MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership297,249 shares
Latest Disclosed Value $ 160,220,361
Neuberger Berman Group LLC reports 7.68% decrease in ownership of MSCI / MSCI Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 297,249 shares of MSCI Inc. (MX:MSCI) valued at $160,220,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 321,985 shares of MSCI Inc.. This represents a change in shares of -7.68% 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)
2026-05-14 2026-03-31 13F MSCI INC A Common 55354G100 297,249 -24,736 -7.68 160,220 -13.27 0.1219
2026-02-13 2025-12-31 13F MSCI INC A Common 55354G100 321,985 -10,649 -3.20 184,732 -2.12 0.1375
2025-11-12 2025-09-30 13F MSCI INC A Common 55354G100 332,634 -3,462 -1.03 188,740 -2.63 0.1379
2025-08-25 2025-06-30 13F/A-1 MSCI INC A Common 55354G100 336,096 -52,922 -13.60 193,840 -11.89 0.1492
2025-08-13 2025-06-30 13F MSCI INC A Common 55354G100 336,096 -52,922 193,840 0.0772
2025-05-13 2025-03-31 13F MSCI INC A Common 55354G100 389,018 -12,557 -3.13 219,990 -8.70 0.1843
2025-02-13 2024-12-31 13F MSCI INC A Common 55354G100 401,575 -322 -0.08 240,949 2.85 0.1913
2024-11-14 2024-09-30 13F MSCI INC A Common 55354G100 401,897 -49,189 -10.90 234,278 7.81 0.1828
2024-11-14 2024-06-30 13F/A-1 MSCI INC A Common 55354G100 451,086 89,456 24.74 217,311 7.22 0.1784
2024-08-13 2024-06-30 13F MSCI INC A Common 55354G100 451,086 89,456 217,311 0.1784
2024-11-14 2024-03-31 13F/A-1 MSCI INC A Common 55354G100 361,630 -22,538 -5.87 202,675 -6.73 0.1675
2024-05-13 2024-03-31 13F MSCI INC A Common 55354G100 361,630 -22,538 202,675 0.1675
2024-11-14 2023-12-31 13F/A-2 MSCI INC A Common 55354G100 384,168 -8,571 -2.18 217,305 7.84 0.1895
2024-02-09 2023-12-31 13F MSCI INC A Common 55354G100 384,168 -8,571 217,305 0.1895
2023-11-14 2023-09-30 13F MSCI INC A Common 55354G100 392,739 -1,631 -0.41 201,507 8.88 0.1836
2023-08-11 2023-06-30 13F MSCI INC A Common 55354G100 394,370 -38,511 -8.90 185,074 -23.61 0.1655
2023-05-12 2023-03-31 13F MSCI INC A Common 55354G100 432,881 -15,383 -3.43 242,279 16.19 0.2247
2023-02-13 2022-12-31 13F MSCI INC A Common 55354G100 448,264 -6,975 -1.53 208,519 8.59 0.2044
2022-11-15 2022-09-30 13F MSCI INC A Common 55354G100 455,239 -99,534 -17.94 192,026 -16.04 0.2005
2022-08-15 2022-06-30 13F MSCI INC A Common 55354G100 554,773 -34,871 -5.91 228,723 -22.87 0.2299
2022-05-23 2022-03-31 13F/A-1 MSCI INC A Common 55354G100 589,644 94,126 19.00 296,523 -2.17 0.2512
2022-05-13 2022-03-31 13F MSCI INC A Common 55354G100 589,644 94,126 296,013 0.1320
2022-02-11 2021-12-31 13F MSCI INC A Common 55354G100 495,518 -4,148 -0.83 303,097 -0.18 0.2378
2021-11-12 2021-09-30 13F MSCI INC A Common 55354G100 499,666 -21,060 -4.04 303,653 9.47 0.2655
2021-08-13 2021-06-30 13F MSCI INC A Common 55354G100 520,726 -4,449 -0.85 277,374 26.04 0.2421
2021-05-13 2021-03-31 13F MSCI INC A Common 55354G100 525,175 -3,841 -0.73 220,074 -6.80 0.2102
2021-02-10 2020-12-31 13F MSCI INC A Common 55354G100 529,016 -19,803 -3.61 236,134 20.62 0.2448
