Position in MSCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,330,886
-$474,121 QoQ
Shares Held
4,162
-20.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#405
of 1,074 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $30,069,812 across 10 Financial Data & Stock Exchanges names. MSCI ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
25,021 | $9,640,658 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
56,964 | $4,489,902 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,073 | $4,440,947 | |
| 4 | CME |
Cme Group Inc.
|
13,383 | $2,955,367 | |
| 5 | MCO |
Moodys Corp /De/
|
5,450 | $2,468,414 | |
| 6 | MSCI |
MSCI Inc.
This page
|
4,162 | $2,330,886 | |
| 7 | FDS |
Factset Research Systems Inc
|
8,877 | $2,042,420 | |
| 8 | COIN |
Coinbase Global, Inc.
|
5,990 | $875,678 |
All Filings in MSCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,330,886 | 4,162 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,805,007 | 5,204 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,977,670 | 6,933 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,367,698 | 9,460 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $6,473,278 | 11,447 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $15,071,651 | 25,119 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $16,091,782 | 27,605 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $14,385,536 | 29,861 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $17,006,294 | 30,344 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $17,615,472 | 31,142 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $17,095,825 | 33,320 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $16,204,114 | 34,529 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $20,075,520 | 35,869 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $17,779,727 | 38,222 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $19,463,499 | 46,145 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $18,561,999 | 45,037 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $22,438,002 | 44,619 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $22,989,966 | 37,523 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $29,412,022 | 48,348 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $25,773,351 | 48,348 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $19,535,513 | 46,593 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $9,049,376 | 20,266 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,092,212 | 8,667 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||