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
≡ Li Lu - Himalaya Capital Management Buy 18,939 0.32
≡ Jensen Investment Management Reduce 21.32% 2,100 0.02
≡ Polen Capital Management Reduce 30.17% 401,576 1.50
≡ Terry Smith - Fundsmith Reduce 61.12% 101,831 0.42
≡ Valley Forge Capital Management Sell 100.00% 60,770 0.79
Q4  2025
≡ Valley Forge Capital Management Add 1.79% 1,070 0.01
≡ Jensen Investment Management Reduce 10.86% 1,200 0.01
≡ Polen Capital Management Reduce 15.96% 252,854 0.62
Q3  2025
≡ Polen Capital Management Reduce 9.04% 157,450 0.29
Q2  2025
≡ Yacktman Asset Management Add 53.31% 3,790 0.03
≡ Jensen Investment Management Add 19.59% 1,810 0.01
≡ Polen Capital Management Reduce 6.78% 126,749 0.22
Q1  2025
≡ Polen Capital Management Reduce 8.07% 164,100 0.29
≡ Jensen Investment Management Reduce 10.72% 1,110 0.01
≡ AKO Capital Sell 100.00% 208,903 1.73
Q4  2024
≡ AKO Capital Add 1.36% 2,807 0.02
≡ Valley Forge Capital Management Buy 59,700 0.79
≡ Polen Capital Management Reduce 8.80% 196,055 0.32
≡ Henry Ellenbogen - Durable Capital Partners Sell 100.00% 180,610 0.77
Q3  2024
≡ Polen Capital Management Add 35.01% 577,843 0.87
≡ Jensen Investment Management Add 11.65% 1,080 0.01
≡ Henry Ellenbogen - Durable Capital Partners Reduce 42.95% 135,989 0.58
≡ AKO Capital Reduce 55.36% 255,586 1.95
≡ Triple Frond Partners Sell 100.00% 57,920 3.27
≡ Daniel Loeb - Third Point Sell 100.00% 150,000 0.83
Q2  2024
≡ Polen Capital Management Add 1113.07% 1,514,394 1.83
≡ Jensen Investment Management Add 51.22% 3,140 0.01
≡ AKO Capital Add 4.74% 20,898 0.14
≡ Triple Frond Partners Buy 57,920 3.27
≡ Daniel Loeb - Third Point Buy 150,000 0.83
≡ Yacktman Asset Management Buy 7,110 0.03
≡ Terry Smith - Fundsmith Reduce 3.05% 5,240 0.01
≡ Henry Ellenbogen - Durable Capital Partners Reduce 43.37% 242,478 0.96
≡ Lee Ainslie - Maverick Capital Sell 100.00% 481 0.01
Q1  2024
≡ AKO Capital Add 384.31% 349,772 2.78
≡ Polen Capital Management Add 0.55% 750 0.00
≡ Jensen Investment Management Buy 6,130 0.03
≡ 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
≡ Lee Ainslie - Maverick Capital Add 47.55% 310 0.00
≡ AKO Capital Buy 91,012 0.73
≡ Terry Smith - Fundsmith Reduce 1.29% 2,704 0.01
≡ Polen Capital Management Reduce 2.83% 3,939 0.01
Q3  2023
≡ Polen Capital Management Buy 139,245 0.19
≡ Terry Smith - Fundsmith Reduce 0.69% 1,448 0.00
≡ Henry Ellenbogen - Durable Capital Partners Reduce 14.02% 95,118 0.45
≡ Lee Ainslie - Maverick Capital Reduce 48.58% 616 0.01
Q2  2023
≡ Lee Ainslie - Maverick Capital Reduce 10.45% 148 0.00
≡ Henry Ellenbogen - Durable Capital Partners Reduce 44.85% 551,839 2.27
Q1  2023
≡ Lee Ainslie - Maverick Capital Add 110.40% 743 0.01
Q4  2022
≡ Lee Ainslie - Maverick Capital Add 14.65% 86 0.00
≡ Thomas Gayner - Markel Group Add 0.28% 400 0.00
≡ Terry Smith - Fundsmith Reduce 0.11% 234 0.00
Q3  2022
≡ Terry Smith - Fundsmith Add 1.17% 2,447 0.00
≡ Thomas Gayner - Markel Group Add 0.35% 500 0.00
≡ Lee Ainslie - Maverick Capital Buy 587 0.01
Q2  2022
≡ Thomas Gayner - Markel Group Add 0.18% 250 0.00
≡ Terry Smith - Fundsmith Reduce 0.90% 1,896 0.00
≡ Polen Capital Management Sell 100.00% 856,456 0.84
Q1  2022
≡ Thomas Gayner - Markel Group Add 3.43% 4,700 0.03
≡ Terry Smith - Fundsmith Add 0.01% 29 0.00
≡ Polen Capital Management Reduce 39.52% 559,577 0.55
≡ Lee Ainslie - Maverick Capital Sell 100.00% 124 0.00
Q4  2021
≡ Polen Capital Management Add 2.35% 32,539 0.03
≡ Terry Smith - Fundsmith Add 0.21% 451 0.00
≡ Lee Ainslie - Maverick Capital Reduce 52.12% 135 0.00
Q3  2021
≡ Lee Ainslie - Maverick Capital Add 191.01% 170 0.00
≡ Polen Capital Management Add 0.80% 10,921 0.01
≡ Terry Smith - Fundsmith Add 0.36% 758 0.00
Q2  2021
≡ Terry Smith - Fundsmith Add 0.55% 1,149 0.00
≡ Polen Capital Management Add 0.38% 5,158 0.01
≡ Lee Ainslie - Maverick Capital Reduce 47.02% 79 0.00
Q1  2021
≡ Terry Smith - Fundsmith Add 0.42% 876 0.00
≡ Polen Capital Management Reduce 24.93% 454,070 0.43
≡ Lee Ainslie - Maverick Capital Reduce 63.64% 294 0.00
Q4  2020
≡ Polen Capital Management Add 0.97% 17,466 0.02
≡ Terry Smith - Fundsmith Add 0.12% 247 0.00
≡ Lee Ainslie - Maverick Capital Reduce 89.99% 4,152 0.00
Q3  2020
≡ Lee Ainslie - Maverick Capital Add 323.69% 3,525 0.02
≡ Polen Capital Management Reduce 24.55% 587,140 0.56
Q2  2020
≡ Polen Capital Management Add 10.38% 224,837 0.23
≡ Terry Smith - Fundsmith Add 1.52% 3,114 0.00
≡ Lee Ainslie - Maverick Capital Buy 1,089 0.01
Q1  2020
≡ Polen Capital Management Add 2.52% 53,342 0.07
≡ Terry Smith - Fundsmith Add 2.15% 4,306 0.01
Q4  2019
≡ Polen Capital Management Add 2.03% 42,134 0.04
Q3  2019
≡ Terry Smith - Fundsmith Add 2.72% 5,300 0.01
≡ Polen Capital Management Buy 2,070,846 2.08
Q2  2019
≡ Terry Smith - Fundsmith Add 3.10% 5,850 0.01
Q1  2019
≡ Terry Smith - Fundsmith Add 30.97% 44,673 0.05
Q4  2018
≡ Terry Smith - Fundsmith Buy 144,247 0.14
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  2015
≡ Thomas Gayner - Markel Group Add 9.60% 12,000 0.02
≡ ValueAct Capital Add 0.00% 351 0.00
Q2  2015
≡ Thomas Gayner - Markel Group Add 9.65% 11,000 0.02
Q1  2015
≡ Thomas Gayner - Markel Group Add 12.87% 13,000 0.02

* "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.