Follow-The-Filings

Security

MSCI

Msci Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 2 new 3 exits max 8.3% (Chris James - Meritage Gr...)

grid → activity →
owners 19
rank #248
master % 0.12%
max % 8.3%
tracked value $9.5B
qoq N 2 A 6 R 8 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Chris James - Meritage Group LP 2026 Q1 8.3% Reduce -0.07 pp 406,084 $219M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 4.4% Reduce +0.11 pp 2,699,389 $1.5B hist
Polen Capital Management LLC 2026 Q1 3.5% Reduce +0.21 pp 929,509 $501M hist
Li Lu - Himalaya Capital Management LLC 2026 Q1 0.3% New 0.3% 18,939 $10M hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Exit -0.30 pp 372,616 $214M hist
Terry Smith - Fundsmith LLP 2026 Q1 0.3% Reduce -0.29 pp 64,788 $35M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.2% Add +0.04 pp 653,023 $352M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.02 pp 612,159 $330M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce 0.00 pp 9,365,717 $5.4B hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.1% — 10,900 $6M hist
Jensen Investment Management Inc. 2026 Q1 0.1% Reduce -0.01 pp 7,750 $4M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Add +0.02 pp 755,002 $407M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.06 pp 921,269 $529M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 44,830 $24M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 44,828 $24M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 7,616 $4M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 2,710 $1M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 58 $31 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 39 $21 hist
Dev Kantesaria - Valley Forge Capital Management, LP exited 2026 Q1 last 2025 Q4 0.8% Exit -0.79 pp 60,770 $35M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 971 $557 hist
D. E. Shaw & Co., Inc. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 382 $219 hist

19 current · 3 exited last period · options excluded

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
Gross profit — — —
Gross margin — — —
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 -$739.76M -$940M -$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 -$953.93M -$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