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
Q4 2023Polen Capital ManagementSell-4,062135,183$76,535,703
Q4 2023Sequoia Financial AdvisorsBuy3,0494,332$2,450,164
Q4 2023FundsmithSell-2,704207,165$117,182,882
Q4 2023Meritage GroupBuy15469$265
Q3 2023Polen Capital ManagementSell-717,211139,245$71,443,638
Q3 2023Durable Capital PartnersSell-95,118583,438$299,350,369
Q3 2023FundsmithSell-1,448209,869$107,679,587
Q3 2023Sequoia Financial AdvisorsBuy5061,283$658,325
Q3 2023Meritage GroupSell-131454$233
Q2 2023Durable Capital PartnersSell-551,839678,556$318,439,545
Q2 2023Meritage GroupBuy132585$275
Q2 2023Sequoia Financial AdvisorsBuy1777$364,661
Q1 2023Durable Capital PartnersSell-141,4851,230,395$688,639,778
Q1 2023Sequoia Financial AdvisorsBuy23776$434,337
Q4 2022Durable Capital PartnersSell-252,5591,371,880$638,157,420
Q4 2022Renaissance Technologies LLCBuy2,50028,421$13,221
Q4 2022Meritage GroupBuy453453$211
Q4 2022FundsmithSell-234211,317$98,298,329
Q4 2022Sequoia Financial AdvisorsBuy218753$350,280
Q3 2022Renaissance Technologies LLCSell-173,10025,921$10,933
Q3 2022Durable Capital PartnersBuy116,5211,624,439$685,172
Q3 2022FundsmithBuy2,447211,551$89,230
Q3 2022Sequoia Financial AdvisorsSell-28535$226
Q2 2022Durable Capital PartnersBuy299,6371,507,918$621,488
Q2 2022Renaissance Technologies LLCSell-34,000199,021$82,027
Q2 2022FundsmithSell-1,896209,104$86,182
Q2 2022Sequoia Financial AdvisorsBuy110563$232
Q1 2022Polen Capital ManagementSell-559,577856,456$430,695
Q1 2022Durable Capital PartnersBuy251,6861,208,281$607,620
Q1 2022Renaissance Technologies LLCBuy210,900233,021$117,182

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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