MOODYS CORP /DE/ (MCO) — Institutional Holders, Q2 2026

1,413 institutional investment managers reported a MCO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $71.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← MCO stock profile

MCO in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

139

Added to

496

Trimmed

527

Sold out

114

Biggest buyers

AQR CAPITAL MANAGEMENTAdded · +594,065 sh+$269.1M
PRINCIPAL FINANCIAL GROUPAdded · +379,518 sh+$171.9M
ROYAL LONDON ASSET MANAGEMENT LTDAdded · +234,640 sh+$106.3M
DIMENSIONAL FUND ADVISORSAdded · +187,811 sh+$85.1M
Invesco Ltd.Added · +172,661 sh+$78.2M

Biggest sellers

BlackRockTrimmed · -665,946 sh-$301.6M
ALTAROCK PARTNERSTrimmed · -559,412 sh-$253.4M
CANTILLON CAPITAL MANAGEMENTTrimmed · -374,438 sh-$169.6M
Bank of New York MellonTrimmed · -329,672 sh-$149.3M
BNP PARIBAS FINANCIAL MARKETSTrimmed · -320,235 sh-$145.0M

MCO 13F holders ranked 1–100 of 1,413

Institutional investors reporting a position in MOODYS CORP /DE/ on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BERKSHIRE HATHAWAY#1 · 24,669,778 sh	24,669,778	$11.2B	3.73%	0.0%
2	TCI Fund Management Ltd#2 · 14,334,027 sh	14,334,027	$6.5B	12.30%	0.0%
3	BlackRock#3 · 12,461,878 sh	12,461,878	$5.6B	0.08%	-5.1%
4	VANGUARD CAPITAL MANAGEMENT#4 · 9,757,973 sh	9,757,973	$4.4B	0.09%	-1.3%
5	STATE STREET#5 · 7,111,386 sh	7,111,386	$3.2B	0.10%	-0.4%
6	FMR#6 · 4,985,040 sh	4,985,040	$2.3B	0.10%	0.0%
7	GEODE CAPITAL MANAGEMENT#7 · 4,006,816 sh	4,006,816	$1.8B	0.10%	-1.8%
8	VANGUARD PORTFOLIO MANAGEMENT#8 · 3,733,380 sh	3,733,380	$1.7B	0.08%	-3.8%
9	MORGAN STANLEY#9 · 2,379,424 sh	2,379,424	$1.1B	0.06%	+2.5%
10	NORGES BANK#10 · 2,372,048 sh	2,372,048	$1.1B	0.11%	—
11	PineStone Asset Management#11 · 2,283,961 sh	2,283,961	$1.0B	—	-2.8%
12	GOLDMAN SACHS GROUP#12 · 2,126,435 sh	2,126,435	$963.1M	0.08%	-1.4%
13	Fiera Capital#13 · 2,085,400 sh	2,085,400	$944.5M	3.43%	-11.5%
14	Bank of New York Mellon#14 · 2,019,609 sh	2,019,609	$914.7M	0.15%	-14.0%
15	Egerton Capital (UK) LLP#15 · 1,704,229 sh	1,704,229	$771.9M	—	+10.3%
16	NORTHERN#16 · 1,671,990 sh	1,671,990	$757.3M	0.09%	-4.6%
17	PRICE T ROWE ASSOCIATES#17 · 1,545,468 sh	1,545,468	$700.0M	0.07%	-15.6%
18	PRINCIPAL FINANCIAL GROUP#18 · 1,461,325 sh	1,461,325	$661.9M	0.33%	+35.1%
19	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#19 · 1,420,099 sh	1,420,099	$643.2M	0.12%	+2.4%
20	WINDACRE PARTNERSHIP#20 · 1,409,900 sh	1,409,900	$638.6M	6.31%	+5.8%
21	Valley Forge Capital Management#21 · 1,317,188 sh	1,317,188	$596.6M	19.14%	0.0%
22	MASSACHUSETTS FINANCIAL SERVICES#22 · 1,186,385 sh	1,186,385	$565.8M	0.18%	-10.7%
23	Invesco Ltd.#23 · 1,201,752 sh	1,201,752	$544.3M	0.04%	+16.8%
24	CHARLES SCHWAB INVESTMENT MANAGEMENT#24 · 1,201,108 sh	1,201,108	$544.0M	0.07%	+4.8%
