MSCI Institutional Ownership
MSCI Inc.
1W: +1.7%
1M: +10.9%
3M: +3.2%
YTD: +6.9%
1Y: +11.3%
3Y: +26.2%
5Y: -0.1%
$601.75
-15.92 (-2.58%)
Weekly Expected Move ±4.0%
$567
$591
$616
$640
$664
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $131.6M held by 284 funds, 100 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — MSCI
1,180
Institutional Holders
-21 vs prior quarter
0.0%
Ownership
+0.00pp
$36B
Total Invested
125
New Positions
390
Increased
504
Reduced
91
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1296 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,468,585 | $3.3B | -272,217 | -4.7% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 4,644,770 | $2.8B | -8,306 | -0.2% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,163,745 | $2.5B | +139,209 | +3.5% | 2Q | SEC ↗ |
| 4 | BAMCO INC /NY | 3,211,753 | $1.9B | +512,364 | +19.0% | 75Q | SEC ↗ |
| 5 | STATE STREET CORP | 3,194,918 | $1.9B | +79,986 | +2.6% | 46Q | SEC ↗ |
| 6 | MORGAN STANLEY | 2,128,743 | $1.3B | -116,236 | -5.2% | 60Q | SEC ↗ |
| 7 | T. Rowe Price Investment Management, I | 2,049,428 | $1.2B | +542,235 | +36.0% | 12Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,950,086 | $1.2B | -49,524 | -2.5% | 75Q | SEC ↗ |
| 9 | VIKING GLOBAL INVESTORS LP NEW | 1,160,687 | $698M | — | +0.0% | 1Q | SEC ↗ |
| 10 | PRINCIPAL FINANCIAL GROUP INC | 1,127,265 | $678M | -219,774 | -16.3% | 69Q | SEC ↗ |
| 11 | PineStone Asset Management Inc. | 943,550 | $568M | -33,224 | -3.4% | 15Q | SEC ↗ |
| 12 | Fiera Capital Corp | 864,977 | $520M | -116,721 | -11.9% | 59Q | SEC ↗ |
| 13 | NORGES BANK NEW | 859,813 | $517M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Mitsubishi UFJ Asset Management Co., L | 858,176 | $516M | +1,481 | +0.2% | 42Q | SEC ↗ |
| 15 | Invesco Ltd. | 807,864 | $486M | +146,275 | +22.1% | 75Q | SEC ↗ |
| 16 | BAILLIE GIFFORD & CO | 796,246 | $479M | -56,111 | -6.6% | 5Q | SEC ↗ |
| 17 | MILLENNIUM MANAGEMENT LLC | 741,928 | $446M | +129,769 | +21.2% | 25Q | SEC ↗ |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 724,058 | $436M | +98,612 | +15.8% | 38Q | SEC ↗ |
| 19 | POLEN CAPITAL MANAGEMENT LLC | 671,797 | $404M | -257,712 | -27.7% | 12Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 671,620 | $404M | -15,389 | -2.2% | 75Q | SEC ↗ |
| 21 | EDGEWOOD MANAGEMENT LLC | 664,098 | $400M | -737,894 | -52.6% | 12Q | SEC ↗ |
| 22 | AQR CAPITAL MANAGEMENT LLC | 658,427 | $396M | +5,404 | +0.8% | 45Q | SEC ↗ |
| 23 | Sixth Street Partners Management Compa NEW | 597,876 | $360M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 597,876 | $360M | +32,025 | +5.7% | 15Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 584,121 | $351M | +126,671 | +27.7% | 15Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO | 581,611 | $350M | -181,817 | -23.8% | 46Q | SEC ↗ |
| 27 | GENERATION INVESTMENT MANAGEMENT LLP | 538,342 | $324M | +36,176 | +7.2% | 3Q | SEC ↗ |
| 28 | Winslow Capital Management, LLC NEW | 529,653 | $319M | — | +0.0% | 1Q | SEC ↗ |
| 29 | WELLINGTON MANAGEMENT GROUP LLP | 507,299 | $305M | -48,060 | -8.7% | 51Q | SEC ↗ |
