Position in MSCI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$10,493,469
+$236,109 QoQ
Shares Held
18,737
-1.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#237
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $73,584,401 across 9 Financial Data & Stock Exchanges names. MSCI ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
84,915 | $32,717,638 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
166,604 | $13,131,727 | |
| 3 | MSCI |
MSCI Inc.
This page
|
18,737 | $10,493,469 | |
| 4 | CME |
Cme Group Inc.
|
44,570 | $9,842,393 | |
| 5 | MCO |
Moodys Corp /De/
|
5,506 | $2,493,777 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
19,151 | $2,357,679 | |
| 7 | COIN |
Coinbase Global, Inc.
|
6,053 | $884,888 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,567 | $865,603 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,493,469 | 18,737 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $10,257,360 | 19,030 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,803,909 | 18,831 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $10,198,627 | 17,974 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,178,307 | 17,648 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $10,034,232 | 17,744 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $10,734,178 | 17,890 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,999,889 | 18,870 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,938,871 | 18,555 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $11,175,933 | 19,941 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $11,216,839 | 19,830 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,084,088 | 15,756 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,238,328 | 15,424 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,933,212 | 15,961 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $7,522,729 | 16,172 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $6,951,099 | 16,480 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,796,229 | 18,916 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $8,281,427 | 16,468 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,023,608 | 16,360 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,922,633 | 16,311 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,705,729 | 16,331 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,842,230 | 16,319 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,867,631 | 15,380 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $5,778,765 | 16,197 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $5,406,548 | 16,196 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,890,936 | 16,926 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||