MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership117,605 shares
Latest Disclosed Value $ 63,390,272
Baird Financial Group, Inc. reports 1.45% increase in ownership of MSCI / MSCI Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 117,605 shares of MSCI Inc. (MX:MSCI) valued at $63,390,272 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 115,928 shares of MSCI Inc.. This represents a change in shares of 1.45% 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)
2026-05-14 2026-03-31 13F MSCI COM 55354G100 117,605 1,677 1.45 63,390 -4.69 0.0990
2026-02-13 2025-12-31 13F MSCI INC COM COMMON 55354G100 115,928 -12,915 -10.02 66,511 -9.02 0.1037
2025-11-13 2025-09-30 13F MSCI INC CL A COMMON 55354G100 128,843 -16,304 -11.23 73,107 -12.67 0.1176
2025-08-13 2025-06-30 13F MSCI INC COM COMMON 55354G100 145,147 -6,161 -4.07 83,712 -2.16 0.1468
2025-05-15 2025-03-31 13F MSCI INC COM COMMON 55354G100 151,308 -15,858 -9.49 85,565 -14.69 0.1647
2025-02-14 2024-12-31 13F MSCI INC CL A COMMON 55354G100 167,166 -10,552 -5.94 100,301 -3.18 0.1918
2024-11-14 2024-09-30 13F MSCI INC CL A COMMON 55354G100 177,718 -17,069 -8.76 103,597 10.40 0.2012
2024-08-14 2024-06-30 13F MSCI INC CL A COMMON 55354G100 194,787 12,241 6.71 93,839 -8.28 0.1947
2024-05-14 2024-03-31 13F MSCI INC CL A COMMON 55354G100 182,546 -809 -0.44 102,308 -1.36 0.2145
2024-02-14 2023-12-31 13F MSCI INC CL A COMMON 55354G100 183,355 -70,075 -27.65 103,715 -20.24 0.2364
2023-11-13 2023-09-30 13F MSCI INC CL A COMMON 55354G100 253,430 55,637 28.13 130,030 40.08 0.3547
2023-08-11 2023-06-30 13F MSCI INC CL A COMMON 55354G100 197,793 30,896 18.51 92,822 -0.63 0.2450
2023-05-15 2023-03-31 13F MSCI INC CL A COMMON 55354G100 166,897 1,752 1.06 93,411 122,807.89 0.2304
2023-02-13 2022-12-31 13F MSCI INC CL A COMMON 55354G100 165,145 19,088 13.07 77 -99.88 0.2023
2022-11-15 2022-09-30 13F MSCI INC CL A COMMON 55354G100 146,057 5,856 4.18 61,606 6.61 0.1815
2022-08-08 2022-06-30 13F MSCI INC CL A COMMON 55354G100 140,201 1,715 1.24 57,784 -17.03 0.1604
2022-05-13 2022-03-31 13F MSCI INC CL A COMMON 55354G100 138,486 2,798 2.06 69,642 -16.23 0.1721
2022-02-09 2021-12-31 13F MSCI INC CL A COMMON 55354G100 135,688 -5,444 -3.86 83,135 -3.17 0.1944
2021-11-12 2021-09-30 13F MSCI INC CL A COMMON 55354G100 141,132 -20,051 -12.44 85,856 -0.08 0.2196
2021-08-11 2021-06-30 13F MSCI INC CL A COMMON 55354G100 161,183 47,930 42.32 85,923 80.95 0.2233
2021-05-13 2021-03-31 13F MSCI INC CL A COMMON 55354G100 113,253 -782 -0.69 47,485 -6.75 0.1332
2021-02-11 2020-12-31 13F MSCI INC CL A COMMON 55354G100 114,035 107,212 1,571.33 50,920 1,992.03 0.1522
2020-11-12 2020-09-30 13F MSCI INC COMMON 55354G100 6,823 663 10.76 2,434 18.39 0.0083
2020-10-22 2020-06-30 13F/A-1 MSCI INC COMMON 55354G100 6,160 -1,202 -16.33 2,056 -3.34 0.0077
2020-08-14 2020-06-30 13F MSCI INC CL A COMMON 55354G100 7,386 24 1,907 3,779.2407
2020-05-14 2020-03-31 13F MSCI INC COMMON 55354G100 7,362 -628 -7.86 2,127 3.10 0.0097
2020-02-14 2019-12-31 13F MSCI INC COMMON 55354G100 7,990 -21,944 -73.31 2,063 -68.35 0.0074
2019-11-14 2019-09-30 13F MSCI Common 55354G100 29,934 -199 -0.66 6,518 -9.41 0.0257
2019-08-14 2019-06-30 13F MSCI COMMON 55354G100 30,133 28,045 1,343.15 7,195 1,633.73 0.0280
2019-05-14 2019-03-31 13F MSCI INC COMMON 55354G100 2,088 -765 -26.81 415 -1.43 0.0024
2019-02-14 2018-12-31 13F MSCI INC COMMON 55354G100 2,853 2,853 421 0.0029
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.