CAPTRUST FINANCIAL ADVISORS

Position in MSCI — MSCI Inc.

CIK 1512024 RALEIGH, NC

Position in MSCI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$23,207,075

-$1,995,736 QoQ

Shares Held

43,055

-2.0% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 87.66461502729067.ToString("F0")% Shared 0.ToString("F0")% None 12.335384972709324.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $333,769,928 across 11 Financial Data & Stock Exchanges names. MSCI ranks #4 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	535,366	$158,120,348
2	MCO	Moodys Corp /De/	145,331	$63,400,648
3	ICE	Intercontinental Exchange, Inc.	361,993	$56,934,259
4	MSCI	MSCI Inc. This page	43,055	$23,207,075
5	SPGI	S&P Global Inc.	42,860	$17,246,992
6	NDAQ	Nasdaq, Inc.	82,323	$6,988,399
7	COIN	Coinbase Global, Inc.	12,811	$2,236,928
8	FDS	Factset Research Systems Inc	8,952	$1,942,494

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$23,207,075	43,055	-2.0%	Shares	Sole	2026-05-15
2025-12-31	$25,202,811	43,928	-3.0%	Shares	Sole	2026-02-17
2025-09-30	$25,701,970	45,297	+3.6%	Shares	Sole	2025-11-19
2025-06-30	$25,227,761	43,742	-2.1%	Shares	Sole	2025-08-15
2025-03-31	$25,266,540	44,680	+1799.7%	Shares	Sole	2025-05-15
2024-12-31	$1,411,223	2,352	+43.5%	Shares	Sole	2025-02-14
2024-09-30	$955,422	1,639	-15.0%	Shares	Sole	2024-11-14
2024-06-30	$928,814	1,928	+42.6%	Shares	Sole	2024-08-15
2024-03-31	$757,728	1,352	-51.3%	Shares	Sole	2024-05-15
2023-12-31	$1,569,678	2,775	+2.6%	Shares	Sole	2024-02-14
2023-09-30	$1,387,881	2,705	+0.9%	Shares	Sole	2023-11-15
2023-06-30	$1,257,697	2,680	+12.5%	Shares	Sole	2023-08-15
2023-03-31	$1,333,181	2,382	-0.5%	Shares	Sole	2023-05-15
2022-12-31	$1,113,616	2,394	+12.2%	Shares	Sole	2023-02-15
2022-09-30	$900,099	2,134	+33.7%	Shares	Sole	2022-11-16
2022-06-30	$657,791	1,596	+26.2%	Shares	Sole	2022-08-23
2022-03-31	$636,143	1,265	+13.6%	Shares	Sole	2022-05-16
2021-12-31	$682,536	1,114	-6.8%	Shares	Sole	2022-02-14
2021-09-30	$726,966	1,195	+7.7%	Shares	Sole	2021-11-16
2021-06-30	$591,718	1,110	-1.0%	Shares	Sole	2021-08-16
2021-03-31	$470,012	1,121	+209.7%	Shares	Sole	2021-05-17
2020-12-31	$161,643	362	-6.2%	Shares	Sole	2021-02-16
2020-09-30	$137,717	386	+78.7%	Shares	Sole	2020-11-17
2020-06-30	$72,105	216	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.