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MSCI MSCI

Financials, filed as MSCI INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 7

  • 8 Owners
  • #147
  • Max 5.9%
  • Master 0.18%
  • $3.1B
  • 1 new 1 add 4 reduce 1 exit

In 2026 Q2, 1 manager opened a position, 1 added, 4 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 5.9% (Chris James, Meritage Group). Not free-float ownership.

  1. Chris James Reduce 5.9%
  2. Polen Capital Management Reduce 3.2%
  3. Ron Baron Add 2.7%
  4. Andreas Halvorsen New 1.9%
  5. Thomas Gayner 0.61%
  6. Terry Smith Reduce 0.22%

Who owns MSCI

Sorted by value, long equity only, as of 2026 Q2.

History
Ron Baron, Bamco Inc. (Baron Capital) 2.7% Add +19.0% 3,211,753 $1.8B History
Andreas Halvorsen, Viking Global Investors 1.9% New 1.9% 1,160,687 $650M History
Polen Capital Management 3.2%, was 3.5% Reduce −27.7% 671,797 $376M History
Chris James, Meritage Group 5.9%, was 8.3% Reduce −32.4% 274,569 $154M History
Thomas Gayner, Markel Group 0.61% Hold 142,850 $80M History
Terry Smith, Fundsmith 0.22%, was 0.27% Reduce −17.3% 53,580 $30M History
Don Yacktman, Yacktman Asset Management 0.08% Hold 10,900 $6.1M History
Jensen Investment Management 0.09% Reduce −17.3% 6,410 $3.6M History
Li Lu, Himalaya Capital Management exited 2026 Q2 Last 2026 Q1 0.32% Exit −0.32% 18,939 $10M History

8 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MSCI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MSCI insider trades
  • $15.5M bought by 3 insiders
  • $7.8M sold by 2 insiders outside a trading plan
  • $1M sold by 1 insider under 10b5-1 plans
  1. Robert J. Gutowski General Counsel
    Sale
    $1.5M 2,381 shares at $623.66 14% of stake
    Traded Oct 22 Filed Oct 26
    ↗
  2. Andrew C. Wiechmann CFO
    Planned sale
    $257K 450 shares at $570.00 2% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  3. Rajat Taneja Director
    Buy
    $1M 1,786 shares at $560.00 +49% to stake
    Traded Sep 2 Filed Sep 4
    ↗
  4. Andrew C. Wiechmann CFO
    Planned sale
    $272K 450 shares at $604.56 2% of stake
    Traded Jun 10 Filed Jun 12
    ↗
  5. Henry A Fernandez CEO
    Buy
    $2.2M 4,000 shares at $562.40 +0.2% to stake
    Traded May 15 Filed May 18
    ↗
  6. Alvise J. Munari Chief Product Officer
    Sale
    $5.9M 10,000 shares at $592.04 30% of stake
    Traded Apr 24 Filed Apr 28
    ↗
  7. Andrew C. Wiechmann CFO
    Planned sale
    $252K 450 shares at $560.00 2% of stake
    Traded Mar 17 Filed Mar 19
    ↗
  8. Robert G. Ashe Director
    Buy
    $2M 3,681 shares at $543.21 +20% to stake
    Traded Feb 18 Filed Feb 20
    ↗
  9. Henry A Fernandez CEO
    Buy
    $3.6M 6,800 shares at $523.56 +0.5% to stake
    Traded Feb 13–17 Filed Feb 17
    ↗
  10. Andrew C. Wiechmann CFO
    Planned sale
    $248K 450 shares at $550.00 2% of stake
    Traded Dec 11, 2025 Filed Dec 12, 2025
    ↗
  11. Henry A Fernandez CEO
    Buy
    $6.7M 12,500 shares at $536.14
    Traded Dec 5, 2025 Filed Dec 9, 2025
    ↗
  12. Robert J. Gutowski General Counsel
    Sale
    $348K 624 shares at $558.42 3.8% of stake
    Traded Nov 24, 2025 Filed Nov 26, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 30 stock grants, 5 share withholdings for taxes, and 4 gifts.

Congress

6 members of Congress traded MSCI in the last three years: 8 buys and 5 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Julie Johnson D-TX-32Joint Sell $1K–$15K Apr 1, 2025 filed May 14, 2025
  3. Robert P. Bresnahan, Jr. R-PA-8 Buy $1K–$15K Apr 8, 2025 filed May 8, 2025
  4. Byron Donalds R-FL-19 Sell $1K–$15K Mar 20, 2025 filed Apr 14, 2025
  5. Byron Donalds R-FL-19Spouse Sell $1K–$15K Mar 20, 2025 filed Apr 14, 2025
  6. Robert P. Bresnahan, Jr. R-PA-8Joint Sell $1K–$15K Jan 13, 2025 filed Feb 13, 2025

SEC filings

Recent issuer filings from EDGAR, 14 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 5.02 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.53B $2.86B $3.13B
Net income $1.15B $1.11B $1.2B
Net margin * 45.4% 38.8% 38.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.42B $1.34B $1.64B
Total non-current assets * $4.1B $4.1B $4.06B
Total assets $5.52B $5.45B $5.7B
Total current liabilities $1.52B $1.59B $1.83B
Total non-current liabilities * $4.74B $4.8B $6.53B
Total equity -$0.74B -$0.94B -$2.65B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.24B $1.5B $1.59B
Cash from investing -$819.38M -$144.26M -$130.06M
Cash from financing -$0.954B -$1.4B -$1.36B
Net change in cash -$531.87M -$52.34M $105.98M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.