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Moody's (MCO) Institutional Ownership

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$453.24 +6.24 (+1.40%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Moody's (NYSE:MCO)

Current
Institutional Ownership
Percentage
92.11%
Number of
Institutional Buyers
(last 12 months)
761
Total
Institutional Inflows
(last 12 months)
$8.51B
Number of
Institutional Sellers
(last 12 months)
529
Total
Institutional Outflows
(last 12 months)
$7.30B
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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
4/30/2025Genus Capital Management Inc.3,013$1.40M0.2%-190.8%0.002%
4/30/2025Mar Vista Investment Partners LLC92,522$43.09M3.5%-12.2%0.051%
4/30/2025State of Michigan Retirement System44,606$20.77M0.1%-0.7%0.025%
4/30/2025Cerity Partners LLC43,067$20.06M0.0%-2.2%0.024%
4/30/2025Pelham Capital Ltd.23,047$10.73M5.6%+36.6%0.013%
4/30/2025Alps Advisors Inc.13,719$6.39M0.0%+1.2%0.008%
4/30/2025Allworth Financial LP1,085$477K0.0%+8.4%0.001%
4/30/2025Quotient Wealth Partners LLC595$277K0.0%-3.7%0.000%
4/30/2025Bridges Investment Management Inc.3,040$1.42M0.0%-3.9%0.002%
4/30/2025Nisa Investment Advisors LLC66,885$31.15M0.2%-0.3%0.037%
4/30/2025Banque Pictet & Cie SA116,733$54.36M0.4%-2.7%0.065%
4/30/2025Wealth Advisory Solutions LLC660$307K0.1%+48.0%0.000%
4/30/2025New Mexico Educational Retirement Board7,292$3.40M0.1%-2.7%0.004%
4/30/2025Westbourne Investment Advisors Inc.2,661$1.24M0.4%-5.0%0.001%
4/30/2025Linden Thomas Advisory Services LLC6,005$2.80M0.4%+8.0%0.003%
4/30/2025Flossbach Von Storch SE180,643$84.12M0.4%-10.4%0.100%
4/30/2025DekaBank Deutsche Girozentrale109,042$49.63M0.1%-0.4%0.061%
4/30/2025M&T Bank Corp61,662$28.72M0.1%-5.0%0.034%
4/30/2025Stratos Wealth Advisors LLC1,042$485K0.0%-2.5%0.001%
4/30/2025Walter Public Investments Inc.44,219$20.59M3.8%+5.6%0.025%
4/30/2025Brown Advisory Inc.678,507$315.97M0.5%-0.2%0.377%
4/30/2025Ninety One SA PTY Ltd18,762$8.65M1.6%+241.2%0.010%
4/30/2025Ninety One UK Ltd828,299$385.73M1.1%-45.4%0.460%
4/30/2025Ninety One North America Inc.45,589$21.23M1.4%-48.0%0.025%
4/30/2025Crossmark Global Holdings Inc.26,424$12.31M0.2%+62.2%0.015%
4/29/2025 Raleigh Capital Management Inc.131$61K0.0%-36.7%0.000%
4/29/2025 TD Private Client Wealth LLC379$176K0.0%+8.0%0.000%
4/29/2025 Envestnet Asset Management Inc.447,444$208.37M0.1%+70.0%0.249%
4/29/2025 Hexagon Capital Partners LLC239$111K0.0%-19.5%0.000%
4/29/2025 Penserra Capital Management LLC771$358K0.0%-32.0%0.000%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.14,300$6.66M0.4%-2.1%0.008%
4/29/2025 McGlone Suttner Wealth Management Inc.810$377K0.1%+8.6%0.000%
4/29/2025 Concurrent Investment Advisors LLC3,282$1.53M0.0%+289.8%0.002%
4/29/2025 Simmons Bank609$284K0.0%-19.8%0.000%
4/29/2025 Bank of New York Mellon Corp2,718,296$1.27B0.3%-3.4%1.511%
