MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership1,347,039 shares
Latest Disclosed Value $ 726,089,222
Principal Financial Group Inc reports 21.56% decrease in ownership of MSCI / MSCI Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 1,347,039 shares of MSCI Inc. (MX:MSCI) valued at $726,089,222 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,717,364 shares of MSCI Inc.. This represents a change in shares of -21.56% 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)
2026-05-04 2026-03-31 13F MSCI COM 55354G100 1,347,039 -370,325 -21.56 726,089 -26.31 0.3878
2026-02-02 2025-12-31 13F MSCI COM 55354G100 1,717,364 -60,385 -3.40 985,337 -2.32 0.5031
2025-11-04 2025-09-30 13F MSCI COM 55354G100 1,777,749 109,287 6.55 1,008,745 4.83 0.5088
2025-08-08 2025-06-30 13F MSCI COM 55354G100 1,668,462 41,539 2.55 962,299 4.59 0.5087
2025-04-28 2025-03-31 13F MSCI COM 55354G100 1,626,923 13,918 0.86 920,026 -4.94 0.5163
2025-01-31 2024-12-31 13F MSCI COM 55354G100 1,613,005 119,471 8.00 967,820 11.16 0.5276
2024-10-31 2024-09-30 13F MSCI COM 55354G100 1,493,534 37,340 2.56 870,627 24.11 0.4796
2024-07-29 2024-06-30 13F MSCI COM 55354G100 1,456,194 623,712 74.92 701,522 50.36 0.4166
2024-04-29 2024-03-31 13F MSCI COM 55354G100 832,482 13,060 1.59 466,565 0.66 0.2742
2024-02-07 2023-12-31 13F MSCI COM 55354G100 819,422 57,342 7.52 463,506 18.54 0.2955
2023-11-02 2023-09-30 13F MSCI COM 55354G100 762,080 284,513 59.58 391,008 74.47 0.2810
2023-08-07 2023-06-30 13F MSCI COM 55354G100 477,567 -9,851 -2.02 224,118 -17.85 0.1532
2023-05-09 2023-03-31 13F MSCI COM 55354G100 487,418 -9,805 -1.97 272,803 17.95 0.1950
2023-02-09 2022-12-31 13F MSCI COM 55354G100 497,223 -13,960 -2.73 231,293 7.27 0.1742
2022-11-09 2022-09-30 13F MSCI COM 55354G100 511,183 -18,413 -3.48 215,612 -1.22 0.1714
2022-08-10 2022-06-30 13F MSCI COM 55354G100 529,596 514,000 3,295.72 218,273 2,683.38 0.1615
2022-05-09 2022-03-31 13F MSCI COM 55354G100 15,596 -638,511 -97.62 7,842 -98.04 0.0031
2022-05-09 2022-03-31 13F MSCI COM 55354G100 677,454 340,678
2022-02-09 2021-12-31 13F MSCI COM 55354G100 654,107 -17,350 -2.58 400,656 -1.91 0.2392
2021-11-09 2021-09-30 13F MSCI COM 55354G100 671,457 -31,883 -4.53 408,473 8.94 0.2664
2021-08-10 2021-06-30 13F MSCI COM 55354G100 703,340 -16,441 -2.28 374,936 24.24 0.2423
2021-05-10 2021-03-31 13F MSCI COM 55354G100 719,781 -23,647 -3.18 301,789 -9.09 0.2129
2021-02-23 2020-12-31 13F/A-1 MSCI COM 55354G100 743,428 -14,545 -1.92 331,962 22.75 0.2459
2021-02-08 2020-12-31 13F MSCI COM 55354G100 747,104 -10,869 333,604 131,244.9548
2020-11-06 2020-09-30 13F MSCI COM 55354G100 757,973 -29,447 -3.74 270,430 2.88 0.2276
