Free Trial

Moody's (MCO) Institutional Ownership

Moody's logo
$424.40 -1.29 (-0.30%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$423.75 -0.65 (-0.15%)
As of 04/17/2025 06:06 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 Polygon.io. 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)
748
Total
Institutional Inflows
(last 12 months)
$8.56B
Number of
Institutional Sellers
(last 12 months)
521
Total
Institutional Outflows
(last 12 months)
$6.91B
Get MCO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Moody's stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/17/2025NBT Bank N A NY493$230K0.0%-29.4%0.000%
4/17/2025Robertson Stephens Wealth Management LLC1,729$805K0.0%-50.8%0.001%
4/17/2025Patton Fund Management Inc.6,212$2.89M0.7%-23.0%0.003%
4/17/2025Fogel Capital Management Inc.10,720$4.99M2.7%-0.4%0.006%
4/17/2025Sagespring Wealth Partners LLC1,143$532K0.0%+21.7%0.001%
4/17/2025Great Lakes Retirement Inc.3,185$1.48M0.2%+9.7%0.002%
4/17/2025Sowell Financial Services LLC1,328$619K0.0%N/A0.001%
4/17/2025Janney Montgomery Scott LLC38,959$18.14M0.1%-1.0%0.022%
4/17/2025Mission Wealth Management LP1,071$499K0.0%-9.0%0.001%
4/17/2025Bank Pictet & Cie Europe AG70,258$32.72M0.8%-4.2%0.039%
4/17/2025Mn Services Vermogensbeheer B.V.60,872$28.35M0.2%-7.2%0.034%
4/17/2025D Orazio & Associates Inc.528$246K0.0%+5.8%0.000%
4/17/2025Exchange Traded Concepts LLC2,386$1.11M0.0%+50.0%0.001%
4/17/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH5,056$2.36M0.1%+7.0%0.003%
4/17/2025Ritholtz Wealth Management2,452$1.14M0.0%+21.4%0.001%
4/17/2025Raub Brock Capital Management LP34,133$15.90M3.5%N/A0.019%
4/16/2025 Everpar Advisors LLC628$292K0.2%-5.0%0.000%
4/16/2025 Campbell Newman Asset Management Inc.47,123$21.95M1.9%+0.1%0.026%
4/16/2025 Wealth Enhancement Advisory Services LLC22,532$10.49M0.0%+49.8%0.013%
4/16/2025 Azzad Asset Management Inc. ADV1,426$664K0.1%N/A0.001%
4/16/2025 Ipswich Investment Management Co. Inc.435$203K0.1%N/A0.000%
4/16/2025 Everhart Financial Group Inc.986$459K0.1%+9.3%0.001%
4/16/2025 Twin Peaks Wealth Advisors LLC917$399K0.2%+4.7%0.001%
4/16/2025 NorthCrest Asset Manangement LLC36,970$17.22M0.5%-0.1%0.021%
4/16/2025 Union Bancaire Privee UBP SA679$318K0.0%-31.8%0.000%
4/16/2025 Ferguson Wellman Capital Management Inc.3,735$1.74M0.0%+0.9%0.002%
4/15/2025 Net Worth Advisory Group609$284K0.1%-3.9%0.000%
4/15/2025 Sterling Investment Management LLC7,197$3.35M2.4%+34.9%0.004%
4/15/2025 Fifth Third Bancorp34,845$16.23M0.1%+21.7%0.019%
4/15/2025 Simon Quick Advisors LLC921$429K0.0%+51.0%0.001%
4/15/2025 Donaldson Capital Management LLC24,323$11.33M0.4%+5.6%0.014%
4/15/2025 CX Institutional1,076$501K0.0%-3.3%0.001%
4/15/2025 Assenagon Asset Management S.A.138,472$64.49M0.1%+74.8%0.077%
4/15/2025 Integrated Advisors Network LLC669$312K0.0%-10.2%0.000%
4/15/2025 Sarasin & Partners LLP445,990$207.69M2.2%-20.7%0.248%
4/15/2025 Atwood & Palmer Inc.400$186K0.0%-50.0%0.000%
4/15/2025 Handelsbanken Fonder AB59,486$27.70M0.1%-4.0%0.033%
4/15/2025 SG Americas Securities LLC71,040$33.08M0.1%-142.4%0.039%
4/15/2025 Avanza Fonder AB11,935$5.62M0.2%-1.0%0.007%
4/15/2025 Abacus FCF Advisors LLC10,578$4.93M0.8%+2.1%0.006%
How War with China Could Start in 128 Days (Ad)

The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we believe are in immediate danger.

