Moody's (MCO) Institutional Ownership

$449.00

+11.79 (+2.70%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 92.11%
Number of Institutional Buyers (last 12 months): 621
Total Institutional Inflows (last 12 months): $6.55B

Number of Institutional Sellers (last 12 months): 446
Total Institutional Outflows (last 12 months): $5.05B

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MCO Institutional Buying and Selling by Quarter

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Moody's Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Kintegral Advisory LLC	16,791	$7.07M	0.7%	+0.7%	0.009%
7/27/2024	Sterling Investment Management LLC	5,721	$2.41M	1.8%	+24.2%	0.003%
7/26/2024	Ballast Advisors LLC	2,400	$1.01M	0.3%	+7.2%	0.001%
7/26/2024	Conning Inc.	778	$327K	0.0%	+3.0%	0.000%
7/26/2024	K.J. Harrison & Partners Inc	14,618	$6.15M	1.0%	+303.4%	0.008%
7/26/2024	Simmons Bank	894	$376K	0.0%	-27.8%	0.000%
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7/26/2024	Checchi Capital Advisers LLC	1,301	$548K	0.0%	+3.5%	0.001%
7/26/2024	Harbour Investments Inc.	387	$163K	0.0%	-7.6%	0.000%
7/26/2024	Cambridge Investment Research Advisors Inc.	9,656	$4.06M	0.0%	+113.9%	0.005%
7/26/2024	Atomi Financial Group Inc.	580	$244K	0.0%	N/A	0.000%
7/26/2024	Legato Capital Management LLC	3,899	$1.64M	0.2%	-24.0%	0.002%
7/26/2024	Allspring Global Investments Holdings LLC	12,981	$5.46M	0.0%	+1.9%	0.007%
7/26/2024	State of Michigan Retirement System	45,806	$19.28M	0.1%	+6.3%	0.025%
7/26/2024	Verdence Capital Advisors LLC	2,052	$864K	0.1%	-1.6%	0.001%
7/26/2024	Bank of New York Mellon Corp	2,918,257	$1.23B	0.2%	+8.4%	1.598%
7/25/2024	Hills Bank & Trust Co	3,113	$1.31M	0.1%	-3.0%	0.002%
7/25/2024	Raymond James Trust N.A.	2,775	$1.17M	0.0%	-3.8%	0.002%
7/25/2024	Highland Capital Management LLC	833	$351K	0.0%	-87.7%	0.000%
7/25/2024	Capital Advisors Ltd. LLC	960	$404K	0.1%	+2.6%	0.001%
7/25/2024	Institute for Wealth Management LLC.	1,836	$773K	0.1%	+14.0%	0.001%
7/25/2024	Baillie Gifford & Co.	2,420,852	$1.02B	0.8%	-24.7%	1.326%
7/25/2024	Kanawha Capital Management LLC	1,001	$421K	0.0%	N/A	0.001%
7/25/2024	Mn Services Vermogensbeheer B.V.	65,072	$27.39M	0.2%	-2.3%	0.036%
7/25/2024	Bank Pictet & Cie Europe AG	61,947	$26.08M	0.6%	+1.6%	0.034%
7/25/2024	Banque Pictet & Cie SA	124,140	$52.25M	0.5%	-1.6%	0.068%
7/25/2024	Tributary Capital Management LLC	1,035	$436K	0.0%	-2.4%	0.001%
7/24/2024	LRI Investments LLC	293	$123K	0.0%	+1,120.8%	0.000%
7/24/2024	EWA LLC	478	$216K	0.1%	N/A	0.000%
7/24/2024	Family Firm Inc.	503	$212K	0.0%	N/A	0.000%
7/24/2024	Baskin Financial Services Inc.	109,449	$46.07M	3.9%	-3.1%	0.060%
7/24/2024	Tower Bridge Advisors	19,220	$8.09M	0.7%	-11.0%	0.011%
7/24/2024	Retirement Systems of Alabama	34,641	$14.58M	0.1%	-0.3%	0.019%
7/24/2024	Penbrook Management LLC	13,650	$5.75M	3.5%	-0.7%	0.007%
7/24/2024	Slow Capital Inc.	7,180	$3.02M	0.5%	-1.5%	0.004%
7/24/2024	Quotient Wealth Partners LLC	518	$218K	0.0%	N/A	0.000%
7/24/2024	New York State Teachers Retirement System	135,824	$57.17M	0.1%	-5.3%	0.074%
7/24/2024	Louisiana State Employees Retirement System	8,900	$3.75M	0.1%	-3.3%	0.005%
7/24/2024	Vinland Capital Management Gestora de Recursos LTDA.	5,180	$2.18M	1.4%	+35.5%	0.003%
7/23/2024	Benin Management CORP	1,803	$759K	0.2%	N/A	0.001%
7/23/2024	American National Bank	858	$361K	0.0%	+3.7%	0.000%
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7/23/2024	Fortis Capital Management LLC	5,299	$2.23M	0.5%	-45.7%	0.003%
7/23/2024	Exchange Capital Management Inc.	5,344	$2.25M	0.4%	-3.0%	0.003%
7/23/2024	KG&L Capital Management LLC	1,096	$461K	0.2%	+14.6%	0.001%
7/23/2024	Fifth Third Wealth Advisors LLC	1,415	$596K	0.0%	N/A	0.001%
7/22/2024	Atria Wealth Solutions Inc.	6,106	$2.57M	0.0%	-6.2%	0.003%
7/22/2024	Aaron Wealth Advisors LLC	947	$399K	0.1%	+15.5%	0.001%
