MSCI INC MSCI
COM · Common Stock · CUSIP 55354G100 · ISIN US55354G1004
American financial service provider
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($159.2m this quarter). Holder counts are more reliable. Shares outstanding: 72.7m as of 2026-07-14, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $559.84. Options: 12 managers hold calls ($134.4m notional), 11 hold puts ($111.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 742 |
| Q4 2022 | 803 |
| Q1 2023 | 822 |
| Q2 2023 | 815 |
| Q3 2023 | 834 |
| Q4 2023 | 882 |
| Q1 2024 | 922 |
| Q2 2024 | 939 |
| Q3 2024 | 1,002 |
| Q4 2024 | 1,071 |
| Q1 2025 | 1,083 |
| Q2 2025 | 1,087 |
| Q3 2025 | 1,038 |
| Q4 2025 | 1,081 |
| Q1 2026 | 1,066 |
| Q2 2026 | 1,083 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 545 | 381 |
| Q4 2024 | 487 | 435 |
| Q1 2025 | 514 | 473 |
| Q2 2025 | 502 | 519 |
| Q3 2025 | 455 | 530 |
| Q4 2025 | 431 | 544 |
| Q1 2026 | 473 | 560 |
| Q2 2026 | 502 | 495 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $160.4m | $147.4m | 0.92 |
| Q4 2025 | $59.1m | $113.8m | 1.92 |
| Q1 2026 | $63.8m | $126.0m | 1.97 |
| Q2 2026 | $134.4m | $111.6m | 0.83 |
Biggest buyers
| VIKING GLOBAL INVESTORS LP | New | +1.2m |
| T. Rowe Price Investment Management, Inc. | Added | +542.2k |
| Winslow Capital Management, LLC | New | +529.7k |
| BAMCO INC /NY/ | Added | +512.4k |
| Qube Research & Technologies Ltd | Added | +268.7k |
| Point72 Asset Management, L.P. | Added | +230.8k |
| SEI INVESTMENTS CO | Added | +207.8k |
| Vontobel Holding Ltd. | Added | +204.5k |
| Artisan Partners Limited Partnership | New | +156.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +149.8k |
Biggest sellers
| EDGEWOOD MANAGEMENT LLC | Reduced | -737.9k |
| CITADEL ADVISORS LLC | Reduced | -294.4k |
| BlackRock, Inc. | Reduced | -272.2k |
| Magellan Asset Management Ltd | Reduced | -261.8k |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -257.7k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -251.5k |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -219.8k |
| JPMORGAN CHASE & CO | Reduced | -181.8k |
| Meritage Group LP | Reduced | -131.5k |
| FRANKLIN RESOURCES INC | Reduced | -129.5k |
Biggest calls
| MILLENNIUM MANAGEMENT LLC | Added | $54.4m97.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $24.0m42.9k shares |
| CITADEL ADVISORS LLC | Added | $20.1m35.9k shares |
| ROYAL BANK OF CANADA | Added | $12.6m22.5k shares |
| IMC-Chicago, LLC | Added | $12.0m21.5k shares |
| JANE STREET GROUP, LLC | Reduced | $6.2m11.1k shares |
| Allianz Asset Management GmbH | Added | $1.6m2.8k shares |
| UBS Group AG | Added | $1.3m2.4k shares |
| SIMPLEX TRADING, LLC | Added | $1.0m1.8k shares |
| Walleye Trading LLC | Reduced | $672.0k1.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $45.7m81.6k shares |
| CITADEL ADVISORS LLC | Added | $15.3m27.4k shares |
| IMC-Chicago, LLC | Added | $15.0m26.7k shares |
| PEAK6 LLC | Reduced | $11.4m20.3k shares |
| JANE STREET GROUP, LLC | Reduced | $6.4m11.4k shares |
| Walleye Trading LLC | Added | $4.6m8.2k shares |
| SIMPLEX TRADING, LLC | Added | $4.6m8.2k shares |
| SIG BROKERAGE, LP | New | $4.5m8.0k shares |
| Allianz Asset Management GmbH | Added | $2.0m3.6k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $1.7m3.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-02-05 | 7.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $1.8m | 0 | — | — |
| Q1 2025 | 1 | $3.0m | 1 | $2.8m | $2.8m |
| Q2 2025 | 0 | — | 1 | $8.2m | $8.2m |
| Q3 2025 | 1 | $6.7m | 0 | — | — |
| Q4 2025 | 1 | $6.7m | 2 | $596.0k | $247.5k |
| Q1 2026 | 2 | $5.6m | 1 | $252.0k | $252.0k |
| Q2 2026 | 1 | $2.2m | 2 | $6.2m | $272.1k |
| Q3 2026 | 1 | $1.0m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-02 | Taneja Rajat Director | Bought | $1.0m1.8k shares |
| 2026-06-10 | Wiechmann Andrew C. Chief Financial Officer | Sold plan | $272.1k450 shares |
| 2026-05-15 | Fernandez Henry A Chairman and CEO, director | Bought | $2.2m4.0k shares |
| 2026-04-24 | Munari Alvise J. Chief Product Officer | Sold | $5.9m10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 5.5m $3.1bn | Reduced -272.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 4.6m $2.6bn | Reduced -8.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.11% of their portfolio | 4.2m $2.3bn | Added +139.2k |
