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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hsbc Holdings Plc, Auto-Owners Insurance Co, Corient Private Wealth Llc, Storebrand Asset Management As, and Employees Provident Fund Board.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdBuy+166+1.0%17,568$8.97MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+19—19$9.71KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-3,595-100.0%0$0.00Q4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-3,177-5.9%50,227$25.66MQ4 2025Aug 18, 2026
Storebrand Asset Management AsSell-38,485-7.8%455,541$232.71MQ4 2025May 20, 2026
Hamilton Capital, LlcBuy+558—558$285.05KQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+8—8$4.09KQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+129—129$65.90KQ4 2025May 11, 2026
Stance Capital LlcBuy+2,873—2,873$1.47MQ4 2025Mar 17, 2026
Meadowbrook Advisors Group, LlcBuy+2,534—2,534$1.29MQ4 2025Mar 11, 2026
Larry Mathis Financial Planning, LlcBuy+917—917$468.45KQ4 2025Mar 11, 2026
Auto-Owners Insurance CoBuy+420,430—420,430$420.43KQ4 2025Mar 09, 2026
Hsbc Holdings PlcBuy+451,710—451,710$231.21MQ4 2025Mar 06, 2026
Xxec, Inc.Buy+11,850—11,850$6.05MQ4 2025Mar 05, 2026
Rehmann Capital Advisory GroupBuy+5,088—5,088$2.60MQ4 2025Mar 04, 2026
Shp Wealth ManagementBuy+27—27$13.62KQ4 2025Mar 04, 2026
Employees Provident Fund BoardBuy+18,022+6.4%300,000$153.25MQ4 2025Mar 03, 2026
TobamBuy+2,987—2,987$1.53MQ4 2025Mar 02, 2026
Cross Staff Investments IncBuy+1,212—1,212$619.15KQ4 2025Feb 27, 2026
Anchor Investment Management, LlcBuy+2,538—2,538$1.30MQ4 2025Feb 26, 2026
Td Capital Management LlcBuy+3—3$1.55KQ4 2025Feb 26, 2026
Bell Investment Advisors, IncBuy+132—132$67.43KQ4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+1,081—1,081$557.32KQ4 2025Feb 23, 2026
Phillip James Consulting Co.Buy+125—125$65.00KQ4 2025Feb 23, 2026
Mv Capital Management, Inc.Buy+1+1.0%101$51.60KQ4 2025Feb 23, 2026
Northcoast Asset Management LlcBuy+4,347—4,347$2.22MQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+2,897—2,897$1.48MQ4 2025Feb 20, 2026
Cambient Family Office, LlcBuy+792—792$404.59KQ4 2025Feb 20, 2026
White Knight Strategic Wealth Advisors, LlcBuy+523—523$267.18KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+98,838—98,838$47.06MQ4 2025Feb 19, 2026
Showing 30 of 1,369

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.