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MSCI

MSCI, Inc. · XNYS

Season
Q2 2026 · as of Jun 30
Holders
8 of 97 filed · prev 8
Median weight
0.50%
Sector
Technology
Type
equity · US

Moves5 this quarter

Streakslongest holders · 53 quarters on record

  1. Baron Ron Baron, CEO 2.7%53+ quarters
  2. Markel Tom Gayner, CEO 0.6%46 quarters
  3. Fundsmith Terry Smith, founder 0.2%31 quarters
  4. Polen Dan Davidowitz, portfolio manager 3.2%12 quarters
  5. Jensen Robert McIver, CEO 0.1%10 quarters

The record for MSCI begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding8 Q2 2026

Largest weight3.2% Q2 2026

Holders8 of 97 filed · 1 exited

PolenDan Davidowitz, portfolio manager3.24%671,797$376Mtrimmed−28%−0.23 pp12 q
BaronRon Baron, CEO2.70%3,211,753$1.8Badded+19%+1.69 pp53+ q
VikingAndreas Halvorsen, CEO1.85%1,160,687$650Mnew+1.85 ppnew
MarkelTom Gayner, CEO0.61%142,850$80Mheld—46 q
Baillie0.40%796,246$446Mtrimmed−7%−0.07 pp5 q
FundsmithTerry Smith, founder0.17%53,580$30Mtrimmed−17%—31 q
JensenRobert McIver, CEO0.09%6,410$4Mtrimmed−17%—10 q
YacktmanStephen Yacktman, CIO0.08%10,900$6Mheld—9 q
HimalayaLi Lu, portfolio manager———exited−0.32 pp—