Position in MSCI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,538,989
-$375,035 QoQ
Shares Held
2,748
-22.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#467
of 1,074 holders
Holding Since
Jun 2021
21 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, 2026Beacon Pointe Advisors, LLC holds $19,774,267 across 8 Financial Data & Stock Exchanges names. MSCI ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
24,670 | $9,505,448 | |
| 2 | CME |
Cme Group Inc.
|
13,046 | $2,880,948 | |
| 3 | MCO |
Moodys Corp /De/
|
5,761 | $2,609,272 | |
| 4 | MSCI |
MSCI Inc.
This page
|
2,748 | $1,538,989 | |
| 5 | COIN |
Coinbase Global, Inc.
|
9,166 | $1,339,977 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
10,359 | $1,275,296 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
4,636 | $365,409 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,067 | $258,928 |
All Filings in MSCI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,538,989 | 2,748 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,914,024 | 3,551 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $742,406 | 1,294 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $749,548 | 1,321 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $518,489 | 899 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $747,591 | 1,322 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $486,008 | 810 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $540,376 | 927 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $550,158 | 1,142 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $618,736 | 1,104 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $806,616 | 1,426 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $827,084 | 1,612 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $451,456 | 962 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $611,741 | 1,093 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $442,841 | 952 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,232,470 | 2,922 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,287,556 | 3,124 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,971,746 | 7,898 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $580,830 | 948 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,844,211 | 7,963 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $468,044 | 878 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||