Position in MCO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$661,863,318
+$189,925,016 QoQ
Shares Held
1,461,325
+35.1% QoQ
Ownership
0.844%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#18
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,938,677,309 across 11 Financial Data & Stock Exchanges names. MCO ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,461,325 | $661,863,318 | |
| 2 | MSCI |
MSCI Inc.
|
1,127,265 | $631,313,488 | |
| 3 | SPGI |
S&P Global Inc.
|
605,301 | $233,221,096 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
1,371,331 | $108,088,308 | |
| 5 | CME |
Cme Group Inc.
|
449,280 | $99,214,501 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
630,037 | $77,563,854 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
150,027 | $36,407,051 | |
| 8 | COIN |
Coinbase Global, Inc.
|
244,075 | $35,681,322 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,863,318 | 1,461,325 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $471,938,302 | 1,081,807 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $320,365,783 | 627,123 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $308,621,336 | 647,711 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $323,911,271 | 645,769 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $308,679,820 | 662,844 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $352,800,292 | 745,295 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $416,498,283 | 877,596 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $536,830,127 | 1,275,343 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $553,374,055 | 1,407,969 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $605,823,782 | 1,551,167 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $626,591,079 | 1,981,817 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $885,247,828 | 2,545,864 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $926,360,179 | 3,027,123 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $854,873,306 | 3,068,241 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $725,190,565 | 2,982,973 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $702,467,233 | 2,582,885 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $519,033,753 | 1,538,288 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $386,394,543 | 989,284 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $373,153,138 | 1,050,810 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $411,684,570 | 1,136,089 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $457,409,005 | 1,531,794 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $454,677,213 | 1,566,556 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $453,230,039 | 1,563,671 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $435,726,999 | 1,586,019 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $345,461,562 | 1,633,388 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||