MSCI fund manager activity
MSCI Inc · NYSE. Reported by 20 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Added | 2,755,747 | $1,581,054,726 | 4.28% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 2,739 | $1,571,617 | 0.00% | Feb 9, 2026 |
| Terry Smith - Fundsmith | No change | 166,619 | $95,594,319 | 0.56% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 3,807 | $2,184,190 | 0.01% | Feb 17, 2026 |
| Jensen Investment Management | Trimmed | 9,850 | $5,651,241 | 0.09% | Feb 11, 2026 |
| Thomas Gayner - Markel Group | No change | 142,850 | $81,957,331 | 0.65% | Feb 6, 2026 |
| Polen Capital Management | Trimmed | 1,331,085 | $763,683,617 | 3.26% | Feb 12, 2026 |
| Valley Forge Capital Management | Added | 60,770 | $34,865,572 | 0.79% | Feb 17, 2026 |
| Yacktman Asset Management | No change | 10,900 | $6,253,657 | 0.09% | Feb 3, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Ron Baron - Baron Capital | Added | 2,394,117 | $1,358,445,927 | 3.60% | Nov 14, 2025 |
| Ken Fisher - Fisher Asset Management | Trimmed | 3,295 | $1,869,702 | 0.00% | Nov 12, 2025 |
| Terry Smith - Fundsmith | No change | 166,619 | $94,541,287 | 0.48% | Nov 14, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 3,780 | $2,144,810 | 0.01% | Nov 14, 2025 |
| Jensen Investment Management | No change | 11,050 | $6,269,881 | 0.08% | Nov 6, 2025 |
| Thomas Gayner - Markel Group | No change | 142,850 | $81,054,519 | 0.66% | Oct 31, 2025 |
| Polen Capital Management | Trimmed | 1,583,939 | $898,742,807 | 2.92% | Nov 12, 2025 |
| Valley Forge Capital Management | No change | 59,700 | $33,874,377 | 0.81% | Nov 14, 2025 |
| Yacktman Asset Management | No change | 10,900 | $6,184,769 | 0.09% | Nov 4, 2025 |
Newer quarters · Older quarters