MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionMoody Lynn & Lieberson, Llc
Latest Disclosed Ownership1,330 shares
Latest Disclosed Value $ 716,883
Moody Lynn & Lieberson, Llc ownership in MSCI / MSCI Inc.

On April 13, 2026 - Moody Lynn & Lieberson, Llc filed a 13F-HR form disclosing ownership of 1,330 shares of MSCI Inc. (MX:MSCI) valued at $716,883 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 1,330 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)
2026-04-13 2026-03-31 13F MSCI COM 55354G100 1,330 0 0.00 717 -6.16 0.0402
2026-01-15 2025-12-31 13F MSCI COM 55354G100 1,330 -75 -5.34 763 -4.27 0.0404
2025-10-20 2025-09-30 13F MSCI COM 55354G100 1,405 30 2.18 797 0.50 0.0429
2025-07-17 2025-06-30 13F MSCI COM 55354G100 1,375 0 0.00 793 2.06 0.0458
2025-04-28 2025-03-31 13F MSCI COM 55354G100 1,375 0 0.00 778 -5.82 0.0499
2025-01-21 2024-12-31 13F MSCI COM 55354G100 1,375 7 0.51 825 3.51 0.0506
2024-10-23 2024-09-30 13F MSCI COM 55354G100 1,368 0 0.00 797 20.94 0.0491
2024-07-25 2024-06-30 13F MSCI COM 55354G100 1,368 0 0.00 659 -13.97 0.0431
2024-04-23 2024-03-31 13F MSCI COM 55354G100 1,368 1 0.07 767 -0.91 0.0516
2024-01-24 2023-12-31 13F MSCI COM 55354G100 1,367 4 0.29 773 10.59 0.0588
2023-10-24 2023-09-30 13F MSCI COM 55354G100 1,363 -5 -0.37 699 9.05 0.0599
2023-07-27 2023-06-30 13F MSCI COM 55354G100 1,368 -20 -1.44 642 -17.40 0.0518
2023-05-02 2023-03-31 13F MSCI COM 55354G100 1,388 11 0.80 777 0.0699
2023-02-01 2022-12-31 13F MSCI COM 55354G100 1,377 -32 -2.27 1 -100.00 0.0586
2022-10-26 2022-09-30 13F MSCI INC COM COM 55354G100 1,409 0 0.00 594 2.24 0.0573
2022-07-28 2022-06-30 13F MSCI INC COM COM 55354G100 1,409 -10 -0.70 581 -18.63 0.0523
2022-04-27 2022-03-31 13F MSCI INC COM COM 55354G100 1,419 12 0.85 714 -17.17 0.0523
2022-01-26 2021-12-31 13F MSCI INC COM COM 55354G100 1,407 3 0.21 862 0.94 0.0578
2021-10-26 2021-09-30 13F MSCI INC COM COM 55354G100 1,404 0 0.00 854 14.17 0.0640
2021-07-28 2021-06-30 13F MSCI INC COM COM 55354G100 1,404 0 0.00 748 26.99 0.0564
2021-04-23 2021-03-31 13F MSCI INC COM COM 55354G100 1,404 -1,489 -51.47 589 -54.41 0.0489
2021-01-26 2020-12-31 13F MSCI INC COM COM 55354G100 2,893 245 9.25 1,292 36.72 0.1109
2020-10-28 2020-09-30 13F MSCI INC COM COM 55354G100 2,648 -35 -1.30 945 5.47 0.0936
2020-07-24 2020-06-30 13F MSCI INC COM COM 55354G100 2,683 0 0.00 896 15.61 0.0973
2020-04-30 2020-03-31 13F MSCI INC COM COM 55354G100 2,683 -54 -1.97 775 9.62 0.1066
2020-01-28 2019-12-31 13F MSCI INC COM COM 55354G100 2,737 -1,130 -29.22 707 -16.03 0.0682
2019-10-28 2019-09-30 13F MSCI INC COM COM 55354G100 3,867 17 0.44 842 -8.38 0.0940
2019-07-23 2019-06-30 13F MSCI INC COM COM 55354G100 3,850 0 0.00 919 19.97 0.1010
2019-04-23 2019-03-31 13F MSCI INC COM COM 55354G100 3,850 -99 -2.51 766 31.62 0.0878
2019-01-29 2018-12-31 13F MSCI INC COM COM 55354G100 3,949 0 0.00 582 -16.98 0.0782
2018-10-29 2018-09-30 13F MSCI INC COM COM 55354G100 3,949 -7 -0.18 701 7.19 0.0744
2018-07-24 2018-06-30 13F MSCI INC COM COM 55354G100 3,956 936 30.99 654 45.01 0.0772
2018-04-27 2018-03-31 13F MSCI INC COM COM 55354G100 3,020 3,020 451 0.0545
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.