Position in MSCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,833,218
-$1,159,746 QoQ
Shares Held
26,486
-10.7% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#195
of 1,074 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 24%
Shared 31%
None 44%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $225,341,293 across 11 Financial Data & Stock Exchanges names. MSCI ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
231,045 | $89,021,330 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
300,343 | $36,975,225 | |
| 3 | MCO |
Moodys Corp /De/
|
62,645 | $28,373,172 | |
| 4 | CME |
Cme Group Inc.
|
95,497 | $21,088,601 | |
| 5 | MSCI |
MSCI Inc.
This page
|
26,486 | $14,833,218 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
171,627 | $13,527,638 | |
| 7 | FDS |
Factset Research Systems Inc
|
46,932 | $10,798,111 | |
| 8 | MORN |
Morningstar, Inc.
|
22,838 | $3,563,183 |
All Filings in MSCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,833,218 | 26,486 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $15,992,964 | 29,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,588,793 | 23,685 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $15,570,865 | 27,442 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,370,429 | 19,715 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,753,133 | 27,857 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $11,667,194 | 19,445 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $10,101,593 | 17,329 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,357,173 | 13,196 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,457,908 | 13,307 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,343,626 | 7,679 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,549,487 | 6,918 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,691,435 | 7,866 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,445,057 | 7,942 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,722,755 | 8,003 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $459,547 | 1,115 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $479,747 | 954 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $588,182 | 960 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||