MSCI Inc.
US ˙ NYSE ˙ US55354G1004

SecurityMSCI / MSCI Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership380 shares
Latest Disclosed Value $ 204,824
IFP Advisors, Inc reports 38.69% increase in ownership of MSCI / MSCI Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 380 shares of MSCI Inc. (US:MSCI) valued at $204,824 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 274 shares of MSCI Inc.. This represents a change in shares of 38.69% during the quarter. The current value of the position is $233,160 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)
2026-04-13 2026-03-31 13F MSCI cs 55354G100 380 106 38.69 205 29.94 0.0042
2026-02-06 2025-12-31 13F MSCI cs 55354G100 274 -2,278 -89.26 157 -89.16 0.0035
2026-02-06 2025-09-30 13F/A-1 MSCI cs 55354G100 2,552 -233 -8.37 1,448 -9.84 0.0376
2025-12-02 2025-09-30 13F MSCI cs 55354G100 2,554 -231 1,450 0.0374
2025-07-24 2025-06-30 13F MSCI cs 55354G100 2,785 588 26.76 1,607 29.31 0.0457
2025-05-05 2025-03-31 13F MSCI cs 55354G100 2,197 126 6.08 1,243 0.00 0.0383
2025-02-04 2024-12-31 13F MSCI cs 55354G100 2,071 85 4.28 1,243 7.35 0.0407
2025-02-04 2024-09-30 13F MSCI cs 55354G100 1,986 1,591 402.78 1,158 508.95 0.0417
2024-07-30 2024-06-30 13F MSCI cs 55354G100 395 183 86.32 190 61.02 0.0076
2024-07-30 2024-03-31 13F MSCI cs 55354G100 212 8 3.92 119 2.61 0.0052
2024-01-09 2023-12-31 13F MSCI cs 55354G100 204 -111 -35.24 115 -28.57 0.0054
2023-10-12 2023-09-30 13F MSCI cs 55354G100 315 -144 -31.37 162 -25.12 0.0073
2023-08-14 2023-06-30 13F/A-1 MSCI cs 55354G100 459 -59 -11.39 215 155.95 0.0090
2023-08-04 2023-06-30 13F MSCI cs 55354G100 459 -59 75 0.0035
2023-04-18 2023-03-31 13F MSCI cs 55354G100 518 -303 -36.91 85 0.0037
2023-02-07 2022-12-31 13F MSCI cs 55354G100 821 57 7.46 0 -100.00 0.0044
2022-11-08 2022-09-30 13F MSCI cs 55354G100 764 147 23.82 160 23.08 0.0042
2022-09-06 2022-06-30 13F/A-1 MSCI cs 55354G100 617 0 0.00 130 0.00 0.0042
2022-09-06 2022-03-31 13F/A-1 MSCI cs 55354G100 617 84 15.76 130 -60.49 0.0042
2022-08-08 2022-03-31 13F MSCI INC COM Stock 55354G100 651 118 129 0.0026
2022-01-12 2021-12-31 13F MSCI INC COM Stock 55354G100 533 152 39.90 329 41.81 0.0064
2021-10-06 2021-09-30 13F MSCI INC COM Stock 55354G100 381 35 10.12 232 25.41 0.0046
2021-07-13 2021-06-30 13F MSCI INC COM Stock 55354G100 346 -135 -28.07 185 -8.42 0.0038
2021-04-30 2021-03-31 13F MSCI INC COM Stock 55354G100 481 -46 -8.73 202 -14.04 0.0039
2021-01-25 2020-12-31 13F MSCI INC COM Stock 55354G100 527 12 2.33 235 29.12 0.0095
2020-10-29 2020-09-30 13F MSCI INC COM Stock 55354G100 515 1 0.19 182 7.69 0.0109
2020-08-05 2020-06-30 13F MSCI INC COM Stock 55354G100 514 81 18.71 169 33.07 0.0134
2020-05-12 2020-03-31 13F MSCI INC COM Stock 55354G100 433 -92 -17.52 127 -6.62 0.0128
2020-01-17 2019-12-31 13F MSCI INC COM Stock 55354G100 525 -39 -6.91 136 11.48 0.0102
2019-11-07 2019-09-30 13F MSCI INC COM Stock 55354G100 564 373 195.29 122 221.05 0.0082
2019-05-15 2019-03-31 13F MSCI INC Stock 55354G100 191 -333 -63.55 38 -50.00 0.0052
2019-06-03 2018-12-31 13F/A-10 MSCI INC COM Stock 55354G100 524 -25 -4.55 76 -21.65 0.0046
2019-01-23 2018-12-31 13F MSCI INC COM Stock 55354G100 524 -25 76 0.0046
2019-06-03 2018-09-30 13F/A-9 MSCI INC COM Stock 55354G100 549 195 55.08 97 64.41 0.0040
2018-10-25 2018-09-30 13F MSCI INC COM Stock 55354G100 549 195 97 0.0040
2019-06-03 2018-06-30 13F/A-8 MSCI INC COM Stock 55354G100 354 -222 -38.54 59 -19.18 0.0025
2018-08-07 2018-06-30 13F MSCI INC COM Stock 55354G100 354 -100 59
2019-06-03 2018-03-31 13F/A-7 MSCI INC COM Stock 55354G100 576 0 0.00 73 0.00 0.0033
2018-05-09 2018-03-31 13F MSCI INC COM Stock 55354G100 454 -122 68
2019-06-03 2017-12-31 13F/A-6 MSCI INC COM Stock 55354G100 576 -29 -4.79 73 2.82 0.0033
2018-01-24 2017-12-31 13F MSCI INC COM Stock 55354G100 576 -29 73
2017-10-30 2017-09-30 13F MSCI INC COM Stock 55354G100 605 255 72.86 71 97.22 0.0028
2019-06-03 2017-06-30 13F/A-5 MSCI INC COM Stock 55354G100 350 -7 -1.96 36 2.86 0.0015
2017-07-31 2017-06-30 13F MSCI INC COM Stock 55354G100 350 -7 36
2019-06-03 2017-03-31 13F/A-4 MSCI INC COM Stock 55354G100 357 -59 -14.18 35 6.06 0.0015
2017-04-26 2017-03-31 13F MSCI INC COM Stock 55354G100 357 -59 35
2019-06-03 2016-12-31 13F/A-3 MSCI INC COM Stock 55354G100 416 63 17.85 33 10.00 0.0016
2017-02-14 2016-12-31 13F MSCI INC COM Stock 55354G100 416 63 33
2016-11-04 2016-09-30 13F MSCI INC COM Stock 55354G100 353 203 135.33 30 150.00 0.0016
2019-06-03 2016-06-30 13F/A-2 MSCI INC COM Stock 55354G100 150 -41 -21.47 12 -68.42 0.0007
2016-08-22 2016-06-30 13F MSCI INC COM Stock 55354G100 150 -41 12
2019-06-03 2016-03-31 13F/A-1 MSCI INC Stock 55354G100 191 -139 -42.12 38 58.33 0.0052
2016-05-02 2016-03-31 13F MSCI INC COM Stock 55354G100 150 -180 11
2016-02-11 2015-12-31 13F MSCI INC COM Stock 55354G100 330 330 24 0.0016
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.