Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,545,836
+$218,605 QoQ
Shares Held
25,492
-1.8% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#295
of 1,401 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 42%
Shared 0%
None 57%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Pathstone Holdings, LLC holds $101,912,730 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
313,129 | $24,680,826 | |
| 2 | SPGI |
S&P Global Inc.
|
53,460 | $20,597,987 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
25,492 | $11,545,836 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
92,476 | $11,384,719 | |
| 5 | CME |
Cme Group Inc.
|
47,236 | $10,431,124 | |
| 6 | FDS |
Factset Research Systems Inc
|
26,483 | $6,093,207 | |
| 7 | MSCI |
MSCI Inc.
|
10,807 | $6,052,351 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
23,451 | $5,690,853 |
All Filings in MCO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,545,836 | 25,492 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,327,231 | 25,965 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $13,162,559 | 25,766 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,959,170 | 25,099 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,567,336 | 25,055 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $11,543,056 | 24,787 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,087,743 | 23,423 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,332,733 | 23,879 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,323,307 | 24,525 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $9,086,459 | 23,119 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,313,068 | 21,285 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||