Joel Greenblatt's MSCI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 3,807 shares of MSCI Inc. (MSCI) worth $2.18 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 33 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in MSCI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 10,705 shares. Largest reduction occurred in Q3 2014, reducing 89,213 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's MSCI (MSCI) Holding Value Over Time
Track share changes against reported price movement
Quarterly MSCI (MSCI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +27 | Add 0.71% | 3,807 | $573.73 |
| Q3 2025 | +1,251 | Add 49.47% | 3,780 | $567.41 |
| Q2 2025 | +1,471 | Add 139.04% | 2,529 | $576.74 |
| Q1 2025 | +1,058 | New Buy | 1,058 | $565.50 |
| Q4 2024 | -503 | Sold Out | 0 | $0.00 |
| Q3 2024 | -79 | Reduce 13.57% | 503 | $582.93 |
| Q2 2024 | -319 | Reduce 35.41% | 582 | $481.75 |
| Q1 2024 | +901 | New Buy | 901 | $560.45 |
| Q2 2023 | -564 | Sold Out | 0 | $0.00 |
| Q1 2023 | -4,637 | Reduce 89.16% | 564 | $559.69 |
| Q4 2022 | +4,288 | Add 469.66% | 5,201 | $465.17 |
| Q3 2022 | +913 | New Buy | 913 | $421.69 |
| Q2 2022 | -4,346 | Sold Out | 0 | $0.00 |
| Q1 2022 | +2,816 | Add 184.05% | 4,346 | $502.99 |
| Q4 2021 | +754 | Add 97.16% | 1,530 | $612.42 |
| Q3 2021 | +776 | New Buy | 776 | $608.25 |
| Q2 2021 | -573 | Sold Out | 0 | $0.00 |
| Q1 2021 | +573 | New Buy | 573 | $418.85 |
| Q1 2020 | -3,682 | Sold Out | 0 | $0.00 |
| Q4 2019 | -2,337 | Reduce 38.83% | 3,682 | $258.28 |
| Q3 2019 | +1,953 | Add 48.03% | 6,019 | $217.81 |
| Q2 2019 | +1,473 | Add 56.81% | 4,066 | $238.81 |
| Q1 2019 | -353 | Reduce 11.98% | 2,593 | $199.00 |
| Q4 2018 | -13,409 | Reduce 81.99% | 2,946 | $147.32 |
| Q3 2018 | +10,705 | Add 189.47% | 16,355 | $177.44 |
| Q2 2018 | +5,650 | New Buy | 5,650 | $165.49 |
| Q4 2014 | -13,971 | Sold Out | 0 | $0.00 |
| Q3 2014 | -89,213 | Reduce 86.46% | 13,971 | $47.03 |
| Q2 2014 | +10,574 | Add 11.42% | 103,184 | $45.85 |
| Q1 2014 | -1,983 | Reduce 2.10% | 92,610 | $43.02 |
| Q4 2013 | +2,246 | Add 2.43% | 94,593 | $43.72 |
| Q3 2013 | -1,537 | Reduce 1.64% | 92,347 | $40.26 |
| Q2 2013 | +93,885 | Add 0.00% | 93,884 | $33.28 |
Joel Greenblatt's MSCI Investment FAQs
Joel Greenblatt first purchased MSCI Inc. (MSCI) in Q2 2013, acquiring 93,884 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held MSCI Inc. (MSCI) for 33 quarters since Q2 2013.
Joel Greenblatt's largest addition to MSCI Inc. (MSCI) was in Q2 2013, adding 93,884 shares worth $3.12 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 3,807 shares of MSCI Inc. (MSCI), valued at approximately $2.18 M.
As of the Q4 2025 filing, MSCI Inc. (MSCI) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in MSCI Inc. (MSCI) was 103,184 shares, as reported at the end of Q2 2014.