MSCI Inc.
MX ˙ BMV ˙ US55354G1004
SecurityMX:MSCI / MSCI Inc.
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership3,537 shares
Latest Disclosed Value $ 1,906,676
Toth Financial Advisory Corp reports 7.21% increase in ownership of MSCI / MSCI Inc.

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 3,537 shares of MSCI Inc. (MX:MSCI) valued at $1,906,676 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 3,299 shares of MSCI Inc.. This represents a change in shares of 7.21% 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)
2026-04-16 2026-03-31 13F MSCI COM 55354G100 3,537 238 7.21 1,907 0.74 0.2093
2026-01-20 2025-12-31 13F MSCI COM 55354G100 3,299 1,160 54.23 1,893 55.98 0.2055
2025-10-09 2025-09-30 13F MSCI COM 55354G100 2,139 221 11.52 1,214 9.67 0.1309
2025-07-14 2025-06-30 13F MSCI COM 55354G100 1,918 198 11.51 1,106 13.79 0.1291
2025-04-14 2025-03-31 13F MSCI COM 55354G100 1,720 836 94.57 973 83.40 0.1171
2025-01-21 2024-12-31 13F MSCI COM 55354G100 884 27 3.15 530 6.21 0.0624
2024-10-21 2024-09-30 13F MSCI COM 55354G100 857 445 108.01 500 152.02 0.0590
2024-07-16 2024-06-30 13F MSCI COM 55354G100 412 240 139.53 198 106.25 0.0252
2024-04-16 2024-03-31 13F MSCI COM 55354G100 172 30 21.13 96 20.00 0.0121
2024-01-26 2023-12-31 13F MSCI COM 55354G100 142 -585 -80.47 80 -78.55 0.0109
2023-10-12 2023-09-30 13F MSCI COM 55354G100 727 680 1,446.81 373 1,595.45 0.0568
2023-07-24 2023-06-30 13F MSCI COM 55354G100 47 -8 -14.55 22 -26.67 0.0032
2023-04-24 2023-03-31 13F MSCI COM 55354G100 55 55 31 0.0048
2023-01-24 2022-12-31 13F MSCI COM 55354G100 0 -1 -100.00 0 0.0000
2022-10-14 2022-09-30 13F MSCI COM 55354G100 1 0 0.00 0 0.0000
2022-07-25 2022-06-30 13F MSCI COM 55354G100 1 1 0 0.0000
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.