MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionPanagora Asset Management Inc
Latest Disclosed Ownership5,419 shares
Latest Disclosed Value $ 2,920,895
Panagora Asset Management Inc reports 90.76% decrease in ownership of MSCI / MSCI Inc.

On May 14, 2026 - Panagora Asset Management Inc filed a 13F-HR form disclosing ownership of 5,419 shares of MSCI Inc. (MX:MSCI) valued at $2,920,895 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 58,673 shares of MSCI Inc.. This represents a change in shares of -90.76% 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 COM 55354G100 5,419 -53,254 -90.76 2,921 -91.33 0.0109
2026-02-13 2025-12-31 13F MSCI COM 55354G100 58,673 22,222 60.96 33,662 62.76 0.1193
2025-11-13 2025-09-30 13F MSCI COM 55354G100 36,451 -47,243 -56.45 20,683 -57.15 0.0833
2025-08-13 2025-06-30 13F MSCI COM 55354G100 83,694 -101 -0.12 48,270 1.86 0.2175
2025-05-15 2025-03-31 13F MSCI COM 55354G100 83,795 -194,246 -69.86 47,386 -71.60 0.2367
2025-02-13 2024-12-31 13F MSCI COM 55354G100 278,041 43,571 18.58 166,827 22.06 0.7710
2024-11-13 2024-09-30 13F MSCI COM 55354G100 234,470 -2,021 -0.85 136,680 19.97 0.6531
2024-07-29 2024-06-30 13F MSCI COM 55354G100 236,491 -2,993 -1.25 113,930 -15.12 0.5729
2024-05-07 2024-03-31 13F MSCI COM 55354G100 239,484 34,690 16.94 134,219 15.86 0.6996
2024-02-08 2023-12-31 13F MSCI COM 55354G100 204,794 69,593 51.47 115,842 66.99 0.6480
2023-10-31 2023-09-30 13F MSCI COM 55354G100 135,201 31,598 30.50 69,369 42.68 0.4308
2023-08-11 2023-06-30 13F MSCI COM 55354G100 103,603 99,826 2,643.00 48,620 2,200.95 0.2864
2023-05-12 2023-03-31 13F MSCI COM 55354G100 3,777 -360 -8.70 2,114 9.82 0.0134
2023-02-13 2022-12-31 13F MSCI COM 55354G100 4,137 -44,573 -91.51 1,924 -90.64 0.0126
2022-11-14 2022-09-30 13F MSCI COM 55354G100 48,710 44,839 1,158.33 20,545 1,188.09 0.1425
2022-08-15 2022-06-30 13F MSCI COM 55354G100 3,871 0 0.00 1,595 -18.08 0.0105
2022-05-12 2022-03-31 13F MSCI COM 55354G100 3,871 34 0.89 1,947 -17.18 0.0106
2022-02-10 2021-12-31 13F MSCI COM 55354G100 3,837 -1,878 -32.86 2,351 -32.38 0.0125
2021-11-10 2021-09-30 13F MSCI COM 55354G100 5,715 -5 -0.09 3,477 14.04 0.0186
2021-08-11 2021-06-30 13F MSCI COM 55354G100 5,720 -114 -1.95 3,049 24.65 0.0163
2021-05-12 2021-03-31 13F MSCI COMMON 55354G100 5,834 -105 -1.77 2,446 -7.77 0.0137
2021-02-10 2020-12-31 13F MSCI COMMON 55354G100 5,939 -73,612 -92.53 2,652 -90.66 0.0157
2020-11-13 2020-09-30 13F MSCI COMMON 55354G100 79,551 271 0.34 28,382 7.24 0.1778
2020-08-12 2020-06-30 13F MSCI COMMON 55354G100 79,280 -11,858 -13.01 26,465 0.49 0.1687
2020-05-14 2020-03-31 13F MSCI COMMON 55354G100 91,138 85,244 1,446.28 26,335 1,630.29 0.1863
2020-02-12 2019-12-31 13F MSCI COMMON 55354G100 5,894 -74,213 -92.64 1,522 -91.27 0.0069
2019-11-12 2019-09-30 13F MSCI COMMON 55354G100 80,107 73,041 1,033.70 17,443 933.97 0.0805
2019-08-09 2019-06-30 13F MSCI COMMON 55354G100 7,066 -15,711 -68.98 1,687 -62.75 0.0075
2019-05-15 2019-03-31 13F MSCI COMMON 55354G100 22,777 -79,863 -77.81 4,529 -70.07 0.0201
2019-02-14 2018-12-31 13F MSCI COMMON 55354G100 102,640 -84,287 -45.09 15,132 -54.37 0.0704
2018-11-13 2018-09-30 13F MSCI COMMON 55354G100 186,927 -165,968 -47.03 33,163 -43.19 0.1248
2018-08-14 2018-06-30 13F MSCI COMMON 55354G100 352,895 149,183 73.23 58,379 91.73 0.2315
2018-05-15 2018-03-31 13F MSCI COMMON 55354G100 203,712 74,764 57.98 30,449 86.61 0.1201
2018-02-14 2017-12-31 13F MSCI COMMON 55354G100 128,948 112,837 700.37 16,317 766.54 0.0612
2017-11-14 2017-09-30 13F MSCI COMMON 55354G100 16,111 5,950 58.56 1,883 80.02 0.0075
2017-08-14 2017-06-30 13F MSCI COMMON 55354G100 10,161 3,411 50.53 1,046 59.45 0.0042
2017-05-15 2017-03-31 13F MSCI COMMON 55354G100 6,750 -208,835 -96.87 656 -96.14 0.0027
2017-02-14 2016-12-31 13F MSCI COMMON 55354G100 215,585 -81,818 -27.51 16,984 -31.97 0.0778
2016-11-14 2016-09-30 13F MSCI COMMON 55354G100 297,403 135,684 83.90 24,964 100.16 0.1190
2016-08-15 2016-06-30 13F MSCI COMMON 55354G100 161,719 -4,494 -2.70 12,472 1.29 0.0619
2016-05-16 2016-03-31 13F MSCI COMMON 55354G100 166,213 -1,219 -0.73 12,313 1.95 0.0611
2016-02-12 2015-12-31 13F MSCI COMMON 55354G100 167,432 3,026 1.84 12,077 23.54 0.0595
2015-11-13 2015-09-30 13F MSCI COMMON 55354G100 164,406 157,566 2,303.60 9,776 2,222.09 0.0516
2015-08-14 2015-06-30 13F MSCI COMMON 55354G100 6,840 0 0.00 421 0.48 0.0021
2015-05-15 2015-03-31 13F MSCI COMMON 55354G100 6,840 0 0.00 419 29.32 0.0021
2015-02-13 2014-12-31 13F MSCI COMMON 55354G100 6,840 0 0.00 324 0.62 0.0017
2014-11-12 2014-09-30 13F MSCI COMMON 55354G100 6,840 -39,376 -85.20 322 -84.80 0.0016
2014-08-14 2014-06-30 13F MSCI COMMON 55354G100 46,216 0 0.00 2,119 6.59 0.0103
2014-05-15 2014-03-31 13F MSCI COMMON 55354G100 46,216 0 0.00 1,988 -1.63 0.0094
2014-02-21 2013-12-31 13F MSCI COMMON 55354G100 46,216 39,376 575.67 2,021 634.91 0.0094
2013-11-14 2013-09-30 13F MSCI COMMON 55354G100 6,840 0 0.00 275 20.61 0.0014
2013-08-14 2013-06-30 13F MSCI COMMON 55354G100 6,840 6,840 228 0.0012
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.