MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionRobeco Institutional Asset Management B.V.
Latest Disclosed Ownership293,789 shares
Latest Disclosed Value $ 158,355,212
Robeco Institutional Asset Management B.V. reports 42.56% increase in ownership of MSCI / MSCI Inc.

On April 21, 2026 - Robeco Institutional Asset Management B.V. filed a 13F-HR form disclosing ownership of 293,789 shares of MSCI Inc. (MX:MSCI) valued at $158,355,212 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 206,083 shares of MSCI Inc.. This represents a change in shares of 42.56% 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)
2026-04-21 2026-03-31 13F MSCI COM 55354G100 293,789 87,706 42.56 158,355 33.93 0.2257
2026-01-23 2025-12-31 13F MSCI COM 55354G100 206,083 27,647 15.49 118,236 16.78 0.1684
2025-10-22 2025-09-30 13F MSCI COM 55354G100 178,436 -586 -0.33 101,246 -1.94 0.1467
2025-07-18 2025-06-30 13F MSCI COM 55354G100 179,022 122,055 214.26 103,249 220.51 0.1669
2025-04-23 2025-03-31 13F MSCI COM 55354G100 56,967 2,498 4.59 32,215 -1.43 0.0626
2025-01-23 2024-12-31 13F MSCI COM 55354G100 54,469 8,919 19.58 32,682 23.08 0.0619
2024-10-29 2024-09-30 13F MSCI COM 55354G100 45,550 814 1.82 26,552 23.21 0.0527
2024-07-23 2024-06-30 13F MSCI COM 55354G100 44,736 -62,528 -58.29 21,552 -64.15 0.0464
2024-04-24 2024-03-31 13F MSCI COM 55354G100 107,264 -7,591 -6.61 60,116 -7.47 0.1306
2024-02-14 2023-12-31 13F/A-1 MSCI COM 55354G100 114,855 -6,754 -5.55 64,968 4.12 0.1575
2024-02-08 2023-12-31 13F MSCI COM 55354G100 80,320 -41,289 115 0.0215
2023-10-24 2023-09-30 13F MSCI COM 55354G100 121,609 6,899 6.01 62,395 15.91 0.1667
2023-07-24 2023-06-30 13F MSCI COM 55354G100 114,710 31,391 37.68 53,832 15.44 0.1411
2023-05-04 2023-03-31 13F MSCI COM 55354G100 83,319 27,180 48.42 46,633 78.57 0.1271
2023-02-07 2022-12-31 13F MSCI COM 55354G100 56,139 1,693 3.11 26,114 13.72 0.0753
2022-12-01 2022-09-30 13F/A-1 MSCI COM 55354G100 54,446 1,255 2.36 22,963 4.76 0.0742
2022-10-27 2022-09-30 13F MSCI COM 55354G100 54,446 1,255 22,963 0.0732
2022-12-01 2022-06-30 13F/A-1 MSCI COM 55354G100 53,191 -15,239 -22.27 21,920 -36.30 0.0681
2022-07-27 2022-06-30 13F MSCI COM 55354G100 53,191 -15,239 21,920 0.0672
2022-12-01 2022-03-31 13F/A-1 MSCI COM 55354G100 68,430 -14,721 -17.70 34,411 -32.45 0.0811
2022-04-26 2022-03-31 13F MSCI COM 55354G100 68,430 -14,721 34,411 0.0801
2022-12-01 2021-12-31 13F/A-1 MSCI COM 55354G100 83,151 -3,672 -4.23 50,943 -3.55 0.1084
2022-01-31 2021-12-31 13F MSCI COM 55354G100 83,151 -3,672 50,943 0.1071
2022-12-01 2021-09-30 13F/A-1 MSCI COM 55354G100 86,823 -6,626 -7.09 52,820 6.03 0.1171
2021-10-20 2021-09-30 13F MSCI COM 55354G100 86,823 -6,626 52,820 0.1156
2022-12-01 2021-06-30 13F/A-1 MSCI COM 55354G100 93,449 -35,655 -27.62 49,817 -7.97 0.1104
2021-07-28 2021-06-30 13F MSCI COM 55354G100 93,449 -35,655 49,817 0.1089
2022-12-01 2021-03-31 13F/A-1 MSCI COM 55354G100 129,104 12,695 10.91 54,132 4.15 0.1334
2021-04-23 2021-03-31 13F MSCI COM 55354G100 129,104 12,695 54,132 0.1315
