Position in MSCI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,227,279
-$36,023 QoQ
Shares Held
3,977
-5.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#410
of 1,074 holders
Holding Since
Mar 2021
22 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, 2026MV CAPITAL MANAGEMENT, INC. holds $4,772,885 across 11 Financial Data & Stock Exchanges names. MSCI ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
10,496 | $2,317,831 | |
| 2 | MSCI |
MSCI Inc.
This page
|
3,977 | $2,227,279 | |
| 3 | SPGI |
S&P Global Inc.
|
198 | $76,157 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
416 | $51,213 | |
| 5 | MCO |
Moodys Corp /De/
|
101 | $45,744 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
286 | $22,542 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
63 | $15,288 | |
| 8 | FDS |
Factset Research Systems Inc
|
47 | $10,813 |
All Filings in MSCI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,227,279 | 3,977 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,263,302 | 4,199 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,355,161 | 4,105 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,275,881 | 4,011 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $2,459,796 | 4,265 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,468,973 | 4,366 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,636,443 | 4,394 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,570,721 | 4,410 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,872,080 | 3,886 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,140,919 | 3,820 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $52,605 | 93 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $46,690 | 91 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $43,174 | 92 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $54,289 | 97 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $44,191 | 95 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $22,354 | 53 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $20,195 | 49 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $15,086 | 30 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $15,929 | 26 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $14,600 | 24 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,062 | 17 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,257 | 3 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||