Position in MCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$752,300
+$217,458 QoQ
Shares Held
1,661
+35.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#770
of 1,401 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Derivatives in MCO
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$632,340
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $26,076,405 across 8 Financial Data & Stock Exchanges names. MCO ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
106,911 | $8,426,725 | |
| 2 | FDS |
Factset Research Systems Inc
|
31,987 | $7,359,568 | |
| 3 | COIN |
Coinbase Global, Inc.
|
40,169 | $5,872,306 | |
| 4 | SPGI |
S&P Global Inc.
|
3,834 | $1,477,131 | |
| 5 | CME |
Cme Group Inc.
|
5,872 | $1,296,713 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
1,661 | $752,300 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
2,177 | $528,292 | |
| 8 | MORN |
Morningstar, Inc.
|
2,329 | $363,370 |
All Filings in MCO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,300 | 1,661 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $534,842 | 1,226 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $433,200 | 848 | Shares | Sole | 2026-02-10 | |
| 2024-03-31 | $2,320,056 | 5,903 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,315,239 | 5,928 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,885,954 | 5,965 | Shares | Sole | 2023-11-15 | |
| 2023-09-30 | $632,340 | 2,000 | Put | Sole | 2023-11-15 | |
| 2023-06-30 | $2,044,593 | 5,880 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $695,440 | 2,000 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $1,224,080 | 4,000 | Put | Sole | 2023-05-16 | |
| 2023-03-31 | $1,272,125 | 4,157 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,114,480 | 4,000 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $1,157,387 | 4,154 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $850,885 | 3,500 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $1,013,525 | 4,169 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $679,925 | 2,500 | Put | Sole | 2022-08-03 | |
| 2022-06-30 | $1,136,834 | 4,180 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $632,349 | 1,619 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||