Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,458,902
+$2,458,902 QoQ
Shares Held
5,429
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#550
of 1,401 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Derivatives in MCO
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,552,613
PutShares
3,559
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LOGAN CAPITAL MANAGEMENT INC holds $21,397,862 across 8 Financial Data & Stock Exchanges names. MCO ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
48,257 | $7,054,690 | |
| 2 | SPGI |
S&P Global Inc.
|
16,166 | $6,228,633 | |
| 3 | MSCI |
MSCI Inc.
|
8,078 | $4,524,003 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
5,429 | $2,458,902 | |
| 5 | FDS |
Factset Research Systems Inc
|
2,535 | $583,252 | |
| 6 | TRU |
TransUnion
|
6,736 | $485,935 | |
| 7 | CME |
Cme Group Inc.
|
280 | $61,832 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
5 | $615 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,458,902 | 5,429 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,552,613 | 3,559 | Put | Sole | 2026-05-08 | |
| 2025-09-30 | $10,959 | 23 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,536 | 23 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $10,710 | 23 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,887 | 23 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,915 | 23 | Shares | Sole | 2024-12-06 | |
| 2024-06-30 | $9,681 | 23 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,039 | 23 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,326 | 29 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,749 | 34 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,822 | 34 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,404 | 34 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,473 | 34 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,265 | 34 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,246 | 34 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $11,471 | 34 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $8,983 | 23 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $363,277 | 1,023 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $370,704 | 1,023 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $305,478 | 1,023 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $296,915 | 1,023 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $296,516 | 1,023 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $281,048 | 1,023 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $216,364 | 1,023 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||