Position in MCO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$21,591,757
-$2,171,451 QoQ
Shares Held
49,494
+6.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Swiss Life Asset Management Ltd holds $296,508,795 across 11 Financial Data & Stock Exchanges names. MCO ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
642,030 | $189,623,559 | |
| 2 | SPGI |
S&P Global Inc.
|
61,462 | $24,732,492 | |
| 3 | MCO |
Moodys Corp /De/
This page
|
49,494 | $21,591,757 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
119,000 | $18,716,319 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
64,876 | $18,234,696 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
91,402 | $7,759,115 | |
| 7 | COIN |
Coinbase Global, Inc.
|
36,114 | $6,305,865 | |
| 8 | MSCI |
MSCI Inc.
|
10,169 | $5,481,191 |
All Filings in MCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,591,757 | 49,494 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $23,763,208 | 46,517 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $19,924,486 | 41,816 | Shares | Defined | 2025-12-02 | |
| 2025-06-30 | $18,284,961 | 36,454 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $17,598,890 | 37,791 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $15,567,244 | 32,886 | Shares | Defined | 2025-12-09 | |
| 2024-09-30 | $10,501,252 | 22,127 | Shares | Defined | 2025-12-09 | |
| 2024-06-30 | $10,353,194 | 24,596 | Shares | Sole | 2025-12-09 | |
| 2024-03-31 | $3,018,863 | 7,681 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $10,880,219 | 27,858 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $12,469,112 | 39,438 | Shares | Sole | 2025-12-09 | |
| 2023-06-30 | $12,734,548 | 36,623 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $9,036,158 | 29,528 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $9,406,210 | 33,760 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $8,759,252 | 36,030 | Shares | Defined | 2025-12-09 | |
| 2022-06-30 | $13,508,477 | 49,669 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $9,538,918 | 28,271 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $13,401,189 | 34,311 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $10,863,524 | 30,592 | Shares | Defined | 2025-12-29 | |
| 2021-06-30 | $11,727,742 | 32,364 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $10,503,308 | 35,174 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $10,412,940 | 35,877 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $4,749,192 | 16,385 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $4,234,687 | 15,414 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $5,626,111 | 26,601 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||