MOODYS CORP (MCO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 158,461,417 shares against 173,200,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | $11.2B | 24,669,778 | 3.73% | 31q | HELD |
| TCI FUND MANAGEMENT LTD | $6.5B | 14,334,027 | 12.30% | 31q | HELD |
| BlackRock, Inc. | $5.6B | 12,461,878 | 0.08% | 8q | -5.1%-$301.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.4B | 9,757,973 | 0.09% | 2q | -1.3%-$57.7M |
| STATE STREET CORP | $3.2B | 7,111,386 | 0.10% | 31q | HELD |
| FMR LLC | $2.3B | 4,985,040 | 0.10% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $1.8B | 4,006,816 | 0.10% | 31q | -1.8%-$33.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.7B | 3,733,380 | 0.08% | 2q | -3.8%-$67.5M |
| MORGAN STANLEY | $1.1B | 2,379,424 | 0.06% | 35q | +2.5%+$25.9M |
| NORGES BANK | $1.1B | 2,372,048 | 0.11% | 32q | +10.5%+$101.7M |
| PineStone Asset Management Inc. | $1.0B | 2,283,961 | 6.39% | 15q | -2.8%-$29.8M |
| GOLDMAN SACHS GROUP INC | $963.1M | 2,126,435 | 0.08% | 31q | -1.4%-$13.8M |
| Fiera Capital Corp | $944.5M | 2,085,400 | 3.43% | 31q | -11.5%-$122.8M |
| Bank of New York Mellon Corp | $914.7M | 2,019,609 | 0.15% | 31q | -14.0%-$149.3M |
| Egerton Capital (UK) LLP | $771.9M | 1,704,229 | 7.46% | 3q | +10.3%+$71.8M |
| NORTHERN TRUST CORP | $757.3M | 1,671,990 | 0.09% | 31q | -4.6%-$36.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $700.0M | 1,545,468 | 0.07% | 31q | -15.6%-$129.2M |
| PRINCIPAL FINANCIAL GROUP INC | $661.9M | 1,461,325 | 0.33% | 31q | +35.1%+$171.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $643.2M | 1,420,099 | 0.12% | 31q | +2.4%+$15.0M |
| WINDACRE PARTNERSHIP LLC | $638.6M | 1,409,900 | 6.31% | 16q | +5.8%+$34.9M |
| Valley Forge Capital Management, LP | $596.6M | 1,317,188 | 19.14% | 31q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $565.8M | 1,186,385 | 0.18% | 31q | -10.7%-$67.5M |
| Invesco Ltd. | $544.3M | 1,201,752 | 0.04% | 31q | +16.8%+$78.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $544.0M | 1,201,108 | 0.07% | 31q | +4.8%+$24.7M |
| AKRE CAPITAL MANAGEMENT LLC | $524.0M | 1,156,893 | 10.23% | 31q | -7.2%-$40.4M |
| Rothschild & Co Wealth Management UK Ltd | $500.4M | 1,104,935 | 7.22% | 36q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $485.0M | 1,070,784 | 0.09% | 31q | +21.3%+$85.1M |
| AQR CAPITAL MANAGEMENT LLC | $471.0M | 1,045,155 | 0.16% | 31q | +131.7%+$267.7M |
| Amundi | $458.1M | 1,011,495 | 0.11% | 21q | +20.0%+$76.3M |
| Legal & General Group Plc | $451.4M | 996,557 | 0.09% | 31q | -4.6%-$21.9M |
| VANGUARD FIDUCIARY TRUST CO | $385.6M | 851,332 | 0.08% | 2q | -3.7%-$14.7M |
| Ninety One UK Ltd | $378.9M | 836,571 | 0.85% | 31q | HELD |
| ROYAL BANK OF CANADA | $370.9M | 818,967 | 0.06% | 31q | +4.1%+$14.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $337.0M | 744,030 | 0.24% | 31q | -16.5%-$66.4M |
| DEUTSCHE BANK AG\ | $326.7M | 721,425 | 0.09% | 34q | -3.4%-$11.5M |
