Position in MSCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,722,428
-$3,089,430 QoQ
Shares Held
22,717
-22.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#208
of 1,074 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $132,265,001 across 9 Financial Data & Stock Exchanges names. MSCI ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
268,920 | $39,313,414 | |
| 2 | SPGI |
S&P Global Inc.
|
59,406 | $22,888,825 | |
| 3 | MCO |
Moodys Corp /De/
|
37,900 | $17,165,668 | |
| 4 | FDS |
Factset Research Systems Inc
|
74,386 | $17,114,730 | |
| 5 | MSCI |
MSCI Inc.
This page
|
22,717 | $12,722,428 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
129,736 | $10,225,791 | |
| 7 | MORN |
Morningstar, Inc.
|
53,907 | $8,410,570 | |
| 8 | CME |
Cme Group Inc.
|
15,371 | $3,394,377 |
All Filings in MSCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,722,428 | 22,717 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $15,811,858 | 29,335 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $12,837,208 | 22,375 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $16,993,929 | 29,950 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $17,020,174 | 29,511 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $20,184,391 | 35,693 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $7,384,923 | 12,308 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $3,635,151 | 6,236 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,490,647 | 5,170 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,714,259 | 4,843 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,642,151 | 4,671 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $2,256,012 | 4,397 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $2,527,595 | 5,386 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $2,994,900 | 5,351 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,638,909 | 5,673 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $2,289,897 | 5,429 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $1,250,875 | 3,035 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,080,689 | 2,149 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $1,212,513 | 1,979 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $1,162,537 | 1,911 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $763,370 | 1,432 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $497,685 | 1,187 | Shares | Other | 2021-05-04 | |
| 2020-09-30 | $383,181 | 1,074 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $277,070 | 830 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $354,553 | 1,227 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||