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 2022Sequoia Financial AdvisorsBuy103453$228
Q1 2022FundsmithBuy29211,000$106,108
Q4 2021Durable Capital PartnersBuy66,653956,595$586,096
Q4 2021Polen Capital ManagementBuy32,5391,416,033$867,589
Q4 2021Renaissance Technologies LLCSell-19,80022,121$13,553
Q4 2021FundsmithBuy451210,971$129,260
Q4 2021Sequoia Financial AdvisorsBuy350350$214
Q3 2021Polen Capital ManagementBuy10,9211,383,494$841,635
Q3 2021FundsmithBuy758210,520$128,068
Q2 2021Durable Capital PartnersBuy111,444889,942$474,410
Q2 2021Polen Capital ManagementBuy5,1581,372,573$731,691
Q2 2021FundsmithBuy1,149209,762$111,820
Q1 2021Polen Capital ManagementSell-454,0701,367,415$573,330
Q1 2021Durable Capital PartnersBuy74,541778,498$326,409
Q1 2021FundsmithBuy876208,613$87,467
Q4 2020Durable Capital PartnersBuy70,645703,957$314,338
Q4 2020Polen Capital ManagementBuy17,4661,821,485$813,348
Q4 2020FundsmithBuy247207,737$92,761
Q3 2020Polen Capital ManagementSell-587,1401,804,019$643,638
Q3 2020Durable Capital PartnersSell-43,670633,312$225,953
Q3 2020Renaissance Technologies LLCSell-40,80041,921$14,957
Q2 2020Renaissance Technologies LLCSell-384,56982,721$27,614
Q2 2020Durable Capital PartnersBuy280,909676,982$225,990
Q2 2020Polen Capital ManagementBuy224,8372,391,159$798,217
Q2 2020FundsmithBuy3,114207,490$69,264
Q1 2020Renaissance Technologies LLCSell-409,921467,290$135,028
Q1 2020Durable Capital PartnersBuy396,073396,073$114,449
Q1 2020Polen Capital ManagementBuy53,3422,166,322$625,980
Q1 2020FundsmithBuy4,306204,376$59,056
Q4 2019Renaissance Technologies LLCSell-164,477877,211$226,478

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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