Moody's Ownership 2024 | Who Owns Moody's Now?
Institutional Ownership
91.26%
Insider Ownership
13.78%
Retail Ownership
-5.04%
Institutional Holders
1.13K
Moody's Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 13.51% | 3.71% | 24,669,778 | - | - | 10,384,249,654 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.98% | 0.12% | 14,562,829 | 279,271 | 1.96% | 6,129,931,767 | Jun 30, 2024 |
| TCI FUND MANAGEMENT LTD | 7.25% | 13.63% | 13,246,769 | 1,047,858 | 8.59% | 5,575,962,475 | Jun 30, 2024 |
| BLACKROCK INC. | 7.22% | 0.13% | 13,187,265 | -132,371 | -0.99% | 5,550,915,270 | Jun 30, 2024 |
| STATE STREET CORP | 3.82% | 0.13% | 6,984,216 | 69,884 | 1.01% | 2,939,866,041,000 | Jun 30, 2024 |
| FMR LLC | 3.21% | 0.16% | 5,857,810 | 461,244 | 8.55% | 2,465,728,207 | Jun 30, 2024 |
| AKRE CAPITAL MANAGEMENT LLC | 2.31% | 15.63% | 4,221,104 | -231,863 | -5.21% | 1,776,789,307 | Jun 30, 2024 |
| MORGAN STANLEY | 2.03% | 0.12% | 3,710,391 | -107,372 | -2.81% | 1,561,816,122 | Jun 30, 2024 |
| FIERA CAPITAL CORP | 1.82% | 4.41% | 3,329,444 | -452,845 | -11.97% | 1,401,462,862 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.75% | 0.12% | 3,195,637 | 96,756 | 3.12% | 1,341,471,716 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.60% | 0.23% | 2,918,257 | 225,846 | 8.39% | 1,228,381,946 | Jun 30, 2024 |
| BAILLIE GIFFORD & CO | 1.33% | 0.79% | 2,420,852 | -795,020 | -24.72% | 1,019,009,232 | Jun 30, 2024 |
| STONEPINE ASSET MANAGEMENT INC. | 1.25% | 6.75% | 2,277,056 | 1,303,434 | 133.87% | 958,481,182 | Jun 30, 2024 |
| NINETY ONE UK LTD | 1.08% | 2.30% | 1,980,021 | 24,107 | 1.23% | 833,450,240 | Jun 30, 2024 |
| NORGES BANK | 1.07% | 0.12% | 1,951,249 | 1,951,249 | 100.00% | 821,339,242 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 1.04% | 0.51% | 1,902,385 | 408,477 | 27.34% | 800,771,044 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.94% | 0.16% | 1,709,627 | 78,782 | 4.83% | 719,634,989 | Jun 30, 2024 |
| WINDACRE PARTNERSHIP LLC | 0.90% | 9.06% | 1,636,000 | -110,000 | -6.30% | 688,641,480 | Jun 30, 2024 |
| ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 0.87% | 11.37% | 1,585,783 | -85,424 | -5.11% | 667,503,638 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.86% | 0.20% | 1,572,828 | 198,065 | 14.41% | 662,050,490 | Jun 30, 2024 |
Moody's's largest institutional shareholder is BERKSHIRE HATHAWAY INC, holding 13.51% of the company's total share outstanding, currently valued at $10.38B. The top 10 institutional shareholders own together 50.91% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RINGS CAPITAL MANAGEMENT LLC | 0.07% | 26.42% | 120,000 | - | - | 50,511,600 | Jun 30, 2024 |
| BRX GLOBAL LP | 0.03% | 18.49% | 59,743 | 5,365 | 9.87% | 25,147,621 | Jun 30, 2024 |
| AKRE CAPITAL MANAGEMENT LLC | 2.31% | 15.63% | 4,221,104 | -231,863 | -5.21% | 1,776,789,307 | Jun 30, 2024 |
| TCI FUND MANAGEMENT LTD | 7.25% | 13.63% | 13,246,769 | 1,047,858 | 8.59% | 5,575,962,475 | Jun 30, 2024 |
| VALLEY FORGE CAPITAL MANAGEMENT, LP | 0.67% | 13.26% | 1,218,410 | - | - | 512,865,321 | Jun 30, 2024 |
| ROTHSCHILD & CO WEALTH MANAGEMENT UK LTD | 0.87% | 11.37% | 1,585,783 | -85,424 | -5.11% | 667,503,638 | Jun 30, 2024 |
| ALTAROCK PARTNERS LLC | 0.60% | 9.42% | 1,087,080 | 286,945 | 35.86% | 457,584,584 | Jun 30, 2024 |
| GFI INVESTMENT COUNSEL LTD. | 0.09% | 9.25% | 167,881 | -5,001 | -2.89% | 70,666,000 | Jun 30, 2024 |
| WINDACRE PARTNERSHIP LLC | 0.90% | 9.06% | 1,636,000 | -110,000 | -6.30% | 688,641,480 | Jun 30, 2024 |
| WILDCAT CAPITAL MANAGEMENT, LLC | 0.04% | 8.47% | 82,208 | - | - | 34,603,813 | Jun 30, 2024 |
| TRIPLE FROND PARTNERS LLC | 0.08% | 7.45% | 150,787 | -23,966 | -13.71% | 63,471,000 | Jun 30, 2024 |
| QUANTUM CAPITAL MANAGEMENT, LLC / NJ | 0.08% | 7.00% | 146,919 | -3,808 | -2.53% | 61,842,769 | Jun 30, 2024 |
| STONEPINE ASSET MANAGEMENT INC. | 1.25% | 6.75% | 2,277,056 | 1,303,434 | 133.87% | 958,481,182 | Jun 30, 2024 |
| YCG, LLC | 0.10% | 6.30% | 183,698 | 50 | 0.03% | 77,323,990 | Jun 30, 2024 |
| ROUND HILL ASSET MANAGEMENT | 0.01% | 6.24% | 23,232 | -6,882 | -22.85% | 9,779,046 | Jun 30, 2024 |
| BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 0.25% | 5.79% | 459,147 | -26,592 | -5.47% | 193,268,747 | Jun 30, 2024 |
| ALAPOCAS INVESTMENT PARTNERS, INC. | 0.01% | 5.66% | 22,643 | -95 | -0.42% | 9,531,118 | Jun 30, 2024 |
| CALEDONIA INVESTMENTS PLC | 0.06% | 5.37% | 106,050 | - | - | 44,660,837 | Jun 30, 2024 |
| 11 CAPITAL PARTNERS LP | 0.02% | 5.34% | 32,701 | 580 | 1.81% | 13,764,832 | Jun 30, 2024 |
| BLUEGRASS CAPITAL PARTNERS LP | 0.01% | 5.16% | 12,000 | - | - | 5,051,160 | Jun 30, 2024 |
The largest Moody's shareholder by % of total assets is RINGS CAPITAL MANAGEMENT LLC. The company owns 120.00K shares of Moody's (MCO), representing 26.42% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.07% | 0.12% | 1,951,249 | 1,951,249 | 100.00% | 821,339,242 | Jun 30, 2024 |
| STONEPINE ASSET MANAGEMENT INC. | 1.25% | 6.75% | 2,277,056 | 1,303,434 | 133.87% | 958,481,182 | Jun 30, 2024 |
| TCI FUND MANAGEMENT LTD | 7.25% | 13.63% | 13,246,769 | 1,047,858 | 8.59% | 5,575,962,475 | Jun 30, 2024 |
| FMR LLC | 3.21% | 0.16% | 5,857,810 | 461,244 | 8.55% | 2,465,728,207 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 1.04% | 0.51% | 1,902,385 | 408,477 | 27.34% | 800,771,044 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.18% | 1.60% | 335,770 | 335,770 | 100.00% | 141,335,666 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.73% | 0.16% | 1,336,754 | 329,309 | 32.69% | 562,679,863 | Jun 30, 2024 |
| ALTAROCK PARTNERS LLC | 0.60% | 9.42% | 1,087,080 | 286,945 | 35.86% | 457,584,584 | Jun 30, 2024 |
| VANGUARD GROUP INC | 7.98% | 0.12% | 14,562,829 | 279,271 | 1.96% | 6,129,931,767 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.17% | 0.07% | 308,246 | 278,886 | 949.88% | 129,754,825 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.60% | 0.23% | 2,918,257 | 225,846 | 8.39% | 1,228,381,946 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.12% | 0.50% | 221,637 | 211,961 | 2190.59% | 93,293,662 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.86% | 0.20% | 1,572,828 | 198,065 | 14.41% | 662,050,490 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.32% | 0.03% | 590,440 | 178,109 | 43.20% | 248,535,000 | Jun 30, 2024 |
| EVERGREEN QUALITY FUND GP, LTD. | 0.09% | 2.85% | 164,048 | 164,048 | 100.00% | 69,052,725 | Jun 30, 2024 |
| BANK OF NOVA SCOTIA | 0.12% | 0.18% | 219,002 | 128,038 | 140.76% | 92,171,211 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.73% | 0.10% | 1,335,188 | 123,596 | 10.20% | 562,020,720 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 0.06% | 0.19% | 116,580 | 116,580 | 100.00% | 49,072,019 | Jun 30, 2024 |
| ALLEN INVESTMENT MANAGEMENT LLC | 0.55% | 5.13% | 1,003,682 | 108,632 | 12.14% | 422,479,760 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.75% | 0.12% | 3,195,637 | 96,756 | 3.12% | 1,341,471,716 | Jun 30, 2024 |
As of Jun 30 2024, Moody's's largest institutional buyer is NORGES BANK. The company purchased 1.95M stocks of MCO, valued at $821.34M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | 1.33% | 0.79% | 2,420,852 | -795,020 | -24.72% | 1,019,009,232 | Jun 30, 2024 |
| HARRIS ASSOCIATES L P | 0.17% | 0.22% | 305,453 | -460,527 | -60.12% | 128,574,410 | Jun 30, 2024 |
| FIERA CAPITAL CORP | 1.82% | 4.41% | 3,329,444 | -452,845 | -11.97% | 1,401,462,862 | Jun 30, 2024 |