25	AKRE CAPITAL MANAGEMENT#25 · 1,156,893 sh	1,156,893	$524.0M	10.23%	-7.2%
26	Rothschild & Wealth Management UK Ltd#26 · 1,104,935 sh	1,104,935	$500.4M	—	-0.4%
27	DIMENSIONAL FUND ADVISORS#27 · 1,070,784 sh	1,070,784	$485.0M	0.09%	+21.3%
28	AQR CAPITAL MANAGEMENT#28 · 1,045,155 sh	1,045,155	$471.0M	0.16%	+131.7%
29	Amundi#29 · 1,011,495 sh	1,011,495	$458.1M	0.11%	+20.0%
30	Legal & General Group Plc#30 · 996,557 sh	996,557	$451.4M	0.09%	-4.6%
31	VANGUARD FIDUCIARY#31 · 851,332 sh	851,332	$385.6M	0.08%	-3.7%
32	Ninety One UK Ltd#32 · 836,571 sh	836,571	$378.9M	—	-0.4%
33	ROYAL BANK OF CANADA#33 · 818,967 sh	818,967	$370.9M	0.06%	+4.1%
34	SCHRODER INVESTMENT MANAGEMENT GROUP#34 · 744,030 sh	744,030	$337.0M	0.24%	-16.5%
35	DEUTSCHE BANK AG\#35 · 721,425 sh	721,425	$326.7M	0.09%	-3.4%
36	BAILLIE GIFFORD#36 · 717,871 sh	717,871	$325.1M	0.29%	-6.1%
37	Neuberger Berman Group#37 · 677,875 sh	677,875	$307.0M	0.20%	-0.4%
38	BANK OF AMERICA#38 · 642,955 sh	642,955	$291.2M	0.02%	-4.3%
39	Russell Investments Group, Ltd.#39 · 622,705 sh	622,705	$282.0M	0.25%	+1.4%
40	STIFEL FINANCIAL#40 · 614,280 sh	614,280	$278.2M	0.23%	-6.3%
41	BARCLAYS PLC#41 · 606,233 sh	606,233	$274.6M	0.05%	-14.6%
42	Nuveen#42 · 575,490 sh	575,490	$260.7M	0.06%	-12.8%
43	Longview Partners (Guernsey) LTD#43 · 558,785 sh	558,785	$253.1M	4.11%	-21.3%
44	Allen Investment Management#44 · 544,862 sh	544,862	$246.8M	2.93%	-22.4%
45	JPMORGAN CHASE#45 · 539,316 sh	539,316	$244.2M	0.01%	-1.3%
46	GENERATION INVESTMENT MANAGEMENT LLP#46 · 538,516 sh	538,516	$243.9M	2.37%	+47.0%
47	National Pension Service#47 · 500,927 sh	500,927	$226.9M	0.15%	+0.3%
48	NORDEA INVESTMENT MANAGEMENT AB#48 · 499,137 sh	499,137	$226.9M	0.18%	-10.6%
49	BLS CAPITAL FONDSMAEGLERSELSKAB A/S#49 · 464,583 sh	464,583	$210.4M	8.11%	-10.3%
50	AKO CAPITAL LLP#50 · 427,920 sh	427,920	$193.8M	4.52%	-16.2%
51	MARSHFIELD ASSOCIATES#51 · 422,806 sh	422,806	$191.5M	4.49%	-21.6%
52	HSBC PLC#52 · 413,412 sh	413,412	$187.2M	0.08%	-10.0%
53	ENVESTNET ASSET MANAGEMENT#53 · 412,231 sh	412,231	$186.7M	0.04%	-3.6%
54	STOREBRAND ASSET MANAGEMENT AS#54 · 410,972 sh	410,972	$186.1M	0.46%	-0.2%
55	Local Pensions Partnership Investment Ltd#55 · 407,207 sh	407,207	$184.5M	—	-9.8%
56	Evergreen Quality Fund GP, Ltd.#56 · 404,200 sh	404,200	$183.1M	2.95%	+19.9%
57	APG Asset Management N.V.#57 · 428,004 sh	428,004	$169.6M	0.42%	-37.4%
58	Canoe Financial#58 · 373,122 sh	373,122	$169.0M	—	-4.8%
59	D. E. Shaw#59 · 369,114 sh	369,114	$167.2M	0.08%	+48.6%
60	Mitsubishi UFJ Asset Management , Ltd.#60 · 366,989 sh	366,989	$166.2M	0.09%	+3.3%
61	LAZARD ASSET MANAGEMENT#61 · 338,284 sh	338,284	$153.2M	0.23%	+18.2%
62	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#62 · 332,872 sh	332,872	$150.8M	0.09%	+13.1%
