MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership468,145 shares
Latest Disclosed Value $ 252,334,841
Legal & General Group Plc reports 11.97% decrease in ownership of MSCI / MSCI Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 468,145 shares of MSCI Inc. (MX:MSCI) valued at $252,334,841 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 531,787 shares of MSCI Inc.. This represents a change in shares of -11.97% 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)
2026-05-08 2026-03-31 13F MSCI COM 55354G100 468,145 -63,642 -11.97 252,335 -17.30 0.0584
2026-02-09 2025-12-31 13F MSCI COM 55354G100 531,787 -100,239 -15.86 305,102 -14.92 0.0677
2025-11-13 2025-09-30 13F MSCI COM 55354G100 632,026 51,901 8.95 358,618 7.18 0.0805
2025-08-12 2025-06-30 13F MSCI COM 55354G100 580,125 25,859 4.67 334,581 6.75 0.0830
2025-05-15 2025-03-31 13F MSCI COM 55354G100 554,266 23,107 4.35 313,437 -1.65 0.0854
2025-02-13 2024-12-31 13F MSCI COM 55354G100 531,159 14,715 2.85 318,701 5.86 0.0843
2025-02-28 2024-09-30 13F/A-2 MSCI COM 55354G100 516,444 -4,771 -0.92 301,050 19.89 0.0792
2024-11-14 2024-09-30 13F/A-1 MSCI COM 55354G100 619,925 -17,456 361,373 0.0753
2024-11-14 2024-09-30 13F MSCI COM 55354G100 619,925 -17,456 361,373 0.0753
2025-05-29 2024-06-30 13F/A-1 MSCI COM 55354G100 521,215 3,919 0.76 251,095 -13.39 0.0709
2024-08-14 2024-06-30 13F MSCI COM 55354G100 637,381 25,497 307,058 0.0687
2025-05-29 2024-03-31 13F/A-2 MSCI COM 55354G100 517,296 -26,466 -4.87 289,918 -5.74 0.0835
2024-07-01 2024-03-31 13F/A-1 MSCI COM 55354G100 611,884 -27,433 342,930 0.0801
2024-05-14 2024-03-31 13F MSCI COM 55354G100 611,884 -27,433 342,930 0.0412
2025-05-29 2023-12-31 13F/A-1 MSCI COM 55354G100 543,762 7,359 1.37 307,578 11.76 0.0956
2024-02-15 2023-12-31 13F MSCI COM 55354G100 639,317 102,914 361,628 0.0928
2023-11-14 2023-09-30 13F MSCI COM 55354G100 536,403 -30,181 -5.33 275,218 3.51 0.0960
2023-08-14 2023-06-30 13F MSCI COM 55354G100 566,584 4,601 0.82 265,892 -15.46 0.0865
2023-05-15 2023-03-31 13F MSCI COM 55354G100 561,983 26,352 4.92 314,534 26.24 0.1125
2023-02-14 2022-12-31 13F MSCI COM 55354G100 535,631 -36,918 -6.45 249,160 3.17 0.0956
2022-11-14 2022-09-30 13F MSCI COM 55354G100 572,549 -81,524 -12.46 241,495 -10.42 0.0943
2022-08-22 2022-06-30 13F MSCI COM 55354G100 654,073 -2,358 -0.36 269,576 -18.34 0.0954
2022-05-16 2022-03-31 13F MSCI COM 55354G100 656,431 53,141 8.81 330,106 -10.69 0.1004
2022-02-14 2021-12-31 13F MSCI COM 55354G100 603,290 -15,694 -2.54 369,630 -1.84 0.1118
2021-11-15 2021-09-30 13F MSCI COM 55354G100 618,984 66,948 12.13 376,553 27.96 0.1224
2021-08-12 2021-06-30 13F MSCI COM 55354G100 552,036 26,678 5.08 294,280 33.60 0.0984
