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 guru(s), the number of MSCI shares has been increased by 2, decreased by 3 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 (added shares +384.31%), Eric H. Schoenstein - Jensen Investment Management (new buy) and David M. Polen - Polen Capital Management (added shares +0.55%).

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 (6 results)
Nathaniel Simons
Meritage Group
-19.19%
-90
-0.00%
0.00%
Terry Smith
Fundsmith
-17.04%
-35,306
-0.08%
0.38%
Henry Ellenbogen
Durable Capital Partners
-4.18%
-24,361
-0.11%
2.43%
David M. Polen
Polen Capital Management
+0.55%
+750
+0.00%
0.18%
Nicolai Tangen
AKO Capital
+384.31%
+349,772
+2.78%
3.50%
Eric H. Schoenstein
Jensen Investment Management
buy
+6,130
+0.03%
0.03%
Current price: $495.90 11.49% AVG reported price*: $560.27
2023 Q4 (4 results)
David M. Polen
Polen Capital Management
-2.83%
-3,939
-0.01%
0.18%
Terry Smith
Fundsmith
-1.29%
-2,704
-0.01%
0.49%
Nathaniel Simons
Meritage Group
+3.30%
+15
+0.00%
0.01%
Nicolai Tangen
AKO Capital
buy
+91,012
+0.73%
0.73%
Current price: $495.90 12.33% AVG reported price*: $565.62
2023 Q3 (4 results)
Nathaniel Simons
Meritage Group
-22.39%
-131
-0.00%
0.01%
Henry Ellenbogen
Durable Capital Partners
-14.02%
-95,118
-0.45%
2.74%
Terry Smith
Fundsmith
-0.69%
-1,448
-0.00%
0.49%
David M. Polen
Polen Capital Management
buy
+139,245
+0.19%
0.19%
Current price: $495.90 3.35% AVG reported price*: $513.11
2023 Q2 (2 results)
Henry Ellenbogen
Durable Capital Partners
-44.85%
-551,839
-2.27%
2.79%
Nathaniel Simons
Meritage Group
buy
+585
+0.01%
0.01%
Current price: $495.90 5.58% AVG reported price*: $469.69
2023 Q1 (2 results)
Nathaniel Simons
Meritage Group
-100.00%
-453
-0.01%
0.00%
Henry Ellenbogen
Durable Capital Partners
-10.31%
-141,485
-0.74%
6.47%
Current price: $495.90 11.40% AVG reported price*: $559.69
2022 Q4 (3 results)
Henry Ellenbogen
Durable Capital Partners
-15.55%
-252,559
-1.22%
6.63%
Terry Smith
Fundsmith
-0.11%
-234
-0.00%
0.45%
Nathaniel Simons
Meritage Group
buy
+453
+0.01%
0.00%
Current price: $495.90 6.56% AVG reported price*: $465.37
2022 Q3 (2 results)
Terry Smith
Fundsmith
+1.17%
+2,447
+0.00%
0.42%
Henry Ellenbogen
Durable Capital Partners
+7.73%
+116,521
+0.54%
7.53%
Current price: $495.90 17.57% AVG reported price*: $421.79
2022 Q2 (3 results)
David M. Polen
Polen Capital Management
-100.00%
-856,456
-1.14%
0.00%
Terry Smith
Fundsmith
-0.90%
-1,896
-0.00%
0.38%
Henry Ellenbogen
Durable Capital Partners
+24.80%
+299,637
+1.42%
7.14%
Current price: $495.90 20.32% AVG reported price*: $412.15
2022 Q1 (3 results)
David M. Polen
Polen Capital Management
-39.52%
-559,577
-0.55%
0.00%
Terry Smith
Fundsmith
+0.01%
+29
+0.00%
0.36%
Henry Ellenbogen
Durable Capital Partners
+26.31%
+251,686
+1.11%
5.33%
Current price: $495.90 1.39% AVG reported price*: $502.88
2021 Q4 (3 results)
Terry Smith
Fundsmith
+0.21%
+451
+0.00%
0.32%
David M. Polen
Polen Capital Management
+2.35%
+32,539
+0.03%
1.46%
Henry Ellenbogen
Durable Capital Partners
+7.49%
+66,653
+0.32%
4.58%
Current price: $495.90 19.06% AVG reported price*: $612.69
2021 Q3 (2 results)
Terry Smith
Fundsmith
+0.36%
+758
+0.00%
0.35%
David M. Polen
Polen Capital Management
+0.80%
+10,921
+0.01%
1.54%
Current price: $495.90 18.48% AVG reported price*: $608.34
2021 Q2 (3 results)
David M. Polen
Polen Capital Management
+0.38%
+5,158
+0.01%
1.40%
Terry Smith
Fundsmith
+0.55%
+1,149
+0.00%
0.31%
Henry Ellenbogen
Durable Capital Partners
+14.32%
+111,444
+0.44%
3.50%
Current price: $495.90 6.97% AVG reported price*: $533.08
2021 Q1 (3 results)
David M. Polen
Polen Capital Management
-24.93%
-454,070
-0.43%
1.29%
Terry Smith
Fundsmith
+0.42%
+876
+0.00%
0.28%
Henry Ellenbogen
Durable Capital Partners
+10.59%
+74,541
+0.26%
2.76%
Current price: $495.90 18.27% AVG reported price*: $419.28
2020 Q4 (3 results)
Terry Smith
Fundsmith
+0.12%
+247
+0.00%
0.31%
David M. Polen
Polen Capital Management
+0.97%
+17,466
+0.02%
1.89%
Henry Ellenbogen
Durable Capital Partners
+11.15%
+70,645
+0.28%
2.79%
Current price: $495.90 11.06% AVG reported price*: $446.53
2020 Q3 (2 results)
David M. Polen
Polen Capital Management
-24.55%
-587,140
-0.56%
1.72%
Henry Ellenbogen
Durable Capital Partners
-6.45%
-43,670
-0.17%
2.49%
Current price: $495.90 38.99% AVG reported price*: $356.78
2020 Q2 (3 results)
Terry Smith
Fundsmith
+1.52%
+3,114
+0.00%
0.30%
David M. Polen
Polen Capital Management
+10.38%
+224,837
+0.23%
2.41%
Henry Ellenbogen
Durable Capital Partners
+70.92%
+280,909
+1.17%
2.81%
Current price: $495.90 48.55% AVG reported price*: $333.82
48 of 78

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.