3 tracked superinvestors hold MSCI INC (MSCI), worth $463M combined, led by Brian Berghuis. Smart money is holding MSCI as of the latest 13F filings.
Current price
$603.35
+5.6%
1Y
MSCI Inc., together with its subsidiaries, provides investment decision support tools for the clients to manage their investment processes worldwide. It operates through four segments: Index, Analytics, ESG and Climate, and All Other Private Assets. The Index segment provides indexes for use in various areas of the investment process, including indexed product creation, such as ETFs, mutual…
Market cap
$42.9B
P/E
33.67
Div yield
1.3%
Revenue YoY
9.7%
Analyst target
$698
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$463M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding MSCI steady this quarter — buys and sells are balanced. 1 opened a brand-new position.
MSCI INC (MSCI) is held by 3 tracked funds worth $463M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Brian Berghuis at 1.9% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Li Lu), with 0 adding and 1 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 1.9% | $372M | |
| Trimmed | 3.8% | $80M | |
| New buy | 0.3% | $10M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own MSCI?
3 tracked funds hold MSCI INC (MSCI), the largest being Brian Berghuis (T. Rowe Price Mid-Cap Growth) at 1.9% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling MSCI?
In the most recent 13F quarter, 1 tracked fund added or opened MSCI and 1 trimmed it, including 1 brand-new position.
How much MSCI do tracked funds hold?
Combined disclosed long exposure to MSCI across tracked superinvestors is $463M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.