Position in FDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,798,111
+$7,676,278 QoQ
Shares Held
46,932
+226.2% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#101
of 762 holders
Holding Since
Dec 2020
14 quarters on record
Voting authority
Sole 15%
Shared 33%
None 52%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $225,341,293 across 11 Financial Data & Stock Exchanges names. FDS ranks #7 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
231,045 | $89,021,330 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
300,343 | $36,975,225 | |
| 3 | MCO |
Moodys Corp /De/
|
62,645 | $28,373,172 | |
| 4 | CME |
Cme Group Inc.
|
95,497 | $21,088,601 | |
| 5 | MSCI |
MSCI Inc.
|
26,486 | $14,833,218 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
171,627 | $13,527,638 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
46,932 | $10,798,111 | |
| 8 | MORN |
Morningstar, Inc.
|
22,838 | $3,563,183 |
All Filings in FDS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,798,111 | 46,932 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,121,833 | 14,387 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,660,434 | 26,398 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,675,107 | 5,847 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,346,878 | 5,247 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,064,065 | 4,540 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,344,726 | 4,882 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,356,271 | 5,124 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $792,452 | 1,941 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,753,036 | 3,858 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $383,071 | 803 | Shares | Sole | 2024-01-26 | |
| 2023-03-31 | $300,940 | 725 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $316,153 | 788 | Shares | Sole | 2023-02-15 | |
| 2020-12-31 | $323,855 | 974 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||