Position in MSCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,790,447
+$176,652 QoQ
Shares Held
3,197
+6.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#450
of 1,074 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $74,594,275 across 11 Financial Data & Stock Exchanges names. MSCI ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
436,020 | $34,367,096 | |
| 2 | CME |
Cme Group Inc.
|
54,241 | $11,978,040 | |
| 3 | SPGI |
S&P Global Inc.
|
22,431 | $8,642,464 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
48,066 | $5,917,405 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
16,355 | $3,968,867 | |
| 6 | MCO |
Moodys Corp /De/
|
8,127 | $3,680,880 | |
| 7 | COIN |
Coinbase Global, Inc.
|
15,805 | $2,310,532 | |
| 8 | MSCI |
MSCI Inc.
This page
|
3,197 | $1,790,447 |
All Filings in MSCI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,790,447 | 3,197 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,613,795 | 2,994 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,965,025 | 3,425 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,900,256 | 3,349 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,210,067 | 3,832 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,396,589 | 4,238 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,110,118 | 11,850 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,563,208 | 11,259 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,078,495 | 8,466 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,382,876 | 6,036 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,992,288 | 5,290 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,103,628 | 4,100 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,710,092 | 3,644 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,430,733 | 4,343 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $783,346 | 1,684 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,585,953 | 3,848 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $2,955,616 | 4,824 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,236,755 | 2,033 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,032,575 | 1,937 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $764,766 | 1,824 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,156,512 | 2,590 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,085,681 | 3,043 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $944,042 | 2,828 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $780,192 | 2,700 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||