Position in MSCI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$31,361
-$2,057 QoQ
Shares Held
56
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#914
of 1,075 holders
Holding Since
Jun 2024
9 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, 2026LRI Investments, LLC holds $10,021,167 across 11 Financial Data & Stock Exchanges names. MSCI ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
18,761 | $6,838,652 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
24,766 | $3,048,942 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
684 | $53,912 | |
| 4 | MSCI |
MSCI Inc.
This page
|
56 | $31,361 | |
| 5 | MCO |
Moodys Corp /De/
|
54 | $24,457 | |
| 6 | CME |
Cme Group Inc.
|
73 | $16,120 | |
| 7 | FDS |
Factset Research Systems Inc
|
21 | $4,831 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
5 | $1,213 |
All Filings in MSCI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,361 | 56 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $33,418 | 62 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $34,996 | 61 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $34,611 | 61 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $62,287 | 108 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $57,681 | 102 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $59,400 | 99 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,648 | 44 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $9,635 | 20 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||