Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,232,037
+$645,947 QoQ
Shares Held
7,136
+20.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#491
of 1,401 holders
Holding Since
Mar 2020
17 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, 2026Advisors Asset Management, Inc. holds $25,445,350 across 8 Financial Data & Stock Exchanges names. MCO ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
22,573 | $8,697,444 | |
| 2 | MSCI |
MSCI Inc.
|
9,620 | $5,387,584 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
16,124 | $3,912,811 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
7,136 | $3,232,037 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
15,587 | $1,918,915 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
18,473 | $1,456,041 | |
| 7 | CME |
Cme Group Inc.
|
3,548 | $783,504 | |
| 8 | COIN |
Coinbase Global, Inc.
|
390 | $57,014 |
All Filings in MCO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,232,037 | 7,136 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,586,090 | 5,928 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,523,599 | 4,940 | Shares | Sole | 2026-08-21 | |
| 2025-09-30 | $1,712,945 | 3,595 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $733,826 | 1,463 | Shares | Sole | 2025-08-12 | |
| 2022-12-31 | $206,457 | 741 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $230,225 | 947 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $374,774 | 1,378 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $536,144 | 1,589 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $652,268 | 1,670 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $607,238 | 1,710 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $620,739 | 1,713 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $375,949 | 1,259 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $196,782 | 678 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $360,863 | 1,245 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $303,576 | 1,105 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $501,466 | 2,371 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||