Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$44,537,888
-$124,861,913 QoQ
Shares Held
98,335
-74.7% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#137
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)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $542,268,983 across 11 Financial Data & Stock Exchanges names. MCO ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
1,100,869 | $267,147,879 | |
| 2 | CME |
Cme Group Inc.
|
318,282 | $70,286,213 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
628,827 | $49,564,144 | |
| 4 | MCO |
Moodys Corp /De/
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|
98,335 | $44,537,888 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
283,239 | $34,869,553 | |
| 6 | FDS |
Factset Research Systems Inc
|
103,988 | $23,925,559 | |
| 7 | COIN |
Coinbase Global, Inc.
|
102,575 | $14,995,439 | |
| 8 | MSCI |
MSCI Inc.
|
24,250 | $13,580,970 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,537,888 | 98,335 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $169,399,801 | 388,309 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $213,423,934 | 417,782 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $47,903,869 | 100,537 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $211,754,745 | 422,167 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $187,611,133 | 402,867 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $211,625,265 | 447,061 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $198,406,146 | 418,058 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $194,457,873 | 461,972 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $187,292,944 | 476,536 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $205,782,939 | 526,892 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $164,348,011 | 519,809 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,379,142 | 9,718 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,056,454 | 6,720 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $189,845,538 | 681,378 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $137,612,658 | 566,051 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $147,210,289 | 541,274 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $177,185,462 | 525,134 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $200,239,039 | 512,671 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $182,427,818 | 513,722 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $188,697,653 | 520,732 | Shares | Other | 2021-10-12 | |
| 2020-12-31 | $8,791,950 | 30,292 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $16,829,850 | 58,064 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $19,074,503 | 69,430 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $81,126,958 | 383,579 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||