Moody's (MCO) Institutional Ownership

$376.13
+0.95 (+0.25%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Moody's (NYSE:MCO)

Current
Institutional Ownership
Percentage
92.11%
Number of
Institutional Buyers
(last 12 months)
629
Total
Institutional Inflows
(last 12 months)
$7.28B
Number of
Institutional Sellers
(last 12 months)
445
Total
Institutional Outflows
(last 12 months)
$6.12B
Get MCO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Moody's stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MCO Institutional Buying and Selling by Quarter

Moody's Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024K.J. Harrison & Partners Inc3,624$1.42M0.2%+500.0%0.002%
4/26/2024Pinnacle Associates Ltd.804$316K0.0%+4.0%0.000%
4/26/2024Securian Asset Management Inc.9,228$3.63M0.1%-7.3%0.005%
4/26/2024Yousif Capital Management LLC21,775$8.56M0.1%+5.8%0.012%
4/26/2024SYSTM Wealth Solutions LLC1,918$754K0.1%-51.7%0.001%
4/26/2024Chicago Partners Investment Group LLC9,729$3.72M0.2%+11.9%0.005%
4/26/2024 Mesirow Financial Investment Management Inc.1,109$438K0.0%N/A0.001%
4/26/2024KG&L Capital Management LLC956$376K0.1%+4.9%0.001%
4/25/2024New York State Teachers Retirement System143,395$56.36M0.1%-3.9%0.079%
4/25/2024Bank of New York Mellon Corp2,692,411$1.06B0.2%+4.9%1.475%
4/25/2024Strategy Asset Managers LLC1,651$649K0.1%N/A0.001%
4/25/2024Kinneret Advisory LLC16,676$6.55M0.7%-0.3%0.009%
4/25/2024Equitable Trust Co.3,240$1.27M0.1%-5.9%0.002%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 56,329$22.14M0.1%-13.8%0.031%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund28,043$11.02M0.1%-2.1%0.015%
4/25/2024Aaron Wealth Advisors LLC820$322K0.0%-23.5%0.000%
4/25/2024 Summit Financial LLC1,039$408K0.0%-20.8%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.4,514$1.77M0.0%+1.9%0.002%
4/24/2024 Verity & Verity LLC223,346$88K0.0%N/A0.122%
4/24/2024 CENTRAL TRUST Co2,174$854K0.0%-4.0%0.001%
4/24/2024 V Square Quantitative Management LLC3,416$1.34M0.2%+23.5%0.002%
4/24/2024 Pegasus Partners Ltd.844$332K0.0%-54.9%0.000%
4/24/2024 Simplicity Wealth LLC3,474$1.37M0.0%N/A0.002%
4/24/2024 Childress Capital Advisors LLC615$242K0.1%-5.7%0.000%
4/24/2024 Avitas Wealth Management LLC2,712$1.07M0.2%+2.0%0.001%
4/24/2024 Essex Financial Services Inc.554$218K0.0%N/A0.000%
4/24/2024 Bar Harbor Wealth Management1,326$521K0.0%-4.1%0.001%
4/24/2024 Assenagon Asset Management S.A.171,299$67.33M0.2%+419.7%0.094%
4/24/2024 E Fund Management Hong Kong Co. Ltd.1,193$469K0.3%N/A0.001%
4/23/2024Busey Bank649$255K0.0%N/A0.000%
4/23/2024 BSW Wealth Partners1,081$425K0.1%+37.0%0.001%
4/23/2024 Carderock Capital Management Inc.19,628$7.71M2.2%+1.5%0.011%
4/23/2024 Rice Hall James & Associates LLC877$345K0.0%-5.5%0.000%
4/23/2024 Louisiana State Employees Retirement System9,200$3.62M0.1%-3.2%0.005%
4/23/2024 Live Oak Private Wealth LLC11,219$4.41M0.8%+4.5%0.006%
4/23/2024 Amalgamated Bank34,225$13.45M0.1%-15.1%0.019%
4/23/2024 New Mexico Educational Retirement Board7,892$3.10M0.1%-3.7%0.004%
4/23/2024 Fifth Third Bancorp29,258$11.50M0.0%-0.2%0.016%
4/23/2024 Summit Trail Advisors LLC1,207$474K0.0%+11.3%0.001%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA2,163$820K0.0%-5.5%0.001%
The “Next Bitcoin”? 10 CENT Crypto Set to Explode (Ad)

