Titelia

Fund shareholders of MSCI Inc

ISIN US55354G1004 · United States · LEI 549300HTIN2PD78UB763

Fund shareholders
809
Of which ETFs
202 607 other funds
Value held
13.9B $ 12.8M € · 958.1M SEK
Share of capital
34.9 % of 72.7M shares on Jul 14, 2026

809 funds hold this company. This table lists the 803 that declare it in a regulatory filing. The other 6 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,217,0681.2B $0.06 %3.05 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 1,866,3251B $0.07 %2.57 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 1,507,431812.5M $0.41 %2.07 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 956,251546.8M $0.07 %1.32 %as of Feb 28, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 945,162509.5M $0.07 %1.30 %as of Mar 31, 2026 ↗
Baron Partners Fund BARON SELECT FUNDS 898,500484.3M $4.67 %1.24 %as of Mar 31, 2026 ↗
BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 893,400481.6M $18.43 %1.23 %as of Mar 31, 2026 ↗
MidCap Fund Principal Funds, Inc 878,231519.4M $2.06 %1.21 %as of Apr 30, 2026 ↗
VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS 830,166447.5M $0.14 %1.14 %as of Mar 31, 2026 ↗
T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. 691,080372.5M $1.65 %0.95 %as of Mar 31, 2026 ↗
Edgewood Growth Fund ADVISORS' INNER CIRCLE FUND 554,161298.7M $4.83 %0.76 %as of Mar 31, 2026 ↗
VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 530,909286.2M $0.98 %0.73 %as of Mar 31, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 497,833268.3M $0.56 %0.68 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 414,251223.3M $0.07 %0.57 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 412,074243.7M $0.20 %0.57 %as of Apr 30, 2026 ↗
Baron Focused Growth Fund BARON SELECT FUNDS 397,300214.1M $5.54 %0.55 %as of Mar 31, 2026 ↗
VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND 338,705193.7M $0.44 %0.47 %as of Feb 28, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 308,655182.5M $0.21 %0.42 %as of Apr 30, 2026 ↗
JPMorgan Mid Cap Growth Fund JPMorgan Trust II 292,404157.6M $1.38 %0.40 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 281,131166.3M $0.18 %0.39 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 272,477146.9M $0.30 %0.37 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 264,203156.3M $0.31 %0.36 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 235,560127M $0.68 %0.32 %as of Mar 31, 2026 ↗
Nomura Large Cap Growth Fund IVY FUNDS 191,838103.4M $1.77 %0.26 %as of Mar 31, 2026 ↗
ClearBridge Growth Fund Legg Mason Partners Investment Trust 164,20093.9M $2.23 %0.23 %as of Feb 27, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 163,21896.5M $0.07 %0.22 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 154,36183.2M $0.07 %0.21 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 144,10782.4M $0.16 %0.20 %as of Feb 28, 2026 ↗
VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. 142,75776.9M $5.74 %0.20 %as of Mar 31, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 141,50076.3M $0.07 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 140,43880.3M $0.06 %0.19 %as of Feb 28, 2026 ↗
Polen Growth Fund FundVantage Trust 135,47380.1M $3.69 %0.19 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 129,26873.9M $0.53 %0.18 %as of Feb 28, 2026 ↗
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 123,10066.4M $1.65 %0.17 %as of Mar 31, 2026 ↗
iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust 117,57763.4M $4.13 %0.16 %as of Mar 31, 2026 ↗
Ultra Fund American Century Mutual Funds, Inc. 113,00066.8M $0.25 %0.16 %as of Apr 30, 2026 ↗
Virtus KAR Mid-Cap Core Fund Virtus Equity Trust 111,75660.2M $3.09 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 111,25263.6M $0.06 %0.15 %as of Feb 28, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 110,88159.8M $9.38 %0.15 %as of Mar 31, 2026 ↗
Franklin Small-Mid Cap Growth Fund Franklin Strategic Series 109,44064.7M $1.83 %0.15 %as of Apr 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 108,691558.1M SEK0.04 %0.15 %as of Mar 31, 2026 ↗
Calvert Equity Fund Calvert Social Investment Fund 100,99454.4M $1.44 %0.14 %as of Mar 31, 2026 ↗
Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) 97,86257.9M $0.86 %0.13 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 92,51349.9M $0.06 %0.13 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 91,22153.9M $0.14 %0.13 %as of Apr 30, 2026 ↗
T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. 84,90045.8M $1.66 %0.12 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund Touchstone Strategic Trust 84,14745.4M $2.52 %0.12 %as of Mar 31, 2026 ↗
New Economy Fund New Economy Fund 83,79147.9M $0.11 %0.12 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 83,12944.8M $0.06 %0.11 %as of Mar 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 81,96144.2M $0.07 %0.11 %as of Mar 31, 2026 ↗
JNL/JPMorgan MidCap Growth Fund JNL Series Trust 80,41943.3M $1.39 %0.11 %as of Mar 31, 2026 ↗
iShares S&P 500 Growth ETF iShares Trust 80,29843.3M $0.07 %0.11 %as of Mar 31, 2026 ↗
VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS 78,57742.4M $0.60 %0.11 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 77,65744.4M $0.07 %0.11 %as of Feb 28, 2026 ↗
MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS 68,52136.9M $1.34 %0.09 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 66,74836M $0.07 %0.09 %as of Mar 31, 2026 ↗
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 66,06135.6M $0.84 %0.09 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 61,10236.1M $0.06 %0.08 %as of Apr 30, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 60,85232.8M $0.07 %0.08 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 59,55334.1M $0.07 %0.08 %as of Feb 28, 2026 ↗
Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. 58,30031.4M $1.65 %0.08 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 57,59434.1M $0.04 %0.08 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 56,62130.5M $0.33 %0.08 %as of Mar 31, 2026 ↗
Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II 55,50029.9M $1.40 %0.08 %as of Mar 31, 2026 ↗
Select Fund American Century Mutual Funds, Inc. 55,10032.6M $0.51 %0.08 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 54,86829.6M $0.07 %0.08 %as of Mar 31, 2026 ↗
BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 53,00028.6M $0.86 %0.07 %as of Mar 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 52,79528.5M $0.35 %0.07 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 52,04528.1M $0.20 %0.07 %as of Mar 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 50,94127.5M $0.06 %0.07 %as of Mar 31, 2026 ↗
GLOBAL FRANCHISE PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC 50,56527.3M $1.98 %0.07 %as of Mar 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 49,90429.5M $0.07 %0.07 %as of Apr 30, 2026 ↗
Column Mid Cap Select Fund Trust for Professional Managers 47,42827.1M $0.90 %0.07 %as of Feb 28, 2026 ↗
Old Westbury All Cap Core Fund Old Westbury Funds Inc 45,79527.1M $0.77 %0.06 %as of Apr 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 45,66624.6M $0.07 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 43,57024.9M $0.06 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 43,37325.7M $0.06 %0.06 %as of Apr 30, 2026 ↗
Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS 43,19925.5M $0.31 %0.06 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 42,88423.1M $0.06 %0.06 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 42,86323.1M $0.68 %0.06 %as of Mar 31, 2026 ↗
YCG Enhanced Fund YCG Funds 41,87723.9M $4.47 %0.06 %as of Feb 28, 2026 ↗
Gateway Fund Gateway Trust 41,80422.5M $0.33 %0.06 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 41,53622.4M $0.07 %0.06 %as of Mar 31, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 40,54221.9M $0.39 %0.06 %as of Mar 31, 2026 ↗
Federated Hermes Kaufmann Fund Federated Hermes Equity Funds 40,00023.7M $0.51 %0.06 %as of Apr 30, 2026 ↗
T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 39,48621.3M $0.34 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 39,30621.2M $0.04 %0.05 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 39,18323.2M $0.68 %0.05 %as of Apr 30, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 39,00022.3M $2.25 %0.05 %as of Feb 28, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 38,36720.7M $9.38 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 38,12422.5M $0.06 %0.05 %as of Apr 30, 2026 ↗
VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND 38,08921.8M $0.09 %0.05 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,83622.4M $0.06 %0.05 %as of Apr 30, 2026 ↗
Heritage Fund American Century Mutual Funds, Inc. 37,54922.2M $0.41 %0.05 %as of Apr 30, 2026 ↗
Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST 36,92919.9M $1.66 %0.05 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 36,46521.6M $0.05 %0.05 %as of Apr 30, 2026 ↗
Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV 35,94920.6M $1.22 %0.05 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 35,84219.3M $0.07 %0.05 %as of Mar 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 35,45421M $0.60 %0.05 %as of Apr 30, 2026 ↗
Baron First Principles ETF Baron ETF Trust 34,06318.4M $6.60 %0.05 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 18.43 %as of Mar 31, 2026 ↗
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 9.38 %as of Mar 31, 2026 ↗
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9.38 %as of Mar 31, 2026 ↗
Baron First Principles ETF Baron ETF Trust 6.60 %as of Mar 31, 2026 ↗
VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. 5.74 %as of Mar 31, 2026 ↗
Baron Focused Growth Fund BARON SELECT FUNDS 5.54 %as of Mar 31, 2026 ↗
Edgewood Growth Fund ADVISORS' INNER CIRCLE FUND 4.83 %as of Mar 31, 2026 ↗
Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II 4.71 %as of Feb 28, 2026 ↗
Baron Partners Fund BARON SELECT FUNDS 4.67 %as of Mar 31, 2026 ↗
YCG Enhanced Fund YCG Funds 4.47 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2745+1625,188,207+0.3 %
2026Q1729-1625,112,578-4.5 %
2025Q4745-5026,306,222-5.2 %
2025Q3795-1627,759,055-0.4 %
2025Q2811+627,881,749+0.4 %
2025Q1805-3327,780,697-6.9 %
2024Q4838+229,837,968-4.8 %
2024Q3836-2031,328,541-4.5 %
2024Q2856-732,804,929-5.1 %
2024Q1863-834,564,297-1.5 %
2023Q487135,102,284

