Position in MSCI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$17,482,768
-$76,021 QoQ
Shares Held
31,217
-4.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#179
of 1,074 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $66,802,419 across 8 Financial Data & Stock Exchanges names. MSCI ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
127,500 | $46,476,185 | |
| 2 | MSCI |
MSCI Inc.
This page
|
31,217 | $17,482,768 | |
| 3 | MCO |
Moodys Corp /De/
|
3,326 | $1,506,411 | |
| 4 | CME |
Cme Group Inc.
|
3,744 | $826,787 | |
| 5 | MORN |
Morningstar, Inc.
|
1,600 | $249,632 | |
| 6 | FDS |
Factset Research Systems Inc
|
541 | $124,473 | |
| 7 | COIN |
Coinbase Global, Inc.
|
683 | $99,847 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
295 | $36,316 |
All Filings in MSCI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,482,768 | 31,217 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $17,558,789 | 32,576 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $11,062,087 | 19,281 | Shares | Sole | 2026-02-12 | |
| 2024-09-30 | $582 | 1 | Shares | Other | 2024-10-28 | |
| 2023-09-30 | $3,078 | 6 | Shares | Other | 2023-11-06 | |
| 2022-03-31 | $1,508 | 3 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $62,050 | 102 | Shares | Sole | 2021-11-30 | |
| 2020-12-31 | $15,182 | 34 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||