63	UBS Group AG#63 · 330,302 sh	330,302	$149.6M	0.02%	-43.9%
64	Sumitomo Mitsui#64 · 329,301 sh	329,301	$149.1M	0.09%	-4.6%
65	Vanguard Global Advisers#65 · 324,142 sh	324,142	$146.8M	0.07%	-3.4%
66	ROYAL LONDON ASSET MANAGEMENT LTD#66 · 319,889 sh	319,889	$144.9M	0.27%	+275.2%
67	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#67 · 316,164 sh	316,164	$143.2M	0.20%	-13.8%
68	Skye Global Management#68 · 312,000 sh	312,000	$141.3M	2.75%	-15.2%
69	ALTAROCK PARTNERS#69 · 302,624 sh	302,624	$137.1M	3.23%	-64.9%
70	VANGUARD ASSET MANAGEMENT, Ltd#70 · 297,554 sh	297,554	$134.8M	0.09%	+9.4%
71	VOYA INVESTMENT MANAGEMENT#71 · 293,829 sh	293,829	$133.1M	0.12%	-18.9%
72	RHUMBLINE ADVISERS#72 · 286,412 sh	286,412	$129.7M	0.10%	-6.0%
73	CANADA PENSION PLAN INVESTMENT BOARD#73 · 279,599 sh	279,599	$126.6M	0.07%	+50.5%
74	SG Americas Securities#74 · 273,648 sh	273,648	$123.9M	0.07%	-8.8%
75	Newport Company#75 · 270,475 sh	270,475	$122.5M	0.30%	-0.8%
76	DF DENT#76 · 269,427 sh	269,427	$122.0M	2.31%	-8.8%
77	NATIXIS ADVISORS#77 · 264,848 sh	264,848	$120.0M	0.13%	-2.7%
78	WELLS FARGO & COMPANY#78 · 262,244 sh	262,244	$118.8M	0.02%	+55.2%
79	Junto Capital Management#79 · 260,298 sh	260,298	$117.9M	2.07%	+195.1%
80	KING LUTHER CAPITAL MANAGEMENT#80 · 244,615 sh	244,615	$110.8M	0.45%	-5.8%
81	CITIGROUP#81 · 242,383 sh	242,383	$109.8M	0.04%	+51.2%
82	BRISTOL JOHN W#82 · 228,446 sh	228,446	$103.5M	1.53%	-0.8%
83	SEI INVESTMENTS#83 · 228,164 sh	228,164	$103.3M	0.09%	-11.0%
84	JONES FINANCIAL COMPANIES LLLP#84 · 226,478 sh	226,478	$101.9M	0.04%	+1.7%
85	MARKEL GROUP#85 · 213,890 sh	213,890	$96.9M	0.74%	0.0%
86	Holocene Advisors#86 · 208,079 sh	208,079	$94.2M	0.21%	+241.5%
87	CONGRESS ASSET MANAGEMENT#87 · 205,324 sh	205,324	$93.0M	—	-3.8%
88	HighTower Advisors#88 · 200,594 sh	200,594	$90.9M	0.09%	-11.8%
89	NATIONAL BANK OF CANADA#89 · 193,214 sh	193,214	$87.5M	0.06%	-13.3%
90	Robeco Institutional Asset Management B.V.#90 · 191,260 sh	191,260	$86.6M	—	-30.8%
91	AMERIPRISE FINANCIAL#91 · 186,770 sh	186,770	$84.6M	0.02%	-45.9%
92	BNP PARIBAS FINANCIAL MARKETS#92 · 184,188 sh	184,188	$83.4M	0.03%	-63.5%
93	NEW YORK STATE COMMON RETIREMENT FUND#93 · 182,158 sh	182,158	$82.5M	0.10%	-8.2%
94	CHILTON INVESTMENT#94 · 178,199 sh	178,199	$80.7M	1.94%	-9.3%
95	BANK OF MONTREAL#95 · 177,221 sh	177,221	$80.3M	0.03%	+13.8%
96	Universal- Beteiligungs- und Servicegesellschaft mbH#96 · 176,528 sh	176,528	$79.9M	0.12%	-2.8%
97	1832 Asset Management L.P.#97 · 175,377 sh	175,377	$79.4M	0.04%	+68.5%
98	YCG#98 · 174,210 sh	174,210	$78.9M	6.94%	-0.4%
99	PFA Pension, Forsikringsaktieselskab#99 · 169,399 sh	169,399	$76.7M	0.19%	-2.9%
100	BARR E S#100 · 163,383 sh	163,383	$74.0M	4.15%	+2.2%

