Position in MCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,975,684
-$189,309 QoQ
Shares Held
6,570
-9.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#509
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, 2026REGIONS FINANCIAL CORP holds $26,113,550 across 7 Financial Data & Stock Exchanges names. MCO ranks #4 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
33,426 | $12,878,782 | |
| 2 | CME |
Cme Group Inc.
|
23,495 | $5,188,400 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
24,353 | $2,998,097 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
6,570 | $2,975,684 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
16,741 | $1,319,524 | |
| 6 | COIN |
Coinbase Global, Inc.
|
3,206 | $468,685 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,236 | $284,378 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,975,684 | 6,570 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $3,164,993 | 7,255 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,842,613 | 7,522 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $3,456,385 | 7,254 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $3,552,761 | 7,083 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $3,232,819 | 6,942 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,752,173 | 5,814 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,763,062 | 5,822 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,538,628 | 6,031 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,398,269 | 6,102 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,378,509 | 6,090 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,939,702 | 6,135 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,198,980 | 6,324 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,090,422 | 6,831 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,903,810 | 6,833 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,665,303 | 6,850 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,854,291 | 6,818 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $2,286,964 | 6,778 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $2,805,925 | 7,184 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $2,551,110 | 7,184 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,686,973 | 7,415 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $2,311,837 | 7,742 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $2,582,264 | 8,897 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $2,737,053 | 9,443 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $2,795,377 | 10,175 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $2,593,201 | 12,261 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||