Position in MCO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,556,017
+$1,607,634 QoQ
Shares Held
14,475
+27.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#368
of 1,401 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Derivatives in MCO
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,358,760
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Jefferies Financial Group Inc. holds $72,178,497 across 10 Financial Data & Stock Exchanges names. MCO ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
192,455 | $42,499,837 | |
| 2 | COIN |
Coinbase Global, Inc.
|
79,730 | $11,655,728 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
14,475 | $6,556,017 | |
| 4 | SPGI |
S&P Global Inc.
|
14,497 | $5,585,570 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
17,911 | $1,411,745 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
11,273 | $1,387,819 | |
| 7 | FDS |
Factset Research Systems Inc
|
5,113 | $1,176,399 | |
| 8 | MSCI |
MSCI Inc.
|
1,333 | $746,533 |
All Filings in MCO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,556,017 | 14,475 | Shares | Defined | 2026-08-17 | |
| 2026-06-30 | $1,358,760 | 3,000 | Put | Defined | 2026-08-17 | |
| 2026-03-31 | $436,250 | 1,000 | Put | Defined | 2026-05-08 | |
| 2026-03-31 | $4,948,383 | 11,343 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $285,565 | 559 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,095,904 | 2,300 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $4,775,282 | 10,022 | Shares | Defined | 2025-11-13 | |
| 2024-06-30 | $252,137 | 599 | Shares | Defined | 2024-08-13 | |
| 2023-06-30 | $9,768,845 | 28,094 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||