MSCI

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding

In their latest 13F (Q3 2026)

See who

Value held

$496m

Combined value at quarter end

Last quarter

0 bought

4 sold or trimmed

Fund portfolios

Funds holding it

See which

Price at Q2 ’26 end

$560.04

+3.9% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+21.0%Q3 ’24

+2.9%Q4 ’24

-5.8%Q1 ’25

+2.0%Q2 ’25

-1.6%Q3 ’25

+1.1%Q4 ’25

-6.1%Q1 ’26

+3.9%Q2 ’26

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

4Q4 ’23

5Q1 ’24

6Q2 ’24

6Q3 ’24

7Q4 ’24

6Q1 ’25

6Q2 ’25

6Q3 ’25

6Q4 ’25

6Q1 ’26

5Q2 ’26

0Q3 ’26

Counts the managers on this site whose 13F for that quarter includes MSCI.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding MSCI

Polen Capital Management	3.2%$376m	$376m	Trimmed -28%	12 qtrs
Markel Group	0.6%$80.0m	$80.0m	Unchanged	43 qtrs
Fundsmith	0.2%$30.0m	$30.0m	Trimmed -17%	31 qtrs
Jensen Investment Management	0.1%$3.6m	$3.6m	Trimmed -17%	10 qtrs
Yacktman Asset Management	0.1%$6.1m	$6.1m	Unchanged	9 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works

From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.

Sort by

Insider purchases and sales of MSCI
		Bought or sold				Filing
12 Oct 2026	Wiechmann Andrew C.Chief Financial Officer	▼ Sold	450	$570.00	$257k	Form 4
2 Sep 2026	Taneja RajatDirector	▲ Bought	1,786	$560.00	$1.0m	Form 4

About the company

Sector: Financials · Services-Business Services, Nec
Incorporated in: Delaware
Financial year ends: 31 December
Shares outstanding: 73m at 14 Jul 2026
SEC filings: Annual reports and other filings on EDGAR

Revenue and profit

$913m2013

$1.1bn2015

$1.3bn2017

$1.6bn2019

$2.0bn2021

$2.5bn2023

$3.1bn2025

MSCI revenue and net income by year
Year	Revenue	Net income
2025	$3.1bn	$1.2bn
2024	$2.9bn	$1.1bn
2023	$2.5bn	$1.1bn
2022	$2.2bn	$871m
2021	$2.0bn	$726m
2020	$1.7bn	$602m
2019	$1.6bn	$564m
2018	$1.4bn	$508m
2017	$1.3bn	$304m
2016	$1.2bn	$261m
2015	$1.1bn	$224m
2014	$997m	$284m
2013	$913m	$223m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

Sold out last quarter

Himalaya Capital in Q2 2026

In fund portfolios

US-registered funds run by these managers that hold MSCI, from their latest N-PORT filings.

Funds holding MSCI

Polen Global Growth FundPolen Capital Management	2.1%	$2.3m	31 Jul 2026