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NVDA   873.80 (+1.60%)
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NIO   3.84 (-1.29%)
BABA   70.09 (-0.75%)
T   16.05 (-1.17%)
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MU   121.26 (-0.09%)
GE   155.55 (+1.20%)
CGC   6.86 (-1.72%)
DIS   114.13 (+1.04%)
AMC   2.75 (+11.34%)
PFE   25.83 (-0.31%)
PYPL   63.85 (+0.54%)
XOM   118.60 (-0.90%)
QQQ   431.64 (+0.13%)
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MSFT   415.95 (+0.56%)
META   501.82 (+0.32%)
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NVDA   873.80 (+1.60%)
AMD   163.55 (+2.01%)
NIO   3.84 (-1.29%)
BABA   70.09 (-0.75%)
T   16.05 (-1.17%)
F   12.18 (-0.41%)
MU   121.26 (-0.09%)
GE   155.55 (+1.20%)
CGC   6.86 (-1.72%)
DIS   114.13 (+1.04%)
AMC   2.75 (+11.34%)
PFE   25.83 (-0.31%)
PYPL   63.85 (+0.54%)
XOM   118.60 (-0.90%)
QQQ   431.64 (+0.13%)
AAPL   169.12 (-2.07%)
MSFT   415.95 (+0.56%)
META   501.82 (+0.32%)
GOOGL   154.52 (-0.22%)
AMZN   183.55 (-0.04%)
TSLA   157.43 (-2.51%)
NVDA   873.80 (+1.60%)
AMD   163.55 (+2.01%)
NIO   3.84 (-1.29%)
BABA   70.09 (-0.75%)
T   16.05 (-1.17%)
F   12.18 (-0.41%)
MU   121.26 (-0.09%)
GE   155.55 (+1.20%)
CGC   6.86 (-1.72%)
DIS   114.13 (+1.04%)
AMC   2.75 (+11.34%)
PFE   25.83 (-0.31%)
PYPL   63.85 (+0.54%)
XOM   118.60 (-0.90%)

Moody's (MCO) Institutional Ownership

$374.52
+0.98 (+0.26%)
(As of 01:08 PM ET)

