MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership39 shares
Latest Disclosed Value $ 21,021
Ancora Advisors, LLC reports 30.00% increase in ownership of MSCI / MSCI Inc.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 39 shares of MSCI Inc. (MX:MSCI) valued at $21,021 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 30 shares of MSCI Inc.. This represents a change in shares of 30.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F MSCI INC COM COM 55354G100 39 9 30.00 21 23.53 0.0003
2026-02-17 2025-12-31 13F MSCI INC COM COM 55354G100 30 20 200.00 17 240.00 0.0004
2025-11-14 2025-09-30 13F MSCI COM 55354G100 10 0 0.00 6 0.00 0.0001
2025-08-14 2025-06-30 13F MSCI COM 55354G100 10 0 0.00 6 0.00 0.0001
2025-05-15 2025-03-31 13F MSCI COM 55354G100 10 0 0.00 6 -16.67 0.0001
2025-02-14 2024-12-31 13F MSCI COM 55354G100 10 -279 -96.54 6 -96.43 0.0001
2024-11-14 2024-09-30 13F MSCI COM 55354G100 289 1 0.35 168 21.74 0.0038
2024-08-14 2024-06-30 13F MSCI COM 55354G100 288 -61 -17.48 139 -29.23 0.0034
2024-05-16 2024-03-31 13F MSCI COM 55354G100 349 0 0.00 196 -1.02 0.0044
2024-02-14 2023-12-31 13F MSCI COM 55354G100 349 -95 -21.40 197 -13.22 0.0046
2023-11-14 2023-09-30 13F MSCI COM 55354G100 444 0 0.00 228 9.13 0.0060
2023-08-14 2023-06-30 13F MSCI COM 55354G100 444 -120 -21.28 208 -33.97 0.0055
2023-05-16 2023-03-31 13F MSCI COM 55354G100 564 -1 -0.18 316 20.23 0.0090
2023-02-14 2022-12-31 13F MSCI COM 55354G100 565 1 0.18 262 10.08 0.0075
2022-11-14 2022-09-30 13F MSCI COM 55354G100 564 -4 -0.70 238 1.71 0.0074
2022-08-15 2022-06-30 13F MSCI COM 55354G100 568 4 0.71 234 -17.61 0.0066
2022-05-16 2022-03-31 13F/A-1 MSCI COM 55354G100 564 9 1.62 284 -16.47 0.0069
2022-05-13 2022-03-31 13F MSCI INC COM COM 55354G100 555 0 233 0.0040
2022-02-14 2021-12-31 13F MSCI COM 55354G100 555 0 0.00 340 0.59 0.0081
2021-11-15 2021-09-30 13F MSCI COM 55354G100 555 0 0.00 338 14.19 0.0087
2021-11-12 2021-06-30 13F/A-1 MSCI COM 55354G100 555 0 0.00 296 27.04 0.0077
2021-08-13 2021-06-30 13F MSCI COM 55354G100 555 0 296 0.0077
2021-11-12 2021-03-31 13F/A-1 MSCI INC COM COM 55354G100 555 0 0.00 233 -6.05 0.0064
2021-05-14 2021-03-31 13F MSCI INC COM COM 55354G100 555 0 233 0.0064
2021-11-12 2020-12-31 13F/A-1 MSCI COM 55354G100 555 0 0.00 248 25.25 0.0080
2021-02-12 2020-12-31 13F MSCI COM 55354G100 555 0 248 0.0080
2021-11-12 2020-09-30 13F/A-1 MSCI COM 55354G100 555 0 0.00 198 7.03 0.0079
2020-11-13 2020-09-30 13F MSCI COM 55354G100 555 0 198 0.0079
2021-11-12 2020-06-30 13F/A-1 MSCI COM 55354G100 555 -85 -13.28 185 0.00 0.0077
2020-08-14 2020-06-30 13F MSCI COM 55354G100 555 -85 185 0.0077
2021-11-12 2020-03-31 13F/A-1 MSCI COM 55354G100 640 0 0.00 185 12.12 0.0086
2020-05-14 2020-03-31 13F MSCI COM 55354G100 640 0 185 0.0086
2020-02-14 2019-12-31 13F MSCI COM 55354G100 640 640 165 0.0061
2019-11-14 2018-12-31 13F/A-1 MSCI COM 55354G100 0 -76 -100.00 0 -100.00
2018-11-13 2018-09-30 13F MSCI COM 55354G100 76 76 13 0.0005
2017-05-15 2017-03-31 13F MSCI COM 55354G100 0 -151 -100.00 0 -100.00
2017-02-14 2016-12-31 13F MSCI COM 55354G100 151 151 12 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.