MCO Institutional Ownership & Shareholders

MOODY'S CORP (MCO) is currently held by 1,388 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $70.65B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Berkshire Hathaway is currently the largest disclosed institutional shareholder of MCO tracked by InsiderSet, reporting ownership valued at approximately $11.17B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.18B, representing an estimated gain of +9.05% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed MCO value among the investors covered in this analysis. Major shareholders include Berkshire Hathaway, TCI Fund Management, Blackrock, Inc., and several other long-term asset managers with concentrated positions in MOODY'S CORP (MCO).

This page ranks the largest institutional MCO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

1,388

Total Reported Value

$70.65B

Largest Holder

Berkshire Hathaway

Largest Position

$11.17B

Insider Transactions (90d)

26

Latest Filing Quarter

Q2 2026

New Institutional Positions

21

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Berkshire HathawayWarren Buffett3.73%24,669,778$11,173,435,852$12,184,650,052+$1,011,214,200+9.05%
TCI Fund ManagementChris Hohn12.30%14,334,027$6,492,167,509$7,079,719,276+$587,551,767+9.05%
Blackrock, Inc.0.08%12,461,878$5,644,233,742$6,155,046,163+$510,812,421+9.05%
Vanguard Capital Management Llc0.09%9,757,973$4,419,581,131$4,819,560,444+$399,979,313+9.05%
State Street Corp0.10%7,111,386$3,220,888,947$3,512,384,659+$291,495,712+9.05%
Fmr Llc0.10%4,985,040$2,257,824,155$2,462,161,106+$204,336,951+9.05%
Geode Capital Management, Llc0.10%4,006,816$1,810,392,193$1,979,006,491+$168,614,298+9.31%
Vanguard Portfolio Management Llc0.08%3,733,380$1,690,922,470$1,843,953,716+$153,031,246+9.05%
Morgan Stanley0.06%2,379,424$1,077,690,254$1,175,221,308+$97,531,054+9.05%
Norges Bank0.11%2,372,048$1,074,347,980$1,171,578,228+$97,230,248+9.05%
Pinestone Asset Management Inc.6.56%2,219,616$1,007,994,214$1,096,290,539+$88,296,325+8.76%
Goldman Sachs Group Inc0.10%2,126,435$963,104,910$1,050,267,511+$87,162,601+9.05%
Fiera Capital Corp3.43%2,085,400$944,519,368$1,029,999,914+$85,480,546+9.05%
Bank Of New York Mellon Corp0.15%2,019,609$914,721,438$997,505,081+$82,783,643+9.05%
Northern Trust Corp0.09%1,671,990$757,277,710$825,812,581+$68,534,871+9.05%
Egerton Capital UKJohn Armitage7.57%1,637,246$743,522,526$808,652,172+$65,129,646+8.76%
Price T Rowe Associates Inc0.07%1,545,468$699,974,000$763,322,100+$63,348,100+9.05%
Principal Financial Group Inc0.35%1,495,146$679,011,843$738,467,561+$59,455,718+8.76%
Windacre Partnership Llc6.31%1,409,900$638,571,908$696,363,709+$57,791,801+9.05%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.13%1,387,075$605,111,470$685,090,213+$79,978,743+13.22%
Valley Forge Capital ManagementDev Kantesaria19.14%1,317,188$596,580,789$650,572,325+$53,991,536+9.05%
Massachusetts Financial Services Co0.18%1,186,385$565,751,041$585,967,415+$20,216,374+3.57%
Invesco Ltd.0.04%1,201,752$544,297,602$593,557,330+$49,259,728+9.05%
Charles Schwab Investment Management Inc0.07%1,201,108$544,005,835$593,239,252+$49,233,417+9.05%
Akre Capital ManagementChuck Akre10.26%1,156,893$523,979,978$571,401,022+$47,421,044+9.05%
Rothschild & Co Wealth Management Uk Ltd6.96%1,098,248$498,747,364$542,435,670+$43,688,306+8.76%
Dimensional Fund Advisors Lp0.09%1,070,784$484,993,179$528,870,925+$43,877,746+9.05%
