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Generation Investment Management’s MSCI MSCI Stock Holding History

Generation Investment Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$301M Buy
538,342
+36,176
+7% +$21.1M 2.93% 12
2026
Q1 		$271M Buy
502,166
+274,917
+121% +$155M 2.43% 16
2025
Q4 		$130M Buy
+227,249
New +$127M 0.9% 22
2016
Q2 		– Sell
-2,051,330
Closed -$152M – 38
2016
Q1 		$152M Sell
2,051,330
-1,202,613
-37% -$83.2M 1.85% 19
2015
Q4 		$235M Hold
3,253,943
– – 3.02% 13
2015
Q3 		$193M Sell
3,253,943
-1,737,272
-35% -$109M 2.8% 15
2015
Q2 		$307M Sell
4,991,215
-3,259,128
-40% -$202M 4.12% 10
2015
Q1 		$506M Sell
8,250,343
-392,579
-5% -$21.9M 7.06% 2
2014
Q4 		$410M Sell
8,642,922
-1,206,233
-12% -$56.5M 5.89% 6
2014
Q3 		$463M Buy
9,849,155
+135,613
+1% +$6.27M 7.22% 4
2014
Q2 		$445M Buy
9,713,542
+271,758
+3% +$11.7M 7.13% 3
2014
Q1 		$406M Buy
9,441,784
+123,260
+1% +$5.38M 7.28% 3
2013
Q4 		$407M Sell
9,318,524
-42,075
-0.4% -$1.77M 7.46% 4
2013
Q3 		$377M Buy
9,360,599
+293,176
+3% +$11M 7.17% 4
2013
Q2 		$302M Buy
+9,067,423
New +$306M 5.82% 7

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Generation Investment Management's MSCI Position: Q2 2026 in Review

Generation Investment Management increased its MSCI (MSCI) stake by 7.2% in Q2 2026, buying an estimated $21.1M and bringing the position to 538,342 shares worth $301M. The position accounts for 2.93% of the portfolio, ranked #12.

Generation Investment Management first reported a position in MSCI in Q2 2013 and has held it in 15 quarters since. The position peaked at $506M in Q1 2015. 1,083 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Generation Investment Management held 538,342 shares of MSCI worth $301M as of Q2 2026.
  • Generation Investment Management bought 36,176 MSCI shares in Q2 2026, an estimated $21.1M.
  • MSCI made up 2.93% of Generation Investment Management's portfolio in Q2 2026, its #12 holding.
  • Generation Investment Management first reported a position in MSCI in Q2 2013 and has held it in 15 quarters since.
  • Generation Investment Management's MSCI position peaked at $506M in Q1 2015.
  • 1,083 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Generation Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.