MSCI Stock Ownership Activity

MSCI INC 13F holders

6 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, completely sold out by 1 guru(s), the number of MSCI shares has been decreased by 4 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 Li Lu - Himalaya Capital Management (new buy).

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
2026 Q1 (6 results)
Li Lu
Himalaya Capital Management
buy
+18,939
+0.32%
0.32%
Nathaniel Simons
Meritage Group
-12.97%
-60,533
-1.23%
8.26%
Eric H. Schoenstein
Jensen Investment Management
-21.32%
-2,100
-0.02%
0.08%
David M. Polen
Polen Capital Management
-30.17%
-401,576
-1.50%
3.47%
Terry Smith
Fundsmith
-61.12%
-101,831
-0.43%
0.27%
Dev Kantesaria
Valley Forge Capital Management
-100.00%
-60,770
-1.03%
0.00%
Current price: $613.58 13.83% AVG reported price*: $539.01
2025 Q4 (4 results)
Nathaniel Simons
Meritage Group
+12.35%
+51,309
+0.92%
8.33%
Dev Kantesaria
Valley Forge Capital Management
+1.79%
+1,070
+0.01%
0.00%
Eric H. Schoenstein
Jensen Investment Management
-10.86%
-1,200
-0.01%
0.09%
David M. Polen
Polen Capital Management
-15.96%
-252,854
-0.62%
3.26%
Current price: $613.58 6.95% AVG reported price*: $573.73
2025 Q3 (2 results)
Nathaniel Simons
Meritage Group
+33.40%
+103,993
+1.68%
6.73%
David M. Polen
Polen Capital Management
-9.04%
-157,450
-0.29%
2.92%
Current price: $613.58 8.14% AVG reported price*: $567.41
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: $613.58 6.39% 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: $613.58 8.50% 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: $613.58 2.26% 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: $613.58 5.26% AVG reported price*: $582.93
2024 Q2 (9 results)
Stuart Mclaughlin
Triple Frond Partners
buy
+57,920
+3.27%
0.00%
Donald Yacktman
Yacktman Asset Management
buy
+7,110
+0.03%
0.03%
Daniel Loeb
Third Point
buy
+150,000
+0.83%
0.00%
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: $613.58 27.36% 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: $613.58 9.48% 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: $613.58 8.48% AVG reported price*: $565.62
48 of 116

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.