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
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,0563M $0.12 %0.01 %as of Apr 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 4,9712.9M $0.05 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 4,7782.7M $0.17 %0.01 %as of Feb 28, 2026 ↗
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,7082.5M $0.38 %0.01 %as of Mar 31, 2026 ↗
DAVENPORT INSIDER BUYING FUND Williamsburg Investment Trust 4,7002.5M $2.87 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 4,6242.6M $0.02 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,6212.7M $0.06 %0.01 %as of Apr 30, 2026 ↗
Victory Mid-Cap Core Growth Fund Victory Portfolios 4,6002.5M $0.89 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Financials ProShares Trust 4,5932.6M $0.37 %0.01 %as of Feb 28, 2026 ↗
Invesco Bloomberg Financial Data Providers ETF Invesco Exchange-Traded Fund Trust II 4,5202.6M $4.71 %0.01 %as of Feb 28, 2026 ↗
Old Westbury Total Equity Fund Old Westbury Funds Inc 4,5062.7M $0.23 %0.01 %as of Apr 30, 2026 ↗
Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust 4,5052.6M $0.11 %0.01 %as of Feb 27, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,4502.6M $0.13 %0.01 %as of Apr 30, 2026 ↗
Inspire Capital Appreciation ETF Northern Lights Fund Trust IV 4,4462.5M $2.87 %0.01 %as of Feb 28, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 4,42822.7M SEK0.07 %0.01 %as of Mar 31, 2026 ↗
Fidelity Founders Fund Fidelity Concord Street Trust 4,2942.5M $1.20 %0.01 %as of Apr 30, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 4,2902.5M $0.13 %0.01 %as of Apr 30, 2026 ↗
Nationwide Loomis All Cap Growth Fund Nationwide Mutual Funds 4,2552.5M $1.12 %0.01 %as of Apr 30, 2026 ↗
SEB USA Exposure SEB Funds AB 4,24021.8M SEK0.08 %0.01 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 4,2342.3M $0.07 %0.01 %as of Mar 31, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 4,1002.3M $0.27 %0.01 %as of Feb 28, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 4,0142.4M $0.02 %0.01 %as of Apr 30, 2026 ↗
AQR Large Cap Momentum Style Fund AQR Funds 3,9872.1M $0.38 %0.01 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 3,9762.4M $0.08 %0.01 %as of Apr 30, 2026 ↗
Penn Series Large Core Growth Fund Penn Series Funds Inc 3,9732.1M $1.86 %0.01 %as of Mar 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 3,9202.3M $0.07 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 3,9002.1M $0.05 %0.01 %as of Mar 31, 2026 ↗
Optimum Large Cap Growth Fund Optimum Fund Trust 3,8602.1M $0.12 %0.01 %as of Mar 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,8382.1M $0.07 %0.01 %as of Mar 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 3,8012.2M $0.07 %0.01 %as of Feb 28, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 3,7982.2M $0.07 %0.01 %as of Apr 30, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 3,7522M $0.09 %0.01 %as of Mar 31, 2026 ↗
VanEck Morningstar SMID Moat ETF VanEck ETF Trust 3,7482M $0.63 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 3,7362.1M $0.07 %0.01 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 3,7232.1M $0.06 %0.01 %as of Feb 28, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP EQUITY FUND Capitol Series Trust 3,6882M $1.46 %0.01 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 3,6602M $0.24 %0.01 %as of Mar 31, 2026 ↗
First Trust Large Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,6472.2M $0.17 %0.01 %as of Apr 30, 2026 ↗
Buffalo Growth Fund Buffalo Funds 3,6151.9M $1.21 %0.00 %as of Mar 31, 2026 ↗
Nomura VIP Growth Equity Series Delaware VIP Trust 3,5951.9M $1.85 %0.00 %as of Mar 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,5611.9M $0.30 %0.00 %as of Mar 31, 2026 ↗
DWS Enhanced Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 3,5322M $0.71 %0.00 %as of Feb 28, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 3,5321.9M $0.39 %0.00 %as of Mar 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 3,5202M $0.29 %0.00 %as of Feb 28, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,5172M $0.05 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 3,4612M $0.04 %0.00 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,3921.8M $0.03 %0.00 %as of Mar 31, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 3,3681.8M $0.07 %0.00 %as of Mar 31, 2026 ↗
Shelton Equity Income Fund SHELTON FUNDS 3,3001.9M $0.18 %0.00 %as of Feb 28, 2026 ↗
