JONES FINANCIAL COMPANIES LLLP

Position in MSCI — MSCI Inc.

CIK 815917 DES PERES, MO

Position in MSCI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$19,785,092

+$3,093,032 QoQ

Shares Held

35,328

+14.1% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#175

of 1,078 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $471,321,947 across 12 Financial Data & Stock Exchanges names. MSCI ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	1,016,389	$125,127,649
2	SPGI	S&P Global Inc.	302,138	$116,413,230
3	MCO	Moodys Corp /De/	226,478	$102,576,415
4	NDAQ	Nasdaq, Inc.	716,201	$56,450,962
5	CME	Cme Group Inc.	108,310	$23,918,096
6	MSCI	MSCI Inc. This page	35,328	$19,785,092
7	CBOE	Cboe Global Markets, Inc.	41,081	$9,969,125
8	COIN	Coinbase Global, Inc.	53,052	$7,755,670

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,785,092	35,328	+14.1%	Shares	Sole	2026-08-14
2026-03-31	$16,692,060	30,968	+181.3%	Shares	Sole	2026-05-15
2025-12-31	$6,315,618	11,008	+12.2%	Shares	Sole	2026-02-17
2025-09-30	$5,566,858	9,811	+26.4%	Shares	Sole	2025-11-04
2025-06-30	$4,476,655	7,762	+40.8%	Shares	Sole	2025-08-13
2025-03-31	$3,117,601	5,513	+70.3%	Shares	Sole	2025-05-28
2024-12-31	$1,942,231	3,237	+116.1%	Shares	Sole	2025-02-06
2024-09-30	$873,228	1,498	+160.5%	Shares	Sole	2024-11-12
2024-06-30	$277,005	575	+1073.5%	Shares	Sole	2024-08-14
2024-03-31	$27,461	49	+512.5%	Shares	Sole	2024-05-14
2023-12-31	$4,524	8	-20.0%	Shares	Sole	2024-02-13
2022-12-31	$4,651	10	+11.1%	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.