BAMCO INC /NY/

Position in MSCI — MSCI Inc.

CIK 1017918 NEW YORK, NY

Back to MSCI Full portfolio

Position in MSCI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,798,710,150

+$343,712,486 QoQ

Shares Held

3,211,753

+19.0% QoQ

Ownership

4.42%

of shares outstanding

% of Portfolio

2.71%

of 13F equity value

Holder Rank

of 1,074 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 99% None 1%

Common Shares in MSCI Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

BAMCO INC /NY/ holds $3,392,915,150 across 7 Financial Data & Stock Exchanges names. MSCI ranks #1 (53.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc. This page	3,211,753	$1,798,710,150
2	FDS	Factset Research Systems Inc	4,200,856	$966,532,948
3	MORN	Morningstar, Inc.	3,499,146	$545,936,758
4	TRU	TransUnion	544,036	$39,246,757
5	MCO	Moodys Corp /De/	36,429	$16,499,422
6	SPGI	S&P Global Inc.	38,661	$14,895,941
7	CME	Cme Group Inc.	50,234	$11,093,174

All Filings in MSCI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,798,710,150	3,211,753	+19.0%	Shares	Defined	2026-08-14
2026-03-31	$1,454,997,664	2,699,389	-2.0%	Shares	Defined	2026-05-15
2025-12-31	$1,581,054,726	2,755,747	+15.1%	Shares	Defined	2026-02-17
2025-09-30	$1,358,445,926	2,394,117	+10.3%	Shares	Defined	2025-11-14
2025-06-30	$1,251,717,854	2,170,333	+4.8%	Shares	Defined	2025-08-14
2025-03-31	$1,171,519,771	2,071,653	-2.8%	Shares	Defined	2025-05-15
2024-12-31	$1,279,179,919	2,131,931	-1.2%	Shares	Defined	2025-02-14
2024-09-30	$1,257,631,252	2,157,431	-2.6%	Shares	Defined	2024-11-14
2024-06-30	$1,067,273,767	2,215,410	-1.7%	Shares	Defined	2024-08-14
2024-03-31	$1,263,273,915	2,254,035	-1.1%	Shares	Defined	2024-05-15
2023-12-31	$1,289,399,175	2,279,500	+0.9%	Shares	Defined	2024-02-14
2023-09-30	$1,159,614,673	2,260,105	+0.7%	Shares	Defined	2023-11-14
2023-06-30	$1,053,518,976	2,244,921	+3.3%	Shares	Defined	2023-08-14
2023-03-31	$1,215,963,464	2,172,566	-0.1%	Shares	Defined	2023-05-15
2022-12-31	$1,011,213,060	2,173,857	-0.4%	Shares	Defined	2023-02-14
2022-09-30	$920,434,777	2,182,211	-0.7%	Shares	Defined	2022-11-14
2022-06-30	$905,517,454	2,197,058	-0.6%	Shares	Defined	2022-08-15
2022-03-31	$1,111,372,846	2,210,016	+3.2%	Shares	Defined	2022-05-13
2021-12-31	$1,311,516,861	2,140,588	-1.3%	Shares	Defined	2022-02-14
2021-09-30	$1,319,825,263	2,169,552	-1.2%	Shares	Defined	2021-11-12
2021-06-30	$1,170,237,473	2,195,238	-1.9%	Shares	Defined	2021-08-13
2021-03-31	$938,414,466	2,238,157	+0.4%	Shares	Defined	2021-05-19
2020-12-31	$995,092,998	2,228,502	-1.2%	Shares	Defined	2021-02-12
2020-09-30	$804,668,054	2,255,362	-1.5%	Shares	Defined	2020-11-13
2020-06-30	$764,472,836	2,290,075	-0.4%	Shares	Defined	2020-08-14
2020-03-31	$664,468,721	2,299,518	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.