2020-11-12 2020-09-30 13F MSCI INC A Common 55354G100 548,819 10,903 2.03 195,772 9.04 0.2322
2020-08-13 2020-06-30 13F MSCI INC A Common 55354G100 537,916 55,818 11.58 179,542 28.88 0.2232
2020-05-14 2020-03-31 13F MSCI INC A Common 55354G100 482,098 -4,244 -0.87 139,307 10.95 0.2124
2020-02-12 2019-12-31 13F MSCI INC A Common 55354G100 486,342 -2,974 -0.61 125,564 17.85 0.1465
2019-11-13 2019-09-30 13F MSCI INC A Common 55354G100 489,316 -4,523 -0.92 106,548 -9.65 0.1301
2019-08-13 2019-06-30 13F MSCI INC A Common 55354G100 493,839 -2,291 -0.46 117,924 19.54 0.1410
2019-05-13 2019-03-31 13F MSCI INC A Common 55354G100 496,130 -2,914 -0.58 98,651 34.08 0.1209
2019-02-12 2018-12-31 13F MSCI INC A Common 55354G100 499,044 -17,382 -3.37 73,574 -19.70 0.1026
2018-11-16 2018-09-30 13F/A-1 MSCI INC A Common 55354G100 516,426 -10,487 -1.99 91,619 5.11 0.1038
2018-11-13 2018-09-30 13F MSCI INC A Common 55354G100 516,426 -10,487 91,619
2018-08-13 2018-06-30 13F MSCI INC A Common 55354G100 526,913 -13,760 -2.54 87,167 7.86 0.0962
2018-05-08 2018-03-31 13F MSCI INC A Common 55354G100 540,673 -6,315 -1.15 80,814 16.76 0.0924
2018-02-14 2017-12-31 13F MSCI INC A Common 55354G100 546,988 -6,768 -1.22 69,216 6.92 0.0796
2017-11-15 2017-09-30 13F MSCI COMMON STOCK 55354G100 553,756 -10,164 -1.80 64,734 11.46 0.0810
2017-08-08 2017-06-30 13F MSCI COMMON STOCK 55354G100 563,920 -26,875 -4.55 58,078 1.15 0.0746
2017-05-10 2017-03-31 13F MSCI COMMON STOCK 55354G100 590,795 -18,590 -3.05 57,419 19.61 0.0741
2017-02-06 2016-12-31 13F MSCI COMMON STOCK 55354G100 609,385 -33,050 -5.14 48,007 -10.98 0.0645
2016-11-02 2016-09-30 13F MSCI COMMON STOCK 55354G100 642,435 -103,013 -13.82 53,926 -6.20 0.0732
2016-08-05 2016-06-30 13F MSCI COMMON STOCK 55354G100 745,448 -258,182 -25.72 57,489 -22.68 0.0792
2016-05-06 2016-03-31 13F MSCI COMMON STOCK 55354G100 1,003,630 -131,951 -11.62 74,349 -9.23 0.1022
2016-01-28 2015-12-31 13F MSCI COMMON STOCK 55354G100 1,135,581 -22,833 -1.97 81,909 18.92 0.1072
2015-11-10 2015-09-30 13F MSCI COMMON STOCK 55354G100 1,158,414 -117,547 -9.21 68,879 -12.30 0.0888
2015-07-31 2015-06-30 13F MSCI COMMON STOCK 55354G100 1,275,961 -4,082 -0.32 78,535 0.07 0.0873
2015-05-06 2015-03-31 13F MSCI COMMON STOCK 55354G100 1,280,043 1,280,043 0.32 78,479 -0.07 0.0838
2015-02-05 2014-12-31 13F MSCI COMMON STOCK 55354G100 0 -1,287,716 -100.00 0 -100.00
2014-11-04 2014-09-30 13F MSCI COMMON STOCK 55354G100 1,287,716 -9,186 -0.71 60,548 1.82 0.0621
2014-08-05 2014-06-30 13F MSCI COMMON STOCK 55354G100 1,296,902 10,997 0.86 59,463 7.49 0.0581
2014-05-05 2014-03-31 13F MSCI COMMON STOCK 55354G100 1,285,905 -65,372 -4.84 55,320 -6.36 0.0563
2014-02-11 2013-12-31 13F MSCI COMMON STOCK 55354G100 1,351,277 -6,825 -0.50 59,078 8.05 0.0607
2013-10-29 2013-09-30 13F/A-1 MSCI COMMON STOCK 55354G100 1,358,102 2,747 0.20 54,677 21.25 0.0607
2013-10-29 2013-09-30 13F MSCI COMMON STOCK 55354G100 3,624,892 133,432
2013-08-13 2013-06-30 13F MSCI COMMON STOCK 55354G100 1,355,355 1,355,355 45,093 0.0536
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.