Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,468,414
+$187,700 QoQ
Shares Held
5,450
+4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#548
of 1,401 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $30,069,812 across 10 Financial Data & Stock Exchanges names. MCO ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
25,021 | $9,640,658 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
56,964 | $4,489,902 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,073 | $4,440,947 | |
| 4 | CME |
Cme Group Inc.
|
13,383 | $2,955,367 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
5,450 | $2,468,414 | |
| 6 | MSCI |
MSCI Inc.
|
4,162 | $2,330,886 | |
| 7 | FDS |
Factset Research Systems Inc
|
8,877 | $2,042,420 | |
| 8 | COIN |
Coinbase Global, Inc.
|
5,990 | $875,678 |
All Filings in MCO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,468,414 | 5,450 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,280,714 | 5,228 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,990,005 | 5,853 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,570,741 | 7,494 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,729,823 | 7,436 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $3,104,289 | 6,666 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $3,091,579 | 6,531 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $3,086,733 | 6,504 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $2,718,786 | 6,459 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $2,532,292 | 6,443 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,581,992 | 6,611 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,275,475 | 7,197 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,570,346 | 7,392 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,967,708 | 6,430 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,466,934 | 5,265 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,289,455 | 5,304 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,398,741 | 5,143 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,744,747 | 5,171 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,015,392 | 5,160 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,198,496 | 3,375 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,222,998 | 3,375 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $665,601 | 2,229 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,249,192 | 4,304 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $592,453 | 2,044 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||