Position in MSCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,598,817
-$555,872 QoQ
Shares Held
6,426
-16.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#359
of 1,074 holders
Holding Since
Mar 2020
24 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, 2026Atria Investments, Inc holds $34,203,924 across 10 Financial Data & Stock Exchanges names. MSCI ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,390 | $8,919,323 | |
| 2 | SPGI |
S&P Global Inc.
|
19,874 | $7,657,302 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,000 | $4,431,960 | |
| 4 | MSCI |
MSCI Inc.
This page
|
6,426 | $3,598,817 | |
| 5 | MCO |
Moodys Corp /De/
|
7,706 | $3,490,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
36,511 | $2,877,797 | |
| 7 | FDS |
Factset Research Systems Inc
|
7,417 | $1,706,503 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,271 | $793,773 |
All Filings in MSCI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,598,817 | 6,426 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,154,689 | 7,708 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,294,391 | 10,971 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,504,564 | 13,226 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,553,630 | 14,831 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,843,485 | 13,870 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,006,366 | 16,677 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $10,060,205 | 17,258 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,818,689 | 14,154 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,421,950 | 7,890 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $4,334,010 | 7,662 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,883,502 | 7,569 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,902,558 | 6,185 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,309,114 | 2,339 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,027,560 | 2,209 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $1,955,700 | 3,889 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,119,024 | 8,355 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,599,161 | 9,204 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,175,615 | 7,833 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,831,397 | 6,753 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,789,026 | 6,246 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,119,273 | 5,940 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,088,711 | 6,257 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,987,755 | 6,879 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||