Position in MCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,490,201
-$390,242 QoQ
Shares Held
7,706
-13.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#477
of 1,401 holders
Holding Since
Jun 2020
25 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, 2026Atria Investments, Inc holds $34,203,924 across 10 Financial Data & Stock Exchanges names. MCO ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,390 | $8,919,323 | |
| 2 | SPGI |
S&P Global Inc.
|
19,874 | $7,657,302 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,000 | $4,431,960 | |
| 4 | MSCI |
MSCI Inc.
|
6,426 | $3,598,817 | |
| 5 | MCO |
Moodys Corp /De/
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|
7,706 | $3,490,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
36,511 | $2,877,797 | |
| 7 | FDS |
Factset Research Systems Inc
|
7,417 | $1,706,503 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
3,271 | $793,773 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,490,201 | 7,706 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,880,443 | 8,895 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,329,453 | 8,475 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,699,653 | 11,962 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,954,876 | 11,872 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,514,700 | 11,842 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,822,462 | 8,075 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,695,157 | 7,786 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,305,984 | 7,854 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,029,082 | 7,707 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,714,782 | 6,951 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,632,747 | 8,327 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,873,905 | 8,265 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,979,949 | 6,470 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,790,969 | 6,428 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,253,718 | 5,157 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,775,148 | 6,527 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,651,030 | 7,857 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,238,413 | 5,731 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,818,873 | 5,122 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,980,352 | 5,465 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,708,049 | 5,720 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,453,521 | 5,008 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,738,810 | 5,999 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,479,695 | 5,386 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||