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Moody's (MCO) Institutional Ownership

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$499.81 -2.62 (-0.52%)
Closing price 03:59 PM Eastern
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$499.82 +0.01 (+0.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Moody's (NYSE:MCO)

Current
Institutional Ownership
Percentage
92.11%
Number of
Institutional Buyers
(last 12 months)
840
Total
Institutional Inflows
(last 12 months)
$8.91B
Number of
Institutional Sellers
(last 12 months)
551
Total
Institutional Outflows
(last 12 months)
$8.17B
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MCO Institutional Buying and Selling by Quarter

Moody's Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Caledonia Investments PLC118,800$59.55M5.9%+12.0%0.066%
7/17/2025Greenleaf Trust6,021$3.02M0.0%-9.8%0.003%
7/17/2025 Capital Investment Advisors LLC3,484$1.75M0.0%+7.4%0.002%
7/17/2025Campbell Newman Asset Management Inc.45,495$22.82M1.8%-3.5%0.025%
7/17/2025HB Wealth Management LLC13,636$6.84M0.1%+0.8%0.008%
7/17/2025Janney Montgomery Scott LLC31,505$15.80M0.0%-19.1%0.018%
7/17/2025Invesco LLC1,470$737K0.3%+18.4%0.001%
7/17/2025GC Wealth Management RIA LLC2,187$1.10M0.1%+142.2%0.001%
7/17/2025Generate Investment Management Ltd9,072$4.55M0.3%N/A0.005%
7/17/2025V Square Quantitative Management LLC3,352$1.68M0.2%+1.9%0.002%
7/17/2025Norris Perne & French LLP MI56,993$28.59M2.0%-0.1%0.032%
7/17/2025Clean Yield Group7,645$3.84M1.1%+84.1%0.004%
7/17/2025Moody Lynn & Lieberson LLC410$206K0.0%N/A0.000%
7/17/2025Smith Salley Wealth Management10,457$5.25M0.3%+3.8%0.006%
7/17/2025Sonora Investment Management Group LLC402$202K0.0%N/A0.000%
7/17/2025Crown Oak Advisors LLC16,673$8.36M4.0%+1.2%0.009%
7/17/2025KG&L Capital Management LLC1,818$912K0.3%+10.7%0.001%
7/17/2025LVW Advisors LLC2,462$1.24M0.1%+5.2%0.001%
7/16/2025 Spirepoint Private Client LLC1,218$611K0.1%+3.5%0.001%
7/16/2025 Signaturefd LLC4,507$2.26M0.0%-2.2%0.003%
7/16/2025 ORG Partners LLC66$33K0.0%+50.0%0.000%
7/16/2025 State of Alaska Department of Revenue17,365$8.71M0.1%-4.3%0.010%
7/16/2025 Patton Fund Management Inc.3,721$1.87M1.3%-40.1%0.002%
7/16/2025 Kathmere Capital Management LLC642$322K0.0%-3.3%0.000%
7/16/2025 ST Germain D J Co. Inc.224$112K0.0%+72.3%0.000%
7/16/2025 Evergreen Private Wealth LLC201$101K0.0%-22.4%0.000%
7/16/2025 Novem Group1,874$940K0.1%-18.6%0.001%
7/16/2025 Beaumont Financial Advisors LLC407$204K0.0%N/A0.000%
7/16/2025 Congress Asset Management Co.224,420$112.57M0.8%-0.5%0.125%
7/16/2025 Hartford Investment Management Co.9,329$4.68M0.1%-1.2%0.005%
7/16/2025 Bank Pictet & Cie Europe AG54,954$27.56M0.6%-21.8%0.031%
7/16/2025 Banque Pictet & Cie SA87,581$43.93M0.3%-25.0%0.049%
7/16/2025 PineStone Asset Management Inc.2,311,020$1.16B7.5%+10.3%1.285%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH355$178K0.0%-93.0%0.000%
7/16/2025 Perigon Wealth Management LLC55,380$27.78M0.6%+0.2%0.031%
7/15/2025 Beacon Investment Advisory Services Inc.3,883$1.95M0.1%-25.5%0.002%
7/15/2025 Public Employees Retirement System of Ohio73,387$36.81M0.1%-0.2%0.041%
7/15/2025 Chronos Wealth Management LLC1,250$627K0.3%-3.8%0.001%
7/15/2025 IMS Capital Management4,296$2.16M1.0%N/A0.002%
7/15/2025 Ballentine Partners LLC11,858$5.95M0.1%-8.8%0.007%
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7/15/2025 Cigna Investments Inc. New1,531$768K0.1%-4.4%0.001%
7/15/2025 Accurate Wealth Management LLC937$474K0.1%+10.8%0.001%
7/15/2025 Maseco LLP553$277K0.0%N/A0.000%
7/15/2025 Fifth Third Bancorp34,227$17.17M0.1%-1.8%0.019%
