MSCI Smart Money
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 Activity
Latest: Q2 20261,180
Institutions Holding
-21 vs prior
82.6%
Ownership
+5.81%
125
New
390
Increased
504
Reduced
91
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-22 | Gutowski Robert J. | officer: general counsel | S-Sale | 2,381 | $623.66 | $1.5M | Filing |
| 2026-10-12 | Wiechmann Andrew C. | officer: chief financial officer | S-Sale | 450 | $570.00 | $256K | Filing |
| 2026-09-02 | Taneja Rajat | director | P-Purchase | 1,786 | $560.00 | $1.0M | Filing |
| 2026-08-28 | Yang June | director | A-Grant/Award | 2 | $— | $0 | Filing |
| 2026-08-28 | RIEFLER LINDA H | director | A-Grant/Award | 8 | $— | $0 | Filing |
| 2026-08-28 | Matlock Robin | director | A-Grant/Award | 6 | $— | $0 | Filing |
| 2026-06-10 | Wiechmann Andrew C. | officer: chief financial officer | S-Sale | 450 | $604.56 | $272K | Filing |
| 2026-06-02 | Taneja Rajat | director | A-Grant/Award | 42 | $— | $0 | Filing |
| 2026-05-29 | RIEFLER LINDA H | director | A-Grant/Award | 7 | $— | $0 | Filing |
| 2026-05-29 | Matlock Robin | director | A-Grant/Award | 6 | $— | $0 | Filing |
| 2026-05-29 | Yang June | director | A-Grant/Award | 2 | $— | $0 | Filing |
| 2026-05-15 | Fernandez Henry A | officer: chairman and ceo | P-Purchase | 240 | $560.28 | $134K | Filing |
| 2026-05-15 | Fernandez Henry A | officer: chairman and ceo | P-Purchase | 1,238 | $561.56 | $695K | Filing |
| 2026-05-15 | Fernandez Henry A | officer: chairman and ceo | P-Purchase | 1,122 | $562.47 | $631K | Filing |
| 2026-05-15 | Fernandez Henry A | officer: chairman and ceo | P-Purchase | 800 | $563.39 | $451K | Filing |
| 2026-05-15 | Fernandez Henry A | officer: chairman and ceo | P-Purchase | 400 | $564.42 | $226K | Filing |
| 2026-05-15 | Fernandez Henry A | officer: chairman and ceo | P-Purchase | 120 | $559.40 | $67K | Filing |
| 2026-05-15 | Fernandez Henry A | officer: chairman and ceo | P-Purchase | 80 | $565.17 | $45K | Filing |
| 2026-05-01 | Ashe Robert G. | director | A-Grant/Award | 202 | $— | $0 | Filing |
| 2026-05-01 | Taneja Rajat | director | A-Grant/Award | 388 | $— | $0 | Filing |
| 2026-05-01 | Taneja Rajat | director | A-Grant/Award | 177 | $— | $0 | Filing |
| 2026-05-01 | Perold Jacques P | director | A-Grant/Award | 388 | $— | $0 | Filing |
| 2026-05-01 | Smith Marcus L. | director | A-Grant/Award | 388 | $— | $0 | Filing |
| 2026-05-01 | Matlock Robin | director | A-Grant/Award | 388 | $— | $0 | Filing |
| 2026-05-01 | Rattray Sandy C. | director | F-Tax Withholding | 32 | $— | $0 | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-04-13 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-29 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2026-01-13 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-09-29 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-09-05 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-26 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-08-26 | Ro Khanna | House | Sell | $1,000 - $15,000 | Filing |
| 2025-04-08 | Rob Bresnahan | House | Buy | $1,001 - $15,000 | Filing |
| 2025-03-20 | Byron Donalds | House | Sell | $1,001 - $15,000 | Filing |
| 2025-03-20 | Byron Donalds | House | Sell | $1,001 - $15,000 | Filing |
| 2025-03-19 | Byron Donalds | House | Sell | $1,001 - $15,000 | Filing |
| 2025-03-19 | Byron Donalds | House | Sell | $1,001 - $15,000 | Filing |
| 2025-01-15 | Julie Johnson | House | Buy | $1,001 - $15,000 | Filing |
| 2025-01-14 | Julie Johnson | House | Buy | $1,001 - $15,000 | Filing |
| 2025-01-12 | Robert P. Bresnahan | House | Sell | $1,001 - $15,000 | Filing |
| 2024-07-02 | Kathy Manning | House | Buy | $1,001 - $15,000 | Filing |
| 2024-02-13 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2024-02-01 | Josh Gottheimer | House | Sell | $1,001 - $15,000 | Filing |
| 2024-01-23 | Kathy Manning | House | Buy | $15,001 - $50,000 | Filing |
| 2024-01-23 | Kathy Manning | House | Buy | $1,001 - $15,000 | Filing |
| 2024-01-10 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2024-01-10 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2023-10-26 | Ro Khanna | House | Sell | $15,001 - $50,000 | Filing |
| 2023-10-10 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2023-08-03 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,468,585 | $3.1B | -272,217 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,644,770 | $2.6B | -8,306 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,163,745 | $2.3B | +139,209 | 2026-06-30 | Filing |
| BAMCO INC /NY | 3,211,753 | $1.8B | +512,364 | 2026-06-30 | Filing |
| STATE STREET CORP | 3,194,918 | $1.8B | +79,986 | 2026-06-30 | Filing |
| MORGAN STANLEY | 2,128,743 | $1.2B | -116,236 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,950,086 | $1.1B | -49,524 | 2026-06-30 | Filing |
| VIKING GLOBAL INVESTORS LP | 1,160,687 | $650M | +1,160,687 | 2026-06-30 | Filing |
| PRINCIPAL FINANCIAL GROUP INC | 1,127,265 | $631M | -219,774 | 2026-06-30 | Filing |
| PineStone Asset Management Inc. | 943,550 | $528M | -33,224 | 2026-06-30 | Filing |
| Fiera Capital Corp | 864,977 | $484M | -116,721 | 2026-06-30 | Filing |
| NORGES BANK | 859,813 | $482M | +859,813 | 2026-06-30 | Filing |
| Mitsubishi UFJ Asset Management Co., Ltd | 858,176 | $481M | +1,481 | 2026-06-30 | Filing |
| Invesco Ltd. | 807,864 | $452M | +146,275 | 2026-06-30 | Filing |
| BAILLIE GIFFORD & CO | 796,246 | $446M | -56,111 | 2026-06-30 | Filing |
| MILLENNIUM MANAGEMENT LLC | 741,928 | $416M | +129,769 | 2026-06-30 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 724,058 | $406M | +98,612 | 2026-06-30 | Filing |
| POLEN CAPITAL MANAGEMENT LLC | 671,797 | $376M | -257,712 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 671,620 | $376M | -15,389 | 2026-06-30 | Filing |
| EDGEWOOD MANAGEMENT LLC | 664,098 | $372M | -737,894 | 2026-06-30 | Filing |