MOODYS CORP MCO
COM · Common Stock · CUSIP 615369105 · ISIN US6153691059
- SectorIndustrials
- IndustryServices-Consumer Credit Reporting, Collection Agencies
- HeadquartersNew York, NY
- Founded1909
- Websitemoodys.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($147.6m this quarter). Holder counts are more reliable. Shares outstanding: 173.2m as of 2026-06-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $452.80. Options: 21 managers hold calls ($256.5m notional), 21 hold puts ($169.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 935 |
| Q4 2022 | 963 |
| Q1 2023 | 965 |
| Q2 2023 | 1,025 |
| Q3 2023 | 1,038 |
| Q4 2023 | 1,105 |
| Q1 2024 | 1,134 |
| Q2 2024 | 1,162 |
| Q3 2024 | 1,209 |
| Q4 2024 | 1,303 |
| Q1 2025 | 1,315 |
| Q2 2025 | 1,348 |
| Q3 2025 | 1,337 |
| Q4 2025 | 1,424 |
| Q1 2026 | 1,384 |
| Q2 2026 | 1,408 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 565 | 454 |
| Q4 2024 | 538 | 509 |
| Q1 2025 | 645 | 526 |
| Q2 2025 | 644 | 554 |
| Q3 2025 | 584 | 565 |
| Q4 2025 | 635 | 567 |
| Q1 2026 | 622 | 683 |
| Q2 2026 | 636 | 634 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $128.4m | $101.6m | 0.79 |
| Q4 2025 | $107.8m | $50.9m | 0.47 |
| Q1 2026 | $209.3m | $185.4m | 0.89 |
| Q2 2026 | $256.5m | $169.2m | 0.66 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +594.1k |
| PRINCIPAL FINANCIAL GROUP INC | Added | +379.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Added | +234.6k |
| Assenagon Asset Management S.A. | Added | +215.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +187.8k |
| Invesco Ltd. | Added | +172.7k |
| GENERATION INVESTMENT MANAGEMENT LLP | Added | +172.2k |
| Junto Capital Management LP | Added | +172.1k |
| Amundi | Added | +168.5k |
| Egerton Capital (UK) LLP | Added | +158.6k |
Biggest sellers
| BlackRock, Inc. | Reduced | -665.9k |
| ALTAROCK PARTNERS LP | Reduced | -559.4k |
| Cantillon Capital Management LLC | Reduced | -374.4k |
| Bank of New York Mellon Corp | Reduced | -329.7k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -320.2k |
| FIRST TRUST ADVISORS LP | Reduced | -290.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -285.3k |
| Fiera Capital Corp | Reduced | -271.1k |
| UBS Group AG | Reduced | -258.5k |
| APG Asset Management N.V. | Reduced | -256.1k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $59.2m130.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $55.7m122.9k shares |
| Tidal Investments LLC | Added | $41.1m90.7k shares |
| JANE STREET GROUP, LLC | Added | $40.6m89.6k shares |
| Walleye Trading LLC | Added | $12.9m28.5k shares |
| IMC-Chicago, LLC | Added | $12.9m28.4k shares |
| GROUP ONE TRADING LLC | Reduced | $7.2m15.9k shares |
| Twin Tree Management, LP | Unchanged | $5.4m11.9k shares |
| Allianz Asset Management GmbH | Added | $3.6m7.9k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $3.4m7.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $45.4m100.3k shares |
| CITADEL ADVISORS LLC | Reduced | $23.8m52.6k shares |
| GROUP ONE TRADING LLC | Added | $15.4m34.0k shares |
| IMC-Chicago, LLC | Added | $12.1m26.8k shares |
| JANE STREET GROUP, LLC | Added | $11.7m25.9k shares |
| Converium Capital Inc. | Unchanged | $9.1m20.0k shares |
