Position in MSCI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$203,294
+$1,166 QoQ
Shares Held
363
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#847
of 1,078 holders
Holding Since
Dec 2020
22 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, 2026CERTUITY, LLC holds $2,810,305 across 9 Financial Data & Stock Exchanges names. MSCI ranks #7 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,415 | $930,589 | |
| 2 | CME |
Cme Group Inc.
|
1,509 | $333,232 | |
| 3 | FDS |
Factset Research Systems Inc
|
1,326 | $305,086 | |
| 4 | COIN |
Coinbase Global, Inc.
|
1,786 | $261,095 | |
| 5 | TRU |
TransUnion
|
3,380 | $243,833 | |
| 6 | MCO |
Moodys Corp /De/
|
468 | $211,966 | |
| 7 | MSCI |
MSCI Inc.
This page
|
363 | $203,294 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
1,490 | $183,433 |
All Filings in MSCI
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,294 | 363 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $202,128 | 375 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $224,694 | 396 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $250,305 | 434 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $249,951 | 442 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $248,404 | 414 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $253,574 | 435 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $272,670 | 566 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $325,621 | 581 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $546,983 | 967 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $423,804 | 826 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $382,940 | 816 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $498,124 | 890 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $419,583 | 902 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $381,719 | 905 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $342,084 | 830 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $577,809 | 1,149 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $608,401 | 993 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $529,255 | 870 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $446,721 | 838 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $282,175 | 673 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $258,987 | 580 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||