Copeland Capital Management, LLC

Position in MSCI — MSCI Inc.

CIK 1541743 Conshohocken, PA

Position in MSCI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,017,032

+$31,183 QoQ

Shares Held

1,816

-0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#534

of 1,074 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Financial Services · as of Jun 30, 2026

Copeland Capital Management, LLC holds $61,669,887 across 5 Financial Data & Stock Exchanges names. MSCI ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MORN	Morningstar, Inc.	229,546	$35,813,765
2	TRU	TransUnion	328,552	$23,701,740
3	MSCI	MSCI Inc. This page	1,816	$1,017,032
4	NDAQ	Nasdaq, Inc.	12,722	$1,002,748
5	MKTW	Marketwise, Inc.	7,545	$134,602

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,017,032	1,816	-0.7%	Shares	Sole	2026-08-04
2026-03-31	$985,849	1,829	-92.3%	Shares	Sole	2026-05-06
2025-12-31	$13,620,923	23,741	-4.2%	Shares	Sole	2026-01-29
2025-09-30	$14,067,796	24,793	-4.7%	Shares	Sole	2025-10-17
2025-06-30	$15,007,351	26,021	-0.9%	Shares	Sole	2025-07-21
2025-03-31	$14,855,119	26,269	-2.0%	Shares	Sole	2025-04-24
2024-12-31	$16,082,067	26,803	-13.3%	Shares	Sole	2025-01-24
2024-09-30	$18,011,370	30,898	-3.9%	Shares	Sole	2024-10-21
2024-06-30	$15,485,371	32,144	+3.8%	Shares	Sole	2024-07-26
2024-03-31	$17,351,531	30,960	+34.4%	Shares	Sole	2024-04-19
2023-12-31	$13,026,919	23,030	-2.4%	Shares	Sole	2024-01-19
2023-09-30	$12,102,017	23,587	-2.4%	Shares	Sole	2023-10-23
2023-06-30	$11,344,615	24,174	+96.7%	Shares	Sole	2023-07-14
2023-03-31	$6,878,589	12,290	-3.3%	Shares	Sole	2023-04-14
2022-12-31	$5,912,775	12,711	+2621.8%	Shares	Sole	2023-01-13
2022-09-30	$196,975	467	-18.5%	Shares	Sole	2022-10-12
2022-06-30	$236,161	573	+0.5%	Shares	Sole	2022-07-15
2022-03-31	$286,641	570	+0.4%	Shares	Sole	2022-04-18
2021-12-31	$348,007	568	+2.0%	Shares	Sole	2022-01-18
2021-09-30	$338,845	557	-74.1%	Shares	Sole	2022-01-18
2021-06-30	$1,147,188	2,152	+1.4%	Shares	Sole	2022-01-18
2021-03-31	$890,131	2,123	-26.4%	Shares	Sole	2022-01-18
2020-12-31	$1,288,685	2,886	-4.3%	Shares	Sole	2022-01-18
2020-09-30	$1,076,405	3,017	-1.7%	Shares	Sole	2022-01-18
2020-06-30	$1,024,158	3,068	-25.2%	Shares	Sole	2022-01-18
2020-03-31	$1,185,891	4,104	—	Shares	Sole	2022-01-18
No filing history on record for this holder in this stock.