Position in MSCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,783,727
+$161,846 QoQ
Shares Held
3,185
+5.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#451
of 1,074 holders
Holding Since
Jun 2022
16 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $15,525,051 across 8 Financial Data & Stock Exchanges names. MSCI ranks #5 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
9,995 | $4,526,935 | |
| 2 | SPGI |
S&P Global Inc.
|
8,978 | $3,459,266 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
10,277 | $2,493,919 | |
| 4 | CME |
Cme Group Inc.
|
8,187 | $1,807,935 | |
| 5 | MSCI |
MSCI Inc.
This page
|
3,185 | $1,783,727 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
6,994 | $861,031 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,633 | $375,720 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
2,747 | $216,518 |
All Filings in MSCI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,783,727 | 3,185 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,621,881 | 3,009 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,633,409 | 2,847 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,507,608 | 2,657 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $500,033 | 867 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $459,186 | 812 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $395,406 | 659 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $363,165 | 623 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $527,516 | 1,095 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,323,625 | 4,146 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,344,619 | 4,145 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,126,203 | 4,144 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,940,514 | 4,135 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,491,180 | 4,451 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $3,158,363 | 7,488 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,398,837 | 3,394 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||