SCHWARTZ INVESTMENT COUNSEL INC

Position in MCO — Moodys Corp /De/

CIK 909151 PLYMOUTH, MI

Position in MCO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$69,296,760

+$2,550,510 QoQ

Shares Held

153,000

0.0% QoQ

Ownership

0.088%

of shares outstanding

% of Portfolio

2.42%

of 13F equity value

Holder Rank

#105

of 1,401 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SCHWARTZ INVESTMENT COUNSEL INC holds $176,720,277 across 5 Financial Data & Stock Exchanges names. MCO ranks #2 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	222,551	$81,124,493
2	MCO	Moodys Corp /De/ This page	153,000	$69,296,760
3	ICE	Intercontinental Exchange, Inc.	109,300	$13,455,923
4	MSCI	MSCI Inc.	20,054	$11,231,042
5	CME	Cme Group Inc.	7,300	$1,612,059

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,296,760	153,000	0.0%	Shares	Sole	2026-07-27
2026-03-31	$66,746,250	153,000	+29.4%	Shares	Sole	2026-05-04
2025-12-31	$60,382,470	118,200	0.0%	Shares	Sole	2026-02-04
2025-09-30	$56,319,936	118,200	0.0%	Shares	Sole	2025-10-29
2025-06-30	$59,287,938	118,200	0.0%	Shares	Sole	2025-07-30
2025-03-31	$55,044,558	118,200	0.0%	Shares	Sole	2025-04-24
2024-12-31	$55,952,334	118,200	0.0%	Shares	Sole	2025-01-29
2024-09-30	$56,096,538	118,200	-8.5%	Shares	Sole	2024-10-23
2024-06-30	$54,394,679	129,225	0.0%	Shares	Sole	2024-07-24
2024-03-31	$50,789,301	129,225	0.0%	Shares	Sole	2024-05-07
2023-12-31	$50,470,116	129,225	0.0%	Shares	Sole	2024-01-26
2023-09-30	$40,857,068	129,225	-0.4%	Shares	Sole	2023-10-17
2023-06-30	$45,107,977	129,725	-0.9%	Shares	Sole	2023-08-10
2023-03-31	$40,042,717	130,850	+3.3%	Shares	Sole	2023-05-09
2022-12-31	$35,308,119	126,725	0.0%	Shares	Sole	2023-02-13
2022-09-30	$30,808,114	126,725	-0.0%	Shares	Sole	2022-11-10
2022-06-30	$34,478,996	126,775	-27.4%	Shares	Sole	2022-08-11
2022-03-31	$58,913,810	174,606	+5.5%	Shares	Sole	2022-05-12
2021-12-31	$64,672,626	165,581	0.0%	Shares	Sole	2022-02-08
2021-09-30	$58,799,468	165,581	0.0%	Shares	Sole	2021-11-10
2021-06-30	$60,001,586	165,581	0.0%	Shares	Sole	2021-08-12
2021-03-31	$49,444,142	165,581	0.0%	Shares	Sole	2021-05-13
2020-12-31	$48,058,229	165,581	+0.0%	Shares	Sole	2021-02-12
2020-09-30	$47,971,914	165,506	0.0%	Shares	Sole	2020-11-17
2020-06-30	$45,469,463	165,506	+1.4%	Shares	Sole	2020-08-10
2020-03-31	$34,511,512	163,175	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.