Position in MSCI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,179,114
+$261,317 QoQ
Shares Held
3,891
+9.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#413
of 1,074 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $47,922,309 across 9 Financial Data & Stock Exchanges names. MSCI ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
123,037 | $15,147,084 | |
| 2 | SPGI |
S&P Global Inc.
|
27,026 | $10,413,228 | |
| 3 | MCO |
Moodys Corp /De/
|
14,081 | $6,377,566 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
24,395 | $5,919,934 | |
| 5 | CME |
Cme Group Inc.
|
19,146 | $4,228,009 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
31,749 | $2,502,456 | |
| 7 | MSCI |
MSCI Inc.
This page
|
3,891 | $2,179,114 | |
| 8 | FDS |
Factset Research Systems Inc
|
3,130 | $720,150 |
All Filings in MSCI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,179,114 | 3,891 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,917,797 | 3,558 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,784,300 | 3,110 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,730,032 | 3,049 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,693,884 | 2,937 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $718,184 | 1,270 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $694,211 | 1,157 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $551,451 | 946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $426,348 | 885 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $467,974 | 835 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $471,186 | 833 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $401,228 | 782 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $344,458 | 734 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $518,272 | 926 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $407,023 | 875 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $331,526 | 786 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $326,422 | 792 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $366,096 | 728 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $428,270 | 699 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $434,354 | 714 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $376,887 | 707 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $283,014 | 675 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $302,747 | 678 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||