IFP Advisors, Inc

Position in MCO — Moodys Corp /De/

CIK 1641866 TAMPA, FL

Position in MCO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,034,063

+$290,372 QoQ

Shares Held

4,491

+12.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#128

of 441 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $7,483,059 across 13 Financial Data & Stock Exchanges names. MCO ranks #1 (27.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCO	Moodys Corp /De/ This page	4,491	$2,034,063
2	COIN	Coinbase Global, Inc.	7,412	$1,083,560
3	NDAQ	Nasdaq, Inc.	13,583	$1,070,612
4	ICE	Intercontinental Exchange, Inc.	7,068	$870,141
5	SPGI	S&P Global Inc.	2,044	$787,549
6	CME	Cme Group Inc.	2,897	$639,744
7	MSCI	MSCI Inc.	891	$498,995
8	FDS	Factset Research Systems Inc	1,021	$234,911

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,034,063	4,491	+12.4%	Shares	Sole	2026-07-20
2026-03-31	$1,743,691	3,997	+4.1%	Shares	Sole	2026-04-13
2025-12-31	$1,962,174	3,841	-0.7%	Shares	Sole	2026-02-06
2025-09-30	$1,842,548	3,867	+1.0%	Shares	Sole	2026-02-06
2025-06-30	$1,919,584	3,827	-3.1%	Shares	Sole	2025-07-24
2025-03-31	$1,839,475	3,950	+128.5%	Shares	Sole	2025-05-05
2024-12-31	$818,456	1,729	-0.5%	Shares	Sole	2025-02-04
2024-09-30	$824,362	1,737	+1.3%	Shares	Sole	2025-02-04
2024-06-30	$721,894	1,715	+1.9%	Shares	Sole	2024-07-30
2024-03-31	$661,469	1,683	-0.9%	Shares	Sole	2024-07-30
2023-12-31	$663,561	1,699	+9.8%	Shares	Sole	2024-01-09
2023-09-30	$489,114	1,547	-17.7%	Shares	Sole	2023-10-12
2023-06-30	$653,713	1,880	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$571,339	1,867	-42.4%	Shares	Sole	2023-04-18
2022-12-31	$902,728	3,240	-5.9%	Shares	Sole	2023-02-07
2022-09-30	$837,027	3,443	+12.6%	Shares	Sole	2022-11-08
2022-06-30	$831,412	3,057	0.0%	Shares	Sole	2022-09-06
2022-03-31	$1,031,462	3,057	+100.7%	Shares	Sole	2022-09-06
2021-12-31	$594,853	1,523	-7.4%	Shares	Sole	2022-01-12
2021-09-30	$583,800	1,644	+16.2%	Shares	Sole	2021-10-06
2021-06-30	$512,753	1,415	+7.1%	Shares	Sole	2021-07-13
2021-03-31	$394,463	1,321	+15.1%	Shares	Sole	2021-04-30
2020-12-31	$333,195	1,148	+7.3%	Shares	Sole	2021-01-25
2020-09-30	$310,139	1,070	-1.0%	Shares	Sole	2020-10-29
2020-06-30	$296,983	1,081	+27.8%	Shares	Sole	2020-08-05
2020-03-31	$178,929	846	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.