Position in MSCI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,564,420
+$58,026 QoQ
Shares Held
4,579
-1.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#394
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $28,286,980 across 10 Financial Data & Stock Exchanges names. MSCI ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
25,909 | $9,444,420 | |
| 2 | MCO |
Moodys Corp /De/
|
11,014 | $4,988,455 | |
| 3 | CME |
Cme Group Inc.
|
13,654 | $3,015,207 | |
| 4 | FDS |
Factset Research Systems Inc
|
11,166 | $2,569,070 | |
| 5 | MSCI |
MSCI Inc.
This page
|
4,579 | $2,564,420 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
14,916 | $1,836,303 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,595 | $1,357,736 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
16,706 | $1,316,762 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,564,420 | 4,579 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,506,394 | 4,650 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $3,281,158 | 5,719 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,835,688 | 6,760 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,300,173 | 7,456 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,128,715 | 7,301 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,795,229 | 2,992 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $989,232 | 1,697 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,073,339 | 2,228 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,014,974 | 1,811 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,026,089 | 1,814 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $907,638 | 1,769 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $859,269 | 1,831 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $897,742 | 1,604 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $745,202 | 1,602 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $666,006 | 1,579 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $659,027 | 1,599 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $781,978 | 1,555 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $938,028 | 1,531 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $931,368 | 1,531 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $816,145 | 1,531 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $637,724 | 1,521 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $679,172 | 1,521 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $546,943 | 1,533 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $511,746 | 1,533 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $442,975 | 1,533 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||