Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,162,185
+$713,725 QoQ
Shares Held
44,516
-0.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#221
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $129,962,211 across 11 Financial Data & Stock Exchanges names. MCO ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
107,351 | $23,706,320 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
44,516 | $20,162,185 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
81,358 | $19,743,144 | |
| 4 | SPGI |
S&P Global Inc.
|
41,857 | $16,127,493 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
124,607 | $15,340,365 | |
| 6 | COIN |
Coinbase Global, Inc.
|
91,830 | $13,424,626 | |
| 7 | MSCI |
MSCI Inc.
|
20,660 | $11,570,424 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
47,863 | $3,772,560 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,162,185 | 44,516 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $19,448,460 | 44,581 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $22,807,918 | 44,647 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $22,213,495 | 46,620 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,190,953 | 10,349 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $4,275,498 | 9,181 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,894,919 | 23,849 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $4,808,542 | 10,132 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,674,716 | 8,730 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,413,070 | 8,684 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,045,141 | 20,599 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $8,320,959 | 26,318 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,619,582 | 21,913 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $7,488,304 | 24,470 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,336,617 | 26,332 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,419,714 | 30,520 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,351,107 | 30,706 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,761,605 | 28,931 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $10,427,700 | 26,698 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $7,746,366 | 21,814 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $8,545,042 | 23,581 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $7,048,683 | 23,605 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,415,751 | 22,105 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,356,115 | 21,929 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,293,765 | 19,269 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,493,949 | 21,248 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||