| BARCLAYS PLC | 0.21% | 0.05% | 385,484 | -232,691 | -37.64% | 162,260,000 | Jun 30, 2024 |
| AKRE CAPITAL MANAGEMENT LLC | 2.31% | 15.63% | 4,221,104 | -231,863 | -5.21% | 1,776,789,307 | Jun 30, 2024 |
| VERITY & VERITY, LLC | - | - | - | -223,346 | -100.00% | - | Jun 30, 2024 |
| LONGVIEW PARTNERS (GUERNSEY) LTD | 0.80% | 4.59% | 1,469,610 | -196,540 | -11.80% | 618,602,937 | Jun 30, 2024 |
| JENSEN INVESTMENT MANAGEMENT INC | - | - | - | -179,101 | -100.00% | - | Jun 30, 2024 |
| VERITAS ASSET MANAGEMENT LLP | 0.51% | 2.98% | 935,906 | -171,701 | -15.50% | 393,950,913 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -163,569 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.08% | 0.14% | 148,883 | -161,034 | -51.96% | 62,669,321 | Jun 30, 2024 |
| HHLR ADVISORS, LTD. | 0.00% | 0.04% | 4,030 | -151,816 | -97.41% | 1,696,348 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.05% | 0.10% | 89,874 | -144,432 | -61.64% | 37,831,000 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.70% | 0.32% | 1,275,343 | -132,626 | -9.42% | 536,830,643,000 | Jun 30, 2024 |
| BLACKROCK INC. | 7.22% | 0.13% | 13,187,265 | -132,371 | -0.99% | 5,550,915,270 | Jun 30, 2024 |
| WINDACRE PARTNERSHIP LLC | 0.90% | 9.06% | 1,636,000 | -110,000 | -6.30% | 688,641,480 | Jun 30, 2024 |
| MORGAN STANLEY | 2.03% | 0.12% | 3,710,391 | -107,372 | -2.81% | 1,561,816,122 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.00% | 0.00% | 1,950 | -106,868 | -98.21% | 820,814 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.02% | 25,161 | -104,296 | -80.56% | 10,591,020 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.04% | 0.04% | 73,528 | -104,276 | -58.65% | 30,950,141 | Jun 30, 2024 |
As of Jun 30 2024, Moody's's biggest institutional seller is BAILLIE GIFFORD & CO. The company sold -0.80M shares of MCO, valued at $1.02B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.07% | 0.12% | 1,951,249 | 1,951,249 | 100.00% | 821,339,242 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.18% | 1.60% | 335,770 | 335,770 | 100.00% | 141,335,666 | Jun 30, 2024 |
| EVERGREEN QUALITY FUND GP, LTD. | 0.09% | 2.85% | 164,048 | 164,048 | 100.00% | 69,052,725 | Jun 30, 2024 |
| SELECT EQUITY GROUP, L.P. | 0.06% | 0.19% | 116,580 | 116,580 | 100.00% | 49,072,019 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.04% | 0.53% | 68,924 | 68,924 | 100.00% | 29,010,916 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.02% | 0.10% | 45,272 | 45,272 | 100.00% | 19,056,343 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.04% | 40,558 | 40,558 | 100.00% | 17,071,811 | Jun 30, 2024 |
| GILLSON CAPITAL LP | 0.02% | 1.65% | 40,500 | 40,500 | 100.00% | 17,048,000 | Jun 30, 2024 |
| ORIBEL CAPITAL MANAGEMENT, LP | 0.02% | 0.02% | 36,300 | 36,300 | 100.00% | 166,980 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.17% | 35,043 | 35,043 | 100.00% | 14,751,000 | Jun 30, 2024 |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 0.02% | 0.67% | 31,059 | 31,059 | 100.00% | 13,073,665 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.02% | 0.02% | 29,866 | 29,866 | 100.00% | 12,571,000 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.01% | 0.06% | 17,221 | 17,221 | 100.00% | 7,248,836 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.11% | 12,107 | 12,107 | 100.00% | 5,096,200 | Jun 30, 2024 |
| CRESTLINE MANAGEMENT, LP | 0.01% | 0.39% | 11,758 | 11,758 | 100.00% | 4,949,295 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.00% | 11,400 | 11,400 | 100.00% | 4,798,602 | Jun 30, 2024 |
| GAMCO INVESTORS, INC. ET AL | 0.01% | 0.05% | 11,382 | 11,382 | 100.00% | 4,791,025 | Jun 30, 2024 |
| VANDERBILT UNIVERSITY | 0.00% | 0.72% | 8,143 | 8,143 | 100.00% | 3,427,633 | Jun 30, 2024 |
| 0.00% | 2.40% | 7,859 | 7,859 | 100.00% | 3,308,089 | Jun 30, 2024 | |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.00% | 0.07% | 7,200 | 7,200 | 100.00% | 3,030,696 | Jun 30, 2024 |
| CORONATION FUND MANAGERS LTD. | 0.00% | 0.08% | 6,874 | 6,874 | 100.00% | 2,893,473 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.00% | 0.56% | 6,836 | 6,836 | 100.00% | 2,877,000 | Jun 30, 2024 |
| MIURA GLOBAL MANAGEMENT, LLC | 0.00% | 2.71% | 6,600 | 6,600 | 100.00% | 2,778,138 | Jun 30, 2024 |
| CHOU ASSOCIATES MANAGEMENT INC. | 0.00% | 1.77% | 5,899 | 5,899 | 100.00% | 2,483,066 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.00% | 0.12% | 5,865 | 5,865 | 100.00% | 2,468,754 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.00% | 0.02% | 5,701 | 5,701 | 100.00% | 2,399,722 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.13% | 4,264 | 4,264 | 100.00% | 1,794,846 | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | 0.00% | 0.36% | 3,578 | 3,578 | 100.00% | 1,506,088 | Jun 30, 2024 |
| CARTESIAN GROWTH CORP | 0.00% | 0.03% | 2,757 | 2,757 | 100.00% | 1,160,530 | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.02% | 2,593 | 2,593 | 100.00% | 1,091,749 | Jun 30, 2024 |
| MILESTONES ADMINISTRADORA DE RECURSOS LTDA. | 0.00% | 0.44% | 2,500 | 2,500 | 100.00% | 1,052,325 | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.00% | 0.02% | 2,400 | 2,400 | 100.00% | 1,010,232 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.54% | 2,299 | 2,299 | 100.00% | 967,528 | Jun 30, 2024 |
| 0.00% | 0.05% | 2,248 | 2,248 | 100.00% | 946,700 | Jun 30, 2024 | |
| BENIN MANAGEMENT CORP | 0.00% | 0.23% | 1,803 | 1,803 | 100.00% | 758,937 | Jun 30, 2024 |
| BROOKSTONE CAPITAL MANAGEMENT | 0.00% | 0.01% | 1,546 | 1,546 | 100.00% | 705,271 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.16% | 1,479 | 1,479 | 100.00% | 645,642 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.05% | 1,415 | 1,415 | 100.00% | 595,616 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.12% | 1,357 | 1,357 | 100.00% | 571,202 | Jun 30, 2024 |
| STAMOS CAPITAL PARTNERS, L.P. | 0.00% | 0.11% | 1,280 | 1,280 | 100.00% | 538,790 | Jun 30, 2024 |
| CUSTOM INDEX SYSTEMS, LLC | 0.00% | 0.30% | 1,241 | 1,241 | 100.00% | 522,374 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.02% | 1,067 | 1,067 | 100.00% | 450,685 | Jun 30, 2024 |
| KANAWHA CAPITAL MANAGEMENT LLC | 0.00% | 0.03% | 1,001 | 1,001 | 100.00% | 421,351 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.07% | 918 | 918 | 100.00% | 386,414 | Jun 30, 2024 |
| OUTLOOK WEALTH ADVISORS, LLC | 0.00% | 0.11% | 839 | 839 | 100.00% | 353,169 | Jun 30, 2024 |
| GRYPHON FINANCIAL PARTNERS LLC | 0.00% | 0.05% | 834 | 834 | 100.00% | 351,084 | Jun 30, 2024 |
| MUTUAL ADVISORS, LLC | 0.00% | 0.01% | 817 | 817 | 100.00% | 367,836 | Jun 30, 2024 |
| ANGELES INVESTMENT ADVISORS, LLC | 0.00% | 0.02% | 741 | 741 | 100.00% | 311,909 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | 0.00% | 724 | 724 | 100.00% | 304,753,000 | Jun 30, 2024 |
| SAGE MOUNTAIN ADVISORS LLC | 0.00% | 0.03% | 704 | 704 | 100.00% | 296,347 | Jun 30, 2024 |
| VISTA WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.02% | 636 | 636 | 100.00% | 267,859 | Jun 30, 2024 |
| CRESTWOOD ADVISORS GROUP LLC | 0.00% | 0.01% | 616 | 616 | 100.00% | 259,293 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.00% | 0.14% | 606 | 606 | 100.00% | 255,083 | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | 0.00% | 0.00% | 599 | 599 | 100.00% | 252,137 | Jun 30, 2024 |
| ATOMI FINANCIAL GROUP, INC. | 0.00% | 0.02% | 580 | 580 | 100.00% | 244,139 | Jun 30, 2024 |
| WAVERLY ADVISORS, LLC | 0.00% | 0.00% | 560 | 560 | 100.00% | 235,552 | Jun 30, 2024 |
