Position in MSCI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,846,683
+$293,932 QoQ
Shares Held
5,083
+7.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#382
of 1,074 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Horizon Investments, LLC holds $33,087,687 across 10 Financial Data & Stock Exchanges names. MSCI ranks #7 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
20,112 | $7,748,935 | |
| 2 | MCO |
Moodys Corp /De/
|
12,028 | $5,447,721 | |
| 3 | CME |
Cme Group Inc.
|
22,057 | $4,870,847 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
39,141 | $4,818,648 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
37,187 | $2,931,079 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
11,760 | $2,853,799 | |
| 7 | MSCI |
MSCI Inc.
This page
|
5,083 | $2,846,683 | |
| 8 | COIN |
Coinbase Global, Inc.
|
7,635 | $1,116,160 |
All Filings in MSCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,846,683 | 5,083 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,552,751 | 4,736 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,926,011 | 3,357 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,003,524 | 3,531 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,359,952 | 2,358 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $767,383 | 1,357 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $732,012 | 1,220 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $690,772 | 1,185 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $613,749 | 1,274 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $707,848 | 1,263 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $711,587 | 1,258 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $276,037 | 538 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $250,600 | 534 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $400,178 | 715 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $625,514 | 1,483 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $284,795 | 691 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,323,580 | 2,632 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,373,650 | 2,242 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,272,038 | 2,091 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $965,407 | 1,811 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $220,122 | 525 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,147,135 | 2,569 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $932,622 | 2,614 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,534,904 | 4,598 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $272,778 | 944 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||