Position in MSCI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,755,297
-$1,476,733 QoQ
Shares Held
8,491
-26.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#333
of 1,074 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Empowered Funds, LLC holds $49,837,666 across 10 Financial Data & Stock Exchanges names. MSCI ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
36,147 | $13,927,472 | |
| 2 | MCO |
Moodys Corp /De/
|
20,206 | $9,151,699 | |
| 3 | CME |
Cme Group Inc.
|
32,993 | $7,285,840 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
21,431 | $5,200,658 | |
| 5 | MSCI |
MSCI Inc.
This page
|
8,491 | $4,755,297 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
36,285 | $4,467,043 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
28,507 | $2,246,919 | |
| 8 | COIN |
Coinbase Global, Inc.
|
13,711 | $2,004,408 |
All Filings in MSCI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,755,297 | 8,491 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $6,232,030 | 11,562 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,821,614 | 6,661 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,464,037 | 6,105 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,795,458 | 4,847 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,132,696 | 2,003 | Shares | Other | 2025-05-16 | |
| 2024-12-31 | $1,116,617 | 1,861 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $857,490 | 1,471 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $684,566 | 1,421 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $1,590,556 | 2,838 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $509,650 | 901 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $407,898 | 795 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $305,038 | 650 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $404,655 | 723 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $297,243 | 639 | Shares | Sole | 2023-02-21 | |
| 2020-09-30 | $1,392,155 | 3,902 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,276,861 | 3,825 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,154,684 | 3,996 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||