MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership494 shares
Latest Disclosed Value $ 283,507
Global Retirement Partners, LLC reports 247.89% increase in ownership of MSCI / MSCI Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 494 shares of MSCI Inc. (MX:MSCI) valued at $283,507 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 142 shares of MSCI Inc.. This represents a change in shares of 247.89% 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)
2026-02-06 2025-12-31 13F MSCI COM 55354G100 494 352 247.89 284 253.75 0.0050
2025-10-21 2025-09-30 13F MSCI COM 55354G100 142 14 10.94 81 9.59 0.0018
2025-08-12 2025-06-30 13F MSCI COM 55354G100 128 11 9.40 74 4.29 0.0018
2025-01-31 2024-12-31 13F MSCI COM 55354G100 117 -18 -13.33 70 -10.26 0.0020
2024-10-16 2024-09-30 13F MSCI COM 55354G100 135 38 39.18 79 69.57 0.0024
2024-07-23 2024-06-30 13F MSCI COM 55354G100 97 -255 -72.44 47 -76.65 0.0015
2024-04-23 2024-03-31 13F MSCI COM 55354G100 352 17 5.07 197 8.84 0.0074
2024-01-18 2023-12-31 13F MSCI COM 55354G100 335 -37 -9.95 182 -2.69 0.0076
2023-10-13 2023-09-30 13F MSCI COM 55354G100 372 12 3.33 187 10.71 0.0094
2023-07-20 2023-06-30 13F MSCI COM 55354G100 360 -1 -0.28 169 0.00 0.0083
2023-05-08 2023-03-31 13F MSCI COM 55354G100 361 5 1.40 168 1.82 0.0089
2023-02-13 2022-12-31 13F MSCI COM 55354G100 356 -23 -6.07 166 -7.30 0.0114
2022-11-03 2022-09-30 13F MSCI COM 55354G100 379 2 0.53 178 14.84 0.0135
2022-07-15 2022-06-30 13F MSCI COM 55354G100 377 13 3.57 155 2.65 0.0124
2022-07-14 2022-03-31 13F MSCI COM 55354G100 364 364 151 0.0119
2022-01-21 2021-12-31 13F MSCI COM 55354G100 0 -221 -100.00 0 -100.00
2021-10-22 2021-09-30 13F MSCI COM 55354G100 221 51 30.00 134 47.25 0.0133
2021-07-15 2021-06-30 13F MSCI COM 55354G100 170 32 23.19 91 56.90 0.0093
2021-04-14 2021-03-31 13F MSCI COM 55354G100 138 14 11.29 58 5.45 0.0068
2021-01-13 2020-12-31 13F MSCI COM 55354G100 124 -15 -10.79 55 10.00 0.0069
2020-10-09 2020-09-30 13F MSCI COM 55354G100 139 -78 -35.94 50 -30.56 0.0073
2020-07-13 2020-06-30 13F MSCI COM 55354G100 217 20 10.15 72 26.32 0.0115
2020-04-28 2020-03-31 13F MSCI COM 55354G100 197 35 21.60 57 35.71 0.0108
2020-01-23 2019-12-31 13F MSCI COM 55354G100 162 17 11.72 42 31.25 0.0064
2019-11-19 2019-09-30 13F MSCI COM 55354G100 145 -2 -1.36 32 -8.57 0.0053
2019-11-19 2019-06-30 13F MSCI COM 55354G100 147 -27 -15.52 35 0.00 0.0067
2019-05-07 2019-03-31 13F MSCI COM 55354G100 174 -28 -13.86 35 16.67 0.0085
2019-02-22 2018-12-31 13F MSCI COM 55354G100 202 0 0.00 30 -16.67 0.0077
2018-10-17 2018-09-30 13F MSCI COM 55354G100 202 141 231.15 36 260.00 0.0081
2018-08-13 2018-06-30 13F MSCI COM 55354G100 61 -3 -4.69 10 0.00 0.0025
2018-08-10 2018-03-31 13F MSCI COM 55354G100 64 0 0.00 10 25.00 0.0028
2018-08-13 2017-12-31 13F MSCI COM 55354G100 64 -2 -3.03 8 0.00 0.0022
2018-08-10 2017-09-30 13F MSCI COM 55354G100 66 0 0.00 8 14.29 0.0033
2018-08-10 2017-06-30 13F MSCI COM 55354G100 66 -3 -4.35 7 0.00 0.0033
2018-08-10 2017-03-31 13F MSCI COM 55354G100 69 69 7 0.0039
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.