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 ($202.2m this quarter). Holder counts are more reliable. Shares outstanding: 182.1m as of 2024-06-30, 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 ≈ $420.78. Options: 19 managers hold calls ($77.2m notional), 21 hold puts ($49.5m).
Trends to Q2 2024
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 407 | 422 |
| Q1 2023 | 417 | 407 |
| Q2 2023 | 452 | 418 |
| Q3 2023 | 454 | 417 |
| Q4 2023 | 450 | 485 |
| Q1 2024 | 514 | 468 |
| Q2 2024 | 512 | 462 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $205.3m | $125.5m | 0.61 |
| Q4 2023 | $102.7m | $101.1m | 0.98 |
| Q1 2024 | $81.7m | $78.6m | 0.96 |
| Q2 2024 | $77.2m | $49.5m | 0.64 |
Biggest buyers
| TCI FUND MANAGEMENT LTD | Added | +1.0m |
| PineStone Asset Management Inc. | Added | +463.6k |
| FMR LLC | Added | +461.2k |
| JENNISON ASSOCIATES LLC | Added | +408.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +329.3k |
| ALTAROCK PARTNERS LP | Added | +286.9k |
| VANGUARD GROUP INC | Added | +279.3k |
| JANUS HENDERSON GROUP PLC | Added | +278.9k |
| Bank of New York Mellon Corp | Added | +225.8k |
| AXA S.A. | Added | +223.3k |
Biggest sellers
| MORGAN STANLEY | Reduced | -7.7m |
| AKRE CAPITAL MANAGEMENT LLC | Reduced | -4.7m |
| BAILLIE GIFFORD & CO | Reduced | -795.0k |
| HARRIS ASSOCIATES L P | Reduced | -460.5k |
| Fiera Capital Corp | Reduced | -452.8k |
| BARCLAYS PLC | Reduced | -232.7k |
| Longview Partners (Guernsey) LTD | Reduced | -196.5k |
| JENSEN INVESTMENT MANAGEMENT INC | Sold out | -179.1k |
| Veritas Asset Management LLP | Reduced | -171.7k |
| Holocene Advisors, LP | Sold out | -163.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $17.9m42.6k shares |
| CITADEL ADVISORS LLC | Reduced | $15.6m37.1k shares |
| JPMORGAN CHASE & CO | Unchanged | $8.4m20.0k shares |
| UBS Group AG | Added | $6.1m14.6k shares |
| SIMPLEX TRADING, LLC | Added | $5.0m11.9k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $5.0m118 shares |
| WELLS FARGO & COMPANY/MN | New | $4.8m11.4k shares |
| JANE STREET GROUP, LLC | Added | $3.2m7.5k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $3.0m7.2k shares |
| Interval Partners, LP | New | $2.6m61 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $12.8m30.3k shares |
| UBS Group AG | Added | $5.5m13.0k shares |
| Genus Capital Management Inc. | New | $5.4m12.9k shares |
| CITADEL ADVISORS LLC | Reduced | $4.8m11.4k shares |
| BNP PARIBAS FINANCIAL MARKETS | Unchanged | $2.7m64 shares |
| SIMPLEX TRADING, LLC | Reduced | $2.5m5.9k shares |
| Walleye Trading LLC | Reduced | $2.1m5.1k shares |
| JPMORGAN CHASE & CO | Unchanged | $1.9m4.6k shares |
| Allianz Asset Management GmbH | Added | $1.9m4.6k shares |
| Verition Fund Management LLC | Unchanged | $1.9m4.4k 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 in Q2 2024
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 |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 3 | $1.3m | — |
| Q4 2022 | 0 | — | 2 | $2.2m | — |
| Q1 2023 | 0 | — | 5 | $28.6m | — |
| Q2 2023 | 0 | — | 2 | $3.2m | $2.3m |
| Q3 2023 | 0 | — | 4 | $9.9m | $3.7m |
| Q4 2023 | 0 | — | 3 | $6.7m | $5.4m |
| Q1 2024 | 0 | — | 2 | $1.1m | $958.9k |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Berkshire Hathaway Inc 3.71% of their portfolio | 24.7m $10.4bn | Unchanged |
| VANGUARD GROUP INC 0.12% of their portfolio | 14.6m $6.1bn | Added +279.3k |
| TCI FUND MANAGEMENT LTD 13.63% of their portfolio | 13.2m $5.6bn | Added +1.0m |
| BlackRock Inc. 0.13% of their portfolio | 13.2m $5.6bn | Reduced -132.4k |
| STATE STREET CORP 0.13% of their portfolio | 7.0m $2.9bn | Added +69.9k |
| FMR LLC 0.16% of their portfolio | 5.9m $2.5bn | Added +461.2k |
| AKRE CAPITAL MANAGEMENT LLC 15.63% of their portfolio | 4.2m $1.8bn | Reduced -4.7m |
| MORGAN STANLEY 0.12% of their portfolio | 3.7m $1.6bn | Reduced -7.7m |
| Fiera Capital Corp 4.34% of their portfolio | 3.3m $1.4bn | Reduced -452.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 3.2m $1.3bn | Added +96.8k |