There's a good chance you own at least one of these through a brokerage account, mutual fund, 401K,
4/15/2025 Accurate Wealth Management LLC846$362K0.1%+26.6%0.000%
4/15/2025 GAMMA Investing LLC1,724$803K0.1%+20.1%0.001%
4/15/2025 Wealthcare Advisory Partners LLC7,050$3.28M0.1%-2.2%0.004%
4/14/2025 Harbor Capital Advisors Inc.3,034$1.41M0.1%N/A0.002%
4/14/2025 Yousif Capital Management LLC18,676$8.70M0.1%-1.1%0.010%
4/14/2025 Panoramic Capital Partners LLC601$280K0.3%+18.3%0.000%
4/14/2025 Farther Finance Advisors LLC1,780$834K0.0%+12.1%0.001%
4/14/2025 Baldwin Wealth Partners LLC MA657$306K0.0%-19.4%0.000%
4/14/2025 Fenimore Asset Management Inc592$276K0.0%-24.8%0.000%
4/14/2025 Capital Investment Advisors LLC3,244$1.51M0.0%+19.0%0.002%
4/14/2025 Central Bank & Trust Co.12,276$5.72M1.0%-16.6%0.007%
4/14/2025 Park Avenue Securities LLC3,645$1.70M0.0%+13.5%0.002%
4/14/2025 Miracle Mile Advisors LLC4,912$2.29M0.0%-5.0%0.003%
4/14/2025 Seilern Investment Management Ltd18,019$8.39M0.5%-19.1%0.010%
4/14/2025 Wedmont Private Capital2,427$1.04M0.1%+5.8%0.001%
4/14/2025 UMB Bank n.a.8,864$4.13M0.1%+293.4%0.005%
4/14/2025 Clean Yield Group4,153$1.93M0.6%+933.1%0.002%
4/11/2025 OLIO Financial Planning732$341K0.1%+27.5%0.000%
4/11/2025 Blue Zone Wealth Advisors LLC13,988$6.51M1.8%+7.3%0.008%
4/11/2025 Congress Asset Management Co.225,512$105.02M0.8%+0.3%0.125%
4/11/2025 Procyon Advisors LLC953$444K0.0%+5.1%0.001%
4/11/2025 E. Ohman J or Asset Management AB7,030$3.27M0.1%-2.8%0.004%
4/11/2025 Vest Financial LLC439$204K0.0%N/A0.000%
4/10/2025 Boltwood Capital Management755$352K0.1%-6.8%0.000%
4/10/2025 Lmcg Investments LLC5,125$2.39M0.2%+1.5%0.003%
4/10/2025 Matrix Trust Co487$227K0.0%+50.3%0.000%
4/10/2025 Chronos Wealth Management LLC1,300$605K0.3%-16.1%0.001%
4/10/2025 Triangle Securities Wealth Management2,207$1.03M0.3%-1.1%0.001%
4/10/2025 Hennion & Walsh Asset Management Inc.9,048$4.21M0.2%+5.5%0.005%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc89,873$41.87M0.6%+29.5%0.050%
4/10/2025 Crestmont Private Wealth LLC1,285$598K0.3%+17.7%0.001%
4/10/2025 Unigestion Holding SA11,214$5.22M0.3%+53.7%0.006%
4/10/2025 Threadgill Financial LLC10,198$4.75M2.5%+312.7%0.006%
4/10/2025 Whipplewood Advisors LLC264$123K0.0%+70.3%0.000%
4/9/2025 Sentry Investment Management LLC504$235K0.1%-22.9%0.000%
4/9/2025 RFG Advisory LLC954$444K0.0%+4.5%0.001%
4/9/2025 Fulton Bank N.A.1,374$640K0.0%+2.5%0.001%
4/9/2025 Merit Financial Group LLC7,055$3.29M0.0%+89.7%0.004%
4/9/2025 XXEC Inc.14,013$6.53M5.7%-2.9%0.008%
4/9/2025 LVW Advisors LLC2,341$1.09M0.1%+3.7%0.001%
4/9/2025 Sarasin & Partners LLP591,232$280.59M2.8%+5.1%0.329%
4/9/2025 NBC Securities Inc.1,007$469K0.0%N/A0.001%
4/9/2025 Fiduciary Alliance LLC14,853$6.92M0.7%+3.8%0.008%
4/9/2025 American National Bank & Trust818$381K0.0%-4.2%0.000%
4/9/2025 Czech National Bank35,555$16.56M0.2%+5.2%0.020%
4/8/2025 Rhumbline Advisers332,616$154.90M0.1%+1.4%0.185%
4/8/2025 Fifth Third Wealth Advisors LLC1,563$728K0.0%+4.0%0.001%
4/8/2025 J2 Capital Management Inc505$235K0.2%-6.0%0.000%
4/8/2025 Beese Fulmer Investment Management Inc.1,030$480K0.0%+3.0%0.001%
4/8/2025 Armstrong Henry H Associates Inc.150,569$70.12M6.8%-0.7%0.084%
What to do with your collapsing portfolio… (Ad)

