MSCI fund manager activity
MSCI Inc · NYSE. Reported by 20 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Added | 3,211,753 | $1,798,710,150 | 2.70% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 2,637 | $1,476,957 | 0.00% | Aug 4, 2026 |
| Terry Smith - Fundsmith | Trimmed | 53,580 | $30,006,943 | 0.22% | Aug 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 6,044 | $3,384,882 | 0.01% | Aug 14, 2026 |
| Li Lu - Himalaya Capital Management | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Jensen Investment Management | Trimmed | 6,410 | $3,589,856 | 0.09% | Aug 7, 2026 |
| Thomas Gayner - Markel Group | No change | 142,850 | $80,001,714 | 0.61% | Jul 31, 2026 |
| Polen Capital Management | Trimmed | 671,797 | $376,233,195 | 3.24% | Aug 4, 2026 |
| Viking Global Investors | New | 1,160,687 | $650,031,147 | 1.85% | Aug 14, 2026 |
| Yacktman Asset Management | No change | 10,900 | $6,104,436 | 0.08% | Aug 11, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Ron Baron - Baron Capital | Trimmed | 2,699,389 | $1,454,997,665 | 4.39% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 2,710 | $1,460,989 | 0.00% | May 5, 2026 |
| Terry Smith - Fundsmith | Trimmed | 64,788 | $34,921,380 | 0.27% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 7,616 | $4,105,100 | 0.01% | May 15, 2026 |
| Li Lu - Himalaya Capital Management | New | 18,939 | $10,208,310 | 0.32% | May 15, 2026 |
| Jensen Investment Management | Trimmed | 7,750 | $4,177,328 | 0.08% | May 5, 2026 |
| Thomas Gayner - Markel Group | No change | 142,850 | $76,997,578 | 0.64% | May 1, 2026 |
| Polen Capital Management | Trimmed | 929,509 | $501,014,820 | 3.47% | May 14, 2026 |
| Valley Forge Capital Management | Sold out | — | — | 0.00% | May 15, 2026 |
| Yacktman Asset Management | No change | 10,900 | $5,875,209 | 0.08% | May 1, 2026 |