Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$102,576,415
+$5,426,159 QoQ
Shares Held
226,478
+1.7% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#84
of 1,401 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $471,321,947 across 12 Financial Data & Stock Exchanges names. MCO ranks #3 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
1,016,389 | $125,127,649 | |
| 2 | SPGI |
S&P Global Inc.
|
302,138 | $116,413,230 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
226,478 | $102,576,415 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
716,201 | $56,450,962 | |
| 5 | CME |
Cme Group Inc.
|
108,310 | $23,918,096 | |
| 6 | MSCI |
MSCI Inc.
|
35,328 | $19,785,092 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
41,081 | $9,969,125 | |
| 8 | COIN |
Coinbase Global, Inc.
|
53,052 | $7,755,670 |
All Filings in MCO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,576,415 | 226,478 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $97,150,256 | 222,694 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,909,756 | 13,526 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,020,800 | 12,636 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,711,604 | 11,387 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,699,743 | 10,092 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $3,654,415 | 7,720 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,716,552 | 5,724 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,558,702 | 3,703 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $130,878 | 333 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $119,120 | 305 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $57,226 | 181 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $62,241 | 179 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,787 | 81 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,304 | 98 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,178 | 83 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $23,117 | 85 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $28,679 | 85 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $33,199 | 85 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $27,343 | 77 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $32,613 | 90 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $26,874 | 90 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $26,411 | 91 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||