Position in MSCI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,644,217
-$4,399,824 QoQ
Shares Held
15,435
-36.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#262
of 1,074 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 21%
Shared 27%
None 52%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $304,024,402 across 11 Financial Data & Stock Exchanges names. MSCI ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
359,585 | $138,547,403 | |
| 2 | CME |
Cme Group Inc.
|
1,019,758 | $60,313,160 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
426,413 | $52,495,704 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
161,001 | $12,690,098 | |
| 5 | MCO |
Moodys Corp /De/
|
27,083 | $12,266,432 | |
| 6 | MSCI |
MSCI Inc.
This page
|
15,435 | $8,644,217 | |
| 7 | TRU |
TransUnion
|
104,227 | $7,518,935 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
20,427 | $4,957,020 |
All Filings in MSCI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,644,217 | 15,435 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $13,044,041 | 24,200 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $21,965,253 | 38,285 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $44,239,254 | 77,967 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $46,336,444 | 80,342 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $42,152,934 | 74,541 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $44,265,137 | 73,774 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $44,865,789 | 76,966 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $36,674,664 | 76,128 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $36,629,330 | 65,357 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $30,498,150 | 53,917 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $22,990,088 | 44,808 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $20,392,526 | 43,454 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $19,604,820 | 35,028 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $10,076,046 | 21,661 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||