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Disclosery

Baron Capital: MSCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Capital on MSCI, newest first. How the timeline and the estimate are built.

Baron Capital held 3,211,753 MSCI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,211,753 shares
    Change vs previous 13F +512,364 shares

    2.7% of the 13F portfolio, value $1,798,710,150.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,699,389 shares
    Change vs previous 13F +541,958 shares

    4.39% of the 13F portfolio, value $1,454,997,665.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 2,157,431 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $1,257,631,253.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).