Position in MSCI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$284,107,730
-$15,236,323 QoQ
Shares Held
507,299
-8.7% QoQ
Ownership
0.698%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#28
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $7,437,373,868 across 10 Financial Data & Stock Exchanges names. MSCI ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
30,332,286 | $2,390,790,779 | |
| 2 | SPGI |
S&P Global Inc.
|
5,631,126 | $2,169,661,686 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
11,812,273 | $1,454,208,925 | |
| 4 | TRU |
TransUnion
|
6,603,407 | $476,369,777 | |
| 5 | CME |
Cme Group Inc.
|
1,815,817 | $400,986,866 | |
| 6 | MSCI |
MSCI Inc.
This page
|
507,299 | $284,107,730 | |
| 7 | MORN |
Morningstar, Inc.
|
1,493,037 | $232,943,631 | |
| 8 | MCO |
Moodys Corp /De/
|
52,452 | $23,756,558 |
All Filings in MSCI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,107,730 | 507,299 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $299,344,053 | 555,359 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $200,253,570 | 349,038 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $170,347,262 | 300,219 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $126,864,343 | 219,968 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $124,724,983 | 220,557 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $150,037,900 | 250,059 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $155,087,359 | 266,048 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $154,286,216 | 320,262 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $373,768,026 | 666,907 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $796,759,879 | 1,408,574 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $749,422,088 | 1,460,634 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $601,219,616 | 1,281,126 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $411,319,535 | 734,906 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $250,422,868 | 538,347 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,493,354 | 27,249 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,300,208 | 5,581 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $48,415,273 | 96,276 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $341,476,027 | 557,339 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $406,509,818 | 668,228 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $367,635,420 | 689,644 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $35,357,877 | 84,330 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $48,832,070 | 109,359 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $41,684,743 | 116,836 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $8,296,428 | 24,853 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,635,784 | 16,043 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||