Evelyn Partners Investment Management Services Ltd

Position in MSCI — MSCI Inc.

CIK 2065205 London, X0

Back to MSCI Full portfolio

Position in MSCI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,027,892

-$53,015 QoQ

Shares Held

1,907

+1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 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 Mar 31, 2026

Evelyn Partners Investment Management Services Ltd holds $20,135,354 across 6 Financial Data & Stock Exchanges names. MSCI ranks #4 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	16,826	$6,770,986
2	NDAQ	Nasdaq, Inc.	77,843	$6,608,092
3	CME	Cme Group Inc.	17,910	$5,289,718
4	MSCI	MSCI Inc. This page	1,907	$1,027,892
5	ICE	Intercontinental Exchange, Inc.	2,355	$370,394
6	COIN	Coinbase Global, Inc.	391	$68,272

All Filings in MSCI

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,027,892	1,907	+1.2%	Shares	Sole	2026-05-15
2025-12-31	$1,080,907	1,884	+6.6%	Shares	Sole	2026-02-13
2025-09-30	$1,002,613	1,767	-4.7%	Shares	Sole	2025-11-14
2025-06-30	$1,069,852	1,855	+0.1%	Shares	Sole	2025-11-26
2025-03-31	$1,048,437	1,854	-14.2%	Shares	Sole	2025-12-08
2024-12-31	$1,297,221	2,162	—	Shares	Sole	2025-12-11
No filing history on record for this holder in this stock.