MSCI Inc.
US ˙ NYSE ˙ US55354G1004

SecurityMSCI / MSCI Inc.
InstitutionGreenleaf Trust
Latest Disclosed Ownership2,757 shares
Latest Disclosed Value $ 1,486,050
Greenleaf Trust reports 6.95% decrease in ownership of MSCI / MSCI Inc.

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 2,757 shares of MSCI Inc. (US:MSCI) valued at $1,486,051 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,963 shares of MSCI Inc.. This represents a change in shares of -6.95% during the quarter. The current value of the position is $1,691,640 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)
2026-04-27 2026-03-31 13F MSCI Inc Com Com 55354G100 2,757 -206 -6.95 1,486 -12.54 0.0082
2026-01-21 2025-12-31 13F MSCI Inc Com Com 55354G100 2,963 -155 -4.97 1,700 -3.96 0.0156
2025-10-22 2025-09-30 13F MSCI Inc Com Com 55354G100 3,118 -205 -6.17 1,769 -7.67 0.0161
2025-07-17 2025-06-30 13F MSCI Inc Com Com 55354G100 3,323 -145 -4.18 1,917 -2.29 0.0169
2025-04-30 2025-03-31 13F MSCI Inc Com Com 55354G100 3,468 22 0.64 1,961 -5.13 0.0179
2025-01-24 2024-12-31 13F MSCI Inc Com COM 55354G100 3,446 -150 -4.17 2,068 -1.38 0.0188
2024-10-22 2024-09-30 13F MSCI Inc Com COM 55354G100 3,596 970 36.94 2,096 65.69 0.0186
2024-07-22 2024-06-30 13F MSCI Inc Com COM 55354G100 2,626 -74 -2.74 1,265 -16.39 0.0120
2024-04-29 2024-03-31 13F MSCI Inc Com COM 55354G100 2,700 16 0.60 1,513 -0.33 0.0141
2024-01-31 2023-12-31 13F MSCI Inc Com COM 55354G100 2,684 54 2.05 1,518 12.53 0.0163
2023-11-09 2023-09-30 13F MSCI Inc Com COM 55354G100 2,630 25 0.96 1,349 10.39 0.0156
2023-08-09 2023-06-30 13F MSCI Inc Com COM 55354G100 2,605 -313 -10.73 1,222 -25.17 0.0130
2023-05-11 2023-03-31 13F MSCI Inc Com COM 55354G100 2,918 55 1.92 1,633 163,200.00 0.0185
2023-01-25 2022-12-31 13F MSCI Inc Com COM 55354G100 2,863 269 10.37 1 -99.91 0.0169
2022-11-10 2022-09-30 13F MSCI Inc Com COM 55354G100 2,594 117 4.72 1,094 7.15 0.0162
2022-08-12 2022-06-30 13F MSCI Inc Com COM 55354G100 2,477 362 17.12 1,021 -4.04 0.0155
2022-04-27 2022-03-31 13F MSCI Inc Com COM 55354G100 2,115 -11 -0.52 1,064 -18.34 0.0127
2022-02-11 2021-12-31 13F MSCI Inc Com COM 55354G100 2,126 133 6.67 1,303 7.51 0.0153
2021-11-12 2021-09-30 13F MSCI Inc Com COM 55354G100 1,993 51 2.63 1,212 17.10 0.0148
2021-08-10 2021-06-30 13F MSCI Inc Com COM 55354G100 1,942 71 3.79 1,035 32.02 0.0128
2021-04-30 2021-03-31 13F MSCI Inc Com COM 55354G100 1,871 87 4.88 784 -1.63 0.0104
2021-02-08 2020-12-31 13F MSCI Inc Com COM 55354G100 1,784 -45 -2.46 797 22.05 0.0106
2020-10-30 2020-09-30 13F MSCI Inc Com COM 55354G100 1,829 -61 -3.23 653 3.49 0.0101
2020-08-12 2020-06-30 13F MSCI Inc Cl A COM 55354G100 1,890 9 0.48 631 15.99 0.0111
2020-04-29 2020-03-31 13F MSCI Inc Cl A COM 55354G100 1,881 1,881 544 0.0108
2019-11-08 2019-09-30 13F MSCI Inc Cl A COM 55354G100 0 -1,456 -100.00 0 -100.00
2019-07-24 2019-06-30 13F MSCI Inc Cl A COM 55354G100 1,456 1,456 348 0.0055
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.