Moodys Corporation (MCO) Ownership

462.58 ↑4.70 (1.03%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Berkshire Hathaway Inc is the biggest individual institutional holder of Moodys Corporation (MCO), owning a total of 24.7 million shares. Combined, the top 31 institutional holders of MCO own 74.64% of the company with a total of 135.4 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders decreased their combined ownership of MCO by 4.5 million shares. 10 institutions bought 2,575,397 total additional shares and increased their ownership by an average of 9.60%. However 8 institutions sold 7,110,788 total shares and decreased their ownership by an average of 17.24%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Moodys Corporation decreased by a net total of -4,535,391 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	13.612%	0.000%	24,669,778	0	2024-09-30
Vanguard Group Inc	8.074%	0.477%	14,632,261	69,432	2024-09-30
BlackRock Inc	7.374%	1.336%	13,363,484	176,219	2024-09-30
TCI Fund Management Limited	7.309%	0.000%	13,246,769	0	2024-09-30
State Street Corp	3.889%	0.910%	7,047,772	63,556	2024-09-30
FMR Inc	3.631%	12.346%	6,581,036	723,226	2024-09-30
Geode Capital Management, LLC	1.993%	13.035%	3,612,172	416,535	2024-09-30
Akre Capital Management, LLC	1.856%	-20.332%	3,362,880	-858,224	2024-09-30
Fiera Capital Corporation	1.748%	-4.858%	3,167,708	-161,736	2024-09-30
Bank of New York Mellon Corp	1.602%	-0.533%	2,902,716	-15,541	2024-09-30
Jennison Associates LLC	1.288%	22.649%	2,333,263	430,878	2024-09-30
Morgan Stanley - Brokerage Accounts	1.229%	-69.975%	2,228,093	-5,192,689	2024-09-30
Massachusetts Financial Services Company	1.145%	31.974%	2,075,719	502,891	2024-09-30
Baillie Gifford & Co Limited.	1.132%	-15.235%	2,052,045	-368,807	2024-09-30
Legal & General Group PLC	0.929%	-1.517%	1,683,696	-25,931	2024-09-30
JPMorgan Chase & Co	0.885%	10.002%	1,603,229	145,773	2024-09-30
Ninety One UK Limited	0.855%	-21.773%	1,548,907	-431,114	2024-09-30
StonePine Asset Management Inc.	0.819%	3.245%	1,483,827	46,630	2024-09-30
Northern Trust Corp	0.814%	-3.706%	1,474,276	-56,746	2024-09-30
Longview Partners (Guernsey) Ltd.	0.811%	0.018%	1,469,867	257	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	13.612%	0.000%	24,669,778	0	2024-09-30
Vanguard Group Inc	8.074%	0.477%	14,632,261	69,432	2024-09-30
BlackRock Inc	7.374%	1.336%	13,363,484	176,219	2024-09-30
TCI Fund Management Limited	7.309%	0.000%	13,246,769	0	2024-09-30
State Street Corp	3.889%	0.910%	7,047,772	63,556	2024-09-30
State Street Corporation	3.797%	0.771%	6,914,332	52,903	2024-03-31
FMR Inc	3.631%	12.346%	6,581,036	723,226	2024-09-30
Geode Capital Management, LLC	1.993%	13.035%	3,612,172	416,535	2024-09-30
Akre Capital Management, LLC	1.856%	-20.332%	3,362,880	-858,224	2024-09-30
Fiera Capital Corporation	1.748%	-4.858%	3,167,708	-161,736	2024-09-30
Bank of New York Mellon Corp	1.602%	-0.533%	2,902,716	-15,541	2024-09-30
Goldman Sachs Group Inc	1.565%	148.719%	2,857,246	1,708,463	2023-12-31
Jennison Associates LLC	1.288%	22.649%	2,333,263	430,878	2024-09-30
Morgan Stanley - Brokerage Accounts	1.229%	-69.975%	2,228,093	-5,192,689	2024-09-30
Flossbach von Storch AG	1.171%	-9.824%	2,149,332	-234,160	2022-12-31
Massachusetts Financial Services Company	1.145%	31.974%	2,075,719	502,891	2024-09-30
Baillie Gifford & Co Limited.	1.132%	-15.235%	2,052,045	-368,807	2024-09-30
NORGES BANK	1.077%	5.771%	1,951,249	106,457	2024-06-30
Legal & General Group PLC	0.929%	-1.517%	1,683,696	-25,931	2024-09-30
WINDACRE PARTNERSHIP LLC	0.903%	-6.300%	1,636,000	-110,000	2024-06-30
JPMorgan Chase & Co	0.885%	10.002%	1,603,229	145,773	2024-09-30
Veritas Asset Management LLP	0.872%	-28.667%	1,591,921	-639,750	2023-12-31
Capital World Investors	0.869%	-9.227%	1,591,260	-161,756	2022-09-30
Rothschild & Co Wealth Management UK Ltd	0.871%	-5.112%	1,585,783	-85,424	2024-06-30
Principal Financial Group Inc	0.848%	-21.730%	1,551,167	-430,650	2023-12-31
Ninety One UK Limited	0.855%	-21.773%	1,548,907	-431,114	2024-09-30
Capital Research & Mgmt Co - Division 3	0.843%	0.193%	1,547,401	2,973	2022-12-31
Deutsche Bank AG	0.836%	-5.804%	1,529,117	-94,226	2023-06-30
StonePine Asset Management Inc.	0.819%	3.245%	1,483,827	46,630	2024-09-30
Northern Trust Corp	0.814%	-3.706%	1,474,276	-56,746	2024-09-30
Longview Partners (Guernsey) Ltd.	0.811%	0.018%	1,469,867	257	2024-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Moodys Corporation (MCO), owning a total of 4.9 million shares. Combined, the top 42 mutual fund holders of MCO own 32.17% of the company with a total of 58.6 million shares.

