MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionMetis Global Partners, LLC
Latest Disclosed Ownership2,110 shares
Latest Disclosed Value $ 1,137,311
Metis Global Partners, LLC reports 12.38% decrease in ownership of MSCI / MSCI Inc.

On May 7, 2026 - Metis Global Partners, LLC filed a 13F-HR form disclosing ownership of 2,110 shares of MSCI Inc. (MX:MSCI) valued at $1,137,311 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,408 shares of MSCI Inc.. This represents a change in shares of -12.38% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F MSCI COM 55354G100 2,110 -298 -12.38 1,137 -17.67 0.0279
2026-02-11 2025-12-31 13F MSCI COM 55354G100 2,408 -222 -8.44 1,382 -7.44 0.0327
2025-11-06 2025-09-30 13F MSCI COM 55354G100 2,630 -148 -5.33 1,492 -6.87 0.0351
2025-08-06 2025-06-30 13F MSCI COM 55354G100 2,778 -376 -11.92 1,602 -10.15 0.0413
2025-05-07 2025-03-31 13F MSCI COM 55354G100 3,154 507 19.15 1,784 12.28 0.0502
2025-02-05 2024-12-31 13F MSCI COM 55354G100 2,647 131 5.21 1,588 8.32 0.0479
2024-11-06 2024-09-30 13F MSCI COM 55354G100 2,516 26 1.04 1,467 22.27 0.0457
2024-08-06 2024-06-30 13F MSCI COM 55354G100 2,490 -17 -0.68 1,200 -14.66 0.0412
2024-05-06 2024-03-31 13F MSCI COM 55354G100 2,507 -49 -1.92 1,405 -2.77 0.0511
2024-02-06 2023-12-31 13F MSCI COM 55354G100 2,556 -335 -11.59 1,446 -2.56 0.0576
2023-11-07 2023-09-30 13F MSCI COM 55354G100 2,891 486 20.21 1,483 31.47 0.0717
2023-08-07 2023-06-30 13F MSCI COM 55354G100 2,405 -66 -2.67 1,129 -18.38 0.0608
2023-05-08 2023-03-31 13F MSCI COM 55354G100 2,471 806 48.41 1,383 78.55 0.0887
2023-02-07 2022-12-31 13F MSCI COM 55354G100 1,665 467 38.98 775 53.27 0.0690
2022-11-08 2022-09-30 13F MSCI COM 55354G100 1,198 0 0.00 505 2.43 0.0814
2022-08-08 2022-06-30 13F MSCI COM 55354G100 1,198 -106 -8.13 493 -24.85 0.0789
2022-05-03 2022-03-31 13F MSCI COM 55354G100 1,304 585 81.36 656 49.09 0.0787
2022-02-11 2021-12-31 13F MSCI COM 55354G100 719 719 440 0.1223
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.