Position in MSCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,063,164
+$12,500,575 QoQ
Shares Held
25,111
+766.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#200
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $146,855,626 across 10 Financial Data & Stock Exchanges names. MSCI ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
122,687 | $47,271,073 | |
| 2 | COIN |
Coinbase Global, Inc.
|
205,437 | $30,032,835 | |
| 3 | MCO |
Moodys Corp /De/
|
40,400 | $18,297,968 | |
| 4 | CME |
Cme Group Inc.
|
72,758 | $16,067,149 | |
| 5 | MSCI |
MSCI Inc.
This page
|
25,111 | $14,063,164 | |
| 6 | FDS |
Factset Research Systems Inc
|
34,568 | $7,953,405 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
47,071 | $5,794,910 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
45,199 | $3,562,585 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,063,164 | 25,111 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,562,589 | 2,899 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,600,132 | 2,789 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,960,401 | 3,455 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,839,800 | 3,190 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,125,714 | 3,759 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,717,228 | 2,862 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,872,954 | 3,213 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,728,519 | 3,588 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,161,655 | 3,857 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,170,964 | 3,838 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,629,542 | 3,176 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,551,003 | 3,305 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,844,178 | 3,295 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,787,298 | 5,992 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,724,340 | 6,459 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,507,932 | 6,085 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,051,383 | 14,022 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $14,421,497 | 23,538 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $14,493,699 | 23,825 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $12,347,732 | 23,163 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $9,608,639 | 22,917 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $12,104,088 | 27,107 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $9,367,258 | 26,255 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $8,240,680 | 24,686 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $5,682,687 | 19,666 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||