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Moody's (MCO) Institutional Ownership

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$441.40 +0.04 (+0.01%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$441.94 +0.54 (+0.12%)
As of 05:55 AM 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)
805
Total
Institutional Inflows
(last 12 months)
$8.05B
Number of
Institutional Sellers
(last 12 months)
570
Total
Institutional Outflows
(last 12 months)
$4.75B
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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
10/2/2026 CX Institutional1,217$553K0.0%+6.3%0.001%
10/1/2026 Montecito Bank & Trust784$356K0.1%+4.0%0.000%
9/23/2026QRG Capital Management Inc.19,434$8.80M0.1%+7.9%0.011%
9/23/2026Envestnet Portfolio Solutions Inc.6,687$3.03M0.0%+8.0%0.004%
9/22/2026Andra AP fonden25,359$11.49M0.1%-19.8%0.015%
9/15/2026SkyView Investment Advisors LLC1,800$815K0.7%+73.7%0.001%
9/9/2026Junto Capital Management LP260,298$117.89M2.1%+195.1%0.150%
9/9/2026Blue Edge Capital LLC1,135$514K0.1%-8.9%0.001%
9/9/2026Sequoia Financial Advisors LLC6,044$2.74M0.0%+11.0%0.003%
9/9/2026Van Hulzen Asset Management LLC1,461$662K0.0%+46.8%0.001%
9/9/2026MCF Advisors LLC10,092$4.57M0.2%+16.8%0.006%
9/9/2026National Pension Service500,927$226.88M0.1%+0.3%0.289%
9/9/2026Engineers Gate Manager LP1,084$491K0.0%-34.9%0.001%
9/9/2026Cidel Asset Management Inc.18,586$8.42M0.4%N/A0.011%
9/9/2026Capital Analysts LLC970$439K0.0%-50.4%0.001%
9/9/2026SVB Wealth LLC450$204K0.0%-11.2%0.000%
9/9/2026Altarock Partners LP302,624$137.06M3.2%-64.9%0.175%
9/9/2026NorthRock Partners LLC638$289K0.0%-6.7%0.000%
9/9/2026Integrated Wealth Concepts LLC3,856$1.75M0.0%+46.1%0.002%
9/9/2026NewEdge Advisors LLC8,127$3.68M0.0%-12.6%0.005%
9/9/2026IFP Advisors Inc4,491$2.03M0.0%+12.4%0.003%
9/9/2026Baird Financial Group Inc.11,137$5.04M0.0%+9.3%0.006%
9/9/2026Beacon Investment Advisory Services Inc.12,505$5.66M0.2%-2.4%0.007%
9/9/2026Stableford Capital II LLC2,054$930K0.3%-1.3%0.001%
9/8/2026Allworth Financial LP2,614$1.18M0.0%+32.2%0.002%
9/8/2026Arizona State Retirement System41,818$18.94M0.1%-4.9%0.024%
9/8/2026West Family Investments Inc.1,049$475K0.1%+51.8%0.001%
9/8/2026Waverly Advisors LLC3,336$1.51M0.0%+4.5%0.002%
9/8/2026Empirical Finance LLC5,519$2.50M0.1%+3.4%0.003%
9/8/2026Nykredit A S75,831$34.35M0.1%N/A0.044%
9/2/2026Range Advisory LLC812$368K0.0%-38.6%0.000%
8/27/2026Corient Private Wealth LP22,625$10.25M0.0%-15.9%0.013%
8/26/2026Amundi1,011,495$458.13M0.1%+20.0%0.584%
8/26/2026Wellington Grp LLC1,219$552K0.1%-21.5%0.001%
8/26/2026HighTower Advisors LLC200,594$90.85M0.1%-11.8%0.116%
8/25/2026Advus Financial Partners LLC575$260K0.1%+19.0%0.000%
8/25/2026Groupe la Francaise893$404K0.0%-4.1%0.001%
8/24/2026Vancity Investment Management Ltd51,260$23.22M3.5%+0.1%0.030%
8/23/2026Greenland Capital Management LP4,060$1.84M0.2%-19.0%0.002%
8/23/2026Ameritas Advisory Services LLC465$211K0.0%N/A0.000%
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8/23/2026Wedmont Private Capital2,630$1.28M0.0%+2.1%0.002%
8/23/2026HB Wealth Management LLC13,535$6.13M0.0%+2.5%0.008%
8/23/2026Saudi Central Bank10,549$4.78M0.1%+78.0%0.006%
8/23/2026Angeles Wealth Management LLC4,126$1.87M0.1%+3.0%0.002%
8/22/2026Compass Financial Management LLC60$27K0.0%N/A0.000%
8/22/2026AlphaGrep UK Ltd778$352K0.1%-89.1%0.000%
8/22/2026Sensenig Capital Advisors Inc505$229K0.2%-10.9%0.000%
8/22/2026Raiffeisen Bank International AG4,630$2.10M0.0%-14.4%0.003%
8/22/2026Syon Capital LLC3,011$1.36M0.1%-8.9%0.002%
8/22/2026TD Waterhouse Canada Inc.19,739$9.24M0.0%-14.2%0.011%
8/22/2026Premier Path Wealth Partners LLC2,152$975K0.1%+10.4%0.001%
8/22/2026Maestria Partners LLC30,000$13.59M4.7%-25.0%0.017%
8/22/2026Concurrent Investment Advisors LLC1,481$671K0.0%+6.5%0.001%
8/22/2026NEOS Investment Management LLC24,859$11.26M0.0%+13.2%0.014%
8/21/2026AXQ Capital LP2,391$1.08M0.1%N/A0.001%
8/21/2026Nykredit A S83,672$37.90M0.1%N/A0.048%
8/21/2026B. Metzler seel. Sohn & Co. AG12,455$5.64M0.0%-3.3%0.007%
8/21/2026Live Oak Private Wealth LLC11,330$5.13M0.7%-4.0%0.007%
8/21/2026General Partner Inc.2,845$1.29M0.7%-8.1%0.002%
8/21/2026Ironvine Capital Partners LLC85,200$38.59M3.4%+4.1%0.049%
8/21/2026Independence Bank of Kentucky750$340K0.0%-3.2%0.000%
8/21/2026Unio Capital LLC51,141$23.16M4.4%+0.3%0.030%
8/21/2026Legacy Financial Advisors Inc.1,183$536K0.1%+5.4%0.001%
8/20/2026Proficio Capital Partners LLC1,518$687K0.0%N/A0.001%
8/20/2026Nwam LLC1,031$467K0.0%N/A0.001%
8/20/2026Clifford Swan Investment Counsel LLC578$262K0.0%-33.6%0.000%
8/20/2026Rehmann Capital Advisory Group4,978$2.26M0.1%-2.1%0.003%
8/20/2026Oakcliff Capital Partners LP34,000$15.40M5.7%N/A0.020%
8/20/2026CTC Alternative Strategies Ltd.800$362K0.5%N/A0.000%
8/20/2026Quantitative Investment Management LLC2,589$1.17M0.1%-36.3%0.001%
8/20/2026Ancora Advisors LLC103$47K0.0%-39.1%0.000%
8/20/2026Susquehanna Fundamental Investments LLC133,282$60.37M1.1%+2.8%0.077%
8/20/2026Moore Capital Management LP13,747$6.23M0.1%N/A0.008%
8/20/2026Benjamin Edwards Inc.13,105$5.94M0.1%-2.4%0.008%
8/20/2026Jasper Ridge Partners L.P.9,897$4.48M0.1%N/A0.006%
8/20/2026Northwestern Mutual Wealth Management Co.3,971$1.80M0.0%-13.4%0.002%
8/20/2026Van Den Berg Management I Inc.5,707$2.59M0.5%-2.4%0.003%
8/20/2026Okabena Investment Services Inc.2,143$971K0.2%+5.8%0.001%
8/20/2026Greenleaf Trust5,832$2.64M0.0%-6.4%0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,420,099$643.19M0.1%+2.4%0.820%
8/19/2026Washington Trust Bank8,937$4.05M0.3%-1.7%0.005%
8/19/2026New Mexico Educational Retirement Board7,692$3.48M0.1%+8.5%0.004%
8/19/2026Royal London Asset Management Ltd.319,889$144.88M0.3%+275.2%0.185%
8/19/2026Mufg Securities Americas Inc.4,525$2.05M0.1%+6.6%0.003%
8/19/2026Van ECK Associates Corp33,205$15.04M0.0%-11.2%0.019%
8/19/2026Ferguson Wellman Capital Management Inc.3,459$1.57M0.0%-8.5%0.002%
8/19/2026Nissay Asset Management Corp Japan20,504$9.29M0.0%-2.8%0.012%
8/19/2026Hsbc Holdings PLC413,412$187.25M0.1%-10.0%0.239%
8/19/2026Wellington Management Group LLP52,452$23.76M0.0%+7.1%0.030%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt1,080$489K0.0%N/A0.001%
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8/18/2026Dearborn Partners LLC2,484$1.13M0.1%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio64,614$29.27M0.1%N/A0.037%
8/17/2026Blue Edge Capital LLC1,135$514K0.1%N/A0.001%
8/14/2026Manning & Napier Advisors LLC114,103$51.68M0.7%N/A0.066%
8/14/2026Dearborn Partners LLC1,741$760K0.0%N/A0.001%
8/10/2026Flossbach Von Storch SE24,240$10.98M0.0%N/A0.014%
8/10/2026Danske Bank A S94,315$42.72M0.1%N/A0.054%
8/7/2026Firetrail Investments PTY Ltd.11,464$5.16M1.5%N/A0.007%
8/7/2026Plato Investment Management Ltd4,281$1.93M0.1%N/A0.002%
8/6/2026Bank of New York Mellon Corp2,019,609$914.72M0.2%N/A1.166%


