Position in MCO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,609,272
+$34,961 QoQ
Shares Held
5,761
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#534
of 1,401 holders
Holding Since
Jun 2021
21 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, 2026Beacon Pointe Advisors, LLC holds $19,774,267 across 8 Financial Data & Stock Exchanges names. MCO ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
24,670 | $9,505,448 | |
| 2 | CME |
Cme Group Inc.
|
13,046 | $2,880,948 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
5,761 | $2,609,272 | |
| 4 | MSCI |
MSCI Inc.
|
2,748 | $1,538,989 | |
| 5 | COIN |
Coinbase Global, Inc.
|
9,166 | $1,339,977 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
10,359 | $1,275,296 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
4,636 | $365,409 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,067 | $258,928 |
All Filings in MCO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,609,272 | 5,761 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $2,574,311 | 5,901 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $996,668 | 1,951 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,167,507 | 4,549 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,123,561 | 2,240 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $956,992 | 2,055 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $957,154 | 2,022 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,217,323 | 2,565 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,133,564 | 2,693 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,504,125 | 3,827 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,691,515 | 4,331 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,460,073 | 4,618 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $795,235 | 2,287 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $995,789 | 3,254 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $746,144 | 2,678 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $538,731 | 2,216 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $631,786 | 2,323 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,196,455 | 3,546 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $496,427 | 1,271 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $469,100 | 1,321 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $558,412 | 1,541 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||