Moodys Corporation (MCO) Ownership

314.20 ↓5.38 (-1.68%)

As of Market Close on January 30th, 2023.

Institutions
Mutual Funds

Institutional Ownership

Berkshire Hathaway Inc is the biggest individual institutional holder of Moodys Corporation (MCO), owning a total of 24.7 million shares. Combined, the top 22 institutional holders of MCO own 63.67% of the company with a total of 116.6 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders decreased their combined ownership of MCO by 1 million shares. 8 institutions bought 884,036 total additional shares and increased their ownership by an average of 3.86%. However 12 institutions sold 1,840,801 total shares and decreased their ownership by an average of 4.72%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Moodys Corporation decreased by a net total of -956,765 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	13.466%	0.000%	24,669,778	0	2022-09-30
Vanguard Group Inc	7.479%	0.262%	13,701,509	35,737	2022-09-30
BlackRock Inc	6.844%	-2.642%	12,537,423	-340,190	2022-09-30
TCI Fund Management Limited	4.501%	0.000%	8,246,207	0	2022-09-30
State Street Corporation	3.739%	-1.253%	6,850,642	-86,951	2022-09-30
Akre Capital Management, LLC	3.113%	0.005%	5,703,785	280	2022-09-30
Fiera Capital Corporation	3.063%	-7.376%	5,610,798	-446,816	2022-09-30
FMR Inc	2.747%	-1.276%	5,031,656	-65,022	2022-09-30
Baillie Gifford & Co Limited.	2.557%	-2.420%	4,685,188	-116,172	2022-09-30
Ninety One UK Limited	1.950%	4.661%	3,572,909	159,116	2022-09-30
Massachusetts Financial Services Company	1.719%	8.600%	3,148,302	249,312	2022-09-30
Morgan Stanley - Brokerage Accounts	1.681%	0.078%	3,079,967	2,409	2022-09-30
Principal Financial Group Inc	1.628%	15.490%	2,982,973	400,088	2022-09-30
Geode Capital Management, LLC	1.464%	0.698%	2,682,274	18,594	2022-09-30
Flossbach von Storch AG	1.301%	-0.626%	2,383,492	-15,024	2022-09-30
Longview Partners (Guernsey) Ltd.	1.000%	-5.959%	1,832,466	-116,114	2022-09-30
Bank of New York Mellon Corp	0.947%	-3.514%	1,735,208	-63,194	2022-09-30
Rothschild & Co Wealth Management UK Ltd	0.941%	1.084%	1,724,699	18,500	2022-09-30
Deutsche Bank AG	0.914%	-0.412%	1,673,887	-6,925	2022-09-30
Northern Trust Corp	0.903%	-1.468%	1,653,770	-24,633	2022-09-30
Capital World Investors	0.869%	-9.227%	1,591,260	-161,756	2022-09-30
Capital Research & Mgmt Co - Division 3	0.843%	-20.490%	1,544,428	-398,004	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	13.466%	0.000%	24,669,778	0	2022-09-30
Vanguard Group Inc	7.479%	0.262%	13,701,509	35,737	2022-09-30
BlackRock Inc	6.844%	-2.642%	12,537,423	-340,190	2022-09-30
TCI Fund Management Limited	4.501%	0.000%	8,246,207	0	2022-09-30
State Street Corporation	3.739%	-1.253%	6,850,642	-86,951	2022-09-30
Akre Capital Management, LLC	3.113%	0.005%	5,703,785	280	2022-09-30
Fiera Capital Corporation	3.063%	-7.376%	5,610,798	-446,816	2022-09-30
FMR Inc	2.747%	-1.276%	5,031,656	-65,022	2022-09-30
Baillie Gifford & Co Limited.	2.557%	-2.420%	4,685,188	-116,172	2022-09-30
Ninety One UK Limited	1.950%	4.661%	3,572,909	159,116	2022-09-30
Massachusetts Financial Services Company	1.719%	8.600%	3,148,302	249,312	2022-09-30
Morgan Stanley - Brokerage Accounts	1.681%	0.078%	3,079,967	2,409	2022-09-30
Principal Financial Group Inc	1.628%	15.490%	2,982,973	400,088	2022-09-30
Geode Capital Management, LLC	1.464%	0.698%	2,682,274	18,594	2022-09-30
Flossbach von Storch AG	1.301%	-0.626%	2,383,492	-15,024	2022-09-30
Longview Partners (Guernsey) Ltd.	1.000%	-5.959%	1,832,466	-116,114	2022-09-30
Bank of New York Mellon Corp	0.947%	-3.514%	1,735,208	-63,194	2022-09-30
Rothschild & Co Wealth Management UK Ltd	0.941%	1.084%	1,724,699	18,500	2022-09-30
Deutsche Bank AG	0.914%	-0.412%	1,673,887	-6,925	2022-09-30
Northern Trust Corp	0.903%	-1.468%	1,653,770	-24,633	2022-09-30
Capital World Investors	0.869%	-9.227%	1,591,260	-161,756	2022-09-30
Capital Research & Mgmt Co - Division 3	0.843%	-20.490%	1,544,428	-398,004	2022-09-30

