Position in MCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,234,085
-$34,596 QoQ
Shares Held
18,180
-4.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#346
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $130,083,966 across 11 Financial Data & Stock Exchanges names. MCO ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
87,330 | $33,648,226 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
350,323 | $27,612,458 | |
| 3 | CME |
Cme Group Inc.
|
109,593 | $24,201,420 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
105,856 | $13,031,930 | |
| 5 | MCO |
Moodys Corp /De/
This page
|
18,180 | $8,234,085 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
33,636 | $8,162,447 | |
| 7 | COIN |
Coinbase Global, Inc.
|
35,807 | $5,234,625 | |
| 8 | FDS |
Factset Research Systems Inc
|
17,745 | $4,082,768 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,234,085 | 18,180 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $8,268,681 | 18,954 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $10,161,317 | 19,891 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $10,014,656 | 21,018 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $12,729,350 | 25,378 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $11,837,372 | 25,419 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $12,729,391 | 26,891 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $13,183,160 | 27,778 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,323,015 | 26,900 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $11,145,150 | 28,357 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,844,678 | 27,767 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $12,944,314 | 40,941 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,658,574 | 24,901 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $10,742,218 | 35,103 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $9,806,029 | 35,195 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $8,764,600 | 36,052 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $9,992,991 | 36,743 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $36,625,516 | 108,549 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $45,281,890 | 115,935 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $43,829,095 | 123,424 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $43,863,075 | 121,045 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $36,687,222 | 122,860 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $39,387,017 | 135,705 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $31,031,049 | 107,059 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $21,315,473 | 77,587 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $12,609,840 | 59,621 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||