| BAMCO INC /NY/ 2.70% of their portfolio | 3.2m $1.8bn | Added +512.4k |
| STATE STREET CORP 0.05% of their portfolio | 3.2m $1.8bn | Added +80.0k |
| MORGAN STANLEY 0.06% of their portfolio | 2.1m $1.2bn | Reduced -116.2k |
| T. Rowe Price Investment Management, Inc. 0.75% of their portfolio | 2.0m $1.1bn | Added +542.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 2.0m $1.1bn | Reduced -49.5k |
| VIKING GLOBAL INVESTORS LP 1.85% of their portfolio | 1.2m $650.0m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.31% of their portfolio | 1.1m $631.3m | Reduced -219.8k |
| PineStone Asset Management Inc. 3.26% of their portfolio | 943.5k $528.4m | Reduced -33.2k |
| Fiera Capital Corp 1.76% of their portfolio | 865.0k $484.4m | Reduced -116.7k |
| NORGES BANK 0.05% of their portfolio | 859.8k $481.5m | Not comparable |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.27% of their portfolio | 858.2k $480.6m | Added +1.5k |
| Invesco Ltd. 0.04% of their portfolio | 807.9k $452.4m | Added +146.3k |
| BAILLIE GIFFORD & CO 0.40% of their portfolio | 796.2k $445.9m | Reduced -56.1k |
| MILLENNIUM MANAGEMENT LLC 0.28% of their portfolio | 741.9k $415.5m | Added +129.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.18% of their portfolio | 724.1k $405.5m | Added +98.6k |
| POLEN CAPITAL MANAGEMENT LLC 3.24% of their portfolio | 671.8k $376.2m | Reduced -257.7k |
| NORTHERN TRUST CORP 0.04% of their portfolio | 671.6k $376.1m | Reduced -15.4k |
| EDGEWOOD MANAGEMENT LLC 3.84% of their portfolio | 664.1k $371.9m | Reduced -737.9k |
| AQR CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 658.4k $364.1m | Added +5.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 597.9k $334.8m | Added +32.0k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 584.1k $327.1m | Added +126.7k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 581.6k $324.5m | Reduced -181.8k |
| GENERATION INVESTMENT MANAGEMENT LLP 2.93% of their portfolio | 538.3k $301.5m | Added +36.2k |
| Winslow Capital Management, LLC 1.02% of their portfolio | 529.7k $296.6m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 507.3k $284.1m | Reduced -48.1k |
| Longview Partners (Guernsey) LTD 4.22% of their portfolio | 463.7k $259.7m | Reduced -123.6k |
| CITADEL ADVISORS LLC 0.15% of their portfolio | 460.6k $257.9m | Reduced -294.4k |
| Legal & General Group Plc 0.05% of their portfolio | 460.1k $257.7m | Reduced -8.0k |
| Bank of New York Mellon Corp 0.04% of their portfolio | 419.4k $234.9m | Reduced -17.3k |
| VANGUARD FIDUCIARY TRUST CO 0.05% of their portfolio | 406.3k $227.6m | Reduced -9.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 397.9k $222.8m | Added +19.7k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 393.5k $220.4m | Added +23.9k |
| UBS Group AG 0.03% of their portfolio | 392.8k $220.0m | Added +86.7k |
| BESSEMER GROUP INC 0.30% of their portfolio | 388.2k $217.4m | Reduced -7.5k |
| BANQUE PICTET & CIE SA 2.23% of their portfolio | 387.5k $217.0m | Reduced -2.6k |
| FMR LLC 0.01% of their portfolio | 371.8k $208.2m | Added +60.7k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 371.3k $207.9m | Reduced -35.0k |
| Amundi 0.05% of their portfolio | 359.1k $201.1m | Added +14.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 354.4k $198.5m | Reduced -24.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.15% of their portfolio | 337.8k $187.6m | Reduced -3.8k |
| Robeco Institutional Asset Management B.V. 0.23% of their portfolio | 335.9k $188.1m | Added +42.1k |
| Assenagon Asset Management S.A. 0.12% of their portfolio | 335.7k $188.0m | Added +140.8k |
| TWO SIGMA INVESTMENTS, LP 0.14% of their portfolio | 330.3k $185.0m | Reduced -251.5k |
| SEI INVESTMENTS CO 0.16% of their portfolio | 328.5k $184.0m | Added +207.8k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 319.3k $178.8m | Reduced -69.2k |
| Qube Research & Technologies Ltd 0.19% of their portfolio | 308.1k $172.5m | Added +268.7k |
| Temasek Holdings (Private) Ltd 0.47% of their portfolio | 306.5k $171.7m | Reduced -119.3k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 290.5k $162.7m | Added +9.6k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.24% of their portfolio | 288.5k $161.6m | Added +34.9k |