| BAILLIE GIFFORD & CO | $325.1M | 717,871 | 0.29% | 31q | -6.1%-$21.0M |
| NEUBERGER BERMAN GROUP LLC | $307.0M | 677,875 | 0.20% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $291.2M | 642,955 | 0.02% | 31q | -4.3%-$13.1M |
| Russell Investments Group, Ltd. | $282.0M | 622,705 | 0.25% | 31q | +1.4%+$3.8M |
| STIFEL FINANCIAL CORP | $278.2M | 614,280 | 0.23% | 31q | -6.3%-$18.9M |
| BARCLAYS PLC | $275.7M incl. $1.1M options CALL | 606,233 | 0.05% | 31q | -14.6%-$47.1M |
| Nuveen, LLC | $260.7M | 575,490 | 0.06% | 6q | -12.8%-$38.3M |
| Longview Partners (Guernsey) LTD | $253.1M | 558,785 | 4.11% | 18q | -21.3%-$68.3M |
| Allen Investment Management, LLC | $246.8M | 544,862 | 2.93% | 31q | -22.4%-$71.1M |
| JPMORGAN CHASE & CO | $244.2M | 539,316 | 0.01% | 31q | -1.3%-$3.1M |
| GENERATION INVESTMENT MANAGEMENT LLP | $243.9M | 538,516 | 2.37% | 5q | +47.0%+$78.0M |
| National Pension Service | $226.9M | 500,927 | 0.15% | 31q | HELD |
| NORDEA INVESTMENT MANAGEMENT AB | $226.9M | 499,137 | 0.18% | 31q | -10.6%-$26.9M |
| BLS Capital Fondsmaeglerselskab A/S | $210.4M | 464,583 | 8.11% | 31q | -10.3%-$24.3M |
| AKO CAPITAL LLP | $193.8M | 427,920 | 4.52% | 31q | -16.2%-$37.5M |
| MARSHFIELD ASSOCIATES | $191.5M | 422,806 | 4.49% | 31q | -21.6%-$52.6M |
| HSBC HOLDINGS PLC | $187.2M | 413,412 | 0.08% | 31q | -10.0%-$20.9M |
| ENVESTNET ASSET MANAGEMENT INC | $186.7M | 412,231 | 0.04% | 31q | -3.6%-$6.9M |
| STOREBRAND ASSET MANAGEMENT AS | $186.1M | 410,972 | 0.46% | 26q | HELD |
| Local Pensions Partnership Investment Ltd | $184.5M | 407,207 | 3.87% | 7q | -9.8%-$20.1M |
| Evergreen Quality Fund GP, Ltd. | $183.1M | 404,200 | 2.95% | 9q | +19.9%+$30.3M |
| APG Asset Management N.V. | $169.6M | 428,004 | 0.42% | 31q | -37.4%-$101.5M |
| Canoe Financial LP | $169.0M | 373,122 | 2.09% | 10q | -4.8%-$8.5M |
| D. E. Shaw & Co., Inc. | $167.2M | 369,114 | 0.08% | 31q | +48.6%+$54.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $166.2M | 366,989 | 0.09% | 31q | +3.3%+$5.4M |
| LAZARD ASSET MANAGEMENT LLC | $153.2M | 338,284 | 0.23% | 33q | +18.2%+$23.6M |
| California Public Employees Retirement System | $150.8M | 332,872 | 0.08% | 31q | +13.1%+$17.4M |
| UBS Group AG | $149.8M incl. $225.6K options CALL | 330,302 | 0.02% | 31q | -43.9%-$117.3M |
| Sumitomo Mitsui Trust Group, Inc. | $149.1M | 329,301 | 0.09% | 31q | -4.6%-$7.1M |
| Vanguard Global Advisers, LLC | $146.8M | 324,142 | 0.07% | 2q | -3.4%-$5.2M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $144.9M | 319,889 | 0.27% | 32q | +275.2%+$106.3M |
| Caisse de depot et placement du Quebec | $143.2M | 316,164 | 0.20% | 31q | -13.8%-$23.0M |
| Skye Global Management LP | $141.3M | 312,000 | 2.75% | 20q | -15.2%-$25.4M |
| ALTAROCK PARTNERS LP | $137.1M | 302,624 | 3.23% | 31q | -64.9%-$253.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $134.8M | 297,554 | 0.09% | 2q | +9.4%+$11.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $133.1M | 293,829 | 0.12% | 31q | -18.9%-$31.1M |
