Position in MCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$995,971
-$18,746 QoQ
Shares Held
2,199
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#715
of 1,401 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Derivatives in MCO
reported options exposure · as of Dec 31, 2024CallValue
$0
CallShares
0
PutValue
$1,570,641
PutShares
3,318
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, 2026Genus Capital Management Inc. holds $2,832,982 across 2 Financial Data & Stock Exchanges names. MCO ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBOE |
Cboe Global Markets, Inc.
|
7,570 | $1,837,011 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
2,199 | $995,971 |
All Filings in MCO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,971 | 2,199 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,014,717 | 2,326 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,219,909 | 2,388 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,137,834 | 2,388 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,272,533 | 2,537 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,403,123 | 3,013 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,570,641 | 3,318 | Put | Sole | 2025-01-30 | |
| 2024-09-30 | $1,596,046 | 3,363 | Put | Sole | 2024-10-29 | |
| 2024-06-30 | $5,418,631 | 12,873 | Put | Sole | 2024-08-09 | |
| 2024-03-31 | $9,339,571 | 23,763 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,048,494 | 23,168 | Put | Sole | 2024-02-06 | |
| 2023-09-30 | $6,254,791 | 19,783 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,188,287 | 12,045 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||