Polen Capital Management sold 613K shares of MSCI Inc (MSCI) in 2026 Q3, according to the 13F-HR filed with the SEC on November 13, 2026, 91% of the position. What remains is 58.6K shares worth about $31.6M, 0.34% of the portfolio against 3.24% a quarter earlier.
What did the 2026 Q3 filing report for MSCI?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Before | After | |
|---|---|---|
| Shares | 672K | 58.6K |
| Shares sold | -613K (91%) | |
| Reported value | $376M | $31.6M |
| Portfolio weight | 3.24% | 0.34% |
| Rank in portfolio | 31st of 256 |
How much did Polen Capital Management cut MSCI?
Polen Capital Management sold 613K shares of MSCI during 2026 Q3, cutting the stake from 672K to 58.6K. The reported value of the position fell by about $345M, from about $376M to about $31.6M.
Where does MSCI sit in the Polen Capital Management portfolio?
MSCI ranks 31st of 256 stock positions in the Polen Capital Management portfolio at 0.34%, about the fund's average stock position of 0%. The largest stock position is MSFT at 8.55%. Next come NVDA at 7.3% and GOOG at 6.01%. The three largest stocks together are 21.86% of the book. The MSCI cut was the 2nd largest of the quarter's 302 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Polen Capital Management reported 256 stock positions, with 83 opened and 46 closed. The total portfolio value is about $9.21B, down 21% from the prior quarter.
How long has Polen Capital Management held MSCI?
Polen Capital Management first reported MSCI in the quarter ended September 30, 2019. The fund sold out of the name in 2022 Q2 and came back in 2023 Q3. The weight peaked at 3.47% in 2026 Q1. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 28%. Every reported trade is on the Polen Capital Management MSCI trade history page.
Did other funds buy or sell MSCI in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 13, 2026, 2 hold MSCI. Of those, 1 added to the position this quarter and none trimmed it. The largest buyer of MSCI this quarter was Donald Yacktman. Every tracked holder of MSCI is on the MSCI ownership page.
FAQ
How many MSCI shares did Polen Capital Management sell in 2026 Q3?
Polen Capital Management sold 613K shares of MSCI, 91% of the position, leaving 58.6K shares.
What remains of the MSCI position of Polen Capital Management?
Polen Capital Management still holds 58.6K shares of MSCI, worth about $31.6M at September 30, 2026 prices.
How much of the Polen Capital Management portfolio is MSCI now?
MSCI is 0.34% of the Polen Capital Management portfolio, down from 3.24% a quarter earlier.
Did other funds trim MSCI in 2026 Q3?
Among the 2 other tracked funds that hold MSCI, none trimmed it in 2026 Q3 and 1 added to it.