2022-12-01 2020-12-31 13F/A-1 MSCI COM 55354G100 116,409 -755 -0.64 51,977 24.33 0.1366
2021-01-28 2020-12-31 13F MSCI COM 55354G100 116,409 -755 51,977 0.1349
2021-01-19 2020-09-30 13F/A-1 MSCI COM 55354G100 117,164 8,506 7.83 41,804 15.25 0.1292
2020-10-29 2020-09-30 13F MSCI COM 55354G100 117,164 8,506 41,804 129,104.3575
2021-01-19 2020-06-30 13F/A-1 MSCI COM 55354G100 108,658 -43,558 -28.62 36,271 -17.54 0.1232
2020-07-20 2020-06-30 13F MSCI COM 55354G100 108,658 -43,558 36,271 123,073.9726
2021-01-19 2020-03-31 13F/A-1 MSCI COM 55354G100 152,216 -12,453 -7.56 43,984 3.46 0.1764
2020-04-30 2020-03-31 13F MSCI COM 55354G100 152,216 -12,453 43,984 176,297.7913
2021-01-19 2019-12-31 13F/A-1 MSCI COM 55354G100 164,669 -5,607 -3.29 42,514 14.67 0.1361
2020-02-06 2019-12-31 13F MSCI COM 55354G100 164,669 -5,607 42,514 135,977.7597
2021-01-19 2019-09-30 13F/A-1 MSCI COM 55354G100 170,276 -68,543 -28.70 37,076 -34.98 0.1309
2019-10-17 2019-09-30 13F MSCI COM 55354G100 170,276 -68,543 37,076 130,708.1476
2021-01-19 2019-06-30 13F/A-1 MSCI COM 55354G100 238,819 -6,385 -2.60 57,026 16.96 0.2014
2019-07-19 2019-06-30 13F MSCI COM 55354G100 238,819 -6,385 57,026 201,088.5922
2021-01-19 2019-03-31 13F/A-1 MSCI COM 55354G100 245,204 1,018 0.42 48,757 35.47 0.1793
2019-05-02 2019-03-31 13F MSCI COM 55354G100 245,204 1,018 48,757 179,018.3595
2021-01-19 2018-12-31 13F/A-1 MSCI COM 55354G100 244,186 15,547 6.80 35,990 -11.27 0.1616
2019-02-08 2018-12-31 13F MSCI COM 55354G100 244,186 15,547 35,990 161,323.3915
2021-01-19 2018-09-30 13F/A-1 MSCI COM 55354G100 228,639 32,932 16.83 40,561 25.28 0.1606
2018-10-25 2018-09-30 13F MSCI COM 55354G100 228,639 32,932 40,561
2021-01-19 2018-06-30 13F/A-1 MSCI COM 55354G100 195,707 8,157 4.35 32,375 15.47 0.1475
2018-08-03 2018-06-30 13F MSCI COM 55354G100 195,707 8,157 32,375
2021-01-19 2018-03-31 13F/A-1 MSCI COM 55354G100 187,550 63,709 51.44 28,037 78.93 0.1316
2018-05-07 2018-03-31 13F MSCI COM 55354G100 187,550 63,709 28,037 131,115.9338
2021-01-19 2017-12-31 13F/A-1 MSCI COM 55354G100 123,841 863 0.70 15,669 9.00 0.0812
2018-01-25 2017-12-31 13F MSCI COM 55354G100 123,841 863 15,669
2021-01-19 2017-09-30 13F/A-1 MSCI COM 55354G100 122,978 39,461 47.25 14,375 67.11 0.0893
2017-10-17 2017-09-30 13F MSCI COM 55354G100 122,978 39,461 14,375 89,058.1679
2021-01-19 2017-06-30 13F/A-1 MSCI COM 55354G100 83,517 50,755 154.92 8,602 170.25 0.0554
2017-08-07 2017-06-30 13F MSCI COM 55354G100 83,517 50,755 8,602 56,005.9478
2021-01-19 2017-03-31 13F/A-1 MSCI COM 55354G100 32,762 -27,219 -45.38 3,183 -32.65 0.0212
2017-05-15 2017-03-31 13F MSCI COM 55354G100 32,762 -27,219 3,183 21,141.2938
2017-02-09 2016-12-31 13F MSCI COM 55354G100 59,981 -5,546 -8.46 4,726 -14.06 0.0370
2016-11-07 2016-09-30 13F MSCI COM 55354G100 65,527 7,443 12.81 5,499 22.80 0.0406
2016-07-22 2016-06-30 13F MSCI COM 55354G100 58,084 8,695 17.61 4,478 22.42 0.0340
2016-05-16 2016-03-31 13F MSCI COM 55354G100 49,389 49,389 3,658 0.0293
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.