7/22/2024	Fifth Third Bancorp	28,913	$12.17M	0.0%	-1.2%	0.016%
7/22/2024	Commerzbank Aktiengesellschaft FI	978	$412K	0.0%	+4.6%	0.001%
7/22/2024	Chevy Chase Trust Holdings LLC	90,426	$38.06M	0.1%	-3.9%	0.050%
7/22/2024	Hobbs Group Advisors LLC	251	$106K	0.0%	N/A	0.000%
7/22/2024	Walter Public Investments Inc.	43,840	$18.45M	2.9%	-0.1%	0.024%
7/22/2024	Ninety One UK Ltd	1,980,021	$833.45M	2.3%	+1.2%	1.084%
7/22/2024	Ninety One North America Inc.	157,922	$66.47M	3.4%	-11.7%	0.086%
7/20/2024	Neo Ivy Capital Management	6,836	$2.88M	0.6%	N/A	0.004%
7/20/2024	First Horizon Advisors Inc.	1,357	$571K	0.0%	+1.8%	0.001%
7/20/2024	Apollon Wealth Management LLC	4,712	$1.98M	0.1%	+8.7%	0.003%
7/20/2024	Nisa Investment Advisors LLC	65,849	$27.72M	0.2%	-5.0%	0.036%
7/20/2024	Hennion & Walsh Asset Management Inc.	6,858	$2.89M	0.1%	+25.6%	0.004%
7/19/2024	Central Bank & Trust Co.	16,225	$6.83M	0.9%	+4.6%	0.009%
7/19/2024	Sarasin & Partners LLP	428,097	$180.20M	1.6%	+18.6%	0.234%
7/19/2024	Marshall Financial Group LLC	3,765	$1.59M	0.4%	+2.0%	0.002%
7/19/2024	Raymond James & Associates	78,645	$33.10M	0.0%	-6.2%	0.043%
7/19/2024	Boston Trust Walden Corp	7,575	$3.19M	0.0%	-0.7%	0.004%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	367,940	$154.88M	0.1%	-6.3%	0.202%
7/19/2024	McGlone Suttner Wealth Management Inc.	627	$245K	0.1%	-25.4%	0.000%
7/19/2024	Everpar Advisors LLC	677	$285K	0.1%	+23.3%	0.000%
7/18/2024	Brookstone Capital Management	1,546	$705K	0.0%	N/A	0.001%
7/18/2024	Blue Trust Inc.	711	$279K	0.0%	+355.8%	0.000%
7/18/2024	Outlook Wealth Advisors LLC	839	$353K	0.1%	N/A	0.000%
7/18/2024	Coronation Fund Managers Ltd.	6,874	$2.89M	0.1%	N/A	0.004%
7/18/2024	Miracle Mile Advisors LLC	3,603	$1.52M	0.0%	+6.0%	0.002%
7/18/2024	Naples Global Advisors LLC	5,042	$2.12M	0.2%	-0.9%	0.003%
7/18/2024	Assenagon Asset Management S.A.	110,574	$46.54M	0.1%	-35.4%	0.061%
7/18/2024	Swedbank AB	68,201	$28.71M	0.0%	-0.7%	0.037%
7/17/2024	Atticus Wealth Management LLC	115	$48K	0.0%	-20.7%	0.000%
7/17/2024	DeDora Capital Inc.	1,314	$553K	0.2%	+6.0%	0.001%
7/17/2024	Vanderbilt University	8,143	$3.43M	0.7%	N/A	0.004%
7/17/2024	Wedge Capital Management L L P NC	9,130	$3.84M	0.1%	-40.4%	0.005%
7/17/2024	Baader Bank Aktiengesellschaft	3,701	$1.56M	0.1%	+117.7%	0.002%
7/16/2024	Envestnet Portfolio Solutions Inc.	6,821	$2.87M	0.0%	-11.2%	0.004%
7/16/2024	Patton Fund Management Inc.	9,800	$4.13M	0.9%	-16.4%	0.005%
7/16/2024	PineStone Asset Management Inc.	2,277,056	$958.48M	6.8%	+133.9%	1.247%
7/16/2024	Ferguson Wellman Capital Management Inc.	4,028	$1.70M	0.0%	-3.2%	0.002%
7/16/2024	V Square Quantitative Management LLC	3,035	$1.28M	0.2%	-11.2%	0.002%
7/16/2024	Wealth Enhancement Advisory Services LLC	10,071	$4.24M	0.0%	-2.4%	0.006%
7/16/2024	NorthCrest Asset Manangement LLC	35,942	$15.13M	0.5%	-0.2%	0.020%
7/16/2024	Diversified Trust Co	4,979	$2.10M	0.1%	+4.4%	0.003%
7/16/2024	Bank Pictet & Cie Asia Ltd.	8,710	$3.67M	0.2%	+4.2%	0.005%
7/16/2024	Burke & Herbert Bank & Trust Co.	500	$210K	0.1%	-10.7%	0.000%
7/16/2024	Wedmont Private Capital	2,056	$917K	0.1%	+9.6%	0.001%
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7/16/2024	Sequoia Financial Advisors LLC	3,639	$1.53M	0.0%	+3.2%	0.002%
7/16/2024	LVW Advisors LLC	1,960	$825K	0.1%	+25.2%	0.001%
7/16/2024	Walter & Keenan Wealth Management LLC IN ADV	1,724	$726K	0.2%	-1.9%	0.001%
7/15/2024	Dynamic Advisor Solutions LLC	681	$287K	0.0%	+8.3%	0.000%
7/15/2024	D.B. Root & Company LLC	1,441	$607K	0.2%	-14.8%	0.001%
7/15/2024	Northwest Investment Counselors LLC	9,172	$3.86M	1.0%	-1.4%	0.005%
7/15/2024	RFG Advisory LLC	1,033	$435K	0.0%	-8.8%	0.001%
7/15/2024	Securian Asset Management Inc.	9,016	$3.80M	0.1%	-2.3%	0.005%
7/15/2024	Crestmont Private Wealth LLC	996	$419K	0.2%	-2.8%	0.001%
7/15/2024	Artemis Investment Management LLP	128,661	$54.16M	0.7%	-3.3%	0.070%

