Position in MCO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,506,411
+$55,445 QoQ
Shares Held
3,326
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#641
of 1,401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $66,802,419 across 8 Financial Data & Stock Exchanges names. MCO ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
127,500 | $46,476,185 | |
| 2 | MSCI |
MSCI Inc.
|
31,217 | $17,482,768 | |
| 3 | MCO |
Moodys Corp /De/
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|
3,326 | $1,506,411 | |
| 4 | CME |
Cme Group Inc.
|
3,744 | $826,787 | |
| 5 | MORN |
Morningstar, Inc.
|
1,600 | $249,632 | |
| 6 | FDS |
Factset Research Systems Inc
|
541 | $124,473 | |
| 7 | COIN |
Coinbase Global, Inc.
|
683 | $99,847 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
295 | $36,316 |
All Filings in MCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,506,411 | 3,326 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,450,966 | 3,326 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,699,086 | 3,326 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,584,772 | 3,326 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,668,287 | 3,326 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,610,355 | 3,458 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,636,912 | 3,458 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,510,619 | 3,183 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,339,398 | 3,182 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,250,620 | 3,182 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $1,242,761 | 3,182 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $904,878 | 2,862 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $983,004 | 2,827 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $865,118 | 2,827 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $787,658 | 2,827 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $732,247 | 3,012 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $819,445 | 3,013 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,026,401 | 3,042 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,264,307 | 3,237 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,153,752 | 3,249 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $1,177,340 | 3,249 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $970,183 | 3,249 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $950,536 | 3,275 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $949,258 | 3,275 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $896,443 | 3,263 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $703,872 | 3,328 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||