MSCI Ownership | Who Owns MSCI?
MSCI Ownership Summary
MSCI is owned by 25.98% institutional investors, 3.56% insiders, and 70.46% retail investors. Vanguard group is the largest institutional shareholder, holding 12.14% 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 | 25.98% | 3.56% | 70.46% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Financial Data & Stock Exchanges Stocks | 42.82% | 15.06% | 42.12% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 9.37M | 12.14% | $5.37B |
| Blackrock | 6.83M | 8.62% | $3.29B |
| Blackrock funding, inc. /de | 5.90M | 7.65% | $3.39B |
| State street | 3.32M | 4.29% | $1.88B |
| Morgan stanley | 2.47M | 3.20% | $1.42B |
| Bamco inc /ny/ | 2.39M | 3.09% | $1.36B |
| Geode capital management | 1.99M | 2.58% | $1.14B |
| Principal financial group | 1.72M | 2.23% | $985.34M |
| Edgewood management | 1.41M | 1.82% | $807.27M |
| Polen capital management | 1.33M | 1.73% | $763.68M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gcq funds management pty | 193.01K | 15.25% | $110.74M |
| Geo capital gestora de recursos | 6.63K | 7.87% | $3.81M |
| Gobi capital | 256.61K | 7.07% | $145.60M |
| Meritage group lp | 415.31K | 6.73% | $235.65M |
| Gfi investment counsel | 118.23K | 6.23% | $67.83M |
| Quantum capital management, llc / nj | 98.07K | 6.10% | $55.64B |
| Wilson asset management () pty | 34.82K | 5.13% | $19.98M |
| Bowie capital management | 205.05K | 5.06% | $116.35B |
| Ycg | 110.29K | 4.77% | $63.27M |
| Ownership capital b.v. | 14.32K | 4.57% | $8.13M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 921.27K | 0.06% | 921.27K |
| Longview partners (guernsey) | 710.49K | 4.21% | 687.77K |
| Millennium management | 690.29K | 0.21% | 423.94K |
| T. rowe price investment management | 1.28M | 0.44% | 319.35K |
| Generation investment management llp | 227.25K | 0.90% | 227.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | - | - | -1.42M |
| Two sigma advisers, lp | 247.50K | 0.28% | -562.80K |
| Impax asset management group | - | - | -545.88K |
| Edgewood management | 1.41M | 3.84% | -506.22K |
| Jpmorgan chase | 667.52K | 0.02% | -401.66K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 921.27K | 0.06% | 921.27K | $528.56M |
| Generation investment management llp | 227.25K | 0.90% | 227.25K | $130.38M |
| Oribel capital management, lp | 59.50K | 0.03% | 59.50K | $211.22K |
| Adams diversified equity fund | 34.60K | 0.66% | 34.60K | $18.65M |
| Axa investment managers | 26.45K | 0.04% | 26.45K | $15.01M |
Sold Out
| Holder | Change |
|---|---|
| Goalvest advisory | -1.00 |
| First premier bank | -1.00 |
| Breakwater investment management | -1.00 |
| Colonial trust advisors | -1.00 |
| Sugar maple asset management | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 472 | -55.39% | 20,043,590 | -70.54% | 25 | 0.34% | 201 | -57.86% | 188 | -52.53% |
| Sep 30, 2025 | 554 | -49.82% | 23,390,714 | -67.09% | 30 | 0.36% | 256 | -48.90% | 187 | -56.71% |
| 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% |
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 | 2.22M | 3.03% | -40.48K |
| Vanguard Institutional 500 Index Trust | 2.21M | 2.85% | 15.41K |
| Loomis Sayles Strategic Alpha | 2.09M | 2.84% | 2.09M |
| Vanguard 500 Index Investor | 1.87M | 2.56% | -62.04K |
| Loomis Sayles MFD Class C | 1.71M | 2.33% | - |
| Vanguard Mid Cap Index Institutional | 1.51M | 2.06% | -43.62K |
| Baron Small Cap Growth Strategy | 1.23M | 1.59% | -18.00K |
| Fidelity 500 Index | 956.25K | 1.31% | 1.58K |
| iShares Core S&P 500 ETF | 944.65K | 1.29% | -516.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 17, 2026 | Wiechmann Andrew C. | Chief Financial Officer | Sell | $252.00K |
| Feb 18, 2026 | Ashe Robert G. | - | Buy | $2.00M |
| Feb 17, 2026 | Fernandez Henry A | Chairman and CEO | Buy | $124.16K |
| Feb 17, 2026 | Fernandez Henry A | Chairman and CEO | Buy | $104.00K |
| Feb 17, 2026 | Fernandez Henry A | Chairman and CEO | Buy | $187.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 5 | 1 |
| 2025 Q4 | 19 | 2 |
| 2025 Q3 | 5 | - |
| 2025 Q2 | - | 20 |
| 2025 Q1 | 3 | 4 |
MSCI Ownership FAQ
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