The man who bought Bitcoin and Ethereum in 2017… and has spotted 44 different coins that have returned over 100%... Is now exposing a 10-cent coin that just partnered with Amazon…

Click For My #1 FREE Crypto for 2024
4/23/2024 Cigna Investments Inc. New1,687$663K0.1%-1.7%0.001%
4/23/2024 Accurate Wealth Management LLC660$247K0.1%+8.9%0.000%
4/23/2024 XXEC Inc.15,213$5.98M4.5%-31.5%0.008%
4/22/2024 Sterling Investment Management LLC4,605$1.81M1.3%+3.2%0.003%
4/22/2024 Donaldson Capital Management LLC15,702$6.17M0.3%+3.6%0.009%
4/22/2024 Raymond James & Associates83,839$32.95M0.0%-8.1%0.046%
4/22/2024 Windmill Hill Asset Management Ltd9,372$3.68M1.3%+24.0%0.005%
4/22/2024 Westbourne Investment Advisors Inc.3,421$1.35M0.5%-12.5%0.002%
4/22/2024 Progressive Investment Management Corp36,825$14.47M4.0%-1.1%0.020%
4/22/2024 IFM Investors Pty Ltd32,815$12.90M0.1%-1.1%0.018%
4/22/2024 Everpar Advisors LLC549$216K0.1%N/A0.000%
4/19/2024 Marshall Financial Group LLC3,691$1.45M0.4%+5.4%0.002%
4/19/2024 First Trust Direct Indexing L.P.3,264$1.28M0.1%+16.8%0.002%
4/19/2024 Norden Group LLC1,510$594K0.0%N/A0.001%
4/19/2024 State of Alaska Department of Revenue17,075$6.71M0.1%+0.4%0.009%
4/19/2024 Olstein Capital Management L.P.6,500$2.56M0.4%-7.1%0.004%
4/19/2024 Azzad Asset Management Inc. ADV1,854$729K0.1%-3.9%0.001%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.392,647$154.32M0.1%-0.3%0.215%
4/18/2024 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH355$140K0.0%-23.7%0.000%
4/18/2024 Applied Capital LLC FL5,984$2.35M1.9%+1.6%0.003%
4/18/2024 Exchange Capital Management Inc.5,507$2.16M0.4%-2.6%0.003%
4/18/2024 Allspring Global Investments Holdings LLC12,741$5.01M0.0%+11.6%0.007%
4/18/2024 Tributary Capital Management LLC1,060$417K0.0%-2.8%0.001%
4/18/2024 Congress Wealth Management LLC DE 29,710$11.68M0.2%+3.4%0.016%
4/18/2024 Hexagon Capital Partners LLC305$120K0.0%+10.9%0.000%
4/18/2024 Miracle Mile Advisors LLC3,398$1.34M0.0%+20.9%0.002%
4/18/2024 Kowal Investment Group LLC670$263K0.1%+15.1%0.000%
4/18/2024 Diversified Trust Co4,770$1.88M0.1%-0.6%0.003%
4/18/2024 LVW Advisors LLC1,566$615K0.1%+16.4%0.001%
4/18/2024 SteelPeak Wealth LLC595$234K0.0%N/A0.000%
4/18/2024 Blue Zone Wealth Advisors LLC12,810$5.04M1.7%+4.6%0.007%
4/17/2024 Fiduciary Alliance LLC9,830$3.87M0.7%-2.6%0.005%
4/17/2024 Atticus Wealth Management LLC145$57K0.0%-45.3%0.000%
4/17/2024 Coston McIsaac & Partners181$71K0.0%-22.3%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.5,459$2.15M0.1%+42.2%0.003%
4/16/2024 MCF Advisors LLC5,509$2.17M0.2%-5.0%0.003%
4/16/2024 Norris Perne & French LLP MI53,192$20.91M1.5%+0.8%0.029%
4/16/2024 DeDora Capital Inc.1,240$487K0.2%N/A0.001%
4/16/2024 AMF Tjanstepension AB27,777$10.92M0.1%-35.3%0.015%
4/16/2024 Addenda Capital Inc.9,016$3.54M0.2%-6.0%0.005%
4/16/2024 Sendero Wealth Management LLC7,443$2.93M0.5%-2.0%0.004%
4/16/2024 Artemis Investment Management LLP133,092$52.28M0.7%-2.8%0.073%
4/16/2024 Lincoln Capital LLC12,233$4.81M1.1%-0.6%0.007%
4/16/2024 Wealth Enhancement Advisory Services LLC10,323$4.06M0.0%-1.9%0.006%
4/15/2024 Wealthcare Advisory Partners LLC7,550$2.97M0.1%N/A0.004%
4/13/2024 Sarasin & Partners LLP360,979$141.88M1.4%+10.5%0.198%
4/12/2024 Peak Financial Advisors LLC7,362$2.89M1.8%N/A0.004%
4/12/2024 Northwest Investment Counselors LLC9,302$3.66M0.9%-1.5%0.005%
4/11/2024 Ballentine Partners LLC10,982$4.32M0.1%+3.5%0.006%
4/11/2024 Armstrong Henry H Associates Inc.157,251$61.80M6.0%-0.6%0.086%
If you have $2,500 bucks… check this out (Ad)

