Ray Dalio's MSCI Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 17,418 shares of MSCI Inc. (MSCI) worth $9.75 M, representing 0.04% of the portfolio. First purchased in 2013-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in MSCI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 17,418 shares. Largest reduction occurred in Q1 2018, reducing 12,130 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's MSCI (MSCI) Holding Value Over Time
Track share changes against reported price movement
Quarterly MSCI (MSCI) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +17,418 | New Buy | 17,418 | $560.04 |
| Q1 2026 | -971 | Sold Out | 0 | $0.00 |
| Q4 2025 | +971 | New Buy | 971 | $573.73 |
| Q3 2022 | -5,626 | Sold Out | 0 | $0.00 |
| Q2 2022 | +999 | Add 21.59% | 5,626 | $412.19 |
| Q1 2022 | +4,627 | New Buy | 4,627 | $502.92 |
| Q4 2021 | -1,516 | Sold Out | 0 | $0.00 |
| Q3 2021 | +1,516 | New Buy | 1,516 | $608.18 |
| Q1 2019 | -9,431 | Sold Out | 0 | $0.00 |
| Q4 2018 | +9,431 | New Buy | 9,431 | $147.39 |
| Q1 2018 | -12,130 | Sold Out | 0 | $0.00 |
| Q4 2017 | +12,130 | New Buy | 12,130 | $126.55 |
| Q3 2014 | -5,070 | Sold Out | 0 | $0.00 |
| Q1 2014 | -11,800 | Reduce 69.95% | 5,070 | $43.00 |
| Q4 2013 | +16,870 | New Buy | 16,870 | $43.75 |
Ray Dalio's MSCI Investment FAQs
Ray Dalio first purchased MSCI Inc. (MSCI) in Q4 2013, acquiring 16,870 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held MSCI Inc. (MSCI) for 16 quarters since Q4 2013.
Ray Dalio's largest addition to MSCI Inc. (MSCI) was in Q2 2026, adding 17,418 shares worth $9.75 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 17,418 shares of MSCI Inc. (MSCI), valued at approximately $9.75 M.
As of the Q2 2026 filing, MSCI Inc. (MSCI) represents approximately 0.04% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in MSCI Inc. (MSCI) was 17,418 shares, as reported at the end of Q2 2026.