Position in MCO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$484,979,488
+$99,782,519 QoQ
Shares Held
1,070,784
+21.3% QoQ
Ownership
0.618%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#27
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 12%
None 8%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,494,096,022 across 12 Financial Data & Stock Exchanges names. MCO ranks #1 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
1,070,784 | $484,979,488 | |
| 2 | SPGI |
S&P Global Inc.
|
966,516 | $372,396,493 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
2,515,386 | $309,669,168 | |
| 4 | CME |
Cme Group Inc.
|
1,170,911 | $258,572,274 | |
| 5 | TRU |
TransUnion
|
3,280,251 | $236,637,305 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
2,801,910 | $220,846,544 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
677,679 | $164,452,361 | |
| 8 | MSCI |
MSCI Inc.
|
290,499 | $162,691,059 |
All Filings in MCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,979,488 | 1,070,784 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $385,196,969 | 882,973 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $420,864,792 | 823,852 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $389,336,094 | 817,109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $401,086,411 | 799,630 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $375,004,787 | 805,267 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $376,858,848 | 796,119 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $346,859,794 | 730,862 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $297,347,475 | 706,406 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $250,691,431 | 637,843 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $265,282,800 | 679,237 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $210,219,217 | 664,893 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $238,839,130 | 686,872 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $207,723,006 | 678,789 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $186,519,649 | 669,441 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $162,885,642 | 670,008 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $180,543,746 | 663,837 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $221,336,236 | 655,986 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $249,784,112 | 639,521 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $227,330,768 | 640,170 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $229,231,638 | 632,590 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $185,936,085 | 622,672 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $181,312,928 | 624,700 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $179,659,174 | 619,835 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $168,043,824 | 611,669 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $126,092,704 | 596,183 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||