MCO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,452 institutional investors and hedge funds held shares of Moody's. The most heavily invested institutionals were Vanguard Group Inc. ($7.80B), TCI Fund Management Ltd. ($6.64B), State Street Corp ($3.64B), FMR LLC ($2.89B), Geode Capital Management LLC ($2.02B), PineStone Asset Management Inc. ($1.21B), and Fiera Capital Corp ($1.21B).Learn more on Moody's' institutional investors.

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

Of the 1,241 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 ($6.21M), Bank of New York Mellon Corp ($2.09M), GAMMA Investing LLC ($803.86K), Amundi ($798.14K), Egerton Capital UK LLP ($773.41K), Price T Rowe Associates Inc. MD ($731.59K), and International Assets Investment Management LLC ($724.24K).

Institutional investors have bought a total of 16,598,887 shares in the last 24 months. This purchase volume represents approximately $8.05B in transactions.

Of the 570 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: JPMorgan Chase & Co. ($769.20K), Altarock Partners LP ($693.64K), Janus Henderson Group PLC ($635.05K), Akre Capital Management LLC ($570.19K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($487.01K), First Trust Advisors LP ($351.10K), and Bank of New York Mellon Corp ($335.79K).

Institutional investors have sold a total of 9,841,020 shares in the last 24 months. This volume of shares sold represents approximately $4.75B in transactions.



Institutional ownership data for NYSE:MCO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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