MSCI Inc.
US ˙ NYSE ˙ US55354G1004

SecurityMSCI / MSCI Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership47,757 shares
Latest Disclosed Value $ 27,399,739
CIBC Private Wealth Group, LLC reports 6.01% decrease in ownership of MSCI / MSCI Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 47,757 shares of MSCI Inc. (US:MSCI) valued at $27,399,624 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 50,810 shares of MSCI Inc.. This represents a change in shares of -6.01% during the quarter. The current value of the position is $29,392,523 USD.

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)
2026-02-12 2025-12-31 13F MSCI COM 55354G100 47,757 -3,053 -6.01 27,400 -4.96 0.0463
2025-11-24 2025-09-30 13F MSCI COM 55354G100 50,810 -1,554 -2.97 28,830 -4.54 0.0494
2025-08-12 2025-06-30 13F MSCI COM 55354G100 52,364 -14,683 -21.90 30,200 -11.15 0.0539
2025-05-14 2025-03-31 13F MSCI COM 55354G100 67,047 -348 -0.52 33,991 -16.25 0.0718
2025-02-12 2024-12-31 13F MSCI COM 55354G100 67,395 -1,087 -1.59 40,587 1.67 0.0736
2024-11-13 2024-09-30 13F MSCI COM 55354G100 68,482 236 0.35 39,920 18.83 0.0715
2024-08-09 2024-06-30 13F MSCI COM 55354G100 68,246 5,862 9.40 33,595 -2.94 0.0630
2024-05-10 2024-03-31 13F MSCI COM 55354G100 62,384 -26,368 -29.71 34,613 -31.05 0.0678
2024-02-13 2023-12-31 13F MSCI INC COM COM 55354G100 88,752 1,198 1.37 50,202 11.75 0.1063
2023-11-13 2023-09-30 13F MSCI INC COM COM 55354G100 87,554 113 0.13 44,922 9.47 0.1063
2023-11-21 2023-06-30 13F/A-1 MSCI INC COM COM 55354G100 87,441 25,315 40.75 41,035 79.57 0.0897
2023-08-10 2023-06-30 13F MSCI INC COM COM 55354G100 87,441 25,315 41,035 0.0897
2023-11-21 2023-03-31 13F/A-1 MSCI INC CL A COM 55354G100 62,126 -756 -1.20 22,852 -16.96 0.0506
2023-05-12 2023-03-31 13F MSCI INC CL A COM 55354G100 62,126 -756 22,852 0.0497
2023-06-01 2022-12-31 13F/A-2 MSCI INC CL A COM 55354G100 62,882 1,216 1.97 27,520 5.80 0.0924
2023-02-14 2022-12-31 13F/A-1 MSCI INC COM COM 55354G100 62,882 1,216 29,251 0.0612
2023-02-13 2022-12-31 13F MSCI INC COM COM 55354G100 62,882 1,216 29,251 0.0000
2022-11-15 2022-09-30 13F MSCI INC COM COM 55354G100 61,666 622 1.02 26,010 3.39 0.0701
2022-08-03 2022-06-30 13F MSCI COM 55354G100 61,044 -5,125 -7.75 25,158 -24.39 0.0653
2022-05-16 2022-03-31 13F MSCI COM 55354G100 66,169 -41 -0.06 33,275 -17.98 0.0726
2022-04-04 2021-12-31 13F/A-1 MSCI COM 55354G100 66,210 -54 -0.08 40,567 0.63 0.0841
2022-02-08 2021-12-31 13F MSCI COM 55354G100 66,210 -54 40,567 0.0841
2021-11-12 2021-09-30 13F MSCI COM 55354G100 66,264 -896 -1.33 40,312 12.60 0.0938
2021-08-16 2021-06-30 13F MSCI COM 55354G100 67,160 -1,344 -1.96 35,802 24.65 0.0822
2021-05-12 2021-03-31 13F MSCI COM 55354G100 68,504 -4,840 -6.60 28,721 -12.30 0.0723
2021-02-12 2020-12-31 13F MSCI COM 55354G100 73,344 -2,065 -2.74 32,751 21.73 0.0866
2020-11-03 2020-09-30 13F/A-1 MSCI COM 55354G100 75,409 -1,672 -2.17 26,905 4.57 0.0824
2020-08-13 2020-06-30 13F MSCI INC CL A Com 55354G100 77,081 -3,958 -4.88 25,730 9.88 0.1250
2020-05-15 2020-03-31 13F MSCI COM 55354G100 81,039 -182 -0.22 23,417 11.67 0.1004
2020-01-30 2019-12-31 13F MSCI COM 55354G100 81,221 -1,588 -1.92 20,970 16.29 0.0684
2019-10-16 2019-09-30 13F MSCI COM 55354G100 82,809 11,448 16.04 18,032 5.82 0.0634
2019-07-31 2019-06-30 13F MSCI COM 55354G100 71,361 -3,513 -4.69 17,041 14.46 0.0598
2019-05-10 2019-03-31 13F MSCI COM 55354G100 74,874 47 0.06 14,888 34.95 0.0574
2019-02-05 2018-12-31 13F MSCI COM 55354G100 74,827 -218 -0.29 11,032 -17.13 0.0492
2018-11-14 2018-09-30 13F MSCI COM 55354G100 75,045 1,469 2.00 13,313 9.38 0.0505
2018-08-02 2018-06-30 13F MSCI COM 55354G100 73,576 -3,941 -5.08 12,171 5.03 0.0496
2018-05-17 2018-03-31 13F MSCI COM 55354G100 77,517 13,737 21.54 11,588 43.56 0.0504
2018-02-12 2017-12-31 13F MSCI COM 55354G100 63,780 347 0.55 8,072 8.86 0.0342
2017-12-21 2017-09-30 13F/A-1 MSCI INC CL A COM 55354G100 63,433 -169 -0.27 7,415 13.19 0.0338
2017-11-14 2017-09-30 13F MSCI INC CL A COM 55354G100 63,433 -169 7,415
2017-08-09 2017-06-30 13F MSCI INC CL A Com 55354G100 63,602 2,975 4.91 6,551 11.18 0.0411
2017-05-10 2017-03-31 13F MSCI INC CL A Com 55354G100 60,627 60,627 5,892 0.0370
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.