Terry Smith's MSCI Position Overview
Terry Smith (via Fundsmith Llp) currently holds 64,788 shares of MSCI Inc. (MSCI) worth $34.92 M, representing 0.27% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Terry Smith has maintained a strategic position in MSCI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 44,673 shares. Largest reduction occurred in Q1 2026, reducing 101,831 shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith's MSCI (MSCI) Holding Value Over Time
Track share changes against reported price movement
Quarterly MSCI (MSCI) Trades by Terry Smith
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -101,831 | Reduce 61.12% | 64,788 | $539.01 |
| Q2 2024 | -5,240 | Reduce 3.05% | 166,619 | $481.75 |
| Q1 2024 | -35,306 | Reduce 17.04% | 171,859 | $560.45 |
| Q4 2023 | -2,704 | Reduce 1.29% | 207,165 | $565.65 |
| Q3 2023 | -1,448 | Reduce 0.69% | 209,869 | $513.08 |
| Q4 2022 | -234 | Reduce 0.11% | 211,317 | $465.17 |
| Q3 2022 | +2,447 | Add 1.17% | 211,551 | $421.79 |
| Q2 2022 | -1,896 | Reduce 0.90% | 209,104 | $412.15 |
| Q1 2022 | +29 | Add 0.01% | 211,000 | $502.88 |
| Q4 2021 | +451 | Add 0.21% | 210,971 | $612.69 |
| Q3 2021 | +758 | Add 0.36% | 210,520 | $608.34 |
| Q2 2021 | +1,149 | Add 0.55% | 209,762 | $533.08 |
| Q1 2021 | +876 | Add 0.42% | 208,613 | $419.28 |
| Q4 2020 | +247 | Add 0.12% | 207,737 | $446.53 |
| Q2 2020 | +3,114 | Add 1.52% | 207,490 | $333.82 |
| Q1 2020 | +4,306 | Add 2.15% | 204,376 | $288.96 |
| Q3 2019 | +5,300 | Add 2.72% | 200,070 | $217.75 |
| Q2 2019 | +5,850 | Add 3.10% | 194,770 | $238.79 |
| Q1 2019 | +44,673 | Add 30.97% | 188,920 | $198.84 |
| Q4 2018 | +144,247 | New Buy | 144,247 | $147.43 |
Terry Smith's MSCI Investment FAQs
Terry Smith first purchased MSCI Inc. (MSCI) in Q4 2018, acquiring 144,247 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held MSCI Inc. (MSCI) for 30 quarters since Q4 2018.
Terry Smith's largest addition to MSCI Inc. (MSCI) was in Q4 2018, adding 144,247 shares worth $21.27 M.
According to the latest 13F filing for Q1 2026, Terry Smith's firm, Fundsmith Llp, owns 64,788 shares of MSCI Inc. (MSCI), valued at approximately $34.92 M.
As of the Q1 2026 filing, MSCI Inc. (MSCI) represents approximately 0.27% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings.
Terry Smith's peak holding in MSCI Inc. (MSCI) was 211,551 shares, as reported at the end of Q3 2022.