Position in MSCI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,692,060
+$10,376,442 QoQ
Shares Held
30,968
+181.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 99.21208989925084.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7879101007491605.ToString("F0")%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $583,124,057 across 13 Financial Data & Stock Exchanges names. MSCI ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
1,644,956 | $258,718,678 | |
| 2 | MCO |
Moodys Corp /De/
|
222,694 | $97,150,256 | |
| 3 | SPGI |
S&P Global Inc.
|
240,097 | $96,615,752 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
648,865 | $55,082,149 | |
| 5 | CME |
Cme Group Inc.
|
115,195 | $34,022,842 | |
| 6 | MSCI |
MSCI Inc.
This page
|
30,968 | $16,692,060 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
32,292 | $9,076,312 | |
| 8 | COIN |
Coinbase Global, Inc.
|
42,948 | $7,499,150 |
All Filings in MSCI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,692,060 | 30,968 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,315,618 | 11,008 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,566,858 | 9,811 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,476,655 | 7,762 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,117,601 | 5,513 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,942,231 | 3,237 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $873,228 | 1,498 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $277,005 | 575 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $27,461 | 49 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,524 | 8 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $4,651 | 10 | Shares | Sole | 2023-02-13 | |
| 2021-03-31 | $3,773 | 9 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||