Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,777,711
+$626,448 QoQ
Shares Held
3,925
+48.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#611
of 1,401 holders
Holding Since
Mar 2023
14 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, 2026Integrated Wealth Concepts LLC holds $14,108,696 across 14 Financial Data & Stock Exchanges names. MCO ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
12,528 | $4,826,845 | |
| 2 | MCO |
Moodys Corp /De/
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|
3,925 | $1,777,711 | |
| 3 | CME |
Cme Group Inc.
|
7,430 | $1,640,766 | |
| 4 | FDS |
Factset Research Systems Inc
|
6,100 | $1,403,488 | |
| 5 | COIN |
Coinbase Global, Inc.
|
6,518 | $952,866 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
6,859 | $844,411 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
10,116 | $797,343 | |
| 8 | MORN |
Morningstar, Inc.
|
4,076 | $635,937 |
All Filings in MCO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,777,711 | 3,925 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,151,263 | 2,639 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $416,342 | 815 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $858,140 | 1,801 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $899,350 | 1,793 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $724,147 | 1,555 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $587,452 | 1,241 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $558,117 | 1,176 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $465,969 | 1,107 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $393,423 | 1,001 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $326,898 | 837 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $284,869 | 901 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $328,595 | 945 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $200,749 | 656 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||