MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionNatixis Advisors, L.p.
Latest Disclosed Ownership44,830 shares
Latest Disclosed Value $ 24,164
Natixis Advisors, L.p. reports 11.43% increase in ownership of MSCI / MSCI Inc.

On May 13, 2026 - Natixis Advisors, L.p. filed a 13F-HR form disclosing ownership of 44,830 shares of MSCI Inc. (MX:MSCI) valued at $24,164 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 40,232 shares of MSCI Inc.. This represents a change in shares of 11.43% 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)
2026-05-13 2026-03-31 13F MSCI COM 55354G100 44,830 4,598 11.43 24 4.35 0.0336
2026-02-10 2025-12-31 13F MSCI COM 55354G100 40,232 -13,320 -24.87 23 -23.33 0.0327
2025-11-13 2025-09-30 13F MSCI INC COM 55354G100 53,552 3,240 6.44 30 3.45 0.0443
2025-08-13 2025-06-30 13F MSCI COM 55354G100 50,312 -11,736 -18.91 29 -17.14 0.0460
2025-05-08 2025-03-31 13F MSCI COM 55354G100 62,048 -10,350 -14.30 35 -18.60 0.0648
2025-02-10 2024-12-31 13F MSCI COM 55354G100 72,398 7,874 12.20 43 16.22 0.0812
2024-11-06 2024-09-30 13F MSCI COM 55354G100 64,524 9,651 17.59 38 42.31 0.0733
2024-08-01 2024-06-30 13F MSCI COM 55354G100 54,873 6,052 12.40 26 -3.70 0.0575
2024-04-25 2024-03-31 13F MSCI COM 55354G100 48,821 1,940 4.14 27 3.85 0.0629
2024-02-06 2023-12-31 13F MSCI COM 55354G100 46,881 5,365 12.92 27 23.81 0.0698
2023-11-13 2023-09-30 13F MSCI COM 55354G100 41,516 2,816 7.28 21 16.67 0.0651
2023-08-15 2023-06-30 13F MSCI COM 55354G100 38,700 -13,417 -25.74 18 -37.93 0.0561
2023-05-11 2023-03-31 13F MSCI COM 55354G100 52,117 2,169 4.34 29 26.09 0.1004
2023-01-27 2022-12-31 13F MSCI COM 55354G100 49,948 2,502 5.27 23 -99.89 0.0878
2022-11-14 2022-09-30 13F MSCI COM 55354G100 47,446 2,286 5.06 20,012 7.52 0.0847
2022-08-12 2022-06-30 13F MSCI COM 55354G100 45,160 2,738 6.45 18,613 -12.75 0.0819
2022-05-12 2022-03-31 13F MSCI COM 55354G100 42,422 -4,915 -10.38 21,333 -26.45 0.0814
2022-02-08 2021-12-31 13F MSCI COM 55354G100 47,337 1,954 4.31 29,003 5.05 0.1108
2021-11-15 2021-09-30 13F MSCI COM 55354G100 45,383 -846 -1.83 27,608 12.03 0.1135
2021-08-12 2021-06-30 13F MSCI COM 55354G100 46,229 2,795 6.44 24,644 35.32 0.1150
2021-05-05 2021-03-31 13F MSCI COM 55354G100 43,434 -5,238 -10.76 18,211 -16.21 0.0951
2021-02-12 2020-12-31 13F MSCI COM 55354G100 48,672 14,676 43.17 21,734 79.19 0.1252
2020-11-12 2020-09-30 13F MSCI COM 55354G100 33,996 -4,036 -10.61 12,129 -4.47 0.0763
2020-08-11 2020-06-30 13F MSCI COM 55354G100 38,032 3,691 10.75 12,696 27.95 0.0843
2020-04-27 2020-03-31 13F MSCI COM 55354G100 34,341 10,890 46.44 9,923 63.88 0.0809
2020-02-10 2019-12-31 13F MSCI COM 55354G100 23,451 5,449 30.27 6,055 54.46 0.0427
2019-11-12 2019-09-30 13F MSCI COM 55354G100 18,002 6,476 56.19 3,920 42.44 0.0311
2019-08-12 2019-06-30 13F MSCI COM 55354G100 11,526 316 2.82 2,752 23.46 0.0225
2019-05-15 2019-03-31 13F/A-1 MSCI COM 55354G100 11,210 11,210 2,229 0.0195
2019-05-15 2019-03-31 13F MSCI COM 55354G100 11,210 2,229 0.0195
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.