Position in MSCI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,805,800
-$30,470 QoQ
Shares Held
5,010
-4.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#384
of 1,074 holders
Holding Since
Sep 2022
16 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, 2026HB Wealth Management, LLC holds $33,212,149 across 11 Financial Data & Stock Exchanges names. MSCI ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
79,203 | $9,750,681 | |
| 2 | SPGI |
S&P Global Inc.
|
17,202 | $6,627,749 | |
| 3 | MCO |
Moodys Corp /De/
|
13,535 | $6,130,272 | |
| 4 | MSCI |
MSCI Inc.
This page
|
5,010 | $2,805,800 | |
| 5 | CME |
Cme Group Inc.
|
9,250 | $2,042,677 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
20,140 | $1,587,434 | |
| 7 | FDS |
Factset Research Systems Inc
|
5,909 | $1,359,542 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
5,107 | $1,239,315 |
All Filings in MSCI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,805,800 | 5,010 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,836,270 | 5,262 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,584,079 | 4,504 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,601,574 | 4,585 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,053,127 | 1,826 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $860,691 | 1,522 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $826,213 | 1,377 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $750,813 | 1,288 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $554,012 | 1,150 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $500,481 | 893 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $464,398 | 821 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $492,043 | 959 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $297,999 | 635 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $402,976 | 720 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $345,621 | 743 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $223,970 | 531 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||