Position in MCO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,797,233
+$571,050 QoQ
Shares Held
6,176
+21.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#518
of 1,401 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $17,704,826 across 11 Financial Data & Stock Exchanges names. MCO ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
30,264 | $6,683,199 | |
| 2 | MCO |
Moodys Corp /De/
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|
6,176 | $2,797,233 | |
| 3 | SPGI |
S&P Global Inc.
|
5,141 | $1,980,912 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
7,430 | $1,803,038 | |
| 5 | FDS |
Factset Research Systems Inc
|
4,436 | $1,020,634 | |
| 6 | MSCI |
MSCI Inc.
|
1,672 | $936,386 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
9,577 | $754,859 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
4,213 | $518,662 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,797,233 | 6,176 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,226,183 | 5,103 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,749,905 | 5,383 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,831,720 | 5,943 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,011,546 | 6,004 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,945,023 | 6,324 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,518,559 | 7,433 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,416,573 | 7,199 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,667,563 | 8,713 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,823,788 | 9,729 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,396,700 | 8,697 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $3,162,016 | 10,001 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,444,166 | 9,905 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,122,322 | 10,203 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,562,189 | 9,196 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,263,840 | 9,312 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,551,350 | 9,381 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,129,140 | 9,274 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $3,347,270 | 8,570 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,659,418 | 7,489 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,594,206 | 7,159 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,339,310 | 7,834 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,996,851 | 6,880 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,328,672 | 4,584 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $618,691 | 2,252 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||