Cresset Asset Management, LLC

Position in MCO — Moodys Corp /De/

CIK 1761013 Chicago, IL

Position in MCO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,704,838

+$1,497,735 QoQ

Shares Held

5,972

+115.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#527

of 1,401 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Cresset Asset Management, LLC holds $52,846,016 across 9 Financial Data & Stock Exchanges names. MCO ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	201,842	$24,848,768
2	SPGI	S&P Global Inc.	30,362	$11,698,543
3	COIN	Coinbase Global, Inc.	41,319	$6,040,424
4	CME	Cme Group Inc.	23,401	$5,167,642
5	MCO	Moodys Corp /De/ This page	5,972	$2,704,838
6	NDAQ	Nasdaq, Inc.	12,795	$1,008,501
7	MSCI	MSCI Inc.	1,291	$723,011
8	CBOE	Cboe Global Markets, Inc.	1,366	$331,487

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,704,838	5,972	+115.8%	Shares	Sole	2026-08-14
2026-03-31	$1,207,103	2,767	-19.8%	Shares	Sole	2026-05-15
2025-12-31	$1,761,410	3,448	-35.9%	Shares	Sole	2026-02-17
2025-06-30	$2,697,049	5,377	+46.8%	Shares	Sole	2025-08-13
2025-03-31	$1,705,356	3,662	-30.6%	Shares	Sole	2025-05-13
2024-12-31	$2,496,080	5,273	-71.4%	Shares	Sole	2025-02-14
2024-09-30	$8,760,931	18,460	+2.1%	Shares	Defined	2024-11-14
2024-06-30	$7,610,833	18,081	+30.2%	Shares	Defined	2024-08-14
2024-03-31	$5,459,186	13,890	+19.0%	Shares	Defined	2024-05-15
2023-12-31	$4,560,569	11,677	+36.0%	Shares	Defined	2024-02-14
2023-09-30	$2,714,003	8,584	-7.2%	Shares	Defined	2023-11-14
2023-06-30	$3,215,714	9,248	+349.8%	Shares	Sole	2023-08-14
2023-03-31	$629,177	2,056	-14.1%	Shares	Sole	2023-05-12
2022-12-31	$667,016	2,394	-21.9%	Shares	Sole	2023-02-14
2022-09-30	$745,375	3,066	+31.2%	Shares	Sole	2022-11-14
2022-06-30	$635,593	2,337	-41.6%	Shares	Sole	2022-08-15
2022-03-31	$1,351,327	4,005	+3.3%	Shares	Sole	2022-05-16
2021-12-31	$1,514,278	3,877	+10.8%	Shares	Sole	2022-02-10
2021-09-30	$1,242,529	3,499	+5.7%	Shares	Sole	2021-11-15
2021-06-30	$1,199,444	3,310	+15.0%	Shares	Sole	2021-08-10
2021-03-31	$859,399	2,878	+47.6%	Shares	Sole	2021-05-12
2020-12-31	$565,968	1,950	-7.8%	Shares	Sole	2021-02-11
2020-09-30	$612,742	2,114	+9.5%	Shares	Sole	2020-11-13
2020-06-30	$530,503	1,931	-15.9%	Shares	Defined	2020-08-04
2020-03-31	$485,392	2,295	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.