ZACKS INVESTMENT MANAGEMENT

Position in MCO — Moodys Corp /De/

CIK 1086483 Chicago, IL

Position in MCO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$30,546,283

+$1,505,994 QoQ

Shares Held

67,443

+1.3% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#168

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $56,508,522 across 4 Financial Data & Stock Exchanges names. MCO ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	67,443	$30,546,283
2	NDAQ	Nasdaq, Inc.	225,482	$17,772,491
3	CBOE	Cboe Global Markets, Inc.	31,743	$7,703,073
4	SPGI	S&P Global Inc.	1,263	$486,675

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,546,283	67,443	+1.3%	Shares	Sole	2026-08-13
2026-03-31	$29,040,289	66,568	-1.7%	Shares	Sole	2026-05-14
2025-12-31	$34,598,337	67,727	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$32,348,703	67,891	+4.8%	Shares	Sole	2025-11-14
2025-06-30	$32,502,028	64,798	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$30,140,388	64,722	+2.7%	Shares	Sole	2025-05-14
2024-12-31	$29,835,090	63,027	-11.7%	Shares	Sole	2025-02-13
2024-09-30	$33,879,556	71,387	+12.2%	Shares	Sole	2024-11-14
2024-06-30	$26,781,671	63,625	+6.1%	Shares	Sole	2024-08-14
2024-03-31	$23,577,476	59,989	+9.0%	Shares	Sole	2024-05-15
2023-12-31	$21,493,297	55,032	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$17,142,737	54,220	+3.2%	Shares	Sole	2023-11-14
2023-06-30	$18,273,381	52,552	+6.8%	Shares	Sole	2023-08-15
2023-03-31	$15,054,653	49,195	+5.3%	Shares	Sole	2023-05-15
2022-12-31	$13,016,847	46,719	+1.0%	Shares	Sole	2023-02-14
2022-09-30	$11,242,135	46,243	-1.5%	Shares	Sole	2022-11-14
2022-06-30	$12,771,983	46,961	+5.6%	Shares	Sole	2022-08-15
2022-03-31	$15,007,996	44,480	-2.1%	Shares	Sole	2022-05-13
2021-12-31	$17,737,018	45,412	+4.9%	Shares	Sole	2022-02-15
2021-09-30	$15,374,487	43,295	+2.0%	Shares	Sole	2021-11-15
2021-06-30	$15,385,143	42,457	+6.4%	Shares	Sole	2021-08-16
2021-03-31	$11,918,420	39,913	-1.1%	Shares	Sole	2021-05-17
2020-12-31	$11,707,701	40,338	+0.0%	Shares	Sole	2021-02-16
2020-09-30	$11,689,360	40,329	+5.5%	Shares	Sole	2020-11-16
2020-06-30	$10,498,532	38,214	+2.0%	Shares	Sole	2020-08-14
2020-03-31	$7,923,636	37,464	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.