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Vanguard (MSCI) disaggregates holdings; reports 0 shares after realignment

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

MSCI Inc: The Vanguard Group filed an amendment to its Schedule 13G reporting that, after an internal realignment, certain Vanguard subsidiaries will report disaggregated holdings and beneficial ownership is 0 shares (0%) of MSCI Inc common stock as reported. The amendment cites SEC Release No. 34-39538 (January 12, 1998) as the basis for separate reporting by subsidiaries and states the subsidiaries pursue the same investment strategies previously followed.

Positive

  • None.

Negative

  • None.

Insights

Amendment shows disaggregation; Vanguard reports zero beneficial ownership.

The filing states 0 shares (0%) beneficially owned and explains an internal realignment that causes separate reporting by subsidiaries under SEC Release No. 34-39538 (January 12, 1998). This is an administrative reporting change rather than an active trade.

Cash‑flow treatment or trading intent is not indicated in the excerpt; subsequent filings from Vanguard or the subsidiaries would show any material buying or selling activity.

Filing aligns with SEC disaggregation guidance; signature present.

The amendment documents compliance with the cited SEC release by having subsidiaries report separately and includes a signed certification by the Head of Global Fund Administration on 03/27/2026. The statement clarifies that subsidiaries pursue the same strategies.

This is a procedural update; monitoring future 13G/A or 13D/13G filings from Vanguard entities will show any substantive position changes.






55354G100

(CUSIP Number)
03/13/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. In accordance with SEC Release No. 34-39538 (January 12, 1998), certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that formerly had, or were deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment. Further in accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over securities beneficially owned by such subsidiaries and/or business divisions.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:03/27/2026

FAQ

What does The Vanguard Group report for MSCI (MSCI) ownership?

The Vanguard Group reports beneficial ownership of 0 shares (0%) of MSCI Inc common stock. The amendment states subsidiaries will report holdings separately following an internal realignment under SEC Release No. 34-39538.

Why does Vanguard say subsidiaries will report separately for MSCI?

Vanguard cites an internal realignment on 01/12/2026 and relies on SEC Release No. 34-39538 (January 12, 1998), permitting certain subsidiaries or divisions to disaggregate and report beneficial ownership separately from The Vanguard Group, Inc.

Does this amendment indicate Vanguard sold MSCI shares?

The amendment is a reporting change and does not state any sale or purchase transaction. It records 0 shares (0%) beneficially owned by The Vanguard Group after the disaggregation; transaction details are not included in the excerpt.

Who signed the Schedule 13G/A amendment for Vanguard on MSCI?

The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026, certifying the amendment and the disaggregation explanation under the referenced SEC release.

Will Vanguard subsidiaries’ holdings appear in future filings for MSCI?

Yes. The amendment states certain subsidiaries or business divisions will report beneficial ownership separately under the SEC release. Future 13G/A or similar filings by those entities should disclose any holdings they report.
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