Position in MSCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$484,994
+$226,270 QoQ
Shares Held
866
+80.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#677
of 1,080 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $19,047,682 across 13 Financial Data & Stock Exchanges names. MSCI ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
36,503 | $8,858,183 | |
| 2 | SPGI |
S&P Global Inc.
|
8,792 | $3,387,588 | |
| 3 | MCO |
Moodys Corp /De/
|
5,280 | $2,391,417 | |
| 4 | FDS |
Factset Research Systems Inc
|
6,324 | $1,455,025 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
12,427 | $979,496 | |
| 6 | MORN |
Morningstar, Inc.
|
4,633 | $722,840 | |
| 7 | MSCI |
MSCI Inc.
This page
|
866 | $484,994 | |
| 8 | CME |
Cme Group Inc.
|
1,654 | $365,252 |
All Filings in MSCI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,994 | 866 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $258,724 | 480 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $71,142 | 124 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $272,356 | 480 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $35,757 | 62 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $36,192 | 64 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $49,800 | 83 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $46,634 | 80 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $26,014 | 54 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $109,848 | 196 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $106,342 | 188 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||