Moody's Ownership | Who Owns Moody's?

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Moody's Ownership Summary

Moody's is owned by 89.01% institutional investors, 13.85% insiders. Berkshire hathaway is the largest institutional shareholder, holding 13.51% of MCO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.70% of its assets in Moody's shares.

MCO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Moody's	89.01%	13.85%	-2.86%
Sector	Financial Services Stocks	49.80%	13.92%	36.27%
Industry	Financial Data & Stock Exchanges Stocks	77.30%	16.98%	5.73%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Berkshire hathaway	24.67M	13.51%	$10.38B
Vanguard group	14.56M	7.98%	$6.13B
Tci fund management	13.25M	7.25%	$5.58B
Blackrock	13.19M	7.22%	$5.55B
State street	6.98M	3.82%	$2.94B
Fmr	5.86M	3.21%	$2.47B
Akre capital management	4.22M	2.31%	$1.78B
Morgan stanley	3.71M	2.03%	$1.56B
Fiera capital	3.33M	1.82%	$1.40B
Geode capital management	3.20M	1.75%	$1.34B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rings capital management	120.00K	26.42%	$50.51M
Brx global lp	59.74K	18.49%	$25.15M
Akre capital management	4.22M	15.63%	$1.78B
Tci fund management	13.25M	13.63%	$5.58B
Valley forge capital management, lp	1.22M	13.26%	$512.87M
Rothschild & co wealth management uk	1.59M	11.37%	$667.50M
Altarock partners	1.09M	9.42%	$457.58M
Gfi investment counsel	167.88K	9.25%	$70.67M
Windacre partnership	1.64M	9.06%	$688.64M
Triple frond partners	150.79K	7.45%	$63.47M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.95M	0.12%	1.95M
Stonepine asset management	2.28M	6.75%	1.30M
Tci fund management	13.25M	13.63%	1.05M
Fmr	5.86M	0.16%	461.24K
Jennison associates	1.90M	0.51%	408.48K

Top Sellers

Holder	Shares	% Assets	Change
Veritas asset management llp	-	-	-935.91K
Baillie gifford	2.42M	0.79%	-795.02K
Harris associates l p	305.45K	0.22%	-460.53K
Fiera capital	3.33M	4.34%	-452.85K
Barclays	385.48K	0.05%	-232.69K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.95M	0.12%	1.95M	$821.34M
Manning & napier advisors	335.77K	1.60%	335.77K	$141.34M
Evergreen quality fund gp	164.05K	2.85%	164.05K	$69.05M
Select equity group	116.58K	0.19%	116.58K	$49.07M
J. safra sarasin	68.92K	0.53%	68.92K	$29.01M

Sold Out

Holder	Change
Mine & arao wealth creation & management, llc.	-1.00
Redwood wealth management group	-1.00
Opal wealth advisors	-2.00
Riggs asset managment	-2.00
Delta asset management llc/tn	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	1,206	3.08%	161,728,328	-2.65%	89	1.07%	568	9.02%	384	-1.29%
Jun 30, 2024	1,151	0.52%	166,731,986	1.74%	91	1.13%	512	-1.73%	384	-3.27%
Mar 31, 2024	1,145	2.32%	163,887,219	-2.46%	89	1.06%	521	2.56%	397	-2.93%
Dec 31, 2023	1,119	6.07%	168,013,125	1.23%	91	1.12%	508	9.72%	409	18.90%
Sep 30, 2023	1,055	1.44%	165,975,891	-0.70%	90	1.09%	463	-0.22%	344	-3.10%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	4.89M	2.70%	-16.77K
Vanguard Institutional 500 Index Trust	4.15M	2.29%	48.52K
Akre Focus Instl	3.27M	1.80%	-690.00K
Fidelity 500 Index	1.93M	1.06%	-9.49K
SPDR® S&P 500® ETF Trust	1.90M	1.05%	644.00
iShares Core S&P 500 ETF	1.74M	0.96%	2.70K
Vanguard Growth Index Investor	1.63M	0.90%	9.84K
The Financial Select Sector SPDR® ETF	1.08M	0.60%	2.35K
20UGS Pinestone Global Equity A USD acc	1.01M	0.56%	-10.00K
Fidelity Magellan	1.00M	0.55%	400.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 02, 2024	Fauber Robert	President and CEO	Sell	$140.36K
Nov 15, 2024	Fauber Robert	President and CEO	Sell	$134.60K
Nov 08, 2024	West Michael L	President, Moody's Investors	Sell	$531.16K
Nov 08, 2024	West Michael L	President, Moody's Investors	Sell	$284.66K
Nov 08, 2024	West Michael L	President, Moody's Investors	Sell	$4.37M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	8
2024 Q3	-	9
2024 Q2	-	-
2024 Q1	-	2
2023 Q4	-	10

MCO Ownership FAQ

Who Owns Moody's?

Moody's shareholders are primarily institutional investors at 89.01%, followed by 13.85% insiders and -2.86% retail investors. The average institutional ownership in Moody's's industry, Financial Data & Stock Exchanges Stocks, is 77.30%, which Moody's exceeds.

Who owns the most shares of Moody's?

Moody's’s largest shareholders are Berkshire hathaway (24.67M shares, 13.51%), Vanguard group (14.56M shares, 7.98%), and Tci fund management (13.25M shares, 7.25%). Together, they hold 28.74% of Moody's’s total shares outstanding.

Does Blackrock own Moody's?

Yes, BlackRock owns 7.22% of Moody's, totaling 13.19M shares as of Jun 2024. This represents 0.13% of BlackRock's total assets, with a market value of 5.55B$. In the last quarter, BlackRock decreased its holdings by -132K shares, a -0.99% change.

Who is Moody's’s biggest shareholder by percentage of total assets invested?

Rings capital management is Moody's’s biggest shareholder by percentage of total assets invested, with 26.42% of its assets in 120K Moody's shares, valued at 50.51M$.

Who is the top mutual fund holder of Moody's shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Moody's shares, with 2.70% of its total shares outstanding invested in 4.89M Moody's shares.

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