NOTICE: As of 2/2/2026, Morningstar has completed the acquisition of the Center for Research in Security Prices (CRSP). Learn more >>

CRSP Count™ Quarterly Update – September 2023

Using CRSP Market Indexes Methodology, CRSP Count™ tracks changes in the number of securities by market cap segments – Mega, Mid, Small and Micro – through time.

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    VALLEY FORGE, PA (April 29, 2026)—Following Morningstar’s rebranding of the CRSP Market Indexes to Morningstar Indexes, Vanguard today announced upcoming changes to the names of multiple Vanguard U.S. equity index [...]
    The rebrand of the CRSP indexes, with over $3 trillion in AUM benchmarked, solidifies Morningstar’s position as one of the top tier index providers and is an important new milestone [...]
    Morningstar Indexes is changing the names of the CRSP Market Indexes. These changes will align the individual index names with the standard Morningstar naming convention. Morningstar will implement the name [...]
    The April 2026 CRSP Market Indexes Methodology Guide is now available at crsp.org/indexes/crsp-market-indexes-methodology. [...]
    Beginning July 1, 2026, governance of the CRSP Market Indexes will transition to the standard Morningstar Indexes Governance framework, replacing the governance authorities and procedures currently outlined in the CRSP [...]
    As of July 1, 2026, CRSP will terminate the calculation and publication of the CRSP ISS ESG Indexes. [...]
    CRSP Market Indexes (CRSPMI) announces the market cap breakpoints and effective ranking dates for its March 2026 quarterly index rebalancing. [...]
    As of Monday, February 2, 2026, CRSP offices are now located at: 22 W. Washington St., Chicago, IL US Phone: +1 312-384-3735 Please update our contact information in your systems. [...]
    Float Shares Investability Screen will be expanded to include a float-adjusted market capitalization test for adding or dropping a security. Below is the table outlining the existing and the new [...]
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