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Moody's (MCO) Institutional Ownership

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$475.74 -3.26 (-0.68%)
As of 01/17/2025 03:59 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)
623
Total
Institutional Inflows
(last 12 months)
$6.40B
Number of
Institutional Sellers
(last 12 months)
447
Total
Institutional Outflows
(last 12 months)
$5.54B
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MCO Institutional Buying and Selling by Quarter

Moody's Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025New Century Financial Group LLC945$453K0.2%-6.6%0.001%
1/17/2025Edge Financial Advisors LLC463$219K0.2%-8.1%0.000%
1/17/2025Beacon Investment Advisory Services Inc.4,768$2.26M0.1%+12.3%0.003%
1/17/2025Rothschild & Co Wealth Management UK Ltd1,083,090$512.70M9.0%-20.4%0.598%
1/17/2025Janney Montgomery Scott LLC39,335$18.62M0.1%-6.9%0.022%
1/17/2025Albion Financial Group UT95$45K0.0%N/A0.000%
1/17/2025Advisory Alpha LLC1,393$660K0.0%+14.0%0.001%
1/17/2025Sterling Investment Management LLC5,337$2.53M2.0%-1.2%0.003%
1/17/2025Nisa Investment Advisors LLC67,100$31.76M0.1%-5.4%0.037%
1/17/2025Simon Quick Advisors LLC610$289K0.0%+14.7%0.000%
1/17/2025MCF Advisors LLC5,528$2.62M0.2%-1.7%0.003%
1/17/2025Atomi Financial Group Inc.938$444K0.0%+54.3%0.001%
1/17/2025Alpha Cubed Investments LLC511$242K0.0%-4.1%0.000%
1/16/2025Lmcg Investments LLC5,048$2.39M0.1%-9.5%0.003%
1/16/2025Crossmark Global Holdings Inc.16,289$7.71M0.1%+13.1%0.009%
1/16/2025Chesapeake Wealth Management450$213K0.1%-14.3%0.000%
1/16/2025Central Bank & Trust Co.14,721$6.97M1.1%-8.4%0.008%
1/16/2025UMB Bank n.a.2,253$1.07M0.0%-5.9%0.001%
1/16/2025Sarasin & Partners LLP562,409$266.23M2.9%-4.9%0.310%
1/16/2025Lincoln Capital LLC11,990$5.68M1.2%-0.9%0.007%
1/16/2025Seilern Investment Management Ltd22,268$10.54M0.6%N/A0.012%
1/16/2025Smart Money Group LLC1,527$723K0.2%+2.8%0.001%
1/16/2025Grove Bank & Trust432$204K0.0%+13.4%0.000%
1/16/2025Artemis Investment Management LLP62,170$29.43M0.4%-4.0%0.034%
1/16/2025Clarius Group LLC1,467$694K0.0%-5.7%0.001%
1/15/2025 J2 Capital Management Inc537$254K0.2%N/A0.000%
1/15/2025 Aaron Wealth Advisors LLC1,180$559K0.1%+5.1%0.001%
1/15/2025 Kera Capital Partners Inc.815$386K0.1%N/A0.000%
1/15/2025 Smith Salley Wealth Management9,708$4.60M0.3%+6.5%0.005%
1/15/2025 Triangle Securities Wealth Management2,232$1.06M0.3%-1.0%0.001%
1/15/2025 HB Wealth Management LLC3,181$1.51M0.0%+7.3%0.002%
1/15/2025 Sanibel Captiva Trust Company Inc.486$230K0.0%N/A0.000%
1/15/2025 Canoe Financial LP422,624$200.06M2.9%+510.8%0.233%
1/15/2025 Carderock Capital Management Inc.19,767$9.36M2.3%-0.4%0.011%
1/15/2025 Merit Financial Group LLC3,720$1.76M0.0%+81.2%0.002%
1/15/2025 Relyea Zuckerberg Hanson LLC1,010$478K0.1%+3.1%0.001%
1/15/2025 Avanza Fonder AB12,052$5.71M0.2%N/A0.007%
1/15/2025 Procyon Advisors LLC907$429K0.0%+7.6%0.001%
1/15/2025 Everpar Advisors LLC661$313K0.2%-3.8%0.000%
1/15/2025 Empirical Asset Management LLC4,420$2.09M0.1%+44.8%0.002%
Henry Kissinger’s warning of Trump (Ad)

In this video, you’ll also get nine other Trump-connected investments… All of which we believe could have as much as 10-fold potential over the next four years…but only for those who get in now before Trump enters the Oval Office and unleashes America’s full economic might.