Funds that sold out of MCO in Q2 2026 (114)

Held MCO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held MCO in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Prana Capital Management186,187 sh	186,187	$81.2M
WESTFIELD CAPITAL MANAGEMENT123,603 sh	123,603	$53.9M
Himalaya Capital Management117,784 sh	117,784	$51.4M
Bowie Capital Management97,087 sh	97,087	$42.4M
Square Wave Capital86,500 sh	86,500	$37.7M
CAPITAL FUND MANAGEMENT S.A.75,466 sh	75,466	$32.9M
PINEBRIDGE INVESTMENTS37,976 sh	37,976	$16.6M
WORLDQUANT MILLENNIUM ADVISORS31,098 sh	31,098	$13.6M
PBU - The Pension Fund of Early Childhood & Youth Educators48,476 sh	48,476	$12.2M
Liontrust Investment Partners LLP22,230 sh	22,230	$11.4M
Calamos Advisors24,196 sh	24,196	$10.6M
Bayberry Capital Partners17,340 sh	17,340	$7.6M
PRAGMA GESTAO DE PATRIMONIO LTD15,800 sh	15,800	$6.9M
EVOKE WEALTH15,599 sh	15,599	$6.8M
Cinctive Capital Management14,145 sh	14,145	$6.2M
Insight Wealth Strategies13,532 sh	13,532	$5.9M
Alphinity Investment Management Pty Ltd13,484 sh	13,484	$5.9M
CAXTON ASSOCIATES LLP12,316 sh	12,316	$5.4M
Havemeyer Place10,781 sh	10,781	$4.7M
Intrinsic Edge Capital Management10,000 sh	10,000	$4.4M
Katamaran Capital LLP9,865 sh	9,865	$4.3M
NOMURA ASSET MANAGEMENT INTERNATIONAL9,770 sh	9,770	$4.3M
Kepler Cheuvreux (Suisse) SA7,968 sh	7,968	$3.5M
Farringdon Capital, Ltd.7,705 sh	7,705	$3.4M
Ascent Wealth Partners7,369 sh	7,369	$3.2M
HRT FINANCIAL7,057 sh	7,057	$3.1M
THREADGILL FINANCIAL6,864 sh	6,864	$3.0M
Wealthcare Advisory Partners6,472 sh	6,472	$2.8M
Value Partners Investments5,931 sh	5,931	$2.6M
Atom Investors4,771 sh	4,771	$2.1M
Jump Financial4,223 sh	4,223	$1.8M
GSA CAPITAL PARTNERS LLP4,087 sh	4,087	$1.8M
Main Management ETF Advisors3,955 sh	3,955	$1.7M
Virtus Investment Advisers3,657 sh	3,657	$1.6M
EP Wealth Advisors3,588 sh	3,588	$1.6M
Dynamic Technology Lab Private Ltd3,178 sh	3,178	$1.4M
STANCE CAPITAL3,086 sh	3,086	$1.3M
Pilgrim Partners Asia Pte Ltd2,880 sh	2,880	$1.3M
Headlands Technologies2,675 sh	2,675	$1.2M
SANDLER CAPITAL MANAGEMENT2,382 sh	2,382	$1.0M
Northwest & Ethical Investments L.P.2,080 sh	2,080	$923.7K
Capricorn Fund Managers Ltd2,111 sh	2,111	$920.9K
Virtu Financial2,026 sh	2,026	$884.0K
Hennion & Walsh Asset Management2,002 sh	2,002	$873.4K
BTG Pactual Asset Management US1,690 sh	1,690	$737.3K
