MSCI Institutional Holdings

Name: MSCI (MSCI) Institutional Holdings — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

MSCI · SEC 13F

2,043 institutions hold MSCI, totaling 1.14B shares ($101.6B）.
As of 2026Q1 · SEC EDGAR 13F

Quarterly Changes

2025Q4 → 2026Q1

↑ New Positions (5)

VANGUARD CAPITAL MANAGEMENT LLC $5.0B

VANGUARD PORTFOLIO MANAGEMENT LLC $2.2B

HSBC HOLDINGS PLC $923M

STOREBRAND ASSET MANAGEMENT AS $357M

PointState Capital LP $305M

↑ Increased (5)

PEAK6 LLC +8623695.1%

Migdal Insurance & Financial Holdings Ltd. +2492027.2%

Truxt Investmentos Ltda. +92089.8%

SPX Gestao de Recursos Ltda +47957.6%

VAN ECK ASSOCIATES CORP +26475.0%

↓ Decreased (5)

IMA Advisory Services, Inc. -100.0%

TIAA TRUST, NATIONAL ASSOCIATION -100.0%

HALBERT HARGROVE GLOBAL ADVISORS, LLC -100.0%

BARTLETT & CO. WEALTH MANAGEMENT LLC -100.0%

First Command Advisory Services, Inc. -100.0%

↓ Exited Positions (5)

PNC Financial Services Group, Inc. $8.0B

VANGUARD GROUP INC $5.4B

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management $1.1B

Orgel Wealth Management, LLC $875M

Haverford Trust Co $855M

All Holders (Top 100)