| 0.00% | 0.01% | 550 | 550 | 100.00% | 231,509 | Jun 30, 2024 | |
| VISE TECHNOLOGIES, INC. | 0.00% | 0.04% | 540 | 540 | 100.00% | 227,302 | Jun 30, 2024 |
| CMH WEALTH MANAGEMENT LLC | 0.00% | 0.06% | 533 | 533 | 100.00% | 224,356 | Jun 30, 2024 |
| WAYFINDING FINANCIAL, LLC | 0.00% | 0.12% | 522 | 522 | 100.00% | 219,000 | Jun 30, 2024 |
| WICK CAPITAL PARTNERS, LLC | 0.00% | 0.07% | 510 | 510 | 100.00% | 214,569 | Jun 30, 2024 |
| TCI WEALTH ADVISORS, INC. | 0.00% | 0.02% | 504 | 504 | 100.00% | 212,149 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.05% | 503 | 503 | 100.00% | 211,549 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.00% | 0.04% | 502 | 502 | 100.00% | 211,307 | Jun 30, 2024 |
| PARAGON FINANCIAL PARTNERS, INC. | 0.00% | 0.16% | 500 | 500 | 100.00% | 210,465 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.00% | 0.02% | 497 | 497 | 100.00% | 209,202 | Jun 30, 2024 |
| PEAPACK GLADSTONE FINANCIAL CORP | 0.00% | 0.00% | 489 | 489 | 100.00% | 206,000 | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.02% | 489 | 489 | 100.00% | 205,837 | Jun 30, 2024 |
| COMPTON WEALTH ADVISORY GROUP, LLC | 0.00% | 0.05% | 484 | 484 | 100.00% | 203,730 | Jun 30, 2024 |
| EWA, LLC | 0.00% | 0.09% | 478 | 478 | 100.00% | 215,990 | Jun 30, 2024 |
| BOSTON FAMILY OFFICE LLC | 0.00% | 0.01% | 476 | 476 | 100.00% | 200,000 | Jun 30, 2024 |
| WILLIAM HOWARD & CO FINANCIAL ADVISORS INC | 0.00% | 0.18% | 475 | 475 | 100.00% | 200,000 | Jun 30, 2024 |
| 0.00% | 0.09% | 343 | 343 | 100.00% | 144,379 | Jun 30, 2024 | |
| HOBBS GROUP ADVISORS, LLC | 0.00% | 0.04% | 251 | 251 | 100.00% | 105,653 | Jun 30, 2024 |
| MIZUHO BANK, LTD. | 0.00% | 0.01% | 140 | 140 | 100.00% | 58,930 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.01% | 89 | 89 | 100.00% | 37,463 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | - | - | 84 | 84 | 100.00% | 94 | Jun 30, 2024 |
| PINNACLE HOLDINGS, LLC | - | 0.01% | 65 | 65 | 100.00% | 27,360 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | 0.06% | 61 | 61 | 100.00% | 2,567,673 | Jun 30, 2024 |
| LGT FINANCIAL ADVISORS LLC | - | 0.04% | 42 | 42 | 100.00% | 17,679 | Jun 30, 2024 |
| KINGS PATH PARTNERS LLC | - | 0.01% | 34 | 34 | 100.00% | 14,312 | Jun 30, 2024 |
| MFA WEALTH ADVISORS, LLC | - | 0.00% | 31 | 31 | 100.00% | 13,049 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | 0.00% | 28 | 28 | 100.00% | 11,786 | Jun 30, 2024 |
| ROSENBERG MATTHEW HAMILTON | - | 0.00% | 26 | 26 | 100.00% | 10,959 | Jun 30, 2024 |
| FINANCIAL CONNECTIONS GROUP, INC. | - | 0.01% | 25 | 25 | 100.00% | 10,000 | Jun 30, 2024 |
| FIRST PACIFIC FINANCIAL | - | 0.00% | 16 | 16 | 100.00% | 6,735 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | 0.00% | 14 | 14 | 100.00% | 5,893 | Jun 30, 2024 |
| JANICZEK WEALTH MANAGEMENT, LLC | - | 0.00% | 14 | 14 | 100.00% | 5,894 | Jun 30, 2024 |
| CHILTON CAPITAL MANAGEMENT LLC | - | 0.00% | 8 | 8 | 100.00% | 3,368 | Jun 30, 2024 |
| WESTSIDE INVESTMENT MANAGEMENT, INC. | - | 0.00% | 7 | 7 | 100.00% | 2,946 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 7 | 7 | 100.00% | 2,947 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 6 | 6 | 100.00% | 2,526 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.00% | 5 | 5 | 100.00% | 2,105 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 2 | 2 | 100.00% | 842 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 2 | 2 | 100.00% | 1,000 | Jun 30, 2024 |
| COUNTRY TRUST BANK | - | - | 1 | 1 | 100.00% | 421 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 1 | 1 | 100.00% | 421 | Jun 30, 2024 |
Moody's's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.95M shares, valued at $821.34M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VERITY & VERITY, LLC | - | - | - | -223,346 | -100.00% | - | Jun 30, 2024 |
| JENSEN INVESTMENT MANAGEMENT INC | - | - | - | -179,101 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -163,569 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -55,666 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -48,626 | -100.00% | - | Jun 30, 2024 |
| LTS ONE MANAGEMENT LP | - | - | - | -45,000 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -39,736 | -100.00% | - | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | - | - | - | -36,644 | -100.00% | - | Jun 30, 2024 |
| TRB ADVISORS LP | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -34,000 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -26,991 | -100.00% | - | Jun 30, 2024 |
| GENUS CAPITAL MANAGEMENT INC. | - | - | - | -23,763 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -13,230 | -100.00% | - | Jun 30, 2024 |
| TOTEM POINT MANAGEMENT, LLC | - | - | - | -12,254 | -100.00% | - | Jun 30, 2024 |
| ADDENDA CAPITAL INC. | - | - | - | -9,016 | -100.00% | - | Jun 30, 2024 |
| STRATEGIC ADVOCATES LLC | - | - | - | -8,359 | -100.00% | - | Jun 30, 2024 |
| PEAK FINANCIAL ADVISORS LLC | - | - | - | -7,362 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -6,348 | -100.00% | - | Jun 30, 2024 |
| BAKER AVENUE ASSET MANAGEMENT, LP | - | - | - | -5,903 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -4,776 | -100.00% | - | Jun 30, 2024 |
| DARWIN WEALTH MANAGEMENT, LLC | - | - | - | -3,846 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -2,801 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -2,774 | -100.00% | - | Jun 30, 2024 |
| PALESTRA CAPITAL MANAGEMENT LLC | - | - | - | -2,700 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -1,956 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -1,806 | -100.00% | - | Jun 30, 2024 |
| STRATEGY ASSET MANAGERS LLC | - | - | - | -1,651 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -1,510 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| DYNASTY WEALTH MANAGEMENT, LLC | - | - | - | -1,437 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -1,429 | -100.00% | - | Jun 30, 2024 |
| E FUND MANAGEMENT CO., LTD. | - | - | - | -1,425 | -100.00% | - | Jun 30, 2024 |
| WEALTHSPIRE ADVISORS, LLC | - | - | - | -1,393 | -100.00% | - | Jun 30, 2024 |
| AUSTRALIANSUPER PTY LTD | - | - | - | -1,378 | -100.00% | - | Jun 30, 2024 |
| INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | - | - | - | -1,331 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -1,325 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -1,247 | -100.00% | - | Jun 30, 2024 |
| E FUND MANAGEMENT (HONG KONG) CO., LTD. | - | - | - | -1,193 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -1,177 | -100.00% | - | Jun 30, 2024 |
| ADVISORS PREFERRED, LLC | - | - | - | -1,005 | -100.00% | - | Jun 30, 2024 |
| CUMBERLAND PARTNERS LTD | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | - | - | - | -935 | -100.00% | - | Jun 30, 2024 |
| PEGASUS PARTNERS LTD. | - | - | - | -844 | -100.00% | - | Jun 30, 2024 |
| BRIGHTON JONES LLC | - | - | - | -815 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | - | - | - | -791 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -778 | -100.00% | - | Jun 30, 2024 |
| STABLEPOINT PARTNERS, LLC | - | - | - | -763 | -100.00% | - | Jun 30, 2024 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | - | - | - | -745 | -100.00% | - | Jun 30, 2024 |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC | - | - | - | -704 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -688 | -100.00% | - | Jun 30, 2024 |
| RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -656 | -100.00% | - | Jun 30, 2024 |
| ASB CONSULTORES, LLC | - | - | - | -636 | -100.00% | - | Jun 30, 2024 |
