Position in MCO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$12,266,432
+$524,764 QoQ
Shares Held
27,083
+0.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#290
of 1,401 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 25%
Shared 25%
None 50%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $304,024,402 across 11 Financial Data & Stock Exchanges names. MCO ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
359,585 | $138,547,403 | |
| 2 | CME |
Cme Group Inc.
|
1,019,758 | $60,313,160 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
426,413 | $52,495,704 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
161,001 | $12,690,098 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
27,083 | $12,266,432 | |
| 6 | MSCI |
MSCI Inc.
|
15,435 | $8,644,217 | |
| 7 | TRU |
TransUnion
|
104,227 | $7,518,935 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
20,427 | $4,957,020 |
All Filings in MCO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,266,432 | 27,083 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $11,741,668 | 26,915 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $23,783,643 | 46,557 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $34,379,458 | 72,153 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $100,413,300 | 200,190 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $49,803,680 | 106,946 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $49,804,676 | 105,213 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $53,570,769 | 112,878 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $45,210,406 | 107,406 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $39,196,094 | 99,728 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $29,730,987 | 76,124 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,604,203 | 24,051 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $8,279,908 | 23,812 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $7,065,389 | 23,088 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $4,955,534 | 17,786 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||