MSCI Stock Ownership Activity

MSCI INC 13F holders

4 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 1 guru(s), the number of MSCI shares has been increased by 2, decreased by 1 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: Nathaniel Simons - Meritage Group (new buy), Donald Yacktman - Yacktman Asset Management (added shares +53.31%) and Eric H. Schoenstein - Jensen Investment Management (added shares +19.59%).

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
2025 Q2 (4 results)
Nathaniel Simons
Meritage Group
buy
+311,315
+4.92%
4.92%
Donald Yacktman
Yacktman Asset Management
+53.31%
+3,790
+0.03%
0.08%
Eric H. Schoenstein
Jensen Investment Management
+19.59%
+1,810
+0.01%
0.07%
David M. Polen
Polen Capital Management
-6.78%
-126,749
-0.22%
3.08%
Current price: $567.27 1.64% AVG reported price*: $576.74
2025 Q1 (3 results)
David M. Polen
Polen Capital Management
-8.07%
-164,100
-0.29%
3.32%
Eric H. Schoenstein
Jensen Investment Management
-10.72%
-1,110
-0.01%
0.06%
Nicolai Tangen
AKO Capital
-100.00%
-208,903
-1.63%
0.00%
Current price: $567.27 0.31% AVG reported price*: $565.50
2024 Q4 (4 results)
Dev Kantesaria
Valley Forge Capital Management
buy
+59,700
+0.79%
0.79%
Nicolai Tangen
AKO Capital
+1.36%
+2,807
+0.02%
0.00%
David M. Polen
Polen Capital Management
-8.80%
-196,055
-0.32%
3.29%
Henry Ellenbogen
Durable Capital Partners
-100.00%
-180,610
-0.86%
0.00%
Current price: $567.27 5.46% AVG reported price*: $600.01
2024 Q3 (6 results)
David M. Polen
Polen Capital Management
+35.01%
+577,843
+0.87%
3.35%
Eric H. Schoenstein
Jensen Investment Management
+11.65%
+1,080
+0.01%
0.05%
Henry Ellenbogen
Durable Capital Partners
-42.95%
-135,989
-0.58%
0.00%
Nicolai Tangen
AKO Capital
-55.36%
-255,586
-1.94%
1.57%
Stuart Mclaughlin
Triple Frond Partners
-100.00%
-57,920
-3.61%
0.00%
Daniel Loeb
Third Point
-100.00%
-150,000
-0.97%
0.00%
Current price: $567.27 2.69% AVG reported price*: $582.93
2024 Q2 (9 results)
Daniel Loeb
Third Point
buy
+150,000
+0.83%
0.00%
Stuart Mclaughlin
Triple Frond Partners
buy
+57,920
+3.27%
0.00%
Donald Yacktman
Yacktman Asset Management
buy
+7,110
+0.03%
0.03%
David M. Polen
Polen Capital Management
+1,113.07%
+1,514,394
+1.83%
1.99%
Eric H. Schoenstein
Jensen Investment Management
+51.22%
+3,140
+0.01%
0.04%
Nicolai Tangen
AKO Capital
+4.74%
+20,898
+0.14%
3.06%
Terry Smith
Fundsmith
-3.05%
-5,240
-0.01%
0.33%
Henry Ellenbogen
Durable Capital Partners
-43.37%
-242,478
-0.96%
1.25%
Nathaniel Simons
Meritage Group
-100.00%
-379
-0.01%
0.00%
Current price: $567.27 17.75% AVG reported price*: $481.75
2024 Q1 (6 results)
Eric H. Schoenstein
Jensen Investment Management
buy
+6,130
+0.03%
0.03%
Nicolai Tangen
AKO Capital
+384.31%
+349,772
+2.78%
3.50%
David M. Polen
Polen Capital Management
+0.55%
+750
+0.00%
0.18%
Henry Ellenbogen
Durable Capital Partners
-4.18%
-24,361
-0.11%
2.43%
Terry Smith
Fundsmith
-17.04%
-35,306
-0.08%
0.38%
Nathaniel Simons
Meritage Group
-19.19%
-90
-0.00%
0.00%
Current price: $567.27 1.22% AVG 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
-2.83%
-3,939
-0.01%
0.18%
Current price: $567.27 0.29% 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: $567.27 10.55% 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: $567.27 20.78% 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: $567.27 1.35% 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: $567.27 21.95% AVG reported price*: $465.17
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: $567.27 34.49% AVG reported price*: $421.79
49 of 104

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.