Follow-The-Filings

Security · featured owners

MSCI

Msci Inc. Financials COM Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • #148
  • Max 5.9%
  • Master 0.18%
  • $3.1B
  • 1 new 1 add 4 reduce 1 exit

MSCI (Msci Inc.) is held in 8 featured 13F books as of 2026 Q2. Chris James - Meritage Group is the largest tracked holder by portfolio weight (5.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 2.7% Add +19.0% 3,211,753 $1.8B history
Andreas Halvorsen - Viking Global Investors 2026 Q2 1.9% New 1.9% 1,160,687 $650M history
Polen Capital Management 2026 Q2 3.2% Reduce −27.7% 671,797 $376M history
Chris James - Meritage Group 2026 Q2 5.9% Reduce −32.4% 274,569 $154M history
Thomas Gayner - Markel Group 2026 Q2 0.61% Hold 142,850 $80M history
Terry Smith - Fundsmith 2026 Q2 0.22% Reduce −17.3% 53,580 $30M history
Don Yacktman - Yacktman Asset Management 2026 Q2 0.08% Hold 10,900 $6M history
Jensen Investment Management 2026 Q2 0.09% Reduce −17.3% 6,410 $4M 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

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 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
DEFA14A Filing Doc
10-K Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 2, 2026 Filing Doc
4 Period Aug 28, 2026 · 3 forms Filing Doc
4 Period Jun 10, 2026 Filing Doc
4 Period Jun 2, 2026 Filing Doc
4 Period May 29, 2026 · 3 forms Filing Doc
4 Period May 15, 2026 Filing Doc
4 Period May 1, 2026 · 10 forms Filing Doc
4 Period Apr 28, 2026 Filing Doc
4 Period Apr 24, 2026 Filing Doc
4 Period Mar 17, 2026 Filing Doc
4 Period Feb 27, 2026 · 2 forms Filing Doc

Updated 11 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders