Funds holding MSCI Inc
803 funds declare a position · 202 ETFs and 601 other funds · 13.9B $· 958.1M SEK· 12.8M € · US55354G1004
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 301 | U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,056 | 3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 302 | Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 4,971 | 2.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 303 | iShares MSCI USA Equal Weighted ETF iShares, Inc. | 4,778 | 2.7M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 304 | LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,708 | 2.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 305 | DAVENPORT INSIDER BUYING FUND Williamsburg Investment Trust | 4,700 | 2.5M $ | 2.87 % | as of Mar 31, 2026 · Original filing |
| 306 | Avantis U.S. Equity ETF American Century ETF Trust | 4,624 | 2.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 307 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 4,621 | 2.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 308 | Victory Mid-Cap Core Growth Fund Victory Portfolios | 4,600 | 2.5M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 309 | ProShares Ultra Financials ProShares Trust | 4,593 | 2.6M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 310 | Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II | 4,520 | 2.6M $ | 4.71 % | as of Feb 28, 2026 · Original filing |
| 311 | Old Westbury Total Equity Fund Old Westbury Funds Inc | 4,506 | 2.7M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 312 | Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 4,505 | 2.6M $ | 0.11 % | as of Feb 27, 2026 · Original filing |
| 313 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 4,450 | 2.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 314 | Inspire Capital Appreciation ETF Northern Lights Fund Trust IV | 4,446 | 2.5M $ | 2.87 % | as of Feb 28, 2026 · Original filing |
| 315 | Swedbank Robur Access USA Swedbank Robur Fonder AB | 4,428 | 22.7M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 316 | Fidelity Founders Fund Fidelity Concord Street Trust | 4,294 | 2.5M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| 317 | Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 4,290 | 2.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 318 | Nationwide Loomis All Cap Growth Fund Nationwide Mutual Funds | 4,255 | 2.5M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| 319 | SEB USA Exposure SEB Funds AB | 4,240 | 21.8M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 320 | Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 4,234 | 2.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 321 | Neuberger Core Equity ETF Neuberger Berman ETF Trust | 4,100 | 2.3M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 322 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 4,014 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 323 | AQR Large Cap Momentum Style Fund AQR Funds | 3,987 | 2.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 324 | Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 3,976 | 2.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 325 | Penn Series Large Core Growth Fund Penn Series Funds Inc | 3,973 | 2.1M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| 326 | SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,920 | 2.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 327 | T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 3,900 | 2.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 328 | Optimum Large Cap Growth Fund Optimum Fund Trust | 3,860 | 2.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 329 | BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,838 | 2.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 330 | Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 3,801 | 2.2M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 331 | Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 3,798 | 2.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 332 | BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 3,752 | 2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 333 | VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 3,748 | 2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| 334 | Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 3,736 | 2.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 335 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,723 | 2.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 336 | FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND Capitol Series Trust | 3,688 | 2M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| 337 | VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 3,660 | 2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 338 | First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,647 | 2.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 339 | Buffalo Growth Fund Buffalo Funds | 3,615 | 1.9M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 340 | Nomura VIP Growth Equity Series Delaware VIP Trust | 3,595 | 1.9M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| 341 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,561 | 1.9M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 342 | DWS Enhanced Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 3,532 | 2M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| 343 | AQR Alternative Risk Premia Fund AQR Funds | 3,532 | 1.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 344 | Inspire 500 ETF Northern Lights Fund Trust IV | 3,520 | 2M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 345 | Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,517 | 2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 346 | ProShares UltraPro S&P500 ProShares Trust | 3,461 | 2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 347 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,392 | 1.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 348 | VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 3,368 | 1.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 349 | Shelton Equity Income Fund SHELTON FUNDS | 3,300 | 1.9M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 350 | Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. | 3,247 | 1.8M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 351 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,243 | 1.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 352 | BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 3,224 | 1.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 353 | State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 3,168 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 354 | AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 3,153 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 355 | iShares Dow Jones U.S. ETF iShares Trust | 3,151 | 1.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 356 | EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 3,137 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 357 | LVIP American Century Capital Appreciation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,074 | 1.