Position in MCO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$63,400,648
+$5,008,450 QoQ
Shares Held
145,331
+27.1% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.10164383373127.ToString("F0")%
Shared 0.ToString("F0")%
None 11.898356166268725.ToString("F0")%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $333,769,928 across 11 Financial Data & Stock Exchanges names. MCO ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
535,366 | $158,120,348 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
145,331 | $63,400,648 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
361,993 | $56,934,259 | |
| 4 | MSCI |
MSCI Inc.
|
43,055 | $23,207,075 | |
| 5 | SPGI |
S&P Global Inc.
|
42,860 | $17,246,992 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
82,323 | $6,988,399 | |
| 7 | COIN |
Coinbase Global, Inc.
|
12,811 | $2,236,928 | |
| 8 | FDS |
Factset Research Systems Inc
|
8,952 | $1,942,494 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,400,648 | 145,331 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $58,392,198 | 114,304 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $29,670,886 | 62,271 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $31,114,630 | 62,032 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $19,363,855 | 41,581 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,954,775 | 6,242 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,598,854 | 5,476 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,030,275 | 7,199 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,739,419 | 6,970 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,973,557 | 10,174 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,988,755 | 9,453 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,284,563 | 9,446 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,096,310 | 10,118 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,978,169 | 10,689 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,445,929 | 10,061 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $2,292,707 | 8,430 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $2,823,446 | 8,368 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,125,145 | 5,441 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,887,764 | 5,316 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,444,769 | 3,987 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,301,939 | 4,360 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $989,718 | 3,410 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,051,865 | 3,629 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $822,816 | 2,995 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $345,802 | 1,635 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||