Position in MCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,910,626
+$836,008 QoQ
Shares Held
35,129
+1.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#249
of 1,408 holders
Holding Since
Mar 2020
26 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, 2026Oxbow Advisors, LLC holds $22,368,447 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (71.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
35,129 | $15,910,626 | |
| 2 | MSCI |
MSCI Inc.
|
11,531 | $6,457,821 |
All Filings in MCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,910,626 | 35,129 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,074,618 | 34,555 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $17,395,975 | 34,053 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $15,702,398 | 32,955 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $16,206,874 | 32,311 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $14,813,133 | 31,809 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,397,814 | 19,853 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $9,570,581 | 20,166 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $8,566,346 | 20,351 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,173,844 | 20,797 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,310,726 | 21,279 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,816,625 | 21,560 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,541,699 | 21,689 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,809,251 | 22,251 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $6,251,675 | 22,438 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,574,998 | 22,932 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,237,088 | 22,933 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,827,486 | 32,090 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $10,131,254 | 25,939 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $9,025,830 | 25,417 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,829,507 | 24,366 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,503,770 | 25,129 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,343,362 | 25,301 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $7,420,449 | 25,601 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,188,035 | 26,164 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,155,524 | 24,376 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||