Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,373,172
+$4,773,357 QoQ
Shares Held
62,645
+15.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#177
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 19%
None 68%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $225,341,293 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
231,045 | $89,021,330 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
300,343 | $36,975,225 | |
| 3 | MCO |
Moodys Corp /De/
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|
62,645 | $28,373,172 | |
| 4 | CME |
Cme Group Inc.
|
95,497 | $21,088,601 | |
| 5 | MSCI |
MSCI Inc.
|
26,486 | $14,833,218 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
171,627 | $13,527,638 | |
| 7 | FDS |
Factset Research Systems Inc
|
46,932 | $10,798,111 | |
| 8 | MORN |
Morningstar, Inc.
|
22,838 | $3,563,183 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,373,172 | 62,645 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,599,815 | 54,097 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $20,600,025 | 40,325 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $18,993,445 | 39,862 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $19,772,677 | 39,420 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,055,871 | 43,067 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $20,851,948 | 44,050 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,022,516 | 40,082 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $16,419,216 | 39,007 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $24,243,662 | 61,684 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,172,135 | 26,045 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $8,357,321 | 26,433 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,082,794 | 26,121 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,704,665 | 25,177 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,234,843 | 4,432 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $570,579 | 2,347 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $637,769 | 2,345 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $522,985 | 1,550 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $763,193 | 1,954 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $463,773 | 1,306 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $486,300 | 1,342 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $361,616 | 1,211 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $351,480 | 1,211 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $320,863 | 1,107 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $305,774 | 1,113 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $234,130 | 1,107 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||