| MONARCH CAPITAL MANAGEMENT INC/ | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| CULLINAN ASSOCIATES INC | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| STEEL PEAK WEALTH MANAGEMENT LLC | - | - | - | -595 | -100.00% | - | Jun 30, 2024 |
| GILBERT & COOK, INC. | - | - | - | -545 | -100.00% | - | Jun 30, 2024 |
| LION STREET ADVISORS, LLC | - | - | - | -531 | -100.00% | - | Jun 30, 2024 |
| CM WEALTH ADVISORS LLC | - | - | - | -525 | -100.00% | - | Jun 30, 2024 |
| HUMAN INVESTING LLC | - | - | - | -522 | -100.00% | - | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | - | - | - | -513 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | - | - | - | -350 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -265 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -97 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -68 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -60 | -100.00% | - | Jun 30, 2024 |
| NEWSQUARE CAPITAL LLC | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| BLACKSTON FINANCIAL ADVISORY GROUP, LLC | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
| CEDAR WEALTH MANAGEMENT, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| GOALVEST ADVISORY LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
| BELLEVUE ASSET MANAGEMENT, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Moody's's largest sold out institutional shareholder by shares sold is VERITY & VERITY, LLC, sold -0.22M shares, valued at -, as of undefined.
Moody's Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCHRODER GLOBAL SERIES TRUST | 6.96% | 14,200 | - | - | Jan 31, 2021 |
| YCG Funds | 1.66% | 74,848 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| Fiera Capital Series Trust | 1.10% | 21,872 | -425 | -1.91% | Jun 30, 2023 |
| SCHWARTZ INVESTMENT TRUST | 1.06% | 6,206,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Spinnaker ETF Series | 0.91% | 350,000 | - | - | Mar 31, 2024 |
| SCHWARTZ INVESTMENT TRUST | 0.87% | 5,122,000 | - | - | Mar 31, 2024 |
| SCHWARTZ INVESTMENT TRUST | 0.77% | 4,500,000 | - | - | Mar 31, 2024 |
| CHESTNUT STREET EXCHANGE FUND | 0.60% | 22,575 | -2,009 | -8.17% | Mar 31, 2024 |
| BBR ALO Fund, LLC | 0.59% | 63,348 | -2,392 | -3.64% | Dec 31, 2023 |
| Invesco Bond Fund | 0.59% | 1,080,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.58% | 300,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.58% | 300,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.48% | 250,000 | - | - | Mar 31, 2024 |
| SCHWARTZ INVESTMENT TRUST | 0.40% | 2,328,000 | 910,000 | 64.17% | Mar 31, 2024 |
| SPARROW FUNDS | 0.32% | 1,155 | 80 | 7.44% | Feb 29, 2024 |
| Mairs & Power Funds Trust | 0.25% | 1,000,000 | - | - | Mar 31, 2022 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.25% | 80,000 | - | - | Dec 31, 2023 |
| Procure ETF Trust I | 0.23% | 80 | -16 | -16.67% | Jan 31, 2022 |
| NEW COVENANT FUNDS | 0.23% | 1,000,000 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.21% | 108,412 | - | - | Mar 31, 2024 |
| HIGHLAND FUNDS II | 0.20% | 3,000 | - | - | Dec 31, 2023 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.20% | 161,000 | - | - | Mar 31, 2024 |
| AGF Investments Trust | 0.19% | -3,636 | - | - | Mar 31, 2024 |
| MASSACHUSETTS INVESTORS GROWTH STOCK FUND | 0.19% | 452,601 | -11,178 | -2.41% | Feb 29, 2024 |
| T. Rowe Price Global Allocation Fund, Inc. | 0.19% | 335,000 | - | - | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.18% | 66,944 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.16% | 18,502 | -6,000 | -24.49% | Mar 31, 2024 |
| SEI DAILY INCOME TRUST /MA/ | 0.16% | 1,740,000 | - | - | Jan 31, 2024 |
| Jensen Quality Growth Fund Inc | 0.14% | 264,000 | -149,000 | -36.08% | Feb 29, 2024 |
| DEUTSCHE DWS PORTFOLIO TRUST | 0.14% | 660,000 | - | - | Jan 31, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.14% | 4,000,000 | - | - | Dec 31, 2023 |
| FIDELITY MAGELLAN FUND | 0.14% | 1,102,753 | -49,062 | -4.26% | Mar 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.14% | 50,000 | - | - | Mar 28, 2024 |
| HARRIS ASSOCIATES INVESTMENT TRUST | 0.13% | 12,201,000 | - | - | Mar 31, 2024 |
| Invesco Bond Fund | 0.13% | 243,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Balanced Fund, Inc. | 0.13% | 2,195,000 | - | - | Mar 31, 2024 |
| T. Rowe Price QM U.S. Bond Index Fund, Inc. | 0.11% | 1,660,000 | - | - | Jan 31, 2024 |
| AdvisorShares Trust | 0.11% | 450,000 | - | - | Mar 28, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.10% | 600,000 | - | - | Feb 29, 2024 |
| Invesco Bond Fund | 0.10% | 186,000 | - | - | Feb 29, 2024 |
| Capital Group U.S. Equity Fund | 0.09% | 3,223 | - | - | Jan 31, 2024 |
| FIDELITY TREND FUND | 0.09% | 56,011 | - | - | Mar 31, 2024 |
| PRAXIS MUTUAL FUNDS | 0.09% | 1,000,000 | - | - | Dec 31, 2023 |
| PRAXIS MUTUAL FUNDS | 0.09% | 1,000,000 | - | - | Dec 31, 2023 |
| COPLEY FUND INC /NV/ | 0.09% | 1,200 | - | - | Nov 30, 2022 |
| PFM Multi-Manager Series Trust | 0.08% | 64,000 | - | - | Dec 31, 2023 |
| PIONEER SHORT TERM INCOME FUND | 0.07% | 480,000 | - | - | Feb 29, 2024 |
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.07% | 8,682 | - | - | Mar 31, 2024 |
| SEI Exchange Traded Funds | 0.07% | 988 | 71 | 7.74% | Dec 31, 2023 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.07% | 6,101,000 | - | - | Feb 29, 2024 |
| FLEXSHARES TRUST | 0.07% | 5,400,000 | - | - | Jan 31, 2024 |
| BlackRock Enhanced Global Dividend Trust | 0.07% | 29,471 | 29,471 | - | Mar 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.07% | 5,000,000 | - | - | Aug 31, 2023 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.07% | 745 | - | - | Mar 31, 2023 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.06% | 2,071,000 | - | - | Mar 31, 2024 |
| Siren ETF Trust | 0.06% | 2,318 | 108 | 4.89% | Mar 31, 2024 |
| Northern Lights Fund Trust | 0.06% | 5,000,000 | - | - | Jan 31, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.06% | 7,629 | - | - | Dec 31, 2020 |
| Impact Shares Trust I | 0.06% | 647 | -10 | -1.52% | Mar 31, 2024 |
| Invesco Bond Fund | 0.06% | 112,000 | - | - | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.06% | 1,880,000 | - | - | Mar 31, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.06% | 5,081,000 | - | - | Feb 29, 2024 |
| NORTHERN FUNDS | 0.06% | 8,380,000 | - | - | Mar 28, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.06% | 4,260,828 | -333,458 | -7.26% | Jan 31, 2024 |
| MFS SERIES TRUST XV | 0.06% | 1,266,000 | - | - | Jan 31, 2024 |
| Putnam ETF Trust | 0.06% | 478,000 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.06% | 19,775 | 19,775 | - | Mar 31, 2024 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.06% | 120,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.05% | 4,961 | - | - | Feb 29, 2024 |
| Nuveen Core Equity Alpha Fund | 0.05% | 3,683 | - | - | Mar 31, 2024 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.05% | 80,000 | - | - | Feb 29, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.05% | 2,000,000 | - | - | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.05% | 2,703,000 | - | - | Dec 31, 2023 |
| Index Funds | 0.05% | 409 | -8 | -1.92% | Mar 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.05% | 1,912,360 | -44,141 | -2.26% | Mar 31, 2024 |
| Zacks Trust | 0.05% | 4,369 | 1,721 | 64.99% | Feb 29, 2024 |
| OSI ETF Trust | 0.05% | 8,277 | 462 | 5.91% | Mar 31, 2022 |
