Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MCO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC | 24.7M | $10.76B | 0.0% | 13.914% | 4.09% |
| 2 | TCI Fund Management Ltd | 14.3M | $6.25B | +7.7% | 8.085% | 13.84% |
| 3 | BlackRock, Inc. | 13.1M | $5.73B | -6.4% | 7.404% | 0.10% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 9.9M | $4.31B | — | 5.575% | 0.11% |
| 5 | STATE STREET CORP | 7.1M | $3.11B | +0.1% | 4.026% | 0.11% |
| 6 | FMR LLC | 5.0M | $2.18B | -8.9% | 2.813% | 0.12% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4.1M | $1.78B | +2.9% | 2.302% | 0.11% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | $1.69B | — | 2.190% | 0.09% |
| 9 | Fiera Capital Corp | 2.4M | $1.03B | -0.7% | 1.329% | 3.52% |
| 10 | PineStone Asset Management Inc. | 2.3M | $1.03B | -1.1% | 1.325% | 7.21% |
| 11 | Bank of New York Mellon Corp | 2.3M | $1.02B | +3.2% | 1.325% | 0.19% |
| 12 | MORGAN STANLEY | 2.3M | $1.01B | -2.0% | 1.310% | 0.06% |
| 13 | GOLDMAN SACHS GROUP INC | 2.2M | $941.0M | +45.2% | 1.217% | 0.11% |
| 14 | NORTHERN TRUST CORP | 1.8M | $764.7M | +4.0% | 0.989% | 0.10% |
| 15 | Egerton Capital (UK) LLP | 1.5M | $674.3M | +99.9% | 0.872% | 7.48% |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.3M | $605.3M | +1.3% | 0.749% | 0.20% |
| 17 | UBS ASSET MANAGEMENT AMERICAS INC | 1.4M | $605.1M | -1.0% | 0.782% | 0.13% |
| 18 | WINDACRE PARTNERSHIP LLC | 1.3M | $581.5M | +19.1% | 0.752% | 6.22% |
| 19 | Valley Forge Capital Management, LP | 1.3M | $574.6M | -0.0% | 0.743% | 17.02% |
| 20 | AKRE CAPITAL MANAGEMENT LLC | 1.2M | $543.6M | -28.2% | 0.703% | 8.86% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $500.2M | +3.2% | 0.647% | 0.08% |
| 22 | Rothschild & Co Wealth Management UK Ltd | 1.1M | $483.8M | -0.7% | 0.626% | 7.40% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 1.1M | $472.0M | +72.5% | 0.610% | 0.25% |
| 24 | Legal & General Group Plc | 1.0M | $455.8M | -13.1% | 0.589% | 0.11% |
| 25 | Invesco Ltd. | 1.0M | $448.9M | +2.0% | 0.580% | 0.07% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MCO — a direct measure of their conviction.
Filings activity in MCO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,349 | 3.2% | 85.57% | 15.28 pp | $67.95B | 15% |
| Q4 2025 | 1,393 | +6.7% | 100.85% | +6.76 pp | $80.08B | +7.2% |
| Q3 2025 | 1,306 | 1.0% | 94.09% | 5.99 pp | $74.71B | 6.0% |
| Q2 2025 | 1,319 | +3.9% | 100.08% | +7.53 pp | $79.47B | +8.1% |
| Q1 2025 | 1,270 | +2.0% | 92.55% | 1.26 pp | $73.49B | 1.3% |
| Q4 2024 | 1,245 | +7.0% | 93.81% | +0.85 pp | $74.49B | +0.9% |
| Q3 2024 | 1,164 | +3.5% | 92.96% | 15.25 pp | $73.81B | 14% |
| Q2 2024 | 1,125 | — | 108.21% | — | $85.92B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MCO stock.
Based on Q1 2026 13F filings, institutional ownership of Moody's Corporation stands at 85.6%, held across 1,349 reporting institutions.
BERKSHIRE HATHAWAY INC is the largest reported institutional holder of MCO, with approximately 24,669,778 shares worth $10.76B as of Q1 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of MCO, including BERKSHIRE HATHAWAY INC, TCI Fund Management Ltd, AKRE CAPITAL MANAGEMENT LLC.
Our composite Smart Money Score for MCO is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
166 institutions opened new positions in MCO during Q1 2026, while 210 fully exited. 201 added to existing positions and 976 trimmed.
MCO institutional ownership fell by 15.28 percentage points quarter-over-quarter, with a net change of -44 holders.
The top 10 institutions account for 55.7% of all reported 13F value in MCO, and the top 25 account for 70.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Moody's Corporation (MCO) Institutional Ownership