7/15/2025 MCF Advisors LLC5,068$2.54M0.2%+1.4%0.003%
7/14/2025 CHICAGO TRUST Co NA1,768$887K0.1%N/A0.001%
7/14/2025 Golden State Equity Partners459$230K0.0%-23.8%0.000%
7/14/2025 GAMMA Investing LLC2,440$1.22M0.1%+41.5%0.001%
7/14/2025 Maryland Capital Advisors Inc.94$47K0.0%N/A0.000%
7/14/2025 Park Avenue Securities LLC3,759$1.89M0.0%+3.1%0.002%
7/14/2025 Avanza Fonder AB10,550$5.29M0.2%-11.6%0.006%
7/14/2025 Matrix Trust Co682$342K0.1%+40.0%0.000%
7/14/2025 Sowell Financial Services LLC1,547$776K0.0%+16.5%0.001%
7/14/2025 Physician Wealth Advisors Inc.107$54K0.0%+33.8%0.000%
7/11/2025 Walter Public Investments Inc.46,610$23.38M4.0%+5.4%0.026%
7/11/2025 BTC Capital Management Inc.400$201K0.0%N/A0.000%
7/11/2025 Farther Finance Advisors LLC1,750$878K0.0%-1.7%0.001%
7/11/2025 CX Institutional1,235$620K0.0%+14.8%0.001%
7/11/2025 UMB Bank n.a.9,509$4.77M0.1%+7.3%0.005%
7/11/2025 Assenagon Asset Management S.A.126,726$63.56M0.1%-8.5%0.070%
7/11/2025 IFM Investors Pty Ltd30,626$15.36M0.1%+5.6%0.017%
7/10/2025 Canoe Financial LP425,642$213.50M3.0%-5.2%0.237%
7/10/2025 Triangle Securities Wealth Management2,167$1.09M0.3%-1.8%0.001%
7/10/2025 Carderock Capital Management Inc.16,613$8.33M2.1%-17.3%0.009%
7/10/2025 Baker Tilly Wealth Management LLC536$269K0.1%+6.8%0.000%
7/10/2025 Exchange Traded Concepts LLC3,174$1.59M0.0%+33.0%0.002%
7/10/2025 Marshall Financial Group LLC3,568$1.79M0.4%-6.4%0.002%
7/10/2025 Fulton Bank N.A.1,291$648K0.0%-6.0%0.001%
7/10/2025 NorthCrest Asset Manangement LLC35,762$18.06M0.5%-3.3%0.020%
7/10/2025 Wealth Enhancement Advisory Services LLC23,280$11.76M0.0%+3.3%0.013%
7/10/2025 Mn Services Vermogensbeheer B.V.60,572$30.38M0.2%-0.5%0.034%
7/10/2025 HWG Holdings LP4,331$2.17M0.6%-78.6%0.002%
7/10/2025 Wedmont Private Capital2,385$1.20M0.1%-1.7%0.001%
7/10/2025 Swedbank AB68,555$34.39M0.0%+1.2%0.038%
7/10/2025 Baader Bank Aktiengesellschaft2,592$1.30M0.1%+14.0%0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd20,207$10.14M0.1%+1.8%0.011%
7/10/2025 Sovran Advisors LLC419$209K0.0%N/A0.000%
7/10/2025 Threadgill Financial LLC19,440$9.75M5.2%+90.6%0.011%
7/10/2025 Sunflower Bank N.A.887$445K0.1%-5.0%0.000%
7/9/2025 Sivia Capital Partners LLC533$267K0.1%N/A0.000%
7/9/2025 Sarasin & Partners LLP420,259$210.80M2.1%-5.8%0.234%
7/9/2025 Lineweaver Wealth Advisors LLC1,602$804K0.1%-21.9%0.001%
7/9/2025 Taylor Hoffman Capital Management LLC10,274$5.15M1.8%+2.6%0.006%
7/9/2025 Pallas Capital Advisors LLC906$455K0.0%N/A0.001%
7/9/2025 Gateway Investment Advisers LLC3,108$1.56M0.0%N/A0.002%
7/9/2025 Baron Wealth Management LLC603$303K0.1%N/A0.000%
7/9/2025 Aaron Wealth Advisors LLC1,244$624K0.1%+3.2%0.001%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.13,405$6.72M0.4%-6.3%0.007%
7/9/2025 Thrive Wealth Management LLC437$219K0.0%N/A0.000%
7/9/2025 Fiduciary Alliance LLC13,345$6.69M0.5%-10.2%0.007%
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7/9/2025 Central Bank & Trust Co.11,051$5.54M0.9%-10.0%0.006%
7/9/2025 Riversedge Advisors LLC2,016$1.01M0.2%+1.9%0.001%
7/9/2025 Czech National Bank37,817$18.97M0.1%+6.4%0.021%
7/9/2025 MassMutual Private Wealth & Trust FSB562$282K0.0%-5.1%0.000%
7/8/2025 Everpar Advisors LLC596$299K0.1%-5.1%0.000%
7/8/2025 Webster Bank N. A.5,547$2.78M0.3%+2.7%0.003%
7/8/2025 Canandaigua National Trust Co of Florida877$440K0.3%N/A0.000%
7/8/2025 Boltwood Capital Management735$369K0.1%-2.6%0.000%
7/8/2025 E. Ohman J or Asset Management AB6,643$3.33M0.1%-5.5%0.004%
7/8/2025 Parallel Advisors LLC4,347$2.18M0.0%-4.5%0.002%
(Data available from 1/1/2016 forward)

