Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$291,207,175
-$1,929,702 QoQ
Shares Held
642,955
-4.3% QoQ
Ownership
0.371%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#38
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Derivatives in MCO
reported options exposure · as of Sep 30, 2024CallValue
$1,945,819
CallShares
4,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $3,817,796,745 across 11 Financial Data & Stock Exchanges names. MCO ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,247,331 | $865,892,150 | |
| 2 | CME |
Cme Group Inc.
|
2,819,720 | $622,678,763 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
7,658,344 | $603,630,670 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
4,236,515 | $521,557,357 | |
| 5 | MCO |
Moodys Corp /De/
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|
642,955 | $291,207,175 | |
| 6 | MSCI |
MSCI Inc.
|
393,492 | $220,371,259 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,441,451 | $210,725,719 | |
| 8 | FDS |
Factset Research Systems Inc
|
765,564 | $176,140,963 |
All Filings in MCO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,207,175 | 642,955 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $293,136,877 | 671,947 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $404,975,824 | 792,749 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $314,294,781 | 659,618 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $354,120,529 | 705,996 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $291,418,554 | 625,778 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $254,724,181 | 538,108 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $294,149,931 | 619,798 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $1,945,819 | 4,100 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $256,798,866 | 610,075 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,363,020 | 34,000 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $239,176,044 | 608,544 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $209,122,224 | 535,442 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $181,469,561 | 573,962 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $12,204,162 | 38,600 | Put | Defined | 2023-11-14 | |
| 2023-06-30 | $202,684,940 | 582,897 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $220,872,991 | 721,760 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $169,897,178 | 609,781 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $122,330,517 | 503,190 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $190,480,983 | 700,375 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $260,367,147 | 771,664 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $245,955,252 | 629,718 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $254,629,847 | 717,045 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $196,072,243 | 541,083 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $164,526,641 | 550,975 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $153,985,378 | 530,545 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $186,345,722 | 642,904 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $150,632,808 | 548,294 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $123,750,129 | 585,107 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||