Position in MCO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$15,806,210
-$2,435,732 QoQ
Shares Held
36,232
+1.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026BAMCO INC /NY/ holds $2,489,739,409 across 7 Financial Data & Stock Exchanges names. MCO ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
2,699,389 | $1,454,997,664 | |
| 2 | FDS |
Factset Research Systems Inc
|
3,756,587 | $815,141,813 | |
| 3 | MORN |
Morningstar, Inc.
|
759,515 | $128,396,010 | |
| 4 | TRU |
TransUnion
|
641,179 | $44,363,175 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
36,232 | $15,806,210 | |
| 6 | SPGI |
S&P Global Inc.
|
39,177 | $15,764,942 | |
| 7 | CME |
Cme Group Inc.
|
51,700 | $15,269,595 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,806,210 | 36,232 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,241,942 | 35,709 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $17,173,292 | 36,042 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $18,071,786 | 36,029 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,778,345 | 36,029 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $17,865,457 | 37,741 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $17,911,501 | 37,741 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,222,512 | 36,164 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,683,078 | 32,270 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,029,523 | 20,559 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,839,252 | 12,143 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,511,624 | 10,099 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,584,950 | 8,447 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,056,494 | 7,381 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,729,970 | 7,116 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,962,535 | 7,216 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,946,264 | 8,732 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,326,845 | 11,078 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,042,582 | 8,568 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,630,081 | 7,258 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,997,402 | 6,689 | Shares | Defined | 2021-05-19 | |
| 2020-12-31 | $1,652,626 | 5,694 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,195,631 | 4,125 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,004,962 | 3,658 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $714,447 | 3,378 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||