MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionLazard Asset Management Llc
Latest Disclosed Ownership33,864 shares
Latest Disclosed Value $ 18,253,035
Lazard Asset Management Llc reports 26.49% increase in ownership of MSCI / MSCI Inc.

On May 15, 2026 - Lazard Asset Management Llc filed a 13F-HR form disclosing ownership of 33,864 shares of MSCI Inc. (MX:MSCI) valued at $18,253,035 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,773 shares of MSCI Inc.. This represents a change in shares of 26.49% 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)
2026-05-15 2026-03-31 13F MSCI COM 55354G100 33,864 7,091 26.49 18,253 18.83 0.0156
2026-02-17 2025-12-31 13F MSCI COM 55354G100 26,773 3,175 13.45 15,360 14.72 0.0260
2025-11-14 2025-09-30 13F MSCI COM 55354G100 23,598 16,413 228.43 13,390 334,625.00 0.0180
2025-08-14 2025-06-30 13F MSCI Common Stock 55354G100 7,185 -221 -2.98 4 0.00 0.0057
2025-05-15 2025-03-31 13F MSCI Common Stock 55354G100 7,406 -4,624 -38.44 4 -42.86 0.0064
2025-02-14 2024-12-31 13F MSCI Common Stock 55354G100 12,030 1,319 12.31 7 16.67 0.0106
2024-11-14 2024-09-30 13F MSCI Common Stock 55354G100 10,711 -9,861 -47.93 6 -33.33 0.0083
2024-08-14 2024-06-30 13F MSCI Common Stock 55354G100 20,572 4,613 28.91 10 12.50 0.0124
2024-07-09 2024-03-31 13F/A-1 MSCI Common Stock 55354G100 15,959 813 5.37 9 0.00 0.0109
2024-05-14 2024-03-31 13F MSCI Common Stock 55354G100 15,959 813 9 0.0109
2024-02-14 2023-12-31 13F MSCI Common Stock 55354G100 15,146 -18,993 -55.63 9 -52.94 0.0108
2023-11-14 2023-09-30 13F MSCI Common Stock 55354G100 34,139 -46,107 -57.46 18 -54.05 0.0238
2023-08-15 2023-06-30 13F MSCI Common Stock 55354G100 80,246 -10,201 -11.28 38 -26.00 0.0464
2023-05-15 2023-03-31 13F MSCI Common Stock 55354G100 90,447 83,953 1,292.78 51 -98.34 0.0663
2023-02-15 2022-12-31 13F MSCI Common Stock 55354G100 6,494 5,712 730.43 3,020 817.93 0.0042
2022-11-14 2022-09-30 13F MSCI Common Stock 55354G100 782 -197 -20.12 329 -18.16 0.0005
2022-08-09 2022-06-30 13F MSCI Common Stock 55354G100 979 -3,081 -75.89 402 -80.30 0.0005
2022-05-13 2022-03-31 13F MSCI Common Stock 55354G100 4,060 -19,978 -83.11 2,041 -86.14 0.0024
2022-02-09 2021-12-31 13F MSCI Common Stock 55354G100 24,038 -7,562 -23.93 14,726 -23.39 0.0157
2021-11-15 2021-09-30 13F MSCI Common Stock 55354G100 31,600 19,181 154.45 19,222 190.36 0.0217
2021-08-12 2021-06-30 13F MSCI Common Stock 55354G100 12,419 0 0.00 6,620 27.16 0.0074
2021-05-14 2021-03-31 13F MSCI Common Stock 55354G100 12,419 5,783 87.15 5,206 75.76 0.0063
2021-02-11 2020-12-31 13F MSCI Common Stock 55354G100 6,636 -394 -5.60 2,962 18.10 0.0037
2020-11-13 2020-09-30 13F MSCI Common Stock 55354G100 7,030 6,034 605.82 2,508 655.42 0.0035
2020-08-13 2020-06-30 13F MSCI Common Stock 55354G100 996 -227 -18.56 332 -5.95 0.0005
2020-05-14 2020-03-31 13F MSCI Common Stock 55354G100 1,223 0 0.00 353 12.06 0.0006
2020-02-13 2019-12-31 13F MSCI Common Stock 55354G100 1,223 -8,887 -87.90 315 -85.69 0.0004
2019-11-14 2019-09-30 13F MSCI Common Stock 55354G100 10,110 -39,789 -79.74 2,201 -81.53 0.0036
2019-08-14 2019-06-30 13F MSCI Common Stock 55354G100 49,899 -605 -1.20 11,914 18.64 0.0193
2019-08-28 2019-03-31 13F/A-1 MSCI Common Stock 55354G100 50,504 40,411 400.39 10,042 574.87 0.0164
2019-05-13 2019-03-31 13F MSCI Common Stock 55354G100 50,504 40,015 10,042
2019-08-28 2018-12-31 13F/A-1 MSCI Common Stock 55354G100 10,093 4,965 96.82 1,488 63.70 0.0027
2019-02-13 2018-12-31 13F MSCI Common Stock 55354G100 10,489 4,965 1,546
2019-08-30 2018-09-30 13F/A-1 MSCI Common Stock 55354G100 5,128 -535 -9.45 909 -2.88 0.0015
2018-11-13 2018-09-30 13F MSCI Common Stock 55354G100 5,524 -139 979
2019-08-30 2018-06-30 13F/A-1 MSCI Common Stock 55354G100 5,663 -354 -5.88 936 4.12 0.0016
2018-08-13 2018-06-30 13F MSCI Common Stock 55354G100 6,059 42 1,001
2019-08-28 2018-03-31 13F/A-1 MSCI Common Stock 55354G100 6,017 -6,229 -50.87 899 -41.96 0.0015
2018-05-14 2018-03-31 13F MSCI Common Stock 55354G100 6,556 -5,859 979
2019-08-28 2017-12-31 13F/A-1 MSCI Common Stock 55354G100 12,246 -3,559 -22.52 1,549 -16.13 0.0027
2018-02-13 2017-12-31 13F MSCI Common Stock 55354G100 12,415 -3,390 1,570
2019-08-19 2017-09-30 13F/A-1 MSCI Common Stock 55354G100 15,805 -22,430 -58.66 1,847 -53.09 0.0033
2017-11-13 2017-09-30 13F MSCI Common Stock 55354G100 15,805 -22,419 1,847
2019-08-19 2017-06-30 13F/A-1 MSCI Common Stock 55354G100 38,235 -128,158 -77.02 3,937 -75.65 0.0074
2017-08-11 2017-06-30 13F MSCI Common Stock 55354G100 38,224 -128,169 3,936
2019-08-13 2017-03-31 13F/A-1 MSCI Common Stock 55354G100 166,393 7,812 4.93 16,170 29.44 0.0305
2017-05-12 2017-03-31 13F MSCI Common Stock 55354G100 167,289 8,708 16,257
2019-07-30 2016-12-31 13F/A-1 MSCI Common Stock 55354G100 158,581 65,697 70.73 12,492 60.24 0.0255
2017-02-13 2016-12-31 13F MSCI Common Stock 55354G100 158,581 71,886 12,492
2019-08-07 2016-09-30 13F/A-1 MSCI Common Stock 55354G100 92,884 27,340 41.71 7,796 54.25 0.0155
2016-11-14 2016-09-30 13F MSCI Common Stock 55354G100 86,695 21,167 7,277
2019-07-29 2016-06-30 13F/A-1 MSCI Common Stock 55354G100 65,544 65,544 5,054 0.0107
2016-08-15 2016-06-30 13F MSCI Common Stock 55354G100 65,528 5,053 0.0116
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.