There’s only a few days left to act. 
1/15/2025 Ritholtz Wealth Management2,020$956K0.0%+4.5%0.001%
1/15/2025 Hennion & Walsh Asset Management Inc.8,577$4.06M0.2%+2.4%0.005%
1/14/2025 Heritage Family Offices LLP2,463$1.17M0.6%+7.2%0.001%
1/14/2025 USA Financial Formulas491$232K0.0%N/A0.000%
1/14/2025 Campbell Newman Asset Management Inc.47,063$22.28M1.8%-6.6%0.026%
1/14/2025 Burney Co.14,312$6.78M0.2%N/A0.008%
1/14/2025 Park Avenue Securities LLC3,212$1.52M0.0%+2.5%0.002%
1/14/2025 Assenagon Asset Management S.A.79,234$37.51M0.1%-72.3%0.044%
1/14/2025 Board of the Pension Protection Fund800$379K0.4%N/A0.000%
1/14/2025 Fifth Third Wealth Advisors LLC1,503$711K0.0%+2.2%0.001%
1/14/2025 Crestmont Private Wealth LLC1,092$517K0.2%+2.5%0.001%
1/14/2025 Accurate Wealth Management LLC668$303K0.1%+17.6%0.000%
1/14/2025 626 Financial LLC510$241K0.1%-31.1%0.000%
1/13/2025 Traveka Wealth LLC1,200$568K0.3%N/A0.001%
1/13/2025 Armstrong Henry H Associates Inc.151,584$71.76M7.2%-1.6%0.084%
1/13/2025 AdvisorNet Financial Inc256$121K0.0%-9.9%0.000%
1/13/2025 Miracle Mile Advisors LLC5,169$2.45M0.0%+26.6%0.003%
1/13/2025 Sunflower Bank N.A.932$441K0.1%+3.1%0.001%
1/13/2025 Wedmont Private Capital2,294$1.04M0.1%+7.3%0.001%
1/13/2025 Capital Investment Advisors LLC2,726$1.29M0.0%N/A0.002%
1/13/2025 Brookstone Capital Management1,575$745K0.0%-2.2%0.001%
1/13/2025 Fiduciary Alliance LLC14,316$6.78M0.7%+32.5%0.008%
1/13/2025 Threadgill Financial LLC2,471$1.17M0.6%+40.6%0.001%
1/13/2025 Matrix Trust Co324$153K0.0%N/A0.000%
1/13/2025 Aprio Wealth Management LLC871$412K0.1%+11.5%0.000%
1/13/2025 Czech National Bank33,788$15.99M0.1%+5.9%0.019%
1/10/2025 Graypoint LLC1,004$475K0.0%+3.2%0.001%
1/10/2025 NorthCrest Asset Manangement LLC36,428$17.29M0.5%-0.1%0.020%
1/10/2025 Wealth Enhancement Advisory Services LLC10,466$4.97M0.0%+4.7%0.006%
1/8/2025 Fulton Bank N.A.1,341$635K0.0%+5.8%0.001%
1/8/2025 International Assets Investment Management LLC1,090$515K0.0%-99.8%0.001%
1/7/2025 Diversified Trust Co4,945$2.34M0.1%-1.2%0.003%
1/6/2025 Canandaigua National Trust Co of Florida877$415K0.3%N/A0.000%
1/6/2025 Insight Wealth Strategies LLC9,905$4.69M0.6%-2.6%0.005%
1/6/2025 CWA Asset Management Group LLC3,095$1.47M0.1%+2.4%0.002%
1/6/2025 Nordea Investment Management AB220,279$104.77M0.1%+1,506.8%0.122%
1/3/2025 Everence Capital Management Inc.3,375$1.60M0.1%-24.6%0.002%
1/3/2025 General Partner Inc.3,695$1.75M1.1%-11.9%0.002%
1/3/2025 GAMMA Investing LLC1,436$680K0.1%+34.5%0.001%
1/3/2025 Versant Capital Management Inc233$110K0.0%+206.6%0.000%
12/13/2024Lord Abbett & CO. LLC53,080$25.19M0.1%N/A0.029%
12/6/2024Retirement Systems of Alabama33,504$15.90M0.1%-3.3%0.018%
11/27/2024Franklin Resources Inc.593,477$284.54M0.1%+3.4%0.328%
11/25/2024Tidal Investments LLC55,544$26.36M0.3%+538.4%0.031%
11/25/2024Wilmington Savings Fund Society FSB5,399$2.56M0.0%+29.3%0.003%
11/25/2024Sanctuary Advisors LLC8,107$3.90M0.0%+23.4%0.004%
11/25/2024Pine Valley Investments Ltd Liability Co8,546$4.06M0.2%-0.7%0.005%
11/21/2024SkyView Investment Advisors LLC6,298$2.99M0.5%+3.3%0.003%
11/20/2024Virtu Financial LLC15,612$7.41M0.4%+210.4%0.009%
11/19/2024M&T Bank Corp62,913$29.86M0.1%+11.2%0.035%
Henry Kissinger’s warning of Trump (Ad)

