Who owns Moody's Corporation (MCO)
Which tracked institutional funds hold MCO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MCO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MCO is one-sided between 2025-Q4 and 2026-Q1: 187 added or opened and 598 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MCO’s largest tracked holder by dollar value, BERKSHIRE HATHAWAY INC, sizes it at 4.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 3.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MCO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1369 tracked filers holding MCO, 643 increased or opened the position and 707 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MCO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 80
- VANGUARD CAPITAL MANAGEMENT LLC$4.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.7B
- VANGUARD FIDUCIARY TRUST CO$386M
- Vanguard Global Advisers, LLC$146M
- VANGUARD ASSET MANAGEMENT, Ltd$119M
- Prana Capital Management, LP$81M
Full exits 84
- VANGUARD GROUP INC$7.8B
- Employees Provident Fund Board$153M
- SCOPUS ASSET MANAGEMENT, L.P.$68M
- Meridiem Capital Partners LP$64M
- Ceredex Value Advisors LLC$48M
- Cartenna Capital, LP$46M
Largest adds
- Egerton Capital (UK) LLP$279M
- GOLDMAN SACHS GROUP INC$182M
- AQR CAPITAL MANAGEMENT LLC$156M
- PRINCIPAL FINANCIAL GROUP INC$152M
- BNP PARIBAS FINANCIAL MARKETS$123M
- LAZARD ASSET MANAGEMENT LLC$122M
Largest trims
- BlackRock, Inc.$1.9B
- BERKSHIRE HATHAWAY INC$1.8B
- FMR LLC$623M
- TCI FUND MANAGEMENT LTD$545M
- STATE STREET CORP$530M
- AKRE CAPITAL MANAGEMENT LLC$343M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 24,669,778 | $10.8B | 15.3% | 2026-Q1 |
| TCI FUND MANAGEMENT LTD added | 14,334,027 | $6.3B | 8.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 12,051,202 | $5.3B | 7.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 9,885,316 | $4.3B | 6.1% | 2026-Q1 |
| STATE STREET CORP added | 7,138,837 | $3.1B | 4.4% | 2026-Q1 |
| FMR LLC trimmed | 4,984,203 | $2.2B | 3.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,081,564 | $1.8B | 2.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,882,472 | $1.7B | 2.4% | 2026-Q1 |
| Fiera Capital Corp trimmed | 2,356,454 | $1.0B | 1.5% | 2026-Q1 |
| PineStone Asset Management Inc. trimmed | 2,349,784 | $1.0B | 1.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,349,281 | $1.0B | 1.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,322,297 | $1.0B | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,156,959 | $941M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 1,966,032 | $916M | 1.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,830,758 | $799M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,752,888 | $765M | 1.1% | 2026-Q1 |
| Egerton Capital (UK) LLP added | 1,545,670 | $674M | 1.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,328,012 | $605M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,387,075 | $605M | 0.9% | 2026-Q1 |
| WINDACRE PARTNERSHIP LLC added | 1,332,900 | $581M | 0.8% | 2026-Q1 |
| Valley Forge Capital Management, LP trimmed | 1,317,188 | $575M | 0.8% | 2026-Q1 |
| AKRE CAPITAL MANAGEMENT LLC trimmed | 1,246,114 | $544M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,146,533 | $500M | 0.7% | 2026-Q1 |
| Rothschild & Co Wealth Management UK Ltd trimmed | 1,108,934 | $484M | 0.7% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,081,807 | $472M | 0.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,044,841 | $456M | 0.6% | 2026-Q1 |
| Invesco Ltd. added | 1,009,805 | $441M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 883,679 | $386M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 882,973 | $385M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 890,699 | $385M | 0.5% | 2026-Q1 |
| ALTAROCK PARTNERS LP added | 862,036 | $376M | 0.5% | 2026-Q1 |
| Amundi trimmed | 842,967 | $368M | 0.5% | 2026-Q1 |
| Ninety One UK Ltd added | 840,302 | $367M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 786,943 | $343M | 0.5% | 2026-Q1 |
| BAILLIE GIFFORD & CO added | 764,266 | $333M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 746,867 | $326M | 0.5% | 2026-Q1 |
| BARCLAYS PLC trimmed | 709,825 | $310M | 0.4% | 2026-Q1 |
| Longview Partners (Guernsey) LTD trimmed | 709,634 | $310M | 0.4% | 2026-Q1 |
