Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s MSCI MSCI Stock Holding History

Jacobs Levy Equity Management’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
Q1 		$767K Sell
1,423
-71
-5% -$40K ﹤0.01% 757
2025
Q4 		$857K Sell
1,494
-3,183
-68% -$1.79M ﹤0.01% 710
2025
Q3 		$2.65M Sell
4,677
-50,110
-91% -$28.3M 0.01% 539
2025
Q2 		$31.6M Sell
54,787
-156,367
-74% -$86.5M 0.12% 162
2025
Q1 		$119M Buy
+211,154
New +$123M 0.47% 48
2024
Q3 		– Sell
-10,968
Closed -$5.28M – 1017
2024
Q2 		$5.28M Sell
10,968
-12,398
-53% -$6.15M 0.02% 444
2024
Q1 		$13.1M Buy
23,366
+375
+2% +$211K 0.06% 259
2023
Q4 		$13M Buy
22,991
+16,571
+258% +$8.55M 0.07% 268
2023
Q3 		$3.29M Buy
6,420
+5,907
+1,151% +$3.1M 0.02% 462
2023
Q2 		$241K Buy
+513
New +$250K ﹤0.01% 911
2018
Q2 		– Sell
-1,470
Closed -$220K – 1065
2018
Q1 		$220K Sell
1,470
-120
-8% -$17.2K ﹤0.01% 911
2017
Q4 		$201K Sell
1,590
-20,975
-93% -$2.62M ﹤0.01% 904
2017
Q3 		$2.64M Buy
22,565
+9,879
+78% +$1.1M 0.05% 376
2017
Q2 		$1.31M Buy
+12,686
New +$1.28M 0.03% 521
2016
Q1 		– Sell
-11,840
Closed -$854K – 1159
2015
Q4 		$854K Hold
11,840
– – 0.02% 466
2015
Q3 		$704K Sell
11,840
-1,760
-13% -$111K 0.01% 534
2015
Q2 		$837K Buy
+13,600
New +$843K 0.02% 489
2014
Q2 		– Sell
-45,990
Closed -$1.98M – 890
2014
Q1 		$1.98M Sell
45,990
-53,290
-54% -$2.32M 0.03% 406
2013
Q4 		$4.34M Buy
+99,280
New +$4.18M 0.07% 315

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Jacobs Levy Equity Management's MSCI Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its MSCI (MSCI) stake by 4.8% in Q1 2026, selling an estimated $40K and leaving 1,423 shares worth $767K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Jacobs Levy Equity Management first reported a position in MSCI in Q4 2013 and has held it in 19 quarters since. The position peaked at $119M in Q1 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Jacobs Levy Equity Management held 1,423 shares of MSCI worth $767K as of Q1 2026.
  • Jacobs Levy Equity Management sold 71 MSCI shares in Q1 2026, an estimated $40K.
  • MSCI made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #757 holding.
  • Jacobs Levy Equity Management first reported a position in MSCI in Q4 2013 and has held it in 19 quarters since.
  • Jacobs Levy Equity Management's MSCI position peaked at $119M in Q1 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.