Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,876,779
+$543,096 QoQ
Shares Held
19,599
+2.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#331
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, 2026ALPS ADVISORS INC holds $28,293,968 across 9 Financial Data & Stock Exchanges names. MCO ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
19,599 | $8,876,779 | |
| 2 | SPGI |
S&P Global Inc.
|
15,784 | $6,081,613 | |
| 3 | MSCI |
MSCI Inc.
|
9,290 | $5,202,771 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
21,055 | $5,109,416 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
7,517 | $925,417 | |
| 6 | TRU |
TransUnion
|
11,780 | $849,809 | |
| 7 | CME |
Cme Group Inc.
|
3,070 | $677,948 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,818 | $300,934 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,876,779 | 19,599 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $8,333,683 | 19,103 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $9,809,341 | 19,202 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $9,182,722 | 19,272 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $6,786,512 | 13,530 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $6,388,801 | 13,719 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $6,414,163 | 13,550 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,436,864 | 13,563 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,848,822 | 13,895 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,463,903 | 13,902 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,088,215 | 13,028 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,164,275 | 13,171 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,036,156 | 23,111 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,420,372 | 24,248 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $7,056,608 | 25,327 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,505,623 | 26,760 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,523,643 | 12,956 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,815,603 | 5,381 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,404,801 | 6,157 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,279,451 | 6,419 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,802,569 | 7,734 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $2,470,101 | 8,272 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $2,032,840 | 7,004 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $1,467,220 | 5,062 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $1,175,569 | 4,279 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $951,327 | 4,498 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||