MCO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MCO shares?

During the previous two years, 1,323 institutional investors and hedge funds held shares of Moody's. The most heavily invested institutionals were Vanguard Group Inc. ($6.90B), TCI Fund Management Ltd. ($4.71B), BlackRock Inc. ($4.37B), State Street Corp ($3.34B), FMR LLC ($2.89B), Geode Capital Management LLC ($1.74B), and Bank of New York Mellon Corp ($1.27B).Learn more on Moody's' institutional investors.

What percentage of Moody's' stock is owned by institutional investors?

92.11% of Moody's' stock is owned by institutional investors. Learn more on MCO's institutional investor holdings.

Which institutional investors have been buying Moody's' stock?

Of the 1,104 institutional investors that purchased Moody's' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($3.93M), Bank Julius Baer & Co. Ltd Zurich ($3.12M), PineStone Asset Management Inc. ($2.94M), Veritas Asset Management LLP ($1.84M), TCI Fund Management Ltd. ($1.68M), Massachusetts Financial Services Co. MA ($963.26K), and International Assets Investment Management LLC ($945.85K).

How much institutional buying is happening at Moody's?

Institutional investors have bought a total of 19,084,136 shares in the last 24 months. This purchase volume represents approximately $8.93B in transactions.

Which of Moody's' major shareholders have been selling company stock?

Of the 551 institutional investors that sold Moody's' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Baillie Gifford & Co. ($2.46M), Fiera Capital Corp ($1.24M), Akre Capital Management LLC ($927.42K), PineStone Asset Management Inc. ($793.23K), Jennison Associates LLC ($764.18K), Principal Financial Group Inc. ($745.13K), and International Assets Investment Management LLC ($723.61K).

How much institutional selling is happening at Moody's?

Institutional investors have sold a total of 17,563,125 shares in the last 24 months. This volume of shares sold represents approximately $8.17B in transactions.



This page (NYSE:MCO) was last updated on 7/18/2025 by MarketBeat.com Staff
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