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Moody's (MCO) Institutional Ownership

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$483.33 -0.03 (-0.01%)
Closing price 03:59 PM Eastern
Extended Trading
$483.65 +0.32 (+0.07%)
As of 05:04 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)
876
Total
Institutional Inflows
(last 12 months)
$8.61B
Number of
Institutional Sellers
(last 12 months)
609
Total
Institutional Outflows
(last 12 months)
$5.60B
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MCO Institutional Buying and Selling by Quarter

Moody's Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2026 Trust Asset Management LLC1,704$772K0.0%-1.6%0.001%
7/10/2026 Tema ETFs LLC5,338$2.42M0.1%+0.8%0.003%
7/10/2026 E. Ohman J or Asset Management AB5,514$2.50M0.1%-8.8%0.003%
7/10/2026 Handelsbanken Fonder AB51,274$23.22M0.1%-5.6%0.029%
7/9/2026 Vista Investment Partners LLC9,655$4.37M1.1%-1.8%0.006%
7/9/2026 Matrix Trust Co1,680$761K0.1%+21.7%0.001%
7/9/2026 Everhart Financial Group Inc.1,143$518K0.0%-20.1%0.001%
7/9/2026 Valeo Financial Advisors LLC951$431K0.0%+15.3%0.001%
7/9/2026 Seilern Investment Management Ltd3,630$1.64M0.2%-23.3%0.002%
7/8/2026 Beacon Investment Advisory Services Inc.12,505$5.66M0.2%-2.4%0.007%
7/8/2026 Trust Point Inc.598$271K0.0%+9.3%0.000%
7/8/2026 FNY Investment Advisers LLC100$45K0.0%N/A0.000%
7/8/2026 Czech National Bank42,765$19.37M0.1%+2.3%0.024%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab27,068$12.26M0.1%-36.1%0.015%
7/8/2026 Assenagon Asset Management S.A.133,743$60.58M0.1%+156.5%0.077%
7/8/2026 Armstrong Henry H Associates Inc.144,243$65.33M6.3%+0.1%0.083%
7/8/2026 Sarasin & Partners LLP145,786$66.03M0.8%-49.3%0.083%
7/8/2026 Lincoln Capital LLC10,861$4.92M0.9%-1.5%0.006%
7/7/2026 Trust Asset Management LLC1,704$772K0.1%-1.6%0.001%
7/7/2026 Baron Wealth Management LLC1,557$705K0.2%+31.9%0.001%
7/7/2026 GAMMA Investing LLC2,422$1.10M0.0%+12.1%0.001%
7/7/2026 Avior Wealth Management LLC697$316K0.0%+9.1%0.000%
7/7/2026 Carderock Capital Management Inc.13,750$6.23M1.4%-19.4%0.008%
7/7/2026 Pacific Excel Wealth Advisors Inc.1,036$469K0.2%N/A0.001%
7/6/2026 Stableford Capital II LLC2,054$930K0.3%-1.3%0.001%
7/6/2026 RDA Financial Network1,075$487K0.1%+5.3%0.001%
7/6/2026 Dogwood Wealth Management LLC176$80K0.0%-61.2%0.000%
7/6/2026 General Partner Inc.2,845$1.29M0.7%-8.1%0.002%
7/2/2026 CX Institutional1,145$519K0.0%+3.4%0.001%
6/18/2026Western Wealth Management LLC763$333K0.0%-7.5%0.000%
6/16/2026Empowered Funds LLC20,926$9.13M0.1%+22.0%0.012%
6/12/2026Militia Capital Management LLC1,475$643K0.1%N/A0.001%
6/9/2026 Rathbones Group PLC5,176$2.26M0.0%+0.5%0.003%
6/8/2026 Pine Valley Investments Ltd Liability Co6,849$2.99M0.1%+2.8%0.004%
6/3/2026DV Trading LLC560$244K0.0%+250.0%0.000%
6/3/2026Parallel Advisors LLC4,296$1.88M0.0%-2.0%0.002%
6/3/2026NewEdge Advisors LLC9,303$4.06M0.0%+65.1%0.005%
6/2/2026Blue Edge Capital LLC1,246$544K0.1%-76.9%0.001%
5/28/2026Cozad Asset Management Inc.730$318K0.0%-5.2%0.000%
5/28/2026Blue Fin Capital Inc.4,531$1.98M0.3%-3.8%0.003%
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5/27/2026 Allen Capital Group LLC469$205K0.0%-5.6%0.000%
5/26/2026Glenmede Trust Co. NA10,743$4.69M0.0%+0.2%0.006%
5/26/2026 Axiom Investment Management LLC113$49K0.0%N/A0.000%
5/22/2026 Summitry LLC80,041$34.92M1.2%+0.0%0.046%
5/22/2026Groupama Asset Managment9,461$4.13M0.1%+2.7%0.005%
5/22/2026Wellington Grp LLC1,553$677K0.2%+9.7%0.001%
5/21/2026Essential Partners LLC274$120K0.0%+537.2%0.000%
5/21/2026Groupe la Francaise931$406K0.0%-3.0%0.001%
5/19/2026Western Wealth Management LLC763$333K0.0%-7.5%0.000%
5/19/2026Park State Asset Management13,975$6.10M4.6%-0.7%0.008%
5/19/2026Ariadne Wealth Management LP631$275K0.1%N/A0.000%
5/19/2026Bank of America Corp DE671,947$293.14M0.0%-15.2%0.385%
5/19/2026Edgestream Partners L.P.9,239$4.03M0.1%+806.7%0.005%
5/19/2026Kentucky Retirement Systems15,628$6.82M0.2%+60.1%0.009%
5/19/2026Janus Henderson Group PLC40,027$17.47M0.0%-94.1%0.023%
5/19/2026Oddo BHF Asset Management Sas15,527$6.77M0.3%+4.2%0.009%
