Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,099,162
+$6,896,972 QoQ
Shares Held
20,090
+298.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#323
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MAI Capital Management holds $79,857,063 across 10 Financial Data & Stock Exchanges names. MCO ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
194,674 | $23,966,315 | |
| 2 | CME |
Cme Group Inc.
|
83,889 | $18,525,207 | |
| 3 | SPGI |
S&P Global Inc.
|
44,751 | $17,242,573 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
20,090 | $9,099,162 | |
| 5 | MSCI |
MSCI Inc.
|
10,694 | $5,989,067 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
30,063 | $2,369,564 | |
| 7 | FDS |
Factset Research Systems Inc
|
6,267 | $1,441,910 | |
| 8 | COIN |
Coinbase Global, Inc.
|
3,298 | $482,134 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,099,162 | 20,090 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,202,190 | 5,048 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,782,089 | 5,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,470,548 | 5,185 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,615,621 | 3,221 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,414,766 | 3,038 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,403,068 | 2,964 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,054,064 | 2,221 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,156,294 | 2,747 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,000,261 | 2,545 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,001,005 | 2,563 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $757,543 | 2,396 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $834,180 | 2,399 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $728,327 | 2,380 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $614,635 | 2,206 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $556,235 | 2,288 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $443,855 | 1,632 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $533,445 | 1,581 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $620,631 | 1,589 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $560,718 | 1,579 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $564,210 | 1,557 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $462,546 | 1,549 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $438,552 | 1,511 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $425,209 | 1,467 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $396,160 | 1,442 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $324,652 | 1,535 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||