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Moody's (MCO) Institutional Ownership

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$432.90 -5.42 (-1.24%)
Closing price 05/14/2026 03:59 PM Eastern
Extended Trading
$433.84 +0.94 (+0.22%)
As of 05/14/2026 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
92.11%
Number of
Institutional Buyers
(last 12 months)
939
Total
Institutional Inflows
(last 12 months)
$9.04B
Number of
Institutional Sellers
(last 12 months)
640
Total
Institutional Outflows
(last 12 months)
$5.63B
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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
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%
5/14/2026Morningstar Investment Management LLC9,465$4.13M0.3%-49.1%0.005%
5/14/2026GC 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%
5/14/2026Klingman & Associates LLC527$230K0.0%+8.0%0.000%
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%
5/14/2026 Sei Investments Co.256,458$111.89M0.1%+11.4%0.147%
5/14/2026 Lido Advisors LLC16,290$7.11M0.0%+13.6%0.009%
5/13/2026 Cetera Investment Advisers31,537$13.76M0.0%-2.9%0.018%
5/13/2026 Bowie Capital Management LLC97,087$42.35M1.6%-15.9%0.056%
5/13/2026 Quantum Capital Management LLC NJ99,704$43.50M5.6%+18.9%0.057%
5/13/2026 Fairbanks Capital Management Inc.6,058$2.64M1.6%-2.2%0.003%
5/13/2026 Militia Capital Management LLC1,475$643K0.1%N/A0.001%
5/13/2026 NewEdge Wealth LLC5,687$2.48M0.0%-26.8%0.003%
5/13/2026 First Citizens Bank & Trust Co.639$279K0.0%+37.4%0.000%
5/13/2026 Alesco Advisors LLC An ESL Co2,622$1.14M0.0%N/A0.002%
5/13/2026 CI Investments Inc.47,220$20.60M0.1%-71.6%0.027%
5/13/2026 First Trust Advisors LP388,309$169.40M0.1%-7.1%0.222%
5/12/2026 Westpac Banking Corp1,297$566K0.0%-8.9%0.001%
5/12/2026 Fortis Capital Management LLC1,335$582K0.1%-4.0%0.001%
5/12/2026 ABN Amro Investment Solutions7,627$3.33M0.0%+17.5%0.004%
5/8/2026 PNC Financial Services Group Inc.134,569$58.71M0.0%-2.5%0.077%
5/8/2026 Andra AP fonden31,639$13.80M0.2%+445.5%0.018%
5/8/2026 Wilkerson Advisory Group LLC58$25K0.0%+87.1%0.000%
5/8/2026 Glenview Trust Co9,777$4.27M0.1%+8.2%0.006%
5/8/2026 Titan Global Capital Management USA LLC11,355$4.95M0.7%+2.5%0.006%
5/8/2026 Johnson Financial Group Inc.20,080$8.76M0.3%+15.3%0.011%
5/8/2026 Commerzbank Aktiengesellschaft FI11,825$5.16M0.1%+24.7%0.007%
5/7/2026 AlTi Global Inc.1,834$800K0.0%-14.9%0.001%
5/7/2026 Earned Wealth Advisors LLC548$239K0.0%N/A0.000%
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5/7/2026 Meeder Advisory Services Inc.4,986$2.18M0.1%+8.6%0.003%
5/7/2026 Dimensional Fund Advisors LP882,973$385.19M0.1%+7.2%0.505%
5/7/2026 Parallel Advisors LLC4,296$1.88M0.0%-2.0%0.002%
5/7/2026 Cantillon Capital Management LLC392,513$171.23M1.1%-11.9%0.225%
5/7/2026 Resolute Wealth Strategies LLC623$272K0.1%+3.8%0.000%
5/7/2026 KBC Group NV129,172$56.35M0.1%+1.2%0.074%
5/7/2026 SEB Asset Management AB34,971$15.26M0.1%N/A0.020%
5/7/2026 Mediolanum International Funds Ltd54,649$23.61M0.3%+8.1%0.031%
5/7/2026 Ascent Wealth Partners LLC7,369$3.22M0.4%+1.8%0.004%
5/6/2026 Jennison Associates LLC9,478$4.14M0.0%-28.9%0.005%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC146$64K0.0%-18.9%0.000%
5/6/2026 California Public Employees Retirement System294,426$128.44M0.1%+0.1%0.169%
5/6/2026 Kesler Norman & Wride LLC748$326K0.1%-35.2%0.000%
5/6/2026 Watershed Asset Management L.L.C.7,000$3.05M3.2%N/A0.004%
5/6/2026 Gryphon Financial Partners LLC727$317K0.0%+6.4%0.000%
5/6/2026 Assetmark Inc.1,644$717K0.0%-18.8%0.001%
5/6/2026 Windmill Hill Asset Management Ltd10,912$4.76M1.5%+16.8%0.006%
5/6/2026 Angeles Wealth Management LLC4,007$1.75M0.1%-0.7%0.002%
5/6/2026 Bessemer Group Inc.15,474$6.75M0.0%+28.2%0.009%
