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Moody's (MCO) Institutional Ownership

$398.44
-1.44 (-0.36%)
(As of 10:02 AM ET)

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

Current
Institutional Ownership
Percentage
92.11%
Number of
Institutional Buyers
(last 12 months)
613
Total
Institutional Inflows
(last 12 months)
$6.92B
Number of
Institutional Sellers
(last 12 months)
443
Total
Institutional Outflows
(last 12 months)
$5.53B
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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
5/28/2024 Teachers Retirement System of The State of Kentucky12,926$5.08M0.0%-5.2%0.007%
5/24/2024 Cetera Advisors LLC7,886$3.10M0.0%+98.3%0.004%
5/24/2024 Cetera Investment Advisers18,753$7.37M0.0%+204.2%0.010%
5/23/2024 Dock Street Asset Management Inc.24,951$9.81M1.5%-3.5%0.014%
5/21/2024 Atria Investments Inc7,707$3.03M0.0%+10.9%0.004%
5/21/2024 Swedbank AB68,659$26.99M0.0%N/A0.038%
5/21/2024 Altarock Partners LP800,135$314.48M6.8%-1.3%0.438%
5/17/2024 Citizens Financial Group Inc. RI3,633$1.43M0.0%-4.9%0.002%
5/17/2024 New Covenant Trust Company N.A.68$27K0.0%N/A0.000%
5/17/2024 Plato Investment Management Ltd567$223K0.0%+5,054.5%0.000%
5/17/2024 iA Global Asset Management Inc.30,237$11.88M0.1%+0.5%0.017%
5/17/2024 LBP AM SA4,654$1.83M0.1%-38.4%0.003%
5/17/2024 Comerica Bank37,092$14.58M0.1%+1.0%0.020%
5/17/2024 SkyView Investment Advisors LLC5,477$2.15M0.4%+13.8%0.003%
5/17/2024 Tidal Investments LLC6,880$2.70M0.0%+9.8%0.004%
5/17/2024 Motley Fool Asset Management LLC5,394$2.12M0.1%+7.0%0.003%
5/16/2024 California State Teachers Retirement System261,316$102.71M0.1%+0.1%0.143%
5/16/2024 Meiji Yasuda Life Insurance Co4,550$1.79M0.0%N/A0.002%
5/16/2024 B. Riley Wealth Advisors Inc.3,463$1.36M0.0%+1.9%0.002%
5/16/2024 Vancity Investment Management Ltd15,298$6.01M0.7%-2.4%0.008%
5/16/2024 Dynasty Wealth Management LLC1,437$565K0.0%N/A0.001%
5/16/2024 Fairbanks Capital Management Inc.5,407$2.13M1.5%-1.5%0.003%
5/16/2024 Windacre Partnership LLC1,746,000$686.23M9.4%+11.1%0.956%
5/16/2024 Industrial Alliance Investment Management Inc.1,331$523K0.2%+4.4%0.001%
5/16/2024 Ironvine Capital Partners LLC90,102$35.41M3.9%+0.2%0.049%
5/16/2024 Janus Henderson Group PLC29,360$11.54M0.0%+24.1%0.016%
5/16/2024 BRX Global LP54,378$21.37M16.0%+26.1%0.030%
5/15/2024 Public Employees Retirement System of Ohio83,567$32.84M0.1%-5.0%0.046%
5/15/2024 Blue Edge Capital LLC4,686$1.84M0.3%N/A0.003%
5/15/2024 London & Capital Asset Management Ltd59,410$23.35M1.8%+6.6%0.033%
5/15/2024 Public Employees Retirement Association of Colorado23,446$9.22M0.0%-5.0%0.013%
5/15/2024 Bamco Inc. NY32,270$12.68M0.0%+57.0%0.018%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund5,194$2.04M0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems11,952$4.70M0.1%-5.1%0.007%
5/15/2024 Price T Rowe Associates Inc. MD412,331$162.06M0.0%-0.8%0.226%
5/15/2024 BOKF NA4,171$1.64M0.0%-2.9%0.002%
5/15/2024 Kestra Advisory Services LLC42,617$16.75M0.1%+0.9%0.023%
5/15/2024 Totem Point Management LLC12,254$4.82M5.3%-5.9%0.007%
5/15/2024 Lazard Asset Management LLC10,703$4.21M0.0%-70.6%0.006%
5/15/2024 LRI Investments LLC326$130K0.0%N/A0.000%
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5/15/2024 1832 Asset Management L.P.35,046$13.77M0.0%+9.3%0.019%
5/15/2024 Quantum Capital Management LLC NJ150,727$59.24M6.4%-5.3%0.083%
5/15/2024 Cloverfields Capital Group LP13,275$5.22M1.8%+8.2%0.007%
5/15/2024 Gabelli Funds LLC10,009$3.93M0.0%+1.6%0.005%
5/15/2024 Longview Partners Guernsey LTD1,666,150$654.85M4.2%-2.7%0.912%
5/14/2024 Canada Pension Plan Investment Board56,890$22.36M0.0%-48.5%0.031%
5/14/2024 Toronto Dominion Bank129,761$51M0.1%+39.2%0.071%
5/14/2024 Capital International Investors126,988$49.91M0.0%-61.5%0.070%
5/14/2024 Capital Group Private Client Services Inc.730$287K0.0%-98.1%0.000%
5/14/2024 Rodgers Brothers Inc.4,181$1.64M0.2%-1.1%0.002%
5/14/2024 CreativeOne Wealth LLC6,379$2.51M0.1%+12.8%0.003%
5/14/2024 EntryPoint Capital LLC96$38K0.0%N/A0.000%
5/14/2024 LGT Group Foundation17,156$6.74M0.2%-0.4%0.009%
5/14/2024 Shell Asset Management Co.35,176$13.83M0.6%+9.4%0.019%
