AdvisorShares Investments LLC

Position in MCO — Moodys Corp /De/

CIK 1425930 BETHESDA, MD

Position in MCO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,327,245

-$840,457 QoQ

Shares Held

11,762

-16.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#406

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AdvisorShares Investments LLC holds $14,524,648 across 5 Financial Data & Stock Exchanges names. MCO ranks #1 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	11,762	$5,327,245
2	FDS	Factset Research Systems Inc	18,482	$4,252,338
3	ICE	Intercontinental Exchange, Inc.	32,945	$4,055,858
4	MSCI	MSCI Inc.	830	$464,833
5	MORN	Morningstar, Inc.	2,720	$424,374

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,327,245	11,762	-16.8%	Shares	Sole	2026-08-11
2026-03-31	$6,167,702	14,138	-7.5%	Shares	Sole	2026-04-28
2025-12-31	$7,805,788	15,280	+2.4%	Shares	Sole	2026-02-10
2025-09-30	$7,110,987	14,924	-1.3%	Shares	Sole	2025-11-05
2025-06-30	$7,584,040	15,120	-3.9%	Shares	Sole	2025-08-04
2025-03-31	$7,328,097	15,736	-0.9%	Shares	Sole	2025-05-13
2024-12-31	$7,515,222	15,876	-1.9%	Shares	Sole	2025-02-14
2024-09-30	$7,676,967	16,176	+8.2%	Shares	Sole	2024-11-14
2024-06-30	$6,295,429	14,956	-1.1%	Shares	Sole	2024-08-07
2024-03-31	$5,943,399	15,122	+50.9%	Shares	Sole	2024-05-14
2023-12-31	$3,914,192	10,022	+6.3%	Shares	Sole	2024-02-13
2023-09-30	$2,980,850	9,428	+6.1%	Shares	Sole	2023-11-06
2023-06-30	$3,089,144	8,884	+32.4%	Shares	Sole	2023-08-09
2023-03-31	$2,052,782	6,708	+43.7%	Shares	Sole	2023-05-09
2022-12-31	$1,300,598	4,668	+31.5%	Shares	Sole	2023-02-14
2022-09-30	$863,283	3,551	0.0%	Shares	Sole	2022-11-14
2022-06-30	$965,765	3,551	-1.5%	Shares	Sole	2022-08-08
2022-03-31	$1,216,363	3,605	+9.3%	Shares	Sole	2022-05-09
2021-12-31	$1,287,742	3,297	-10.5%	Shares	Sole	2022-01-31
2021-09-30	$1,308,225	3,684	0.0%	Shares	Sole	2021-11-04
2021-06-30	$1,334,971	3,684	+6.0%	Shares	Sole	2021-07-27
2021-03-31	$1,037,371	3,474	+6.4%	Shares	Sole	2021-05-11
2020-12-31	$947,923	3,266	-0.2%	Shares	Sole	2021-01-25
2020-09-30	$948,968	3,274	-4.5%	Shares	Sole	2020-11-12
2020-06-30	$942,323	3,430	-4.4%	Shares	Sole	2020-07-14
2020-03-31	$758,439	3,586	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.