MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionJpmorgan Chase & Co
Latest Disclosed Ownership763,428 shares
Latest Disclosed Value $ 406,052,852
Jpmorgan Chase & Co reports 14.37% increase in ownership of MSCI / MSCI Inc.

On May 13, 2026 - Jpmorgan Chase & Co filed a 13F-HR/A form disclosing ownership of 763,428 shares of MSCI Inc. (MX:MSCI) valued at $406,052,852 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 667,516 shares of MSCI Inc.. This represents a change in shares of 14.37% 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)
2026-05-13 2026-03-31 13F/A-1 MSCI COMMON 55354G100 763,428 95,912 14.37 406,053 6.03 0.0028
2026-05-13 2026-03-31 13F MSCI COMMON 55354G100 0 -100.00 0
2026-02-11 2025-12-31 13F MSCI COMMON 55354G100 667,516 -401,664 -37.57 382,974 -36.87 0.0240
2025-11-26 2025-09-30 13F/A-1 MSCI COMMON 55354G100 1,069,180 282,859 35.97 606,674 33.77 0.0363
2025-11-07 2025-09-30 13F MSCI COMMON 55354G100 1,069,180 282,859 606,674 0.0038
2025-08-12 2025-06-30 13F MSCI COMMON 55354G100 786,321 170,551 27.70 453,513 30.24 0.0297
2025-05-12 2025-03-31 13F MSCI COMMON 55354G100 615,770 47,936 8.44 348,218 2.20 0.0254
2025-02-12 2024-12-31 13F MSCI COMMON 55354G100 567,834 31,623 5.90 340,707 9.00 0.0254
2024-12-26 2024-09-30 13F/A-1 MSCI COMMON 55354G100 536,211 23,050 4.49 312,574 26.44 0.0238
2024-11-08 2024-09-30 13F MSCI COMMON 55354G100 536,211 23,050 312,574 0.0238
2024-12-26 2024-06-30 13F/A-1 MSCI COMMON 55354G100 513,161 35,967 7.54 247,216 -7.56 0.0203
2024-08-12 2024-06-30 13F MSCI COMMON 55354G100 513,161 35,967 247,216 0.0203
2024-12-26 2024-03-31 13F/A-1 MSCI COMMON 55354G100 477,194 -305,230 -39.01 267,443 -39.57 0.0226
2024-05-10 2024-03-31 13F MSCI COMMON 55354G100 477,194 -305,230 267,443 0.0226
2024-12-26 2023-12-31 13F/A-1 MSCI COMMON 55354G100 782,424 -10,810 -1.36 442,578 8.74 0.0424
2024-02-12 2023-12-31 13F MSCI COMMON 55354G100 782,424 -10,810 442,578 0.0425
2023-11-14 2023-09-30 13F MSCI COMMON 55354G100 793,234 -4,786 -0.60 406,993 8.68 0.0449
2023-08-11 2023-06-30 13F MSCI COMMON 55354G100 798,020 -483,814 -37.74 374,503 -47.80 0.0407
2023-05-18 2023-03-31 13F/A-1 MSCI COMMON 55354G100 1,281,834 311,370 32.08 717,432 158,975.61 0.0874
2023-05-11 2023-03-31 13F MSCI COMMON 55354G100 1,244,207 273,743 717,432 0.0106
2023-02-13 2022-12-31 13F MSCI COMMON 55354G100 970,464 113,297 13.22 451 -99.88 0.0595
2022-11-14 2022-09-30 13F MSCI COMMON 55354G100 857,167 -16,514 -1.89 361,546 0.41 0.0519
2022-08-11 2022-06-30 13F MSCI COMMON 55354G100 873,681 81,436 10.28 360,086 -9.62 0.0502
2022-05-11 2022-03-31 13F MSCI COMMON 55354G100 792,245 -80,700 -9.24 398,404 -25.51 0.0480
2022-02-11 2021-12-31 13F/A-1 MSCI COMMON 55354G100 872,945 8,753 1.01 534,843 1.73 0.0618
2022-02-10 2021-12-31 13F MSCI COMMON 55354G100 872,945 8,753 534,843 0.0612
2021-11-12 2021-09-30 13F MSCI COMMON 55354G100 864,192 -27,462 -3.08 525,723 10.60 0.0650
2021-08-12 2021-06-30 13F MSCI COMMON 55354G100 891,654 61,250 7.38 475,325 36.52 0.0567
2021-05-12 2021-03-31 13F MSCI COMMON 55354G100 830,404 -161,199 -16.26 348,171 -21.37 0.0465
2021-02-19 2020-12-31 13F/A-1 MSCI COMMON 55354G100 991,603 -23,218 -2.29 442,783 22.55 0.0651
