Position in MSCI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,422,806
+$1,018,972 QoQ
Shares Held
22,182
+4.8% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#211
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Creative Planning holds $170,316,620 across 11 Financial Data & Stock Exchanges names. MSCI ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
118,401 | $45,619,634 | |
| 2 | MCO |
Moodys Corp /De/
|
51,572 | $23,357,989 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
184,209 | $22,677,969 | |
| 4 | CME |
Cme Group Inc.
|
94,635 | $20,898,246 | |
| 5 | FDS |
Factset Research Systems Inc
|
60,404 | $13,897,752 | |
| 6 | MSCI |
MSCI Inc.
This page
|
22,182 | $12,422,806 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
136,276 | $10,741,273 | |
| 8 | COIN |
Coinbase Global, Inc.
|
57,319 | $8,379,464 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,422,806 | 22,182 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,403,834 | 21,157 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,814,798 | 17,107 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,894,718 | 15,676 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,522,419 | 13,043 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $7,294,384 | 12,899 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,238,520 | 12,064 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,464,693 | 11,090 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,620,463 | 9,591 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $4,080,075 | 7,280 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,851,510 | 6,809 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,311,418 | 6,454 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,880,032 | 6,137 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,569,142 | 6,377 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,467,261 | 5,304 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,696,017 | 4,021 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,617,276 | 3,924 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,450,808 | 2,885 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,596,057 | 2,605 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,393,098 | 2,290 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,112,004 | 2,086 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $898,936 | 2,144 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $947,536 | 2,122 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $751,378 | 2,106 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $707,030 | 2,118 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $521,572 | 1,805 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||