| RHUMBLINE ADVISERS | $129.7M | 286,412 | 0.10% | 31q | -6.0%-$8.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $127.7M incl. $101.1M options CALL+PUT | 58,735 | 0.01% | 31q | +241.7%+$90.3M |
| CANADA PENSION PLAN INVESTMENT BOARD | $126.6M | 279,599 | 0.07% | 31q | +50.5%+$42.5M |
| SG Americas Securities, LLC | $123.9M | 273,648 | 0.07% | 29q | -8.8%-$12.0M |
| Newport Trust Company, LLC | $122.5M | 270,475 | 0.30% | 31q | -0.8%-$987.8K |
| DF DENT & CO INC | $122.0M | 269,427 | 2.31% | 31q | -8.8%-$11.8M |
| Assenagon Asset Management S.A. | $121.1M | 267,486 | 0.08% | 20q | +412.9%+$97.5M |
| NATIXIS ADVISORS, LLC | $120.0M | 264,848 | 0.13% | 31q | -2.7%-$3.3M |
| WELLS FARGO & COMPANY/MN | $118.8M | 262,244 | 0.02% | 31q | +55.2%+$42.3M |
| Junto Capital Management LP | $117.9M | 260,298 | 2.07% | 2q | +195.1%+$77.9M |
| CITADEL ADVISORS LLC | $112.4M incl. $83.0M options CALL+PUT | 64,798 | 0.01% | 31q | -20.5%-$29.0M |
| KING LUTHER CAPITAL MANAGEMENT CORP | $110.8M | 244,615 | 0.45% | 31q | -5.8%-$6.8M |
| CITIGROUP INC | $109.8M | 242,383 | 0.04% | 31q | +51.2%+$37.2M |
| BRISTOL JOHN W & CO INC /NY/ | $103.5M | 228,446 | 1.53% | 15q | -0.8%-$822.0K |
| SEI INVESTMENTS CO | $103.3M | 228,164 | 0.09% | 31q | -11.0%-$12.8M |
| JONES FINANCIAL COMPANIES LLLP | $101.9M | 226,478 | 0.04% | 23q | +1.7%+$1.7M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $100.4M | 221,766 | 0.09% | 31q | -7.2%-$7.8M |
| Markel Group Inc. | $96.9M | 213,890 | 0.74% | 31q | HELD |
| Holocene Advisors, LP | $94.2M | 208,079 | 0.21% | 5q | +241.5%+$66.6M |
| CONGRESS ASSET MANAGEMENT CO | $93.0M | 205,324 | 0.57% | 31q | -3.8%-$3.6M |
| HighTower Advisors, LLC | $90.9M | 200,594 | 0.09% | 31q | -11.8%-$12.2M |
| Tidal Investments LLC | $90.0M incl. $41.1M options CALL | 107,973 | 0.16% | 23q | +25.2%+$18.1M |
| NATIONAL BANK OF CANADA /FI/ | $87.5M | 193,214 | 0.06% | 19q | -13.3%-$13.4M |
| Robeco Institutional Asset Management B.V. | $86.6M | 191,260 | 0.11% | 38q | -30.8%-$38.6M |
| BNP PARIBAS FINANCIAL MARKETS | $85.6M incl. $2.1M options CALL+PUT | 184,188 | 0.03% | 31q | -63.5%-$148.7M |
| AMERIPRISE FINANCIAL INC | $84.6M | 186,770 | 0.02% | 31q | -45.9%-$71.7M |
| MILLENNIUM MANAGEMENT LLC | $82.8M incl. $9.7M options CALL+PUT | 161,259 | 0.03% | 25q | +1612.6%+$77.9M |
| NEW YORK STATE COMMON RETIREMENT FUND | $82.5M | 182,158 | 0.10% | 31q | -8.2%-$7.3M |
| CHILTON INVESTMENT CO INC. | $80.7M | 178,199 | 1.94% | 31q | -9.3%-$8.2M |
Showing the largest 100 of 1,422 reported holders. The count of 1,421 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 1,421 managers that file Form 13F reported holding Moodys Corp (MCO), $72.2B in all, or about 91% of the shares outstanding. 149 managers opened a position and 127 sold out completely, against 1,399 holders the quarter before. Largest holders: Berkshire Hathaway Inc, Tci Fund Management Ltd and Blackrock, Inc.. Largest new positions: Freestone Grove Partners Lp ($71.1M), Meridiem Capital Partners Lp ($65.6M) and Longaeva Partners L.P. ($59.3M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-15 | 2026-08-11 | Directors or officers departed or appointed | filing |
