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Ownership Capital B.V.’s MSCI MSCI Stock Holding History

Ownership Capital B.V.’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
2025
Q3 		$8.13M Sell
14,321
-119,645
-89% -$67.6M 4.57% 13
2025
Q2 		$77.3M Sell
133,966
-42,530
-24% -$23.5M 4.49% 11
2025
Q1 		$99.8M Sell
176,496
-32,699
-16% -$19M 4.57% 12
2024
Q4 		$126M Sell
209,195
-14,961
-7% -$8.98M 4.62% 11
2024
Q3 		$131M Sell
224,156
-47,917
-18% -$26M 4.18% 14
2024
Q2 		$131M Buy
272,073
+24,815
+10% +$12.3M 3.54% 14
2024
Q1 		$139M Sell
247,258
-19,870
-7% -$11.2M 3.17% 16
2023
Q4 		$151M Sell
267,128
-9,150
-3% -$4.72M 3.37% 16
2023
Q3 		$142M Buy
276,278
+162
+0.1% +$85.1K 3.55% 15
2023
Q2 		$130M Buy
+276,116
New +$135M 2.27% 18

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ownership Capital B.V.'s MSCI Position: Q3 2025 in Review

Ownership Capital B.V. reduced its MSCI (MSCI) stake by 89% in Q3 2025, selling an estimated $67.6M and leaving 14,321 shares worth $8.13M. The position accounts for 4.57% of the portfolio, ranked #13.

Ownership Capital B.V. first reported a position in MSCI in Q2 2023 and has held it in 10 quarters since. The position peaked at $151M in Q4 2023. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Ownership Capital B.V. held 14,321 shares of MSCI worth $8.13M as of Q3 2025.
  • Ownership Capital B.V. sold 119,645 MSCI shares in Q3 2025, an estimated $67.6M.
  • MSCI made up 4.57% of Ownership Capital B.V.'s portfolio in Q3 2025, its #13 holding.
  • Ownership Capital B.V. first reported a position in MSCI in Q2 2023 and has held it in 10 quarters since.
  • Ownership Capital B.V.'s MSCI position peaked at $151M in Q4 2023.
  • 1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Ownership Capital B.V.'s 13F filing for Q3 2025, filed 3 Nov 2025.