MSCI
MSCI INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $540 | $584 | +8% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $540 | $584 | +8% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $540 | $584 | +8% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $540 | $584 | +8% |
| Point72 Asset Management | Q2 2026(8Q snapshot) | 1Q | $562 | $584 | +4% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 6× in & out | Q1 2026 | Q2 2026 | → $562 | +7% |
| D.E. Shaw 2× in & out | Q1 2026 | Q2 2026 | → $562 | +8% |
| Renaissance Technologies 2× in & out | Q2 2025 | Q4 2025 | → $567 | +2% |
| Third Point | Q3 2024 | Q4 2024 | → $592 | +10% |
| Maverick Capital 2× in & out | Q4 2022 | Q3 2024 | → $540 | +15% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at MSCI Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 4, 2026 — the most recent Form 4 on file — not from today.
- Form 40001532601-26-000005Jun 4, 2026
- Form 40002008967-26-000007Jun 2, 2026
- Form 40001781215-26-000015Jun 2, 2026
- Form 40001366334-26-000008Jun 2, 2026
- Form 40001416750-26-000011May 18, 2026
- Form 40001801717-26-000003May 5, 2026
- Form 40001366334-26-000006May 5, 2026
- Form 40001648837-26-000003May 5, 2026
- Form 40001718950-26-000005May 5, 2026
- Form 40002008967-26-000005May 5, 2026
- Form 40001801716-26-000003May 5, 2026
- Form 40001532601-26-000003May 5, 2026
- Form 40001781215-26-000011May 5, 2026
- Form 40001836301-26-000012May 5, 2026
- Form 40001414310-26-000005May 5, 2026
Fundamentals
XBRL · MSCI INC.Annual figures sourced directly from MSCI INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for MSCI Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventApr 23, 2026
- 10-QQuarterly reportApr 21, 2026
- 8-KMaterial eventApr 21, 2026
- 8-KMaterial eventMar 31, 2026
- DEF 14AProxy statementMar 11, 2026
- 10-KAnnual reportFeb 6, 2026
- 8-KMaterial eventJan 28, 2026
- 8-KMaterial eventJan 28, 2026
- 8-KMaterial eventNov 17, 2025
- 8-KFORM 8-KNov 6, 2025
- 10-QQuarterly reportOct 28, 2025
- 8-KMaterial eventOct 28, 2025
- 8-KMaterial eventSep 8, 2025
- 8-KFORM 8-KAug 20, 2025
- 8-KFORM 8-KAug 8, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $562 | $584 | +4% |
| D.E. Shaw | Q1 2026 | Q2 2026 | $519 | $562 | +8% |
| Bridgewater Associates | Q1 2026 | Q2 2026 | $524 | $562 | +7% |
| Renaissance Technologies | Q2 2025 | Q4 2025 | $557 | $567 | +2% |
| Renaissance Technologies | Q4 2024 | Q1 2025 | $597 | $561 | -6% |
| Citadel Advisors | Q3 2024 | open | $540 | $584 | +8% |
| Two Sigma Investments | Q3 2024 | open | $540 | $584 | +8% |
| Third Point | Q3 2024 | Q4 2024 | $540 | $592 | +10% |
| D.E. Shaw | Q3 2024 | Q4 2025 | $540 | $561 | +4% |
| AQR Capital Management | Q3 2024 | open | $540 | $584 | +8% |
| Millennium Management | Q3 2024 | open | $540 | $584 | +8% |
| Maverick Capital | Q4 2022 | Q3 2024 | $472 | $540 | +15% |
| Bridgewater Associates | Q2 2022 | Q4 2022 | $389 | $489 | +26% |
| Bridgewater Associates | Q4 2021 | Q1 2022 | $619 | $506 | -18% |
| Maverick Capital | Q3 2020 | Q2 2022 | $335 | $381 | +14% |
| Bridgewater Associates | Q1 2019 | Q2 2019 | $162 | $204 | +26% |
| Bridgewater Associates | Q1 2018 | Q2 2018 | $128 | $145 | +13% |
| Bridgewater Associates | Q1 2014 | Q4 2014 | $37 | $42 | +14% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.