Position in MCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$109,780,108
+$39,863,195 QoQ
Shares Held
242,383
+51.2% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#81
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Derivatives in MCO
reported options exposure · as of Dec 31, 2024CallValue
$2,366,850
CallShares
5,000
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, 2026CITIGROUP INC holds $930,113,773 across 13 Financial Data & Stock Exchanges names. MCO ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
552,865 | $213,017,741 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
1,335,347 | $164,394,568 | |
| 3 | CME |
Cme Group Inc.
|
551,195 | $121,720,390 | |
| 4 | MCO |
Moodys Corp /De/
This page
|
242,383 | $109,780,108 | |
| 5 | COIN |
Coinbase Global, Inc.
|
694,646 | $101,550,297 | |
| 6 | MSCI |
MSCI Inc.
|
113,598 | $63,619,423 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
243,987 | $59,208,323 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
670,846 | $52,876,079 |
All Filings in MCO
Export CSV
45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,780,108 | 242,383 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $69,916,913 | 160,268 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $66,811,515 | 130,785 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $56,335,182 | 118,232 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $124,238,825 | 247,690 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $79,728,454 | 171,205 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,366,850 | 5,000 | Call | Defined | 2025-02-12 | |
| 2024-12-31 | $38,244,980 | 80,793 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $46,285,337 | 97,527 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $50,318,390 | 119,541 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $37,804,766 | 96,188 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $35,269,910 | 90,306 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $50,106,619 | 158,480 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $64,222,142 | 184,695 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $38,297,788 | 125,148 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $30,892,269 | 110,876 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $32,331,196 | 132,990 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $2,187,990 | 9,000 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $2,447,730 | 9,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $33,891,810 | 124,616 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $51,106,141 | 151,466 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $8,097,840 | 24,000 | Call | Defined | 2022-05-12 | |
| 2021-12-31 | $5,858,700 | 15,000 | Call | Defined | 2022-02-10 | |
| 2021-12-31 | $72,266,672 | 185,024 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $13,671,735 | 38,500 | Put | Defined | 2021-11-10 | |
| 2021-09-30 | $31,036,614 | 87,400 | Call | Defined | 2021-11-10 | |
| 2021-09-30 | $50,289,965 | 141,618 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $29,496,918 | 81,400 | Call | Defined | 2021-08-10 | |
| 2021-06-30 | $13,951,245 | 38,500 | Put | Defined | 2021-08-10 | |
| 2021-06-30 | $64,846,110 | 178,950 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $11,496,485 | 38,500 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $89,042,812 | 298,191 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $28,995,031 | 97,100 | Call | Defined | 2021-05-13 | |
| 2020-12-31 | $522,432 | 1,800 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $11,986,912 | 41,300 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $167,054,885 | 575,575 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $141,173,468 | 487,057 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $1,246,355 | 4,300 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $15,912,765 | 54,900 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $15,714,556 | 57,200 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $101,837,187 | 370,681 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $1,785,745 | 6,500 | Put | Defined | 2020-08-12 | |
| 2020-03-31 | $2,897,550 | 13,700 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $11,294,100 | 53,400 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $69,670,847 | 329,413 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||