| MFS SERIES TRUST II | 0.05% | 148,807 | 148,807 | - | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.05% | 400,000 | - | - | Mar 31, 2024 |
| American Beacon Institutional Funds Trust | 0.05% | 95,000 | - | - | Jan 31, 2024 |
| Gabelli ETFs Trust | 0.05% | 600 | - | - | Dec 29, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.04% | 441,927 | -75,329 | -14.56% | Mar 31, 2024 |
| Invesco Bond Fund | 0.04% | 79,000 | - | - | Feb 29, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.04% | 708,000 | - | - | Mar 31, 2024 |
| HARRIS ASSOCIATES INVESTMENT TRUST | 0.04% | 3,780,000 | - | - | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES II | 0.04% | 5,950,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.04% | 100,000 | - | - | Mar 31, 2024 |
| PIONEER BOND FUND /DE/ | 0.04% | 2,400,000 | - | - | Mar 28, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.04% | 5,383,000 | - | - | Jan 31, 2024 |
| Capital Group Core Equity ETF | 0.04% | 8,837 | - | - | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.04% | 5,105,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 0.04% | 8,281 | -1,700 | -17.03% | Mar 31, 2024 |
| Engine No. 1 ETF Trust | 0.04% | 2,284 | -46 | -1.97% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.04% | 1,131,444 | -14,439 | -1.26% | Mar 31, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.04% | 20,000 | - | - | Sep 30, 2020 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.04% | 3,102,000 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.04% | 5,025,000 | - | - | Mar 31, 2024 |
| NEW PERSPECTIVE FUND | 0.03% | 1,052,718 | - | - | Mar 31, 2024 |
Moody's's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 14.20K shares, compromising 6.96% of its total assets.
Moody's Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,130 | -1.05% |
| 31 Mar, 24 | 1,142 | 2.33% |
| 31 Dec, 23 | 1,116 | 5.98% |
| 30 Sep, 23 | 1,053 | 1.45% |
| 30 Jun, 23 | 1,038 | 6.46% |
| 31 Mar, 23 | 975 | 0.21% |
| 31 Dec, 22 | 973 | 2.64% |
| 30 Sep, 22 | 948 | -1.25% |
| 30 Jun, 22 | 960 | -7.87% |
| 31 Mar, 22 | 1,042 | -3.07% |
| 31 Dec, 21 | 1,075 | 8.59% |
| 30 Sep, 21 | 990 | 3.34% |
| 30 Jun, 21 | 958 | 3.01% |
| 31 Mar, 21 | 930 | -1.38% |
| 31 Dec, 20 | 943 | 4.55% |
| 30 Sep, 20 | 902 | 1.46% |
| 30 Jun, 20 | 889 | 5.83% |
| 31 Mar, 20 | 840 | 1.20% |
| 31 Dec, 19 | 830 | 5.33% |
| 30 Sep, 19 | 788 | 6.20% |
| 30 Jun, 19 | 742 | 3.06% |
| 31 Mar, 19 | 720 | 5.26% |
| 31 Dec, 18 | 684 | -3.80% |
| 30 Sep, 18 | 711 | 2.30% |
| 30 Jun, 18 | 695 | 2.21% |
| 31 Mar, 18 | 680 | 2.41% |
| 31 Dec, 17 | 664 | 11.22% |
| 30 Sep, 17 | 597 | 4.55% |
| 30 Jun, 17 | 571 | -2.39% |
| 31 Mar, 17 | 585 | 0.17% |
| 31 Dec, 16 | 584 | 3.36% |
| 30 Sep, 16 | 565 | 4.82% |
| 30 Jun, 16 | 539 | - |
| 31 Mar, 16 | 539 | -1.10% |
| 31 Dec, 15 | 545 | 2.44% |
| 30 Sep, 15 | 532 | 2.50% |
| 30 Jun, 15 | 519 | 0.19% |
| 31 Mar, 15 | 518 | -1.71% |
| 31 Dec, 14 | 527 | 8.21% |
| 30 Sep, 14 | 487 | 4.28% |
| 30 Jun, 14 | 467 | 1.97% |
| 31 Mar, 14 | 458 | 0.66% |
| 31 Dec, 13 | 455 | 5.32% |
| 30 Sep, 13 | 432 | 2.13% |
| 30 Jun, 13 | 423 | 120.31% |
| 31 Mar, 13 | 192 | 2.67% |
| 31 Dec, 12 | 187 | 4.47% |
| 30 Sep, 12 | 179 | 8.48% |
| 30 Jun, 12 | 165 | -1.20% |
| 31 Mar, 12 | 167 | 6.37% |
| 31 Dec, 11 | 157 | 14.60% |
| 30 Sep, 11 | 137 | -9.27% |
| 30 Jun, 11 | 151 | 16.15% |
| 31 Mar, 11 | 130 | 3.17% |
| 31 Dec, 10 | 126 | 24.75% |
| 30 Sep, 10 | 101 | - |
| 30 Jun, 10 | 101 | -12.93% |
| 31 Mar, 10 | 116 | 4.50% |
| 31 Dec, 09 | 111 | -9.02% |
| 30 Sep, 09 | 122 | -6.87% |
| 30 Jun, 09 | 131 | 22.43% |
| 31 Mar, 09 | 107 | -15.75% |
| 31 Dec, 08 | 127 | -7.30% |
| 30 Sep, 08 | 137 | 9.60% |
| 30 Jun, 08 | 125 | -3.10% |
| 31 Mar, 08 | 129 | 1.57% |
| 31 Dec, 07 | 127 | -3.79% |
| 30 Sep, 07 | 132 | -6.38% |
| 30 Jun, 07 | 141 | -5.37% |
| 31 Mar, 07 | 149 | 6.43% |
| 31 Dec, 06 | 140 | 8.53% |
| 30 Sep, 06 | 129 | 1.57% |
| 30 Jun, 06 | 127 | -7.30% |
| 31 Mar, 06 | 137 | 8.73% |
| 31 Dec, 05 | 126 | 11.50% |
| 30 Sep, 05 | 113 | 6.60% |
| 30 Jun, 05 | 106 | 2.91% |
| 31 Mar, 05 | 103 | -2.83% |
| 31 Dec, 04 | 106 | 21.84% |
| 30 Sep, 04 | 87 | 4.82% |
| 30 Jun, 04 | 83 | -7.78% |
| 31 Mar, 04 | 90 | 13.92% |
| 31 Dec, 03 | 79 | 1.28% |
| 30 Sep, 03 | 78 | 9.86% |
| 30 Jun, 03 | 71 | -1.39% |
| 31 Mar, 03 | 72 | 12.50% |
| 31 Dec, 02 | 64 | 4.92% |
| 30 Sep, 02 | 61 | 8.93% |
| 30 Jun, 02 | 56 | 9.80% |
| 31 Mar, 02 | 51 | 50.00% |
| 31 Dec, 01 | 34 | -10.53% |
| 30 Sep, 01 | 38 | -2.56% |
| 30 Jun, 01 | 39 | 5.41% |
| 31 Mar, 01 | 37 | 5.71% |
| 31 Dec, 00 | 35 | 1066.67% |
| 30 Sep, 00 | 3 | - |
| 31 Dec, 99 | 1 | - |
As of 30 Jun 24, 1,130 institutions are holding Moody's's shares, representing a decrease of -1.05% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 166,636,562 | 1.68% |
| 31 Mar, 24 | 163,878,275 | -2.45% |
| 31 Dec, 23 | 168,002,253 | 1.22% |
| 30 Sep, 23 | 165,974,728 | -0.70% |
| 30 Jun, 23 | 167,147,234 | -1.21% |
| 31 Mar, 23 | 169,186,233 | -0.27% |
| 31 Dec, 22 | 169,648,205 | 1.00% |
| 30 Sep, 22 | 167,968,977 | -0.26% |
| 30 Jun, 22 | 168,399,309 | -0.61% |
| 31 Mar, 22 | 169,431,938 | -0.11% |
| 31 Dec, 21 | 169,618,959 | 0.27% |
| 30 Sep, 21 | 169,163,736 | -0.93% |
| 30 Jun, 21 | 170,746,045 | 0.77% |
| 31 Mar, 21 | 169,437,842 | -0.24% |
| 31 Dec, 20 | 169,849,268 | 0.45% |
| 30 Sep, 20 | 169,081,679 | -0.59% |
| 30 Jun, 20 | 170,079,463 | -0.37% |
| 31 Mar, 20 | 170,707,207 | -0.83% |
| 31 Dec, 19 | 172,140,337 | -0.17% |
| 30 Sep, 19 | 172,437,025 | -0.92% |
| 30 Jun, 19 | 174,036,080 | -2.96% |
| 31 Mar, 19 | 179,351,863 | 0.35% |
| 31 Dec, 18 | 178,728,715 | 4.58% |
| 30 Sep, 18 | 170,904,564 | -0.34% |
| 30 Jun, 18 | 171,481,481 | -0.44% |
| 31 Mar, 18 | 172,231,650 | 0.99% |
| 31 Dec, 17 | 170,541,153 | 0.90% |
| 30 Sep, 17 | 169,025,034 | -1.00% |
| 30 Jun, 17 | 170,729,428 | -0.28% |
| 31 Mar, 17 | 171,204,707 | 0.28% |
| 31 Dec, 16 | 170,726,658 | 2.63% |
| 30 Sep, 16 | 166,345,315 | -1.44% |
| 30 Jun, 16 | 168,779,709 | -5.95% |
| 31 Mar, 16 | 179,466,907 | -0.32% |
| 31 Dec, 15 | 180,038,841 | -0.73% |
| 30 Sep, 15 | 181,356,286 | 0.37% |
| 30 Jun, 15 | 180,689,157 | -0.27% |
| 31 Mar, 15 | 181,184,419 | -2.16% |
| 31 Dec, 14 | 185,178,335 | -1.82% |
| 30 Sep, 14 | 188,616,357 | -2.10% |
| 30 Jun, 14 | 192,656,437 | -1.42% |
| 31 Mar, 14 | 195,425,436 | -0.79% |
| 31 Dec, 13 | 196,984,554 | -1.12% |
| 30 Sep, 13 | 199,219,637 | 8.48% |
| 30 Jun, 13 | 183,644,085 | 233.37% |
| 31 Mar, 13 | 55,087,400 | 2.62% |
| 31 Dec, 12 | 53,678,657 | -19.89% |
| 30 Sep, 12 | 67,003,328 | -20.63% |
| 30 Jun, 12 | 84,414,133 | 9.96% |
| 31 Mar, 12 | 76,765,272 | -0.35% |
| 31 Dec, 11 | 77,036,315 | 13.60% |
| 30 Sep, 11 | 67,813,562 | -19.94% |
| 30 Jun, 11 | 84,706,265 | 1.10% |
| 31 Mar, 11 | 83,784,318 | 65.05% |
| 31 Dec, 10 | 50,764,010 | 27.30% |
| 30 Sep, 10 | 39,877,310 | -2.87% |
| 30 Jun, 10 | 41,057,181 | 2.96% |
| 31 Mar, 10 | 39,875,185 | -36.38% |
| 31 Dec, 09 | 62,672,347 | -5.61% |
| 30 Sep, 09 | 66,397,053 | 2.41% |
| 30 Jun, 09 | 64,832,104 | 23.78% |
| 31 Mar, 09 | 52,377,030 | 18.98% |
| 31 Dec, 08 | 44,019,958 | 0.92% |
| 30 Sep, 08 | 43,620,331 | -11.36% |
| 30 Jun, 08 | 49,209,729 | 19.43% |
| 31 Mar, 08 | 41,205,339 | -13.24% |
| 31 Dec, 07 | 47,493,374 | 22.06% |
| 30 Sep, 07 | 38,911,235 | -31.22% |
| 30 Jun, 07 | 56,575,763 | 50.48% |
| 31 Mar, 07 | 37,597,516 | -26.72% |
| 31 Dec, 06 | 51,309,269 | -21.01% |
| 30 Sep, 06 | 64,953,794 | -2.98% |
| 30 Jun, 06 | 66,948,615 | 0.73% |
| 31 Mar, 06 | 66,465,925 | 6.34% |
