ClearBridge Investments
MSCI icon

ClearBridge Investments’s MSCI MSCI Stock Holding History

ClearBridge Investments’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$143M Sell
255,427
-108,188
-30% -$63.1M 0.12% 173
2026
Q1 		$196M Buy
363,615
+32,599
+10% +$18.4M 0.17% 135
2025
Q4 		$190M Sell
331,016
-73,518
-18% -$41.2M 0.15% 144
2025
Q3 		$230M Sell
404,534
-2,565
-0.6% -$1.45M 0.17% 129
2025
Q2 		$235M Buy
407,099
+29,913
+8% +$16.6M 0.19% 116
2025
Q1 		$213M Buy
377,186
+100,889
+37% +$58.6M 0.19% 125
2024
Q4 		$166M Buy
276,297
+13,360
+5% +$8.02M 0.13% 154
2024
Q3 		$153M Buy
262,937
+255,822
+3,596% +$139M 0.12% 166
2024
Q2 		$3.43M Buy
7,115
+29
+0.4% +$14.4K ﹤0.01% 603
2024
Q1 		$3.97M Buy
7,086
+32
+0.5% +$18K ﹤0.01% 597
2023
Q4 		$3.99M Buy
7,054
+235
+3% +$121K ﹤0.01% 596
2023
Q3 		$3.5M Buy
6,819
+1,024
+18% +$538K ﹤0.01% 563
2023
Q2 		$2.72M Buy
5,795
+3,904
+206% +$1.9M ﹤0.01% 580
2023
Q1 		$1.06M Buy
+1,891
New +$1M ﹤0.01% 643
2019
Q4 		– Sell
-53
Closed -$12K – 1130
2019
Q3 		$12K Buy
+53
New +$12.3K ﹤0.01% 978

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ClearBridge Investments's MSCI Position: Q2 2026 in Review

ClearBridge Investments reduced its MSCI (MSCI) stake by 30% in Q2 2026, selling an estimated $63.1M and leaving 255,427 shares worth $143M. The position accounts for 0.12% of the portfolio, ranked #173.

ClearBridge Investments first reported a position in MSCI in Q3 2019 and has held it in 15 quarters since. The position peaked at $235M in Q2 2025. 850 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • ClearBridge Investments held 255,427 shares of MSCI worth $143M as of Q2 2026.
  • ClearBridge Investments sold 108,188 MSCI shares in Q2 2026, an estimated $63.1M.
  • MSCI made up 0.12% of ClearBridge Investments's portfolio in Q2 2026, its #173 holding.
  • ClearBridge Investments first reported a position in MSCI in Q3 2019 and has held it in 15 quarters since.
  • ClearBridge Investments's MSCI position peaked at $235M in Q2 2025.
  • 850 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.