5/6/2026 Allspring Global Investments Holdings LLC7,223$3.17M0.0%+1.0%0.004%
5/5/2026 Wealthfront Advisers LLC24,583$10.72M0.0%+20.1%0.014%
5/5/2026 D.A. Davidson & CO.5,878$2.56M0.0%-2.0%0.003%
5/5/2026 Bank of New York Mellon Corp2,349,281$1.02B0.2%+3.2%1.345%
5/5/2026 Illinois Municipal Retirement Fund13,782$6.01M0.1%-0.4%0.008%
5/5/2026 Geneos Wealth Management Inc.174$76K0.0%-22.7%0.000%
5/5/2026 MASTERINVEST Kapitalanlage GmbH2,593$1.13M0.1%+11.3%0.001%
5/5/2026 Katamaran Capital LLP9,865$4.30M3.5%+112.1%0.006%
5/5/2026 Sanctuary Advisors LLC7,758$3.38M0.0%-2.5%0.004%
5/5/2026 Sigma Planning Corp534$233K0.0%N/A0.000%
5/5/2026 Checchi Capital Advisers LLC1,259$549K0.0%+13.4%0.001%
5/4/2026 ABC Arbitrage SA1,249$545K0.1%N/A0.001%
5/4/2026 Calamos Wealth Management LLC24,196$10.56M0.4%+16.9%0.014%
5/4/2026 Calamos Advisors LLC24,196$10.56M0.0%N/A0.014%
5/4/2026 Mattern Capital Management LLC2,561$1.12M0.1%+47.1%0.001%
5/4/2026 State of Michigan Retirement System42,106$18.37M0.1%-0.2%0.024%
5/4/2026 TFR Capital LLC.4,548$1.98M0.6%+1.8%0.003%
5/4/2026 Principal Financial Group Inc.1,081,807$471.96M0.3%+72.5%0.619%
5/4/2026 Schwartz Investment Counsel Inc.153,000$66.75M2.4%+29.4%0.088%
5/4/2026 Chicago Partners Investment Group LLC5,103$2.38M0.0%-5.2%0.003%
5/4/2026 GHE LLC28,513$12.44M2.6%+78.2%0.016%
5/4/2026 J. Safra Sarasin Holding AG57,305$25.00M0.4%-31.8%0.033%
5/4/2026 Applied Finance Capital Management LLC2,905$1.27M0.1%+7.3%0.002%
5/2/2026 LGT Fund Management Co Ltd.2,215$966K0.0%-88.0%0.001%
5/2/2026 Global Assets Advisory LLC184$80K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC1,188$521K0.0%+5.0%0.001%
5/2/2026 Castleview Partners LLC796$347K0.2%-5.6%0.000%
5/2/2026 Diversify Wealth Management LLC1,278$588K0.0%+31.1%0.001%
5/2/2026 Valmark Advisers Inc.512$223K0.0%-6.6%0.000%
5/2/2026 Carnegie Investment Counsel4,851$2.12M0.0%+348.8%0.003%
5/2/2026 UNIVEST FINANCIAL Corp2,850$1.24M0.1%N/A0.002%
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5/1/2026 Welch & Forbes LLC50,795$22.16M0.3%+1.2%0.029%
5/1/2026 Lincoln Capital LLC11,026$4.81M0.9%-2.3%0.006%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS35,739$15.59M0.1%+0.1%0.020%
5/1/2026 Ferguson Wellman Capital Management Inc.3,782$1.65M0.0%+1.6%0.002%
5/1/2026 Citizens Financial Group Inc. RI4,222$1.84M0.0%+7.2%0.002%
5/1/2026 Fifth Third Bancorp79,163$34.54M0.1%+135.7%0.045%
5/1/2026 Simplicity Wealth LLC1,996$871K0.0%+4.7%0.001%
5/1/2026 Candriam S.C.A.55,674$24.29M0.1%+107.0%0.032%
5/1/2026 Conning Inc.550$240K0.0%-35.1%0.000%
5/1/2026 Sequoia Financial Advisors LLC5,443$2.38M0.0%-4.4%0.003%


MCO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,454 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 1,264 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), PineStone Asset Management Inc. ($1.68M), Massachusetts Financial Services Co. MA ($841.08K), GAMMA Investing LLC ($803.87K), Egerton Capital UK LLP ($773.41K), Price T Rowe Associates Inc. MD ($731.59K), and International Assets Investment Management LLC ($724.37K).

Institutional investors have bought a total of 18,417,420 shares in the last 24 months. This purchase volume represents approximately $9.12B in transactions.

Of the 640 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), 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), Amundi ($374.29K), and First Trust Advisors LP ($351.10K).

Institutional investors have sold a total of 11,675,210 shares in the last 24 months. This volume of shares sold represents approximately $5.75B in transactions.



This page (NYSE:MCO) was last updated on 5/15/2026 by MarketBeat.com Staff.
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