Position in MCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$26,870,384
+$192,824 QoQ
Shares Held
59,327
-3.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#183
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $475,217,563 across 11 Financial Data & Stock Exchanges names. MCO ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
324,901 | $125,183,574 | |
| 2 | CME |
Cme Group Inc.
|
475,144 | $104,926,049 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
420,542 | $51,772,925 | |
| 4 | COIN |
Coinbase Global, Inc.
|
337,563 | $49,348,334 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
173,097 | $42,005,448 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
504,772 | $39,786,129 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
59,327 | $26,870,384 | |
| 8 | MSCI |
MSCI Inc.
|
37,769 | $21,152,150 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,870,384 | 59,327 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $26,677,560 | 61,152 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $65,151,765 | 127,536 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $70,796,351 | 148,582 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $70,820,495 | 141,192 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $59,574,790 | 127,928 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $53,620,040 | 113,273 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $51,609,764 | 108,746 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $41,903,581 | 99,550 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $34,660,529 | 88,188 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $28,894,409 | 73,982 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $30,123,729 | 95,277 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,981,675 | 100,603 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $28,733,135 | 93,893 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $23,496,303 | 84,331 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $19,180,649 | 78,897 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,452,654 | 71,525 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,088,883 | 65,466 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,730,238 | 65,877 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,723,144 | 61,173 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $20,875,410 | 57,608 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $15,806,920 | 52,935 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,958,345 | 44,647 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,253,408 | 42,275 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $10,731,777 | 39,063 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,892,306 | 42,044 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||