5/14/2024 Mattern Capital Management LLC661$260K0.0%N/A0.000%
5/14/2024 Crewe Advisors LLC9,063$3.56M0.4%N/A0.005%
5/14/2024 Titan Global Capital Management USA LLC17,906$7.04M1.1%-4.1%0.010%
5/14/2024 Ossiam26,901$10.57M0.2%-51.7%0.015%
5/14/2024 Akre Capital Management LLC4,452,967$1.75B14.5%-6.8%2.439%
5/14/2024 Natixis37,645$14.80M0.1%N/A0.021%
5/14/2024 Pitcairn Co.834$328K0.0%+6.6%0.000%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund53,000$20.83M0.1%+96.3%0.029%
5/14/2024 CANADA LIFE ASSURANCE Co152,684$60.05M0.1%+5.0%0.084%
5/14/2024 Round Hill Asset Management30,114$11.84M7.2%-12.4%0.016%
5/14/2024 American International Group Inc.48,626$19.11M0.1%-1.1%0.027%
5/14/2024 National Bank of Canada FI191,653$76.74M0.1%+68.4%0.105%
5/14/2024 Bluegrass Capital Partners LP12,000$4.72M4.9%-20.0%0.007%
5/14/2024 Lake Street Advisors Group LLC2,556$1.01M0.0%+15.0%0.001%
5/13/2024 Bessemer Group Inc.4,499$1.77M0.0%+0.9%0.002%
5/13/2024 Atlanta Consulting Group Advisors LLC678$266K0.1%N/A0.000%
5/13/2024 UniSuper Management Pty Ltd41,773$16.42M0.2%+8.3%0.023%
5/13/2024 Invesco LLC935$367K0.2%+4.7%0.001%
5/13/2024 O Shaughnessy Asset Management LLC19,724$7.75M0.1%+12.8%0.011%
5/13/2024 Ameritas Investment Partners Inc.1,702$669K0.0%-2.7%0.001%
5/11/2024 Resurgent Financial Advisors LLC1,147$451K0.2%+14.8%0.001%
5/11/2024 Covestor Ltd218$86K0.1%+165.9%0.000%
5/11/2024 Edgestream Partners L.P.1,012$398K0.0%-3.3%0.001%
5/11/2024 Cercano Management LLC196,076$77.06M2.1%+15.4%0.107%
5/10/2024 Acadian Asset Management LLC30,867$12.12M0.0%-56.3%0.017%
5/10/2024 Bristol Gate Capital Partners Inc.245,360$96.43M4.5%-0.4%0.134%
5/10/2024 TIAA Trust National Association6,226$2.45M0.0%-1.0%0.003%
5/10/2024 Vanguard Group Inc.14,283,558$5.61B0.1%+0.8%7.822%
5/10/2024 Spirepoint Private Client LLC1,984$780K0.1%N/A0.001%
5/10/2024 Intech Investment Management LLC7,772$3.06M0.0%-37.4%0.004%
5/10/2024 Clearstead Trust LLC66$26K0.0%-93.4%0.000%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp274,498$107.90M0.2%-17.3%0.150%
5/10/2024 First Foundation Advisors292$115K0.0%-7.9%0.000%
5/10/2024 Banco Santander S.A.43,973$17.28M0.2%+0.3%0.024%
5/10/2024 Motco1,577$620K0.0%+9,756.3%0.001%
5/10/2024 Cumberland Partners Ltd1,000$393K0.0%N/A0.001%
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5/10/2024 Taylor Hoffman Wealth Management9,598$3.77M1.6%+1.2%0.005%
5/9/2024 Great Lakes Retirement Inc.2,371$932K0.1%+3.1%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC1,622$637K0.0%+10.3%0.001%
5/9/2024 Orion Portfolio Solutions LLC6,443$2.53M0.0%-2.5%0.004%
5/9/2024 Blair William & Co. IL29,534$11.61M0.0%+1.7%0.016%
5/9/2024 Wilkins Investment Counsel Inc.1,100$432K0.1%N/A0.001%
5/9/2024 Picton Mahoney Asset Management25,875$10.17M0.3%+126.9%0.014%
5/9/2024 Kingsview Wealth Management LLC528$208K0.0%N/A0.000%
5/9/2024 Midwest Professional Planners LTD.11,353$4.46M1.6%-21.7%0.006%
5/9/2024 High Ground Investment Management LLP20,130$7.91M3.8%-51.1%0.011%
(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, 1,086 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 918 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 ($3.13M), TCI Fund Management Ltd. ($2.84M), Veritas Asset Management LLP ($2.68M), Norges Bank ($1.84M), Jennison Associates LLC ($1.63M), PineStone Asset Management Inc. ($1.37M), and Principal Financial Group Inc. ($1.13M).

How much institutional buying is happening at Moody's?

Institutional investors have bought a total of 34,051,236 shares in the last 24 months. This purchase volume represents approximately $11.04B in transactions.

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

Of the 642 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: Fiera Capital Corp ($2.13M), Flossbach Von Storch AG ($2.12M), Baillie Gifford & Co. ($1.71M), 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 30,128,871 shares in the last 24 months. This volume of shares sold represents approximately $9.57B in transactions.


This page (NYSE:MCO) was last updated on 5/30/2024 by MarketBeat.com Staff

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