Position in MCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$186,707,664
+$199,447 QoQ
Shares Held
412,231
-3.6% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#54
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,386,409,847 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,551,958 | $342,718,885 | |
| 2 | SPGI |
S&P Global Inc.
|
813,960 | $313,617,068 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
412,231 | $186,707,664 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
2,290,057 | $180,502,292 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
1,205,888 | $148,456,871 | |
| 6 | MSCI |
MSCI Inc.
|
124,554 | $69,755,222 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
281,945 | $68,419,593 | |
| 8 | TRU |
TransUnion
|
308,311 | $22,241,555 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,707,664 | 412,231 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $186,508,217 | 427,526 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $205,851,094 | 402,958 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $230,494,817 | 483,745 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $242,823,731 | 484,108 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $208,370,196 | 447,444 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $124,565,895 | 263,147 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $127,416,499 | 268,477 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $105,590,711 | 250,851 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $93,525,418 | 237,960 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $87,194,472 | 223,255 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $70,356,993 | 222,529 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $47,618,167 | 136,944 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $39,140,264 | 127,901 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $33,510,741 | 120,274 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $27,452,710 | 112,923 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $29,116,564 | 107,058 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $47,586,956 | 141,036 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $52,982,958 | 135,652 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $47,221,107 | 132,976 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $54,628,002 | 150,752 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $42,557,897 | 142,520 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $23,961,053 | 82,556 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $21,056,732 | 72,647 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $17,363,210 | 63,201 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $12,639,451 | 59,761 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||