MIDDLETON & CO INC/MA

Position in MSCI — MSCI Inc.

CIK 919497 BOSTON, MA

Position in MSCI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,659,435

-$12,969 QoQ

Shares Held

11,891

-3.9% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#293

of 1,074 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MIDDLETON & CO INC/MA holds $17,134,899 across 3 Financial Data & Stock Exchanges names. MSCI ranks #2 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	26,572	$10,238,108
2	MSCI	MSCI Inc. This page	11,891	$6,659,435
3	ICE	Intercontinental Exchange, Inc.	1,928	$237,356

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,659,435	11,891	-3.9%	Shares	Sole	2026-08-10
2026-03-31	$6,672,404	12,379	-0.9%	Shares	Sole	2026-05-08
2025-12-31	$7,165,313	12,489	-0.3%	Shares	Sole	2026-01-29
2025-09-30	$7,109,647	12,530	+0.8%	Shares	Sole	2025-10-29
2025-06-30	$7,171,761	12,435	+0.7%	Shares	Sole	2025-08-06
2025-03-31	$6,981,663	12,346	-2.7%	Shares	Sole	2025-05-09
2024-12-31	$7,615,326	12,692	-0.1%	Shares	Sole	2025-02-05
2024-09-30	$7,404,959	12,703	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$6,086,429	12,634	-1.9%	Shares	Sole	2024-08-12
2024-03-31	$7,215,233	12,874	+1.7%	Shares	Sole	2024-05-14
2023-12-31	$7,157,169	12,653	+0.7%	Shares	Sole	2024-02-13
2023-09-30	$6,448,902	12,569	-2.9%	Shares	Sole	2023-10-26
2023-06-30	$6,076,366	12,948	-1.3%	Shares	Sole	2023-07-28
2023-03-31	$7,343,132	13,120	-1.1%	Shares	Sole	2023-04-28
2022-12-31	$6,172,805	13,270	-5.7%	Shares	Sole	2023-02-09
2022-09-30	$5,936,694	14,075	-19.4%	Shares	Sole	2022-11-02
2022-06-30	$7,197,787	17,464	-0.3%	Shares	Sole	2022-07-21
2022-03-31	$8,810,457	17,520	+0.2%	Shares	Sole	2022-05-12
2021-12-31	$10,716,560	17,491	+1.0%	Shares	Sole	2022-02-09
2021-09-30	$10,533,407	17,315	-0.1%	Shares	Sole	2021-11-08
2021-06-30	$9,235,611	17,325	-3.1%	Shares	Sole	2021-08-13
2021-03-31	$7,497,145	17,881	+1.3%	Shares	Sole	2021-05-06
2020-12-31	$7,878,575	17,644	+18.2%	Shares	Sole	2021-01-29
2020-09-30	$5,324,227	14,923	+108.0%	Shares	Sole	2020-10-30
2020-06-30	$2,394,824	7,174	+10.4%	Shares	Sole	2020-07-28
2020-03-31	$1,877,951	6,499	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.