MSCI INC (MSCI) Stock Institutional Trading Activity
MSCI INC (MSCI) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Polen Capital Management, Meritage Group, Jensen Investment Management, Parnassus Endeavor Fund, and Sequoia Financial Advisors. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2025 | Jensen Investment Management | Sell | -1,200 | 9,850 | $5,651,241 |
| Q4 2025 | Meritage Group | Buy | 51,309 | 466,617 | $267,712,171 |
| Q4 2025 | Polen Capital Management | Sell | -252,854 | 1,331,085 | $763,683,617 |
| Q3 2025 | Sequoia Financial Advisors | Buy | 227 | 2,787 | $1,581,198 |
| Q3 2025 | Parnassus Endeavor Fund | Sell | -240 | 21,742 | $12,336,628 |
| Q3 2025 | Meritage Group | Buy | 103,993 | 415,308 | $235,649,912 |
| Q3 2025 | Polen Capital Management | Sell | -157,450 | 1,583,939 | $898,742,807 |
| Q2 2025 | Yacktman Asset Management | Buy | 3,790 | 10,900 | $6,286,466 |
| Q2 2025 | Jensen Investment Management | Buy | 1,810 | 11,050 | $6,372,977 |
| Q2 2025 | Sequoia Financial Advisors | Buy | 110 | 2,560 | $1,476,719 |
| Q2 2025 | Parnassus Endeavor Fund | Sell | -6,076 | 21,982 | $12,677,899 |
| Q2 2025 | Renaissance Technologies LLC | Buy | 75,300 | 140,521 | $81,044,082 |
| Q2 2025 | Meritage Group | Buy | 310,936 | 311,315 | $179,547,813 |
| Q2 2025 | Polen Capital Management | Sell | -126,749 | 1,741,389 | $1,004,328,671 |
| Q1 2025 | Jensen Investment Management | Sell | -1,110 | 9,240 | $5,225,220 |
| Q1 2025 | Sequoia Financial Advisors | Sell | -280 | 2,450 | $1,385,601 |
| Q1 2025 | Parnassus Endeavor Fund | Sell | -7,446 | 28,058 | $15,866,799 |
| Q1 2025 | Renaissance Technologies LLC | Sell | -70,900 | 65,221 | $36,882,476 |
| Q1 2025 | Polen Capital Management | Sell | -164,100 | 1,868,138 | $1,056,431,788 |
| Q4 2024 | AKO Capital | Buy | 2,807 | 208,903 | $125,344 |
| Q4 2024 | Sequoia Financial Advisors | Buy | 412 | 2,730 | $1,637,824 |
| Q4 2024 | Parnassus Endeavor Fund | Sell | -498 | 35,504 | $21,302,755 |
| Q4 2024 | Valley Forge Capital Management | Buy | 59,700 | 59,700 | $35,820,597 |
| Q4 2024 | Polen Capital Management | Sell | -196,055 | 2,032,238 | $1,219,363,274 |
| Q3 2024 | Jensen Investment Management | Buy | 1,080 | 10,350 | $6,033,326 |
| Q3 2024 | AKO Capital | Sell | -255,586 | 206,096 | $120,140 |
| Q3 2024 | Sequoia Financial Advisors | Buy | 302 | 2,318 | $1,351,008 |
| Q3 2024 | Parnassus Endeavor Fund | Buy | 7,830 | 36,002 | $20,986,646 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 93,400 | 136,121 | $79,349,015 |
| Q3 2024 | Durable Capital Partners | Sell | -135,989 | 180,610 | $105,282,987 |
Frequently asked questions about MSCI activity
Which institutional owners are buying MSCI?
Institutional owners buying MSCI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MSCI activity?
"Buy" means an investor increased their reported position in MSCI compared to the prior reporting period. This reflects growing exposure to MSCI INC (MSCI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MSCI increasing?
Institutional interest in MSCI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.