Position in MSCI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$933,026
+$169,788 QoQ
Shares Held
1,666
+17.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#552
of 1,074 holders
Holding Since
Jun 2024
9 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, 2026MISSION WEALTH MANAGEMENT, LP holds $9,954,629 across 7 Financial Data & Stock Exchanges names. MSCI ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
21,846 | $2,689,461 | |
| 2 | SPGI |
S&P Global Inc.
|
6,600 | $2,405,800 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
15,075 | $1,188,211 | |
| 4 | FDS |
Factset Research Systems Inc
|
4,211 | $968,866 | |
| 5 | MSCI |
MSCI Inc.
This page
|
1,666 | $933,026 | |
| 6 | MCO |
Moodys Corp /De/
|
1,959 | $887,270 | |
| 7 | CME |
Cme Group Inc.
|
3,994 | $881,995 |
All Filings in MSCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,026 | 1,666 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $763,238 | 1,416 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $803,795 | 1,401 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $769,975 | 1,357 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $790,133 | 1,370 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $776,997 | 1,374 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $826,813 | 1,378 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $859,821 | 1,475 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $701,428 | 1,456 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||