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Equibles

Steward Partners Investment Advisory, LLC

Position in MCO — Moodys Corp /De/

CIK 1723397 STAMFORD, CT
Back to MCO Full portfolio

Position in MCO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,008,247
+$689,900 QoQ
Shares Held
4,434
+46.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#586
of 1,411 holders
Holding Since
Mar 2020
26 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, 2026

Steward Partners Investment Advisory, LLC holds $68,788,341 across 11 Financial Data & Stock Exchanges names. MCO ranks #5 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPGI
S&P Global Inc.
 60,735 $23,401,158
2 CME
Cme Group Inc.
 93,732 $20,698,837
3 ICE
Intercontinental Exchange, Inc.
 118,484 $14,586,565
4 FDS
Factset Research Systems Inc
 13,492 $3,104,239
5 MCO
Moodys Corp /De/
This page 		4,434 $2,008,247
6 CBOE
Cboe Global Markets, Inc.
 6,428 $1,559,882
7 NDAQ
Nasdaq, Inc.
 18,818 $1,483,234
8 MSCI
MSCI Inc.
 2,133 $1,194,565

All Filings in MCO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,008,247 4,434
2026-03-31 $1,318,347 3,022
2025-12-31 $1,657,708 3,245
2025-09-30 $1,482,329 3,111
2025-06-30 $1,378,870 2,749
2025-03-31 $1,332,339 2,861
2024-12-31 $1,401,175 2,960
2024-09-30 $1,212,577 2,555
2024-06-30 $1,059,901 2,518
2024-03-31 $1,017,161 2,588
2023-12-31 $947,498 2,426
2023-09-30 $765,131 2,420
2023-06-30 $856,086 2,462
2023-03-31 $756,481 2,472
2022-12-31 $714,103 2,563
2022-09-30 $658,584 2,709
2022-06-30 $1,734,080 6,376
2022-03-31 $1,045,296 3,098
2021-12-31 $971,372 2,487
2021-09-30 $977,972 2,754
2021-06-30 $997,966 2,754
2021-03-31 $937,336 3,139
2020-12-31 $839,083 2,891
2020-09-30 $832,159 2,871
2020-06-30 $788,749 2,871
2020-03-31 $607,216 2,871