4/29/2025 Impax Asset Management Group plc1,377$641K0.0%N/A0.001%
4/29/2025 Kintegral Advisory LLC10,625$4.95M0.7%-32.9%0.006%
4/29/2025 Catalyst Capital Advisors LLC527$245K0.0%+45.2%0.000%
4/29/2025 SMART Wealth LLC823$383K0.1%N/A0.000%
4/29/2025 IFM Investors Pty Ltd32,090$15.23M0.2%+10.0%0.018%
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4/29/2025 OneDigital Investment Advisors LLC1,376$641K0.0%-42.7%0.001%
4/29/2025 Davidson Trust Co.1,641$764K0.4%N/A0.001%
4/29/2025 Values Added Financial LLC795$370K0.2%+4.1%0.000%
4/28/2025 D.A. Davidson & CO.3,735$1.74M0.0%+16.5%0.002%
4/28/2025 Principal Financial Group Inc.662,844$308.68M0.2%-11.1%0.368%
4/28/2025 Mutual Advisors LLC775$340K0.0%-9.1%0.000%
4/28/2025 Oregon Public Employees Retirement Fund13,269$6.18M0.1%-0.7%0.007%
4/28/2025 Smart Money Group LLC2,006$934K0.8%+31.4%0.001%
4/28/2025 Teacher Retirement System of Texas92,852$43.24M0.2%+0.6%0.052%
4/28/2025 First Horizon Advisors Inc.1,780$829K0.0%+29.4%0.001%
4/28/2025 Baskin Financial Services Inc.106,530$49.61M4.0%-1.2%0.059%
4/28/2025 Novem Group2,303$1.07M0.2%+32.6%0.001%
4/28/2025 Private Trust Co. NA444$207K0.0%-5.3%0.000%
4/28/2025 Fiduciary Group LLC46,572$21.69M2.2%-0.3%0.026%
4/28/2025 Horizon Financial Services LLC2,328$1.08M0.0%+77,500.0%0.001%
4/28/2025 Aaron Wealth Advisors LLC1,205$561K0.1%+2.1%0.001%
4/28/2025 Keybank National Association OH10,400$4.84M0.0%+11.7%0.006%
4/28/2025 Rossby Financial LCC424$186K0.1%-6.0%0.000%
4/28/2025 DAVENPORT & Co LLC5,147$2.40M0.0%+10.3%0.003%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd19,856$9.25M0.1%+6.1%0.011%
4/28/2025 Smith Group Asset Management LLC1,447$674K0.1%+3.6%0.001%
4/28/2025 Vontobel Holding Ltd.24,832$11.56M0.0%-5.7%0.014%
4/25/2025 JNBA Financial Advisors275$128K0.0%-8.3%0.000%
4/25/2025 Mather Group LLC.1,094$510K0.0%-19.7%0.001%
4/25/2025 Alta Advisers Ltd811$378K0.2%+58.7%0.000%
4/25/2025 Smith Salley Wealth Management10,075$4.69M0.3%+3.8%0.006%
4/25/2025 Ameritas Advisory Services LLC479$223K0.0%N/A0.000%
4/25/2025 New York State Teachers Retirement System127,105$59.19M0.1%-4.8%0.071%
4/25/2025 Amalgamated Bank35,399$16.49M0.1%+1.3%0.020%
4/25/2025 Shilanski & Associates Inc.3,428$1.60M0.5%+5.4%0.002%
4/25/2025 Avidian Wealth Enterprises LLC507$236K0.0%+18.7%0.000%
4/25/2025 Hills Bank & Trust Co3,087$1.44M0.1%-0.8%0.002%
4/25/2025 KBC Group NV93,482$43.53M0.1%+6.5%0.052%
4/25/2025 K.J. Harrison & Partners Inc15,675$7.30M1.4%+0.5%0.009%
4/25/2025 Sumitomo Mitsui Trust Group Inc.373,560$173.96M0.1%-7.6%0.208%
4/24/2025 Sunbelt Securities Inc.780$363K0.0%+657.3%0.000%
4/24/2025 Allspring Global Investments Holdings LLC7,430$3.48M0.0%-1.4%0.004%
4/24/2025 Mirae Asset Global Investments Co. Ltd.18,842$8.69M0.0%+14.5%0.010%
4/24/2025 Achmea Investment Management B.V.50,669$23.60M0.3%+11.6%0.028%
4/24/2025 Artemis Investment Management LLP54,389$25.33M0.4%-12.5%0.030%
