Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$103,340,038
-$8,539,764 QoQ
Shares Held
228,164
-11.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#83
of 1,401 holders
Holding Since
Mar 2020
26 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, 2026SEI INVESTMENTS CO holds $702,519,812 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
328,506 | $183,976,498 | |
| 2 | SPGI |
S&P Global Inc.
|
421,416 | $162,370,889 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
228,164 | $103,340,038 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
598,401 | $73,669,147 | |
| 5 | CME |
Cme Group Inc.
|
252,527 | $55,765,537 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
511,762 | $40,337,079 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
154,202 | $37,420,198 | |
| 8 | MORN |
Morningstar, Inc.
|
112,779 | $17,595,779 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,340,038 | 228,164 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $111,879,802 | 256,458 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $117,561,399 | 230,129 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $191,257,165 | 401,396 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $117,992,526 | 235,237 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $61,084,090 | 131,169 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $58,434,685 | 123,444 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $46,127,773 | 97,195 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $38,911,609 | 92,442 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $34,291,866 | 87,250 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $74,671,946 | 191,192 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $60,166,200 | 190,297 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $63,003,386 | 181,190 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $52,322,074 | 170,976 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $44,563,038 | 159,942 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $38,455,625 | 158,182 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $42,191,521 | 155,133 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $46,788,643 | 138,670 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $47,980,018 | 122,843 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $40,918,258 | 115,227 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $44,551,216 | 122,944 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $40,544,966 | 135,779 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $36,707,812 | 126,474 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $37,431,227 | 129,140 | Shares | Defined | 2020-12-04 | |
| 2020-06-30 | $40,318,825 | 146,758 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $30,149,113 | 142,549 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||