Position in MSCI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$6,077,554
+$492,333 QoQ
Shares Held
10,852
+4.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#309
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $92,223,439 across 11 Financial Data & Stock Exchanges names. MSCI ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
46,713 | $17,998,447 | |
| 2 | CME |
Cme Group Inc.
|
68,290 | $15,080,480 | |
| 3 | MCO |
Moodys Corp /De/
|
31,397 | $14,220,329 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
117,643 | $9,272,621 | |
| 5 | FDS |
Factset Research Systems Inc
|
32,742 | $7,533,279 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
56,182 | $6,916,566 | |
| 7 | MSCI |
MSCI Inc.
This page
|
10,852 | $6,077,554 | |
| 8 | COIN |
Coinbase Global, Inc.
|
34,774 | $5,083,611 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,077,554 | 10,852 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $5,585,221 | 10,362 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,175,055 | 10,763 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,548,478 | 11,541 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,475,569 | 9,494 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,896,491 | 5,122 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,245,837 | 3,743 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,761,031 | 3,021 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,285,790 | 2,669 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,332,750 | 2,378 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,416,387 | 2,504 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,168,283 | 2,277 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,851,818 | 3,946 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,279,451 | 2,286 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,155,482 | 2,484 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,251,029 | 2,966 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,368,338 | 3,320 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,922,007 | 3,822 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,825,113 | 4,611 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,699,812 | 4,438 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,125,923 | 3,988 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,868,294 | 6,841 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $3,197,601 | 7,161 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,912,914 | 16,573 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $5,169,202 | 15,485 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,106,897 | 10,752 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||