MSCI INC (MSCI) Institutional Ownership Changes & 13F Activity

MSCI INC (MSCI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management, Fundsmith, Meritage Group, Himalaya Capital Management, and Jensen Investment Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Polen Capital ManagementSell-401,576929,509$501,014,820
Q1 2026FundsmithSell-101,83164,788$34,921,380
Q1 2026Meritage GroupSell-60,533406,084$218,883,337
Q1 2026Himalaya Capital ManagementBuy18,93918,939$10,208,310
Q1 2026Jensen Investment ManagementSell-2,1007,750$4,177,328
Q1 2026Sequoia Financial AdvisorsSell-4812,724$1,468,130
Q1 2026Parnassus Endeavor FundBuy41523,882$12,872,637
Q4 2025Polen Capital ManagementSell-252,8541,331,085$763,683,617
Q4 2025Meritage GroupBuy51,309466,617$267,712,171
Q4 2025Parnassus Endeavor FundBuy1,72523,467$13,463,722
Q4 2025Jensen Investment ManagementSell-1,2009,850$5,651,241
Q4 2025Valley Forge Capital ManagementBuy1,07060,770$34,865,572
Q4 2025Sequoia Financial AdvisorsBuy4183,205$1,838,616
Q3 2025Polen Capital ManagementSell-157,4501,583,939$898,742,807
Q3 2025Meritage GroupBuy103,993415,308$235,649,912
Q3 2025Parnassus Endeavor FundSell-24021,742$12,336,628
Q3 2025Sequoia Financial AdvisorsBuy2272,787$1,581,198
Q2 2025Meritage GroupBuy310,936311,315$179,547,813
Q2 2025Polen Capital ManagementSell-126,7491,741,389$1,004,328,671
Q2 2025Renaissance Technologies LLCBuy75,300140,521$81,044,082
Q2 2025Parnassus Endeavor FundSell-6,07621,982$12,677,899
Q2 2025Yacktman Asset ManagementBuy3,79010,900$6,286,466
Q2 2025Jensen Investment ManagementBuy1,81011,050$6,372,977
Q2 2025Sequoia Financial AdvisorsBuy1102,560$1,476,719
Q1 2025Polen Capital ManagementSell-164,1001,868,138$1,056,431,788
Q1 2025Renaissance Technologies LLCSell-70,90065,221$36,882,476
Q1 2025Parnassus Endeavor FundSell-7,44628,058$15,866,799
Q1 2025Jensen Investment ManagementSell-1,1109,240$5,225,220
Q1 2025Sequoia Financial AdvisorsSell-2802,450$1,385,601
Q4 2024Polen Capital ManagementSell-196,0552,032,238$1,219,363,274

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.

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