Position in MCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$537,337,491
-$42,007,741 QoQ
Shares Held
1,186,385
-10.7% QoQ
Ownership
0.685%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#24
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 23%
None 3%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $3,614,900,087 across 9 Financial Data & Stock Exchanges names. MCO ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
23,259,539 | $1,833,316,861 | |
| 2 | TRU |
TransUnion
|
10,667,983 | $769,588,289 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
1,186,385 | $537,337,491 | |
| 4 | CME |
Cme Group Inc.
|
1,480,387 | $326,913,856 | |
| 5 | SPGI |
S&P Global Inc.
|
242,438 | $93,410,778 | |
| 6 | MORN |
Morningstar, Inc.
|
244,324 | $38,119,429 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
57,836 | $14,035,058 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
14,669 | $1,805,899 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,337,491 | 1,186,385 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $579,345,232 | 1,328,012 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $669,522,561 | 1,310,605 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $702,545,457 | 1,474,449 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $762,073,708 | 1,519,316 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $738,897,280 | 1,586,672 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $684,750,528 | 1,446,544 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $985,115,476 | 2,075,719 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $662,050,486 | 1,572,828 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $540,323,097 | 1,374,763 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $488,092,591 | 1,249,725 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $356,498,429 | 1,127,553 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $395,430,311 | 1,137,209 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $675,507,626 | 2,207,397 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $854,399,372 | 3,066,540 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $765,383,695 | 3,148,302 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $788,438,307 | 2,898,990 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $790,534,756 | 2,342,950 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $741,785,626 | 1,899,190 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $682,235,553 | 1,921,195 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $801,752,681 | 2,212,525 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $659,270,259 | 2,207,797 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $645,395,367 | 2,223,661 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $588,516,075 | 2,030,416 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $672,909,922 | 2,449,350 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $619,189,090 | 2,927,608 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||