Position in MCO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$122,028,876
-$6,839,810 QoQ
Shares Held
269,427
-8.8% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
4.58%
of 13F equity value
Holder Rank
#76
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, 2026DF DENT & CO INC holds $138,625,347 across 2 Financial Data & Stock Exchanges names. MCO ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
This page
|
269,427 | $122,028,876 | |
| 2 | MORN |
Morningstar, Inc.
|
106,374 | $16,596,471 |
All Filings in MCO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,028,876 | 269,427 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $128,868,686 | 295,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $179,782,418 | 351,928 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $191,166,158 | 401,205 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $214,778,831 | 428,196 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $202,936,059 | 435,775 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $213,878,506 | 451,821 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $228,538,814 | 481,550 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $218,874,339 | 519,978 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $211,158,904 | 537,259 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $213,123,514 | 545,687 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $200,407,200 | 633,859 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $223,217,810 | 641,947 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $200,706,277 | 655,860 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $171,785,947 | 616,560 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $152,051,933 | 625,445 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $160,213,991 | 589,087 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $195,673,506 | 579,928 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $225,964,981 | 578,537 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $217,553,525 | 612,637 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $258,828,570 | 714,266 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $225,982,075 | 756,780 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $218,970,987 | 754,448 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $215,822,889 | 744,602 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $193,422,282 | 704,045 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $165,292,960 | 781,527 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||