| PEAK6 LLC | Added | $9.0m19.8k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $7.9m17.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $7.7m17.1k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $7.4m16.3k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| TCI Fund Management Ltd 13G · passive investor filed 2026-05-15 | 8.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 6.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 3 | $6.5m | $540.8k |
| Q1 2025 | 0 | — | 3 | $6.7m | $878.5k |
| Q2 2025 | 0 | — | 1 | $1.2m | $1.2m |
| Q3 2025 | 0 | — | 5 | $5.6m | $1.3m |
| Q4 2025 | 0 | — | 2 | $1.8m | $1.8m |
| Q1 2026 | 0 | — | 5 | $7.5m | $3.7m |
| Q2 2026 | 0 | — | 2 | $2.2m | $2.2m |
| Q3 2026 | 0 | — | 2 | $2.2m | $2.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-01 | Fauber Robert President and CEO, director | Sold plan | $736.3k1.5k shares |
| 2026-08-03 | Fauber Robert President and CEO, director | Sold plan | $710.5k1.5k shares |
| 2026-07-01 | Fauber Robert President and CEO, director | Sold plan | $668.2k1.5k shares |
| 2026-07-01 | Steele Richard G SVP - General Counsel | Sold plan | $71.5k157 shares |
| 2026-06-01 | Fauber Robert President and CEO, director | Sold plan | $665.5k1.5k shares |
| 2026-06-01 | Steele Richard G SVP - General Counsel | Sold plan | $71.7k158 shares |
| 2026-05-01 | Fauber Robert President and CEO, director | Sold plan | $684.2k1.5k shares |
| 2026-05-01 | Steele Richard G SVP - General Counsel | Sold plan | $73.7k158 shares |
| 2026-04-01 | Fauber Robert President and CEO, director | Sold plan | $642.2k1.5k shares |
| 2026-04-01 | Steele Richard G SVP - General Counsel | Sold plan | $69.2k158 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Berkshire Hathaway Inc 3.73% of their portfolio | 24.7m $11.2bn | Unchanged |
| TCI FUND MANAGEMENT LTD 12.30% of their portfolio | 14.3m $6.5bn | Unchanged |
| BlackRock, Inc. 0.08% of their portfolio | 12.5m $5.6bn | Reduced -665.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 9.8m $4.4bn | Reduced -127.3k |
| STATE STREET CORP 0.10% of their portfolio | 7.1m $3.2bn | Reduced -27.5k |
| FMR LLC 0.10% of their portfolio | 5.0m $2.3bn | Reduced -1.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 4.0m $1.8bn | Reduced -74.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.08% of their portfolio | 3.7m $1.7bn | Reduced -149.1k |
| MORGAN STANLEY 0.06% of their portfolio | 2.4m $1.1bn | Added +57.1k |
| NORGES BANK 0.11% of their portfolio | 2.4m $1.1bn | Not comparable |
| PineStone Asset Management Inc. 6.39% of their portfolio | 2.3m $1.0bn | Reduced -65.8k |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 2.1m $963.1m | Reduced -30.5k |
| Fiera Capital Corp 3.43% of their portfolio | 2.1m $944.5m | Reduced -271.1k |
| Bank of New York Mellon Corp 0.15% of their portfolio | 2.0m $914.7m | Reduced -329.7k |
| Egerton Capital (UK) LLP 7.46% of their portfolio | 1.7m $771.9m | Added +158.6k |
| NORTHERN TRUST CORP 0.09% of their portfolio | 1.7m $757.3m | Reduced -80.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio | 1.5m $700.0m | Reduced -285.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.33% of their portfolio | 1.5m $661.9m | Added +379.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.12% of their portfolio | 1.4m $643.2m | Added +33.0k |
| WINDACRE PARTNERSHIP LLC 6.31% of their portfolio | 1.4m $638.6m | Added +77.0k |
| Valley Forge Capital Management, LP 19.14% of their portfolio | 1.3m $596.6m | Unchanged |
| Invesco Ltd. 0.04% of their portfolio | 1.2m $544.3m | Added +172.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 1.2m $544.0m | Added +54.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.18% of their portfolio | 1.2m $565.8m | Reduced -141.6k |
