Position in MCO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,821,332
+$50,066 QoQ
Shares Held
10,645
-2.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#427
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Ballentine Partners, LLC holds $13,174,042 across 9 Financial Data & Stock Exchanges names. MCO ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
10,645 | $4,821,332 | |
| 2 | SPGI |
S&P Global Inc.
|
6,847 | $2,495,959 | |
| 3 | CME |
Cme Group Inc.
|
6,119 | $1,351,256 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
16,518 | $1,301,947 | |
| 5 | MSCI |
MSCI Inc.
|
1,667 | $933,585 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
5,709 | $702,834 | |
| 7 | COIN |
Coinbase Global, Inc.
|
4,455 | $651,274 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
2,533 | $614,682 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,821,332 | 10,645 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,771,266 | 10,937 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,042,332 | 11,828 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,750,159 | 12,068 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $5,947,853 | 11,858 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $6,055,366 | 13,003 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $5,608,486 | 11,848 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $5,626,737 | 11,856 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $4,889,521 | 11,616 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,316,254 | 10,982 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $4,142,278 | 10,606 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $3,266,350 | 10,331 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $3,595,075 | 10,339 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $3,085,292 | 10,082 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $2,743,291 | 9,846 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $2,315,864 | 9,526 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $2,616,350 | 9,620 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,190,885 | 9,457 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,658,953 | 9,368 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,404,104 | 3,954 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $1,424,837 | 3,932 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,175,029 | 3,935 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $1,141,513 | 3,933 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $1,122,588 | 3,873 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $1,248,922 | 4,546 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $222,286 | 1,051 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||