Who owns Moody's (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-Q2 13F filings (latest filed 2026-09-22). 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
329 tracked funds added or opened MCO while 293 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 3.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 3.6pp 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 2026-Q1 and 2026-Q2, across 1332 tracked filers holding MCO, 626 increased or opened the position and 682 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 50
- Freestone Grove Partners LP$71M
- Meridiem Capital Partners LP$66M
- Longaeva Partners L.P.$59M
- Nykredit A/S$38M
- Oakcliff Capital Partners, LP$15M
- Polar Asset Management Partners Inc.$14M
Full exits 115
- Amundi$368M
- AKO CAPITAL LLP$223M
- SG Americas Securities, LLC$131M
- NATIXIS ADVISORS, LLC$119M
- HighTower Advisors, LLC$99M
- Prana Capital Management, LP$81M
Largest adds
- BERKSHIRE HATHAWAY INC$411M
- BlackRock, Inc.$387M
- AQR CAPITAL MANAGEMENT LLC$274M
- TCI FUND MANAGEMENT LTD$239M
- PRINCIPAL FINANCIAL GROUP INC$190M
- NORGES BANK$159M
Largest trims
- ALTAROCK PARTNERS LP$239M
- Cantillon Capital Management LLC$163M
- BNP PARIBAS FINANCIAL MARKETS$137M
- FIRST TRUST ADVISORS LP$125M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$111M
- Bank of New York Mellon Corp$110M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 24,669,778 | $11.2B | 17.6% | 2026-Q2 |
| TCI FUND MANAGEMENT LTD | 14,334,027 | $6.5B | 10.3% | 2026-Q2 |
| BlackRock, Inc. added | 12,461,878 | $5.6B | 8.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 9,757,973 | $4.4B | 7.0% | 2026-Q2 |
| STATE STREET CORP trimmed | 7,111,386 | $3.2B | 5.1% | 2026-Q2 |
| FMR LLC added | 4,985,040 | $2.3B | 3.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 4,006,816 | $1.8B | 2.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 3,733,380 | $1.7B | 2.7% | 2026-Q2 |
| MORGAN STANLEY added | 2,379,424 | $1.1B | 1.7% | 2026-Q2 |
| NORGES BANK added | 2,372,048 | $1.1B | 1.7% | 2026-Q2 |
| PineStone Asset Management Inc. trimmed | 2,283,961 | $1.0B | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,126,435 | $963M | 1.5% | 2026-Q2 |
| Fiera Capital Corp trimmed | 2,085,400 | $945M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,019,609 | $915M | 1.4% | 2026-Q2 |
| Egerton Capital (UK) LLP added | 1,704,229 | $772M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,671,990 | $757M | 1.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,545,468 | $700M | 1.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,461,325 | $662M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,420,099 | $643M | 1.0% | 2026-Q2 |
| WINDACRE PARTNERSHIP LLC added | 1,409,900 | $639M | 1.0% | 2026-Q2 |
| Valley Forge Capital Management, LP | 1,317,188 | $597M | 0.9% | 2026-Q2 |
| Invesco Ltd. added | 1,201,752 | $544M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,201,108 | $544M | 0.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,186,385 | $566M | 0.9% | 2026-Q2 |
| AKRE CAPITAL MANAGEMENT LLC trimmed | 1,156,893 | $524M | 0.8% | 2026-Q2 |
| Rothschild & Co Wealth Management UK Ltd trimmed | 1,104,935 | $500M | 0.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,070,784 | $485M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,045,155 | $471M | 0.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 996,557 | $451M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 851,332 | $386M | 0.6% | 2026-Q2 |
| Ninety One UK Ltd trimmed | 836,571 | $379M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 818,967 | $371M | 0.6% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 744,030 | $337M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 721,425 | $327M | 0.5% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 717,871 | $325M | 0.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 677,875 | $307M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 642,955 | $291M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 622,705 | $282M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 614,280 | $278M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 606,233 | $275M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 575,490 | $261M | 0.4% | 2026-Q2 |
| Longview Partners (Guernsey) LTD trimmed | 558,785 | $253M | 0.4% | 2026-Q2 |
| Allen Investment Management, LLC trimmed | 544,862 | $247M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 539,316 | $244M | 0.4% | 2026-Q2 |
| GENERATION INVESTMENT MANAGEMENT LLP added | 538,516 | $244M | 0.4% | 2026-Q2 |
| National Pension Service added | 500,927 | $227M | 0.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 499,137 | $227M | 0.4% | 2026-Q2 |
| BLS Capital Fondsmaeglerselskab A/S trimmed | 464,583 | $210M | 0.3% | 2026-Q2 |
| APG Asset Management N.V. trimmed | 428,004 | $170M | 0.3% | 2026-Q2 |
| MARSHFIELD ASSOCIATES trimmed | 422,806 | $191M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 413,412 | $187M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 412,231 | $187M | 0.3% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 410,972 | $186M | 0.3% | 2026-Q2 |
| Local Pensions Partnership Investment Ltd trimmed | 407,207 | $184M | 0.3% | 2026-Q2 |
| Evergreen Quality Fund GP, Ltd. added | 404,200 | $183M | 0.3% | 2026-Q2 |
| Canoe Financial LP trimmed | 373,122 | $169M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 369,114 | $167M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 366,989 | $166M | 0.3% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 338,284 | $153M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 332,872 | $151M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 330,302 | $150M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 329,301 | $149M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 324,142 | $147M | 0.2% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 319,889 | $145M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 316,164 | $143M | 0.2% | 2026-Q2 |
| Skye Global Management LP trimmed | 312,000 | $141M | 0.2% | 2026-Q2 |
| ALTAROCK PARTNERS LP trimmed | 302,624 | $137M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 297,554 | $135M | 0.2% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 293,829 | $133M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 286,412 | $130M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 279,599 | $127M | 0.2% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 270,475 | $123M | 0.2% | 2026-Q2 |
| DF DENT & CO INC trimmed | 269,427 | $122M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 262,244 | $119M | 0.2% | 2026-Q2 |
| Junto Capital Management LP added | 260,298 | $118M | 0.2% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 244,615 | $111M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 242,383 | $110M | 0.2% | 2026-Q2 |
| BRISTOL JOHN W & CO INC /NY/ trimmed | 228,446 | $103M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 228,164 | $103M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 226,478 | $102M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 221,766 | $100M | 0.2% | 2026-Q2 |
| Markel Group Inc. | 213,890 | $97M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP added | 208,079 | $94M | 0.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO trimmed | 205,324 | $93M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 193,214 | $88M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 191,260 | $87M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 186,770 | $85M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 184,188 | $83M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 182,158 | $83M | 0.1% | 2026-Q2 |
| CHILTON INVESTMENT CO INC. trimmed | 178,199 | $81M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 177,221 | $80M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 176,528 | $80M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 175,377 | $79M | 0.1% | 2026-Q2 |
| YCG, LLC trimmed | 174,210 | $79M | 0.1% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab trimmed | 169,399 | $77M | 0.1% | 2026-Q2 |
| BARR E S & CO added | 163,383 | $74M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 161,259 | $73M | 0.1% | 2026-Q2 |
| AVIVA PLC trimmed | 159,149 | $72M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 157,441 | $71M | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP added | 157,074 | $71M | 0.1% | 2026-Q2 |
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.