| AKRE CAPITAL MANAGEMENT LLC 10.26% of their portfolio | 1.2m $524.0m | Reduced -89.2k |
| Rothschild & Co Wealth Management UK Ltd 7.22% of their portfolio | 1.1m $500.4m | Reduced -4.0k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 1.1m $485.0m | Added +187.8k |
| AQR CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 1.0m $471.0m | Added +594.1k |
| Amundi 0.11% of their portfolio | 1.0m $458.1m | Added +168.5k |
| Legal & General Group Plc 0.09% of their portfolio | 996.6k $451.4m | Reduced -48.3k |
| VANGUARD FIDUCIARY TRUST CO 0.08% of their portfolio | 851.3k $385.6m | Reduced -32.3k |
| Ninety One UK Ltd 0.85% of their portfolio | 836.6k $378.9m | Reduced -3.7k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 819.0k $370.9m | Added +32.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.24% of their portfolio | 744.0k $337.0m | Reduced -146.7k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 721.4k $326.7m | Reduced -25.4k |
| BAILLIE GIFFORD & CO 0.29% of their portfolio | 717.9k $325.1m | Reduced -46.4k |
| NEUBERGER BERMAN GROUP LLC 0.20% of their portfolio | 677.9k $307.0m | Reduced -3.1k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 643.0k $291.2m | Reduced -29.0k |
| Russell Investments Group, Ltd. 0.25% of their portfolio | 622.7k $282.0m | Added +8.3k |
| STIFEL FINANCIAL CORP 0.23% of their portfolio | 614.3k $278.2m | Reduced -41.6k |
| BARCLAYS PLC 0.09% of their portfolio | 606.2k $274.6m | Reduced -103.6k |
| Nuveen, LLC 0.06% of their portfolio | 575.5k $260.7m | Reduced -84.5k |
| Longview Partners (Guernsey) LTD 4.11% of their portfolio | 558.8k $253.1m | Reduced -150.8k |
| Allen Investment Management, LLC 2.93% of their portfolio | 544.9k $246.8m | Reduced -157.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 539.3k $244.2m | Reduced -6.8k |
| GENERATION INVESTMENT MANAGEMENT LLP 2.37% of their portfolio | 538.5k $243.9m | Added +172.2k |
| National Pension Service 0.15% of their portfolio | 500.9k $226.9m | Added +1.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.18% of their portfolio | 499.1k $226.9m | Reduced -59.2k |
| BLS Capital Fondsmaeglerselskab A/S 8.11% of their portfolio | 464.6k $210.4m | Reduced -53.6k |
| APG Asset Management N.V. 0.42% of their portfolio | 428.0k $169.6m | Reduced -256.1k |
| AKO CAPITAL LLP 4.52% of their portfolio | 427.9k $193.8m | Reduced -82.9k |
| MARSHFIELD ASSOCIATES 4.49% of their portfolio | 422.8k $191.5m | Reduced -116.2k |
| HSBC HOLDINGS PLC 0.09% of their portfolio | 413.4k $187.2m | Reduced -46.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 412.2k $186.7m | Reduced -15.3k |
| STOREBRAND ASSET MANAGEMENT AS 0.46% of their portfolio | 411.0k $186.1m | Reduced -922 |
| Local Pensions Partnership Investment Ltd 3.87% of their portfolio | 407.2k $184.5m | Reduced -44.4k |
| Evergreen Quality Fund GP, Ltd. 2.95% of their portfolio | 404.2k $183.1m | Added +67.0k |
| Canoe Financial LP 2.09% of their portfolio | 373.1k $169.0m | Reduced -18.8k |
| D. E. Shaw & Co., Inc. 0.10% of their portfolio | 369.1k $167.2m | Added +120.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.09% of their portfolio | 367.0k $166.2m | Added +11.8k |
| LAZARD ASSET MANAGEMENT LLC 0.23% of their portfolio | 338.3k $153.2m | Added +52.1k |
| California Public Employees Retirement System 0.08% of their portfolio | 332.9k $150.8m | Added +38.4k |
