mkt Idx Inv | 2.32M | 2.99% | -54.20K |
| Vanguard Institutional 500 Index Trust | 2.21M | 2.85% | 15.41K |
| Vanguard 500 Index Investor | 1.91M | 2.48% | -280.49K |
| Vanguard Mid Cap Index Institutional | 1.64M | 2.13% | 17.72K |
| Baron Growth Retail | 1.23M | 1.59% | -18.00K |
| Baron Small Cap Growth Strategy | 1.23M | 1.59% | -18.00K |
| Edgewood Growth Instl | 1.12M | 1.45% | -54.84K |
| Principal MidCap R5 | 1.10M | 1.43% | 41.18K |
| Principal Aligned MidCap Equity | 1.06M | 1.37% | 47.30K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 25, 2025 | Fernandez Henry A | Chairman and CEO | Buy | $12.57K |
| Jul 24, 2025 | Fernandez Henry A | Chairman and CEO | Buy | $5.40M |
| Jul 25, 2025 | Fernandez Henry A | Chairman and CEO | Buy | $23.67K |
| Jul 25, 2025 | Fernandez Henry A | Chairman and CEO | Buy | $9.85K |
| Jul 24, 2025 | Fernandez Henry A | Chairman and CEO | Buy | $1.28M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 20 |
| 2025 Q1 | 3 | 4 |
| 2024 Q4 | 3 | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | 10 | 2 |
MSCI Ownership FAQ
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