MSCI Inc. – Investors and Politicians Who Own It
MSCI
Investors who own it
9 tracked investors, $1.2B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Andreas HalvorsenViking Global Investors, Q2 2026 | $650M | 1.85% |
Polen CapitalQ2 2026 | $376.2M | 3.24% |
Tom GaynerMarkel Group, Q2 2026 | $80M | 0.61% |
| $66M | 0.04% | |
Terry SmithFundsmith, Q2 2026 | $30M | 0.22% |
Ray DalioBridgewater Associates, Q2 2026 | $9.8M | 0.04% |
Yacktman Asset ManagementQ2 2026 | $6.1M | 0.08% |
Jensen Investment ManagementQ2 2026 | $3.6M | 0.09% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $1.8M | 0.03% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | $73.4K | 0.17% |
Kathy E. ManningD-NC · House | $68.1K | 0.25% |
Alan ArmstrongR-OK · Senate | $8.6K | 0.17% |
Robert P. Bresnahan, Jr.R-PA · House | $7.8K | 0.05% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Polen Capital | Added +35% | 2,228,293 |
| Dan Loeb | Sold out | 0 |
| Henry Ellenbogen | Reduced −43% | 180,610 |
| Triple Frond Partners | Sold out | 0 |
| National Pension Service (Korea) | Added +5.7% | 173,878 |
| Jensen Investment Management | Added +12% | 10,350 |
| Barry Ritholtz | Reduced −43% | 623 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Alan ArmstrongR-OK · Senate | Bought$1K–$15K | Mar 27, 2026disclosed Jul 21, 2026 |
Robert P. Bresnahan, Jr.R-PA · House | Bought$1K–$15K | Apr 8, 2025disclosed May 8, 2025 |
Julie JohnsonJointD-TX · House | Sold$1K–$15K | Apr 1, 2025disclosed May 14, 2025 |
Byron DonaldsSpouseR-FL · House | Sold$1K–$15K | Mar 20, 2025disclosed Apr 14, 2025 |
Byron DonaldsR-FL · House | Sold$1K–$15K | Mar 20, 2025disclosed Apr 14, 2025 |
Julie JohnsonJointD-TX · House | Bought$1K–$15K | Jan 15, 2025disclosed Feb 12, 2025 |
Robert P. Bresnahan, Jr.JointR-PA · House | Sold$1K–$15K | Jan 13, 2025disclosed Feb 13, 2025 |
Kathy E. ManningSpouseD-NC · House | Bought$1K–$15K | Jul 2, 2024disclosed Aug 16, 2024 |
Kathy E. ManningSpouseD-NC · House | Bought$1K–$15K | Jul 2, 2024disclosed Aug 16, 2024 |
Josh GottheimerJointD-NJ · House | Sold$1K–$15K | Feb 1, 2024disclosed Mar 7, 2024 |
Kathy E. ManningSpouseD-NC · House | Bought$1K–$15K | Jan 23, 2024disclosed Feb 6, 2024 |
Kathy E. ManningSpouseD-NC · House | Bought$15K–$50K | Jan 23, 2024disclosed Feb 6, 2024 |
Kathy E. ManningSpouseD-NC · House | Bought$1K–$15K | Jan 23, 2024disclosed Feb 6, 2024 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | Apr 27, 2023disclosed May 19, 2023 |
Josh GottheimerJointD-NJ · House | Sold part$1K–$15K | Jan 11, 2023disclosed Feb 17, 2023 |
Donald S. Beyer, Jr.JointD-VA · House | Sold$15K–$50K | Feb 28, 2022disclosed Mar 3, 2022 |
Donald S. Beyer, Jr.JointD-VA · House | Sold$1K–$15K | Feb 3, 2022disclosed Mar 3, 2022 |
Susie LeeJointD-NV · House | Sold$1K–$15K | Jun 17, 2021disclosed Jul 13, 2021 |
Donald S. Beyer, Jr.JointD-VA · House | Sold$1K–$15K | Mar 18, 2021disclosed Apr 1, 2021 |
Susie LeeJointD-NV · House | Bought$1K–$15K | Dec 22, 2020disclosed Jan 11, 2021 |
Donald S. Beyer, Jr.JointD-VA · House | Bought$1K–$15K | Dec 3, 2020disclosed Jan 1, 2021 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Oct 9, 2020disclosed Nov 5, 2020 |
Donald S. Beyer, Jr.JointD-VA · House | Sold$15K–$50K | Jul 14, 2020disclosed Aug 9, 2020 |
Donald S. Beyer, Jr.JointD-VA · House | Sold$1K–$15K | May 7, 2020disclosed May 31, 2020 |
Donald S. Beyer, Jr.JointD-VA · House | Sold$1K–$15K | May 1, 2020disclosed May 31, 2020 |
Donald S. Beyer, Jr.JointD-VA · House | Sold$1K–$15K | Apr 28, 2020disclosed May 9, 2020 |
Donald S. Beyer, Jr.JointD-VA · House | Sold$1K–$15K | Apr 28, 2020disclosed May 12, 2020 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Apr 16, 2020disclosed May 13, 2020 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Jan 29, 2020disclosed Feb 18, 2020 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Jan 28, 2020disclosed Feb 18, 2020 |
Donald S. Beyer, Jr.JointD-VA · House | Bought$1K–$15K | Jan 27, 2020disclosed Feb 22, 2020 |
Donald S. Beyer, Jr.JointD-VA · House | Bought$1K–$15K | Jan 10, 2020disclosed Feb 22, 2020 |
Gilbert Ray Cisneros, Jr.D-CA · House | Sold part$1K–$15K | Dec 24, 2019disclosed Jan 10, 2020 |
Donald S. Beyer, Jr.JointD-VA · House | Bought$1K–$15K | Dec 23, 2019disclosed Jan 2, 2020 |
Donald S. Beyer, Jr.JointD-VA · House | Bought$1K–$15K | Dec 10, 2019disclosed Dec 14, 2019 |
Donald S. Beyer, Jr.JointD-VA · House | Bought$1K–$15K | Nov 22, 2019disclosed Dec 14, 2019 |
Susie LeeJointD-NV · House | Sold$1K–$15K | Nov 21, 2019disclosed Jan 16, 2020 |
Donald S. Beyer, Jr.JointD-VA · House | Bought$1K–$15K | Nov 19, 2019disclosed Dec 14, 2019 |
Susie LeeJointD-NV · House | Bought$1K–$15K | Oct 10, 2019disclosed Dec 5, 2019 |