There might be only one way to save your retirement in this volatile time. After watching investors lose $6 trillion in market cap in a matter of DAYS... And after seeing businesses bleeding dry as trade tensions spiral out of control... What the acclaimed “Market Wizard” Larry Benedict — who beat the market by 103% during the 2008 crash — is about to reveal could not only save your retirement from Trump's tariffs…

Click here to access this emergency briefing BEFORE the next tariff announcement...
4/8/2025 Advisory Alpha LLC895$417K0.0%-35.8%0.000%
4/8/2025 Parallel Advisors LLC4,552$2.12M0.0%+4.9%0.003%
4/7/2025 GAMMA Investing LLC802,850$373.88M0.1%+55,808.8%0.446%
4/4/2025 Webster Bank N. A.5,399$2.51M0.3%N/A0.003%
4/4/2025 General Partner Inc.3,445$1.60M1.0%-6.8%0.002%
4/3/2025 Versant Capital Management Inc469$218K0.0%+101.3%0.000%
4/2/2025 Kera Capital Partners Inc.867$404K0.1%+6.4%0.000%
4/1/2025 MassMutual Private Wealth & Trust FSB592$276K0.0%+26.5%0.000%
3/24/2025Fire Capital Management LLC495$234K0.2%N/A0.000%
3/24/2025Wellington Management Group LLP136,873$64.79M0.0%+24.2%0.076%
(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, 1,261 institutional investors and hedge funds held shares of Moody's. The most heavily invested institutionals were Vanguard Group Inc. ($6.96B), TCI Fund Management Ltd. ($4.71B), BlackRock Inc. ($4.37B), State Street Corp ($3.34B), FMR LLC ($2.89B), Geode Capital Management LLC ($1.74B), and Akre Capital Management LLC ($1.46B).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 1,060 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 ($3.93M), Bank Julius Baer & Co. Ltd Zurich ($3.12M), TCI Fund Management Ltd. ($2.84M), PineStone Asset Management Inc. ($2.72M), Jennison Associates LLC ($2.05M), Veritas Asset Management LLP ($1.84M), and International Assets Investment Management LLC ($945.58K).

How much institutional buying is happening at Moody's?

Institutional investors have bought a total of 41,339,783 shares in the last 24 months. This purchase volume represents approximately $16.31B in transactions.

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

Of the 699 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. ($3.64M), Principal Financial Group Inc. ($2.32M), Fiera Capital Corp ($2.10M), Flossbach Von Storch AG ($1.87M), FMR LLC ($1.59M), Ninety One UK Ltd ($1.59M), and PineStone Asset Management Inc. ($1.38M).

How much institutional selling is happening at Moody's?

Institutional investors have sold a total of 33,415,058 shares in the last 24 months. This volume of shares sold represents approximately $13.12B in transactions.



This page (NYSE:MCO) was last updated on 4/18/2025 by MarketBeat.com Staff
From Our Partners