Position in MCO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,964,766
-$433,300 QoQ
Shares Held
4,338
-21.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#589
of 1,401 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)
Derivatives in MCO
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$949
PutShares
300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Private Advisor Group, LLC holds $14,602,142 across 8 Financial Data & Stock Exchanges names. MCO ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
27,617 | $3,399,928 | |
| 2 | COIN |
Coinbase Global, Inc.
|
20,901 | $3,055,517 | |
| 3 | SPGI |
S&P Global Inc.
|
7,140 | $2,602,687 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
4,338 | $1,964,766 | |
| 5 | CME |
Cme Group Inc.
|
8,586 | $1,896,046 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,670 | $647,928 | |
| 7 | FDS |
Factset Research Systems Inc
|
2,488 | $572,439 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
5,872 | $462,831 |
All Filings in MCO
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,964,766 | 4,338 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,398,066 | 5,497 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,260,511 | 4,425 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,809,194 | 3,797 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,158,341 | 4,303 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,544,693 | 3,317 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,641,173 | 3,467 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,677,675 | 3,535 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,446,736 | 3,437 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,221,144 | 3,107 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,349,384 | 3,455 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $949 | 300 | Put | Sole | 2023-11-03 | |
| 2023-09-30 | $908,356 | 2,873 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $961,793 | 2,766 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $892,966 | 2,918 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $893,534 | 3,207 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $735,650 | 3,026 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,145,299 | 7,888 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,453,308 | 7,271 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,379,413 | 6,092 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,369,993 | 9,490 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,961,508 | 5,413 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,478,119 | 4,950 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,776,726 | 9,567 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $2,731,256 | 9,423 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,582,462 | 9,400 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,516,243 | 7,169 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||