MOODYS CORP (MCO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,332
Reporting holders
$70.9B
Reported value
89.8%
Of shares outstanding
0.6%
Held as options
+22
Holder change
Institutions report 155,530,756 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| 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 |
| Sixth Street Partners Management Company, L.P. | $544.0M | 1,201,108 | 0.07% | new | NEW |
| 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 | 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 |
| 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% | 3q | 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 | 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 | 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 |
| 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 |
| WELLS FARGO & COMPANY/MN | $118.8M | 262,244 | 0.02% | 31q | -22.4%-$34.3M |
| Junto Capital Management LP | $117.9M | 260,298 | 2.07% | 2q | +195.1%+$77.9M |
| CITADEL ADVISORS LLC | $112.4M | 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 |
| 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 | 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 | 184,188 | 0.03% | 31q | -63.5%-$148.7M |
| AMERIPRISE FINANCIAL INC | $84.6M | 186,770 | 0.02% | 31q | -72.9%-$228.0M |
| MILLENNIUM MANAGEMENT LLC | $82.8M | 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 |
| BANK OF MONTREAL /CAN/ | $80.3M | 177,221 | 0.03% | 31q | +13.8%+$9.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $79.9M | 176,528 | 0.12% | 7q | -2.8%-$2.3M |
| 1832 Asset Management L.P. | $79.4M | 175,377 | 0.04% | 31q | +68.5%+$32.3M |
| YCG, LLC | $78.9M | 174,210 | 6.94% | 31q | HELD |
Showing the largest 100 of 1,409 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,332 | $70.9B | 155,530,756 | 128 | 452 | 440 | 0.6% |
| Q1 2026 | 1,310 | $68.8B | 156,766,326 | 131 | 438 | 440 | 0.6% |
| Q4 2025 | 1,347 | $81.1B | 158,521,316 | 130 | 445 | 413 | 0.2% |
| Q3 2025 | 1,249 | $75.9B | 158,900,234 | 84 | 411 | 378 | 0.3% |
| Q2 2025 | 1,258 | $81.1B | 161,086,009 | 132 | 432 | 385 | 0.4% |
| Q1 2025 | 1,223 | $75.7B | 162,271,534 | 110 | 461 | 356 | 0.3% |
| Q4 2024 | 1,207 | $76.5B | 161,151,180 | 97 | 360 | 369 | 0.3% |
| Q3 2024 | 1,108 | $76.5B | 160,971,252 | 100 | 371 | 340 | 0.2% |
| Q2 2024 | 1,055 | $69.3B | 164,378,713 | 82 | 357 | 325 | 0.2% |
| Q1 2024 | 1,030 | $69.0B | 175,332,763 | 98 | 323 | 325 | 0.2% |
| Q4 2023 | 994 | $66.2B | 169,243,688 | 83 | 291 | 336 | 0.3% |
| Q3 2023 | 915 | $52.4B | 164,616,877 | 71 | 306 | 269 | 0.6% |
| Q2 2023 | 894 | $57.0B | 163,530,147 | 88 | 279 | 287 | 0.4% |
| Q1 2023 | 845 | $52.0B | 169,002,196 | 73 | 266 | 267 | 0.6% |
| Q4 2022 | 782 | $45.0B | 160,688,013 | 82 | 243 | 253 | 0.4% |
| Q3 2022 | 931 | $41.1B | 168,801,801 | 72 | 295 | 311 | 0.4% |
| Q2 2022 | 948 | $46.1B | 168,815,188 | 64 | 312 | 321 | 0.4% |
| Q1 2022 | 1,022 | $57.4B | 169,670,752 | 72 | 353 | 331 | 0.3% |
| Q4 2021 | 1,056 | $66.6B | 169,999,901 | 101 | 354 | 265 | 0.4% |
| Q3 2021 | 971 | $60.6B | 169,258,428 | 87 | 294 | 285 | 0.8% |
| Q2 2021 | 942 | $62.3B | 171,320,926 | 78 | 303 | 273 | 0.5% |
| Q1 2021 | 925 | $50.9B | 170,010,850 | 74 | 290 | 305 | 0.4% |
| Q4 2020 | 930 | $50.1B | 170,697,466 | 77 | 286 | 283 | 0.4% |
| Q3 2020 | 887 | $49.4B | 169,738,518 | 68 | 291 | 291 | 0.5% |
| Q2 2020 | 874 | $47.1B | 170,844,371 | 116 | 270 | 296 | 0.4% |
| Q1 2020 | 816 | $36.6B | 172,345,380 | 87 | 280 | 278 | 0.4% |
| Q4 2019 | 812 | $41.8B | 175,776,375 | 72 | 248 | 245 | 0.2% |
| Q3 2019 | 768 | $35.5B | 173,134,086 | 79 | 202 | 277 | 0.2% |
| Q2 2019 | 726 | $34.2B | 174,747,509 | 90 | 213 | 218 | 0.4% |
| Q1 2019 | 701 | $32.7B | 180,115,118 | 84 | 211 | 221 | 0.5% |
| Q4 2018 | 663 | $25.8B | 184,172,426 | 8 | 12 | 12 | 0.5% |