Whale Analyzer
MSCI Institutional Holders and 13F Ownership
Compare 11 tracked holders of MSCI, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Viking Global Investors, Baillie Gifford & Co, Polen Capital Management, and Edgewood Management LLC.
Continue to the live MSCI dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Viking Global Investors 13F holdings | $650.0M | 1.2M | New | 2026-06-30 |
| Baillie Gifford & Co 13F holdings | $445.9M | 796.2K | Reduced | 2026-06-30 |
| Polen Capital Management 13F holdings | $376.2M | 671.8K | Reduced | 2026-06-30 |
| Edgewood Management LLC 13F holdings | $371.9M | 664.1K | Reduced | 2026-06-30 |
| Generation Investment Management 13F holdings | $301.5M | 538.3K | Increased | 2026-06-30 |
| Markel Group 13F holdings | $76.9M | 142.8K | Held | 2026-09-30 |
| National Pension Service 13F holdings | $66.0M | 117.8K | Reduced | 2026-06-30 |
| Fundsmith Equity Fund 13F holdings | $30.0M | 53.6K | Reduced | 2026-06-30 |
| Bridgewater Associates 13F holdings | $9.8M | 17.4K | New | 2026-06-30 |
| Yacktman Asset Management 13F holdings | $5.9M | 11.0K | Increased | 2026-09-30 |
| Jensen Investment Management 13F holdings | $3.6M | 6.4K | Reduced | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Viking Global Investors SEC filing (0001103804-26-000006) · report date 2026-06-30
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Polen Capital Management SEC filing (0001172661-26-003035) · report date 2026-06-30
- Edgewood Management LLC SEC filing (0001062993-26-004244) · report date 2026-06-30
- Generation Investment Management SEC filing (0001752724-26-000044) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Fundsmith Equity Fund SEC filing (0001569205-26-000012) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Yacktman Asset Management SEC filing (0000905567-26-000005) · report date 2026-09-30
- Jensen Investment Management SEC filing (0001171200-26-000010) · report date 2026-06-30
Tracked-sample concentration
Reported position value for MSCI is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 27.8% of aggregate reported value in this sample
- Top 5 tracked holders: 91.8% of aggregate reported value in this sample
- Top 10 tracked holders: 99.8% of aggregate reported value in this sample
Whale activity this quarter
Across 11 tracked holders, 6 reduced, 4 increased, 1 held. Net positioning is net selling.
- Viking Global Investors ($650.0M) · modeled avg cost estimate $544.56
- Baillie Gifford & Co ($445.9M) (▼ 6.6% qoq shares) · modeled avg cost estimate $548.50
- Polen Capital Management ($376.2M) (▼ 27.7% qoq shares)
- Edgewood Management LLC ($371.9M) (▼ 52.6% qoq shares) · modeled avg cost estimate $287.09
- Generation Investment Management ($301.5M) (▲ 7.2% qoq shares) · modeled avg cost estimate $549.81
- Markel Group ($76.9M) (→ 0.0% qoq shares) · modeled avg cost estimate $95.56
- National Pension Service ($66.0M) (▼ 2.1% qoq shares) · modeled avg cost estimate $31.02
- Fundsmith Equity Fund ($30.0M) (▼ 17.3% qoq shares)
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 8 covered tracked holders is $460.25 versus a current price of $641.01, so MSCI trades above that estimate (+39.3%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Financials
MSCI sits within the Financials sector alongside 139 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live MSCI dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on MSCI with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns MSCI stock?
Whale Analyzer tracks 11 public-disclosure holders of MSCI with a combined reported value of $2.34B. See the holder table above for the largest tracked positions.
Which top funds are buying MSCI?
Tracked holders were net selling last quarter — 6 reduced, 4 increased, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked MSCI sample?
The top five tracked holders account for 91.8% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does MSCI compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 8 covered tracked holders is $460.25 versus a current price of $641.01 (+39.3%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for MSCI?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive MSCI dashboard to explore them, or read our 13F Alpha Signals Guide.