Position in MCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,592,797
+$279,181 QoQ
Shares Held
18,972
-0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#337
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
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, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $63,341,934 across 9 Financial Data & Stock Exchanges names. MCO ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
46,222 | $17,809,068 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
115,159 | $14,177,221 | |
| 3 | MSCI |
MSCI Inc.
|
17,171 | $9,616,444 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
18,972 | $8,592,797 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
67,919 | $5,353,374 | |
| 6 | CME |
Cme Group Inc.
|
14,568 | $3,217,049 | |
| 7 | COIN |
Coinbase Global, Inc.
|
18,752 | $2,741,354 | |
| 8 | TRU |
TransUnion
|
17,203 | $1,241,022 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,592,797 | 18,972 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $8,313,616 | 19,057 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $9,830,284 | 19,243 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $9,294,694 | 19,507 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $11,128,273 | 22,186 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $10,357,409 | 22,241 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $10,286,328 | 21,730 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $10,356,501 | 21,822 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $9,093,348 | 21,603 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $7,270,267 | 18,498 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $8,043,191 | 20,594 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $6,589,930 | 20,843 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $6,991,604 | 20,107 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,691,750 | 8,796 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,071,539 | 7,435 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,928,834 | 7,934 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,004,145 | 7,369 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,619,650 | 7,764 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,891,853 | 7,404 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $2,638,111 | 7,429 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,674,652 | 7,381 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $2,205,234 | 7,385 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $2,166,060 | 7,463 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $2,174,454 | 7,502 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $2,153,608 | 7,839 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $835,424 | 3,950 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||