7 hedge funds and family offices disclose a MSCI position in their latest SEC 13F filing — combined $1.61B in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 1,331,085 | $763.7M | 3.26% | 2025-12-31 |
| 2 | Viking Global | Viking Global Investors LP | 1,160,687 | $650.0M | 1.85% | 2026-06-30 |
| 3 | Terry Smith | Fundsmith LLP | 166,619 | $95.6M | 0.56% | 2025-12-31 |
| 4 | Tom Gayner | Markel Group Inc. | 142,850 | $80.0M | 0.61% | 2026-06-30 |
| 5 | Ray Dalio | Bridgewater Associates LP | 17,418 | $9.8M | 0.04% | 2026-06-30 |
| 6 | Donald Yacktman | Yacktman Asset Management LP | 10,900 | $6.1M | 0.08% | 2026-06-30 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 31 | $18K | 0.00% | 2025-12-31 |
As of the latest 13F window, 7 tracked superinvestors hold MSCI. The largest disclosed position is Polen Capital at $763.7M (3.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MSCI, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
7 hedge funds and family offices disclose a MSCI position in their latest SEC 13F filing — combined $1.61B in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 1,331,085 | $763.7M | 3.26% | 2025-12-31 |
| 2 | Viking Global | Viking Global Investors LP | 1,160,687 | $650.0M | 1.85% | 2026-06-30 |
| 3 | Terry Smith | Fundsmith LLP | 166,619 | $95.6M | 0.56% | 2025-12-31 |
| 4 | Tom Gayner | Markel Group Inc. | 142,850 | $80.0M | 0.61% | 2026-06-30 |
| 5 | Ray Dalio | Bridgewater Associates LP | 17,418 | $9.8M | 0.04% | 2026-06-30 |
| 6 | Donald Yacktman | Yacktman Asset Management LP | 10,900 | $6.1M | 0.08% | 2026-06-30 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 31 | $18K | 0.00% | 2025-12-31 |
As of the latest 13F window, 7 tracked superinvestors hold MSCI. The largest disclosed position is Polen Capital at $763.7M (3.3% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying MSCI, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