| Allen Investment Management, LLC trimmed | 701,813 | $306M | 0.4% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 680,927 | $297M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 671,947 | $293M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 659,944 | $288M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 655,920 | $286M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 614,364 | $268M | 0.4% | 2026-Q1 |
| APG Asset Management N.V. added | 684,104 | $259M | 0.4% | 2026-Q1 |
| UBS Group AG added | 588,848 | $257M | 0.4% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 558,311 | $239M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 546,149 | $236M | 0.3% | 2026-Q1 |
| MARSHFIELD ASSOCIATES trimmed | 538,993 | $235M | 0.3% | 2026-Q1 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S added | 518,183 | $226M | 0.3% | 2026-Q1 |
| AKO CAPITAL LLP trimmed | 510,824 | $223M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 504,423 | $220M | 0.3% | 2026-Q1 |
| National Pension Service trimmed | 499,293 | $218M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 459,565 | $200M | 0.3% | 2026-Q1 |
| Local Pensions Partnership Investment Ltd trimmed | 451,568 | $197M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 450,475 | $197M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 427,526 | $187M | 0.3% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 411,894 | $180M | 0.3% | 2026-Q1 |
| Cantillon Capital Management LLC trimmed | 392,513 | $171M | 0.2% | 2026-Q1 |
| Canoe Financial LP trimmed | 391,882 | $171M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 388,309 | $169M | 0.2% | 2026-Q1 |
| Skye Global Management LP added | 368,000 | $161M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 366,884 | $160M | 0.2% | 2026-Q1 |
| GENERATION INVESTMENT MANAGEMENT LLP added | 366,361 | $160M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 362,497 | $158M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 355,176 | $155M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 345,075 | $151M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 345,042 | $151M | 0.2% | 2026-Q1 |
| Evergreen Quality Fund GP, Ltd. trimmed | 337,200 | $147M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 335,650 | $146M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 304,762 | $133M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 300,036 | $131M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 297,370 | $130M | 0.2% | 2026-Q1 |
| DF DENT & CO INC trimmed | 295,401 | $129M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 294,426 | $128M | 0.2% | 2026-Q1 |
| Sarasin & Partners LLP trimmed | 287,785 | $126M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 286,213 | $125M | 0.2% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 276,525 | $121M | 0.2% | 2026-Q1 |
| Newport Trust Company, LLC trimmed | 272,656 | $119M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 272,202 | $119M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 271,931 | $119M | 0.2% | 2026-Q1 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 259,620 | $113M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 256,458 | $112M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 248,431 | $108M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 238,947 | $104M | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 238,234 | $104M | 0.1% | 2026-Q1 |
| BRISTOL JOHN W & CO INC /NY/ trimmed | 230,261 | $100M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 227,463 | $99M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 222,894 | $97M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 222,694 | $95M | 0.1% | 2026-Q1 |
| Markel Group Inc. | 213,890 | $93M | 0.1% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 213,331 | $93M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 198,358 | $87M | 0.1% | 2026-Q1 |
| CHILTON INVESTMENT CO INC. trimmed | 196,399 | $86M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 161,854 | $83M | 0.1% | 2026-Q1 |
| Prana Capital Management, LP added | 186,187 | $81M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 185,744 | $81M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 181,695 | $79M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 15,272,897 | $7.8B | 11.1% | 2025-Q4 stale |
| Employees Provident Fund Board added | 300,000 | $153M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.