Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,526,935
+$448,870 QoQ
Shares Held
9,995
+6.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#441
of 1,401 holders
Holding Since
Jun 2022
16 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $15,525,051 across 8 Financial Data & Stock Exchanges names. MCO ranks #1 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
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|
9,995 | $4,526,935 | |
| 2 | SPGI |
S&P Global Inc.
|
8,978 | $3,459,266 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
10,277 | $2,493,919 | |
| 4 | CME |
Cme Group Inc.
|
8,187 | $1,807,935 | |
| 5 | MSCI |
MSCI Inc.
|
3,185 | $1,783,727 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
6,994 | $861,031 | |
| 7 | FDS |
Factset Research Systems Inc
|
1,633 | $375,720 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
2,747 | $216,518 |
All Filings in MCO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,526,935 | 9,995 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,078,065 | 9,348 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,722,297 | 9,244 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,384,568 | 9,202 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,447,087 | 2,885 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,141,871 | 2,452 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $956,207 | 2,020 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $917,382 | 1,933 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $782,508 | 1,859 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $701,558 | 1,785 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $683,089 | 1,749 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $534,011 | 1,689 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $587,994 | 1,691 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $518,703 | 1,695 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $4,951,664 | 20,368 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,534,283 | 16,672 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||