| 31 Dec, 05 | 62,504,733 | -82.56% |
| 30 Sep, 05 | 358,364,363 | 678.94% |
| 30 Jun, 05 | 46,006,643 | -85.78% |
| 31 Mar, 05 | 323,577,290 | 2.58% |
| 31 Dec, 04 | 315,447,060 | 1858.52% |
| 30 Sep, 04 | 16,106,394 | -94.87% |
| 30 Jun, 04 | 313,999,867 | 2251.18% |
| 31 Mar, 04 | 13,354,968 | 13.23% |
| 31 Dec, 03 | 11,794,985 | -16.94% |
| 30 Sep, 03 | 14,200,989 | 24.72% |
| 30 Jun, 03 | 11,386,580 | -1.35% |
| 31 Mar, 03 | 11,541,935 | -11.57% |
| 31 Dec, 02 | 13,051,531 | -19.99% |
| 30 Sep, 02 | 16,312,394 | 62.19% |
| 30 Jun, 02 | 10,057,679 | -5.40% |
| 31 Mar, 02 | 10,631,956 | 29.25% |
| 31 Dec, 01 | 8,226,146 | 4.25% |
| 30 Sep, 01 | 7,891,004 | -51.56% |
| 30 Jun, 01 | 16,290,691 | 59.83% |
| 31 Mar, 01 | 10,192,446 | -35.32% |
| 31 Dec, 00 | 15,758,725 | 10679.84% |
| 30 Sep, 00 | 146,187 | - |
| 31 Dec, 99 | 19,420 | - |
Moody's (MCO) has 166.64M shares outstanding as of 30 Jun 24, up 1.68% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 91.26% | 1.13% |
| 31 Mar, 24 | 89.75% | 1.06% |
| 31 Dec, 23 | 91.96% | 1.12% |
| 30 Sep, 23 | 90.55% | 1.09% |
| 30 Jun, 23 | 91.09% | 1.07% |
| 31 Mar, 23 | 92.30% | 1.08% |
| 31 Dec, 22 | 92.60% | 1.10% |
| 30 Sep, 22 | 91.69% | 1.10% |
| 30 Jun, 22 | 91.47% | 1.09% |
| 31 Mar, 22 | 91.54% | 1.10% |
| 31 Dec, 21 | 91.29% | 1.10% |
| 30 Sep, 21 | 90.95% | 1.09% |
| 30 Jun, 21 | 91.45% | 1.12% |
| 31 Mar, 21 | 90.51% | 1.10% |
| 31 Dec, 20 | 90.54% | 1.12% |
| 30 Sep, 20 | 90.03% | 1.10% |
| 30 Jun, 20 | 90.61% | 1.09% |
| 31 Mar, 20 | 91.04% | 1.09% |
| 31 Dec, 19 | 91.42% | 1.10% |
| 30 Sep, 19 | 91.24% | 1.08% |
| 30 Jun, 19 | 91.89% | 1.04% |
| 31 Mar, 19 | 94.20% | 1.08% |
| 31 Dec, 18 | 93.28% | 1.17% |
| 30 Sep, 18 | 89.11% | 1.12% |
| 30 Jun, 18 | 89.36% | 1.10% |
| 31 Mar, 18 | 89.99% | 1.13% |
| 31 Dec, 17 | 89.29% | 1.14% |
| 30 Sep, 17 | 88.45% | 1.11% |
| 30 Jun, 17 | 89.39% | 1.11% |
| 31 Mar, 17 | 89.59% | 1.12% |
| 31 Dec, 16 | 89.48% | 1.19% |
| 30 Sep, 16 | 86.77% | 1.14% |
| 30 Jun, 16 | 87.27% | 1.03% |
| 31 Mar, 16 | 92.03% | 1.10% |
| 31 Dec, 15 | 91.39% | 1.10% |
| 30 Sep, 15 | 90.95% | 1.13% |
| 30 Jun, 15 | 89.76% | 1.12% |
| 31 Mar, 15 | 89.39% | 1.16% |
| 31 Dec, 14 | 87.89% | 1.09% |
| 30 Sep, 14 | 89.65% | 1.09% |
| 30 Jun, 14 | 90.88% | 1.09% |
| 31 Mar, 14 | 91.32% | 1.13% |
| 31 Dec, 13 | 89.78% | 1.07% |
| 30 Sep, 13 | 91.47% | 1.34% |
| 30 Jun, 13 | 82.61% | 13.57% |
| 31 Mar, 13 | 24.67% | 4.26% |
| 31 Dec, 12 | 24.07% | 2.65% |
| 30 Sep, 12 | 30.11% | 2.12% |
| 30 Jun, 12 | 37.70% | 3.19% |
| 31 Mar, 12 | 34.36% | 2.86% |
| 31 Dec, 11 | 34.69% | 3.85% |
| 30 Sep, 11 | 30.01% | 2.18% |
| 30 Jun, 11 | 37.12% | 2.77% |
| 31 Mar, 11 | 36.60% | 7.84% |
| 31 Dec, 10 | 21.60% | 7.46% |
| 30 Sep, 10 | 17.02% | 5.59% |
| 30 Jun, 10 | 17.45% | 6.16% |
| 31 Mar, 10 | 16.83% | 2.39% |
| 31 Dec, 09 | 26.54% | 3.36% |
| 30 Sep, 09 | 28.09% | 3.72% |
| 30 Jun, 09 | 27.46% | 5.55% |
| 31 Mar, 09 | 22.25% | 6.75% |
| 31 Dec, 08 | 18.16% | 5.56% |
| 30 Sep, 08 | 18.08% | 4.47% |
| 30 Jun, 08 | 20.12% | 7.25% |
| 31 Mar, 08 | 16.66% | 5.24% |
| 31 Dec, 07 | 17.83% | 8.09% |
| 30 Sep, 07 | 14.84% | 3.37% |
| 30 Jun, 07 | 20.99% | 11.45% |
| 31 Mar, 07 | 13.54% | 4.15% |
| 31 Dec, 06 | 18.05% | 3.37% |
| 30 Sep, 06 | 23.14% | 4.23% |
| 30 Jun, 06 | 23.38% | 4.47% |
| 31 Mar, 06 | 22.88% | 4.94% |
| 31 Dec, 05 | 21.52% | 0.15% |
| 30 Sep, 05 | 119.61% | 51.00% |
| 30 Jun, 05 | 15.32% | 0.13% |
| 31 Mar, 05 | 108.22% | 0.96% |
| 31 Dec, 04 | 106.21% | 356.78% |
| 30 Sep, 04 | 5.46% | 0.05% |
| 30 Jun, 04 | 105.44% | 525.70% |
| 31 Mar, 04 | 4.48% | 28.55% |
| 31 Dec, 03 | 3.96% | 17.54% |
| 30 Sep, 03 | 4.75% | 32.47% |
| 30 Jun, 03 | 3.83% | 25.20% |
| 31 Mar, 03 | 3.90% | 21.67% |
| 31 Dec, 02 | 4.24% | 15.35% |
| 30 Sep, 02 | 5.26% | 49.93% |
| 30 Jun, 02 | 3.24% | 27.37% |
| 31 Mar, 02 | 3.44% | 48.52% |
| 31 Dec, 01 | 2.66% | 42.83% |
| 30 Sep, 01 | 2.49% | 9.38% |
| 30 Jun, 01 | 5.16% | 50.18% |
| 31 Mar, 01 | 3.21% | 13.50% |
| 31 Dec, 00 | 4.87% | 239759.87% |
| 30 Sep, 00 | 0.05% | - |
| 31 Dec, 99 | 0.01% | - |
As of 30 Jun 24, Moody's is held by 91.26% institutional shareholders, representing a 1.13% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 500 | -4.03% |
| 31 Mar, 24 | 521 | 2.76% |
| 31 Dec, 23 | 507 | 9.50% |
| 30 Sep, 23 | 463 | - |
| 30 Jun, 23 | 463 | 9.46% |
| 31 Mar, 23 | 423 | -7.03% |
| 31 Dec, 22 | 455 | 13.47% |
| 30 Sep, 22 | 401 | -1.47% |
| 30 Jun, 22 | 407 | -11.14% |
| 31 Mar, 22 | 458 | -15.65% |
| 31 Dec, 21 | 543 | 25.99% |
| 30 Sep, 21 | 431 | 5.38% |
| 30 Jun, 21 | 409 | 3.02% |
| 31 Mar, 21 | 397 | -8.94% |
| 31 Dec, 20 | 436 | 12.66% |
| 30 Sep, 20 | 387 | -1.02% |
| 30 Jun, 20 | 391 | 0.26% |
| 31 Mar, 20 | 390 | 3.45% |
| 31 Dec, 19 | 377 | 22.80% |
| 30 Sep, 19 | 307 | -4.66% |
| 30 Jun, 19 | 322 | 1.26% |
| 31 Mar, 19 | 318 | 3.92% |
| 31 Dec, 18 | 306 | 3.73% |
| 30 Sep, 18 | 295 | -4.22% |
| 30 Jun, 18 | 308 | 10.79% |
| 31 Mar, 18 | 278 | -14.98% |
| 31 Dec, 17 | 327 | 38.56% |
| 30 Sep, 17 | 236 | 5.83% |
| 30 Jun, 17 | 223 | -4.70% |
| 31 Mar, 17 | 234 | -10.00% |
| 31 Dec, 16 | 260 | 11.59% |
| 30 Sep, 16 | 233 | 5.91% |
| 30 Jun, 16 | 220 | -9.47% |
| 31 Mar, 16 | 243 | 7.05% |
| 31 Dec, 15 | 227 | -7.72% |
| 30 Sep, 15 | 246 | 22.39% |
| 30 Jun, 15 | 201 | -7.37% |
| 31 Mar, 15 | 217 | -7.66% |
| 31 Dec, 14 | 235 | 29.12% |
| 30 Sep, 14 | 182 | -3.19% |
| 30 Jun, 14 | 188 | 5.03% |
| 31 Mar, 14 | 179 | 0.56% |
| 31 Dec, 13 | 178 | 11.95% |
| 30 Sep, 13 | 159 | -44.41% |
| 30 Jun, 13 | 286 | 177.67% |
| 31 Mar, 13 | 103 | 5.10% |
| 31 Dec, 12 | 98 | -6.67% |
| 30 Sep, 12 | 105 | 29.63% |
| 30 Jun, 12 | 81 | -2.41% |
| 31 Mar, 12 | 83 | 13.70% |
| 31 Dec, 11 | 73 | -7.59% |
| 30 Sep, 11 | 79 | -2.47% |
| 30 Jun, 11 | 81 | 12.50% |
| 31 Mar, 11 | 72 | -5.26% |
| 31 Dec, 10 | 76 | 52.00% |
| 30 Sep, 10 | 50 | -12.28% |
| 30 Jun, 10 | 57 | 14.00% |
| 31 Mar, 10 | 50 | -5.66% |
| 31 Dec, 09 | 53 | -19.70% |
| 30 Sep, 09 | 66 | 3.13% |
| 30 Jun, 09 | 64 | 8.47% |
| 31 Mar, 09 | 59 | -15.71% |
| 31 Dec, 08 | 70 | 9.38% |
| 30 Sep, 08 | 64 | 10.34% |
| 30 Jun, 08 | 58 | - |
| 31 Mar, 08 | 58 | -9.38% |
| 31 Dec, 07 | 64 | -1.54% |
| 30 Sep, 07 | 65 | - |
| 30 Jun, 07 | 65 | -25.29% |
| 31 Mar, 07 | 87 | 40.32% |
| 31 Dec, 06 | 62 | 10.71% |
| 30 Sep, 06 | 56 | -5.08% |
| 30 Jun, 06 | 59 | -19.18% |
| 31 Mar, 06 | 73 | 8.96% |
| 31 Dec, 05 | 67 | 36.73% |
| 30 Sep, 05 | 49 | -51.96% |
| 30 Jun, 05 | 102 | 142.86% |
| 31 Mar, 05 | 42 | -34.38% |
| 31 Dec, 04 | 64 | 48.84% |
| 30 Sep, 04 | 43 | - |
| 30 Jun, 04 | 43 | -20.37% |
| 31 Mar, 04 | 54 | 12.50% |
| 31 Dec, 03 | 48 | 17.07% |
| 30 Sep, 03 | 41 | 17.14% |
| 30 Jun, 03 | 35 | -16.67% |
| 31 Mar, 03 | 42 | 7.69% |
| 31 Dec, 02 | 39 | 14.71% |
| 30 Sep, 02 | 34 | 25.93% |
| 30 Jun, 02 | 27 | -18.18% |
| 31 Mar, 02 | 33 | 57.14% |
| 31 Dec, 01 | 21 | 10.53% |
| 30 Sep, 01 | 19 | -20.83% |
| 30 Jun, 01 | 24 | -7.69% |
| 31 Mar, 01 | 26 | -21.21% |
| 31 Dec, 00 | 33 | 1000.00% |
| 30 Sep, 00 | 3 | - |
| 31 Dec, 99 | 1 | - |
500 institutional shareholders have increased their position in MCO stock as of 30 Jun 24 compared to 521 in the previous quarter (a -4.03% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 381 | -3.79% |
| 31 Mar, 24 | 396 | -2.94% |
| 31 Dec, 23 | 408 | 18.95% |
| 30 Sep, 23 | 343 | -3.38% |
| 30 Jun, 23 | 355 | 5.03% |
| 31 Mar, 23 | 338 | -0.59% |
| 31 Dec, 22 | 340 | -3.41% |
| 30 Sep, 22 | 352 | 1.44% |
| 30 Jun, 22 | 347 | -0.86% |
| 31 Mar, 22 | 350 | 18.64% |
