Position in MSCI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,359,922
-$1,323,986 QoQ
Shares Held
2,523
-46.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $70,497,043 across 13 Financial Data & Stock Exchanges names. MSCI ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
85,704 | $25,312,676 | |
| 2 | SPGI |
S&P Global Inc.
|
44,940 | $18,083,990 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
111,561 | $17,546,314 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
24,413 | $2,072,419 | |
| 5 | COIN |
Coinbase Global, Inc.
|
10,590 | $1,849,119 | |
| 6 | MSCI |
MSCI Inc.
This page
|
2,523 | $1,359,922 | |
| 7 | MCO |
Moodys Corp /De/
|
3,022 | $1,318,347 | |
| 8 | FDS |
Factset Research Systems Inc
|
5,970 | $1,295,430 |
All Filings in MSCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,359,922 | 2,523 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,683,908 | 4,678 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,992,743 | 3,512 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,546,951 | 6,150 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,506,100 | 6,200 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,578,076 | 7,630 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,347,491 | 7,458 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,417,308 | 2,942 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,591,678 | 2,840 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,876,261 | 3,317 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,852,731 | 3,611 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,307,498 | 4,917 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,028,316 | 3,624 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,555,063 | 3,343 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,211,802 | 2,873 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,546,798 | 3,753 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,985,873 | 3,949 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,363,145 | 3,857 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,307,433 | 3,793 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,972,929 | 3,701 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,545,466 | 3,686 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,579,823 | 3,538 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,218,760 | 3,416 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,155,684 | 3,462 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $922,071 | 3,191 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||