Position in MCO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$149,600,379
-$107,284,558 QoQ
Shares Held
330,302
-43.9% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#63
of 1,401 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CallValue
$225,554
CallShares
498
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, 2026UBS Group AG holds $3,482,064,170 across 15 Financial Data & Stock Exchanges names. MCO ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,775,320 | $684,027,351 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
5,383,311 | $662,739,416 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
7,883,784 | $621,399,851 | |
| 4 | CME |
Cme Group Inc.
|
1,873,151 | $413,647,931 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,314,441 | $338,348,127 | |
| 6 | MSCI |
MSCI Inc.
|
392,796 | $219,981,468 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
|
800,010 | $194,138,425 | |
| 8 | MCO |
Moodys Corp /De/
This page
|
330,302 | $149,600,379 |
All Filings in MCO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,554 | 498 | Call | Defined | 2026-08-13 | |
| 2026-06-30 | $149,600,379 | 330,302 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $256,884,937 | 588,848 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,860,760 | 5,600 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $211,506,199 | 414,028 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $274,050,328 | 575,156 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $2,668,288 | 5,600 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $3,144,768 | 6,600 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $317,112,719 | 632,215 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $2,808,904 | 5,600 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $2,808,904 | 5,600 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $420,132,009 | 902,171 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $2,607,864 | 5,600 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $2,607,864 | 5,600 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $7,715,931 | 16,300 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $8,473,323 | 17,900 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $310,107,050 | 655,105 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,125,572 | 10,800 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $5,884,916 | 12,400 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $229,829,220 | 484,269 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $183,379,835 | 435,654 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $5,472,090 | 13,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $6,145,578 | 14,600 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $5,345,208 | 13,600 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $4,126,815 | 10,500 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $160,762,630 | 409,034 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $148,809,605 | 381,016 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $1,562,240 | 4,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $57,399,081 | 181,545 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $74,719,463 | 214,884 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $48,192,027 | 157,480 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $3,672,240 | 12,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $3,672,240 | 12,000 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $3,343,440 | 12,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $63,435,643 | 227,678 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $3,343,440 | 12,000 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $30,397,256 | 125,035 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $3,427,851 | 14,100 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $8,776,271 | 36,100 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $37,275,935 | 137,059 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $3,834,777 | 14,100 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $9,818,117 | 36,100 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $50,294,669 | 149,061 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $674,820 | 2,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $8,097,840 | 24,000 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $48,197,177 | 123,399 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $9,373,920 | 24,000 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $781,160 | 2,000 | Call | Defined | 2022-02-14 | |
| 2021-09-30 | $72,289,027 | 203,568 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $103,122,891 | 284,579 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||