In the latest ownership report on December 31st 2024, the top 42 fund holders increased their combined ownership of MCO by 10 thousand shares. 3 funds bought 17,383 total additional shares and increased their ownership by an average of 0.32%. However 1 funds sold 7,661 total shares and decreased their ownership by an average of 1.3%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Moodys Corporation increased by a net total of 9,722 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.077%	0.760%	1,951,598	14,720	2024-12-31
iShares Core S&P 500 ETF	1.010%	0.070%	1,829,758	1,288	2024-12-31
The Financial Select Sector SPDR® ETF	0.611%	0.124%	1,107,023	1,375	2024-12-31
Blackrock Eq Idx Fund CF	0.321%	-1.300%	581,744	-7,661	2024-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.685%	-0.396%	4,866,314	-19,362	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.636%	1.863%	4,823,099	88,191	2023-03-31
Vanguard Institutional 500 Index Trust	2.324%	1.454%	4,210,858	60,361	2024-11-30
Vanguard 500 Index Investor	2.071%	0.536%	3,799,902	20,256	2023-08-31
Akre Focus Instl	1.560%	-13.589%	2,826,500	-444,500	2024-10-31
SPDR® S&P 500® ETF Trust	1.077%	0.760%	1,951,598	14,720	2024-12-31
Fidelity 500 Index	1.068%	0.684%	1,935,159	13,150	2024-11-30
SPDR® S&P 500 ETF Trust	1.030%	0.697%	1,879,996	13,020	2024-05-30
Fidelity® 500 Index	1.005%	0.641%	1,838,930	11,703	2023-11-30
iShares Core S&P 500 ETF	1.010%	0.070%	1,829,758	1,288	2024-12-31
Vanguard Growth Index Investor	0.904%	0.568%	1,638,209	9,250	2024-11-30
MFS Large Cap Value Equity	0.762%	-2.808%	1,395,862	-40,328	2022-12-31
MFS Value A	0.680%	-10.704%	1,246,443	-149,419	2023-01-31
20UGS Fiera Global Equity A USD acc	0.643%	-0.632%	1,178,867	-7,500	2023-08-31
Fidelity® Magellan®	0.628%	-4.074%	1,148,958	-48,800	2023-11-30
The Financial Select Sector SPDR® ETF	0.611%	0.124%	1,107,023	1,375	2024-12-31
Financial Select Sector SPDR® ETF	0.581%	0.032%	1,061,499	342	2024-05-30
Capital Group New Perspective Comp	0.577%	0.000%	1,052,718	0	2023-12-31
American Funds New Perspective A	0.577%	0.000%	1,052,718	0	2023-12-31
Fidelity Magellan	0.553%	-0.269%	1,002,058	-2,700	2024-11-30
Vanguard Institutional Index I	0.547%	-0.391%	991,329	-3,888	2024-11-30
FvS SICAV Multiple Opportunities F	0.529%	-9.371%	970,000	-100,299	2022-12-31
20UGS Pinestone Global Equity A USD acc	0.535%	-2.112%	968,873	-20,901	2024-11-30
Principal Blue Chip Institutional	0.469%	-15.296%	859,941	-155,289	2023-06-30
Vanguard Dividend Appreciation ETF	0.470%	0.582%	852,100	4,932	2024-11-30
Principal Aligned Blue Chip Equity	0.464%	-21.917%	851,259	-238,944	2023-06-30
PGI U.S. Blue Chip Equity	0.464%	-21.917%	851,259	-238,944	2023-06-30
MFS Growth Equity	0.468%	229.262%	848,654	590,910	2024-09-30
MFS Growth B	0.467%	-0.329%	845,865	-2,789	2024-10-31
MS INVF Global Brands A USD	0.438%	-1.923%	796,799	-15,620	2024-06-30
MS INVF Global Brands A	0.440%	-1.923%	796,799	-15,620	2024-06-30
Morgan Stanley Glbl Franchise	0.440%	-4.682%	796,799	-39,142	2024-06-30
State St S&P 500® Indx SL Cl III	0.419%	-0.053%	758,838	-400	2024-11-30
Allianz Income and Growth IT H2 EUR	0.414%	-3.882%	756,993	-30,577	2023-10-31
Fidelity Series International Growth	0.375%	0.000%	678,859	0	2024-11-30
Ninety One Global Franchise	0.353%	-21.771%	639,515	-177,979	2024-09-30
Ninety One GSF Glb Frchs I Acc USD	0.353%	0.000%	639,515	0	2024-11-30
Harbor Capital Appreciation Instl	0.332%	20.757%	602,142	103,501	2024-09-30
Blackrock Eq Idx Fund CF	0.321%	-1.300%	581,744	-7,661	2024-12-31
iShares Russell 1000 Growth ETF	0.310%	-0.057%	565,062	-321	2024-08-30
iShares MSCI USA Quality Factor ETF	0.308%	0.136%	560,871	760	2024-08-30
MFS Massachusetts Inv Gr Stk A	0.281%	7.565%	513,769	36,131	2024-04-30