Position in MCO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,028,676
+$326,980 QoQ
Shares Held
6,687
+8.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#504
of 1,401 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $31,243,521 across 8 Financial Data & Stock Exchanges names. MCO ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
63,948 | $14,121,636 | |
| 2 | COIN |
Coinbase Global, Inc.
|
43,128 | $6,304,882 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
31,319 | $3,855,682 | |
| 4 | MCO |
Moodys Corp /De/
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|
6,687 | $3,028,676 | |
| 5 | SPGI |
S&P Global Inc.
|
4,396 | $1,602,454 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
17,703 | $1,395,350 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
2,343 | $568,575 | |
| 8 | MSCI |
MSCI Inc.
|
654 | $366,266 |
All Filings in MCO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,028,676 | 6,687 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,701,696 | 6,193 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,686,560 | 5,259 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,593,004 | 5,442 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,428,869 | 6,836 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,380,443 | 7,259 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,115,247 | 6,581 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,236,229 | 6,819 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,871,163 | 6,821 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,018,863 | 7,681 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,932,324 | 7,508 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,471,184 | 7,816 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||