Who owns MSCI? 13F holders and whale ownership
MSCI is tracked across public portfolios in Whale Analyzer. This page answers who owns MSCI, which top funds are buying MSCI, aggregate disclosed value, and recent position changes based on public data. Edgewood Management is the largest reported holder at $756M; the top five funds control 97.9% of reported ownership; institutions were net selling last quarter (3 increased, 3 reduced); the stock trades above the aggregate whale cost basis of $493.01. Top tracked holders include Edgewood Management, Polen Capital, Baillie Gifford, and Al Gore / David Blood.
Continue to the live MSCI dashboardTop holders
| Investor | Reported value | Shares | Change |
|---|---|---|---|
| Edgewood Management 13F portfolio Edgewood Management LLC holdings | $755.7M | 1.4M | Reduced |
| Polen Capital 13F portfolio Polen Capital Management holdings | $501.0M | 929.5K | Reduced |
| Baillie Gifford 13F portfolio Baillie Gifford & Co holdings | $459.4M | 852.4K | Increased |
| Al Gore / David Blood 13F portfolio Generation Investment Management holdings | $270.7M | 502.2K | Increased |
| Tom Gayner 13F portfolio Markel Group holdings | $77.0M | 142.8K | Held |
| Terry Smith 13F portfolio Fundsmith Equity Fund holdings | $34.9M | 64.8K | Reduced |
| Li Lu 13F portfolio Himalaya Capital Management holdings | $10.2M | 18.9K | New |
Ownership concentration
Reported ownership of MSCI is highly concentrated across tracked institutions.
- Single largest holder: 35.8% of reported ownership
- Top 5 holders: 97.9%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 7 tracked institutions, 3 reduced, 3 increased, 1 held. Net positioning is net selling.
- Edgewood Management — Edgewood Management LLC ($755.7M) (▼ 0.4% qoq shares) · avg cost $474.85
- Polen Capital — Polen Capital Management ($501.0M) (▼ 30.2% qoq shares)
- Baillie Gifford — Baillie Gifford & Co ($459.4M) (▲ 0.7% qoq shares) · avg cost $554.77
- Al Gore / David Blood — Generation Investment Management ($270.7M) (▲ 121.0% qoq shares) · avg cost $550.19
- Tom Gayner — Markel Group ($77.0M) (→ 0.0% qoq shares) · avg cost $95.56
- Terry Smith — Fundsmith Equity Fund ($34.9M) (▼ 61.1% qoq shares)
- Li Lu — Himalaya Capital Management ($10.2M) · avg cost $539.01
Whale cost basis vs current price
The aggregate tracked cost basis is $493.01 versus a current price of $554.85, so MSCI trades above its cost basis (+12.5%). Average unrealized P&L across tracked holders: 110%.
Sector positioning — Financials
MSCI sits within the Financials sector alongside 84 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live MSCI dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on MSCI with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns MSCI stock?
Whale Analyzer tracks 7 public institutional holders of MSCI with a combined reported value of $2.11B. See the holder table above for the largest tracked positions.
Which top funds are buying MSCI?
Tracked institutions were net selling last quarter — 3 reduced, 3 increased, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is MSCI ownership?
The top five tracked holders report 97.9% of aggregate ownership.
Is MSCI above or below the whale cost basis?
The aggregate tracked cost basis is $493.01 versus a current price of $554.85 (+12.5%).
What does 13F ownership mean for MSCI?
Use the interactive MSCI dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.