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, Parnassus Endeavor Fund, Jensen Investment Management, Sequoia Financial Advisors, and Fundsmith.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
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
Q4 2024Valley Forge Capital ManagementBuy59,70059,700$35,820,597
Q4 2024AKO CapitalBuy2,807208,903$125,344
Q4 2024Parnassus Endeavor FundSell-49835,504$21,302,755
Q4 2024Sequoia Financial AdvisorsBuy4122,730$1,637,824
Q3 2024Polen Capital ManagementBuy577,8432,228,293$1,298,938,913
Q3 2024AKO CapitalSell-255,586206,096$120,140
Q3 2024Durable Capital PartnersSell-135,989180,610$105,282,987
Q3 2024Renaissance Technologies LLCBuy93,400136,121$79,349,015
Q3 2024Parnassus Endeavor FundBuy7,83036,002$20,986,646
Q3 2024Jensen Investment ManagementBuy1,08010,350$6,033,326
Q3 2024Sequoia Financial AdvisorsBuy3022,318$1,351,008
Q2 2024Polen Capital ManagementBuy1,514,3941,650,450$795,104,495
Q2 2024Durable Capital PartnersSell-242,478316,599$152,521,568
Q2 2024Third PointBuy150,000150,000$72,262,500
Q2 2024Triple Frond PartnersBuy57,92057,920$27,903
Q2 2024Parnassus Endeavor FundBuy28,17228,172$13,571,861
Q2 2024AKO CapitalBuy20,898461,682$222,415
Q2 2024Yacktman Asset ManagementBuy7,1107,110$3,425,242
Q2 2024FundsmithSell-5,240166,619$80,268,703
Q2 2024Jensen Investment ManagementBuy3,1409,270$4,465,823
Q2 2024Sequoia Financial AdvisorsBuy1422,016$971,434
Q1 2024AKO CapitalBuy349,772440,784$247,037
Q1 2024FundsmithSell-35,306171,859$96,318,377
Q1 2024Durable Capital PartnersSell-24,361559,077$313,334,705
Q1 2024Renaissance Technologies LLCBuy14,30042,721$23,943
Q1 2024Jensen Investment ManagementBuy6,1306,130$3,435,559

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.

Related MSCI Institutional Insights