| UBS Group AG 0.02% of their portfolio | 330.3k $149.6m | Reduced -258.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.09% of their portfolio | 329.3k $149.1m | Reduced -15.7k |
| Vanguard Global Advisers, LLC 0.07% of their portfolio | 324.1k $146.8m | Reduced -11.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.27% of their portfolio | 319.9k $144.9m | Added +234.6k |
| Caisse de depot et placement du Quebec 0.20% of their portfolio | 316.2k $143.2m | Reduced -50.7k |
| Skye Global Management LP 2.75% of their portfolio | 312.0k $141.3m | Reduced -56.0k |
| ALTAROCK PARTNERS LP 3.23% of their portfolio | 302.6k $137.1m | Reduced -559.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.09% of their portfolio | 297.6k $134.8m | Added +25.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.12% of their portfolio | 293.8k $133.1m | Reduced -68.7k |
| RHUMBLINE ADVISERS 0.10% of their portfolio | 286.4k $129.7m | Reduced -18.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.07% of their portfolio | 279.6k $126.6m | Added +93.9k |
| SG Americas Securities, LLC 0.07% of their portfolio | 273.6k $123.9m | Reduced -26.4k |
| Newport Trust Company, LLC 0.30% of their portfolio | 270.5k $122.5m | Reduced -2.2k |
| DF DENT & CO INC 2.31% of their portfolio | 269.4k $122.0m | Reduced -26.0k |
| Assenagon Asset Management S.A. 0.08% of their portfolio | 267.5k $121.1m | Added +215.3k |
| NATIXIS ADVISORS, LLC 0.13% of their portfolio | 264.8k $120.0m | Reduced -7.4k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 262.2k $118.8m | Added +93.3k |
| Junto Capital Management LP 2.18% of their portfolio | 260.3k $117.9m | Added +172.1k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.45% of their portfolio | 244.6k $110.8m | Reduced -15.0k |
| CITIGROUP INC 0.05% of their portfolio | 242.4k $109.8m | Added +82.1k |
| BRISTOL JOHN W & CO INC /NY/ 1.53% of their portfolio | 228.4k $103.5m | Reduced -1.8k |
| SEI INVESTMENTS CO 0.09% of their portfolio | 228.2k $103.3m | Reduced -28.3k |
| JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio | 226.5k $101.9m | Added +3.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio | 221.8k $100.4m | Reduced -17.2k |
| Markel Group Inc. 0.74% of their portfolio | 213.9k $96.9m | Unchanged |
| Holocene Advisors, LP 0.22% of their portfolio | 208.1k $94.2m | Added +147.2k |
| CONGRESS ASSET MANAGEMENT CO 0.57% of their portfolio | 205.3k $93.0m | Reduced -8.0k |
| HighTower Advisors, LLC 0.09% of their portfolio | 200.6k $90.9m | Reduced -26.9k |
| NATIONAL BANK OF CANADA /FI/ 0.08% of their portfolio | 193.2k $87.5m | Reduced -29.7k |
| Robeco Institutional Asset Management B.V. 0.11% of their portfolio | 191.3k $86.6m | Reduced -85.3k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 186.8k $84.6m | Reduced -158.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 184.2k $83.4m | Reduced -320.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.10% of their portfolio | 182.2k $82.5m | Reduced -16.2k |
| CHILTON INVESTMENT CO INC. 1.94% of their portfolio | 178.2k $80.7m | Reduced -18.2k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 177.2k $80.3m | Added +21.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.12% of their portfolio | 176.5k $79.9m | Reduced -5.2k |
| 1832 Asset Management L.P. 0.10% of their portfolio | 175.4k $79.4m | Added +71.3k |
| YCG, LLC 6.94% of their portfolio | 174.2k $78.9m | Reduced -753 |