MSCI Inc. (MSCI)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 6 |
| Ownership rank: | 115 |
| % of all portfolios: | 0.062% |
| Hold Price * : | $539.01 |
| History | Portfolio Manager | Activity | Share change | % change to portfolio ▼ | |
| Q1 2026 | |||||
| ≡ | Polen Capital Management | Reduce 30.17% | 401,576 | 1.50 | |
| ≡ | Valley Forge Capital Management | Sell 100.00% | 60,770 | 0.79 | |
| ≡ | Terry Smith - Fundsmith | Reduce 61.12% | 101,831 | 0.42 | |
| ≡ | Jensen Investment Management | Reduce 21.32% | 2,100 | 0.02 | |
| Q4 2025 | |||||
| ≡ | Polen Capital Management | Reduce 15.96% | 252,854 | 0.62 | |
| ≡ | Jensen Investment Management | Reduce 10.86% | 1,200 | 0.01 | |
| Q3 2025 | |||||
| ≡ | Polen Capital Management | Reduce 9.04% | 157,450 | 0.29 | |
| Q2 2025 | |||||
| ≡ | Polen Capital Management | Reduce 6.78% | 126,749 | 0.22 | |
| Q1 2025 | |||||
| ≡ | AKO Capital | Sell 100.00% | 208,903 | 1.73 | |
| ≡ | Polen Capital Management | Reduce 8.07% | 164,100 | 0.29 | |
| ≡ | Jensen Investment Management | Reduce 10.72% | 1,110 | 0.01 | |
| Q4 2024 | |||||
| ≡ | Henry Ellenbogen - Durable Capital Partners | Sell 100.00% | 180,610 | 0.77 | |
| ≡ | Polen Capital Management | Reduce 8.80% | 196,055 | 0.32 | |
| Q3 2024 | |||||
| ≡ | Triple Frond Partners | Sell 100.00% | 57,920 | 3.27 | |
| ≡ | AKO Capital | Reduce 55.36% | 255,586 | 1.95 | |
| ≡ | Daniel Loeb - Third Point | Sell 100.00% | 150,000 | 0.83 | |
| ≡ | Henry Ellenbogen - Durable Capital Partners | Reduce 42.95% | 135,989 | 0.58 | |
| Q2 2024 | |||||
| ≡ | Henry Ellenbogen - Durable Capital Partners | Reduce 43.37% | 242,478 | 0.96 | |
| ≡ | Terry Smith - Fundsmith | Reduce 3.05% | 5,240 | 0.01 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 481 | 0.01 | |
| Q1 2024 | |||||
| ≡ | Henry Ellenbogen - Durable Capital Partners | Reduce 4.18% | 24,361 | 0.11 | |
| ≡ | Terry Smith - Fundsmith | Reduce 17.04% | 35,306 | 0.08 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 50.00% | 481 | 0.01 | |
| Q4 2023 | |||||
| ≡ | Terry Smith - Fundsmith | Reduce 1.29% | 2,704 | 0.01 | |
| ≡ | Polen Capital Management | Reduce 2.83% | 3,939 | 0.01 | |
| Q3 2023 | |||||
| ≡ | Henry Ellenbogen - Durable Capital Partners | Reduce 14.02% | 95,118 | 0.45 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 48.58% | 616 | 0.01 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.69% | 1,448 | 0.00 | |
| Q2 2023 | |||||
| ≡ | Henry Ellenbogen - Durable Capital Partners | Reduce 44.85% | 551,839 | 2.27 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 10.45% | 148 | 0.00 | |
| Q4 2022 | |||||
| ≡ | Terry Smith - Fundsmith | Reduce 0.11% | 234 | 0.00 | |
| Q2 2022 | |||||
| ≡ | Polen Capital Management | Sell 100.00% | 856,456 | 0.84 | |
| ≡ | Terry Smith - Fundsmith | Reduce 0.90% | 1,896 | 0.00 | |
| Q1 2022 | |||||
| ≡ | Polen Capital Management | Reduce 39.52% | 559,577 | 0.55 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 124 | 0.00 | |
| Q4 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 52.12% | 135 | 0.00 | |
| Q2 2021 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 47.02% | 79 | 0.00 | |
| Q1 2021 | |||||
| ≡ | Polen Capital Management | Reduce 24.93% | 454,070 | 0.43 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 63.64% | 294 | 0.00 | |
| Q4 2020 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 89.99% | 4,152 | 0.00 | |
| Q3 2020 | |||||
| ≡ | Polen Capital Management | Reduce 24.55% | 587,140 | 0.56 | |
| Q3 2016 | |||||
| ≡ | ValueAct Capital | Sell 100.00% | 1,300,900 | 0.91 | |
| Q2 2016 | |||||
| ≡ | ValueAct Capital | Reduce 67.97% | 2,760,000 | 1.93 | |
| Q1 2016 | |||||
| ≡ | ValueAct Capital | Reduce 35.82% | 2,266,411 | 1.67 | |
| Q4 2015 | |||||
| ≡ | ValueAct Capital | Reduce 32.03% | 2,982,000 | 1.49 | |
| Q3 2014 | |||||
| ≡ | ValueAct Capital | Reduce 0.35% | 32,328 | 0.01 | |
| Q1 2011 | |||||
| ≡ | Chuck Akre - Akre Capital Management | Sell 100.00% | 150,000 | 1.28 | |
| Q1 2010 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 4,586,985 | 1.49 | |
| Q4 2009 | |||||
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 1.74% | 81,270 | 0.03 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.