MSCI MSCI INC

Ownership history in EDGEWOOD MANAGEMENT LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which EDGEWOOD MANAGEMENT LLC reported a position in MSCI INC (MSCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.44% (2025 Q1)
Avg. % of fund
3.18%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,407,058 -506,223 -26.5% 3.84% $807.3M $571.48
2025 Q3 REDUCED 1,913,281 -180,066 -8.6% 3.85% $1.09B $563.41
2025 Q2 REDUCED 2,093,347 -162,795 -7.2% 3.84% $1.21B $570.85
2025 Q1 ADDED 2,256,142 +223,708 +11.0% 4.44% $1.28B $557.97
2024 Q4 REDUCED 2,032,434 -163,205 -7.4% 3.50% $1.22B $590.16
2024 Q3 ADDED 2,195,639 +318,214 +16.9% 3.45% $1.28B $571.85
2024 Q2 ADDED 1,877,425 +316,719 +20.3% 2.45% $904.4M $471.25
2024 Q1 ADDED 1,560,706 +336,306 +27.5% 2.35% $874.7M $546.44
2023 Q4 REDUCED 1,224,400 -8,321 -0.7% 2.00% $692.6M $549.97
2023 Q3 INITIATED 1,232,721 2.07% $632.5M
% of Fund (quarterly)    MSCI price (monthly, adj. close)
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