Position in MCO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$26,952,813
+$1,953,509 QoQ
Shares Held
59,509
+3.8% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#182
of 1,401 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCO Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026J. Safra Sarasin Holding AG holds $132,223,572 across 9 Financial Data & Stock Exchanges names. MCO ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
373,625 | $82,507,607 | |
| 2 | MCO |
Moodys Corp /De/
This page
|
59,509 | $26,952,813 | |
| 3 | SPGI |
S&P Global Inc.
|
43,010 | $16,571,815 | |
| 4 | COIN |
Coinbase Global, Inc.
|
17,012 | $2,486,983 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
7,910 | $1,919,519 | |
| 6 | TRU |
TransUnion
|
8,986 | $648,250 | |
| 7 | MSCI |
MSCI Inc.
|
795 | $445,231 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
5,282 | $416,327 |
All Filings in MCO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,952,813 | 59,509 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $24,999,304 | 57,305 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $42,932,851 | 84,042 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $40,302,104 | 84,583 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $40,346,392 | 80,437 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $36,039,744 | 77,390 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $34,848,549 | 73,618 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $34,474,688 | 72,641 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $29,012,176 | 68,924 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||