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

Current
Institutional Ownership
Percentage
92.11%
Number of
Institutional Buyers
(last 12 months)
700
Total
Institutional Inflows
(last 12 months)
$8.62B
Number of
Institutional Sellers
(last 12 months)
489
Total
Institutional Outflows
(last 12 months)
$7.09B
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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
4/16/2024Lincoln Capital LLC12,233$4.81M1.1%-0.6%0.007%
4/16/2024Wealth Enhancement Advisory Services LLC10,323$4.06M0.0%-1.9%0.006%
4/15/2024Wealthcare Advisory Partners LLC7,550$2.97M0.1%N/A0.004%
4/13/2024 Sarasin & Partners LLP360,979$141.88M1.4%+10.5%0.198%
4/12/2024 Peak Financial Advisors LLC7,362$2.89M1.8%N/A0.004%
4/12/2024 Northwest Investment Counselors LLC9,302$3.66M0.9%-1.5%0.005%
4/11/2024 Ballentine Partners LLC10,982$4.32M0.1%+3.5%0.006%
4/11/2024 Armstrong Henry H Associates Inc.157,251$61.80M6.0%-0.6%0.086%
4/11/2024 Crestmont Private Wealth LLC1,025$403K0.2%+14.7%0.001%
4/11/2024 International Assets Investment Management LLC852$336K0.0%+50.3%0.000%
4/11/2024Central Bank & Trust Co.15,515$6.10M0.9%-0.2%0.009%
4/11/2024 Congress Asset Management Co. MA209,959$82.52M0.6%+1.5%0.115%
4/11/2024 Gulf International Bank UK Ltd13,645$5.36M0.1%+0.3%0.007%
4/11/2024 RFG Advisory LLC1,133$445K0.0%+5.0%0.001%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.17,903$7.04M0.6%+4.9%0.010%
4/11/2024 Shilanski & Associates Inc.3,271$1.29M0.4%N/A0.002%
4/10/2024 Triangle Securities Wealth Management2,387$938K0.3%-2.8%0.001%
4/10/2024 Aprio Wealth Management LLC605$238K0.0%N/A0.000%
4/10/2024 Threadgill Financial LLC1,481$582K0.3%N/A0.001%
4/10/2024 Park Avenue Securities LLC2,988$1.17M0.0%+4.4%0.002%
4/10/2024 Wedmont Private Capital1,876$746K0.1%+5.0%0.001%
4/10/2024 Banque Cantonale Vaudoise3,947$1.55M0.1%-57.9%0.002%
4/10/2024 Legacy Private Trust Co.1,197$470K0.0%-2.8%0.001%
4/10/2024 Czech National Bank27,691$10.88M0.1%+0.5%0.015%
4/10/2024 Fulton Bank N.A.919$361K0.0%N/A0.001%
4/9/2024 Rise Advisors LLC90$35K0.0%N/A0.000%
4/8/2024 Tompkins Financial Corp150$59K0.0%+200.0%0.000%
4/5/2024 First Hawaiian Bank2,375$933K0.0%+1.3%0.001%
4/5/2024 GAMMA Investing LLC496$195K0.0%+39.7%0.000%
4/5/2024 Los Angeles Capital Management LLC56,593$22.24M0.1%-36.1%0.031%
4/5/2024 Insight Wealth Strategies LLC9,595$3.77M0.6%N/A0.005%
4/5/2024 CWM LLC3,090$1.21M0.0%+4.4%0.002%
4/4/2024 Boltwood Capital Management820$322K0.1%-12.3%0.000%
4/3/2024 Strategic Advocates LLC8,359$3.29M1.3%+342.3%0.005%
3/29/2024Kapitalo Investimentos Ltda80$31K0.0%-43.7%0.000%
3/27/2024Nomura Holdings Inc.3,162$1.24M0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC3,795$1.47M0.1%N/A0.002%
3/22/2024PNC Financial Services Group Inc.170,569$66.62M0.1%-1.7%0.093%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund27,000$10.55M0.0%-74.3%0.015%
3/19/2024Accent Capital Management LLC4,005$1.56M1.2%N/A0.002%
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3/15/2024B. Riley Wealth Advisors Inc.3,398$1.33M0.0%-1.9%0.002%
3/12/2024Spartan Planning & Wealth Management151$59K0.1%-34.6%0.000%
3/8/2024Trust Co. of Vermont146$57K0.0%-86.9%0.000%
3/5/2024Wellington Management Group LLP141,688$55.34M0.0%-43.4%0.078%
3/4/2024 Congress Asset Management Co. MA206,912$80.81M0.6%+1.7%0.113%
2/29/2024Quintet Private Bank Europe S.A.1,485$580K0.0%-88.3%0.001%
2/28/2024American International Group Inc.49,188$19.21M0.1%-0.2%0.027%
2/26/2024Syon Capital LLC1,615$631K0.1%+36.4%0.001%
2/26/2024Integrated Advisors Network LLC608$237K0.0%N/A0.000%
2/26/2024Virtu Financial LLC913$357K0.0%-45.2%0.001%
2/26/2024Teachers Retirement System of The State of Kentucky13,631$5.32M0.0%-4.3%0.007%
2/23/2024Chicago Partners Investment Group LLC8,697$3.39M0.2%-13.0%0.005%
2/21/2024Raleigh Capital Management Inc.150$59K0.0%+23.0%0.000%
2/21/2024V Square Quantitative Management LLC2,767$1.08M0.3%+35.2%0.002%
2/20/2024Vancity Investment Management Ltd15,675$6.12M0.9%-20.1%0.009%
2/17/2024FIL Ltd187,239$73.13M0.1%-4.1%0.103%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main145,865$56.97M0.1%-3.3%0.080%
2/16/2024Harbour Investments Inc.397$155K0.0%+26.4%0.000%
2/16/2024Public Employees Retirement System of Ohio87,955$34.35M0.1%+1.5%0.048%
2/15/2024Mercer Global Advisors Inc. ADV7,656$2.99M0.0%+22.8%0.004%