Institutional managers

1,043 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.5,740,8023.1B $as of Mar 31, 2026
STATE STREET CORP3,114,9321.7B $as of Mar 31, 2026
BAMCO INC /NY/2,699,3891.5B $as of Mar 31, 2026
MORGAN STANLEY2,244,9791.2B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,999,6101.1B $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.1,507,193812.4K $as of Mar 31, 2026
EDGEWOOD MANAGEMENT LLC1,401,992755.7M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC1,347,039726.1M $as of Mar 31, 2026
Fiera Capital Corp981,698529.1M $as of Mar 31, 2026
PineStone Asset Management Inc.976,774526.5M $as of Mar 31, 2026
POLEN CAPITAL MANAGEMENT LLC929,509501M $as of Mar 31, 2026
Mitsubishi UFJ Asset Management Co., Ltd.856,695461.8M $as of Mar 31, 2026
BAILLIE GIFFORD & CO852,357459.4M $as of Mar 31, 2026
JPMORGAN CHASE & CO763,428406.1M $as of Mar 31, 2026
CITADEL ADVISORS LLC755,002407M $as of Mar 31, 2026
NORTHERN TRUST CORP687,009370.3M $as of Mar 31, 2026
Invesco Ltd.661,589356.6M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC653,023352M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP625,446337.1M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC612,159330M $as of Mar 31, 2026
Longview Partners (Guernsey) LTD587,264316.5M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP581,832313.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC565,851305M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP555,359299.3M $as of Mar 31, 2026
GENERATION INVESTMENT MANAGEMENT LLP502,166270.7M $as of Mar 31, 2026

Declared shareholders of MSCI Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.35 %5,376,072as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 5.52 %4,038,129as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of MSCI Inc

304 funds declare 479 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
T. Rowe Price Capital Appreciation Fund189M $as of Mar 31, 2026
Lord Abbett Short Duration Income Fund276.5M $as of Feb 28, 2026
Baird Core Plus Bond Fund460M $as of Mar 31, 2026
Fidelity Investment Grade Bond Central Fund249.6M $as of Mar 31, 2026
Baird Aggregate Bond Fund346.3M $as of Mar 31, 2026
Fidelity Series Investment Grade Bond Fund245.3M $as of Feb 28, 2026
Strategic Advisers Fidelity Core Income Fund241.6M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND140.1M $as of Feb 28, 2026
Loomis Sayles Investment Grade Bond Fund131.6M $as of Mar 31, 2026
Fidelity Total Bond Fund231.1M $as of Feb 28, 2026
Bond Fund127.8M $as of Feb 28, 2026
Baird Intermediate Bond Fund223.7M $as of Mar 31, 2026
First Trust Limited Duration Investment Grade Corporate ETF322.5M $as of Apr 30, 2026
PGIM Short-Term Corporate Bond Fund221.2M $as of Mar 31, 2026
Fidelity Investment Grade Bond Fund219.8M $as of Feb 28, 2026
American High Income Trust219.1M $as of Mar 31, 2026
JNL/T. Rowe Price Capital Appreciation Fund 119M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF318.9M $as of Feb 28, 2026
Fidelity Total Bond ETF218.7M $as of Feb 28, 2026
BlackRock Total Return Fund416.9M $as of Mar 31, 2026
Fidelity SAI Total Bond Fund216.5M $as of Feb 28, 2026
Bridge Builder Core Plus Bond Fund116.4M $as of Mar 31, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF316.1M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND215.7M $as of Mar 31, 2026
Thornburg Strategic Income Fund215.5M $as of Mar 31, 2026
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Titelia. "Fund shareholders of MSCI Inc". https://titelia.com/en/stocks/msci-inc-US55354G1004