LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in MSCI — MSCI Inc.
CIK 932974
BOSTON, MA
Position in MSCI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$14,639,445
-$2,050,999 QoQ
Shares Held
26,140
-15.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#197
of 1,074 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $20,156,340 across 5 Financial Data & Stock Exchanges names. MSCI ranks #1 (72.6% of the industry book) .
All Filings in MSCI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,639,445 | 26,140 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $16,690,444 | 30,965 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,765,549 | 30,965 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $19,138,171 | 33,729 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $18,617,167 | 32,280 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $18,412,680 | 32,560 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $20,027,733 | 33,379 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $19,574,789 | 33,580 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $16,295,193 | 33,825 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $18,989,727 | 33,883 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $19,499,652 | 34,473 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $17,894,178 | 34,876 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $16,418,110 | 34,985 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $19,499,039 | 34,839 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $16,210,709 | 34,849 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $14,685,884 | 34,818 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $14,367,136 | 34,859 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $17,608,343 | 35,015 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $21,751,107 | 35,501 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,751,805 | 35,756 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,068,271 | 35,770 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $15,014,416 | 35,810 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $16,040,697 | 35,923 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $12,663,906 | 35,495 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $12,029,203 | 36,035 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $10,409,784 | 36,025 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||