AI Holders Summary · Q1 2026

229 institutions reported MSEX in Q1 2026. BlackRock, Inc. leads at 23.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$157M3.0M0.00%Q1 2026 02

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$91M1.7M0.06%Q1 2026 03

Neuberger Berman Group LLC

CIK 0001465109

$81M1.5M0.06%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$58M1.1M0.00%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$43M828K0.00%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$39M744K0.00%Q1 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$25M488K0.00%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$24M470K0.00%Q1 2026 09

Legal & General Group Plc

CIK 0000764068

$21M406K0.00%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$18M346K0.00%Q1 2026 11

Invesco Ltd.

CIK 0000914208

$15M291K0.00%Q1 2026 12

Ledgewood Wealth Advisors, LLC

CIK 0002064043

$14M254K7.57%Q2 2026 13

TSP Capital Management Group, LLC

CIK 0001317208

$11M210K2.67%Q1 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$10M198K0.00%Q1 2026 15

MIROVA

CIK 0001767843

$10M196K0.41%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$10M192K0.00%Q1 2026 17

Zimmer Partners, LP

CIK 0001565854

$9M184K0.24%Q4 2025 18

Thematics Asset Management

CIK 0001956031

$9M171K0.42%Q3 2025 19

Bank of New York Mellon Corp

CIK 0001390777

$9M178K0.00%Q1 2026 20

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$8M147K0.01%Q1 2026

Page 1 of 12

209 more holders available. Log in →