| Bank of New York Mellon Corp 0.23% of their portfolio | 2.9m $1.2bn | Added +225.8k |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 2.9m $1.2bn | Reduced -21.0k |
| BAILLIE GIFFORD & CO 0.79% of their portfolio | 2.4m $1.0bn | Reduced -795.0k |
| Ninety One UK Ltd 2.30% of their portfolio | 2.0m $833.5m | Added +24.1k |
| NORGES BANK 0.12% of their portfolio | 2.0m $821.3m | Added +73.6k |
| JENNISON ASSOCIATES LLC 0.51% of their portfolio | 1.9m $800.8m | Added +408.5k |
| WINDACRE PARTNERSHIP LLC 9.06% of their portfolio | 1.6m $688.6m | Reduced -110.0k |
| Rothschild & Co Wealth Management UK Ltd 11.37% of their portfolio | 1.6m $667.5m | Reduced -85.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.20% of their portfolio | 1.6m $662.1m | Added +198.1k |
| NORTHERN TRUST CORP 0.11% of their portfolio | 1.5m $644.5m | Added +18.5k |
| Longview Partners (Guernsey) LTD 4.59% of their portfolio | 1.5m $618.6m | Reduced -196.5k |
| PineStone Asset Management Inc. 6.42% of their portfolio | 1.4m $605.0m | Added +463.6k |
| Legal & General Group Plc 0.17% of their portfolio | 1.4m $590.8m | Added +32.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.16% of their portfolio | 1.3m $562.7m | Added +329.3k |
| GOLDMAN SACHS GROUP INC 0.11% of their portfolio | 1.3m $562.0m | Added +123.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.32% of their portfolio | 1.3m $536.8m | Reduced -132.6k |
| Valley Forge Capital Management, LP 13.26% of their portfolio | 1.2m $512.9m | Unchanged |
| Invesco Ltd. 0.10% of their portfolio | 1.1m $475.6m | Added +48.6k |
| ALTAROCK PARTNERS LP 9.42% of their portfolio | 1.1m $457.6m | Added +286.9k |
| Allen Investment Management, LLC 5.13% of their portfolio | 1.0m $422.5m | Added +108.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 952.6k $401.0m | Added +30.1k |
| DEUTSCHE BANK AG\ 0.18% of their portfolio | 936.5k $394.2m | Reduced -35.5k |
| Veritas Asset Management LLP 2.98% of their portfolio | 935.9k $394.0m | Reduced -171.7k |
| NEUBERGER BERMAN GROUP LLC 0.30% of their portfolio | 880.4k $370.6m | Added +89.1k |
| BROWN ADVISORY INC 0.47% of their portfolio | 856.6k $360.6m | Added +22.4k |
| Nuveen Asset Management, LLC 0.10% of their portfolio | 835.6k $351.7m | Added +93.9k |
| ROYAL BANK OF CANADA 0.08% of their portfolio | 779.3k $328.0m | Added +5.7k |
| AKO CAPITAL LLP 4.32% of their portfolio | 746.8k $314.3m | Added +34.0k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 706.4k $297.3m | Added +68.6k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 610.1k $256.8m | Added +1.5k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.31% of their portfolio | 598.1k $251.7m | Added +39.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.25% of their portfolio | 597.8k $251.6m | Added +30.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 590.4k $248.5m | Added +178.1k |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 573.9k $241.6m | Added +43.2k |
| STOREBRAND ASSET MANAGEMENT AS 0.80% of their portfolio | 572.2k $240.9m | Reduced -4.8k |
| DF DENT & CO INC 2.83% of their portfolio | 520.0k $218.9m | Reduced -17.3k |
| MARSHFIELD ASSOCIATES 4.81% of their portfolio | 517.4k $217.8m | Added +2.5k |
| AXA S.A. 0.31% of their portfolio | 501.1k $210.9m | Added +223.3k |
| Cantillon Capital Management LLC 1.37% of their portfolio | 485.6k $204.4m | Reduced -24.8k |
| Russell Investments Group, Ltd. 0.33% of their portfolio | 484.2k $203.6m | Reduced -37.3k |
| Amundi 0.08% of their portfolio | 480.8k $204.8m | Reduced -28.7k |
| HSBC HOLDINGS PLC 0.13% of their portfolio | 465.1k $196.1m | Added +2.2k |
| FIRST TRUST ADVISORS LP 0.20% of their portfolio | 462.0k $194.5m | Reduced -14.6k |
| BLS Capital Fondsmaeglerselskab A/S 5.79% of their portfolio | 459.1k $193.3m | Reduced -26.6k |
| UBS Group AG 0.06% of their portfolio | 435.7k $183.4m | Added +26.6k |
