Position in MCO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,286,887
+$157,781 QoQ
Shares Held
9,465
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#454
of 1,401 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Morningstar Investment Management LLC holds $16,102,102 across 7 Financial Data & Stock Exchanges names. MCO ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
12,264 | $4,470,612 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
9,465 | $4,286,887 | |
| 3 | TRU |
TransUnion
|
38,839 | $2,801,845 | |
| 4 | CME |
Cme Group Inc.
|
8,546 | $1,887,213 | |
| 5 | FDS |
Factset Research Systems Inc
|
7,299 | $1,679,353 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
5,170 | $636,478 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
4,310 | $339,714 |
All Filings in MCO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,286,887 | 9,465 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,129,106 | 9,465 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,491,593 | 18,580 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,878,251 | 18,633 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $793,368 | 1,676 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $795,412 | 1,676 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $391,464 | 930 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $365,517 | 930 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $363,220 | 930 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $299,412 | 947 | Shares | Sole | 2024-04-09 | |
| 2023-06-30 | $329,290 | 947 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||