Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,680,880
-$377,553 QoQ
Shares Held
8,127
-12.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#471
of 1,401 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $74,594,275 across 11 Financial Data & Stock Exchanges names. MCO ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
436,020 | $34,367,096 | |
| 2 | CME |
Cme Group Inc.
|
54,241 | $11,978,040 | |
| 3 | SPGI |
S&P Global Inc.
|
22,431 | $8,642,464 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
48,066 | $5,917,405 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
16,355 | $3,968,867 | |
| 6 | MCO |
Moodys Corp /De/
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|
8,127 | $3,680,880 | |
| 7 | COIN |
Coinbase Global, Inc.
|
15,805 | $2,310,532 | |
| 8 | MSCI |
MSCI Inc.
|
3,197 | $1,790,447 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,680,880 | 8,127 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,058,433 | 9,303 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,879,150 | 5,636 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,630,991 | 3,423 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $736,334 | 1,468 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $643,583 | 1,382 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,004,964 | 2,123 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $625,984 | 1,319 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $388,939 | 924 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $360,408 | 917 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $111,309 | 285 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $90,740 | 287 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,010,474 | 2,906 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $895,108 | 2,925 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $983,528 | 3,530 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $944,482 | 3,885 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,016,895 | 3,739 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $1,399,448 | 3,583 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $901,624 | 2,539 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $953,033 | 2,630 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $832,524 | 2,788 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $690,190 | 2,378 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $785,783 | 2,711 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $647,538 | 2,357 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $733,059 | 3,466 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||