Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,834,962
+$4,235,237 QoQ
Shares Held
54,833
+16.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#191
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, 2026CI INVESTMENTS INC. holds $108,080,236 across 9 Financial Data & Stock Exchanges names. MCO ranks #2 (23.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
182,563 | $70,341,130 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
54,833 | $24,834,962 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
44,825 | $5,518,405 | |
| 4 | CME |
Cme Group Inc.
|
16,387 | $3,618,741 | |
| 5 | MSCI |
MSCI Inc.
|
2,183 | $1,222,567 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
11,158 | $879,473 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
3,384 | $821,195 | |
| 8 | FDS |
Factset Research Systems Inc
|
2,596 | $597,287 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,834,962 | 54,833 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,599,725 | 47,220 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $84,804,165 | 166,006 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $62,300,236 | 130,751 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $67,128,792 | 133,832 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $63,493,571 | 136,343 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $62,180,463 | 131,357 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $63,598,382 | 134,007 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $56,422,719 | 134,043 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $52,439,634 | 133,424 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,689,308 | 68,336 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $22,953,625 | 72,599 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,051,499 | 26,031 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,411,033 | 30,753 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,259,755 | 22,467 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,363,979 | 22,064 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $877,919 | 3,228 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,315,899 | 3,900 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,756,828 | 4,498 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $730,106 | 2,056 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $729,813 | 2,014 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $662,615 | 2,219 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $504,146 | 1,737 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $442,890 | 1,528 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $467,590 | 1,702 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $416,655 | 1,970 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||