Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$495,494
+$65,788 QoQ
Shares Held
1,094
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#875
of 1,401 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $22,172,578 across 6 Financial Data & Stock Exchanges names. MCO ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
107,242 | $13,202,562 | |
| 2 | SPGI |
S&P Global Inc.
|
11,668 | $4,495,742 | |
| 3 | CME |
Cme Group Inc.
|
7,264 | $1,604,109 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
6,106 | $1,481,743 | |
| 5 | COIN |
Coinbase Global, Inc.
|
6,108 | $892,928 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
1,094 | $495,494 |
All Filings in MCO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,494 | 1,094 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $429,706 | 985 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $850,054 | 1,664 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $783,332 | 1,644 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $819,598 | 1,634 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $925,791 | 1,988 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $637,629 | 1,347 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $503,539 | 1,061 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $436,083 | 1,036 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $374,557 | 953 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $328,070 | 840 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $254,516 | 805 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||