Aqr Capital Management Llc0.16%1,045,155$470,998,988$516,212,506+$45,213,518+9.60%
Legal & General Group Plc0.09%996,557$451,360,597$492,209,468+$40,848,871+9.05%
Vanguard Fiduciary Trust Co0.08%851,332$385,585,289$420,481,388+$34,896,099+9.05%
Ninety One Uk Ltd0.85%836,571$378,899,667$413,190,783+$34,291,116+9.05%
Royal Bank Of Canada0.06%818,967$370,924,000$404,495,991+$33,571,991+9.05%
Neuberger Berman Group Llc0.25%663,473$338,935,091$327,695,949-$11,239,142-3.32%
Schroder Investment Management Group0.24%744,030$336,986,068$367,483,857+$30,497,789+9.05%
Deutsche Bank Ag\0.09%721,425$326,747,810$356,319,022+$29,571,212+9.05%
Baillie Gifford & Co0.29%717,871$325,138,133$354,563,666+$29,425,533+9.05%
Bank Of America Corp0.02%642,955$291,207,190$317,561,904+$26,354,714+9.05%
Russell Investments Group, Ltd.0.25%622,705$282,026,818$307,560,227+$25,533,409+9.05%
Stifel Financial Corp0.23%614,280$278,225,096$303,399,035+$25,173,939+9.05%
Barclays Plc0.09%606,233$274,575,054$299,424,541+$24,849,487+9.05%
Nuveen, Llc0.06%575,490$260,650,597$284,240,266+$23,589,669+9.05%
Longview Partners (Guernsey) Ltd4.11%558,785$253,084,902$275,989,499+$22,904,597+9.05%
Allen Investment Management, Llc2.93%544,862$246,778,784$269,112,790+$22,334,006+9.05%
Jpmorgan Chase & Co0.01%539,316$244,165,140$266,373,566+$22,208,426+9.10%
Generation Investment Management Llp2.37%538,516$243,904,667$265,978,438+$22,073,771+9.05%
National Pension Service0.15%500,927$226,879,857$247,412,855+$20,532,998+9.05%
Nordea Investment Management Ab0.18%499,137$226,862,758$246,528,756+$19,665,998+8.67%
Bls Capital Fondsmaeglerselskab A/S8.11%464,583$210,418,932$229,462,190+$19,043,258+9.05%
AKO CapitalNicolai Tangen4.52%427,920$193,814,000$211,353,967+$17,539,967+9.05%
Marshfield Associates4.49%422,806$191,497,359$208,828,111+$17,330,752+9.05%
Showing 50 of 1,388

Frequently asked questions about MCO

  • Who are the largest institutional holders of MCO?

    The largest institutional holders of MCO reported in the latest SEC Form 13F filings include Berkshire Hathaway , TCI Fund Management , Blackrock, Inc. , Vanguard Capital Management Llc , and State Street Corp . InsiderSet ranks institutional holders by their latest reported MCO position.

  • What is MCO institutional ownership?

    This page tracks MCO positions reported by institutional investment managers through SEC Form 13F. MOODY'S CORP (MCO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own MCO?

    InsiderSet currently tracks 1,388 institutional managers reporting MCO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MCO shareholders.

  • How much MCO stock do institutions own?

    Institutional investment managers disclosed approximately $70.65B in MCO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was MCO institutional ownership last updated?

    The latest MCO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional MCO holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MCO position after the reporting date.

  • Are institutions buying or selling MCO?

    Institutional buying and selling can be analyzed by comparing MCO positions across consecutive 13F reporting periods. InsiderSet's MCO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MCO ownership changes.

  • How has MCO institutional ownership changed over time?

    InsiderSet tracks MCO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.