| 30 | Longview Partners (Guernsey) LTD | 463,710 | $279M | -123,554 | -21.0% | 5Q | SEC ↗ |
| 31 | CITADEL ADVISORS LLC | 460,566 | $277M | -294,436 | -39.0% | 21Q | SEC ↗ |
| 32 | Legal & General Group Plc | 460,123 | $277M | -8,022 | -1.7% | 27Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 419,443 | $252M | -17,251 | -4.0% | 75Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 406,340 | $245M | -9,029 | -2.2% | 2Q | SEC ↗ |
| 35 | UBS AM, a distinct business unit of UB | 397,854 | $239M | +19,691 | +5.2% | 63Q | SEC ↗ |
| 36 | BANK OF AMERICA CORP /DE | 393,492 | $237M | +23,932 | +6.5% | 15Q | SEC ↗ |
| 37 | UBS Group AG | 392,796 | $236M | +86,679 | +28.3% | 47Q | SEC ↗ |
| 38 | BESSEMER GROUP INC | 388,185 | $234M | -7,540 | -1.9% | 39Q | SEC ↗ |
| 39 | BANQUE PICTET & CIE SA | 387,545 | $233M | -2,590 | -0.7% | 4Q | SEC ↗ |
| 40 | FMR LLC | 371,835 | $224M | +60,720 | +19.5% | 75Q | SEC ↗ |
| 41 | DEUTSCHE BANK AG | 371,305 | $223M | -35,002 | -8.6% | 52Q | SEC ↗ |
| 42 | Amundi | 359,092 | $216M | +14,004 | +4.1% | 21Q | SEC ↗ |
| 43 | PRICE T ROWE ASSOCIATES INC /MD | 354,438 | $213M | -24,590 | -6.5% | 16Q | SEC ↗ |
| 44 | NORDEA INVESTMENT MANAGEMENT AB | 337,776 | $203M | -3,795 | -1.1% | 42Q | SEC ↗ |
| 45 | Robeco Institutional Asset Management | 335,934 | $202M | +42,145 | +14.3% | 42Q | SEC ↗ |
| 46 | TWO SIGMA INVESTMENTS, LP | 330,314 | $199M | -251,518 | -43.2% | 19Q | SEC ↗ |
| 47 | SEI INVESTMENTS CO | 328,506 | $198M | +207,762 | +172.1% | 15Q | SEC ↗ |
| 48 | ROYAL BANK OF CANADA | 319,261 | $192M | -69,199 | -17.8% | 56Q | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 308,059 | $185M | +268,710 | +682.9% | 2Q | SEC ↗ |
| 50 | Temasek Holdings (Private) Ltd | 306,549 | $184M | -119,314 | -28.0% | 18Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VIKING GLOBAL INVESTORS LP | 1,160,687 | $698M |
| NORGES BANK | 859,813 | $517M |
| Sixth Street Partners Management Co | 597,876 | $360M |
| Winslow Capital Management, LLC | 529,653 | $319M |
| Artisan Partners Limited Partnershi | 156,539 | $94M |
| Curated Wealth Partners LLC | 56,294 | $34M |
| Generate Investment Management Ltd | 38,514 | $23M |
| SCHWARTZ INVESTMENT COUNSEL INC | 20,054 | $12M |
| Bridgewater Associates, LP | 17,418 | $10M |
| Nykredit A/S | 17,089 | $10M |
| Interval Partners, LP | 15,001 | $9M |
| Alberta Investment Management Corp | 13,600 | $8M |
| ASR Vermogensbeheer N.V. | 13,035 | $8M |
| Jupiter Topco LLC | 11,635 | $7M |
| Zurich Insurance Group Ltd/FI | 11,465 | $7M |
| Van Hulzen Asset Management, LLC | 9,448 | $6M |
| CAPE COD FIVE CENTS SAVINGS BANK | 8,590 | $5M |
| Capricorn Fund Managers Ltd | 8,185 | $5M |
| LOGAN CAPITAL MANAGEMENT INC | 8,078 | $5M |
| Dockside LLC | 6,832 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Findlay Park Partners LLP | 163,100 | $98M |
| Longaeva Partners L.P. | 77,680 | $47M |
| NS Partners Ltd | 75,386 | $45M |
| Alyeska Investment Group, L.P. | 64,178 | $39M |
| Valley Forge Capital Management, LP | 60,770 | $37M |
| Covea Finance | 56,647 | $34M |
| Meridiem Capital Partners LP | 49,692 | $30M |
| Dundas Partners LLP | 36,194 | $22M |
