Position in MCO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,493,777
+$16,314 QoQ
Shares Held
5,506
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#544
of 1,401 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $73,584,401 across 9 Financial Data & Stock Exchanges names. MCO ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
84,915 | $32,717,638 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
166,604 | $13,131,727 | |
| 3 | MSCI |
MSCI Inc.
|
18,737 | $10,493,469 | |
| 4 | CME |
Cme Group Inc.
|
44,570 | $9,842,393 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
5,506 | $2,493,777 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
19,151 | $2,357,679 | |
| 7 | COIN |
Coinbase Global, Inc.
|
6,053 | $884,888 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,567 | $865,603 |
All Filings in MCO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,493,777 | 5,506 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,477,463 | 5,679 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,000,732 | 5,874 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,728,800 | 5,727 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,585,034 | 9,141 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,215,425 | 9,052 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,942,225 | 8,328 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,943,368 | 8,309 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,494,139 | 8,301 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,468,882 | 8,826 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,867,100 | 7,341 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,070,597 | 6,549 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,755,986 | 5,050 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $203,949 | 732 | Shares | Defined | 2023-02-15 | |
| 2022-06-30 | $461,805 | 1,698 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $517,924 | 1,535 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $571,418 | 1,463 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $693,884 | 1,954 | Shares | Defined | 2021-11-15 | |
| 2020-12-31 | $231,031 | 796 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $211,590 | 730 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||