MSCI β€” MSCI Inc

Ownership history in Quantum Capital Management, LLC / NJ  Β·  23 quarters on record

AI Ownership Summary

Quantum Capital Management, LLC / NJ reported MSCI Inc (MSCI) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.79% in 2025 Q2. The latest visible filing shows MSCI at 5.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MSCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quantum Capital Management, LLC / NJ's position in MSCI Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MSCI was reported at 5.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.79% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Quantum Capital Management, LLC / NJ held MSCI β€” position size vs. price
% of Fund (quarterly)    MSCI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 87,485 -10,583 -10.8% 5.81% $50.2M 2026-02-14 (Est.) $526.06
2025 Q3 REDUCED 98,068 -10,801 -9.9% 6.10% $55.6M 2025-11-13 $569.30
2025 Q2 ADDED 108,869 +36,975 +51.4% 6.79% $62.8M 2025-08-14 $559.94
2025 Q1 REDUCED 71,894 -7,055 -8.9% 4.20% $40.7M 2025-05-14 $559.04
2024 Q4 ADDED 78,949 +191 +0.2% 5.08% $47.4M 2025-02-12 $563.13
2024 Q3 ADDED 78,758 +6,309 +8.7% 4.76% $45.9M 2024-11-13 $598.93
2024 Q2 ADDED 72,449 +39,111 +117.3% 3.95% $34.9M 2024-08-13 $534.54
2024 Q1 ADDED 33,338 +2,514 +8.2% 2.03% $18.7M 2024-05-14 $475.91
2023 Q4 REDUCED 30,824 -865 -2.7% 2.05% $17.4M 2024-02-12 $573.83
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MSCI

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.01% Aspect Partners, LLC 0.0%

FAQ About Quantum Capital Management, LLC / NJ and MSCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Quantum Capital Management, LLC / NJ reported owning MSCI?

Quantum Capital Management, LLC / NJ reported MSCI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MSCI position in Quantum Capital Management, LLC / NJ's portfolio?

The largest reported portfolio weight for MSCI was 6.79% in 2025 Q2.

What is the latest reported MSCI position on this page?

The most recent filing on this page is 2025 Q4, when Quantum Capital Management, LLC / NJ reported 87,485 shares, equal to 5.81% of portfolio, with an estimated market value of $50.2M.

What does the chart on this MSCI ownership page compare?

The chart compares Quantum Capital Management, LLC / NJ's quarterly MSCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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