Position in MCO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$14,220,329
+$4,017,751 QoQ
Shares Held
31,397
+34.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#269
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $92,223,439 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
46,713 | $17,998,447 | |
| 2 | CME |
Cme Group Inc.
|
68,290 | $15,080,480 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
31,397 | $14,220,329 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
117,643 | $9,272,621 | |
| 5 | FDS |
Factset Research Systems Inc
|
32,742 | $7,533,279 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
56,182 | $6,916,566 | |
| 7 | MSCI |
MSCI Inc.
|
10,852 | $6,077,554 | |
| 8 | COIN |
Coinbase Global, Inc.
|
34,774 | $5,083,611 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,220,329 | 31,397 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $10,202,578 | 23,387 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,937,298 | 21,410 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $9,741,633 | 20,445 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,265,540 | 20,466 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,604,881 | 14,183 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,825,522 | 14,419 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,867,395 | 10,256 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,102,383 | 9,746 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,198,478 | 8,138 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,990,127 | 7,656 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,970,687 | 6,233 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,048,766 | 5,892 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,631,698 | 5,332 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,610,702 | 5,781 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,398,611 | 5,753 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,219,785 | 4,485 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,604,047 | 4,754 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,900,562 | 4,866 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,554,671 | 4,378 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,532,462 | 4,229 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,052,600 | 3,525 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $655,361 | 2,258 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $559,990 | 1,932 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $484,898 | 1,765 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $355,108 | 1,679 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||