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OPPENHEIMER ASSET MANAGEMENT INC.: MCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on MCO, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 42,229 MCO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,229 shares
    Change vs previous 13F -120 shares

    0.1% of the 13F portfolio, value $19,126,357.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 23,257 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 18,972 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 42,349 shares
    Change vs previous 13F +11,830 shares

    0.11% of the 13F portfolio, value $18,474,751.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 23,292 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,057 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,519 shares
    Change vs previous 13F +105 shares

    0.1% of the 13F portfolio, value $15,590,632.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 11,276 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,243 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,414 shares
    Change vs previous 13F -2,844 shares

    0.08% of the 13F portfolio, value $14,491,662.

    13F-HR 0001085146-25-005973 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 10,907 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 19,507 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,258 shares
    Change vs previous 13F +8,414 shares

    0.1% of the 13F portfolio, value $16,681,879.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 11,072 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,186 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,844 shares
    Change vs previous 13F +861 shares

    0.08% of the 13F portfolio, value $11,569,603.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 2,603 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 22,241 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,983 shares
    Change vs previous 13F -230 shares

    0.08% of the 13F portfolio, value $11,352,834.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 2,253 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 21,730 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,213 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $11,491,248.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 2,391 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 21,822 shares

    Acceptance time not in the bulk data set (spec §4.2).