2021-02-11 2020-12-31 13F MSCI COMMON 55354G100 991,603 -23,218 442,783 10,950.3391
2020-11-12 2020-09-30 13F/A-1 MSCI COMMON 55354G100 1,014,821 65,110 6.86 361,305 13.96 0.0607
2020-11-12 2020-09-30 13F MSCI COMMON 55354G100 1,014,821 361,305
2020-08-11 2020-06-30 13F MSCI COMMON 55354G100 949,711 179,431 23.29 317,032 42.44 0.0612
2020-05-12 2020-03-31 13F MSCI COMMON 55354G100 770,280 -184,359 -19.31 222,578 -9.69 0.0523
2020-02-11 2019-12-31 13F MSCI COMMON 55354G100 954,639 -260,994 -21.47 246,470 -6.89 0.0460
2019-11-12 2019-09-30 13F MSCI COMMON 55354G100 1,215,633 190,609 18.60 264,706 10.31 0.0527
2019-08-07 2019-06-30 13F MSCI COMMON 55354G100 1,025,024 296,907 40.78 239,957 65.74 0.0469
2019-05-07 2019-03-31 13F MSCI COMMON 55354G100 728,117 502,999 223.44 144,779 336.23 0.0296
2019-02-11 2018-12-31 13F MSCI COMMON 55354G100 225,118 -329,680 -59.42 33,189 -66.28 0.0077
2018-11-13 2018-09-30 13F/A-1 MSCI COMMON 55354G100 554,798 15,474 2.87 98,428 10.32 0.0188
2018-11-07 2018-09-30 13F MSCI COMMON 55354G100 554,798 15,474 98,428
2018-08-14 2018-06-30 13F MSCI COMMON 55354G100 539,324 -124,617 -18.77 89,220 -10.10 0.0183
2018-05-10 2018-03-31 13F MSCI COMMON 55354G100 663,941 -358,966 -35.09 99,239 -23.33 0.0213
2018-02-13 2017-12-31 13F MSCI COMMON 55354G100 1,022,907 -56,003 -5.19 129,439 2.57 0.0273
2017-11-09 2017-09-30 13F MSCI COMMON 55354G100 1,078,910 -68,437 -5.96 126,200 6.80 0.0278
2017-08-09 2017-06-30 13F MSCI COMMON 55354G100 1,147,347 129,131 12.68 118,165 19.41 0.0270
2017-05-10 2017-03-31 13F MSCI COMMON 55354G100 1,018,216 -281,975 -21.69 98,961 -3.39 0.0226
2017-02-06 2016-12-31 13F MSCI COMMON 55354G100 1,300,191 81,380 6.68 102,429 0.12 0.0246
2016-11-04 2016-09-30 13F MSCI COMMON 55354G100 1,218,811 -107,781 -8.12 102,306 0.00 0.0252
2016-08-08 2016-06-30 13F MSCI COMMON 55354G100 1,326,592 131,172 10.97 102,307 15.53 0.0255
2016-05-10 2016-03-31 13F MSCI COMMON 55354G100 1,195,420 205,728 20.79 88,556 24.05 0.0227
2016-02-12 2015-12-31 13F MSCI COMMON 55354G100 989,692 509,129 105.94 71,387 149.82 0.0179
2015-11-13 2015-09-30 13F MSCI COMMON 55354G100 480,563 168,397 53.94 28,575 48.72 0.0076
2015-08-14 2015-06-30 13F MSCI COMMON 55354G100 312,166 290,285 1,326.65 19,214 1,331.74 0.0045
2015-05-15 2015-03-31 13F MSCI COMMON 55354G100 21,881 21,881 -92.99 1,342 -93.02 0.0003
2015-02-13 2014-12-31 13F MSCI COMMON 55354G100 0 -149,972 -100.00 0 -100.00
2014-12-08 2014-09-30 13F/A-1 MSCI COMMON 55354G100 149,972 -56,624 -27.41 7,051 -25.56 0.0017
2014-11-14 2014-09-30 13F MSCI COMMON 55354G100 149,972 7,051
2014-09-03 2014-06-30 13F/A-1 MSCI COMMON 55354G100 206,596 52,383 33.97 9,472 42.78 0.0024
2014-08-14 2014-06-30 13F MSCI COMMON 55354G100 206,596 9,472
2014-05-15 2014-03-31 13F MSCI COMMON 55354G100 154,213 3,245 2.15 6,634 0.52 0.0018
2014-02-26 2013-12-31 13F/A-1 MSCI COMMON 55354G100 150,968 -97,664 -39.28 6,600 -34.07 0.0019
2014-02-13 2013-12-31 13F MSCI COMMON 55354G100 150,968 6,600
2013-10-31 2013-09-30 13F MSCI COMMON 55354G100 248,632 135,118 119.03 10,010 165.03 0.0030
2013-08-13 2013-06-30 13F MSCI COMMON 55354G100 113,514 113,514 3,777 0.0012
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.