Position in MCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,699,113
-$81,358 QoQ
Shares Held
34,662
-4.2% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#250
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, 2026GHP Investment Advisors, Inc. holds $64,039,344 across 9 Financial Data & Stock Exchanges names. MCO ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
34,662 | $15,699,113 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
191,286 | $15,077,161 | |
| 3 | CME |
Cme Group Inc.
|
40,765 | $9,002,134 | |
| 4 | SPGI |
S&P Global Inc.
|
21,795 | $7,944,844 | |
| 5 | FDS |
Factset Research Systems Inc
|
33,187 | $7,635,664 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
47,228 | $5,814,238 | |
| 7 | MORN |
Morningstar, Inc.
|
18,361 | $2,864,682 | |
| 8 | COIN |
Coinbase Global, Inc.
|
7 | $1,023 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,699,113 | 34,662 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,780,471 | 36,173 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $18,828,909 | 36,858 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $17,672,642 | 37,090 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $18,660,652 | 37,203 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $17,092,220 | 36,703 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $17,533,151 | 37,039 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $17,837,939 | 37,586 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $16,046,272 | 38,121 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $15,363,149 | 39,089 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $15,702,855 | 40,206 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $12,699,600 | 40,167 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $13,946,353 | 40,108 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,960,179 | 39,083 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $11,019,142 | 39,549 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $9,772,292 | 40,197 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,763,756 | 39,577 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,202,515 | 39,129 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $15,227,542 | 38,987 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,815,909 | 38,906 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,032,778 | 38,725 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,402,721 | 38,186 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,800,991 | 37,214 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,503,584 | 36,238 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $9,570,494 | 34,836 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,721,047 | 31,778 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||