Steward Partners Investment Advisory, LLC
Position in MCO — Moodys Corp /De/
CIK 1723397
STAMFORD, CT
Position in MCO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,318,347
-$339,361 QoQ
Shares Held
3,022
-6.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $70,497,043 across 13 Financial Data & Stock Exchanges names. MCO ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
85,704 | $25,312,676 | |
| 2 | SPGI |
S&P Global Inc.
|
44,940 | $18,083,990 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
111,561 | $17,546,314 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
24,413 | $2,072,419 | |
| 5 | COIN |
Coinbase Global, Inc.
|
10,590 | $1,849,119 | |
| 6 | MSCI |
MSCI Inc.
|
2,523 | $1,359,922 | |
| 7 | MCO |
Moodys Corp /De/
This page
|
3,022 | $1,318,347 | |
| 8 | FDS |
Factset Research Systems Inc
|
5,970 | $1,295,430 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,318,347 | 3,022 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,657,708 | 3,245 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,482,329 | 3,111 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,378,870 | 2,749 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,332,339 | 2,861 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,401,175 | 2,960 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,212,577 | 2,555 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,059,901 | 2,518 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,017,161 | 2,588 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $947,498 | 2,426 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $765,131 | 2,420 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $856,086 | 2,462 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $756,481 | 2,472 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $714,103 | 2,563 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $658,584 | 2,709 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,734,080 | 6,376 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,045,296 | 3,098 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $971,372 | 2,487 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $977,972 | 2,754 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $997,966 | 2,754 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $937,336 | 3,139 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $839,083 | 2,891 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $832,159 | 2,871 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $788,749 | 2,871 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $607,216 | 2,871 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||