Position in MCO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$518,593
+$35,665 QoQ
Shares Held
1,145
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#863
of 1,401 holders
Holding Since
Mar 2020
23 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, 2026CX Institutional holds $11,190,053 across 10 Financial Data & Stock Exchanges names. MCO ranks #4 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
19,153 | $7,379,551 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
4,455 | $1,081,094 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
7,764 | $611,958 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
1,145 | $518,593 | |
| 5 | CME |
Cme Group Inc.
|
2,258 | $498,634 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,897 | $479,759 | |
| 7 | MSCI |
MSCI Inc.
|
500 | $280,020 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,623 | $237,266 |
All Filings in MCO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,593 | 1,145 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $482,928 | 1,107 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $637,029 | 1,247 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $581,782 | 1,221 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $619,463 | 1,235 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $501,082 | 1,076 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $526,860 | 1,113 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $516,353 | 1,088 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $456,288 | 1,084 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $430,367 | 1,095 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $433,912 | 1,111 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $360,749 | 1,141 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $399,530 | 1,149 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $273,887 | 895 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $203,392 | 730 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $45,690 | 168 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $482,239 | 1,358 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,291,990 | 6,325 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,967,541 | 6,589 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $70,238 | 242 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $47,245 | 163 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $33,517 | 122 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,575 | 50 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||