| 31 Dec, 21 | 295 | -3.91% |
| 30 Sep, 21 | 307 | 1.66% |
| 30 Jun, 21 | 302 | -5.03% |
| 31 Mar, 21 | 318 | 4.61% |
| 31 Dec, 20 | 304 | -0.65% |
| 30 Sep, 20 | 306 | -2.86% |
| 30 Jun, 20 | 315 | 11.70% |
| 31 Mar, 20 | 282 | 6.42% |
| 31 Dec, 19 | 265 | -8.30% |
| 30 Sep, 19 | 289 | 16.53% |
| 30 Jun, 19 | 248 | 3.77% |
| 31 Mar, 19 | 239 | 4.37% |
| 31 Dec, 18 | 229 | -3.38% |
| 30 Sep, 18 | 237 | 4.41% |
| 30 Jun, 18 | 227 | -4.62% |
| 31 Mar, 18 | 238 | 27.96% |
| 31 Dec, 17 | 186 | -14.68% |
| 30 Sep, 17 | 218 | 14.74% |
| 30 Jun, 17 | 190 | -14.80% |
| 31 Mar, 17 | 223 | 7.73% |
| 31 Dec, 16 | 207 | 2.48% |
| 30 Sep, 16 | 202 | 5.21% |
| 30 Jun, 16 | 192 | 4.92% |
| 31 Mar, 16 | 183 | -7.58% |
| 31 Dec, 15 | 198 | 18.56% |
| 30 Sep, 15 | 167 | -18.93% |
| 30 Jun, 15 | 206 | 0.98% |
| 31 Mar, 15 | 204 | 17.24% |
| 31 Dec, 14 | 174 | -9.84% |
| 30 Sep, 14 | 193 | 9.66% |
| 30 Jun, 14 | 176 | -0.56% |
| 31 Mar, 14 | 177 | -3.80% |
| 31 Dec, 13 | 184 | 5.14% |
| 30 Sep, 13 | 175 | 127.27% |
| 30 Jun, 13 | 77 | 18.46% |
| 31 Mar, 13 | 65 | 14.04% |
| 31 Dec, 12 | 57 | 29.55% |
| 30 Sep, 12 | 44 | -26.67% |
| 30 Jun, 12 | 60 | - |
| 31 Mar, 12 | 60 | 5.26% |
| 31 Dec, 11 | 57 | 54.05% |
| 30 Sep, 11 | 37 | -21.28% |
| 30 Jun, 11 | 47 | 42.42% |
| 31 Mar, 11 | 33 | 22.22% |
| 31 Dec, 10 | 27 | -15.63% |
| 30 Sep, 10 | 32 | 45.45% |
| 30 Jun, 10 | 22 | -46.34% |
| 31 Mar, 10 | 41 | 5.13% |
| 31 Dec, 09 | 39 | 8.33% |
| 30 Sep, 09 | 36 | -23.40% |
| 30 Jun, 09 | 47 | 51.61% |
| 31 Mar, 09 | 31 | -6.06% |
| 31 Dec, 08 | 33 | -23.26% |
| 30 Sep, 08 | 43 | 19.44% |
| 30 Jun, 08 | 36 | -26.53% |
| 31 Mar, 08 | 49 | 11.36% |
| 31 Dec, 07 | 44 | 4.76% |
| 30 Sep, 07 | 42 | 2.44% |
| 30 Jun, 07 | 41 | 41.38% |
| 31 Mar, 07 | 29 | -32.56% |
| 31 Dec, 06 | 43 | 2.38% |
| 30 Sep, 06 | 42 | -12.50% |
| 30 Jun, 06 | 48 | 9.09% |
| 31 Mar, 06 | 44 | 29.41% |
| 31 Dec, 05 | 34 | -12.82% |
| 30 Sep, 05 | 39 | 1850.00% |
| 30 Jun, 05 | 2 | -94.87% |
| 31 Mar, 05 | 39 | 56.00% |
| 31 Dec, 04 | 25 | -13.79% |
| 30 Sep, 04 | 29 | -3.33% |
| 30 Jun, 04 | 30 | 15.38% |
| 31 Mar, 04 | 26 | 36.84% |
| 31 Dec, 03 | 19 | -24.00% |
| 30 Sep, 03 | 25 | 25.00% |
| 30 Jun, 03 | 20 | 5.26% |
| 31 Mar, 03 | 19 | 11.76% |
| 31 Dec, 02 | 17 | -5.56% |
| 30 Sep, 02 | 18 | -5.26% |
| 30 Jun, 02 | 19 | 58.33% |
| 31 Mar, 02 | 12 | 50.00% |
| 31 Dec, 01 | 8 | -33.33% |
| 30 Sep, 01 | 12 | 33.33% |
| 30 Jun, 01 | 9 | 28.57% |
| 31 Mar, 01 | 7 | 600.00% |
| 31 Dec, 00 | 1 | - |
| 30 Sep, 00 | - | - |
| 31 Dec, 99 | - | - |
381 institutional shareholders have reduced their position in MCO stock as of 30 Jun 24 compared to 396 in the previous quarter (a -3.79% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,130 | -1.05% | 166,636,562 | 1.68% | 91.26% | 1.13% | 500 | -4.03% | 381 | -3.79% |
| 31 Mar, 24 | 1,142 | 2.33% | 163,878,275 | -2.45% | 89.75% | 1.06% | 521 | 2.76% | 396 | -2.94% |
| 31 Dec, 23 | 1,116 | 5.98% | 168,002,253 | 1.22% | 91.96% | 1.12% | 507 | 9.50% | 408 | 18.95% |
| 30 Sep, 23 | 1,053 | 1.45% | 165,974,728 | -0.70% | 90.55% | 1.09% | 463 | - | 343 | -3.38% |
| 30 Jun, 23 | 1,038 | 6.46% | 167,147,234 | -1.21% | 91.09% | 1.07% | 463 | 9.46% | 355 | 5.03% |
| 31 Mar, 23 | 975 | 0.21% | 169,186,233 | -0.27% | 92.30% | 1.08% | 423 | -7.03% | 338 | -0.59% |
| 31 Dec, 22 | 973 | 2.64% | 169,648,205 | 1.00% | 92.60% | 1.10% | 455 | 13.47% | 340 | -3.41% |
| 30 Sep, 22 | 948 | -1.25% | 167,968,977 | -0.26% | 91.69% | 1.10% | 401 | -1.47% | 352 | 1.44% |
| 30 Jun, 22 | 960 | -7.87% | 168,399,309 | -0.61% | 91.47% | 1.09% | 407 | -11.14% | 347 | -0.86% |
| 31 Mar, 22 | 1,042 | -3.07% | 169,431,938 | -0.11% | 91.54% | 1.10% | 458 | -15.65% | 350 | 18.64% |
| 31 Dec, 21 | 1,075 | 8.59% | 169,618,959 | 0.27% | 91.29% | 1.10% | 543 | 25.99% | 295 | -3.91% |
| 30 Sep, 21 | 990 | 3.34% | 169,163,736 | -0.93% | 90.95% | 1.09% | 431 | 5.38% | 307 | 1.66% |
| 30 Jun, 21 | 958 | 3.01% | 170,746,045 | 0.77% | 91.45% | 1.12% | 409 | 3.02% | 302 | -5.03% |
| 31 Mar, 21 | 930 | -1.38% | 169,437,842 | -0.24% | 90.51% | 1.10% | 397 | -8.94% | 318 | 4.61% |
| 31 Dec, 20 | 943 | 4.55% | 169,849,268 | 0.45% | 90.54% | 1.12% | 436 | 12.66% | 304 | -0.65% |
| 30 Sep, 20 | 902 | 1.46% | 169,081,679 | -0.59% | 90.03% | 1.10% | 387 | -1.02% | 306 | -2.86% |
| 30 Jun, 20 | 889 | 5.83% | 170,079,463 | -0.37% | 90.61% | 1.09% | 391 | 0.26% | 315 | 11.70% |
| 31 Mar, 20 | 840 | 1.20% | 170,707,207 | -0.83% | 91.04% | 1.09% | 390 | 3.45% | 282 | 6.42% |
| 31 Dec, 19 | 830 | 5.33% | 172,140,337 | -0.17% | 91.42% | 1.10% | 377 | 22.80% | 265 | -8.30% |
| 30 Sep, 19 | 788 | 6.20% | 172,437,025 | -0.92% | 91.24% | 1.08% | 307 | -4.66% | 289 | 16.53% |
| 30 Jun, 19 | 742 | 3.06% | 174,036,080 | -2.96% | 91.89% | 1.04% | 322 | 1.26% | 248 | 3.77% |
| 31 Mar, 19 | 720 | 5.26% | 179,351,863 | 0.35% | 94.20% | 1.08% | 318 | 3.92% | 239 | 4.37% |
| 31 Dec, 18 | 684 | -3.80% | 178,728,715 | 4.58% | 93.28% | 1.17% | 306 | 3.73% | 229 | -3.38% |
| 30 Sep, 18 | 711 | 2.30% | 170,904,564 | -0.34% | 89.11% | 1.12% | 295 | -4.22% | 237 | 4.41% |
| 30 Jun, 18 | 695 | 2.21% | 171,481,481 | -0.44% | 89.36% | 1.10% | 308 | 10.79% | 227 | -4.62% |
| 31 Mar, 18 | 680 | 2.41% | 172,231,650 | 0.99% | 89.99% | 1.13% | 278 | -14.98% | 238 | 27.96% |
| 31 Dec, 17 | 664 | 11.22% | 170,541,153 | 0.90% | 89.29% | 1.14% | 327 | 38.56% | 186 | -14.68% |
| 30 Sep, 17 | 597 | 4.55% | 169,025,034 | -1.00% | 88.45% | 1.11% | 236 | 5.83% | 218 | 14.74% |
| 30 Jun, 17 | 571 | -2.39% | 170,729,428 | -0.28% | 89.39% | 1.11% | 223 | -4.70% | 190 | -14.80% |
| 31 Mar, 17 | 585 | 0.17% | 171,204,707 | 0.28% | 89.59% | 1.12% | 234 | -10.00% | 223 | 7.73% |
| 31 Dec, 16 | 584 | 3.36% | 170,726,658 | 2.63% | 89.48% | 1.19% | 260 | 11.59% | 207 | 2.48% |
| 30 Sep, 16 | 565 | 4.82% | 166,345,315 | -1.44% | 86.77% | 1.14% | 233 | 5.91% | 202 | 5.21% |
| 30 Jun, 16 | 539 | - | 168,779,709 | -5.95% | 87.27% | 1.03% | 220 | -9.47% | 192 | 4.92% |
| 31 Mar, 16 | 539 | -1.10% | 179,466,907 | -0.32% | 92.03% | 1.10% | 243 | 7.05% | 183 | -7.58% |
| 31 Dec, 15 | 545 | 2.44% | 180,038,841 | -0.73% | 91.39% | 1.10% | 227 | -7.72% | 198 | 18.56% |
| 30 Sep, 15 | 532 | 2.50% | 181,356,286 | 0.37% | 90.95% | 1.13% | 246 | 22.39% | 167 | -18.93% |
| 30 Jun, 15 | 519 | 0.19% | 180,689,157 | -0.27% | 89.76% | 1.12% | 201 | -7.37% | 206 | 0.98% |
| 31 Mar, 15 | 518 | -1.71% | 181,184,419 | -2.16% | 89.39% | 1.16% | 217 | -7.66% | 204 | 17.24% |
| 31 Dec, 14 | 527 | 8.21% | 185,178,335 | -1.82% | 87.89% | 1.09% | 235 | 29.12% | 174 | -9.84% |
| 30 Sep, 14 | 487 | 4.28% | 188,616,357 | -2.10% | 89.65% | 1.09% | 182 | -3.19% | 193 | 9.66% |
| 30 Jun, 14 | 467 | 1.97% | 192,656,437 | -1.42% | 90.88% | 1.09% | 188 | 5.03% | 176 | -0.56% |
| 31 Mar, 14 | 458 | 0.66% | 195,425,436 | -0.79% | 91.32% | 1.13% | 179 | 0.56% | 177 | -3.80% |
| 31 Dec, 13 | 455 | 5.32% | 196,984,554 | -1.12% | 89.78% | 1.07% | 178 | 11.95% | 184 | 5.14% |
| 30 Sep, 13 | 432 | 2.13% | 199,219,637 | 8.48% | 91.47% | 1.34% | 159 | -44.41% | 175 | 127.27% |
| 30 Jun, 13 | 423 | 120.31% | 183,644,085 | 233.37% | 82.61% | 13.57% | 286 | 177.67% | 77 | 18.46% |
| 31 Mar, 13 | 192 | 2.67% | 55,087,400 | 2.62% | 24.67% | 4.26% | 103 | 5.10% | 65 | 14.04% |
| 31 Dec, 12 | 187 | 4.47% | 53,678,657 | -19.89% | 24.07% | 2.65% | 98 | -6.67% | 57 | 29.55% |
| 30 Sep, 12 | 179 | 8.48% | 67,003,328 | -20.63% | 30.11% | 2.12% | 105 | 29.63% | 44 | -26.67% |
