Moody's Ownership | Who Owns Moody's?

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Moody's Ownership Summary

Moody's is owned by 89.64% institutional investors, 13.94% insiders. Berkshire hathaway is the largest institutional shareholder, holding 13.58% of MCO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.72% of its assets in Moody's shares.

MCO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Moody's	89.64%	13.94%	-3.58%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Financial Data & Stock Exchanges Stocks	74.00%	17.34%	8.66%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Berkshire hathaway	24.67M	13.58%	$11.68B
Vanguard group	14.70M	8.09%	$6.96B
Blackrock funding, inc. /de	14.27M	7.85%	$6.75B
Tci fund management	13.25M	7.29%	$6.27B
Blackrock	13.19M	7.22%	$5.55B
State street	7.21M	3.97%	$3.41B
Fmr	6.10M	3.36%	$2.89B
Morgan stanley	3.71M	2.03%	$1.56B
Geode capital management	3.68M	2.03%	$1.74B
Akre capital management	3.08M	1.69%	$1.46B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rings capital management	120.00K	29.67%	$56.80M
Brx global lp	59.74K	19.99%	$28.28M
Tci fund management	13.25M	14.78%	$6.27B
Valley forge capital management, lp	1.31M	13.70%	$622.08M
Akre capital management	3.08M	12.61%	$1.46B
Square wave partners	24.74K	11.29%	$11.71M
Altarock partners	950.90K	9.11%	$450.13M
Rothschild & co wealth management uk	1.08M	9.00%	$512.70M
Evergreen quality fund gp	579.25K	8.80%	$274.20M
Gfi investment counsel	161.38K	8.77%	$76.39M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.09M	0.13%	2.09M
Blackrock funding, inc. /de	14.27M	0.14%	901.63K
Proficio capital partners	612.87K	0.05%	612.20K
Amundi	1.13M	0.19%	479.60K
Evergreen quality fund gp	579.25K	8.80%	415.20K

Top Sellers

Holder	Shares	% Assets	Change
Baillie gifford	808.97K	0.29%	-1.24M
Veritas asset management llp	-	-	-935.91K
International assets investment management	1.09K	0.04%	-723.61K
Massachusetts financial services co /ma/	1.45M	0.22%	-629.17K
Fmr	6.10M	0.17%	-478.50K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.09M	0.13%	2.09M	$988.75M
Raymond james financial	317.67K	0.06%	317.67K	$150.38M
Junto capital management lp	98.79K	0.91%	98.79K	$46.76M
Fjarde ap-fonden (the fourth swedish national pensionfund)	35.04K	0.17%	35.04K	$14.75M
Mediolanum funds	32.90K	0.20%	32.90K	$15.54M

Sold Out

Holder	Change
Redwood wealth management group	-1.00
Mine & arao wealth creation & management, llc.	-1.00
Strengthening families & communities	-2.00
Opal wealth advisors	-2.00
Sugar maple asset management	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	1,269	4.27%	162,882,922	0.66%	89	1.13%	582	1.75%	432	11.34%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	4.90M	2.72%	-10.04K
Vanguard Total Stock Mkt Idx Inv	4.86M	2.70%	16.10K
Vanguard Institutional 500 Index Trust	4.32M	2.40%	29.67K
Akre Focus Instl	2.40M	1.34%	-424.50K
Fidelity 500 Index	1.95M	1.08%	8.69K
SPDR® S&P 500 ETF	1.93M	1.07%	-40.38K
iShares Core S&P 500 ETF	1.89M	1.05%	5.46K
SPDR® S&P 500® ETF Trust	1.87M	1.04%	-9.83K
SPDR® S&P 500® ETF	1.85M	1.03%	-31.12K
Vanguard Growth Index Investor	1.61M	0.89%	1.30K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 01, 2025	Fauber Robert	President and CEO	Sell	$192.18K
Mar 17, 2025	Fauber Robert	President and CEO	Sell	$124.88K
Mar 17, 2025	Fauber Robert	President and CEO	Sell	$59.55K
Mar 03, 2025	Fauber Robert	President and CEO	Sell	$141.91K
Feb 26, 2025	Tulenko Stephen T	President, Moody's Analytics	Sell	$1.24M

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	1
2025 Q1	-	9
2024 Q4	-	9
2024 Q3	-	9
2024 Q2	-	-

MCO Ownership FAQ

Who Owns Moody's?

Moody's shareholders are primarily institutional investors at 89.64%, followed by 13.94% insiders and -3.58% retail investors. The average institutional ownership in Moody's's industry, Financial Data & Stock Exchanges Stocks, is 74.00%, which Moody's exceeds.

Who owns the most shares of Moody's?

Moody's’s largest shareholders are Berkshire hathaway (24.67M shares, 13.58%), Vanguard group (14.7M shares, 8.09%), and Blackrock funding, inc. /de (14.27M shares, 7.85%). Together, they hold 29.52% 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 29.67% of its assets in 120K Moody's shares, valued at 56.8M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of Moody's shares, with 2.72% of its total shares outstanding invested in 4.9M Moody's shares.

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