| Titan Investment Solutions Ltd | 31,429 | $19M |
| Prana Capital Management, LP | 25,273 | $15M |
| M&G PLC | 19,467 | $12M |
| Himalaya Capital Management LLC | 18,939 | $11M |
| Silvant Capital Management LLC | 12,189 | $7M |
| Cinctive Capital Management LP | 12,008 | $7M |
| Groupe la Francaise | 9,948 | $6M |
| Goodman Advisory Group, LLC | 9,853 | $6M |
| WORMSER FRERES GESTION | 7,908 | $5M |
| Clear Harbor Asset Management, LLC | 7,790 | $5M |
| Vancity Investment Management Ltd | 7,674 | $5M |
| Quantitative Investment Management, | 6,885 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| T. Rowe Price Investment Management | +542,235 | +36.0% | 2,049,428 |
| BAMCO INC /NY | +512,364 | +19.0% | 3,211,753 |
| Qube Research & Technologies Ltd | +268,710 | +682.9% | 308,059 |
| Point72 Asset Management, L.P. | +230,823 | +514.9% | 275,651 |
| SEI INVESTMENTS CO | +207,762 | +172.1% | 328,506 |
| Vontobel Holding Ltd. | +204,508 | +259.0% | 283,476 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +149,768 | +17038.5% | 150,647 |
| Invesco Ltd. | +146,275 | +22.1% | 807,864 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +139,209 | +3.5% | 4,163,745 |
| MILLENNIUM MANAGEMENT LLC | +129,769 | +21.2% | 741,928 |
| GOLDMAN SACHS GROUP INC | +126,671 | +27.7% | 584,121 |
| Squarepoint Ops LLC | +124,440 | +510.6% | 148,812 |
| Junto Capital Management LP | +120,584 | +128.9% | 214,134 |
| PRUDENTIAL FINANCIAL INC | +109,793 | +121.5% | 200,163 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +98,612 | +15.8% | 724,058 |
| Vinva Investment Management Ltd | +95,196 | +62.5% | 247,456 |
| UBS Group AG | +86,679 | +28.3% | 392,796 |
| STEADFAST CAPITAL MANAGEMENT LP | +81,650 | +296.4% | 109,200 |
| STATE STREET CORP | +79,986 | +2.6% | 3,194,918 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +75,445 | +89.9% | 159,379 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| EDGEWOOD MANAGEMENT LLC | -737,894 | -52.6% | 664,098 |
| CITADEL ADVISORS LLC | -294,436 | -39.0% | 460,566 |
| BlackRock, Inc. | -272,217 | -4.7% | 5,468,585 |
| Magellan Asset Management Ltd | -261,757 | -93.8% | 17,396 |
| POLEN CAPITAL MANAGEMENT LLC | -257,712 | -27.7% | 671,797 |
| TWO SIGMA INVESTMENTS, LP | -251,518 | -43.2% | 330,314 |
| PRINCIPAL FINANCIAL GROUP INC | -219,774 | -16.3% | 1,127,265 |
| JPMORGAN CHASE & CO | -181,817 | -23.8% | 581,611 |
| Meritage Group LP | -131,515 | -32.4% | 274,569 |
| FRANKLIN RESOURCES INC | -129,521 | -55.1% | 105,605 |
| Longview Partners (Guernsey) LTD | -123,554 | -21.0% | 463,710 |
| Temasek Holdings (Private) Ltd | -119,314 | -28.0% | 306,549 |
| Fiera Capital Corp | -116,721 | -11.9% | 864,977 |
| MORGAN STANLEY | -116,236 | -5.2% | 2,128,743 |
| Clearbridge Investments, LLC | -108,188 | -29.8% | 255,427 |
| Champlain Investment Partners, LLC | -106,825 | -70.2% | 45,409 |
| AMERICAN CENTURY COMPANIES INC | -105,963 | -34.1% | 204,785 |
| EULAV Asset Management | -103,350 | -65.0% | 55,634 |
| ROYAL BANK OF CANADA | -69,199 | -17.8% | 319,261 |
| JANE STREET GROUP, LLC | -67,598 | -37.3% | 113,634 |