MSCI

Msci Inc

6 super-investor ownerscombined $1.37Blargest position 3.2%

6 of the 83 super-investors we track hold MSCI, worth a combined $1.37B per their latest 13F filings. The largest position: Polen Capital Management at 3.2% of their portfolio. No cohort buying or selling was filed on the name this quarter. Conviction score: 32 of 100 (how strongly the cohort backs it) — ranked #292 of 742 stocks. The stock is up 14.6x since a tracked investor first held it at conviction size (Q1 2014 or earlier).

Held through it: Henry Ellenbogen (19q straight), Thomas Gayner (49q straight), Polen Capital Management (11q straight) and 6 more. All multibaggers the cohort held →

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Why super-investors own MSCI

MSCI is held by 6 super-investors in our cohort, with a combined position value of $1.4B. The highest-conviction owner is Polen Capital Management at 3.2% of their portfolio.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 6

Peak: 9

Owners (6) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Viking Global Investors	1.9%	— 1q	$650M	1,160,687
2	Polen Capital Management	3.2%	23q	$376M	671,797
3	Joel Greenblatt	0.1%	35q	$258M	460,566
4	Thomas Gayner	0.6%	40q	$80M	142,850
5	Yacktman Asset Management	0.1%	9q	$6M	10,900
6	Jensen Investment Management	0.1%	10q	$4M	6,410