Disciplined Growth Fund American Century Quantitative Equity Funds, Inc. 3,2471.8M $0.43 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,2431.7M $0.06 %0.00 %as of Mar 31, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 3,2241.9M $0.07 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 3,1681.7M $0.07 %0.00 %as of Mar 31, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 3,1531.7M $0.07 %0.00 %as of Mar 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 3,1511.9M $0.07 %0.00 %as of Apr 30, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 3,1371.7M $0.07 %0.00 %as of Mar 31, 2026 ↗
LVIP American Century Capital Appreciation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,0741.7M $0.39 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 3,0721.8M $0.06 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 3,0581.6M $0.39 %0.00 %as of Mar 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 3,0431.6M $0.07 %0.00 %as of Mar 31, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 3,0381.6M $0.07 %0.00 %as of Mar 31, 2026 ↗
JNL Multi-Manager Alternative Fund JNL Series Trust 3,0151.6M $0.17 %0.00 %as of Mar 31, 2026 ↗
AST Multi-Asset Diversified Portfolio Advanced Series Trust 3,0001.6M $0.03 %0.00 %as of Mar 31, 2026 ↗
LargeCap Growth Fund I Principal Funds, Inc 2,9321.7M $0.03 %0.00 %as of Apr 30, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 2,9091.6M $0.06 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 2,9081.7M $0.07 %0.00 %as of Apr 30, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 2,9041.6M $0.06 %0.00 %as of Mar 31, 2026 ↗
Baron Financials ETF Baron ETF Trust 2,8961.6M $3.40 %0.00 %as of Mar 31, 2026 ↗
The Growth Fund COMMERCE FUNDS 2,8851.7M $0.89 %0.00 %as of Apr 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 2,8061.5M $0.07 %0.00 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,8011.5M $0.10 %0.00 %as of Mar 31, 2026 ↗
State Farm Balanced Fund Advisers Investment Trust 2,8001.5M $0.06 %0.00 %as of Mar 31, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 2,7811.5M $0.07 %0.00 %as of Mar 31, 2026 ↗
iShares Global Financials ETF iShares Trust 2,7801.5M $0.29 %0.00 %as of Mar 31, 2026 ↗
BlackRock Tactical Opportunities Fund BlackRock Funds 2,7031.6M $0.03 %0.00 %as of Apr 30, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 2,7001.5M $0.07 %0.00 %as of Mar 31, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 2,6321.4M $0.07 %0.00 %as of Mar 31, 2026 ↗
Timothy Plan Aggressive Growth Fund TIMOTHY PLAN 2,6191.4M $1.21 %0.00 %as of Mar 31, 2026 ↗
Virtus KAR Mid-Cap ETF Virtus ETF Trust II 2,6161.5M $3.52 %0.00 %as of Apr 30, 2026 ↗
Hartford Multifactor US Equity ETF Lattice Strategies Trust 2,6051.5M $0.26 %0.00 %as of Apr 30, 2026 ↗
The MidCap Growth Fund COMMERCE FUNDS 2,6001.5M $1.19 %0.00 %as of Apr 30, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 2,5481.4M $0.41 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Research Market Neutral Fund JPMorgan Trust I 2,5321.5M $0.45 %0.00 %as of Apr 30, 2026 ↗
MoA Mid Cap Growth Fund MoA Funds Corp 2,5291.4M $1.33 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 2,4551.4M $0.07 %0.00 %as of Feb 28, 2026 ↗
LVIP American Century Disciplined Core Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,4391.3M $0.53 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust 2,4341.4M $0.41 %0.00 %as of Feb 28, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 2,4321.4M $0.02 %0.00 %as of Feb 28, 2026 ↗
VY(R) MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO Voya Investors Trust 2,4061.3M $1.98 %0.00 %as of Mar 31, 2026 ↗
Tema Durable Quality ETF Tema ETF Trust 2,3971.4M $2.83 %0.00 %as of Feb 28, 2026 ↗
NYLI S&P 500 Index Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 2,3921.4M $0.07 %0.00 %as of Apr 30, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 2,3671.3M $0.07 %0.00 %as of Mar 31, 2026 ↗
MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II 2,3351.3M $0.46 %0.00 %as of Mar 31, 2026 ↗
BlackRock Multi-Asset Income Portfolio BlackRock Funds II 2,3311.4M $0.01 %0.00 %as of Apr 30, 2026 ↗
NYLI PineStone Global Equity Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 2,2941.4M $3.15 %0.00 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,2821.3M $0.03 %0.00 %as of Apr 30, 2026 ↗
Victory Pioneer Select Mid Cap Growth VCT Portfolio Victory Variable Insurance Funds II 2,2281.2M $1.23 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,2161.2M $0.03 %0.00 %as of Mar 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 2,2061.3M $0.07 %0.00 %as of Apr 30, 2026 ↗
Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. 2,1961.2M $0.13 %0.00 %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