Position in MCO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,377,566
-$728,946 QoQ
Shares Held
14,081
-13.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#369
of 1,401 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Derivatives in MCO
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$1,328,210
PutShares
2,600
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, 2026Lido Advisors, LLC holds $47,922,309 across 9 Financial Data & Stock Exchanges names. MCO ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
123,037 | $15,147,084 | |
| 2 | SPGI |
S&P Global Inc.
|
27,026 | $10,413,228 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
14,081 | $6,377,566 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
24,395 | $5,919,934 | |
| 5 | CME |
Cme Group Inc.
|
19,146 | $4,228,009 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
31,749 | $2,502,456 | |
| 7 | MSCI |
MSCI Inc.
|
3,891 | $2,179,114 | |
| 8 | FDS |
Factset Research Systems Inc
|
3,130 | $720,150 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,377,566 | 14,081 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $7,106,512 | 16,290 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $8,651,754 | 16,936 | Shares | Defined | 2026-02-10 | |
| 2025-12-31 | $1,328,210 | 2,600 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $5,933,128 | 12,452 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,238,848 | 2,600 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $3,252,308 | 6,484 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,298,178 | 4,935 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $870,999 | 1,840 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $859,956 | 1,812 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $664,647 | 1,579 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $538,058 | 1,369 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $567,483 | 1,453 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $372,764 | 1,179 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $353,978 | 1,018 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $479,227 | 1,566 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,533,213 | 9,092 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $234,844 | 966 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $530,885 | 1,952 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,224,798 | 3,630 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,403,744 | 3,594 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,262,771 | 3,556 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,296,197 | 3,577 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,097,391 | 3,675 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $659,715 | 2,273 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||