Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$118,775,551
+$45,078,531 QoQ
Shares Held
262,244
+55.2% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#78
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Derivatives in MCO
reported options exposure · as of Sep 30, 2024CallValue
$2,847,540
CallShares
6,000
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, 2026WELLS FARGO & COMPANY/MN holds $2,092,444,137 across 14 Financial Data & Stock Exchanges names. MCO ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,525,443 | $973,047,956 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
2,474,906 | $304,685,674 | |
| 3 | CME |
Cme Group Inc.
|
1,099,691 | $242,844,761 | |
| 4 | MSCI |
MSCI Inc.
|
281,790 | $157,813,669 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
262,244 | $118,775,551 | |
| 6 | FDS |
Factset Research Systems Inc
|
369,718 | $85,064,715 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
1,041,113 | $82,060,524 | |
| 8 | COIN |
Coinbase Global, Inc.
|
525,504 | $76,823,427 |
All Filings in MCO
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,775,551 | 262,244 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $73,697,020 | 168,933 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $42,293,269 | 82,790 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $51,260,191 | 107,581 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $58,895,191 | 117,417 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $55,206,150 | 118,547 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $51,600,169 | 109,006 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $53,558,429 | 112,852 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $2,847,540 | 6,000 | Call | Defined | 2024-11-13 | |
| 2024-06-30 | $4,798,602 | 11,400 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $63,107,508 | 149,924 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $49,607,458 | 126,218 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $55,282,594 | 141,547 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $47,624,370 | 150,629 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $46,311,086 | 133,185 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $41,204,060 | 134,645 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $34,637,201 | 124,317 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $29,002,291 | 119,297 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $38,029,835 | 139,831 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $65,165,341 | 193,134 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $78,941,292 | 202,113 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $66,511,743 | 187,299 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $81,391,921 | 224,610 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $85,964,441 | 287,882 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $105,240,730 | 362,599 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $85,799,076 | 296,012 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $88,005,906 | 320,336 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $54,170,013 | 256,123 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||