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 358 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 3,072 | 1.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 359 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,058 | 1.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 360 | Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 3,043 | 1.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 361 | LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 3,038 | 1.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 362 | JNL Multi-Manager Alternative Fund JNL Series Trust | 3,015 | 1.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 363 | AST Multi-Asset Diversified Portfolio Advanced Series Trust | 3,000 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 364 | LargeCap Growth Fund I Principal Funds, Inc | 2,932 | 1.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 365 | Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 2,909 | 1.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 366 | Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 2,908 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 367 | ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 2,904 | 1.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 368 | Baron Financials ETF Baron ETF Trust | 2,896 | 1.6M $ | 3.40 % | as of Mar 31, 2026 · Original filing |
| 369 | The Growth Fund COMMERCE FUNDS | 2,885 | 1.7M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| 370 | NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 2,806 | 1.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 371 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,801 | 1.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 372 | State Farm Balanced Fund Advisers Investment Trust | 2,800 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 373 | THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 2,781 | 1.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 374 | iShares Global Financials ETF iShares Trust | 2,780 | 1.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 375 | BlackRock Tactical Opportunities Fund BlackRock Funds | 2,703 | 1.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 376 | T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 2,700 | 1.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 377 | MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 2,632 | 1.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 378 | Timothy Plan Aggressive Growth Fund TIMOTHY PLAN | 2,619 | 1.4M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 379 | Virtus KAR Mid-Cap ETF Virtus ETF Trust II | 2,616 | 1.5M $ | 3.52 % | as of Apr 30, 2026 · Original filing |
| 380 | Hartford Multifactor US Equity ETF Lattice Strategies Trust | 2,605 | 1.5M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 381 | The MidCap Growth Fund COMMERCE FUNDS | 2,600 | 1.5M $ | 1.19 % | as of Apr 30, 2026 · Original filing |
| 382 | Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 2,548 | 1.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 383 | JPMorgan Research Market Neutral Fund JPMorgan Trust I | 2,532 | 1.5M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| 384 | MoA Mid Cap Growth Fund MoA Funds Corp | 2,529 | 1.4M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| 385 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 2,455 | 1.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 386 | LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,439 | 1.3M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| 387 | Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust | 2,434 | 1.4M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| 388 | Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 2,432 | 1.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 389 | VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO Voya Investors Trust | 2,406 | 1.3M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| 390 | Tema Durable Quality ETF Tema ETF Trust | 2,397 | 1.4M $ | 2.83 % | as of Feb 28, 2026 · Original filing |
| 391 | NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 2,392 | 1.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 392 | Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 2,367 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 393 | MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II | 2,335 | 1.3M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 394 | BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 2,331 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 395 | NYLI PineStone Global Equity Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 2,294 | 1.4M $ | 3.15 % | as of Apr 30, 2026 · Original filing |
| 396 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,282 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 397 | Victory Pioneer Select Mid Cap Growth VCT Portfolio Victory Variable Insurance Funds II | 2,228 | 1.2M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| 398 | EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,216 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 399 | Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 2,206 | 1.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 400 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,196 | 1.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
Institutional managers
1043 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,740,802 | 3.1B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,114,932 | 1.7B $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 2,699,389 | 1.5B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,244,979 | 1.2B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,999,610 | 1.1B $ | as of Mar 31, 2026 |
| EDGEWOOD MANAGEMENT LLC | 1,401,992 | 755.7M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,347,039 | 726.1M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 981,698 | 529.1M $ | as of Mar 31, 2026 |
| PineStone Asset Management Inc. | 976,774 | 526.5M $ | as of Mar 31, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | 929,509 | 501M $ | as of Mar 31, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 856,695 | 461.8M $ | as of Mar 31, 2026 |
| BAILLIE GIFFORD & CO | 852,357 | 459.4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 755,002 | 407M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 763,428 | 406.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 687,009 | 370.3M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 661,589 | 356.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 653,023 | 352M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 625,446 | 337.1M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 612,159 | 330M $ | as of Mar 31, 2026 |
| Longview Partners (Guernsey) LTD | 587,264 | 316.5M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 581,832 | 313.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 565,851 | 305M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 555,359 | 299.3M $ | as of Mar 31, 2026 |
| GENERATION INVESTMENT MANAGEMENT LLP | 502,166 | 270.7M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 468,145 | 252.3M $ | as of Mar 31, 2026 |