Position in MCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,988,455
+$266,923 QoQ
Shares Held
11,014
+1.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#416
of 1,401 holders
Holding Since
Jun 2023
13 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, 2026Merit Financial Group, LLC holds $28,286,980 across 10 Financial Data & Stock Exchanges names. MCO ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
25,909 | $9,444,420 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
11,014 | $4,988,455 | |
| 3 | CME |
Cme Group Inc.
|
13,654 | $3,015,207 | |
| 4 | FDS |
Factset Research Systems Inc
|
11,166 | $2,569,070 | |
| 5 | MSCI |
MSCI Inc.
|
4,579 | $2,564,420 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
14,916 | $1,836,303 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
5,595 | $1,357,736 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
16,706 | $1,316,762 |
All Filings in MCO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,988,455 | 11,014 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $4,721,532 | 10,823 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $5,246,937 | 10,271 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,804,344 | 10,083 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,987,810 | 9,944 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,285,442 | 7,055 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,760,936 | 3,720 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $974,333 | 2,053 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,414,324 | 3,360 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,391,719 | 3,541 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $888,133 | 2,274 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $458,130 | 1,449 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $291,737 | 839 | Shares | Sole | 2023-08-01 | |
| No filing history on record for this holder in this stock. | ||||||