Position in MSCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,716,828
+$4,888,247 QoQ
Shares Held
22,707
+56.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
#209
of 1,074 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Strategic Global Advisors, LLC holds $21,238,517 across 2 Financial Data & Stock Exchanges names. MSCI ranks #1 (59.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
22,707 | $12,716,828 | |
| 2 | MCO |
Moodys Corp /De/
|
18,815 | $8,521,689 |
All Filings in MSCI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,716,828 | 22,707 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,828,581 | 14,524 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,536,528 | 14,879 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,641,086 | 15,229 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,932,549 | 15,488 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,241,597 | 14,574 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,028,350 | 15,047 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,411,096 | 14,429 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,018,615 | 14,569 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,007,149 | 14,287 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,205,042 | 7,434 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,469,938 | 12,610 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,394,843 | 7,234 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,104,994 | 3,761 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||