Position in MCO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,245,550
+$1,158,142 QoQ
Shares Held
24,829
+7.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#299
of 1,401 holders
Holding Since
Dec 2021
19 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, 2026NorthCrest Asset Manangement, LLC holds $54,025,540 across 9 Financial Data & Stock Exchanges names. MCO ranks #3 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
320,809 | $25,286,165 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
104,786 | $12,900,204 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
24,829 | $11,245,550 | |
| 4 | CME |
Cme Group Inc.
|
8,310 | $1,835,097 | |
| 5 | SPGI |
S&P Global Inc.
|
3,502 | $1,276,492 | |
| 6 | FDS |
Factset Research Systems Inc
|
2,213 | $509,167 | |
| 7 | MSCI |
MSCI Inc.
|
671 | $375,786 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,534 | $372,255 |
All Filings in MCO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,245,550 | 24,829 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,087,408 | 23,123 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $18,781,911 | 36,766 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $17,318,618 | 36,347 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $17,937,861 | 35,762 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $17,216,559 | 36,970 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $17,511,849 | 36,994 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $17,311,144 | 36,476 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $15,129,066 | 35,942 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $14,153,010 | 36,010 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $13,638,745 | 34,921 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $10,541,107 | 33,340 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $584,169 | 1,680 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $512,889 | 1,676 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $508,760 | 1,826 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $284,438 | 1,170 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $318,204 | 1,170 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $394,769 | 1,170 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $795,611 | 2,037 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||