In this video, you’ll also get nine other Trump-connected investments… All of which we believe could have as much as 10-fold potential over the next four years…but only for those who get in now before Trump enters the Oval Office and unleashes America’s full economic might.

There’s only a few days left to act. 
11/19/2024Unigestion Holding SA4,594$2.18M0.1%+236.6%0.003%
11/18/2024TD Private Client Wealth LLC2,933$1.39M0.0%+828.2%0.002%
11/18/2024Arete Wealth Advisors LLC5,265$2.50M0.2%+0.7%0.003%
11/18/2024Teachers Retirement System of The State of Kentucky11,779$5.59M0.0%-6.3%0.007%
11/18/2024Sunbelt Securities Inc.109$52K0.0%+101.9%0.000%
11/18/2024Toronto Dominion Bank137,714$65.36M0.1%+20.5%0.076%
11/18/2024Chiron Investment Management LLC2,265$1.08M0.4%N/A0.001%
11/18/2024Coldstream Capital Management Inc.2,894$1.38M0.0%+12.6%0.002%
11/16/2024Geode Capital Management LLC3,612,172$1.71B0.1%+13.0%1.993%
11/15/2024M&T Bank Corp62,913$29.86M0.1%+11.2%0.035%
(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, 1,126 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 ($3.34B), FMR LLC ($3.12B), Akre Capital Management LLC ($1.75B), and Geode Capital Management LLC ($1.71B).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 945 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), PineStone Asset Management Inc. ($2.67M), Jennison Associates LLC ($2.05M), Veritas Asset Management LLP ($1.93M), Norges Bank ($1.84M), and International Assets Investment Management LLC ($946.70K).

How much institutional buying is happening at Moody's?

Institutional investors have bought a total of 35,949,254 shares in the last 24 months. This purchase volume represents approximately $13.12B in transactions.

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

Of the 644 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. ($2.63M), Fiera Capital Corp ($2.30M), Principal Financial Group Inc. ($2.19M), Flossbach Von Storch AG ($2.10M), Ninety One UK Ltd ($1.66M), PineStone Asset Management Inc. ($1.38M), and FMR LLC ($1.11M).

How much institutional selling is happening at Moody's?

Institutional investors have sold a total of 29,573,983 shares in the last 24 months. This volume of shares sold represents approximately $10.87B in transactions.


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This page (NYSE:MCO) was last updated on 1/18/2025 by MarketBeat.com Staff
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