Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,297,968
+$5,069,996 QoQ
Shares Held
40,400
+33.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#234
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, 2026Janney Montgomery Scott LLC holds $146,855,626 across 10 Financial Data & Stock Exchanges names. MCO ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
122,687 | $47,271,073 | |
| 2 | COIN |
Coinbase Global, Inc.
|
205,437 | $30,032,835 | |
| 3 | MCO |
Moodys Corp /De/
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|
40,400 | $18,297,968 | |
| 4 | CME |
Cme Group Inc.
|
72,758 | $16,067,149 | |
| 5 | MSCI |
MSCI Inc.
|
25,111 | $14,063,164 | |
| 6 | FDS |
Factset Research Systems Inc
|
34,568 | $7,953,405 | |
| 7 | ICE |
Intercontinental Exchange, Inc.
|
47,071 | $5,794,910 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
45,199 | $3,562,585 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,297,968 | 40,400 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $13,227,972 | 30,322 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,841,458 | 31,010 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,967,189 | 31,412 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $15,802,592 | 31,505 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $18,142,816 | 38,959 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $18,620,008 | 39,335 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $20,053,800 | 42,255 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $17,793,552 | 42,272 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $15,190,609 | 38,650 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $13,857,458 | 35,481 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,788,573 | 5,657 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,843,263 | 5,301 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,953,937 | 6,385 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $10,139,539 | 36,392 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $7,637,056 | 31,414 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $8,932,853 | 32,845 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,497,162 | 31,111 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,990,806 | 30,700 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $11,307,766 | 31,843 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,985,608 | 30,316 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,614,599 | 28,849 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $8,951,582 | 30,842 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $7,890,876 | 27,224 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,278,147 | 26,492 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,761,711 | 22,514 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||