Position in MCO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$278,219,696
-$7,925,402 QoQ
Shares Held
614,280
-6.3% QoQ
Ownership
0.355%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#40
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $631,828,407 across 11 Financial Data & Stock Exchanges names. MCO ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
614,280 | $278,219,696 | |
| 2 | SPGI |
S&P Global Inc.
|
481,046 | $185,346,053 | |
| 3 | CME |
Cme Group Inc.
|
213,416 | $47,128,652 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
344,647 | $42,429,488 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
344,915 | $27,186,198 | |
| 6 | MSCI |
MSCI Inc.
|
20,651 | $11,565,385 | |
| 7 | MORN |
Morningstar, Inc.
|
67,188 | $10,482,670 | |
| 8 | COIN |
Coinbase Global, Inc.
|
69,388 | $10,143,830 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,219,696 | 614,280 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $286,145,098 | 655,920 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $344,054,918 | 673,495 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $337,809,069 | 708,968 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $363,216,365 | 724,130 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $14,389,817 | 30,900 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,499,333 | 26,405 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $36,329,860 | 76,550 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $33,041,739 | 78,497 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $31,810,666 | 80,937 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $30,384,784 | 77,798 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $25,711,258 | 81,321 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $30,120,895 | 86,624 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,162,163 | 26,672 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,171,086 | 29,327 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,462,347 | 26,582 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,245,041 | 30,316 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,240,478 | 21,459 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,690,633 | 17,130 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,962,649 | 16,791 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,231,815 | 19,957 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,006,238 | 20,114 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,642,843 | 19,442 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,637,729 | 47,051 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,261,609 | 15,512 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,421,646 | 16,178 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||