Moody's (MCO) Institutional Ownership

$394.06
+6.36 (+1.64%)
(As of 05/7/2024 ET)

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

Current
Institutional Ownership
Percentage
92.11%
Number of
Institutional Buyers
(last 12 months)
621
Total
Institutional Inflows
(last 12 months)
$7.34B
Number of
Institutional Sellers
(last 12 months)
446
Total
Institutional Outflows
(last 12 months)
$5.77B
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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
5/8/2024Williams Jones Wealth Management LLC.7,441$2.93M0.0%+26.6%0.004%
5/7/2024Meeder Advisory Services Inc.2,729$1.07M0.1%+5.9%0.001%
5/7/2024NorthRock Partners LLC754$296K0.0%-9.5%0.000%
5/7/2024Choate Investment Advisors1,828$718K0.0%-1.5%0.001%
5/7/2024Sei Investments Co.87,250$34.29M0.1%-54.4%0.048%
5/7/2024Redmond Asset Management LLC3,006$1.18M0.4%-9.9%0.002%
5/7/2024Concurrent Investment Advisors LLC1,274$501K0.0%-4.2%0.001%
5/7/2024Susquehanna Fundamental Investments LLC14,502$5.70M0.3%N/A0.008%
5/7/2024Forsta AP Fonden52,600$20.67M0.2%+68.1%0.029%
5/7/2024Allen Investment Management LLC895,050$351.78M4.4%+39.7%0.490%
5/7/2024Oppenheimer Asset Management Inc.18,498$7.27M0.1%-10.2%0.010%
5/7/2024Oppenheimer & Co. Inc.2,393$941K0.0%+9.2%0.001%
5/7/2024PFG Advisors988$388K0.0%-16.8%0.001%
5/7/2024Brooklyn Investment Group953$375K0.2%-8.5%0.001%
5/7/2024 Hilltop National Bank1,288$506K0.2%N/A0.001%
5/7/2024 Wealthspire Advisors LLC1,393$548K0.0%-7.9%0.001%
5/7/2024 SG Americas Securities LLC23,165$9.11M0.0%-77.6%0.013%
5/7/2024 Empowered Funds LLC4,809$1.89M0.0%+2.4%0.003%
5/7/2024 YCG LLC183,648$72.71M5.8%-2.1%0.101%
5/6/2024 Envestnet Portfolio Solutions Inc.7,681$3.02M0.0%+2.3%0.004%
5/6/2024 Empirical Finance LLC5,735$2.25M0.1%+3.4%0.003%
5/6/2024 Manchester Capital Management LLC803$316K0.0%+74.9%0.000%
5/6/2024 Oxbow Advisors LLC20,797$8.17M1.1%-2.3%0.011%
5/6/2024 Advisory Alpha LLC814$320K0.0%+44.6%0.000%
5/6/2024 Flossbach Von Storch AG280,031$110.06M0.5%-13.7%0.153%
5/6/2024 John G Ullman & Associates Inc.10,857$4.27M0.7%-3.1%0.006%
5/6/2024 Texas Permanent School Fund Corp36,189$14.22M0.1%+0.3%0.020%
5/4/2024 Howland Capital Management LLC1,013$398K0.0%-3.8%0.001%
5/3/2024 Signaturefd LLC3,952$1.55M0.0%+2.0%0.002%
5/3/2024 Chevy Chase Trust Holdings LLC94,085$36.98M0.1%-0.8%0.052%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S7,140$2.81M0.1%-7.8%0.004%
5/3/2024 Proficio Capital Partners LLC1,182$464K0.1%+3.0%0.001%
5/3/2024 Smith Salley Wealth Management7,905$3.11M0.2%+7.0%0.004%
5/3/2024 Wulff Hansen & CO.665$261K0.3%N/A0.000%
5/3/2024 Whittier Trust Co. of Nevada Inc.5,969$2.35M0.1%+1.7%0.003%
5/3/2024 Whittier Trust Co.1,870$735K0.0%-21.5%0.001%
5/2/2024 Smart Money Group LLC1,218$451K0.2%+58.8%0.001%
5/2/2024 Jennison Associates LLC1,493,908$587.15M0.4%-1.4%0.819%
5/2/2024 Mutual of America Capital Management LLC20,634$8.11M0.1%-2.0%0.011%
5/2/2024 FORA Capital LLC1,001$393K0.0%N/A0.001%
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5/2/2024 Daiwa Securities Group Inc.18,740$7.37M0.0%+11.6%0.010%
5/2/2024 Haverford Trust Co1,196$470K0.0%+10.0%0.001%
5/2/2024Value Partners Investments Inc.4,191$1.65M0.1%+8.9%0.002%
5/2/2024 Gilbert & Cook Inc.545$214K0.0%-17.5%0.000%
5/2/2024 Nordea Investment Management AB12,433$4.91M0.0%-3.9%0.007%
5/2/2024 Bryn Mawr Capital Management LLC691$272K0.0%N/A0.000%
5/2/2024 Fidelis Capital Partners LLC1,049$412K0.1%+14.3%0.001%
5/2/2024 BNP Paribas10,748$4.22M0.2%N/A0.006%
5/2/2024 Tobam125$49K0.0%-40.8%0.000%
5/2/2024 Tokio Marine Asset Management Co. Ltd.55,208$21.70M1.1%-4.4%0.030%
5/2/2024 Rockline Wealth Management LLC2,495$981K0.3%+11.1%0.001%
5/2/2024 PDS Planning Inc1,031$405K0.0%+5.3%0.001%
5/2/2024 Cross Staff Investments Inc1,062$417K0.4%-8.6%0.001%