4/24/2025 Transcend Capital Advisors LLC5,498$2.56M0.2%+0.6%0.003%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA2,051$884K0.0%-2.8%0.001%
4/24/2025 Diversified Trust Co6,074$2.83M0.1%+22.8%0.003%
4/24/2025 Board of the Pension Protection Fund1,100$512K0.6%+37.5%0.001%
4/24/2025 TFC Financial Management Inc.177$82K0.0%-18.1%0.000%
4/24/2025 PDS Planning Inc1,075$501K0.0%+6.3%0.001%
4/23/2025 KG&L Capital Management LLC1,643$765K0.2%+18.2%0.001%
4/23/2025 Sequoia Financial Advisors LLC3,784$1.76M0.0%+3.6%0.002%
4/23/2025 Robeco Institutional Asset Management B.V.316,349$147.32M0.3%+4.1%0.176%
4/23/2025 Value Partners Investments Inc.5,182$2.42M0.2%-0.7%0.003%
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4/23/2025 Perigon Wealth Management LLC55,264$25.74M0.7%-0.1%0.031%
4/23/2025 Alpine Bank Wealth Management105$49K0.0%N/A0.000%
4/23/2025 Golden State Wealth Management LLC103$48K0.0%+5,050.0%0.000%
4/23/2025 Bessemer Group Inc.9,114$4.24M0.0%+97.3%0.005%
4/23/2025 Spire Wealth Management4,935$2.30M0.1%-5.4%0.003%
4/23/2025 Mattern Capital Management LLC1,143$532K0.1%+15.7%0.001%
4/23/2025 Golden State Equity Partners602$280K0.1%-19.5%0.000%
4/23/2025 International Assets Investment Management LLC1,356$631K0.0%+24.4%0.001%
4/23/2025 Invesco LLC1,242$578K0.2%+39.1%0.001%
4/23/2025 Chevy Chase Trust Holdings LLC87,070$40.55M0.1%-1.5%0.048%
(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, 1,261 institutional investors and hedge funds held shares of Moody's. The most heavily invested institutionals were Vanguard Group Inc. ($6.96B), 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 Akre Capital Management LLC ($1.46B).Learn more on MCO'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 1,057 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), TCI Fund Management Ltd. ($2.84M), PineStone Asset Management Inc. ($2.72M), Veritas Asset Management LLP ($1.84M), International Assets Investment Management LLC ($945.85K), and FMR LLC ($929.03K).

How much institutional buying is happening at Moody's?

Institutional investors have bought a total of 39,465,938 shares in the last 24 months. This purchase volume represents approximately $15.79B in transactions.

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

Of the 704 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. ($3.64M), Principal Financial Group Inc. ($2.41M), Ninety One UK Ltd ($2.03M), Fiera Capital Corp ($1.87M), Flossbach Von Storch AG ($1.87M), FMR LLC ($1.59M), and PineStone Asset Management Inc. ($1.38M).

How much institutional selling is happening at Moody's?

Institutional investors have sold a total of 33,757,025 shares in the last 24 months. This volume of shares sold represents approximately $13.39B in transactions.



This page (NYSE:MCO) was last updated on 4/30/2025 by MarketBeat.com Staff
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