Position in MCO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$10,161,135
+$4,400,791 QoQ
Shares Held
23,292
+106.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026OPPENHEIMER & CO INC holds $35,050,718 across 11 Financial Data & Stock Exchanges names. MCO ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
34,647 | $10,232,991 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
23,292 | $10,161,135 | |
| 3 | COIN |
Coinbase Global, Inc.
|
29,353 | $5,125,327 | |
| 4 | SPGI |
S&P Global Inc.
|
5,391 | $2,293,007 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
6,942 | $1,951,187 | |
| 6 | MSCI |
MSCI Inc.
|
2,984 | $1,608,405 | |
| 7 | FDS |
Factset Research Systems Inc
|
4,378 | $949,982 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
11,190 | $949,919 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,161,135 | 23,292 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,760,344 | 11,276 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,196,967 | 10,907 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,553,604 | 11,072 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,212,191 | 2,603 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,066,502 | 2,253 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,134,744 | 2,391 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,004,759 | 2,387 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $940,520 | 2,393 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $856,107 | 2,192 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $614,002 | 1,942 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $529,577 | 1,523 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $370,896 | 1,212 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $337,687 | 1,212 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $327,712 | 1,348 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $382,933 | 1,408 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $490,256 | 1,453 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $561,654 | 1,438 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $492,182 | 1,386 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $493,910 | 1,363 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $407,005 | 1,363 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $460,320 | 1,586 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $582,308 | 2,009 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $420,886 | 1,532 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $247,878 | 1,172 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||