Position in MCO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,126,412
+$326,330 QoQ
Shares Held
2,487
+35.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#694
of 1,401 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026AlTi Global, Inc. holds $13,420,565 across 6 Financial Data & Stock Exchanges names. MCO ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,119 | $8,859,478 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
16,235 | $1,998,690 | |
| 3 | MCO |
Moodys Corp /De/
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|
2,487 | $1,126,412 | |
| 4 | SPGI |
S&P Global Inc.
|
2,306 | $888,640 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,171 | $284,166 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
3,339 | $263,179 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,126,412 | 2,487 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $800,082 | 1,834 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,101,392 | 2,156 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,038,249 | 2,179 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $1,085,440 | 2,164 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $864,785 | 1,857 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,176,324 | 2,485 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,080,165 | 2,276 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,160,503 | 2,757 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||