MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionIeq Capital, Llc
Latest Disclosed Ownership29,335 shares
Latest Disclosed Value $ 15,812,193
Ieq Capital, Llc reports 31.11% increase in ownership of MSCI / MSCI Inc.

On May 14, 2026 - Ieq Capital, Llc filed a 13F-HR form disclosing ownership of 29,335 shares of MSCI Inc. (MX:MSCI) valued at $15,812,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 22,375 shares of MSCI Inc.. This represents a change in shares of 31.11% 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.

Upgrade to unlock premium data and export to Excel .

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 29,335 6,960 31.11 15,812 23.18 0.0734
2026-02-13 2025-12-31 13F MSCI COM 55354G100 22,375 -7,575 -25.29 12,837 -24.46 0.0384
2025-11-14 2025-09-30 13F MSCI COM 55354G100 29,950 439 1.49 16,994 -0.15 0.0516
2025-08-14 2025-06-30 13F MSCI COM 55354G100 29,511 -6,182 -17.32 17,020 -15.68 0.1041
2025-05-14 2025-03-31 13F MSCI COM 55354G100 35,693 23,385 190.00 20,185 173.35 0.1605
2025-02-03 2024-12-31 13F MSCI COM 55354G100 12,308 6,072 97.37 7,385 103.19 0.0714
2024-11-14 2024-09-30 13F MSCI COM 55354G100 6,236 1,066 20.62 3,635 45.94 0.0446
2024-08-12 2024-06-30 13F MSCI COM 55354G100 5,170 327 6.75 2,491 -8.25 0.0335
2024-05-09 2024-03-31 13F MSCI COM 55354G100 4,843 172 3.68 2,715 2.73 0.0390
2024-02-07 2023-12-31 13F MSCI COM 55354G100 4,671 274 6.23 2,643 17.16 0.0440
2023-11-06 2023-09-30 13F MSCI COM 55354G100 4,397 -989 -18.36 2,256 -10.76 0.0459
2023-08-08 2023-06-30 13F MSCI COM 55354G100 5,386 35 0.65 2,528 -15.60 0.0510
2023-05-02 2023-03-31 13F MSCI COM 55354G100 5,351 -322 -5.68 2,995 13.50 0.0694
2023-02-06 2022-12-31 13F MSCI COM 55354G100 5,673 244 4.49 2,639 15.20 0.0739
2022-11-04 2022-09-30 13F MSCI COM 55354G100 5,429 2,394 78.88 2,290 83.05 0.0629
2022-07-27 2022-06-30 13F MSCI COM 55354G100 3,035 886 41.23 1,251 15.73 0.0379
2022-04-26 2022-03-31 13F MSCI COM 55354G100 2,149 170 8.59 1,081 -10.88 0.0258
2022-01-31 2021-12-31 13F MSCI COM 55354G100 1,979 68 3.56 1,213 4.30 0.0280
2021-11-09 2021-09-30 13F MSCI COM 55354G100 1,911 479 33.45 1,163 52.23 0.0309
2021-07-29 2021-06-30 13F MSCI COM 55354G100 1,432 245 20.64 764 53.41 0.0224
2021-05-04 2021-03-31 13F MSCI COM 55354G100 1,187 1,187 498 0.0206
2021-02-03 2020-12-31 13F MSCI COM 55354G100 0 -1,074 -100.00 0 -100.00
2020-11-03 2020-09-30 13F MSCI COM 55354G100 1,074 244 29.40 383 38.27 0.0206
2020-07-31 2020-06-30 13F MSCI COM 55354G100 830 -397 -32.36 277 -21.97 0.0180
2020-05-07 2020-03-31 13F MSCI COM 55354G100 1,227 137 12.57 355 25.89 0.0285
2020-02-11 2019-12-31 13F/A-1 MSCI COM 55354G100 1,090 1,090 282 0.0247
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.