| 30 Jun, 12 | 165 | -1.20% | 84,414,133 | 9.96% | 37.70% | 3.19% | 81 | -2.41% | 60 | - |
| 31 Mar, 12 | 167 | 6.37% | 76,765,272 | -0.35% | 34.36% | 2.86% | 83 | 13.70% | 60 | 5.26% |
| 31 Dec, 11 | 157 | 14.60% | 77,036,315 | 13.60% | 34.69% | 3.85% | 73 | -7.59% | 57 | 54.05% |
| 30 Sep, 11 | 137 | -9.27% | 67,813,562 | -19.94% | 30.01% | 2.18% | 79 | -2.47% | 37 | -21.28% |
| 30 Jun, 11 | 151 | 16.15% | 84,706,265 | 1.10% | 37.12% | 2.77% | 81 | 12.50% | 47 | 42.42% |
| 31 Mar, 11 | 130 | 3.17% | 83,784,318 | 65.05% | 36.60% | 7.84% | 72 | -5.26% | 33 | 22.22% |
| 31 Dec, 10 | 126 | 24.75% | 50,764,010 | 27.30% | 21.60% | 7.46% | 76 | 52.00% | 27 | -15.63% |
| 30 Sep, 10 | 101 | - | 39,877,310 | -2.87% | 17.02% | 5.59% | 50 | -12.28% | 32 | 45.45% |
| 30 Jun, 10 | 101 | -12.93% | 41,057,181 | 2.96% | 17.45% | 6.16% | 57 | 14.00% | 22 | -46.34% |
| 31 Mar, 10 | 116 | 4.50% | 39,875,185 | -36.38% | 16.83% | 2.39% | 50 | -5.66% | 41 | 5.13% |
| 31 Dec, 09 | 111 | -9.02% | 62,672,347 | -5.61% | 26.54% | 3.36% | 53 | -19.70% | 39 | 8.33% |
| 30 Sep, 09 | 122 | -6.87% | 66,397,053 | 2.41% | 28.09% | 3.72% | 66 | 3.13% | 36 | -23.40% |
| 30 Jun, 09 | 131 | 22.43% | 64,832,104 | 23.78% | 27.46% | 5.55% | 64 | 8.47% | 47 | 51.61% |
| 31 Mar, 09 | 107 | -15.75% | 52,377,030 | 18.98% | 22.25% | 6.75% | 59 | -15.71% | 31 | -6.06% |
| 31 Dec, 08 | 127 | -7.30% | 44,019,958 | 0.92% | 18.16% | 5.56% | 70 | 9.38% | 33 | -23.26% |
| 30 Sep, 08 | 137 | 9.60% | 43,620,331 | -11.36% | 18.08% | 4.47% | 64 | 10.34% | 43 | 19.44% |
| 30 Jun, 08 | 125 | -3.10% | 49,209,729 | 19.43% | 20.12% | 7.25% | 58 | - | 36 | -26.53% |
| 31 Mar, 08 | 129 | 1.57% | 41,205,339 | -13.24% | 16.66% | 5.24% | 58 | -9.38% | 49 | 11.36% |
| 31 Dec, 07 | 127 | -3.79% | 47,493,374 | 22.06% | 17.83% | 8.09% | 64 | -1.54% | 44 | 4.76% |
| 30 Sep, 07 | 132 | -6.38% | 38,911,235 | -31.22% | 14.84% | 3.37% | 65 | - | 42 | 2.44% |
| 30 Jun, 07 | 141 | -5.37% | 56,575,763 | 50.48% | 20.99% | 11.45% | 65 | -25.29% | 41 | 41.38% |
| 31 Mar, 07 | 149 | 6.43% | 37,597,516 | -26.72% | 13.54% | 4.15% | 87 | 40.32% | 29 | -32.56% |
| 31 Dec, 06 | 140 | 8.53% | 51,309,269 | -21.01% | 18.05% | 3.37% | 62 | 10.71% | 43 | 2.38% |
| 30 Sep, 06 | 129 | 1.57% | 64,953,794 | -2.98% | 23.14% | 4.23% | 56 | -5.08% | 42 | -12.50% |
| 30 Jun, 06 | 127 | -7.30% | 66,948,615 | 0.73% | 23.38% | 4.47% | 59 | -19.18% | 48 | 9.09% |
| 31 Mar, 06 | 137 | 8.73% | 66,465,925 | 6.34% | 22.88% | 4.94% | 73 | 8.96% | 44 | 29.41% |
| 31 Dec, 05 | 126 | 11.50% | 62,504,733 | -82.56% | 21.52% | 0.15% | 67 | 36.73% | 34 | -12.82% |
| 30 Sep, 05 | 113 | 6.60% | 358,364,363 | 678.94% | 119.61% | 51.00% | 49 | -51.96% | 39 | 1850.00% |
| 30 Jun, 05 | 106 | 2.91% | 46,006,643 | -85.78% | 15.32% | 0.13% | 102 | 142.86% | 2 | -94.87% |
| 31 Mar, 05 | 103 | -2.83% | 323,577,290 | 2.58% | 108.22% | 0.96% | 42 | -34.38% | 39 | 56.00% |
| 31 Dec, 04 | 106 | 21.84% | 315,447,060 | 1858.52% | 106.21% | 356.78% | 64 | 48.84% | 25 | -13.79% |
| 30 Sep, 04 | 87 | 4.82% | 16,106,394 | -94.87% | 5.46% | 0.05% | 43 | - | 29 | -3.33% |
| 30 Jun, 04 | 83 | -7.78% | 313,999,867 | 2251.18% | 105.44% | 525.70% | 43 | -20.37% | 30 | 15.38% |
| 31 Mar, 04 | 90 | 13.92% | 13,354,968 | 13.23% | 4.48% | 28.55% | 54 | 12.50% | 26 | 36.84% |
| 31 Dec, 03 | 79 | 1.28% | 11,794,985 | -16.94% | 3.96% | 17.54% | 48 | 17.07% | 19 | -24.00% |
| 30 Sep, 03 | 78 | 9.86% | 14,200,989 | 24.72% | 4.75% | 32.47% | 41 | 17.14% | 25 | 25.00% |
| 30 Jun, 03 | 71 | -1.39% | 11,386,580 | -1.35% | 3.83% | 25.20% | 35 | -16.67% | 20 | 5.26% |
| 31 Mar, 03 | 72 | 12.50% | 11,541,935 | -11.57% | 3.90% | 21.67% | 42 | 7.69% | 19 | 11.76% |
| 31 Dec, 02 | 64 | 4.92% | 13,051,531 | -19.99% | 4.24% | 15.35% | 39 | 14.71% | 17 | -5.56% |
| 30 Sep, 02 | 61 | 8.93% | 16,312,394 | 62.19% | 5.26% | 49.93% | 34 | 25.93% | 18 | -5.26% |
| 30 Jun, 02 | 56 | 9.80% | 10,057,679 | -5.40% | 3.24% | 27.37% | 27 | -18.18% | 19 | 58.33% |
| 31 Mar, 02 | 51 | 50.00% | 10,631,956 | 29.25% | 3.44% | 48.52% | 33 | 57.14% | 12 | 50.00% |
| 31 Dec, 01 | 34 | -10.53% | 8,226,146 | 4.25% | 2.66% | 42.83% | 21 | 10.53% | 8 | -33.33% |
| 30 Sep, 01 | 38 | -2.56% | 7,891,004 | -51.56% | 2.49% | 9.38% | 19 | -20.83% | 12 | 33.33% |
| 30 Jun, 01 | 39 | 5.41% | 16,290,691 | 59.83% | 5.16% | 50.18% | 24 | -7.69% | 9 | 28.57% |
| 31 Mar, 01 | 37 | 5.71% | 10,192,446 | -35.32% | 3.21% | 13.50% | 26 | -21.21% | 7 | 600.00% |
| 31 Dec, 00 | 35 | 1066.67% | 15,758,725 | 10679.84% | 4.87% | 239759.87% | 33 | 1000.00% | 1 | - |
| 30 Sep, 00 | 3 | - | 146,187 | - | 0.05% | - | 3 | - | - | - |
| 31 Dec, 99 | 1 | - | 19,420 | - | 0.01% | - | 1 | - | - | - |
Moody's Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Moody's's stock was made by Tulenko Stephen T on Aug 12 2024, selling 500 shares at $464.06 per share (valued at $232.03K).
Moody's Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 6 | 14 | 42.86% |
| Q2 2024 | 20 | - | - |
| Q1 2024 | 47 | 10 | 470.00% |
| Q4 2023 | 33 | 28 | 117.86% |
| Q3 2023 | 33 | 32 | 103.13% |
| Q2 2023 | 22 | 8 | 275.00% |
| Q1 2023 | 48 | 31 | 154.84% |
| Q4 2022 | 21 | 4 | 525.00% |
| Q3 2022 | 18 | 7 | 257.14% |
| Q2 2022 | 19 | 15 | 126.67% |
| Q1 2022 | 44 | 14 | 314.29% |
| Q4 2021 | 14 | 9 | 155.56% |
| Q3 2021 | 20 | 23 | 86.96% |
| Q2 2021 | 20 | 26 | 76.92% |
| Q1 2021 | 60 | 43 | 139.53% |
| Q4 2020 | 21 | 28 | 75.00% |
| Q3 2020 | 20 | 8 | 250.00% |
| Q2 2020 | 28 | 52 | 53.85% |
| Q1 2020 | 60 | 48 | 125.00% |
| Q4 2019 | 24 | 20 | 120.00% |
6 total buy trades, and 14 total sell trades (buy/sell ratio of 0.43%) were made by Moody's's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 8 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | 10 | - |
| Q3 2023 | - | 15 | - |
| Q2 2023 | - | 5 | - |
| Q1 2023 | - | 19 | - |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | 3 | - |
| Q2 2022 | - | 13 | - |
| Q1 2022 | - | 4 | - |
| Q4 2021 | - | 5 | - |
| Q3 2021 | - | 15 | - |
| Q2 2021 | - | 18 | - |
| Q1 2021 | - | 25 | - |
| Q4 2020 | - | 21 | - |
| Q3 2020 | - | 8 | - |
| Q2 2020 | - | 40 | - |
| Q1 2020 | - | 26 | - |
| Q4 2019 | - | 10 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 8 open market sell trades of Moody's's stocks.
MCO Ownership FAQ
Who Owns Moody's?
Moody's is owned by institutional shareholders (91.26%), insiders (13.78%), and public (-5.04%). The largest institutional shareholder of Moody's is BERKSHIRE HATHAWAY INC (13.51% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (6.96% of total shares).
Who are the major institutional shareholders of Moody's?
Moody's's major institutional shareholders are BERKSHIRE HATHAWAY INC, VANGUARD GROUP INC, TCI FUND MANAGEMENT LTD, BLACKROCK INC., and STATE STREET CORP. The top five shareholders own together 39.79% of the company's share outstanding.
How many Moody's shareholders are there?
As of Jun 2024, there are 1,130 institutional shareholders of Moody's.
What percentage of Moody's is owned by BERKSHIRE HATHAWAY INC?
BERKSHIRE HATHAWAY INC owns 24.67M shares of Moody's, representing 13.51% of the company's total shares outstanding, valued at $10.38B (as of Jun 2024).
What percentage of Moody's is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 14.56M shares of Moody's (MCO), compromising 7.98% of the company, valued at $6.13B.
What percentage of Moody's is owned by TCI FUND MANAGEMENT LTD?
TCI FUND MANAGEMENT LTD is the third largest holder of Moody's. The company owns 13.25M of the company's shares outstanding (worth $5.58B).