Position in MSCI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$16,020,994
+$7,728,875 QoQ
Shares Held
29,723
+105.7% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Heron Bay Capital Management holds $95,196,683 across 3 Financial Data & Stock Exchanges names. MSCI ranks #3 (16.8% of the industry book) .
All Filings in MSCI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,020,994 | 29,723 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,292,119 | 14,453 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,231,416 | 14,507 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,712,100 | 11,638 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,565,455 | 11,610 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,964,316 | 11,607 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,710,690 | 11,512 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,954,911 | 12,361 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||