Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,165,668
+$7,716,058 QoQ
Shares Held
37,900
+75.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#238
of 1,401 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $132,265,001 across 9 Financial Data & Stock Exchanges names. MCO ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COIN |
Coinbase Global, Inc.
|
268,920 | $39,313,414 | |
| 2 | SPGI |
S&P Global Inc.
|
59,406 | $22,888,825 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
37,900 | $17,165,668 | |
| 4 | FDS |
Factset Research Systems Inc
|
74,386 | $17,114,730 | |
| 5 | MSCI |
MSCI Inc.
|
22,717 | $12,722,428 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
129,736 | $10,225,791 | |
| 7 | MORN |
Morningstar, Inc.
|
53,907 | $8,410,570 | |
| 8 | CME |
Cme Group Inc.
|
15,371 | $3,394,377 |
All Filings in MCO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,165,668 | 37,900 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $9,449,610 | 21,661 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,959,548 | 8,310 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $5,317,857 | 10,602 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,463,638 | 9,585 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,439,737 | 9,379 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $4,457,823 | 9,393 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,771,953 | 8,961 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $3,222,452 | 8,199 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $3,018,247 | 7,728 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $2,271,049 | 7,183 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $2,522,013 | 7,253 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $2,281,072 | 7,454 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,823,010 | 6,543 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $1,905,253 | 7,837 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $1,505,081 | 5,534 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,297,341 | 3,845 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $1,355,312 | 3,470 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $1,171,862 | 3,300 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $963,541 | 2,659 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $637,233 | 2,134 | Shares | Other | 2021-05-04 | |
| 2020-09-30 | $502,599 | 1,734 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $249,180 | 907 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $421,731 | 1,994 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||