SCHEDULE 13G/A: Vanguard Group Amends Stake in MSCI Inc., Reports Over 12% Passive Ownership
Beneficial Ownership Report
The Vanguard Group has filed an amended Schedule 13G, disclosing a 12.08% beneficial ownership stake in MSCI Inc. as of March 31, 2025.
Summary
- The Vanguard Group filed an Amendment No. 12 to Schedule 13G regarding its beneficial ownership in MSCI Inc.
- As of March 31, 2025, The Vanguard Group beneficially owns 9,376,828 shares of MSCI Inc. Common Stock.
- This ownership represents 12.08% of the class of securities.
- The Vanguard Group holds sole dispositive power over 9,016,894 shares and shared dispositive power over 359,934 shares.
- The Vanguard Group holds shared voting power over 96,206 shares and no sole voting power.
- The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 5
Explanation: Neutral, as this is a factual disclosure of beneficial ownership by a passive institutional investor, not a performance report or strategic announcement.
Future Outlook
This document does not contain forward-looking statements or guidance regarding MSCI Inc.'s future outlook.
Industry Context
This filing is a standard disclosure of a significant passive ownership stake by a major institutional investor, The Vanguard Group, in MSCI Inc., a leading provider of critical decision support tools and services for the global investment community. Such filings are common for large index fund managers.
Stakeholder Impact
- The filing indicates that The Vanguard Group's clients, including investment companies registered under the Investment Company Act of 1940 and other managed accounts, have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, the securities reported herein. This directly impacts the returns for these underlying investors.
Key Dates
| Date | Description |
|---|---|
| 03/31/2025 | Date of event which requires filing of this statement (beneficial ownership calculation date). |
| 04/30/2025 | Date of filing and signature by The Vanguard Group. |
Keywords
MSCI Inc., Vanguard Group, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Passive Investment, SEC Filing, Investment Management
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