Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,021,950
+$263,934 QoQ
Shares Held
30,959
-1.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#270
of 1,401 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $147,751,214 across 11 Financial Data & Stock Exchanges names. MCO ranks #6 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
73,546 | $28,337,149 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
193,766 | $23,854,532 | |
| 3 | CME |
Cme Group Inc.
|
95,270 | $21,038,474 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
84,125 | $20,414,613 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
219,193 | $17,276,792 | |
| 6 | MCO |
Moodys Corp /De/
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|
30,959 | $14,021,950 | |
| 7 | COIN |
Coinbase Global, Inc.
|
95,138 | $13,908,224 | |
| 8 | MSCI |
MSCI Inc.
|
9,440 | $5,286,777 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,021,950 | 30,959 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,758,016 | 31,537 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $16,589,342 | 32,474 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,868,476 | 37,501 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,610,654 | 33,116 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,237,238 | 28,425 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,576,979 | 22,344 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,845,844 | 20,746 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,918,956 | 18,813 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $7,370,491 | 18,753 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $2,407,802 | 6,165 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,942,548 | 6,144 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,230,276 | 6,414 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,827,551 | 5,972 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,924,706 | 6,908 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,021,548 | 4,202 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,185,789 | 4,360 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,615,856 | 4,789 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,858,379 | 4,758 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,633,861 | 4,601 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,696,616 | 4,682 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,155,023 | 3,868 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,348,455 | 4,646 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $383,471 | 1,323 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $268,685 | 978 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||