2/15/2024AKO Capital LLP712,793$278.39M4.0%-2.5%0.390%
2/15/2024Townsquare Capital LLC1,080$422K0.0%-51.8%0.001%
2/15/2024Midwest Professional Planners LTD.14,493$5.66M2.3%+4.2%0.008%
2/15/2024E. Ohman J or Asset Management AB6,600$2.58M0.1%-14.3%0.004%
2/15/2024Baker Avenue Asset Management LP5,928$2.32M0.1%+49.5%0.003%
2/15/2024Moneta Group Investment Advisors LLC1,020$398K0.0%-2.7%0.001%
2/15/2024Legal & General Group Plc1,479,070$577.67M0.1%+27.0%0.808%
2/15/2024Barclays PLC687,731$268.60M0.1%+61.4%0.376%
2/15/2024SkyView Investment Advisors LLC4,814$1.88M0.5%-3.6%0.003%
2/15/2024Fayez Sarofim & Co1,200$486K0.0%-6.6%0.001%
2/15/2024Utah Retirement Systems27,571$10.77M0.1%+0.9%0.015%
2/15/2024Vanguard Group Inc.14,164,108$5.53B0.1%+1.4%7.761%
2/15/2024Voloridge Investment Management LLC40,422$15.79M0.1%+27.3%0.022%
2/15/2024Voya Investment Management LLC569,328$222.36M0.3%-44.3%0.311%
2/15/2024Windacre Partnership LLC1,572,100$614.00M9.3%+1.5%0.859%
2/15/2024Nuveen Asset Management LLC696,030$271.84M0.1%+7.5%0.380%
2/15/2024Okabena Investment Services Inc.10,620$4.15M1.6%-8.3%0.006%
2/15/2024Price T Rowe Associates Inc. MD415,497$162.28M0.0%-35.4%0.227%
2/15/2024Profund Advisors LLC2,132$833K0.0%+18.2%0.001%
2/15/2024Public Sector Pension Investment Board24,746$9.67M0.1%-33.9%0.014%
2/15/2024Freedom Investment Management Inc.927$362K0.0%+8.7%0.001%
2/15/2024Groupama Asset Managment7,445$2.91M0.1%N/A0.004%
2/15/2024Gotham Asset Management LLC6,810$2.66M0.0%+81.8%0.004%
2/15/2024Harbert Fund Advisors Inc.1,350$527K0.4%N/A0.001%
2/15/2024Harris Associates L P814,344$318.05M0.5%-8.2%0.445%
2/15/2024Healthcare of Ontario Pension Plan Trust Fund27,000$10.55M0.0%-74.3%0.015%
2/15/2024Bradley Foster & Sargent Inc. CT1,068$417K0.0%-5.5%0.001%
2/15/2024BRX Global LP43,107$16.84M15.6%+37.7%0.024%
2/15/2024Buckingham Strategic Wealth LLC855$334K0.0%+8.1%0.000%
2/15/2024Baird Financial Group Inc.13,199$5.16M0.0%-2.2%0.007%
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2/15/2024Brevan Howard Capital Management LP4,781$1.87M0.0%+200.9%0.003%
2/15/2024Bridgefront Capital LLC536$209K0.2%N/A0.000%
2/15/2024Chilton Investment Co. Inc.192,803$75.30M2.2%-6.9%0.105%
2/15/2024Comerica Bank36,712$14.34M0.1%-1.0%0.020%
2/14/2024Royal Bank of Canada699,487$273.19M0.1%-2.9%0.382%
2/14/2024Pathstone Holdings LLC21,285$8.32M0.0%N/A0.012%
2/14/2024Kingfisher Capital LLC7,236$2.83M0.7%-3.0%0.004%
2/14/2024Hhlr Advisors LTD.155,846$60.87M1.2%N/A0.085%
2/14/2024Kestra Advisory Services LLC42,251$16.50M0.1%+1.4%0.023%
2/14/2024Point72 Europe London LLP25,095$9.80M1.2%+55.9%0.014%
(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, 1,168 institutional investors and hedge funds held shares of Moody's. The most heavily invested institutionals were Vanguard Group Inc. ($5.53B), TCI Fund Management Ltd. ($4.71B), BlackRock Inc. ($4.37B), State Street Corp ($2.32B), Akre Capital Management LLC ($1.87B), Fiera Capital Corp ($1.53B), and Baillie Gifford & Co. ($1.42B).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 1,009 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: TCI Fund Management Ltd. ($3.56M), Norges Bank ($3.37M), Bank Julius Baer & Co. Ltd Zurich ($3.13M), Veritas Asset Management LLP ($2.68M), Principal Financial Group Inc. ($1.68M), Jennison Associates LLC ($1.63M), and Massachusetts Financial Services Co. MA ($1.37M).

How much institutional buying is happening at Moody's?

Institutional investors have bought a total of 44,908,100 shares in the last 24 months. This purchase volume represents approximately $14.47B in transactions.

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

Of the 703 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: Capital International Investors ($2.47M), Fiera Capital Corp ($2.37M), Flossbach Von Storch AG ($2.07M), Baillie Gifford & Co. ($1.82M), Ninety One UK Ltd ($1.66M), Principal Financial Group Inc. ($1.52M), and FMR LLC ($1.11M).

How much institutional selling is happening at Moody's?

Institutional investors have sold a total of 37,354,932 shares in the last 24 months. This volume of shares sold represents approximately $11.87B in transactions.


This page (NYSE:MCO) was last updated on 4/16/2024 by MarketBeat.com Staff

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