Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,044,169
+$600,528 QoQ
Shares Held
11,137
+9.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#414
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Baird Financial Group, Inc. holds $279,997,467 across 9 Financial Data & Stock Exchanges names. MCO ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
188,387 | $72,585,132 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
520,798 | $64,115,441 | |
| 3 | MSCI |
MSCI Inc.
|
109,293 | $61,208,451 | |
| 4 | CME |
Cme Group Inc.
|
234,410 | $51,764,759 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
192,992 | $15,211,628 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
23,740 | $5,760,985 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
11,137 | $5,044,169 | |
| 8 | FDS |
Factset Research Systems Inc
|
11,010 | $2,533,180 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,044,169 | 11,137 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,443,641 | 10,186 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,665,836 | 11,091 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,144,077 | 10,796 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,383,063 | 10,732 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,616,195 | 18,502 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,320,204 | 11,239 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,522,328 | 11,636 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,025,061 | 11,938 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,130,613 | 13,054 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,155,001 | 13,199 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,267,345 | 13,497 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,610,766 | 13,260 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,184,516 | 13,674 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,697,008 | 13,269 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,213,669 | 13,219 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,969,878 | 7,243 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $3,290,759 | 9,753 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,754,645 | 9,613 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,036,900 | 8,552 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,842,067 | 7,843 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,851,979 | 6,202 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,731,571 | 5,966 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,457,365 | 5,028 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,338,209 | 4,871 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $873,706 | 4,131 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||