Position in MCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$971,966
+$12,216 QoQ
Shares Held
2,146
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#721
of 1,408 holders
Holding Since
Jun 2021
21 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, 2026Institute for Wealth Management, LLC. holds $5,586,490 across 10 Financial Data & Stock Exchanges names. MCO ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
8,700 | $1,921,221 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
2,146 | $971,966 | |
| 3 | MSCI |
MSCI Inc.
|
1,694 | $948,707 | |
| 4 | SPGI |
S&P Global Inc.
|
2,352 | $906,153 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
3,251 | $400,230 | |
| 6 | FDS |
Factset Research Systems Inc
|
770 | $177,161 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
480 | $116,481 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
920 | $72,514 |
All Filings in MCO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,966 | 2,146 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $959,750 | 2,200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,131,532 | 2,215 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $824,786 | 1,731 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $909,884 | 1,814 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $844,761 | 1,814 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $844,492 | 1,784 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $850,465 | 1,792 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $772,827 | 1,836 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $633,171 | 1,611 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $635,831 | 1,628 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $513,460 | 1,624 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $565,740 | 1,627 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $515,337 | 1,684 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $480,898 | 1,726 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $389,705 | 1,603 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $440,319 | 1,619 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $403,542 | 1,196 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $426,122 | 1,091 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $340,550 | 959 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $208,362 | 575 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||