CAPTRUST FINANCIAL ADVISORS

Position in MCO — Moodys Corp /De/

CIK 1512024 RALEIGH, NC

Position in MCO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$64,713,662

+$1,313,014 QoQ

Shares Held

142,881

-1.7% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#113

of 1,408 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $258,769,687 across 11 Financial Data & Stock Exchanges names. MCO ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	375,091	$82,831,345
2	MCO	Moodys Corp /De/ This page	142,881	$64,713,662
3	ICE	Intercontinental Exchange, Inc.	350,253	$43,119,646
4	SPGI	S&P Global Inc.	73,632	$28,370,137
5	MSCI	MSCI Inc.	40,771	$22,833,390
6	FDS	Factset Research Systems Inc	20,081	$4,620,236
7	COIN	Coinbase Global, Inc.	29,366	$4,293,015
8	NDAQ	Nasdaq, Inc.	54,359	$4,284,576

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,713,662	142,881	-1.7%	Shares	Sole	2026-08-13
2026-03-31	$63,400,648	145,331	+27.1%	Shares	Sole	2026-05-15
2025-12-31	$58,392,198	114,304	+83.6%	Shares	Sole	2026-02-17
2025-09-30	$29,670,886	62,271	+0.4%	Shares	Sole	2025-11-19
2025-06-30	$31,114,630	62,032	+49.2%	Shares	Sole	2025-08-15
2025-03-31	$19,363,855	41,581	+566.1%	Shares	Sole	2025-05-15
2024-12-31	$2,954,775	6,242	+14.0%	Shares	Sole	2025-02-14
2024-09-30	$2,598,854	5,476	-23.9%	Shares	Sole	2024-11-14
2024-06-30	$3,030,275	7,199	+3.3%	Shares	Sole	2024-08-15
2024-03-31	$2,739,419	6,970	-31.5%	Shares	Sole	2024-05-15
2023-12-31	$3,973,557	10,174	+7.6%	Shares	Sole	2024-02-14
2023-09-30	$2,988,755	9,453	+0.1%	Shares	Sole	2023-11-15
2023-06-30	$3,284,563	9,446	-6.6%	Shares	Sole	2023-08-15
2023-03-31	$3,096,310	10,118	-5.3%	Shares	Sole	2023-05-15
2022-12-31	$2,978,169	10,689	+6.2%	Shares	Sole	2023-02-15
2022-09-30	$2,445,929	10,061	+19.3%	Shares	Sole	2022-11-16
2022-06-30	$2,292,707	8,430	+0.7%	Shares	Sole	2022-08-23
2022-03-31	$2,823,446	8,368	+53.8%	Shares	Sole	2022-05-16
2021-12-31	$2,125,145	5,441	+2.4%	Shares	Sole	2022-02-14
2021-09-30	$1,887,764	5,316	+33.3%	Shares	Sole	2021-11-16
2021-06-30	$1,444,769	3,987	-8.6%	Shares	Sole	2021-08-16
2021-03-31	$1,301,939	4,360	+27.9%	Shares	Sole	2021-05-17
2020-12-31	$989,718	3,410	-6.0%	Shares	Sole	2021-02-16
2020-09-30	$1,051,865	3,629	+21.2%	Shares	Sole	2020-11-17
2020-06-30	$822,816	2,995	+83.2%	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.