| STOREBRAND ASSET MANAGEMENT AS 0.40% of their portfolio | 287.5k $161.0m | Reduced -17.2k |
| Vontobel Holding Ltd. 0.53% of their portfolio | 283.5k $158.8m | Added +204.5k |
| NEUBERGER BERMAN GROUP LLC 0.11% of their portfolio | 282.9k $158.5m | Reduced -14.3k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 281.8k $157.8m | Added +2.1k |
| Point72 Asset Management, L.P. 0.24% of their portfolio | 275.7k $154.4m | Added +230.8k |
| Meritage Group LP 5.93% of their portfolio | 274.6k $153.8m | Reduced -131.5k |
| Gobi Capital LLC 7.36% of their portfolio | 258.2k $144.6m | Added +1.6k |
| Clearbridge Investments, LLC 0.12% of their portfolio | 255.4k $143.0m | Reduced -108.2k |
| Vinva Investment Management Ltd 0.92% of their portfolio | 247.5k $138.5m | Added +95.2k |
| Russell Investments Group, Ltd. 0.12% of their portfolio | 246.1k $137.8m | Added +4.7k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.39% of their portfolio | 223.7k $125.3m | Reduced -14.7k |
| Junto Capital Management LP 2.22% of their portfolio | 214.1k $119.9m | Added +120.6k |
| Nuveen, LLC 0.03% of their portfolio | 209.6k $117.4m | Reduced -10.6k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 204.8k $114.7m | Reduced -106.0k |
| PRUDENTIAL FINANCIAL INC 0.12% of their portfolio | 200.2k $112.1m | Added +109.8k |
| Consulta Ltd 4.04% of their portfolio | 200.0k $112.0m | Unchanged |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 184.4k $103.1m | Reduced -12.6k |
| Canoe Financial LP 1.25% of their portfolio | 179.6k $100.6m | Reduced -5.2k |
| SG Americas Securities, LLC 0.06% of their portfolio | 179.4k $100.4m | Added +31.8k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.31% of their portfolio | 172.0k $96.3m | Reduced -61.8k |
| FLOSSBACH VON STORCH SE 0.43% of their portfolio | 169.3k $94.8m | Reduced -52.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 165.7k $92.8m | Added +70.1k |
| BARCLAYS PLC 0.03% of their portfolio | 160.9k $90.1m | Reduced -42.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 159.4k $89.3m | Added +75.4k |
| Quantinno Capital Management LP 0.11% of their portfolio | 157.0k $87.9m | Added +7.9k |
| Vanguard Global Advisers, LLC 0.04% of their portfolio | 156.8k $87.8m | Reduced -3.8k |
| Artisan Partners Limited Partnership 0.14% of their portfolio | 156.5k $87.7m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 152.6k $85.4m | Reduced -4.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 150.6k $84.4m | Added +149.8k |
| Squarepoint Ops LLC 0.16% of their portfolio | 148.8k $83.3m | Added +124.4k |
| Markel Group Inc. 0.61% of their portfolio | 142.8k $80.0m | Unchanged |
| VANGUARD ASSET MANAGEMENT, Ltd 0.05% of their portfolio | 138.3k $77.5m | Added +13.0k |
| TD Asset Management Inc 0.07% of their portfolio | 134.3k $75.2m | Reduced -22.6k |
| California Public Employees Retirement System 0.04% of their portfolio | 132.8k $74.4m | Reduced -17.3k |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 130.0k $72.8m | Reduced -10.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 124.6k $69.8m | Reduced -13.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 120.9k $67.7m | Added +66.6k |
| GCQ FUNDS MANAGEMENT PTY Ltd 9.25% of their portfolio | 119.1k $66.7m | Added +12.6k |
| National Pension Service 0.04% of their portfolio | 117.8k $66.0m | Reduced -2.5k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 113.6k $63.6m | Reduced -67.6k |
| CITIGROUP INC 0.03% of their portfolio | 113.6k $63.6m | Added +11.3k |
| Baird Financial Group, Inc. 0.08% of their portfolio | 109.3k $61.2m | Reduced -8.3k |
| STEADFAST CAPITAL MANAGEMENT LP 1.87% of their portfolio | 109.2k $61.2m | Added +81.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 107.5k $60.2m | Reduced -6.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 105.6k $59.1m | Reduced -129.5k |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.06% of their portfolio | 105.3k $59.0m | Added +1.2k |
| GFI Investment Counsel Ltd. 7.95% of their portfolio | 104.6k $58.6m | Reduced -4.4k |
| YCG, LLC 5.14% of their portfolio | 104.2k $58.4m | Reduced -2.7k |