MSCI Stock Ownership Activity

MSCI INC 13F holders

5 value investing gurus have made changes to the MSCI INC (MSCI) position according to the gurus' latest SEC quarterly report(s). MSCI has been bought (as a new position) by 2 guru(s), the number of MSCI shares has been increased by 1, decreased by 2 super investor(s).

Which gurus or hedge funds are buying MSCI now?

According to the latest SEC filing(s) MSCI INC (MSCI) has been bought by 3 gurus: Nicolai Tangen - AKO Capital (new buy), Eric H. Schoenstein - Jensen Investment Management (new buy) and Nathaniel Simons - Meritage Group (added shares +3.3%).

To see more about who is investing in MSCI INC (MSCI), please go to the MSCI ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2024 Q1 (1 result)
Eric H. Schoenstein
Jensen Investment Management
buy
+6,130
+0.03%
0.03%
Current price: $473.69 15.48% Reported price*: $560.45
2023 Q4 (4 results)
Nicolai Tangen
AKO Capital
buy
+91,012
+0.73%
0.73%
Nathaniel Simons
Meritage Group
+3.30%
+15
+0.00%
0.01%
Terry Smith
Fundsmith
-1.29%
-2,704
-0.01%
0.49%
David M. Polen
Polen Capital Management
-2.92%
-4,062
-0.01%
0.18%
Current price: $473.69 16.25% AVG reported price*: $565.62
2023 Q3 (4 results)
David M. Polen
Polen Capital Management
buy
+139,245
+0.19%
0.19%
Terry Smith
Fundsmith
-0.69%
-1,448
-0.00%
0.49%
Henry Ellenbogen
Durable Capital Partners
-14.02%
-95,118
-0.45%
2.74%
Nathaniel Simons
Meritage Group
-22.39%
-131
-0.00%
0.01%
Current price: $473.69 7.68% AVG reported price*: $513.11
2023 Q2 (2 results)
Nathaniel Simons
Meritage Group
buy
+585
+0.01%
0.01%
Henry Ellenbogen
Durable Capital Partners
-44.85%
-551,839
-2.27%
2.79%
Current price: $473.69 0.85% AVG reported price*: $469.69
2023 Q1 (2 results)
Henry Ellenbogen
Durable Capital Partners
-10.31%
-141,485
-0.74%
6.47%
Nathaniel Simons
Meritage Group
-100.00%
-453
-0.01%
0.00%
Current price: $473.69 15.37% AVG reported price*: $559.69
2022 Q4 (3 results)
Nathaniel Simons
Meritage Group
buy
+453
+0.01%
0.00%
Terry Smith
Fundsmith
-0.11%
-234
-0.00%
0.45%
Henry Ellenbogen
Durable Capital Partners
-15.55%
-252,559
-1.22%
6.63%
Current price: $473.69 1.79% AVG reported price*: $465.37
2022 Q3 (2 results)
Henry Ellenbogen
Durable Capital Partners
+7.73%
+116,521
+0.54%
7.53%
Terry Smith
Fundsmith
+1.17%
+2,447
+0.00%
0.42%
Current price: $473.69 12.30% AVG reported price*: $421.79
2022 Q2 (3 results)
Henry Ellenbogen
Durable Capital Partners
+24.80%
+299,637
+1.42%
7.14%
Terry Smith
Fundsmith
-0.90%
-1,896
-0.00%
0.38%
David M. Polen
Polen Capital Management
-100.00%
-856,456
-1.14%
0.00%
Current price: $473.69 14.93% AVG reported price*: $412.15
2022 Q1 (3 results)
Henry Ellenbogen
Durable Capital Partners
+26.31%
+251,686
+1.11%
5.33%
Terry Smith
Fundsmith
+0.01%
+29
+0.00%
0.36%
David M. Polen
Polen Capital Management
-39.52%
-559,577
-0.55%
0.00%
Current price: $473.69 5.80% AVG reported price*: $502.88
2021 Q4 (3 results)
Henry Ellenbogen
Durable Capital Partners
+7.49%
+66,653
+0.32%
4.58%
David M. Polen
Polen Capital Management
+2.35%
+32,539
+0.03%
1.46%
Terry Smith
Fundsmith
+0.21%
+451
+0.00%
0.32%
Current price: $473.69 22.69% AVG reported price*: $612.69
2021 Q3 (2 results)
David M. Polen
Polen Capital Management
+0.80%
+10,921
+0.01%
1.54%
Terry Smith
Fundsmith
+0.36%
+758
+0.00%
0.35%
Current price: $473.69 22.13% AVG reported price*: $608.34
2021 Q2 (3 results)
Henry Ellenbogen
Durable Capital Partners
+14.32%
+111,444
+0.44%
3.50%
Terry Smith
Fundsmith
+0.55%
+1,149
+0.00%
0.31%
David M. Polen
Polen Capital Management
+0.38%
+5,158
+0.01%
1.40%
Current price: $473.69 11.14% AVG reported price*: $533.08
2021 Q1 (3 results)
Henry Ellenbogen
Durable Capital Partners
+10.59%
+74,541
+0.26%
2.76%
Terry Smith
Fundsmith
+0.42%
+876
+0.00%
0.28%
David M. Polen
Polen Capital Management
-24.93%
-454,070
-0.43%
1.29%
Current price: $473.69 12.98% AVG reported price*: $419.28
2020 Q4 (3 results)
Henry Ellenbogen
Durable Capital Partners
+11.15%
+70,645
+0.28%
2.79%
David M. Polen
Polen Capital Management
+0.97%
+17,466
+0.02%
1.89%
Terry Smith
Fundsmith
+0.12%
+247
+0.00%
0.31%
Current price: $473.69 6.08% AVG reported price*: $446.53
2020 Q3 (2 results)
Henry Ellenbogen
Durable Capital Partners
-6.45%
-43,670
-0.17%
2.49%
David M. Polen
Polen Capital Management
-24.55%
-587,140
-0.56%
1.72%
Current price: $473.69 32.77% AVG reported price*: $356.78
2020 Q2 (3 results)
Henry Ellenbogen
Durable Capital Partners
+70.92%
+280,909
+1.17%
2.81%
David M. Polen
Polen Capital Management
+10.38%
+224,837
+0.23%
2.41%
Terry Smith
Fundsmith
+1.52%
+3,114
+0.00%
0.30%
Current price: $473.69 41.90% AVG reported price*: $333.82
2020 Q1 (3 results)
Henry Ellenbogen
Durable Capital Partners
buy
+396,073
+2.33%
2.33%
David M. Polen
Polen Capital Management
+2.52%
+53,342
+0.07%
2.72%
Terry Smith
Fundsmith
+2.15%
+4,306
+0.01%
0.33%
Current price: $473.69 63.93% AVG reported price*: $288.96
2019 Q4 (1 result)
David M. Polen
Polen Capital Management
+2.03%
+42,134
+0.04%
2.15%
Current price: $473.69 83.47% Reported price*: $258.18
2019 Q3 (2 results)
David M. Polen
Polen Capital Management
buy
+2,070,846
+2.08%
2.08%
Terry Smith
Fundsmith
+2.72%
+5,300
+0.01%
0.22%
Current price: $473.69 117.54% AVG reported price*: $217.75
2019 Q2 (1 result)
Terry Smith
Fundsmith
+3.10%
+5,850
+0.01%
0.24%
Current price: $473.69 98.37% Reported price*: $238.79
50 of 73

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.