Position in MCO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,935,515
+$77,114 QoQ
Shares Held
13,105
-2.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#383
of 1,401 holders
Holding Since
Mar 2024
10 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, 2026BENJAMIN EDWARDS INC holds $120,648,622 across 10 Financial Data & Stock Exchanges names. MCO ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
148,464 | $32,785,304 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
391,614 | $30,867,015 | |
| 3 | SPGI |
S&P Global Inc.
|
82,981 | $30,248,204 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
49,788 | $12,082,053 | |
| 5 | MCO |
Moodys Corp /De/
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|
13,105 | $5,935,515 | |
| 6 | MORN |
Morningstar, Inc.
|
33,499 | $5,226,513 | |
| 7 | COIN |
Coinbase Global, Inc.
|
9,826 | $1,436,462 | |
| 8 | FDS |
Factset Research Systems Inc
|
3,324 | $764,785 |
All Filings in MCO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,935,515 | 13,105 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $5,858,401 | 13,429 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,692,134 | 13,100 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,457,125 | 11,453 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $5,446,764 | 10,859 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,870,676 | 4,017 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,698,924 | 3,589 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,482,618 | 3,124 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $29,886 | 71 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $24,760 | 63 | Shares | Defined | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||