Moody's (MCO) Institutional Ownership

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$452.17 +8.20 (+1.85%)
As of 01:24 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)
932
Total
Institutional Inflows
(last 12 months)
$8.90B
Number of
Institutional Sellers
(last 12 months)
634
Total
Institutional Outflows
(last 12 months)
$5.89B
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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
6/18/2026 Western Wealth Management LLC763$333K0.0%-7.5%0.000%
6/16/2026 Empowered Funds LLC20,926$9.13M0.1%+22.0%0.012%
6/12/2026 Militia 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%
6/3/2026 DV Trading LLC560$244K0.0%+250.0%0.000%
6/3/2026 Parallel Advisors LLC4,296$1.88M0.0%-2.0%0.002%
6/3/2026 NewEdge Advisors LLC9,303$4.06M0.0%+65.1%0.005%
6/2/2026 Blue Edge Capital LLC1,246$544K0.1%-76.9%0.001%
5/28/2026 Cozad Asset Management Inc.730$318K0.0%-5.2%0.000%
5/28/2026 Blue Fin Capital Inc.4,531$1.98M0.3%-3.8%0.003%
5/27/2026 Allen Capital Group LLC469$205K0.0%-5.6%0.000%
5/26/2026 Glenmede 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%
5/22/2026 Groupama Asset Managment9,461$4.13M0.1%+2.7%0.005%
5/22/2026 Wellington Grp LLC1,553$677K0.2%+9.7%0.001%
5/21/2026 Essential Partners LLC274$120K0.0%+537.2%0.000%
5/21/2026 Groupe la Francaise931$406K0.0%-3.0%0.001%
5/19/2026 Western Wealth Management LLC763$333K0.0%-7.5%0.000%
5/19/2026 Park State Asset Management13,975$6.10M4.6%-0.7%0.008%
5/19/2026 Ariadne Wealth Management LP631$275K0.1%N/A0.000%
5/19/2026 Bank of America Corp DE671,947$293.14M0.0%-15.2%0.385%
5/19/2026 Edgestream Partners L.P.9,239$4.03M0.1%+806.7%0.005%
5/19/2026 Kentucky Retirement Systems15,628$6.82M0.2%+60.1%0.009%
5/19/2026 Janus Henderson Group PLC40,027$17.47M0.0%-94.1%0.023%
5/19/2026 Oddo BHF Asset Management Sas15,527$6.77M0.3%+4.2%0.009%
5/19/2026 Bull Harbor Capital LLC1,262$551K0.1%N/A0.001%
5/18/2026 Sunbelt Securities Inc.2,990$1.30M0.1%+3.2%0.002%
5/18/2026 Amundi842,967$367.74M0.1%-7.1%0.483%
5/18/2026 EverSource Wealth Advisors LLC1,300$567K0.0%+40.2%0.001%
5/18/2026 California State Teachers Retirement System238,947$104.24M0.1%-2.7%0.137%
5/18/2026 Royal Bank of Canada786,943$343.30M0.1%-0.4%0.450%
5/18/2026 East Coast Asset Management LLC.13,830$6.03M2.0%-2.8%0.008%
5/18/2026 Emmett Investment Management LP12,250$5.38M4.1%N/A0.007%
5/18/2026 Empowered Funds LLC20,926$9.13M0.1%+22.0%0.012%
5/16/2026 The Manufacturers Life Insurance Company 100,937$44.03M0.0%-9.3%0.058%
5/16/2026 Quantinno Capital Management LP104,264$45.49M0.1%+39.0%0.060%
5/16/2026 SummitTX Capital L.P.14,722$6.42M0.2%+980.9%0.008%
5/16/2026 Lazard Asset Management LLC286,213$124.86M0.2%+5,102.9%0.164%
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5/16/2026 Castleark Management LLC16,900$7.37M0.2%N/A0.010%
5/16/2026 Family Manage LLC548$239K0.0%N/A0.000%
5/15/2026 Cypress Capital Group3,034$1.32M0.1%+6.5%0.002%
5/15/2026 OMERS ADMINISTRATION Corp9,068$3.96M0.0%+52.0%0.005%
5/15/2026 Lombard Odier Asset Management Switzerland SA5,234$2.28M0.1%N/A0.003%
5/15/2026 Lombard Odier Asset Management USA Corp500$218K0.0%N/A0.000%
5/15/2026 Unio Capital LLC51,008$22.25M4.8%+4.0%0.029%
5/15/2026 Waverly Advisors LLC3,191$1.39M0.0%+25.9%0.002%
5/15/2026 Van Den Berg Management I Inc.5,850$2.55M0.6%-1.3%0.003%
5/15/2026 Dempze Nancy E1,200$524K0.3%-22.6%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund167,790$73.20M0.1%+7.7%0.096%
5/14/2026 Dai ichi Life Insurance Company Ltd7,100$3.10M0.1%-3.0%0.004%
5/14/2026 Renaissance Technologies LLC112,080$48.90M0.1%N/A0.064%
5/14/2026 Gabelli Funds LLC54,638$23.84M0.2%+5.8%0.031%
5/14/2026 Gamco 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%
5/14/2026 Public Employees Retirement System of Ohio74,699$32.59M0.1%-1.8%0.043%
5/14/2026 Brooklands Fund Management Ltd202$88K0.1%-39.2%0.000%
5/14/2026 Compound Planning Inc.2,330$1.02M0.0%+43.7%0.001%
5/14/2026 Klingman & Associates LLC527$230K0.0%+8.0%0.000%
5/14/2026 Keebeck Wealth Management4,883$2.13M0.2%-14.7%0.003%
5/14/2026 Arrowstreet Capital Limited Partnership238,234$103.93M0.1%+124.5%0.136%
5/14/2026 Caxton Associates LLP12,316$5.37M0.1%N/A0.007%
5/14/2026 Cloverfields Capital Group LP10,143$4.43M1.4%-2.0%0.006%
5/14/2026 Bank 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%


MCO Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,458 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 1,266 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 17,962,011 shares in the last 24 months. This purchase volume represents approximately $8.90B in transactions.

Of the 634 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 12,034,060 shares in the last 24 months. This volume of shares sold represents approximately $5.89B in transactions.



This page (NYSE:MCO) was last updated on 6/24/2026 by MarketBeat.com Staff.
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