Position in MSCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$37,380,429
-$4,202,036 QoQ
Shares Held
66,746
-13.5% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#125
of 1,080 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, 2026HighTower Advisors, LLC holds $325,354,644 across 11 Financial Data & Stock Exchanges names. MSCI ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
200,594 | $90,853,034 | |
| 2 | CME |
Cme Group Inc.
|
300,011 | $66,251,429 | |
| 3 | SPGI |
S&P Global Inc.
|
115,139 | $44,362,830 | |
| 4 | MSCI |
MSCI Inc.
This page
|
66,746 | $37,380,429 | |
| 5 | FDS |
Factset Research Systems Inc
|
121,962 | $28,061,016 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
160,589 | $19,770,111 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
75,144 | $18,235,194 | |
| 8 | COIN |
Coinbase Global, Inc.
|
73,663 | $10,768,793 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,380,429 | 66,746 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $41,582,465 | 77,146 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $45,982,164 | 80,146 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $47,643,148 | 83,966 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $51,596,313 | 89,462 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $52,092,729 | 92,118 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $58,989,983 | 98,315 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $60,122,234 | 103,138 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,864,610 | 105,583 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $63,331,410 | 113,001 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $64,786,722 | 114,535 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $59,575,771 | 116,114 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $50,372,180 | 107,337 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $61,614,033 | 110,086 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $51,406,401 | 110,511 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $46,155,214 | 109,427 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $44,550,942 | 108,094 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $55,007,528 | 109,385 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $70,763,244 | 115,496 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $68,997,922 | 113,420 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,502,451 | 10,322 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $4,169,739 | 9,945 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $4,909,150 | 10,994 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,130,387 | 8,774 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,993,697 | 8,968 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,584,169 | 8,943 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||