Position in MSCI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$237,456
-$12,105 QoQ
Shares Held
424
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#811
of 1,074 holders
Holding Since
Sep 2020
24 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, 2026Williams Jones Wealth Management, LLC. holds $8,303,845 across 6 Financial Data & Stock Exchanges names. MSCI ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
5,397 | $2,444,409 | |
| 2 | SPGI |
S&P Global Inc.
|
5,867 | $2,260,700 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
14,935 | $1,838,647 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
3,590 | $871,185 | |
| 5 | CME |
Cme Group Inc.
|
2,950 | $651,448 | |
| 6 | MSCI |
MSCI Inc.
This page
|
424 | $237,456 |
All Filings in MSCI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,456 | 424 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $249,561 | 463 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $394,726 | 688 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $454,495 | 801 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $473,503 | 821 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $464,275 | 821 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,344,239 | 3,907 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,298,722 | 27,960 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,886,241 | 51,658 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $30,420,665 | 54,279 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $30,653,139 | 54,191 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,306,623 | 55,170 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,695,092 | 56,884 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,390,607 | 54,299 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,285,245 | 54,357 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,328,361 | 55,308 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,007,325 | 58,249 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $32,953,223 | 65,529 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $38,691,986 | 63,151 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,984,527 | 59,152 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $29,306,606 | 54,976 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $18,922,944 | 45,132 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,220,147 | 4,972 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $567,636 | 1,591 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||