| $6.49B |
| 0.0% |
| 8.276% |
| 12.30% |
| 3 | BlackRock, Inc. | 12.5M | $5.64B | -5.1% | 7.195% | 0.08% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 9.8M | $4.42B | -1.3% | 5.634% | 0.09% |
| 5 | STATE STREET CORP | 7.1M | $3.22B | -0.4% | 4.106% | 0.05% |
| 6 | FMR LLC | 5.0M | $2.26B | -0.0% | 2.878% | 0.10% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4.0M | $1.81B | -1.8% | 2.313% | 0.10% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7M | $1.69B | -3.8% | 2.155% | 0.08% |
| 9 | MORGAN STANLEY | 2.4M | $1.08B | +2.5% | 1.374% | 0.06% |
| 10 | NORGES BANK | 2.4M | $1.07B | — | 1.370% | 0.11% |
| 11 | PineStone Asset Management Inc. | 2.3M | $1.03B | -2.8% | 1.319% | 6.39% |
| 12 | GOLDMAN SACHS GROUP INC | 2.1M | $963.1M | -1.4% | 1.228% | 0.08% |
| 13 | Fiera Capital Corp | 2.1M | $944.5M | -11.5% | 1.204% | 3.43% |
| 14 | Bank of New York Mellon Corp | 2.0M | $914.7M | -14.0% | 1.166% | 0.15% |
| 15 | Egerton Capital (UK) LLP | 1.7M | $771.9M | +10.3% | 0.984% | 7.46% |
| 16 | NORTHERN TRUST CORP | 1.7M | $757.3M | -4.6% | 0.965% | 0.09% |
| 17 | PRINCIPAL FINANCIAL GROUP INC | 1.5M | $661.9M | +35.1% | 0.844% | 0.33% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.4M | $643.2M | +2.4% | 0.820% | 0.12% |
| 19 | WINDACRE PARTNERSHIP LLC | 1.4M | $638.6M | +5.8% | 0.814% | 6.31% |
| 20 | Valley Forge Capital Management, LP | 1.3M | $596.6M | 0.0% | 0.760% | 19.14% |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2M | $565.8M | -10.7% | 0.685% | 0.18% |
| 22 | Invesco Ltd. | 1.2M | $544.3M | +16.8% | 0.694% | 0.04% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $544.0M | +4.8% | 0.694% | 0.07% |
| 24 | AKRE CAPITAL MANAGEMENT LLC | 1.2M | $524.0M | -7.2% | 0.668% | 10.23% |
| 25 | Rothschild & Co Wealth Management UK Ltd | 1.1M | $500.4M | -0.4% | 0.638% | 7.22% |
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.
| 94.50% |
| +0.55 pp |
| $73.49B |
| 1.3% |
| Q4 2024 | 1,245 | +7.0% | 93.95% | +0.91 pp | $74.49B | +0.9% |
| Q3 2024 | 1,164 | — | 93.04% | — | $73.81B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
130 institutions opened new positions in MCO during Q2 2026, while 105 fully exited. 900 added to existing positions and 341 trimmed.
MCO institutional ownership fell by 1.42 percentage points quarter-over-quarter, with a net change of +39 holders.
The top 10 institutions account for 55.4% of all reported 13F value in MCO, and the top 25 account for 70.5%.
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