Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$90,853,034
-$8,377,699 QoQ
Shares Held
200,594
-11.8% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#88
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)
Derivatives in MCO
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$36,511
PutShares
200
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, 2026HighTower Advisors, LLC holds $325,354,644 across 11 Financial Data & Stock Exchanges names. MCO ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
200,594 | $90,853,034 | |
| 2 | CME |
Cme Group Inc.
|
300,011 | $66,251,429 | |
| 3 | SPGI |
S&P Global Inc.
|
115,139 | $44,362,830 | |
| 4 | MSCI |
MSCI Inc.
|
66,746 | $37,380,429 | |
| 5 | FDS |
Factset Research Systems Inc
|
121,962 | $28,061,016 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
160,589 | $19,770,111 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
75,144 | $18,235,194 | |
| 8 | COIN |
Coinbase Global, Inc.
|
73,663 | $10,768,793 |
All Filings in MCO
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,853,034 | 200,594 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $99,230,733 | 227,463 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $121,584,343 | 238,004 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $117,855,898 | 247,347 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $131,764,683 | 262,694 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $123,595,988 | 265,404 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $128,973,916 | 272,459 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $135,178,893 | 284,833 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $123,585,048 | 293,600 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $120,066,341 | 305,489 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $120,622,503 | 308,845 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $94,801,361 | 299,843 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $102,693,190 | 295,333 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $88,871,574 | 290,411 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $80,969,758 | 290,610 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $69,176,707 | 284,549 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $75,640,296 | 278,120 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $93,584,375 | 277,361 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $107,612,211 | 275,519 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $36,511 | 200 | Put | Sole | 2021-11-12 | |
| 2021-09-30 | $91,506,165 | 257,684 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,145,512 | 11,440 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,410,424 | 11,421 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,170,291 | 10,923 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,869,532 | 6,450 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,473,102 | 5,362 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,190,745 | 5,630 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||