NYSE · Consumer Discretionary

MSCI INC MSCI

MSCI Inc., together with its subsidiaries, provides research-based data, analytics, and indexes, supported by advanced technology worldwide. The Index segment provides indexes for use in various areas of the investment process, including indexed financial products, such as ETFs, mutual funds, annuities, futures, options, structured products, and over-the-counter derivatives; performance benchmarking; portfolio construction and rebalancing; and asset allocation, as well as licenses GICS and GICS Direct.

Business Services

Company profile

Business mix

  • The Index segment provides indexes for use in various areas of the investment process, including indexed financial products.
  • The Analytics segment offers risk management, performance attribution and portfolio management content, application, an integrated view of risk and return service, and an analysis of market, credit, liquidity, counterparty.
  • The Sustainability and Climate segment provides products and services that help institutional investors understand how ESG impacts the long-term risk and return of their portfolio and individual security-level investments.
  • The All Other – Private Assets segment comprises private credit, real estate and infrastructure data, benchmarks, return-analytics, climate assessments and market insights; business intelligence to real estate owners, managers, developers, and brokers.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in financial data & stock exchanges?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 7 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 35.23 FCF 3.49% Buyback 3.82%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 4.4% $1.5B 2026-03-31
Edgewood Management 4.9% $755.7M 2026-03-31
Polen Capital Management 3.5% $501.0M 2026-03-31
Baillie Gifford legacy James Anderson 0.5% $459.4M 2026-03-31
Markel Group Tom Gayner 0.6% $77.0M 2026-03-31
Fundsmith Terry Smith 0.3% $34.9M 2026-03-31
Himalaya Capital Li Lu 0.3% $10.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 5 Last 1 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $13.2M Estimated from net added shares
Reduction amount $339.3M Estimated from net reduced shares
Net share change / base shares -9.0% -601,149 / 6,710,973
Himalaya Capital Li Lu 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$10.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +18,939 (New) Total shares 18,939 Value $10.2M
Fundsmith Terry Smith 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -61.1% 13F value change -$60.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 166,619 Last 1 periods -101,831 (-61.1%) Total shares 64,788 Value $34.9M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.0% 13F value change -$126.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,755,747 Last 1 periods -56,358 (-2.0%) Total shares 2,699,389 Value $1.5B
Valley Forge Capital Management Dev Kantesaria 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$34.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 60,770 Last 1 periods -60,770 (-100.0%) Total shares 0 Value $0
Polen Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -30.2% 13F value change -$262.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,331,085 Last 1 periods -401,576 (-30.2%) Total shares 929,509 Value $501.0M
Edgewood Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -0.4% 13F value change -$51.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,407,058 Last 1 periods -5,066 (-0.4%) Total shares 1,401,992 Value $755.7M
Baillie Gifford legacy James Anderson 1 filing periods
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 0.7% 13F value change -$26.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 846,844 Last 1 periods +5,513 (+0.7%) Total shares 852,357 Value $459.4M
Markel Group Tom Gayner 1 filing periods
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 142,850 Last 1 periods +0 (0.0%) Total shares 142,850 Value $77.0M

Recent mentions

No public mentions.