This computer whiz has been averaging 234% per year with an undefeated strategy he calls… The “Income Glitch” And he’s been making out like a bandit with a 100% success rate on over 64 trade opportunities!

Click here to unlock the Income Glitch training workshop for free. 
4/11/2024 Crestmont Private Wealth LLC1,025$403K0.2%+14.7%0.001%
4/11/2024 International Assets Investment Management LLC852$336K0.0%+50.3%0.000%
4/11/2024Central Bank & Trust Co.15,515$6.10M0.9%-0.2%0.009%
4/11/2024 Congress Asset Management Co. MA209,959$82.52M0.6%+1.5%0.115%
4/11/2024 Gulf International Bank UK Ltd13,645$5.36M0.1%+0.3%0.007%
4/11/2024 RFG Advisory LLC1,133$445K0.0%+5.0%0.001%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.17,903$7.04M0.6%+4.9%0.010%
4/11/2024 Shilanski & Associates Inc.3,271$1.29M0.4%N/A0.002%
4/10/2024 Triangle Securities Wealth Management2,387$938K0.3%-2.8%0.001%
4/10/2024 Aprio Wealth Management LLC605$238K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

MCO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MCO shares?

During the previous two years, 1,097 institutional investors and hedge funds held shares of Moody's. The most heavily invested institutionals were TCI Fund Management Ltd. ($4.71B), Vanguard Group Inc. ($4.42B), BlackRock Inc. ($4.37B), State Street Corp ($2.32B), Akre Capital Management LLC ($1.87B), Fiera Capital Corp ($1.53B), and Baillie Gifford & Co. ($1.42B).Learn more on MCO's institutional investors.

What percentage of Moody's stock is owned by institutional investors?

92.11% of Moody's stock is owned by institutional investors. Learn more on MCO's institutional investor holdings.

Which institutional investors have been buying Moody's stock?

Of the 938 institutional investors that purchased Moody's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TCI Fund Management Ltd. ($3.56M), Bank Julius Baer & Co. Ltd Zurich ($3.13M), Veritas Asset Management LLP ($2.68M), Norges Bank ($1.84M), Principal Financial Group Inc. ($1.68M), Jennison Associates LLC ($1.63M), and Massachusetts Financial Services Co. MA ($1.37M).

How much institutional buying is happening at Moody's?

Institutional investors have bought a total of 39,224,978 shares in the last 24 months. This purchase volume represents approximately $12.72B in transactions.

Which Moody's major shareholders have been selling company stock?

Of the 652 institutional investors that sold Moody's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($2.47M), Fiera Capital Corp ($2.37M), Flossbach Von Storch AG ($2.07M), Baillie Gifford & Co. ($1.82M), Ninety One UK Ltd ($1.66M), Principal Financial Group Inc. ($1.52M), and FMR LLC ($1.11M).

How much institutional selling is happening at Moody's?

Institutional investors have sold a total of 32,864,308 shares in the last 24 months. This volume of shares sold represents approximately $10.40B in transactions.


This page (NYSE:MCO) was last updated on 4/28/2024 by MarketBeat.com Staff

From Our Partners