CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in MCO — Moodys Corp /De/
CIK 884546
SAN FRANCISCO, CA
Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$544,005,834
+$43,830,813 QoQ
Shares Held
1,201,108
+4.8% QoQ
Ownership
0.693%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#23
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)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,631,891,631 across 11 Financial Data & Stock Exchanges names. MCO ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,570,476 | $990,399,268 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
1,201,108 | $544,005,834 | |
| 3 | CME |
Cme Group Inc.
|
2,181,318 | $481,700,453 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
3,438,416 | $423,303,393 | |
| 5 | MSCI |
MSCI Inc.
|
597,876 | $334,834,474 | |
| 6 | COIN |
Coinbase Global, Inc.
|
1,885,012 | $275,569,903 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
2,828,483 | $222,941,029 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
633,121 | $153,639,472 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,005,834 | 1,201,108 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $500,175,021 | 1,146,533 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $567,620,760 | 1,111,130 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $518,968,674 | 1,089,172 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $526,760,287 | 1,050,181 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $478,649,687 | 1,027,829 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $470,711,554 | 994,384 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $456,842,232 | 962,604 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $400,976,234 | 952,596 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $362,569,781 | 922,499 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $350,768,575 | 898,117 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $276,263,654 | 873,782 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $300,555,954 | 864,362 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $261,995,962 | 856,140 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $234,906,193 | 843,106 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $208,097,784 | 855,982 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $233,077,202 | 856,996 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $285,944,177 | 847,468 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $310,215,821 | 794,244 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $275,584,535 | 776,054 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $274,647,108 | 757,919 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $221,467,988 | 741,663 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $212,793,519 | 733,164 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $212,200,634 | 732,105 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $197,135,808 | 717,562 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $151,832,466 | 717,884 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||