MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership514 shares
Latest Disclosed Value $ 277,107
Savant Capital, LLC reports 35.62% increase in ownership of MSCI / MSCI Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 514 shares of MSCI Inc. (MX:MSCI) valued at $277,107 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 379 shares of MSCI Inc.. This represents a change in shares of 35.62% 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 514 135 35.62 277 27.65 0.0013
2026-02-10 2025-12-31 13F MSCI COM 55354G100 379 -198 -34.32 217 -33.64 0.0012
2026-03-04 2025-09-30 13F/A-1 MSCI COM 55354G100 577 176 43.89 327 41.56 0.0020
2025-11-05 2025-09-30 13F MSCI COM 55354G100 2,771 -5,491 1,572 0.0083
2026-03-04 2025-06-30 13F/A-1 MSCI COM 55354G100 401 31 8.38 231 10.53 0.0017
2025-08-06 2025-06-30 13F MSCI COM 55354G100 8,262 -5,789 4,765 0.0296
2026-03-04 2025-03-31 13F/A-1 MSCI COM 55354G100 370 -180 -32.73 209 -36.67 0.0018
2025-05-08 2025-03-31 13F MSCI COM 55354G100 14,051 13,501 7,946 0.0576
2025-01-29 2024-12-31 13F MSCI COM 55354G100 550 199 56.70 330 61.76 0.0026
2024-11-04 2024-09-30 13F MSCI COM 55354G100 351 351 205 0.0017
2024-08-05 2024-06-30 13F MSCI COM 55354G100 0 -358 -100.00 0 -100.00
2024-05-06 2024-03-31 13F MSCI COM 55354G100 358 -1 -0.28 201 -1.48 0.0023
2024-02-05 2023-12-31 13F MSCI COM 55354G100 359 359 203 0.0026
2023-08-04 2023-06-30 13F MSCI COM 55354G100 0 -369 -100.00 0 -100.00
2023-05-03 2023-03-31 13F MSCI COM 55354G100 369 369 207 0.0038
2022-05-05 2022-03-31 13F MSCI COM 55354G100 0 -333 -100.00 0 -100.00
2022-02-08 2021-12-31 13F MSCI COM 55354G100 333 333 204 0.0066
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.