5/2/2024 Hanlon Investment Management Inc.763$300K0.1%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC38,650$15.19M0.0%+8.9%0.021%
5/1/2024 Ballast Advisors LLC2,238$880K0.3%+8.3%0.001%
5/1/2024 Mirae Asset Global Investments Co. Ltd.37,685$14.81M0.0%+3.9%0.021%
5/1/2024 Baillie Gifford & Co.3,215,872$1.26B1.0%-11.6%1.762%
5/1/2024 Prosperity Consulting Group LLC1,163$457K0.1%+29.4%0.001%
5/1/2024 Mission Wealth Management LP1,419$558K0.0%+4.6%0.001%
5/1/2024 Sequoia Financial Advisors LLC3,527$1.39M0.0%-25.7%0.002%
4/30/2024 Private Advisor Group LLC3,107$1.22M0.0%-10.1%0.002%
4/30/2024 Retirement Systems of Alabama34,736$13.65M0.1%+0.1%0.019%
4/30/2024 Norden Group LLC1,510$594K0.0%N/A0.001%
4/30/2024 HB Wealth Management LLC2,378$935K0.0%+1.6%0.001%
4/30/2024 Mitchell Sinkler & Starr PA22,575$8.87M2.2%-8.2%0.012%
4/30/2024 Troy Asset Management Ltd187,261$73.60M2.3%-0.5%0.103%
4/30/2024 Caprock Group LLC3,148$1.24M0.1%+2.8%0.002%
4/30/2024 Naples Global Advisors LLC5,088$2M0.2%-1.9%0.003%
4/30/2024 Perigon Wealth Management LLC56,011$22.01M0.7%+0.1%0.031%
4/30/2024 Claret Asset Management Corp522$205K0.0%-5.8%0.000%
4/29/2024Commonwealth Equity Services LLC22,220$8.73M0.0%+5.6%0.012%
4/29/2024 Greenleaf Trust6,442$2.53M0.0%+0.9%0.004%
4/29/2024 Principal Financial Group Inc.1,407,969$553.37M0.3%-9.2%0.771%
4/29/2024 Benjamin Edwards Inc.63$25K0.0%N/A0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.2,077$817K0.0%+24.7%0.001%
4/29/2024 Monte Financial Group LLC2,929$1.15M0.5%+1.2%0.002%
4/29/2024 RWA Wealth Partners LLC2,433$956K0.0%-4.6%0.001%
4/29/2024 Tower Bridge Advisors21,604$8.49M0.9%-38.2%0.012%
4/29/2024 Mn Services Vermogensbeheer B.V.66,572$26.17M0.2%-15.5%0.036%
4/29/2024 Marks Group Wealth Management Inc27,326$10.74M1.1%+2.8%0.015%
4/27/2024 K.J. Harrison & Partners Inc3,624$1.42M0.2%+500.0%0.002%
4/26/2024 Pinnacle Associates Ltd.804$316K0.0%+4.0%0.000%
4/26/2024 Securian Asset Management Inc.9,228$3.63M0.1%-7.3%0.005%
4/26/2024 Yousif Capital Management LLC21,775$8.56M0.1%+5.8%0.012%
4/26/2024 SYSTM Wealth Solutions LLC1,918$754K0.1%-51.7%0.001%
4/26/2024 Chicago 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%
4/26/2024 KG&L Capital Management LLC956$376K0.1%+4.9%0.001%
4/25/2024 New York State Teachers Retirement System143,395$56.36M0.1%-3.9%0.079%
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4/25/2024 Bank of New York Mellon Corp2,692,411$1.06B0.2%+4.9%1.475%
4/25/2024 Strategy Asset Managers LLC1,651$649K0.1%N/A0.001%
4/25/2024 Kinneret Advisory LLC16,676$6.55M0.7%-0.3%0.009%
4/25/2024 Equitable Trust Co.3,240$1.27M0.1%-5.9%0.002%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 56,329$22.14M0.1%-13.8%0.031%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund28,043$11.02M0.1%-2.1%0.015%
4/25/2024 Aaron 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%
(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, 1,093 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 FMR LLC ($1.36B).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 930 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 38,946,989 shares in the last 24 months. This purchase volume represents approximately $12.65B in transactions.

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

Of the 651 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 ($2.12M), Baillie Gifford & Co. ($1.71M), Principal Financial Group Inc. ($1.66M), Ninety One UK Ltd ($1.66M), and FMR LLC ($1.11M).

How much institutional selling is happening at Moody's?

Institutional investors have sold a total of 32,821,588 shares in the last 24 months. This volume of shares sold represents approximately $10.43B in transactions.


This page (NYSE:MCO) was last updated on 5/8/2024 by MarketBeat.com Staff

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