Moody's Ownership | Who Owns Moody's?

Overview Forecast RevenueFinancials Chart Transcripts

Moody's Ownership Summary

Moody's is owned by 18.56% institutional investors, 13.93% insiders, and 67.51% retail investors. Berkshire hathaway is the largest institutional shareholder, holding 13.71% 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	18.56%	13.93%	67.51%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Financial Data & Stock Exchanges Stocks	42.82%	15.06%	42.12%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Berkshire hathaway	24.67M	13.71%	$11.75B
Vanguard group	15.27M	8.51%	$7.80B
Blackrock funding, inc. /de	14.03M	7.82%	$7.17B
Tci fund management	13.31M	7.40%	$6.34B
Blackrock	13.19M	7.22%	$5.55B
State street	7.14M	3.97%	$3.40B
Fmr	5.69M	3.16%	$2.71B
Geode capital management	3.97M	2.21%	$2.02B
Stonepine asset management	2.38M	1.32%	$1.21B
Fiera capital	2.37M	1.32%	$1.21B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Brx global lp	59.74K	27.19%	$28.47M
Rings capital management	120.00K	26.84%	$57.18M
Valley forge capital management, lp	1.31M	15.06%	$626.16M
Square wave capital	78.49K	13.68%	$37.40M
Bluegrass capital partners lp	42.00K	12.82%	$21.46M
Tci fund management	13.31M	12.03%	$6.34B
Square wave partners	24.74K	11.29%	$11.71M
Akre capital management	1.74M	9.72%	$886.44M
Aquamarine zurich	27.00K	9.35%	$13.79M
Rothschild & co wealth management uk	1.12M	8.98%	$570.75M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.15M	0.12%	2.15M
Egerton capital (uk) llp	773.41K	4.29%	773.41K
Point72 asset management	345.07K	0.28%	345.07K
Apg asset management	569.00K	0.70%	339.99K
Price t rowe associates inc /md/	989.33K	0.05%	303.36K

Top Sellers

Holder	Shares	% Assets	Change
Veritas asset management llp	-	-	-935.91K
Winslow capital management	24.15K	0.04%	-706.94K
Blackrock funding, inc. /de	14.03M	0.12%	-623.30K
Fmr	5.69M	0.14%	-559.83K
Jpmorgan chase	495.60K	0.02%	-538.54K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.15M	0.12%	2.15M	$1.10B
Egerton capital (uk) llp	773.41K	4.29%	773.41K	$395.10M
Point72 asset management	345.07K	0.28%	345.07K	$164.42M
Capitolis liquid global markets	129.20K	0.49%	129.20K	$61.56M
Westfield capital management co lp	118.32K	0.25%	118.32K	$60.44M

Sold Out

Holder	Change
Concord wealth partners	-1.00
Palisade asset management	-1.00
Gps wealth strategies group	-1.00
Mine & arao wealth creation & management, llc.	-1.00
Sittner & nelson	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	676	-50.33%	33,310,284	-79.29%	18	0.23%	326	-44.84%	212	-54.31%
Sep 30, 2025	749	-45.13%	43,834,425	-73.23%	24	0.29%	317	-51.82%	240	-46.55%
Jun 30, 2025	1,348	1.35%	163,561,928	0.26%	90	1.11%	653	-1.06%	442	5.49%
Mar 31, 2025	34	-97.42%	28,401,060	-82.63%	15	0.19%	13	-97.88%	11	-97.49%
Dec 31, 2024	1,269	4.27%	162,882,922	0.66%	89	1.13%	582	1.75%	432	11.34%

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	4.78M	2.69%	16.62K
Vanguard 500 Index Investor	3.91M	2.20%	24.27K
Akre Focus Instl	2.40M	1.34%	-424.50K
iShares Core S&P 500 ETF	1.95M	1.10%	318.64K
Fidelity 500 Index	1.94M	1.09%	-8.20K
SPDR® S&P 500 ETF	1.93M	1.07%	-40.38K
SPDR® S&P 500® ETF	1.87M	1.04%	23.02K
SPDR® S&P 500® ETF Trust	1.87M	1.04%	-9.83K
State Street® SPDR® S&P 500® ETF	1.81M	1.02%	-3.20K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 04, 2026	Phillips Jason D	Chief Acctg Off & Controller	Sell	$157.44K
Mar 04, 2026	Heuland Noemie Clemence	SVP & Chief Financial Officer	Sell	$46.59K
Mar 04, 2026	West Michael L	President, Moody's Investors	Sell	$2.01M
Mar 03, 2026	Steele Richard G	SVP - General Counsel	Sell	$171.27K
Mar 03, 2026	Fauber Robert	President and CEO	Sell	$2.38M

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	11
2025 Q4	-	7
2025 Q3	-	17
2025 Q2	-	6
2025 Q1	-	9

MCO Ownership FAQ

Who Owns Moody's?

Moody's shareholders are primarily institutional investors at 18.56%, followed by 13.93% insiders and 67.51% retail investors. The average institutional ownership in Moody's's industry, Financial Data & Stock Exchanges Stocks, is 42.82%, which Moody's falls below.

Who owns the most shares of Moody's?

Moody's’s largest shareholders are Berkshire hathaway (24.67M shares, 13.71%), Vanguard group (15.27M shares, 8.51%), and Blackrock funding, inc. /de (14.03M shares, 7.82%). Together, they hold 30.04% 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?

Brx global lp is Moody's’s biggest shareholder by percentage of total assets invested, with 27.19% of its assets in 59.74K Moody's shares, valued at 28.47M$.

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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