Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$244,266,994
+$6,009,499 QoQ
Shares Held
539,316
-1.3% QoQ
Ownership
0.311%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#45
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 39%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $4,110,101,189 across 13 Financial Data & Stock Exchanges names. MCO ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
5,767,731 | $1,273,688,023 | |
| 2 | SPGI |
S&P Global Inc.
|
1,974,426 | $760,742,502 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
5,724,952 | $704,798,831 | |
| 4 | MSCI |
MSCI Inc.
|
581,611 | $325,725,418 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
3,655,221 | $288,104,512 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
539,316 | $244,266,994 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,395,552 | $204,015,739 | |
| 8 | TRU |
TransUnion
|
2,054,588 | $148,217,973 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,266,994 | 539,316 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $238,257,495 | 546,149 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $253,175,209 | 495,596 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $492,744,158 | 1,034,134 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $576,560,642 | 1,149,466 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $602,573,044 | 1,293,936 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $601,974,682 | 1,271,679 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $768,052,716 | 1,618,350 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $613,486,947 | 1,457,456 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $576,946,414 | 1,467,945 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $240,887,246 | 616,774 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $72,470,584 | 229,214 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $90,003,491 | 258,839 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $73,390,935 | 239,824 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $44,399,762 | 159,356 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $43,115,308 | 177,349 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $39,858,287 | 146,554 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $47,859,578 | 141,844 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $52,932,959 | 135,524 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $55,266,828 | 155,633 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $45,793,417 | 126,372 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $39,914,001 | 133,666 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $47,324,787 | 163,054 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $58,330,567 | 201,244 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $45,753,254 | 166,539 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $21,234,175 | 100,398 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||