Which superinvestors hold Msci Inc (MSCI)?

Per the latest SEC 13F filings, 7 superinvestors hold Msci Inc (MSCI): Andreas Halvorsen, Polen Capital, Nathaniel Simons, Thomas Gayner, Terry Smith, Ray Dalio, Donald Yacktman. Combined value held is about $1.31B, with Andreas Halvorsen the largest holder.

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Msci Inc

MSCI

Held by 7 superinvestors.

Price$564.22

Holders7

Total value$1.31B

SEC 10-K · fundamentals

Business quality

as of 2025-12-31

Valuation basis: trailing twelve months to 2026-06-30 — latest 10-K plus unaudited 10-Q filings.

Revenue growth: +9.7%
Net margin: 38.4%
ROE: -45.3%
FCF margin: 49.4%

Revenue $1.70B → $3.13B · 6y

What makes a business high quality

Valuation · value band

Valuation

Years of buybacks have pushed shareholders' equity negative, so reproduction value and the moat can't be assessed from the asset side. No valuation verdict is shown here.

SEC 13F · holders

Superinvestors Holding This Security

7 holders · $1.31B combined · this quarter +2 opened / -1 exited

This quarter2 opened3 trimmed1 exited

Holders 6 → 7 · last 8q

Investor	Value	Shares	Weight (prev→now)
Andreas Halvorsen	$650.0M	1,160,687	New · 1.9%
Polen Capital	$376.2M	671,797	3.5% → 3.2% ▼
Nathaniel Simons	$153.8M	274,569	8.3% → 5.9% ▼
Thomas Gayner	$80.0M	142,850	0.6% → 0.6% ▼
Terry Smith	$30.0M	53,580	0.3% → 0.2% ▼
Ray Dalio	$9.8M	17,418	New · 0.0%
Donald Yacktman	$6.1M	10,900	0.1% → 0.1% ▼

Andreas Halvorsen
Value$650.0MWeight (prev→now)New · 1.9%
Polen Capital
Value$376.2MWeight (prev→now)3.5% → 3.2% ▼
Nathaniel Simons
Value$153.8MWeight (prev→now)8.3% → 5.9% ▼
Thomas Gayner
Value$80.0MWeight (prev→now)0.6% → 0.6% ▼
Terry Smith
Value$30.0MWeight (prev→now)0.3% → 0.2% ▼
Ray Dalio
Value$9.8MWeight (prev→now)New · 0.0%
Donald Yacktman
Value$6.1MWeight (prev→now)0.1% → 0.1% ▼

Exited this quarter (1)

Li Lu

SEC 13F · notes

Written summary

Msci Inc (MSCI) is held by 7 of the superinvestors tracked on Compounder, with a combined $1.31B in reported 13F value. The largest position belongs to Andreas Halvorsen, where it makes up 1.9% of the portfolio.

Other notable holders by value include Polen Capital (3.2% of its book), Nathaniel Simons (5.9% of its book) and Thomas Gayner (0.6% of its book).

Over the latest quarter, 2 of the tracked filers opened a new position in MSCI, 0 added to existing ones, 3 trimmed, and 1 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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