MOKAN Wealth Management1,612 sh	1,612	$703.1K
BAM Wealth Management1,526 sh	1,526	$665.7K
DRW Securities1,472 sh	1,472	$642.2K
Unique Wealth Strategies1,327 sh	1,327	$579.0K
GTS SECURITIES1,300 sh	1,300	$567.1K
111 Capital1,262 sh	1,262	$550.5K
ABC ARBITRAGE SA1,249 sh	1,249	$544.9K
Koshinski Asset Management1,163 sh	1,163	$507.5K
Andina Capital Management1,002 sh	1,002	$437.1K
Graham Capital Management, L.P.982 sh	982	$428.4K
Severin Investments954 sh	954	$416.1K
Abacus Wealth Partners929 sh	929	$405.3K
Simmons Bank839 sh	839	$366.0K
Tributary Capital Management800 sh	800	$349.0K
Smith Group Asset Management795 sh	795	$346.8K
Vest Financial753 sh	753	$328.5K
Sun Financial744 sh	744	$321.9K
OLIO Financial Planning711 sh	711	$310.1K
XTX Topco Ltd701 sh	701	$305.8K
Baer Investment Advisory627 sh	627	$273.5K
Atala Financial576 sh	576	$250.5K
EntryPoint Capital559 sh	559	$243.9K
Magnetar Financial559 sh	559	$241.5K
EARNED WEALTH ADVISORS548 sh	548	$239.1K
BCS Private Wealth Management536 sh	536	$233.8K
HANCOCK WHITNEY498 sh	498	$227.9K
Moss Adams Wealth Advisors508 sh	508	$221.6K
Athena Wealth Management505 sh	505	$220.4K
Lombard Odier Asset Management (USA)500 sh	500	$218.1K
Altar Rock490 sh	490	$213.8K
PATTON FUND MANAGEMENT479 sh	479	$209.0K
StoneX Group469 sh	469	$204.8K
Magnus Financial Group464 sh	464	$202.4K
TWIN PEAKS WEALTH ADVISORS406 sh	406	$177.3K
Itau Unibanco Holding S.A.331 sh	331	$169.1K
Sound Income Strategies241 sh	241	$105.8K
Westwind Capital236 sh	236	$103.0K
Capula Management Ltd220 sh	220	$96.0K
True Link Financial Advisors217 sh	217	$94.7K
Brooklands Fund Management Ltd202 sh	202	$88.1K
ATWOOD & PALMER200 sh	200	$87.3K
RESOURCES MANAGEMENT /CT200 sh	200	$87.0K
Global Assets Advisory184 sh	184	$80.3K
Root Financial Partners170 sh	170	$74.2K
Annis Gardner Whiting Capital Advisors146 sh	146	$63.7K
Wall Street Financial Group107 sh	107	$46.7K
Timothy G. Youngquist 2020 Irrevocable55 sh	55	$24.0K
Nalls Sherbakoff Group52 sh	52	$22.9K
WS Portfolio Advisory50 sh	50	$21.8K
Bayforest Capital Ltd40 sh	40	$17.4K
Innovative Asset Advisors Group27 sh	27	$11.8K
Global Wealth Strategies & Associates25 sh	25	$10.9K
Scarborough Advisors24 sh	24	$10.5K
Golden State Equity Partners23 sh	23	$10.0K
Medallion Wealth Advisors15 sh	15	$6.5K

And 14 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.