Position in MSCI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,565,385
-$477,174 QoQ
Shares Held
20,651
-7.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#226
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $631,828,407 across 11 Financial Data & Stock Exchanges names. MSCI ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
614,280 | $278,219,696 | |
| 2 | SPGI |
S&P Global Inc.
|
481,046 | $185,346,053 | |
| 3 | CME |
Cme Group Inc.
|
213,416 | $47,128,652 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
344,647 | $42,429,488 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
344,915 | $27,186,198 | |
| 6 | MSCI |
MSCI Inc.
This page
|
20,651 | $11,565,385 | |
| 7 | MORN |
Morningstar, Inc.
|
67,188 | $10,482,670 | |
| 8 | COIN |
Coinbase Global, Inc.
|
69,388 | $10,143,830 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,565,385 | 20,651 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $12,042,559 | 22,342 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $16,606,612 | 28,945 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,866,260 | 29,725 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $17,401,974 | 30,173 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,260,386 | 28,754 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $17,180,685 | 28,634 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,783,136 | 28,791 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $12,548,623 | 26,048 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,515,161 | 18,762 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,897,245 | 19,265 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $7,393,482 | 14,410 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,659,636 | 12,060 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,963,764 | 19,589 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,207,573 | 19,794 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,581,737 | 20,346 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,461,025 | 20,529 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $19,494,645 | 38,766 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $40,527,604 | 66,147 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,211,273 | 66,100 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $32,836,660 | 61,598 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $25,275,035 | 60,282 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $32,366,724 | 72,485 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $23,210,322 | 65,055 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $18,283,319 | 54,770 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $17,424,863 | 60,302 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||