Portfolio manager	Activity	Share change	% portfolio
Dev KantesariaTier 1 Valley Forge Capital Index monopoly add.	Add 8.00%	+15K	15.30%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Add 22.00%	+155K	0.40%
Joel GreenblattElite Gotham Asset Management	Reduce 22.00%	-117K	0.10%
Polen CapitalElite Polen Capital Management	Reduce 16.00%	-253K	3.30%

Q3 2025(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Add 92.00%	+331K	0.30%
Joel GreenblattElite Gotham Asset Management	Reduce 21.00%	-138K	0.20%
Polen CapitalElite Polen Capital Management	Reduce 9.00%	-157K	2.90%

Q2 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Buy (new)	+361K	0.20%
Polen CapitalElite Polen Capital Management	Reduce 7.00%	-127K	3.10%

Q1 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 356%	+516K	0.40%
Polen CapitalElite Polen Capital Management	Reduce 8.00%	-164K	3.30%

Q4 2024(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Dev KantesariaTier 1 Valley Forge Capital	Buy (new)	+60K	1.00%
Joel GreenblattElite Gotham Asset Management	Add 54.00%	+51K	0.10%
Polen CapitalElite Polen Capital Management	Reduce 9.00%	-196K	3.30%

Q3 2024(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 53.00%	+33K	0.10%
Polen CapitalElite Polen Capital Management	Add 35.00%	+578K	3.40%
Lee AinslieElite Maverick Capital	Sell (exit)	-150K	0.00%

Q2 2024(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 221%	+42K	0.00%
Lee AinslieElite Maverick Capital	Buy (new)	+150K	0.80%
Polen CapitalElite Polen Capital Management	Add 1113%	+1.51M	2.00%

Insider activity

SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.

Latest news

Recent headlines for MSCI.

Hedge funds holding MSCI

1 superinvestor hold MSCI Inc as a top position. Sorted by % of portfolio.

Manager	% Portfolio
Dev Kantesaria Index monopoly — fee compounder.	15.3%

Dividend tax by country

What will you keep of every $100 in MSCI dividend?

Your country of residenceCompany is domiciled inGross dividend (example)

Withholding rate

Domestic (no cross-border)

Tax withheld

$0.00

You'd receive

$1000.00

Of $1000 gross

Source & treaty reference

Treaty: Domestic — no cross-border withholding

Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)

U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

Get alerts when they buy or sell MSCI

One email per 13F filing — you'll know within hours if any tracked manager moves on MSCI.

Related smart-money signals

Derived from the same 13F filings

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Data sourced from SEC 13F filings. MSCI ownership reflects publicly disclosed long positions only. Not investment advice.