Mutual Fund Ownership

Akre Focus Instl is the biggest individual fund holder of Moodys Corporation (MCO), owning a total of 5.2 million shares. Combined, the top 20 mutual fund holders of MCO own 21.78% of the company with a total of 39.9 million shares.

In the latest ownership report on December 31st 2022, the top 20 fund holders increased their combined ownership of MCO by 24 thousand shares. 3 funds bought 63,750 total additional shares and increased their ownership by an average of 0.62%. However 5 funds sold 87,690 total shares and decreased their ownership by an average of 1.27%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Moodys Corporation decreased by a net total of -23,940 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.585%	0.675%	4,734,908	31,766	2022-12-31
Vanguard 500 Index Investor	1.988%	0.719%	3,641,819	26,007	2022-12-31
SPDR® S&P 500 ETF Trust	0.947%	-0.577%	1,734,701	-10,058	2022-12-31
MFS Value A	0.762%	-1.397%	1,395,862	-19,773	2022-12-31
MFS Large Cap Value Equity	0.762%	-2.808%	1,395,862	-40,328	2022-12-31
Vanguard Growth Index Investor	0.718%	0.457%	1,314,919	5,977	2022-12-31
Financial Select Sector SPDR® ETF	0.718%	-0.027%	1,314,596	-360	2022-12-31
American Funds New Perspective A	0.615%	0.000%	1,126,350	0	2022-12-31
Vanguard Institutional Index I	0.601%	-1.536%	1,100,559	-17,171	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Akre Focus Instl	2.851%	0.000%	5,222,244	0	2022-10-31
Vanguard Total Stock Mkt Idx Inv	2.585%	0.675%	4,734,908	31,766	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.543%	0.744%	4,658,322	34,384	2022-09-30
Vanguard 500 Index Investor	1.988%	0.719%	3,641,819	26,007	2022-12-31
SPDR® S&P 500 ETF Trust	0.947%	-0.577%	1,734,701	-10,058	2022-12-31
Fidelity® 500 Index	0.934%	-0.073%	1,711,241	-1,243	2022-11-30
Ninety One Global Franchise	0.844%	0.000%	1,546,992	0	2022-09-30
Ninety One GSF Glb Frchs I Acc USD	0.844%	0.000%	1,546,992	0	2022-11-30
iShares Core S&P 500 ETF	0.772%	-0.020%	1,414,817	-282	2022-12-30
Fidelity® Magellan®	0.772%	-0.626%	1,413,790	-8,900	2022-11-30
MFS Value A	0.762%	-1.397%	1,395,862	-19,773	2022-12-31
MFS Large Cap Value Equity	0.762%	-2.808%	1,395,862	-40,328	2022-12-31
20UGS Fiera Global Equity A USD acc	0.723%	0.000%	1,324,404	0	2022-11-30
Vanguard Growth Index Investor	0.718%	0.457%	1,314,919	5,977	2022-12-31
Financial Select Sector SPDR® ETF	0.718%	-0.027%	1,314,596	-360	2022-12-31
Capital Group New Perspective Comp	0.615%	-4.886%	1,126,350	-57,858	2022-09-30
American Funds New Perspective A	0.615%	0.000%	1,126,350	0	2022-12-31
Principal Blue Chip Institutional	0.603%	0.310%	1,105,454	3,418	2022-11-30
Vanguard Institutional Index I	0.601%	-1.536%	1,100,559	-17,171	2022-12-31
FvS SICAV Multiple Opportunities F	0.584%	0.000%	1,070,299	0	2022-09-30