MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionJanney Montgomery Scott LLC
Latest Disclosed Ownership2,899 shares
Latest Disclosed Value $ 1,563
Janney Montgomery Scott LLC reports 3.94% increase in ownership of MSCI / MSCI Inc.

On April 22, 2026 - Janney Montgomery Scott LLC filed a 13F-HR form disclosing ownership of 2,899 shares of MSCI Inc. (MX:MSCI) valued at $1,563 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,789 shares of MSCI Inc.. This represents a change in shares of 3.94% 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)
2026-04-22 2026-03-31 13F MSCI INC CL A Common Stock 55354G100 2,899 110 3.94 2 0.00 0.0039
2026-02-11 2025-12-31 13F MSCI INC CL A Common Stock 55354G100 2,789 -666 -19.28 2 0.00 0.0037
2025-10-27 2025-09-30 13F MSCI INC CL A Common Stock 55354G100 3,455 265 8.31 2 0.00 0.0046
2025-07-17 2025-06-30 13F MSCI INC CL A Common Stock 55354G100 3,190 -569 -15.14 2 -50.00 0.0048
2025-04-17 2025-03-31 13F MSCI INC CL A Common Stock 55354G100 3,759 897 31.34 2 100.00 0.0060
2025-01-17 2024-12-31 13F MSCI INC CL A Common Stock 55354G100 2,862 -351 -10.92 2 0.00 0.0048
2024-10-29 2024-09-30 13F MSCI INC CL A Common Stock 55354G100 3,213 -375 -10.45 2 0.00 0.0052
2024-07-25 2024-06-30 13F MSCI INC CL A Common Stock 55354G100 3,588 -269 -6.97 2 -50.00 0.0053
2024-05-01 2024-03-31 13F MSCI INC CL A Common Stock 55354G100 3,857 19 0.50 2 0.00 0.0064
2024-02-08 2023-12-31 13F MSCI INC CL A Common Stock 55354G100 3,838 662 20.84 2 100.00 0.0070
2023-11-08 2023-09-30 13F MSCI INC CL A Common Stock 55354G100 3,176 -129 -3.90 2 0.00 0.0061
2023-07-26 2023-06-30 13F MSCI INC CL A Common Stock 55354G100 3,305 10 0.30 2 0.00 0.0054
2023-04-28 2023-03-31 13F MSCI INC CL A Common Stock 55354G100 3,295 -2,697 -45.01 2 -50.00 0.0075
2023-02-01 2022-12-31 13F MSCI INC CL A Common Stock 55354G100 5,992 -467 -7.23 3 -99.93 0.0109
2022-10-25 2022-09-30 13F MSCI INC CL A Common Stock 55354G100 6,459 374 6.15 2,725 8.52 0.0117
2022-08-03 2022-06-30 13F MSCI INC CL A Common Stock 55354G100 6,085 -7,937 -56.60 2,511 -64.39 0.0113
2022-05-04 2022-03-31 13F LSI INDUSTRIES Common Stock 55354G100 14,022 -9,516 -40.43 7,051 -51.11 0.0302
2022-01-27 2021-12-31 13F MSCI INC CL A Common Stock 55354G100 23,538 -287 -1.20 14,421 -0.50 0.0559
2021-10-29 2021-09-30 13F MSCI INC CL A Common Stock 55354G100 23,825 662 2.86 14,493 17.37 0.0620
2021-07-26 2021-06-30 13F MSCI INC CL A Common Stock 55354G100 23,163 246 1.07 12,348 28.50 0.0544
2021-04-27 2021-03-31 13F MSCI INC CL A Common Stock 55354G100 22,917 -4,190 -15.46 9,609 -20.61 0.0467
2021-01-25 2020-12-31 13F MSCI INC CL A Common Stock 55354G100 27,107 852 3.25 12,104 29.22 0.0585
2020-11-06 2020-09-30 13F MSCI INC CL A Common Stock 55354G100 26,255 1,569 6.36 9,367 13.66 0.0534
2020-07-23 2020-06-30 13F MSCI INC CL A Common Stock 55354G100 24,686 5,020 25.53 8,241 45.01 0.0521
2020-04-30 2020-03-31 13F MSCI INC CL A Common Stock 55354G100 19,666 -3,379 -14.66 5,683 -4.49 0.0450
2020-01-21 2019-12-31 13F MSCI INC CL A Common Stock 55354G100 23,045 -954 -3.98 5,950 13.85 0.0391
2019-10-29 2019-09-30 13F MSCI INC CL A Common Stock 55354G100 23,999 -3,960 -14.16 5,226 -21.72 0.0380
2019-07-29 2019-06-30 13F MSCI INC CL A Common Stock 55354G100 27,959 2,061 7.96 6,676 29.63 0.0513
2019-04-30 2019-03-31 13F/A-1 MSCI INC CL A Common Stock 55354G100 25,898 -426 -1.62 5,150 32.70 0.0424
2019-04-30 2019-03-31 13F MSCI INC CL A Common Stock 55354G100 26,324 0 3,881
2019-02-01 2018-12-31 13F MSCI INC CL A Common Stock 55354G100 26,324 -1,263 -4.58 3,881 -20.70 0.0374
2018-11-05 2018-09-30 13F MSCI INC CL A Common Stock 55354G100 27,587 6,872 33.17 4,894 42.81 0.0421
2018-07-24 2018-06-30 13F MSCI INC CL A Common Stock 55354G100 20,715 1,387 7.18 3,427 18.62 0.0330
2018-04-19 2018-03-31 13F MSCI INC CL A Common Stock 55354G100 19,328 -200 -1.02 2,889 16.92 0.0291
2018-02-14 2017-12-31 13F MSCI INC CL A Common Stock 55354G100 19,528 1,920 10.90 2,471 20.07 0.0257
2017-11-15 2017-09-30 13F MSCI INC CL A Common Stock 55354G100 17,608 -179 -1.01 2,058 12.34 0.0235
2017-07-27 2017-06-30 13F MSCI INC CL A Common Stock 55354G100 17,787 905 5.36 1,832 11.64 0.0229
2017-04-26 2017-03-31 13F MSCI INC CL A Common Stock 55354G100 16,882 1,993 13.39 1,641 39.90 0.0218
2017-02-13 2016-12-31 13F MSCI INC CL A Common Stock 55354G100 14,889 4,473 42.94 1,173 34.21 0.0177
2016-11-14 2016-09-30 13F MSCI INC CL A Common Stock 55354G100 10,416 10,416 874 0.0154
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.