MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership1,362 shares
Latest Disclosed Value $ 734,246
Liberty Wealth Management Llc ownership in MSCI / MSCI Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 1,362 shares of MSCI Inc. (MX:MSCI) valued at $734,246 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,362 shares of MSCI Inc.. This represents a change in shares of 0.00% 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)
2026-05-12 2026-03-31 13F MSCI COM 55354G100 1,362 0 0.00 734 -6.02 0.0917
2026-02-04 2025-12-31 13F MSCI COM 55354G100 1,362 -521 -27.67 782 -26.87 0.1009
2025-10-31 2025-09-30 13F MSCI COM 55354G100 1,883 0 0.00 1,068 -1.66 0.1504
2025-08-01 2025-06-30 13F MSCI COM 55354G100 1,883 0 0.00 1,086 2.07 0.1702
2025-05-12 2025-03-31 13F/A-1 MSCI COM 55354G100 1,883 0 0.00 1,065 -5.76 0.2037
2025-05-09 2025-03-31 13F MSCI COM 55354G100 1,883 0 1,065 0.1951
2025-02-10 2024-12-31 13F MSCI COM 55354G100 1,883 0 0.00 1,130 2.82 0.1883
2024-11-04 2024-09-30 13F MSCI COM 55354G100 1,883 0 0.00 1,098 0.1866
2024-08-07 2024-06-30 13F MSCI COM 55354G100 1,883 0 0.00 1 -100.00 0.1663
2024-05-03 2024-03-31 13F MSCI COM 55354G100 1,883 0 0.00 1 0.00 0.2059
2024-02-09 2023-12-31 13F MSCI COM 55354G100 1,883 0 0.00 1 0.2283
2023-11-13 2023-09-30 13F MSCI COM 55354G100 1,883 0 0.00 1 -100.00 0.2404
2023-08-10 2023-06-30 13F MSCI COM 55354G100 1,883 -15 -0.79 884 -16.85 0.2183
2023-05-03 2023-03-31 13F MSCI COM 55354G100 1,898 -1 -0.05 1,062 32.58 0.2192
2022-11-15 2022-09-30 13F MSCI COM 55354G100 1,899 12 0.64 801 3.09 0.2136
2022-08-15 2022-06-30 13F MSCI COM 55354G100 1,887 -19 -1.00 777 -18.89 0.3152
2022-05-09 2022-03-31 13F MSCI COM 55354G100 1,906 -20 -1.04 958 -18.81 0.3457
2022-02-15 2021-12-31 13F MSCI COM 55354G100 1,926 -25 -1.28 1,180 -0.67 0.0512
2021-11-15 2021-09-30 13F MSCI COM 55354G100 1,951 54 2.85 1,188 17.51 0.4238
2021-08-13 2021-06-30 13F/A-1 MSCI COM 55354G100 1,897 2 0.11 1,011 28.14 0.3931
2021-08-13 2021-06-30 13F MSCI COM 55354G100 1,011,029 1,009,134 1,897 0.0579
2021-05-17 2021-03-31 13F MSCI COM 55354G100 1,895 0 0.00 789 0.00 0.3853
2021-02-09 2020-12-31 13F MSCI COM 55354G100 1,895 8 0.42 789 17.24 0.3861
2020-11-05 2020-09-30 13F MSCI COM 55354G100 1,887 4 0.21 673 7.00 0.3967
2020-08-04 2020-06-30 13F MSCI INC COM COM 55354G100 1,883 0 0.00 629 15.63 0.4426
2020-04-27 2020-03-31 13F MSCI INC COM COM 55354G100 1,883 0 0.00 544 11.93 0.4752
2020-02-05 2019-12-31 13F MSCI INC COM COM 55354G100 1,883 0 0.00 486 18.54 0.3830
2019-10-30 2019-09-30 13F MSCI INC COM COM 55354G100 1,883 0 0.00 410 -8.89 0.3879
2019-07-30 2019-06-30 13F MSCI INC COM COM 55354G100 1,883 0 0.00 450 20.32 0.3946
2019-04-18 2019-03-31 13F MSCI INC COM COM 55354G100 1,883 0 0.00 374 35.02 0.2816
2019-03-26 2018-12-31 13F MSCI INC COM COM 55354G100 1,883 1,883 277 0.2066
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.