Rank	Institution	Shares	Value
1	MORGAN STANLEY	127.2M	$9.6B
2	GOLDMAN SACHS GROUP INC	137.7M	$6.8B
3	VANGUARD CAPITAL MANAGEMENT LLC	9.3M	$5.0B
4	BlackRock, Inc.	36.4M	$4.9B
5	BARCLAYS PLC	30.3M	$3.5B
6	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	9.9M	$2.8B
7	BANK OF AMERICA CORP /DE/	27.2M	$2.4B
8	VANGUARD PORTFOLIO MANAGEMENT LLC	4.0M	$2.2B
9	STATE STREET CORP	3.6M	$1.7B
10	State of Tennessee, Department of Treasury	22.3M	$1.7B
11	UBS Group AG	22.2M	$1.7B
12	Varma Mutual Pension Insurance Co	59.4M	$1.6B
13	BAMCO INC /NY/	2.7M	$1.5B
14	WIT, LLC	22.4M	$1.4B
15	JPMORGAN CHASE & CO	23.4M	$1.4B
16	Danmarks Nationalbank	18.2M	$1.2B
17	BANK OF KOREA	14.0M	$1.2B
18	GEODE CAPITAL MANAGEMENT, LLC	3.2M	$1.2B
19	ROYAL BANK OF CANADA	16.4M	$1.1B
20	BNP PARIBAS FINANCIAL MARKETS	13.4M	$1.1B
21	FMR LLC	14.8M	$1.1B
22	Provida Pension Fund Administrator	15.9M	$957M
23	HSBC HOLDINGS PLC	7.3M	$923M
24	Fisher Asset Management, LLC	23.6M	$920M
25	Matson Money. Inc.	7.8M	$768M
26	EDGEWOOD MANAGEMENT LLC	1.4M	$756M
27	PRINCIPAL FINANCIAL GROUP INC	1.4M	$727M
28	NORTHERN TRUST CORP	5.5M	$646M
29	Rafferty Asset Management, LLC	6.3M	$642M
30	Bank of Finland	8.2M	$602M
31	Stairway Partners, LLC	7.4M	$574M
32	NORGES BANK	954K	$539M
33	Fiera Capital Corp	982K	$529M
34	PineStone Asset Management Inc.	977K	$526M
35	POLEN CAPITAL MANAGEMENT LLC	1.1M	$512M
36	Nationwide Fund Advisors	6.2M	$484M
37	CITADEL ADVISORS LLC	1.9M	$475M
38	Invesco Ltd.	2.5M	$475M
39	LPL Financial LLC	9.0M	$464M
40	Mitsubishi UFJ Asset Management Co., Ltd.	857K	$462M
41	BAILLIE GIFFORD & CO	852K	$459M
42	TWO SIGMA INVESTMENTS, LP	2.6M	$449M
43	BANK OF NOVA SCOTIA	7.4M	$445M
44	ENVESTNET ASSET MANAGEMENT INC	9.5M	$445M
45	TD Asset Management Inc	5.9M	$445M
46	WELLS FARGO & COMPANY/MN	5.9M	$434M
47	JANE STREET GROUP, LLC	4.0M	$430M
48	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7.7M	$418M
49	AMERIPRISE FINANCIAL INC	7.6M	$405M
50	Hackensack Meridian Health, Inc.	4.6M	$391M
51	WELLINGTON MANAGEMENT GROUP LLP	2.4M	$384M
52	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1.1M	$366M
53	STOREBRAND ASSET MANAGEMENT AS	640K	$357M
54	MILLENNIUM MANAGEMENT LLC	889K	$357M
55	AQR CAPITAL MANAGEMENT LLC	690K	$354M
56	Temasek Holdings (Private) Ltd	2.2M	$353M
57	FIL Ltd	4.5M	$346M
58	SCHRODER INVESTMENT MANAGEMENT GROUP	3.2M	$325M
59	Longview Partners (Guernsey) LTD	587K	$317M
60	CITIGROUP INC	3.2M	$307M
61	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	566K	$305M
62	PointState Capital LP	4.1M	$305M
63	Legal & General Group Plc	1.2M	$304M
64	APPALOOSA LP	2.4M	$295M
65	Bank of New York Mellon Corp	1.4M	$294M
66	Mass General Brigham, Inc	2.2M	$293M
67	Phoenix Financial Ltd.	6.1M	$283M
68	GENERATION INVESTMENT MANAGEMENT LLP	502K	$271M
69	Rector, Church-Wardens & Vestrymen of Trinity Church in the City of New-York	1.8M	$256M
70	Allspring Global Investments Holdings, LLC	5.3M	$256M
71	COLDSTREAM CAPITAL MANAGEMENT INC	5.9M	$253M
72	Bank Julius Baer & Co. Ltd, Zurich	6.5M	$252M
73	BANQUE PICTET & CIE SA	1.1M	$246M
74	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1.0M	$245M
75	Amundi	1.2M	$241M
76	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4.0M	$238M
77	Korea Investment CORP	6.0M	$237M
78	DEUTSCHE BANK AG\	769K	$234M
79	Bridgewater Associates, LP	2.0M	$232M
80	OLD MISSION CAPITAL LLC	3.3M	$227M
81	VANGUARD FIDUCIARY TRUST CO	415K	$224M
82	Meritage Group LP	406K	$219M
83	P/E Global LLC	1.6M	$215M
84	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	2.2M	$202M
85	Clearbridge Investments, LLC	374K	$197M
86	BANK OF MONTREAL /CAN/	2.7M	$195M
87	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	3.9M	$194M
88	Jordan Park Group LLC	5.2M	$190M
89	NORDEA INVESTMENT MANAGEMENT AB	342K	$182M
90	AMERICAN CENTURY COMPANIES INC	466K	$181M
91	Migdal Insurance & Financial Holdings Ltd.	1.4M	$173M
92	M&G PLC	2.3M	$170M
93	PARTNERS CAPITAL INVESTMENT GROUP, LLP	3.7M	$162M
94	NEUBERGER BERMAN GROUP LLC	311K	$161M
95	RAYMOND JAMES FINANCIAL INC	2.7M	$159M
96	Robeco Institutional Asset Management B.V.	294K	$158M
97	Brevan Howard Capital Management LP	3.4M	$154M
98	UNITED CAPITAL FINANCIAL ADVISORS, LLC	3.4M	$154M
99	OSAIC HOLDINGS, INC.	3.1M	$152M
100	DIMENSIONAL FUND ADVISORS LP	281K	$151M

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Data source: SEC EDGAR Form 13F · Updated 2026-07-09