2020-08-05 2020-06-30 13F MSCI COM 55354G100 787,420 -45,405 -5.45 262,857 9.23 0.2331
2020-05-12 2020-03-31 13F MSCI COM 55354G100 832,825 -113,626 -12.01 240,652 -1.52 0.2664
2020-02-05 2019-12-31 13F MSCI COM 55354G100 946,451 -7,099 -0.74 244,354 17.68 0.2036
2019-11-13 2019-09-30 13F MSCI COM 55354G100 953,550 -3,883 -0.41 207,635 -9.18 0.1831
2019-08-12 2019-06-30 13F MSCI COM 55354G100 957,433 -44,716 -4.46 228,625 14.73 0.2056
2019-05-10 2019-03-31 13F MSCI COM 55354G100 1,002,149 35,095 3.63 199,267 39.76 0.1856
2019-02-14 2018-12-31 13F MSCI COM 55354G100 967,054 23,858 2.53 142,574 -14.80 0.1519
2018-11-14 2018-09-30 13F MSCI COM 55354G100 943,196 48,789 5.45 167,333 13.09 0.1475
2018-08-13 2018-06-30 13F MSCI COM 55354G100 894,407 -41,720 -4.46 147,962 5.75 0.1360
2018-05-14 2018-03-31 13F MSCI COM 55354G100 936,127 6,983 0.75 139,922 19.01 0.1345
2018-02-12 2017-12-31 13F MSCI COM 55354G100 929,144 -3,271 -0.35 117,574 7.87 0.1083
2017-11-02 2017-09-30 13F MSCI COM 55354G100 932,415 -3,280 -0.35 109,000 13.11 0.1057
2017-08-08 2017-06-30 13F MSCI COM 55354G100 935,695 14,911 1.62 96,367 7.68 0.0966
2017-05-11 2017-03-31 13F MSCI COM 55354G100 920,784 -13,710 -1.47 89,490 21.56 0.1077
2017-02-13 2016-12-31 13F MSCI COM 55354G100 934,494 -457,076 -32.85 73,619 -36.97 0.0934
2016-11-10 2016-09-30 13F MSCI COM 55354G100 1,391,570 -449,845 -24.43 116,809 -17.75 0.1543
2016-08-09 2016-06-30 13F MSCI COM 55354G100 1,841,415 -19,482 -1.05 142,010 3.01 0.1981
2016-05-10 2016-03-31 13F MSCI COM 55354G100 1,860,897 -3,364 -0.18 137,855 2.52 0.2001
2016-02-09 2015-12-31 13F MSCI COM 55354G100 1,864,261 -9,563 -0.51 134,469 20.69 0.1998
2015-11-12 2015-09-30 13F/A-1 MSCI COM 55354G100 1,873,824 38,283 2.09 111,417 -1.38 0.1751
2015-11-09 2015-09-30 13F MSCI COM 55354G100 1,873,824 111,417
2015-08-10 2015-06-30 13F MSCI COM 55354G100 1,835,541 102,803 5.93 112,978 6.35 0.1685
2015-05-14 2015-03-31 13F/A-1 MSCI COM 55354G100 1,732,738 23,116 1.35 106,234 30.98 0.1583
2015-05-12 2015-03-31 13F MSCI COM 55354G100 366,340 22,460
2015-02-12 2014-12-31 13F MSCI COM 55354G100 1,709,622 61,455 3.73 81,104 4.66 0.1260
2014-11-13 2014-09-30 13F MSCI COM 55354G100 1,648,167 54,074 3.39 77,496 6.03 0.1315
2014-08-12 2014-06-30 13F MSCI COM 55354G100 1,594,093 258,044 19.31 73,089 27.16 0.1229
2014-05-13 2014-03-31 13F MSCI COM 55354G100 1,336,049 57,351 4.49 57,477 2.81 0.1025
2014-02-12 2013-12-31 13F MSCI COM 55354G100 1,278,698 318,274 33.14 55,905 44.58 0.1043
2013-11-05 2013-09-30 13F MSCI COM 55354G100 960,424 701,812 271.38 38,667 349.41 0.0799
2013-08-12 2013-06-30 13F MSCI COM 55354G100 258,612 258,612 8,604 0.0191
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.