MSCI Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 1,040 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• MSCI builds and licenses indexes (e.g. the MSCI ACWI, MSCI World) that trillions of dollars in AUM track via ETFs, index funds and derivatives. None of that tracked AUM is an equity stake held BY MSCI; it is licensing revenue for MSCI (Index segment asset-based fees), and the assets belong to third-party asset managers and their clients. This file deliberately excludes all index-tracking AUM from holdings, however large, per the brief's explicit instruction.
• Holdings side searched the FY2025 10-K and Q2 2026 10-Q for 'equity method', 'unconsolidated', 'non-marketable', 'noncontrolling interest', 'joint venture', 'strategic investment', 'minority interest', 'minority investment', 'measurement alternative', 'cost method investment' and 'investments in'. The only substantive hit across both filings was Burgiss (see next note); no current joint venture, no unnamed combined equity-investment balance, and no minority stake in any private-markets, data or climate/ESG venture was found. Holdings is legitimately empty.
• Burgiss (private-markets data business) was once exactly the kind of minority stake this brief looks for, and it is now excluded because MSCI acquired it outright. The FY2025 10-K states that prior to a step acquisition completed 2 October 2023, MSCI's 33.6% ownership interest in Burgiss was classified as an equity-method investment (fair value $353.2 million at the acquisition date, generating a one-time non-taxable $143.0 million remeasurement gain in Q4 2023). Burgiss is now a wholly owned, consolidated operating segment ('Private Assets') and is EXCLUDED from holdings as an ordinary wholly owned subsidiary, consistent with the brief's warning that a minority stake once held may since have been acquired outright.
• Real Capital Analytics (RCA), part of MSCI's Real Assets offerings, and the pending First Street acquisition (expected to close Q3 2026, to be folded into the Sustainability and Climate segment) are both wholly owned/being wholly acquired, not minority equity stakes; likewise the smaller Vantager, Compass, PM Insights and Fabric RQ acquisitions in the Q2 2026 10-Q (aggregate $95.5 million purchase price for the first three) were outright purchases, excluded per the brief's rule that outright acquisitions are not holdings.
• MSCI has a single class of common stock (par value $0.01, one vote per share); no dual-class or founder-control structure. Its 2026 proxy's 5-per-cent-holder table names only two institutions above 5%, both from stale Schedule 13G/A filings (Vanguard, 12.82% per an Apr 2025 13G/A; BlackRock, 8.13% per a Feb 2025 13G/A); both were refreshed here with fresh Q2 2026 13F data per the brief's preference for fresh 13F over stale 13G.
• Vanguard reports MSCI through eight successor entities (parent CIK 0000102909 filed Form 13F-NT, a holdings-free notice, for Q2 2026), each individually fetched and summed to 9,556,343 shares; the same eight-entity successor set was cross-checked against this project's own pre-existing MSCI 13F register aggregation (data/registers/MSCI.json).
• T. Rowe Price reports MSCI at 2 CIKs, both of which state dollar values in THOUSANDS on their info tables; the raw XML values imply an MSCI share price of about $0.56, and rescaling by 1000 recovers an implied $559.94/share, consistent with MSCI's actual price. See the register row's method_note for the full arithmetic.
• Register self-gate, computed per the brief's own formula against the FINAL file (not a draft): members = {Fernandez: 2,256,694} rolled into the officer/director group container. Full-value rows: Vanguard 9,556,343 + BlackRock 5,468,585 + BAMCO 3,211,753 + State Street 3,194,918 + Morgan Stanley 2,128,743 + T. Rowe Price 2,403,866 + Geode 1,950,086 + Fernandez 2,256,694 = 30,170,988. Reduced aggregate row: officer/director group 2,755,787 minus its member Fernandez 2,256,694 = 499,093 residual. Total = 30,170,988 + 499,093 = 30,670,081 shares, or 42.19% of 72,700,000 shares outstanding. This sits toward the top of the brief's typical 25-45% band; the driver is MSCI's unusually small float (72.7 million shares, a large-cap company with a share count more typical of a mid-cap, the product of very large buybacks) concentrating a normal set of large index/active managers into an outsized percentage rather than any mixed instrument, basis error or double count.
• Share basis and thousands check: MSCI's Q2 2026 10-Q balance sheet reports common shares outstanding of 72.7 million at 30 Jun 2026, down from 73.6 million at 31 Dec 2025 (134.5/134.4 million issued less 61.8/60.8 million held in treasury), consistent with the brief's description of large buybacks and no share split; the cover page corroborates 72.7 million shares as of 14 Jul 2026. This is the only precision the filing discloses (rounded to the nearest 100,000); a more granular exact count was not found in the filings checked. Implied price check: 72,700,000 shares x $562.77 (stockanalysis.com close, 18 Aug 2026) = $40,913,379,000, matching stockanalysis.com's reported market cap of approximately $40.91 billion, so no order-of-magnitude scaling error is present despite MSCI's high per-share price.
• No 13F filings: MSCI Inc. itself (CIK 0001408198) does not file Form 13F; it is a ratings/index/analytics company, not an investment manager, so no client-asset exclusion analysis was needed.