Position in MSCI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$162,691,059
+$11,276,685 QoQ
Shares Held
290,499
+3.4% QoQ
Ownership
0.400%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#50
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 73%
Shared 15%
None 12%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,494,096,022 across 12 Financial Data & Stock Exchanges names. MSCI ranks #8 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,070,784 | $484,979,488 | |
| 2 | SPGI |
S&P Global Inc.
|
966,516 | $372,396,493 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,515,386 | $309,669,168 | |
| 4 | CME |
Cme Group Inc.
|
1,170,911 | $258,572,274 | |
| 5 | TRU |
TransUnion
|
3,280,251 | $236,637,305 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,801,910 | $220,846,544 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
677,679 | $164,452,361 | |
| 8 | MSCI |
MSCI Inc.
This page
|
290,499 | $162,691,059 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,691,059 | 290,499 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $151,414,374 | 280,912 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $158,029,911 | 275,443 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $153,111,047 | 269,842 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $157,341,014 | 272,811 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $153,134,571 | 270,795 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $160,232,067 | 267,049 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $152,405,297 | 261,447 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $122,564,424 | 254,415 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $123,334,865 | 220,064 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $121,887,955 | 215,483 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $119,024,297 | 231,980 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $133,782,844 | 285,075 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $168,686,646 | 301,393 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $141,861,961 | 304,968 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $126,222,765 | 299,255 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $122,012,060 | 296,038 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $153,050,522 | 304,348 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $196,113,491 | 320,086 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $200,169,410 | 329,042 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $191,249,380 | 358,763 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $163,242,055 | 389,339 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $175,193,366 | 392,344 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $158,972,248 | 445,575 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $156,497,820 | 468,809 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $138,118,256 | 477,984 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||