MOODY'S CORP (MCO) Institutional Ownership Changes & 13F Activity

MOODY'S CORP (MCO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Assenagon Asset Management S.A., Allianz Asset Management Gmbh, State Street Corp, California State Teachers Retirement System, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-15,295-3.6%412,231$186.71MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+1,429+7.9%19,434$8.80MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+494+8.0%6,687$3.03MQ2 2026Sep 23, 2026
State Street CorpSell-27,451-0.4%7,111,386$3.22BQ2 2026Sep 22, 2026
Andra Ap-FondenSell-6,280-19.8%25,359$11.49MQ2 2026Sep 22, 2026
Skyview Investment Advisors, LlcBuy+764+73.7%1,800$815.00Q2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheSell-15,226-15.1%85,711$38.82MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+1,217+46.1%3,856$1.75MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-12-2.6%443$200.65KQ2 2026Sep 04, 2026
Allianz Asset Management GmbhSell-45,673-63.9%25,760$11.67MQ2 2026Sep 02, 2026
Citadel Advisors LlcSell-16,718-20.5%64,798$29.35MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+2+4.9%43$19.48KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+15+83.3%33$14.95KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-4,290-15.9%22,625$10.25MQ2 2026Aug 27, 2026
Optimize Financial IncSell-3-0.3%1,006$455.64KQ2 2026Aug 27, 2026
Wellington Grp LlcBuy+1,219—1,219$552.11KQ2 2026Aug 26, 2026
Groupe La FrancaiseBuy+893—893$404.46KQ2 2026Aug 25, 2026
California State Teachers Retirement SystemSell-17,181-7.2%221,766$100.44MQ2 2026Aug 24, 2026
Vancity Investment Management LtdBuy+41+0.1%51,260$23.22MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-12-2.8%410$185.70KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+81,596+156.5%133,743$60.57MQ2 2026Aug 21, 2026
Clifford Swan Investment Counsel LlcSell-292-33.6%578$261.79KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-108-2.1%4,978$2.26MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+8,010+34.2%31,397$14.22MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-169-12.1%1,231$557.55KQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+1,474+6.4%24,600$11.14MQ2 2026Aug 18, 2026
Livforsakringsbolaget Skandia, OmsesidigtSell-200-15.6%1,080$489.15KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-140-2.4%5,761$2.61MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+63+0.6%9,840$4.46MQ2 2026Aug 18, 2026
Pin Oak Investment Advisors IncBuy+3—3$1.00Q2 2026Aug 18, 2026
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Frequently asked questions about MCO activity

  • Which institutional owners are buying MCO?

    Institutional owners buying MCO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MCO activity?

    "Buy" means an investor increased their reported position in MCO compared to the prior reporting period. This reflects growing exposure to MOODY'S CORP (MCO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MCO increasing?

    Institutional interest in MCO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.