Position in MSCI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$21,642,868
-$3,264,472 QoQ
Shares Held
40,153
-7.5% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 19.62244415112196.ToString("F0")%
Shared 0.ToString("F0")%
None 80.37755584887805.ToString("F0")%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $553,034,869 across 11 Financial Data & Stock Exchanges names. MSCI ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
482,517 | $142,511,395 | |
| 2 | SPGI |
S&P Global Inc.
|
307,394 | $130,746,963 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
390,023 | $61,342,817 | |
| 4 | COIN |
Coinbase Global, Inc.
|
330,381 | $57,687,826 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
186,069 | $52,298,413 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
496,645 | $42,160,194 | |
| 7 | MCO |
Moodys Corp /De/
|
61,152 | $26,677,560 | |
| 8 | MSCI |
MSCI Inc.
This page
|
40,153 | $21,642,868 |
All Filings in MSCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,642,868 | 40,153 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,907,340 | 43,413 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $28,481,712 | 50,196 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,034,620 | 45,141 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,729,488 | 47,267 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $27,242,854 | 45,404 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $23,348,678 | 40,054 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,371,084 | 29,831 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $33,985,127 | 60,639 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $33,158,968 | 58,621 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,433,340 | 59,315 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,074,690 | 55,562 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $26,459,344 | 47,275 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $21,222,450 | 45,623 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $18,714,400 | 44,369 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,766,962 | 43,108 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $20,628,640 | 41,021 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,511,888 | 40,007 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,214,640 | 34,873 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $16,496,693 | 30,946 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,003,584 | 26,244 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,263,045 | 22,984 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,173,775 | 20,107 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,125,387 | 21,345 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,345,182 | 18,498 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||