# MSCI (MSCI): value investors who own it | moatshark

5 value investors held MSCI in their Q3 2026 13F, led by Polen Capital Management, Markel Group, Fundsmith, Jensen Investment Management, Yacktman Asset…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 3.2% | $376m | Trimmed -28% | 12 |
| Markel Group | 0.6% | $80.0m | Unchanged | 43 |
| Fundsmith | 0.2% | $30.0m | Trimmed -17% | 31 |
| Jensen Investment Management | 0.1% | $3.6m | Trimmed -17% | 10 |
| Yacktman Asset Management | 0.1% | $6.1m | Unchanged | 9 |
| Himalaya Capital | 0.0% | $0k | Sold out | 1 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-12 | Wiechmann Andrew C. | Chief Financial Officer | Sold | 450 | $257k |
| 2026-09-02 | Taneja Rajat | Director | Bought | 1786 | $1.0m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Polen Global Growth Fund | Polen Capital Management | 2.1% | $2.3m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/msci). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.