Prime Capital Investment Advisors, LLC
Position in MCO — Moodys Corp /De/
CIK 1731446
OVERLAND PARK, KS
Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,007,294
-$54,538 QoQ
Shares Held
2,224
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#709
of 1,401 holders
Holding Since
Dec 2023
11 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, 2026Prime Capital Investment Advisors, LLC holds $12,397,490 across 7 Financial Data & Stock Exchanges names. MCO ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
19,294 | $7,434,123 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
21,856 | $1,722,689 | |
| 3 | CME |
Cme Group Inc.
|
6,555 | $1,447,540 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
2,224 | $1,007,294 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,381 | $293,124 | |
| 6 | MSCI |
MSCI Inc.
|
447 | $250,337 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,658 | $242,383 |
All Filings in MCO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,007,294 | 2,224 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,061,832 | 2,434 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,274,570 | 2,495 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,081,609 | 2,270 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,162,184 | 2,317 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,278,319 | 2,745 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,146,028 | 2,421 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,164,643 | 2,454 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,020,755 | 2,425 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $938,948 | 2,389 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $830,721 | 2,127 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||