WESTWOOD HOLDINGS GROUP INC

Position in MSCI — MSCI Inc.

CIK 1165002 DALLAS, TX

Position in MSCI

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

Position Value

$30,423,612

-$19,496,260 QoQ

Shares Held

54,324

-41.3% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#141

of 1,074 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $66,298,306 across 6 Financial Data & Stock Exchanges names. MSCI ranks #1 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc. This page	54,324	$30,423,612
2	ICE	Intercontinental Exchange, Inc.	176,730	$21,757,230
3	FDS	Factset Research Systems Inc	54,429	$12,523,024
4	CME	Cme Group Inc.	3,007	$664,035
5	SPGI	S&P Global Inc.	1,281	$493,599
6	CBOE	Cboe Global Markets, Inc.	1,800	$436,806

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,423,612	54,324	-41.3%	Shares	Defined	2026-08-14
2026-03-31	$49,919,872	92,614	+8.3%	Shares	Defined	2026-05-15
2025-12-31	$49,065,963	85,521	+4753.6%	Shares	Defined	2026-02-17
2022-12-31	$819,629	1,762	-12.6%	Shares	Defined	2023-02-14
2022-09-30	$850,328	2,016	-45.4%	Shares	Defined	2022-11-14
2022-06-30	$1,522,894	3,695	-0.6%	Shares	Defined	2022-08-15
2022-03-31	$1,869,707	3,718	-10.1%	Shares	Defined	2022-05-12
2021-12-31	$2,535,311	4,138	+75.3%	Shares	Defined	2022-02-25
2021-09-30	$1,435,682	2,360	-7.5%	Shares	Defined	2021-11-12
2021-06-30	$1,359,354	2,550	-30.3%	Shares	Defined	2021-08-16
2021-03-31	$1,534,564	3,660	-12.4%	Shares	Defined	2021-05-14
2020-12-31	$1,866,495	4,180	-2.0%	Shares	Defined	2021-04-13
2020-09-30	$1,521,309	4,264	-5.7%	Shares	Defined	2020-11-10
2020-06-30	$1,509,534	4,522	-2.4%	Shares	Defined	2020-08-13
2020-03-31	$1,339,329	4,635	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.