| 2026-08-12 | 2026-08-11 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-01 | Fauber Robert | President and CEO | Sold | 1,467 | $736.3K ×2 |
| 2026-08-03 | Fauber Robert | President and CEO | Sold | 1,467 | $710.5K ×2 |
| 2026-07-01 | Fauber Robert | President and CEO | Sold | 1,467 | $668.2K ×2 |
| 2026-06-01 | Fauber Robert | President and CEO | Sold | 1,467 | $665.5K ×2 |
| 2026-10-01 | Fauber Robert | President and CEO | Sold | 923 | $420.0K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 457 | $5.0B | 11,080,229 | 32 | 150 | 139 | 0.0% |
| Q2 2026 | 1,421 | $72.2B | 158,461,417 | 134 | 471 | 488 | 0.6% |
| Q1 2026 | 1,399 | $70.5B | 160,813,517 | 137 | 464 | 469 | 0.6% |
| Q4 2025 | 1,432 | $83.6B | 163,384,713 | 132 | 472 | 442 | 0.2% |
| Q3 2025 | 1,341 | $78.2B | 163,658,714 | 92 | 441 | 410 | 0.3% |
| Q2 2025 | 1,356 | $83.7B | 166,157,101 | 138 | 466 | 413 | 0.5% |
| Q1 2025 | 1,325 | $77.9B | 166,948,860 | 119 | 506 | 386 | 0.3% |
| Q4 2024 | 1,309 | $78.6B | 165,487,016 | 103 | 394 | 406 | 0.3% |
| Q3 2024 | 1,210 | $78.7B | 165,488,664 | 107 | 409 | 374 | 0.2% |
| Q2 2024 | 1,166 | $71.1B | 168,736,328 | 95 | 390 | 355 | 0.2% |
| Q1 2024 | 1,139 | $70.9B | 180,000,481 | 103 | 361 | 364 | 0.2% |
| Q4 2023 | 1,110 | $68.0B | 173,647,340 | 89 | 322 | 388 | 0.3% |
| Q3 2023 | 1,037 | $53.7B | 168,635,931 | 80 | 344 | 307 | 0.6% |
| Q2 2023 | 1,022 | $58.6B | 167,964,665 | 103 | 319 | 329 | 0.4% |
| Q1 2023 | 971 | $53.8B | 174,616,372 | 83 | 304 | 310 | 0.6% |
| Q4 2022 | 964 | $49.1B | 175,282,469 | 96 | 271 | 348 | 0.4% |
| Q3 2022 | 912 | $166.7B | 790,835,545 | 69 | 285 | 309 | 0.1% |
| Q2 2022 | 936 | $181.0B | 775,952,326 | 63 | 307 | 316 | 0.1% |
| Q1 2022 | 1,014 | $211.6B | 722,113,763 | 72 | 349 | 327 | 0.1% |
| Q4 2021 | 1,048 | $186.9B | 602,124,648 | 102 | 350 | 263 | 0.1% |
| Q3 2021 | 966 | $182.1B | 652,971,887 | 87 | 292 | 281 | 0.3% |
| Q2 2021 | 937 | $160.5B | 565,989,003 | 79 | 300 | 272 | 0.2% |
| Q1 2021 | 915 | $143.2B | 585,452,650 | 72 | 289 | 300 | 0.1% |
| Q4 2020 | 923 | $150.0B | 515,001,834 | 77 | 283 | 279 | 0.1% |
| Q3 2020 | 883 | $153.0B | 527,080,368 | 68 | 289 | 288 | 0.2% |
| Q2 2020 | 870 | $153.7B | 558,551,112 | 116 | 266 | 296 | 0.1% |
| Q1 2020 | 814 | $121.6B | 573,157,512 | 87 | 277 | 278 | 0.1% |
| Q4 2019 | 805 | $121.7B | 512,501,732 | 71 | 245 | 242 | 0.1% |
| Q3 2019 | 762 | $94.3B | 460,190,616 | 78 | 199 | 277 | 0.1% |
| Q2 2019 | 720 | $97.3B | 497,757,981 | 90 | 211 | 214 | 0.1% |
| Q1 2019 | 697 | $89.3B | 492,283,445 | 84 | 210 | 220 | 0.2% |
| Q4 2018 | 660 | $74.1B | 528,841,807 | 9 | 12 | 11 | 0.2% |