5/19/2026Bull Harbor Capital LLC1,262$551K0.1%N/A0.001%
5/18/2026Sunbelt Securities Inc.2,990$1.30M0.1%+3.2%0.002%
5/18/2026Amundi842,967$367.74M0.1%-7.1%0.483%
5/18/2026 EverSource Wealth Advisors LLC1,300$567K0.0%+40.2%0.001%
5/18/2026California State Teachers Retirement System238,947$104.24M0.1%-2.7%0.137%
5/18/2026Royal Bank of Canada786,943$343.30M0.1%-0.4%0.450%
5/18/2026East Coast Asset Management LLC.13,830$6.03M2.0%-2.8%0.008%
5/18/2026Emmett Investment Management LP12,250$5.38M4.1%N/A0.007%
5/18/2026Empowered Funds LLC20,926$9.13M0.1%+22.0%0.012%
5/16/2026The Manufacturers Life Insurance Company100,937$44.03M0.0%-9.3%0.058%
5/16/2026Quantinno Capital Management LP104,264$45.49M0.1%+39.0%0.060%
5/16/2026SummitTX Capital L.P.14,722$6.42M0.2%+980.9%0.008%
5/16/2026Lazard Asset Management LLC286,213$124.86M0.2%+5,102.9%0.164%
5/16/2026Castleark Management LLC16,900$7.37M0.2%N/A0.010%
5/16/2026Family Manage LLC548$239K0.0%N/A0.000%
5/15/2026Cypress Capital Group3,034$1.32M0.1%+6.5%0.002%
5/15/2026OMERS ADMINISTRATION Corp9,068$3.96M0.0%+52.0%0.005%
5/15/2026Lombard Odier Asset Management Switzerland SA5,234$2.28M0.1%N/A0.003%
5/15/2026Lombard Odier Asset Management USA Corp500$218K0.0%N/A0.000%
5/15/2026Unio Capital LLC51,008$22.25M4.8%+4.0%0.029%
5/15/2026Waverly Advisors LLC3,191$1.39M0.0%+25.9%0.002%
5/15/2026Van Den Berg Management I Inc.5,850$2.55M0.6%-1.3%0.003%
5/15/2026Dempze Nancy E1,200$524K0.3%-22.6%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund167,790$73.20M0.1%+7.7%0.096%
5/14/2026Dai ichi Life Insurance Company Ltd7,100$3.10M0.1%-3.0%0.004%
5/14/2026Renaissance Technologies LLC112,080$48.90M0.1%N/A0.064%
5/14/2026Gabelli Funds LLC54,638$23.84M0.2%+5.8%0.031%
5/14/2026Gamco Investors INC. ET AL16,536$7.21M0.1%+9.4%0.009%
5/14/2026 Morningstar Investment Management LLC9,465$4.13M0.3%-49.1%0.005%
5/14/2026 GC Wealth Management RIA LLC735$321K0.0%-51.9%0.000%
5/14/2026Public Employees Retirement System of Ohio74,699$32.59M0.1%-1.8%0.043%
5/14/2026Brooklands Fund Management Ltd202$88K0.1%-39.2%0.000%
5/14/2026Compound Planning Inc.2,330$1.02M0.0%+43.7%0.001%
5/14/2026 Klingman & Associates LLC527$230K0.0%+8.0%0.000%
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5/14/2026Keebeck Wealth Management4,883$2.13M0.2%-14.7%0.003%
5/14/2026Arrowstreet Capital Limited Partnership238,234$103.93M0.1%+124.5%0.136%
5/14/2026Caxton Associates LLP12,316$5.37M0.1%N/A0.007%
5/14/2026Cloverfields Capital Group LP10,143$4.43M1.4%-2.0%0.006%
5/14/2026Bank of Nova Scotia81,270$35.46M0.1%-8.1%0.047%
5/14/2026Sei Investments Co.256,458$111.89M0.1%+11.4%0.147%
5/14/2026Lido Advisors LLC16,290$7.11M0.0%+13.6%0.009%
5/13/2026Cetera Investment Advisers31,537$13.76M0.0%-2.9%0.018%
5/13/2026Bowie Capital Management LLC97,087$42.35M1.6%-15.9%0.056%
5/13/2026Quantum Capital Management LLC NJ99,704$43.50M5.6%+18.9%0.057%


MCO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,448 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 1,248 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), Massachusetts Financial Services Co. MA ($841.08K), GAMMA Investing LLC ($803.86K), Egerton Capital UK LLP ($773.41K), Price T Rowe Associates Inc. MD ($731.59K), International Assets Investment Management LLC ($724.24K), and FMR LLC ($723.23K).

Institutional investors have bought a total of 17,393,891 shares in the last 24 months. This purchase volume represents approximately $8.61B in transactions.

Of the 608 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. ($913.67K), Akre Capital Management LLC ($700.23K), Janus Henderson Group PLC ($635.05K), Brown Advisory Inc. ($534.08K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($487.01K), Bank of New York Mellon Corp ($441.06K), and First Trust Advisors LP ($351.10K).

Institutional investors have sold a total of 11,480,074 shares in the last 24 months. This volume of shares sold represents approximately $5.60B in transactions.


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This page (NYSE:MCO) was last updated on 8/4/2026 by MarketBeat.com Staff.
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