| Canoe Financial LP 3.12% of their portfolio | 428.7k $168.5m | Unchanged |
| Sarasin & Partners LLP 1.60% of their portfolio | 428.1k $180.2m | Added +67.1k |
| APG Asset Management N.V. 0.29% of their portfolio | 413.2k $162.3m | Added +13.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.19% of their portfolio | 407.1k $171.4m | Reduced -1.4k |
| BARCLAYS PLC 0.07% of their portfolio | 385.5k $162.3m | Reduced -232.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.11% of their portfolio | 367.9k $154.9m | Reduced -24.7k |
| AVIVA PLC 0.41% of their portfolio | 352.8k $148.5m | Added +36.8k |
| RHUMBLINE ADVISERS 0.13% of their portfolio | 336.4k $141.6m | Added +7.0k |
| MANNING & NAPIER ADVISORS LLC 1.60% of their portfolio | 335.8k $141.3m | First filing |
| EAGLE ASSET MANAGEMENT INC 0.75% of their portfolio | 330.2k $139.2m | Reduced -16.1k |
| ARMSTRONG HENRY H ASSOCIATES INC 6.25% of their portfolio | 311.7k $126.8m | Added +154.4k |
| JANUS HENDERSON GROUP PLC 0.07% of their portfolio | 308.2k $129.8m | Added +278.9k |
| Newport Trust Company, LLC 0.33% of their portfolio | 307.5k $129.4m | Reduced -2.7k |
| HARRIS ASSOCIATES L P 0.22% of their portfolio | 305.5k $128.6m | Reduced -460.5k |
| National Pension Service 0.15% of their portfolio | 301.8k $127.0m | Added +4.7k |
| Employees Provident Fund Board 2.02% of their portfolio | 300.0k $126.3m | Reduced -50.9k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.57% of their portfolio | 299.8k $126.2m | Reduced -11.5k |
| HighTower Advisors, LLC 0.19% of their portfolio | 293.6k $123.6m | Reduced -11.9k |
| FLOSSBACH VON STORCH SE 0.52% of their portfolio | 292.6k $123.2m | Added +12.6k |
| California Public Employees Retirement System 0.09% of their portfolio | 289.0k $121.7m | Reduced -1.4k |
| Skye Global Management LP 2.60% of their portfolio | 273.1k $114.9m | Reduced -29.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.13% of their portfolio | 261.6k $110.1m | Added +245 |
| ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio | 250.9k $105.6m | Added +12.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.13% of their portfolio | 233.8k $98.4m | Reduced -7.0k |
| Bristol Gate Capital Partners Inc. 4.86% of their portfolio | 233.2k $98.2m | Reduced -12.1k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 226.9k $95.5m | Reduced -2.4k |
| CREDIT AGRICOLE S A 0.57% of their portfolio | 221.6k $93.3m | Added +212.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.22% of their portfolio | 219.8k $92.5m | Reduced -54.7k |
| CONGRESS ASSET MANAGEMENT CO 0.66% of their portfolio | 219.6k $92.4m | Added +9.7k |
| BANK OF NOVA SCOTIA 0.18% of their portfolio | 219.0k $92.2m | Added +128.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.10% of their portfolio | 217.0k $91.3m | Reduced -72.9k |
| CHILTON INVESTMENT CO INC. 2.54% of their portfolio | 214.2k $90.2m | Added +8.7k |
| Markel Group Inc. 0.89% of their portfolio | 213.9k $90.0m | Unchanged |
| Cercano Management LLC 2.20% of their portfolio | 196.1k $82.5m | Unchanged |
| Troy Asset Management Ltd 2.55% of their portfolio | 186.6k $78.5m | Reduced -672 |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 184.5k $78.9m | Reduced -21.7k |
| YCG, LLC 6.30% of their portfolio | 183.7k $77.3m | Added +50 |
| BRISTOL JOHN W & CO INC /NY/ 1.25% of their portfolio | 183.4k $77.2m | Reduced -3.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 175.7k $73.9m | Added +18.5k |
| Caisse de depot et placement du Quebec 0.18% of their portfolio | 174.6k $73.5m | Added +84.6k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 173.9k $73.2m | Added +3.3k |
| TWO SIGMA ADVISERS, LP 0.16% of their portfolio | 172.6k $72.7m | Reduced -126.7k |
| Focus Partners Wealth 0.24% of their portfolio | 171.7k $72.3m | Added +88.4k |
| BARR E S & CO 4.72% of their portfolio | 170.7k $71.9m | Reduced -3.0k |
| Aberdeen Group plc 0.14% of their portfolio | 170.5k $71.8m | Added +21.9k |