As of the latest SEC filings, MSCI Inc. (MSCI) is held by 767 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,195,021,822.68 in market value, representing 0.06% of its portfolio.
Funds holding MSCI Inc. (MSCI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MSCI
- CIK:
- 0001408198
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $1,195,021,822.68 | 2,217,068 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.07% | $1,005,967,838.25 | 1,866,325 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.41% | $812,520,383.31 | 1,507,431 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.07% | $546,813,009.33 | 956,251 | Feb 28, 2026 | Apr 24, 2026 |
|
PMAQX
MidCap Fund
|
MF | Independent / Boutique | 2.06% | $519,394,595.71 | 878,231 | Apr 30, 2026 | Jun 25, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.07% | $509,451,769.62 | 945,162 | Mar 31, 2026 | May 28, 2026 |
|
BPTRX
Baron Partners Fund
|
MF | Independent / Boutique | 4.67% | $484,300,485.00 | 898,500 | Mar 31, 2026 | May 22, 2026 |
|
BGRFX
BARON GROWTH FUND
|
MF | Independent / Boutique | 18.43% | $481,551,534.00 | 893,400 | Mar 31, 2026 | May 22, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.07% | $460,199,730.87 | 853,787 | Mar 31, 2026 | May 28, 2026 |
|
VIGRX
VANGUARD GROWTH INDEX FUND
|
ETF | Vanguard | 0.14% | $447,467,775.66 | 830,166 | Mar 31, 2026 | May 28, 2026 |
|
PAMCX
T. Rowe Price Mid-Cap Growth Fund, Inc.
|
MF | T. Rowe Price | 1.65% | $372,499,030.80 | 691,080 | Mar 31, 2026 | May 28, 2026 |
|
EGFFX
Edgewood Growth Fund
|
MF | Independent / Boutique | 4.83% | $298,698,320.60 | 554,161 | Mar 31, 2026 | May 27, 2026 |
|
VMGIX
VANGUARD MID-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.98% | $286,165,260.09 | 530,909 | Mar 31, 2026 | May 28, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.56% | $268,336,965.33 | 497,833 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.20% | $243,704,684.34 | 412,074 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.07% | $223,285,431.51 | 414,251 | Mar 31, 2026 | May 28, 2026 |
|
BFGFX
Baron Focused Growth Fund
|
MF | Independent / Boutique | 5.54% | $214,148,673.00 | 397,300 | Mar 31, 2026 | May 22, 2026 |
|
VWUAX
VANGUARD U.S. GROWTH FUND
|
MF | Vanguard | 0.44% | $193,681,680.15 | 338,705 | Feb 28, 2026 | Apr 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.21% | $182,541,653.55 | 308,655 | Apr 30, 2026 | Jun 29, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.18% | $166,263,684.71 | 281,131 | Apr 30, 2026 | Jun 26, 2026 |
|
OSGIX
JPMorgan Mid Cap Growth Fund
|
MF | JPMorgan | 1.38% | $157,608,680.04 | 292,404 | Mar 31, 2026 | May 29, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.31% | $156,252,296.23 | 264,203 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.30% | $146,867,827.77 | 272,477 | Mar 31, 2026 | May 28, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 0.68% | $126,969,195.60 | 235,560 | Mar 31, 2026 | May 28, 2026 |
|
WLGAX
Nomura Large Cap Growth Fund
|
MF | Independent / Boutique | 1.77% | $103,402,600.38 | 191,838 | Mar 31, 2026 | May 28, 2026 |
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