Position in MCO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,515,346
+$222,673 QoQ
Shares Held
18,801
-1.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#344
of 1,408 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Derivatives in MCO
reported options exposure · as of Sep 30, 2025CallValue
$47,648
CallShares
100
PutValue
$0
PutShares
0
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, 2026Vontobel Holding Ltd. holds $730,402,465 across 8 Financial Data & Stock Exchanges names. MCO ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,230,645 | $271,763,332 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
1,777,811 | $218,866,309 | |
| 3 | MSCI |
MSCI Inc.
|
283,476 | $158,757,894 | |
| 4 | SPGI |
S&P Global Inc.
|
148,643 | $57,271,746 | |
| 5 | COIN |
Coinbase Global, Inc.
|
87,066 | $12,728,178 | |
| 6 | MCO |
Moodys Corp /De/
This page
|
18,801 | $8,515,346 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
23,290 | $1,835,716 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
2,736 | $663,944 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,515,346 | 18,801 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $8,292,673 | 19,009 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $10,269,615 | 20,103 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $47,648 | 100 | Call | Defined | 2025-10-15 | |
| 2025-09-30 | $10,138,062 | 21,277 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $50,159 | 100 | Call | Defined | 2025-07-23 | |
| 2025-06-30 | $11,690,054 | 23,306 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $11,564,011 | 24,832 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $12,461,936 | 26,326 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $13,278,076 | 27,978 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $11,867,698 | 28,194 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $12,004,313 | 30,543 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $15,104,905 | 38,675 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $12,570,918 | 39,760 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $15,099,044 | 43,423 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $14,105,684 | 46,094 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $13,311,904 | 47,778 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,411,604 | 34,600 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $9,328,296 | 34,299 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $9,396,866 | 27,850 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,385,910 | 26,591 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,406,749 | 57,466 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $11,659,253 | 32,175 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $5,751,824 | 19,262 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $5,477,698 | 18,873 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||