2021-05-17 2021-03-31 13F MSCI COM 55354G100 525,358 -13,760 -2.55 220,272 -8.50 0.0821
2021-02-12 2020-12-31 13F MSCI COM 55354G100 539,118 -16,840 -3.03 240,732 21.36 0.0943
2020-11-13 2020-09-30 13F MSCI COM 55354G100 555,958 -17,271 -3.01 198,355 3.66 0.0886
2020-08-14 2020-06-30 13F MSCI COM 55354G100 573,229 -26,162 -4.36 191,355 10.53 0.0925
2020-05-14 2020-03-31 13F MSCI COM 55354G100 599,391 37,358 6.65 173,132 19.31 0.1012
2020-02-13 2019-12-31 13F MSCI COM 55354G100 562,033 13,891 2.53 145,106 10.86 0.0691
2019-08-14 2019-06-30 13F MSCI COM 55354G100 548,142 13,473 2.52 130,891 23.12 0.0704
2019-05-15 2019-03-31 13F MSCI COM 55354G100 534,669 91,497 20.65 106,313 62.72 0.0607
2019-02-15 2018-12-31 13F MSCI COM 55354G100 443,172 38,655 9.56 65,336 -8.96 0.0506
2018-11-20 2018-09-30 13F MSCI COM 55354G100 404,517 15,496 3.98 71,766 11.51 0.0514
2018-08-10 2018-06-30 13F MSCI COM 55354G100 389,021 -36,567 -8.59 64,356 1.17 0.0497
2018-05-17 2018-03-31 13F MSCI COM 55354G100 425,588 266,468 167.46 63,613 215.93 0.0485
2018-02-13 2017-12-31 13F MSCI COM 55354G100 159,120 402 0.25 20,135 8.52 0.0146
2017-11-09 2017-09-30 13F MSCI COM 55354G100 158,718 15,076 10.50 18,554 25.39 0.0140
2017-08-03 2017-06-30 13F MSCI COM 55354G100 143,642 5,136 3.71 14,797 9.93 0.0120
2017-05-12 2017-03-31 13F MSCI COM 55354G100 138,506 32,977 31.25 13,460 61.92 0.0114
2017-02-13 2016-12-31 13F MSCI COM 55354G100 105,529 22,601 27.25 8,313 19.44 0.0078
2016-10-12 2016-09-30 13F MSCI COM 55354G100 82,928 -1,251 -1.49 6,960 7.31 0.0071
2016-08-16 2016-06-30 13F MSCI COM 55354G100 84,179 19,660 30.47 6,486 35.75 0.0068
2016-05-16 2016-03-31 13F MSCI COM 55354G100 64,519 31,625 96.14 4,778 101.26 0.0053
2016-02-16 2015-12-31 13F MSCI COM 55354G100 32,894 -3,420 -9.42 2,374 10.06 0.0027
2015-11-13 2015-09-30 13F MSCI COM 55354G100 36,314 823 2.32 2,157 -1.33 0.0026
2015-07-31 2015-06-30 13F MSCI COM 55354G100 35,491 4,685 15.21 2,186 15.85 0.0026
2015-05-14 2015-03-31 13F MSCI COM 55354G100 30,806 3,620 13.32 1,887 46.17 0.0023
2015-02-20 2014-12-31 13F/A-1 MSCI COM 55354G100 27,186 -1,567 -5.45 1,291 -4.51 0.0015
2015-02-17 2014-12-31 13F MSCI COM 55354G100 27,186 -1,567 1,291 0.0016
2014-11-14 2014-09-30 13F MSCI COM 55354G100 28,753 3,042 11.83 1,352 14.67 0.0016
2014-08-13 2014-06-30 13F MSCI COM 55354G100 25,711 1,968 8.29 1,179 15.48 0.0014
2014-05-14 2014-03-31 13F MSCI COM 55354G100 23,743 1,090 4.81 1,021 3.13 0.0012
2014-02-07 2013-12-31 13F MSCI COM 55354G100 22,653 0 0.00 990 8.55 0.0012
2013-11-12 2013-09-30 13F MSCI COM 55354G100 22,653 12,141 115.50 912 160.57 0.0012
2013-08-01 2013-06-30 13F MSCI COM 55354G100 10,512 10,512 350 0.0005
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.