(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, 1,099 institutional investors and hedge funds held shares of Moody's. The most heavily invested institutionals were Vanguard Group Inc. ($5.61B), TCI Fund Management Ltd. ($4.71B), BlackRock Inc. ($4.37B), State Street Corp ($2.32B), Akre Capital Management LLC ($1.75B), Fiera Capital Corp ($1.53B), and FMR LLC ($1.36B).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 928 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: Bank Julius Baer & Co. Ltd Zurich ($3.12M), TCI Fund Management Ltd. ($2.84M), Veritas Asset Management LLP ($2.68M), PineStone Asset Management Inc. ($2.67M), Norges Bank ($1.84M), Jennison Associates LLC ($1.63M), and Principal Financial Group Inc. ($1.13M).

How much institutional buying is happening at Moody's?: Institutional investors have bought a total of 35,722,806 shares in the last 24 months. This purchase volume represents approximately $11.79B in transactions.
Which Moody's major shareholders have been selling company stock?: Of the 649 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: Baillie Gifford & Co. ($2.51M), Fiera Capital Corp ($2.13M), Flossbach Von Storch AG ($2.12M), Principal Financial Group Inc. ($1.66M), Ninety One UK Ltd ($1.66M), FMR LLC ($1.11M), and Mackenzie Financial Corp ($1.03M).
How much institutional selling is happening at Moody's?: Institutional investors have sold a total of 30,734,262 shares in the last 24 months. This volume of shares sold represents approximately $9.89B in transactions.