Position in MSCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,152,150
-$490,718 QoQ
Shares Held
37,769
-5.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $475,217,563 across 11 Financial Data & Stock Exchanges names. MSCI ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
324,901 | $125,183,574 | |
| 2 | CME |
Cme Group Inc.
|
475,144 | $104,926,049 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
420,542 | $51,772,925 | |
| 4 | COIN |
Coinbase Global, Inc.
|
337,563 | $49,348,334 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
173,097 | $42,005,448 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
504,772 | $39,786,129 | |
| 7 | MCO |
Moodys Corp /De/
|
59,327 | $26,870,384 | |
| 8 | MSCI |
MSCI Inc.
This page
|
37,769 | $21,152,150 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,152,150 | 37,769 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||