Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$581,092
+$8,738 QoQ
Shares Held
1,283
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#835
of 1,401 holders
Holding Since
Jun 2020
25 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, 2026Dorsey & Whitney Trust CO LLC holds $6,778,442 across 7 Financial Data & Stock Exchanges names. MCO ranks #5 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
7,278 | $1,607,193 | |
| 2 | SPGI |
S&P Global Inc.
|
4,168 | $1,605,820 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
9,207 | $1,133,468 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
13,200 | $1,040,419 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
1,283 | $581,092 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,162 | $524,651 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,955 | $285,799 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,092 | 1,283 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $572,354 | 1,312 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $650,816 | 1,274 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $572,724 | 1,202 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $574,317 | 1,145 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $626,816 | 1,346 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $696,323 | 1,471 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $686,254 | 1,446 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $556,045 | 1,321 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $637,493 | 1,622 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $574,121 | 1,470 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $508,082 | 1,607 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $556,697 | 1,601 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $312,139 | 1,020 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $284,469 | 1,021 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $239,461 | 985 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $249,665 | 918 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $308,054 | 913 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $349,176 | 894 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $279,114 | 786 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $284,820 | 786 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $265,760 | 890 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $258,311 | 890 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $259,993 | 897 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $261,815 | 953 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||