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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Buy | +166 | +1.0% | 17,568 | $8.97M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +19 | — | 19 | $9.71K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -3,595 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -3,177 | -5.9% | 50,227 | $25.66M | Q4 2025 | Aug 18, 2026 |
| Storebrand Asset Management As | Sell | -38,485 | -7.8% | 455,541 | $232.71M | Q4 2025 | May 20, 2026 |
| Hamilton Capital, Llc | Buy | +558 | — | 558 | $285.05K | Q4 2025 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +8 | — | 8 | $4.09K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +129 | — | 129 | $65.90K | Q4 2025 | May 11, 2026 |
| Stance Capital Llc | Buy | +2,873 | — | 2,873 | $1.47M | Q4 2025 | Mar 17, 2026 |
| Meadowbrook Advisors Group, Llc | Buy | +2,534 | — | 2,534 | $1.29M | Q4 2025 | Mar 11, 2026 |
| Larry Mathis Financial Planning, Llc | Buy | +917 | — | 917 | $468.45K | Q4 2025 | Mar 11, 2026 |
| Auto-Owners Insurance Co | Buy | +420,430 | — | 420,430 | $420.43K | Q4 2025 | Mar 09, 2026 |
| Hsbc Holdings Plc | Buy | +451,710 | — | 451,710 | $231.21M | Q4 2025 | Mar 06, 2026 |
| Xxec, Inc. | Buy | +11,850 | — | 11,850 | $6.05M | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +5,088 | — | 5,088 | $2.60M | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +27 | — | 27 | $13.62K | Q4 2025 | Mar 04, 2026 |
| Employees Provident Fund Board | Buy | +18,022 | +6.4% | 300,000 | $153.25M | Q4 2025 | Mar 03, 2026 |
| Tobam | Buy | +2,987 | — | 2,987 | $1.53M | Q4 2025 | Mar 02, 2026 |
| Cross Staff Investments Inc | Buy | +1,212 | — | 1,212 | $619.15K | Q4 2025 | Feb 27, 2026 |
| Anchor Investment Management, Llc | Buy | +2,538 | — | 2,538 | $1.30M | Q4 2025 | Feb 26, 2026 |
| Td Capital Management Llc | Buy | +3 | — | 3 | $1.55K | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | Buy | +132 | — | 132 | $67.43K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +1,081 | — | 1,081 | $557.32K | Q4 2025 | Feb 23, 2026 |
| Phillip James Consulting Co. | Buy | +125 | — | 125 | $65.00K | Q4 2025 | Feb 23, 2026 |
| Mv Capital Management, Inc. | Buy | +1 | +1.0% | 101 | $51.60K | Q4 2025 | Feb 23, 2026 |
| Northcoast Asset Management Llc | Buy | +4,347 | — | 4,347 | $2.22M | Q4 2025 | Feb 20, 2026 |
| Sunbelt Securities, Inc. | Buy | +2,897 | — | 2,897 | $1.48M | Q4 2025 | Feb 20, 2026 |
| Cambient Family Office, Llc | Buy | +792 | — | 792 | $404.59K | Q4 2025 | Feb 20, 2026 |
| White Knight Strategic Wealth Advisors, Llc | Buy | +523 | — | 523 | $267.18K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +98,838 | — | 98,838 | $47.06M | Q4 2025 | Feb 19, 2026 |
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.
Related MCO Institutional Insights
- MCO Overview
- MCO 13F Institutional Holders
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- Most Sold Financial Services Stocks By Institutional Investors
- MCO Insider Trading & SEC Form 4 Activity
- MCO Articles
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